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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
339
shares
|
$42,442
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
331
shares
|
$41,441
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
330
shares
|
$41,316
0.06% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
320
shares
|
$40,064
0.03% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
314
shares
|
$39,312
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
297
shares
|
$37,184
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
294
shares
|
$36,808
0.0% of portfolio
|
Q2 2025
Added 568.18%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
292
shares
|
$36,558
0.01% of portfolio
|
Q2 2025
Added 52.08%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
284
shares
|
$35,556
0.02% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
284
shares
|
$35,556
0.01% of portfolio
|
Q2 2025
Added 215.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
283
shares
|
$35,431
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
277
shares
|
$34,680
0.0% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
275
shares
|
$34,430
0.03% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
272
shares
|
$34,054
0.01% of portfolio
|
Q2 2025
Reduced 82.59%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
272
shares
|
$34,054
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
260
shares
|
$32,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
260
shares
|
$32,552
0.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
254
shares
|
$31,800
0.01% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
248
shares
|
$31,049
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
244
shares
|
$30,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
244
shares
|
$30,548
0.01% of portfolio
|
Q2 2025
Added 960.87%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
244
shares
|
$30,548
0.02% of portfolio
|
Q4 2024
New holding
|