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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,620
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2023
Added 117.93%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
17,560
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
17,476
shares
|
$2.19 Million
0.66% of portfolio
|
Q4 2025
Reduced 18.29%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
17,446
shares
|
$2.18 Million
0.11% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
17,326
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
17,197
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 66.56%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
17,114
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
17,078
shares
|
$2.14 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
17,053
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
17,044
shares
|
$2.13 Million
0.55% of portfolio
|
Q4 2025
Reduced 36.99%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
16,990
shares
|
$2.13 Million
0.08% of portfolio
|
Q4 2025
Reduced 94.87%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
16,850
shares
|
$2.11 Million
0.44% of portfolio
|
Q4 2025
Reduced 22.92%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 21, 2026 Q4 2025 |
16,807
shares
|
$2.1 Million
2.71% of portfolio
|
Q4 2025
Reduced 13.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,520
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,487
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,317
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
16,307
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 65.37%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
16,272
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
16,094
shares
|
$2.01 Million
0.71% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
16,073
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2021
Added 6.58%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
15,998
shares
|
$2 Million
0.05% of portfolio
|
Q3 2025
Added 49.98%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,935
shares
|
$2 Million
0.75% of portfolio
|
Q3 2025
Added 103.85%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
15,908
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
15,896
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2025
Added 246.17%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
15,820
shares
|
$1.98 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.31%
|
|