Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,106 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
1,743
shares
|
$218,223
0.14% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$218,098
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,741
shares
|
$217,973
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
1,739
shares
|
$217,722
0.1% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
1,737
shares
|
$217,472
0.08% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
1,735
shares
|
$217,222
0.13% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,735
shares
|
$217,222
0.06% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,731
shares
|
$216,721
0.06% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,731
shares
|
$216,721
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,723
shares
|
$215,719
0.0% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
1,720
shares
|
$215,344
0.17% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,719
shares
|
$215,218
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,718
shares
|
$215,093
0.02% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,714
shares
|
$214,592
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
1,704
shares
|
$213,340
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
1,704
shares
|
$213,340
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,701
shares
|
$212,965
0.03% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,700
shares
|
$212,840
0.02% of portfolio
|
Q1 2025
Added 50.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,700
shares
|
$212,840
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$212,840
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,699
shares
|
$212,714
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,696
shares
|
$212,339
0.09% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$212,088
0.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,686
shares
|
$211,087
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
1,685
shares
|
$210,962
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|