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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,290
shares
|
$537,108
0.22% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,288
shares
|
$536,857
0.1% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
4,286
shares
|
$536,607
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,280
shares
|
$535,856
0.04% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
4,280
shares
|
$535,856
0.1% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,279
shares
|
$535,730
0.02% of portfolio
|
Q3 2025
Added 66.63%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
4,265
shares
|
$533,978
0.0% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,242
shares
|
$531,098
0.08% of portfolio
|
Q3 2025
Reduced 44.3%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,237
shares
|
$530,472
0.11% of portfolio
|
Q3 2025
Added 97.35%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
4,216
shares
|
$527,843
0.01% of portfolio
|
Q4 2025
Reduced 87.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,209
shares
|
$526,966
0.2% of portfolio
|
Q3 2025
Added 53.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,191
shares
|
$524,713
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
4,170
shares
|
$522,084
0.08% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,156
shares
|
$520,331
0.11% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,151
shares
|
$519,705
0.17% of portfolio
|
Q4 2024
Added 542.57%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
4,149
shares
|
$519,454
0.15% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
4,100
shares
|
$513,320
0.1% of portfolio
|
Q3 2025
Reduced 31.55%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
4,100
shares
|
$513,320
0.28% of portfolio
|
Q2 2025
Added 720.0%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
4,098
shares
|
$513,069
0.03% of portfolio
|
Q4 2025
Added 55.46%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,067
shares
|
$509,188
0.04% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
4,059
shares
|
$508,186
0.28% of portfolio
|
Q3 2025
Reduced 45.97%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,055
shares
|
$507,686
0.03% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
4,033
shares
|
$504,931
0.05% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,032
shares
|
$504,806
0.02% of portfolio
|
Q3 2025
Added 29.9%
|
|