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 |
|---|---|---|---|---|---|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,663
shares
|
$208,207
0.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
1,651
shares
|
$206,705
0.12% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
1,650
shares
|
$206,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
1,650
shares
|
$206,580
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,643
shares
|
$205,703
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
1,642
shares
|
$205,578
0.1% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,638
shares
|
$205,077
0.01% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,638
shares
|
$205,077
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,633
shares
|
$204,451
0.02% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,631
shares
|
$204,201
0.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,620
shares
|
$202,824
0.05% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
1,608
shares
|
$201,321
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
1,607
shares
|
$201,196
0.05% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,607
shares
|
$201,196
0.01% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
1,604
shares
|
$200,820
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,602
shares
|
$200,570
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,600
shares
|
$200,320
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$200,320
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
1,588
shares
|
$198,817
0.01% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,585
shares
|
$198,442
0.07% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,583
shares
|
$198,191
0.09% of portfolio
|
Q3 2023
Added 2.33%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
1,575
shares
|
$197,190
0.02% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,575
shares
|
$197,190
0.0% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,570
shares
|
$196,564
0.06% of portfolio
|
Q1 2025
Added 554.17%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,566
shares
|
$196,063
0.04% of portfolio
|
Q2 2025
Reduced 88.46%
|