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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,325
shares
|
$165,890
0.1% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,322
shares
|
$165,514
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
1,322
shares
|
$165,514
0.02% of portfolio
|
Q4 2025
Reduced 25.06%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,314
shares
|
$164,512
0.03% of portfolio
|
Q3 2025
Reduced 41.65%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
1,293
shares
|
$161,883
0.08% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$159,630
0.07% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$156,500
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
1,245
shares
|
$155,874
0.06% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,227
shares
|
$153,620
0.01% of portfolio
|
Q4 2025
Reduced 52.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,209
shares
|
$151,366
0.01% of portfolio
|
Q4 2025
Added 8.92%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$150,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,200
shares
|
$150,240
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
1,183
shares
|
$148,111
0.08% of portfolio
|
Q4 2025
Reduced 34.53%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,180
shares
|
$147,736
0.05% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$147,610
0.01% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,172
shares
|
$146,734
0.03% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,165
shares
|
$145,858
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,163
shares
|
$145,607
0.01% of portfolio
|
Q3 2025
Reduced 55.41%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
1,155
shares
|
$144,606
0.01% of portfolio
|
Q4 2025
Reduced 89.65%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
1,147
shares
|
$143,604
0.01% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,114
shares
|
$139,472
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,090
shares
|
$136,468
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,069
shares
|
$133,838
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,053
shares
|
$131,835
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
1,012
shares
|
$126,702
0.0% of portfolio
|
Q3 2025
New holding
|
|