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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,750
shares
|
$219,100
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,745
shares
|
$218,474
0.03% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
1,743
shares
|
$218,223
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
1,739
shares
|
$217,722
0.09% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
1,739
shares
|
$217,722
0.07% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
1,738
shares
|
$217,597
0.12% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,738
shares
|
$217,597
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,732
shares
|
$216,846
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
1,723
shares
|
$215,719
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,723
shares
|
$215,719
0.0% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,722
shares
|
$215,594
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
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%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,718
shares
|
$215,093
0.01% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,714
shares
|
$214,592
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
1,714
shares
|
$214,592
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Sandler Capital Management
New York, NY |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$212,840
0.07% of portfolio
|
Q2 2025
Reduced 91.26%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
1,700
shares
|
$212,840
0.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$212,840
0.11% 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%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
1,696
shares
|
$212,339
0.19% of portfolio
|
Q2 2025
Added 73.95%
|
|
|
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%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,674
shares
|
$209,584
0.01% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
1,670
shares
|
$209,084
0.08% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,668
shares
|
$208,833
0.01% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
1,668
shares
|
$208,833
0.09% of portfolio
|
Q1 2024
New holding
|