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 |
|---|---|---|---|---|---|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
3,450
shares
|
$431,940
0.04% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
3,449
shares
|
$431,814
0.01% of portfolio
|
Q4 2025
Added 7.41%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,440
shares
|
$430,688
0.18% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,438
shares
|
$430,437
0.13% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
3,415
shares
|
$427,558
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,412
shares
|
$427,182
0.1% of portfolio
|
Q3 2025
Added 69.58%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
3,411
shares
|
$427,057
0.0% of portfolio
|
Q3 2025
Reduced 19.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
3,404
shares
|
$426,180
0.02% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
3,362
shares
|
$420,922
0.1% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,346
shares
|
$418,919
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
3,343
shares
|
$418,543
0.22% of portfolio
|
Q3 2025
Added 101.02%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,341
shares
|
$418,293
0.03% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,331
shares
|
$417,041
0.06% of portfolio
|
Q4 2025
Added 44.57%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
3,324
shares
|
$416,164
0.07% of portfolio
|
Q3 2025
Added 150.11%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
3,322
shares
|
$415,914
0.33% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
3,300
shares
|
$413,160
0.09% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$410,781
0.25% of portfolio
|
Q2 2023
Added 4.03%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
3,280
shares
|
$410,656
0.06% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,276
shares
|
$410,155
0.01% of portfolio
|
Q3 2025
Added 31.46%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,257
shares
|
$407,776
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,254
shares
|
$407,400
0.01% of portfolio
|
Q4 2025
Reduced 77.14%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
3,251
shares
|
$407,025
0.08% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
3,248
shares
|
$406,649
0.19% of portfolio
|
Q1 2023
New holding
|
|