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 |
|---|---|---|---|---|---|
|
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
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
39
shares
|
$4,882
0.0% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
38
shares
|
$4,757
0.0% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
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%
|
|
|
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
|
|
|
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
|
Apr 15, 2025 Q1 2025 |
29
shares
|
$3,630
0.0% of portfolio
|
Q1 2025
New holding
|