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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,108
shares
|
$889,921
0.53% of portfolio
|
Q1 2024
Added 13.47%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
7,104
shares
|
$889,420
0.03% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
6,980
shares
|
$873,896
0.28% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,976
shares
|
$873,395
0.02% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,972
shares
|
$872,894
0.02% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
6,943
shares
|
$869,263
0.14% of portfolio
|
Q3 2025
Added 32.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,933
shares
|
$868,011
0.11% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
6,907
shares
|
$864,756
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
6,900
shares
|
$863,880
0.26% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,894
shares
|
$863,128
0.05% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,869
shares
|
$859,998
0.02% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,869
shares
|
$859,998
0.01% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 23, 2026 Q4 2025 |
6,844
shares
|
$856,868
0.28% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
6,833
shares
|
$855,491
0.17% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
6,818
shares
|
$853,613
0.02% of portfolio
|
Q3 2025
Reduced 20.56%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,803
shares
|
$851,735
0.01% of portfolio
|
Q3 2025
Reduced 74.82%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
6,797
shares
|
$850,984
0.17% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
6,778
shares
|
$848,605
0.01% of portfolio
|
Q3 2025
Added 159.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,746
shares
|
$844,599
0.01% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
6,738
shares
|
$843,597
0.07% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
6,732
shares
|
$842,846
0.15% of portfolio
|
Q3 2025
Added 98.82%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
6,721
shares
|
$841,469
0.0% of portfolio
|
Q3 2025
Reduced 56.38%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
6,719
shares
|
$841,218
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
6,708
shares
|
$839,841
0.37% of portfolio
|
Q3 2025
Added 129.1%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,671
shares
|
$835,209
0.53% of portfolio
|
Q3 2025
Added 7.91%
|
|