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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
2,169
shares
|
$271,558
0.03% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
2,156
shares
|
$269,931
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
2,150
shares
|
$269,180
0.16% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,141
shares
|
$268,053
0.02% of portfolio
|
Q4 2024
Added 201.55%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,132
shares
|
$266,926
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,124
shares
|
$265,924
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,113
shares
|
$264,547
0.06% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,100
shares
|
$262,920
0.03% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,093
shares
|
$262,043
0.0% of portfolio
|
Q4 2022
Reduced 48.38%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,091
shares
|
$261,793
0.35% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,087
shares
|
$261,292
0.01% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,083
shares
|
$260,791
0.03% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,074
shares
|
$259,664
0.02% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,071
shares
|
$259,289
0.3% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,062
shares
|
$258,162
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,061
shares
|
$258,037
0.04% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,048
shares
|
$256,409
0.11% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,046
shares
|
$256,159
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,043
shares
|
$255,783
0.24% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
2,029
shares
|
$254,030
0.09% of portfolio
|
Q3 2025
Reduced 61.23%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
2,024
shares
|
$253,404
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
2,022
shares
|
$253,154
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
2,017
shares
|
$252,528
0.0% of portfolio
|
Q3 2025
Reduced 76.53%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$252,152
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,011
shares
|
$251,777
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|