Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,097 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $63.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$250,400
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$250,400
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,985
shares
|
$248,522
0.08% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,977
shares
|
$247,520
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,976
shares
|
$247,395
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,976
shares
|
$247,395
0.03% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,972
shares
|
$246,894
0.01% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,959
shares
|
$245,266
0.14% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,958
shares
|
$245,141
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,948
shares
|
$243,889
0.13% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
1,936
shares
|
$242,387
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,936
shares
|
$242,387
0.3% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,935
shares
|
$242,262
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,930
shares
|
$241,636
0.03% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
1,928
shares
|
$241,385
0.09% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,919
shares
|
$240,258
0.07% of portfolio
|
Q2 2025
Reduced 42.23%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
1,900
shares
|
$237,880
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,893
shares
|
$237,003
0.01% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,883
shares
|
$235,751
0.0% of portfolio
|
Q2 2025
Added 106.7%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,873
shares
|
$234,499
0.05% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,867
shares
|
$233,748
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$231,620
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
1,841
shares
|
$230,493
0.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
1,837
shares
|
$229,992
0.01% of portfolio
|
Q2 2025
Reduced 96.48%
|