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 |
|---|---|---|---|---|---|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,001
shares
|
$250,525
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
2,001
shares
|
$250,525
0.02% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$250,400
0.01% of portfolio
|
Q4 2020
Reduced 22.48%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$250,400
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$250,400
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
2,000
shares
|
$250,400
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,998
shares
|
$250,149
0.21% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
1,990
shares
|
$249,148
0.06% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,976
shares
|
$247,395
0.03% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
1,974
shares
|
$247,144
0.08% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,952
shares
|
$244,390
0.0% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,951
shares
|
$244,265
0.21% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,945
shares
|
$243,514
0.01% of portfolio
|
Q3 2025
Reduced 58.86%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,944
shares
|
$243,388
0.01% of portfolio
|
Q3 2025
Added 39.45%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,935
shares
|
$242,262
0.2% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,920
shares
|
$240,384
0.01% of portfolio
|
Q3 2025
Added 40.04%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
1,919
shares
|
$240,258
0.06% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,904
shares
|
$238,380
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$237,880
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
1,897
shares
|
$237,504
0.03% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
1,871
shares
|
$234,249
0.14% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$231,620
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
1,847
shares
|
$231,244
0.1% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,840
shares
|
$230,368
0.1% of portfolio
|
Q3 2025
Added 27.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,837
shares
|
$229,992
0.07% of portfolio
|
Q3 2025
Reduced 4.27%
|
|