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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
110
shares
|
$13,772
0.01% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
109
shares
|
$13,646
0.0% of portfolio
|
Q2 2025
Added 194.59%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
101
shares
|
$12,645
0.0% of portfolio
|
Q2 2025
Added 29.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2025
Added 284.62%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
99
shares
|
$12,394
0.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
99
shares
|
$12,394
0.01% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
99
shares
|
$12,394
0.01% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
97
shares
|
$12,144
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
96
shares
|
$12,019
0.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
91
shares
|
$11,393
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
90
shares
|
$11,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
90
shares
|
$11,268
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
85
shares
|
$10,642
0.0% of portfolio
|
Q2 2025
Added 193.1%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
81
shares
|
$10,141
0.01% of portfolio
|
Q2 2025
Added 84.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
77
shares
|
$9,640
0.0% of portfolio
|
Q2 2025
New holding
|