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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
11,162
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Added 314.33%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,145
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
11,125
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2025
Reduced 89.44%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
11,056
shares
|
$1.38 Million
0.13% of portfolio
|
Q2 2024
Added 22.17%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,038
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,024
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,964
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Added 47.96%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
10,926
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.58%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
10,907
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,888
shares
|
$1.36 Million
0.44% of portfolio
|
Q3 2025
Added 168.77%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
10,848
shares
|
$1.36 Million
0.91% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,757
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
10,737
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.11%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
10,703
shares
|
$1.34 Million
0.17% of portfolio
|
Q4 2025
Reduced 18.49%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,683
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 83.23%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,670
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
10,668
shares
|
$1.34 Million
0.32% of portfolio
|
Q4 2025
Reduced 28.27%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
10,657
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2025
Reduced 58.18%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
10,559
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
10,548
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
10,501
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,465
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
10,418
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
10,405
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 535.23%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 21, 2026 Q4 2025 |
10,381
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2025
Added 764.36%
|
|