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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
74
shares
|
$9,264
0.0% of portfolio
|
Q2 2025
Added 221.74%
|
|
|
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%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
62
shares
|
$7,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
60
shares
|
$7,512
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
56
shares
|
$7,011
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
53
shares
|
$6,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
53
shares
|
$6,635
0.0% of portfolio
|
Q2 2025
Added 381.82%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
53
shares
|
$6,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
52
shares
|
$6,510
0.0% of portfolio
|
Q4 2024
Added 40.54%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
51
shares
|
$6,385
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
49
shares
|
$6,134
0.0% of portfolio
|
Q2 2024
Reduced 85.96%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$5,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
43
shares
|
$5,383
0.01% of portfolio
|
Q2 2025
Reduced 98.49%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
42
shares
|
$5,258
0.15% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
39
shares
|
$4,882
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$4,882
0.0% of portfolio
|
Q2 2025
Added 2.63%
|