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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,825
shares
|
$228,490
0.03% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,820
shares
|
$227,864
0.01% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,817
shares
|
$227,488
0.04% of portfolio
|
Q3 2025
Reduced 37.17%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$227,363
0.01% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,811
shares
|
$226,737
0.05% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,800
shares
|
$225,360
0.04% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,780
shares
|
$222,856
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,779
shares
|
$222,730
0.1% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,770
shares
|
$221,604
0.02% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,767
shares
|
$221,228
0.08% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,750
shares
|
$219,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
1,739
shares
|
$217,722
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,723
shares
|
$215,719
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,719
shares
|
$215,218
0.08% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,707
shares
|
$213,716
0.01% of portfolio
|
Q3 2025
Reduced 28.52%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,702
shares
|
$213,090
0.02% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
1,700
shares
|
$212,840
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,700
shares
|
$212,840
0.15% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$212,840
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$212,840
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,696
shares
|
$212,339
0.02% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,679
shares
|
$210,210
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,676
shares
|
$209,835
0.03% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
1,670
shares
|
$209,084
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,668
shares
|
$208,833
0.0% of portfolio
|
Q1 2025
Reduced 5.44%
|
|