Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,105 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
800
shares
|
$100,160
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
798
shares
|
$99,909
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
781
shares
|
$97,781
0.02% of portfolio
|
Q4 2023
Added 57.78%
|
|
|
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%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
752
shares
|
$94,150
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
734
shares
|
$91,896
0.01% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
720
shares
|
$90,144
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
712
shares
|
$89,142
0.01% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
712
shares
|
$89,142
0.06% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
710
shares
|
$88,892
0.02% of portfolio
|
Q1 2023
Reduced 34.86%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
704
shares
|
$88,140
0.03% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
697
shares
|
$87,264
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
684
shares
|
$85,636
0.01% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
682
shares
|
$85,386
0.03% of portfolio
|
Q3 2024
Added 78.53%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
654
shares
|
$81,880
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
631
shares
|
$79,001
0.03% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
626
shares
|
$78,375
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
621
shares
|
$77,749
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
605
shares
|
$75,746
0.02% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
595
shares
|
$74,494
0.01% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
586
shares
|
$73,367
0.09% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
550
shares
|
$68,860
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
543
shares
|
$67,983
0.01% of portfolio
|
Q3 2023
Reduced 58.39%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
543
shares
|
$67,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
518
shares
|
$64,853
0.01% of portfolio
|
Q2 2025
Reduced 59.94%
|