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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
7,511
shares
|
$940,377
0.01% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,506
shares
|
$939,751
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
7,443
shares
|
$931,863
0.0% of portfolio
|
Q3 2025
Reduced 96.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,441
shares
|
$931,613
0.02% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
7,420
shares
|
$928,984
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
7,407
shares
|
$927,356
0.01% of portfolio
|
Q3 2025
Reduced 95.41%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
7,400
shares
|
$926,480
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,396
shares
|
$925,979
0.07% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
7,347
shares
|
$919,844
0.09% of portfolio
|
Q4 2025
Reduced 90.09%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
7,340
shares
|
$918,968
0.04% of portfolio
|
Q4 2025
Reduced 59.07%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,313
shares
|
$915,587
0.02% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
7,300
shares
|
$913,960
0.72% of portfolio
|
Q3 2025
Reduced 72.03%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,296
shares
|
$913,459
0.05% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
7,250
shares
|
$907,700
0.1% of portfolio
|
Q3 2025
Reduced 40.82%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 21, 2026 Q4 2025 |
7,237
shares
|
$906,072
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
7,233
shares
|
$905,571
0.4% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,230
shares
|
$905,196
0.01% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,226
shares
|
$904,695
0.16% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
7,222
shares
|
$904,194
0.18% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
7,221
shares
|
$904,069
0.12% of portfolio
|
Q4 2025
Reduced 66.87%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
7,178
shares
|
$898,685
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,165
shares
|
$897,058
0.07% of portfolio
|
Q3 2025
Added 56.85%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,136
shares
|
$893,427
0.03% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
7,121
shares
|
$891,549
0.25% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
7,115
shares
|
$890,798
0.44% of portfolio
|
Q4 2024
New holding
|
|