Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,121 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$172,776
0.09% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,379
shares
|
$172,650
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
1,378
shares
|
$172,525
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
1,376
shares
|
$172,275
0.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,371
shares
|
$171,649
0.04% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,365
shares
|
$170,898
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
1,364
shares
|
$170,772
0.17% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,359
shares
|
$170,146
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,356
shares
|
$169,771
0.09% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,355
shares
|
$169,646
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,350
shares
|
$169,020
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
1,350
shares
|
$169,020
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,345
shares
|
$168,394
0.06% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,342
shares
|
$168,018
0.02% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,338
shares
|
$167,517
0.03% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,335
shares
|
$167,142
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,329
shares
|
$166,390
0.03% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,329
shares
|
$166,390
0.02% of portfolio
|
Q1 2025
Reduced 41.43%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
1,328
shares
|
$166,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,326
shares
|
$166,015
0.01% of portfolio
|
Q1 2025
Added 88.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
1,318
shares
|
$165,013
0.01% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,317
shares
|
$164,888
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
1,317
shares
|
$164,888
0.02% of portfolio
|
Q1 2025
Reduced 53.25%
|