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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
33
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
33
shares
|
$4,131
0.0% of portfolio
|
Q1 2025
Added 371.43%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
32
shares
|
$4,006
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
32
shares
|
$4,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
Apr 29, 2025 Q1 2025 |
30
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 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
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
27
shares
|
$3,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$3,255
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 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%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 70.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q2 2024
New holding
|