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 |
|---|---|---|---|---|---|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$1,001
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
7
shares
|
$876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
7
shares
|
$876
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
7
shares
|
$876
0.0% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q2 2025
Reduced 81.25%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
6
shares
|
$751
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
5
shares
|
$626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
5
shares
|
$626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5
shares
|
$626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
4
shares
|
$500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
4
shares
|
$500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3
shares
|
$375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|