Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,921 institutions that hold shares in the stock, with a total of 504 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
76,080
shares
|
$9.53 Million
4.75% of portfolio
|
Q4 2025
Added 32.79%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
75,788
shares
|
$9.49 Million
0.82% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,626
shares
|
$9.47 Million
0.03% of portfolio
|
Q3 2025
Added 271.32%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
75,409
shares
|
$9.44 Million
1.81% of portfolio
|
Q3 2025
Added 156.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
74,690
shares
|
$9.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,216
shares
|
$9.29 Million
0.2% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
73,797
shares
|
$9.24 Million
0.06% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
73,672
shares
|
$9.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
73,166
shares
|
$9.16 Million
3.38% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
72,297
shares
|
$9.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
71,996
shares
|
$9.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
71,928
shares
|
$9.01 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
71,573
shares
|
$8.96 Million
0.33% of portfolio
|
Q3 2025
Reduced 41.75%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
71,025
shares
|
$8.89 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
70,939
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2025
Added 4857.3%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
70,812
shares
|
$8.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
70,764
shares
|
$8.86 Million
0.07% of portfolio
|
Q3 2025
Added 129.2%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
69,939
shares
|
$8.76 Million
0.06% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
69,866
shares
|
$8.75 Million
0.53% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
69,692
shares
|
$8.73 Million
0.7% of portfolio
|
Q4 2025
Reduced 36.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
69,293
shares
|
$8.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 67.52%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
69,290
shares
|
$8.68 Million
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
68,803
shares
|
$8.61 Million
1.0% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
67,992
shares
|
$8.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
67,204
shares
|
$8.41 Million
2.32% of portfolio
|
Q3 2025
Added 0.34%
|
|