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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,220
shares
|
$403,144
0.08% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,216
shares
|
$402,643
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,214
shares
|
$402,392
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
3,214
shares
|
$402,392
0.3% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Jan 23, 2026 Q4 2025 |
3,212
shares
|
$402,142
0.27% of portfolio
|
Q4 2025
Reduced 72.96%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,208
shares
|
$401,641
0.08% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
3,200
shares
|
$400,640
0.08% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
3,200
shares
|
$400,640
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,199
shares
|
$400,514
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
3,190
shares
|
$399,388
0.02% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,187
shares
|
$399,012
0.2% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,185
shares
|
$398,762
0.01% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
3,170
shares
|
$396,884
0.12% of portfolio
|
Q3 2025
Reduced 45.74%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,165
shares
|
$396,258
0.05% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,152
shares
|
$394,630
0.0% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,151
shares
|
$394,505
0.05% of portfolio
|
Q3 2025
Added 129.0%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$390,373
0.1% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
3,111
shares
|
$389,497
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,107
shares
|
$388,996
0.05% of portfolio
|
Q3 2020
Added 10.73%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,106
shares
|
$388,871
0.02% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
3,106
shares
|
$388,871
0.27% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
3,100
shares
|
$388,120
0.08% of portfolio
|
Q4 2025
Reduced 55.71%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,097
shares
|
$387,744
0.07% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
3,080
shares
|
$385,616
0.01% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
3,060
shares
|
$383,112
0.76% of portfolio
|
Q4 2023
Reduced 16.23%
|
|