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 |
|---|---|---|---|---|---|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,580
shares
|
$323,016
0.13% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
2,565
shares
|
$321,138
0.11% of portfolio
|
Q4 2025
Added 1533.76%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,564
shares
|
$321,012
0.17% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
2,562
shares
|
$320,762
0.08% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,541
shares
|
$318,133
0.05% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
2,540
shares
|
$318,008
0.07% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
2,537
shares
|
$317,632
0.05% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
2,534
shares
|
$317,256
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,532
shares
|
$317,006
0.06% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,520
shares
|
$315,504
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$314,377
0.0% of portfolio
|
Q3 2025
Added 1693.57%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
2,501
shares
|
$313,125
0.0% of portfolio
|
Q3 2025
Reduced 29.98%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
2,500
shares
|
$313,000
0.25% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,490
shares
|
$311,748
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,489
shares
|
$311,622
0.02% of portfolio
|
Q3 2025
Reduced 52.07%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,480
shares
|
$310,496
0.18% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
2,474
shares
|
$309,744
0.12% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,455
shares
|
$307,366
0.45% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,448
shares
|
$306,489
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
2,440
shares
|
$305,488
0.02% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
2,432
shares
|
$304,486
0.09% of portfolio
|
Q3 2025
Added 43.4%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
2,430
shares
|
$304,236
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,427
shares
|
$303,860
0.01% of portfolio
|
Q3 2025
Added 113.08%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,419
shares
|
$302,858
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
2,410
shares
|
$301,732
0.08% of portfolio
|
Q1 2023
New holding
|
|