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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
6,650
shares
|
$832,580
0.06% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
6,645
shares
|
$831,954
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
6,642
shares
|
$831,578
0.08% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
6,626
shares
|
$829,575
0.35% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
6,614
shares
|
$828,072
0.04% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,585
shares
|
$824,442
0.05% of portfolio
|
Q3 2022
Added 35.49%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
6,569
shares
|
$822,438
0.0% of portfolio
|
Q4 2025
Reduced 42.61%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
6,536
shares
|
$818,307
0.03% of portfolio
|
Q4 2025
Added 15.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,536
shares
|
$818,307
0.03% of portfolio
|
Q3 2025
Added 75.98%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,521
shares
|
$816,429
0.06% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
6,520
shares
|
$816,304
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
6,477
shares
|
$810,920
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
6,446
shares
|
$807,039
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
6,435
shares
|
$805,662
0.01% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
6,428
shares
|
$804,785
0.08% of portfolio
|
Q3 2025
Reduced 46.0%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
6,390
shares
|
$800,028
0.0% of portfolio
|
Q3 2025
Reduced 26.78%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
6,329
shares
|
$792,390
0.05% of portfolio
|
Q2 2022
Reduced 3.8%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,327
shares
|
$792,140
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
6,318
shares
|
$791,013
0.05% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
6,303
shares
|
$789,135
0.0% of portfolio
|
Q3 2025
Reduced 51.66%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,269
shares
|
$784,878
0.28% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
6,242
shares
|
$781,498
0.49% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
6,220
shares
|
$778,744
0.21% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
6,217
shares
|
$778,368
0.01% of portfolio
|
Q4 2025
Reduced 44.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
6,205
shares
|
$776,866
0.11% of portfolio
|
Q3 2025
Reduced 23.05%
|
|