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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,149
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
14,114
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2025
Added 72.33%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,113
shares
|
$1.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
14,097
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
14,044
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2025
Reduced 98.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
13,961
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
13,941
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
13,874
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
13,793
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
13,775
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 164.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
13,738
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
13,638
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 31.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,637
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,585
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.35%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
13,576
shares
|
$1.7 Million
0.87% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
13,552
shares
|
$1.7 Million
0.79% of portfolio
|
Q3 2025
Added 65.83%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,552
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
13,550
shares
|
$1.7 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
13,517
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
13,502
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Added 30.2%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
13,440
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
13,426
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,392
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Added 80.92%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
13,328
shares
|
$1.67 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
13,325
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2025
Added 18.81%
|
|