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 |
|---|---|---|---|---|---|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,563
shares
|
$195,687
0.03% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,562
shares
|
$195,562
0.03% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
1,560
shares
|
$195,312
0.07% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,540
shares
|
$192,808
0.1% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,540
shares
|
$192,808
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,535
shares
|
$192,182
0.02% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,529
shares
|
$191,430
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,528
shares
|
$191,305
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$191,305
0.08% of portfolio
|
Q2 2025
Reduced 59.67%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,525
shares
|
$190,930
0.02% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
1,525
shares
|
$190,930
0.05% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
1,522
shares
|
$190,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,521
shares
|
$190,429
0.03% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,512
shares
|
$189,302
0.19% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,510
shares
|
$189,052
0.16% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,507
shares
|
$188,676
0.03% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,505
shares
|
$188,426
0.03% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$187,800
0.03% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
1,489
shares
|
$186,422
0.02% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,489
shares
|
$186,422
0.01% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,489
shares
|
$186,422
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,488
shares
|
$186,297
0.02% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,486
shares
|
$186,047
0.02% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,480
shares
|
$185,296
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.06% of portfolio
|
Q1 2025
Reduced 89.06%
|