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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
4,492
shares
|
$562,398
0.11% of portfolio
|
Q4 2025
Reduced 92.88%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,488
shares
|
$561,897
0.01% of portfolio
|
Q3 2025
Added 103.45%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,486
shares
|
$561,647
0.08% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,478
shares
|
$560,645
0.08% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
4,451
shares
|
$557,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
4,451
shares
|
$557,265
0.11% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
4,446
shares
|
$556,639
0.01% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,445
shares
|
$556,514
0.05% of portfolio
|
Q4 2019
Added 9.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
4,406
shares
|
$551,631
0.02% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
4,402
shares
|
$551,130
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
4,398
shares
|
$550,629
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,391
shares
|
$549,753
0.09% of portfolio
|
Q4 2025
Added 22.07%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,389
shares
|
$549,502
0.25% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,377
shares
|
$548,000
0.03% of portfolio
|
Q3 2025
Added 40.88%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
4,376
shares
|
$547,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
4,359
shares
|
$545,746
0.02% of portfolio
|
Q3 2025
Reduced 96.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
4,359
shares
|
$545,746
0.01% of portfolio
|
Q4 2025
Added 128.34%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
4,354
shares
|
$545,120
0.08% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
4,350
shares
|
$544,620
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
4,343
shares
|
$543,743
0.04% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,338
shares
|
$543,117
0.28% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
4,331
shares
|
$542,241
0.28% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,327
shares
|
$541,740
0.06% of portfolio
|
Q3 2025
Added 137.62%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$541,364
0.02% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
4,318
shares
|
$540,613
0.04% of portfolio
|
Q2 2025
Added 2.32%
|
|