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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
3,692
shares
|
$462,238
0.08% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,690
shares
|
$461,988
0.01% of portfolio
|
Q3 2025
Reduced 63.94%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
3,690
shares
|
$461,988
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
3,680
shares
|
$460,736
0.03% of portfolio
|
Q4 2025
Added 11.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,678
shares
|
$460,485
0.03% of portfolio
|
Q3 2025
Added 147.51%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,668
shares
|
$459,233
0.02% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,644
shares
|
$456,228
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
3,634
shares
|
$454,976
0.13% of portfolio
|
Q4 2025
Reduced 21.58%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,625
shares
|
$453,850
0.04% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,622
shares
|
$453,474
0.02% of portfolio
|
Q3 2025
Added 73.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,615
shares
|
$452,598
0.04% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,614
shares
|
$452,472
0.0% of portfolio
|
Q4 2022
Added 6.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,603
shares
|
$451,095
0.02% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
3,562
shares
|
$445,962
0.36% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,555
shares
|
$445,086
0.03% of portfolio
|
Q3 2025
Reduced 26.61%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 21, 2026 Q4 2025 |
3,550
shares
|
$444,460
0.2% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$444,209
0.06% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,534
shares
|
$442,456
0.14% of portfolio
|
Q4 2025
Added 108.62%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,486
shares
|
$436,447
0.02% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
3,461
shares
|
$433,317
0.05% of portfolio
|
Q4 2025
Reduced 47.51%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
3,459
shares
|
$433,066
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,458
shares
|
$432,941
0.01% of portfolio
|
Q3 2025
Added 6.4%
|
|