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 |
|---|---|---|---|---|---|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
1,201
shares
|
$150,365
0.12% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.06% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$150,240
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
1,196
shares
|
$149,739
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,194
shares
|
$149,488
0.01% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,194
shares
|
$149,488
0.06% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,192
shares
|
$149,238
0.02% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
1,182
shares
|
$147,986
0.13% of portfolio
|
Q2 2025
Reduced 72.04%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,180
shares
|
$147,736
0.05% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$147,610
0.01% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,177
shares
|
$147,360
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,176
shares
|
$147,235
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,174
shares
|
$146,984
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,165
shares
|
$145,858
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,164
shares
|
$145,732
0.0% of portfolio
|
Q2 2025
Reduced 88.52%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
1,147
shares
|
$143,604
0.01% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,144
shares
|
$143,228
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,139
shares
|
$142,602
0.01% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,138
shares
|
$142,477
0.01% of portfolio
|
Q4 2024
Added 2.15%
|