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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,828
shares
|
$604,465
0.01% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,825
shares
|
$604,090
0.02% of portfolio
|
Q4 2025
Reduced 15.11%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
4,805
shares
|
$601,586
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
4,795
shares
|
$600,334
0.12% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,792
shares
|
$599,958
0.04% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
4,759
shares
|
$595,826
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
4,750
shares
|
$594,700
0.19% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
4,747
shares
|
$594,324
0.06% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
4,715
shares
|
$590,318
0.01% of portfolio
|
Q4 2025
Reduced 44.23%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,709
shares
|
$589,566
0.08% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,650
shares
|
$582,180
0.34% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
4,617
shares
|
$578,048
0.02% of portfolio
|
Q4 2025
Reduced 22.47%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,614
shares
|
$577,672
0.07% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,597
shares
|
$575,544
0.01% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
4,587
shares
|
$574,292
0.01% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,576
shares
|
$572,915
0.04% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
4,571
shares
|
$572,289
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,569
shares
|
$572,038
0.1% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,562
shares
|
$571,162
3.81% of portfolio
|
Q1 2025
Reduced 94.63%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,562
shares
|
$571,162
0.02% of portfolio
|
Q3 2025
Reduced 88.33%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,542
shares
|
$568,658
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,540
shares
|
$568,408
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
4,536
shares
|
$567,907
0.04% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
4,536
shares
|
$567,907
0.11% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4,498
shares
|
$563,149
0.57% of portfolio
|
Q3 2025
Reduced 19.91%
|
|