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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
240
shares
|
$30,048
0.01% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
239
shares
|
$29,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jul 29, 2025 Q2 2025 |
237
shares
|
$29,672
3.73% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
228
shares
|
$28,545
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
225
shares
|
$28,170
0.01% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
221
shares
|
$27,669
0.0% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
220
shares
|
$27,544
0.0% of portfolio
|
Q2 2025
Reduced 99.35%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
220
shares
|
$27,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
220
shares
|
$27,544
0.01% of portfolio
|
Q2 2025
Reduced 32.1%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
220
shares
|
$27,544
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
214
shares
|
$26,792
0.01% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
212
shares
|
$26,542
0.0% of portfolio
|
Q2 2025
Added 178.95%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
207
shares
|
$25,916
0.01% of portfolio
|
Q2 2025
Added 218.46%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
205
shares
|
$25,666
0.02% of portfolio
|
Q2 2025
Added 583.33%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$25,540
0.02% of portfolio
|
Q2 2023
Reduced 13.56%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$25,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$25,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
198
shares
|
$24,789
0.05% of portfolio
|
Q4 2024
Added 98.0%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
195
shares
|
$24,414
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
182
shares
|
$22,786
0.0% of portfolio
|
Q3 2024
Reduced 89.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
181
shares
|
$22,661
0.01% of portfolio
|
Q3 2024
Added 53.39%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
177
shares
|
$22,160
0.01% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$21,910
0.01% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
171
shares
|
$21,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
162
shares
|
$20,282
0.01% of portfolio
|
Q2 2025
Added 16.55%
|