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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
72
shares
|
$9,014
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 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
|
|
|
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 |
May 13, 2025 Q1 2025 |
51
shares
|
$6,385
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
49
shares
|
$6,134
0.0% of portfolio
|
Q2 2024
Reduced 85.96%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2025
Reduced 85.03%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
44
shares
|
$5,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
42
shares
|
$5,258
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
42
shares
|
$5,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
42
shares
|
$5,258
0.16% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
40
shares
|
$5,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
37
shares
|
$4,632
0.0% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
Reduced 91.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
35
shares
|
$4,382
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q1 2025
Added 17.24%
|