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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
2,376
shares
|
$297,475
0.15% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,370
shares
|
$296,724
0.13% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
2,363
shares
|
$295,847
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
2,355
shares
|
$294,846
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,316
shares
|
$289,963
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,315
shares
|
$289,838
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,307
shares
|
$288,836
0.04% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$287,834
0.07% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
2,297
shares
|
$287,584
0.13% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
2,294
shares
|
$287,208
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,269
shares
|
$284,078
0.0% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,264
shares
|
$283,452
0.0% of portfolio
|
Q4 2025
Reduced 29.8%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
2,259
shares
|
$282,826
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
2,250
shares
|
$281,700
0.17% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,244
shares
|
$280,948
0.05% of portfolio
|
Q3 2023
Added 17.36%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,242
shares
|
$280,698
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$280,197
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,231
shares
|
$279,321
0.02% of portfolio
|
Q3 2025
Added 23.19%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,219
shares
|
$277,818
0.01% of portfolio
|
Q3 2025
Added 38.08%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,201
shares
|
$275,565
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
2,200
shares
|
$275,440
0.46% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,199
shares
|
$275,314
0.02% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,188
shares
|
$273,937
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,186
shares
|
$273,687
0.0% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,177
shares
|
$272,560
0.01% of portfolio
|
Q3 2025
Reduced 10.85%
|
|