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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
37
shares
|
$4,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
37
shares
|
$4,632
0.0% of portfolio
|
Q2 2025
Added 37.04%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
36
shares
|
$4,507
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
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%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
35
shares
|
$4,382
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
33
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
33
shares
|
$4,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
32
shares
|
$4,006
0.0% of portfolio
|
Q2 2025
Added 52.38%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$3,881
0.0% of portfolio
|
Q2 2025
Reduced 76.15%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$3,881
0.0% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
30
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 13.64%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q2 2025
Reduced 56.14%
|