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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
5,722
shares
|
$716,394
0.03% of portfolio
|
Q4 2025
Reduced 31.9%
|
|
|
Bowman & CO S.C.
|
Jan 23, 2026 Q4 2025 |
5,717
shares
|
$715,768
0.31% of portfolio
|
Q4 2025
Reduced 28.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,713
shares
|
$715,267
0.02% of portfolio
|
Q3 2025
Added 174.4%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,682
shares
|
$711,386
0.06% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
5,663
shares
|
$709,007
0.13% of portfolio
|
Q4 2025
Added 195.56%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
5,659
shares
|
$708,506
0.03% of portfolio
|
Q3 2022
Added 92.03%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
5,652
shares
|
$707,630
0.07% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,590
shares
|
$699,868
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,470
shares
|
$684,844
0.12% of portfolio
|
Q2 2025
Added 38.83%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
5,447
shares
|
$681,964
0.15% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,440
shares
|
$681,088
0.06% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
5,415
shares
|
$677,958
0.01% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
5,406
shares
|
$676,831
0.57% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
5,400
shares
|
$676,080
0.28% of portfolio
|
Q4 2023
Reduced 98.52%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
5,390
shares
|
$674,828
0.12% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,385
shares
|
$674,202
0.04% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,366
shares
|
$671,823
0.27% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,353
shares
|
$670,195
0.0% of portfolio
|
Q4 2025
Reduced 49.84%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,270
shares
|
$659,804
0.01% of portfolio
|
Q3 2025
Reduced 43.37%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,266
shares
|
$659,303
0.03% of portfolio
|
Q3 2025
Reduced 36.2%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
5,250
shares
|
$657,300
0.06% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,250
shares
|
$657,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
5,248
shares
|
$657,049
0.22% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
5,230
shares
|
$654,796
0.01% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
5,217
shares
|
$653,168
0.05% of portfolio
|
Q4 2025
Reduced 1.99%
|
|