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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
1,117
shares
|
$139,848
0.02% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
1,106
shares
|
$138,471
0.11% of portfolio
|
Q2 2025
Added 47.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,090
shares
|
$136,468
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,088
shares
|
$136,217
0.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,082
shares
|
$135,466
0.02% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,069
shares
|
$133,838
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,018
shares
|
$127,453
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
952
shares
|
$119,190
0.01% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
925
shares
|
$115,810
0.01% of portfolio
|
Q1 2025
Reduced 30.19%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
920
shares
|
$115,184
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
917
shares
|
$114,808
0.03% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
872
shares
|
$109,174
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
859
shares
|
$107,546
0.02% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
854
shares
|
$106,920
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
844
shares
|
$105,668
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
836
shares
|
$104,667
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
800
shares
|
$100,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
800
shares
|
$100,160
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
798
shares
|
$99,909
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
767
shares
|
$96,028
0.06% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
757
shares
|
$94,776
0.01% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
750
shares
|
$93,900
0.01% of portfolio
|
Q2 2025
Reduced 22.68%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
734
shares
|
$91,896
0.01% of portfolio
|
Q2 2025
Added 5.31%
|