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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
4,030
shares
|
$504,556
0.15% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,023
shares
|
$503,679
0.15% of portfolio
|
Q4 2025
Added 5.42%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,018
shares
|
$503,053
0.09% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,006
shares
|
$501,551
0.03% of portfolio
|
Q4 2023
Added 2.32%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$500,800
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Tls Advisors LLC
Miami, FL |
Nov 04, 2025 Q3 2025 |
4,000
shares
|
$500,800
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,983
shares
|
$498,671
0.04% of portfolio
|
Q4 2025
Reduced 51.75%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
3,973
shares
|
$497,419
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
3,966
shares
|
$496,543
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,961
shares
|
$495,917
0.0% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,950
shares
|
$494,540
0.01% of portfolio
|
Q4 2025
Reduced 20.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,893
shares
|
$487,403
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
3,888
shares
|
$486,777
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,882
shares
|
$486,026
0.13% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,860
shares
|
$483,272
0.12% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,845
shares
|
$481,394
0.03% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,815
shares
|
$477,638
0.09% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
3,812
shares
|
$477,262
0.03% of portfolio
|
Q4 2025
Reduced 47.07%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,805
shares
|
$476,386
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,769
shares
|
$471,878
0.01% of portfolio
|
Q3 2025
Added 87.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,766
shares
|
$471,503
0.02% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,762
shares
|
$471,002
0.14% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
3,760
shares
|
$470,752
0.01% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
3,750
shares
|
$469,500
0.21% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,719
shares
|
$465,618
0.21% of portfolio
|
Q2 2022
Added 34.89%
|
|