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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,565
shares
|
$195,938
0.03% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,563
shares
|
$195,687
0.04% of portfolio
|
Q3 2025
Reduced 31.69%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,563
shares
|
$195,687
0.02% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
1,562
shares
|
$195,562
0.03% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,562
shares
|
$195,562
0.0% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
1,560
shares
|
$195,312
0.07% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,554
shares
|
$194,560
0.06% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
1,540
shares
|
$192,808
0.09% of portfolio
|
Q4 2019
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,535
shares
|
$192,182
0.02% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,528
shares
|
$191,305
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,513
shares
|
$189,427
0.04% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,496
shares
|
$187,299
0.01% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,463
shares
|
$183,167
0.06% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,460
shares
|
$182,792
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,439
shares
|
$180,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,434
shares
|
$179,536
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,433
shares
|
$179,411
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
1,425
shares
|
$178,410
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,412
shares
|
$176,782
0.02% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,400
shares
|
$175,280
0.01% of portfolio
|
Q2 2019
Added 40.0%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
1,365
shares
|
$170,898
0.01% of portfolio
|
Q4 2025
Added 8431.25%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,363
shares
|
$170,647
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,353
shares
|
$169,395
0.11% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,348
shares
|
$168,769
0.0% of portfolio
|
Q3 2025
Reduced 88.53%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,345
shares
|
$168,394
0.05% of portfolio
|
Q1 2024
Reduced 10.03%
|
|