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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
43,016
shares
|
$5.39 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
42,999
shares
|
$5.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 07, 2025 Q3 2025 |
42,420
shares
|
$5.31 Million
2.66% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
42,387
shares
|
$5.31 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
42,242
shares
|
$5.29 Million
0.1% of portfolio
|
Q4 2025
Added 8.51%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
42,100
shares
|
$5.27 Million
0.06% of portfolio
|
Q3 2025
Added 979.49%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41,460
shares
|
$5.19 Million
0.44% of portfolio
|
Q3 2025
Reduced 40.42%
|
|
|
Monarch Capital Management Inc
|
Jan 23, 2026 Q4 2025 |
41,361
shares
|
$5.18 Million
1.3% of portfolio
|
Q4 2025
Added 10.85%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
41,353
shares
|
$5.18 Million
0.21% of portfolio
|
Q4 2025
Reduced 16.42%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
41,130
shares
|
$5.15 Million
1.84% of portfolio
|
Q3 2025
Added 242.12%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
40,023
shares
|
$5.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
39,929
shares
|
$5 Million
0.06% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
39,491
shares
|
$4.94 Million
2.76% of portfolio
|
Q3 2025
Added 121.61%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
39,254
shares
|
$4.91 Million
2.65% of portfolio
|
Q3 2025
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
38,967
shares
|
$4.88 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
38,812
shares
|
$4.86 Million
0.72% of portfolio
|
Q4 2025
Reduced 25.22%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
38,721
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
38,570
shares
|
$4.83 Million
0.35% of portfolio
|
Q4 2025
Reduced 56.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,468
shares
|
$4.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
38,139
shares
|
$4.78 Million
0.77% of portfolio
|
Q3 2025
Added 63.34%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
38,064
shares
|
$4.77 Million
0.59% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
37,971
shares
|
$4.75 Million
0.69% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
37,435
shares
|
$4.69 Million
2.34% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,181
shares
|
$4.66 Million
1.34% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
Nov 14, 2025 Q3 2025 |
37,000
shares
|
$4.63 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|