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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$21,910
0.01% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
172
shares
|
$21,534
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 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%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
162
shares
|
$20,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
156
shares
|
$19,531
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
151
shares
|
$18,905
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
150
shares
|
$18,780
0.02% of portfolio
|
Q2 2025
Reduced 50.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
150
shares
|
$18,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
149
shares
|
$18,654
0.01% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
143
shares
|
$17,903
0.0% of portfolio
|
Q3 2024
Reduced 84.92%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
140
shares
|
$17,528
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
140
shares
|
$17,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
130
shares
|
$16,276
0.0% of portfolio
|
Q1 2025
Added 3150.0%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
130
shares
|
$16,276
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
128
shares
|
$16,025
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
125
shares
|
$15,650
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
124
shares
|
$15,524
0.0% of portfolio
|
Q4 2021
Reduced 16.78%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$15,524
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
123
shares
|
$15,399
0.01% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$14,648
0.01% of portfolio
|
Q4 2020
Reduced 57.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
115
shares
|
$14,398
0.0% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$13,772
0.0% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
110
shares
|
$13,772
0.01% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
110
shares
|
$13,772
0.01% of portfolio
|
Q1 2025
Added 4.76%
|