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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
9,338
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2025
Added 24.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,322
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
9,321
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2025
Reduced 49.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
9,307
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,247
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,052
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
9,032
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2025
Added 11.84%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
9,005
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
8,993
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2025
Reduced 71.49%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Jan 20, 2026 Q4 2025 |
8,975
shares
|
$1.12 Million
0.44% of portfolio
|
Q4 2025
Reduced 40.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,943
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,907
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,892
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,879
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
8,865
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Added 225.56%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
8,849
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
8,834
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
8,829
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 22, 2026 Q4 2025 |
8,800
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2025
Reduced 95.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
8,793
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,746
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
8,685
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
8,660
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2025
Reduced 53.88%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
8,649
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
8,574
shares
|
$1.07 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.05%
|
|