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 |
|---|---|---|---|---|---|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
5,201
shares
|
$651,165
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
5,196
shares
|
$650,539
0.01% of portfolio
|
Q4 2025
Added 14.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
5,174
shares
|
$647,784
0.02% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
5,172
shares
|
$647,534
0.02% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,168
shares
|
$647,033
0.15% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
5,162
shares
|
$646,282
0.01% of portfolio
|
Q4 2025
Reduced 36.93%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
5,157
shares
|
$645,656
0.01% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,155
shares
|
$645,406
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
5,130
shares
|
$642,276
0.08% of portfolio
|
Q2 2025
Added 375.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,076
shares
|
$635,515
0.1% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,061
shares
|
$633,637
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
5,035
shares
|
$630,382
0.47% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$626,000
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$626,000
0.18% of portfolio
|
Q3 2025
Reduced 89.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,955
shares
|
$620,366
0.02% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
4,950
shares
|
$619,740
0.17% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,949
shares
|
$619,614
0.01% of portfolio
|
Q3 2025
Reduced 45.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
4,944
shares
|
$618,988
0.03% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,897
shares
|
$613,104
0.01% of portfolio
|
Q2 2025
Reduced 70.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,895
shares
|
$612,854
0.07% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
4,893
shares
|
$612,603
0.06% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
4,878
shares
|
$610,725
0.17% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,874
shares
|
$610,224
0.05% of portfolio
|
Q3 2025
Reduced 91.66%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
4,868
shares
|
$609,473
0.22% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,828
shares
|
$604,465
0.01% of portfolio
|
Q3 2025
Reduced 92.33%
|
|