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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,380
shares
|
$172,776
0.08% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,379
shares
|
$172,650
0.05% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,379
shares
|
$172,650
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
1,378
shares
|
$172,525
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,376
shares
|
$172,275
0.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,371
shares
|
$171,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,371
shares
|
$171,649
0.03% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,365
shares
|
$170,898
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,363
shares
|
$170,647
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,356
shares
|
$169,771
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,350
shares
|
$169,020
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,345
shares
|
$168,394
0.05% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,342
shares
|
$168,018
0.07% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,331
shares
|
$166,641
0.01% of portfolio
|
Q2 2025
Reduced 70.7%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,329
shares
|
$166,390
0.03% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
1,328
shares
|
$166,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,323
shares
|
$165,639
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,317
shares
|
$164,888
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,315
shares
|
$164,638
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,311
shares
|
$164,137
0.04% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,311
shares
|
$164,137
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,310
shares
|
$164,012
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,309
shares
|
$163,886
0.03% of portfolio
|
Q3 2024
New holding
|