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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,309
shares
|
$163,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,299
shares
|
$162,634
0.02% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,295
shares
|
$162,134
0.03% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,293
shares
|
$161,883
0.07% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
1,293
shares
|
$161,883
0.08% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,292
shares
|
$161,758
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
1,288
shares
|
$161,257
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,287
shares
|
$161,132
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
1,285
shares
|
$160,882
0.04% of portfolio
|
Q1 2025
Reduced 44.01%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,284
shares
|
$160,756
0.22% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
1,283
shares
|
$160,631
0.05% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,277
shares
|
$159,880
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,277
shares
|
$159,880
0.02% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$159,630
0.07% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,262
shares
|
$158,002
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
1,261
shares
|
$157,877
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
1,259
shares
|
$157,626
0.11% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,258
shares
|
$157,501
0.08% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,252
shares
|
$156,750
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
1,250
shares
|
$156,500
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,249
shares
|
$156,374
0.04% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
1,249
shares
|
$156,374
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,241
shares
|
$155,373
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
1,236
shares
|
$154,747
0.16% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$153,620
0.02% of portfolio
|
Q2 2025
Added 0.66%
|