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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
19,546
shares
|
$2.45 Million
0.41% of portfolio
|
Q4 2025
Reduced 59.08%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,502
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
19,426
shares
|
$2.43 Million
0.23% of portfolio
|
Q4 2025
Reduced 67.44%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
19,378
shares
|
$2.43 Million
0.17% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,320
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
19,291
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,258
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
19,206
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,179
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
18,972
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
18,943
shares
|
$2.37 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,929
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,919
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
18,386
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2025
Added 40.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
18,383
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 44.65%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
18,365
shares
|
$2.3 Million
1.58% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
18,325
shares
|
$2.29 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
18,295
shares
|
$2.29 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
18,211
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,142
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.41%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,944
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2025
Added 236.41%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
17,909
shares
|
$2.24 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
17,883
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2025
Reduced 75.63%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
17,780
shares
|
$2.23 Million
0.44% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
17,743
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2025
Reduced 42.5%
|
|