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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
110
shares
|
$13,772
0.02% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
103
shares
|
$12,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
102
shares
|
$12,770
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
98
shares
|
$12,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
91
shares
|
$11,393
0.01% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
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%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 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
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
89
shares
|
$11,142
0.0% of portfolio
|
Q1 2025
Added 61.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
84
shares
|
$10,516
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
78
shares
|
$9,765
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
76
shares
|
$9,515
0.01% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|