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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,003
shares
|
$125,575
0.02% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,001
shares
|
$125,325
0.02% of portfolio
|
Q4 2025
Added 881.37%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
985
shares
|
$123,322
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
978
shares
|
$122,445
0.02% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
939
shares
|
$117,562
0.01% of portfolio
|
Q3 2025
Reduced 95.3%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
936
shares
|
$117,187
0.04% of portfolio
|
Q3 2025
Added 150.94%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
925
shares
|
$115,810
0.01% of portfolio
|
Q1 2025
Reduced 30.19%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
919
shares
|
$115,058
0.05% of portfolio
|
Q1 2024
Reduced 89.46%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
900
shares
|
$112,680
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
877
shares
|
$109,800
0.11% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
872
shares
|
$109,174
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
870
shares
|
$108,924
0.01% of portfolio
|
Q4 2025
Reduced 49.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
864
shares
|
$108,172
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
859
shares
|
$107,546
0.01% of portfolio
|
Q3 2025
Added 192.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
854
shares
|
$106,920
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
847
shares
|
$106,044
0.02% of portfolio
|
Q4 2025
Added 139.94%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
846
shares
|
$105,919
0.02% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
844
shares
|
$105,668
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
803
shares
|
$100,535
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
800
shares
|
$100,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
800
shares
|
$100,160
0.02% of portfolio
|
Q4 2025
Reduced 62.1%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
782
shares
|
$97,906
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
779
shares
|
$97,530
0.01% of portfolio
|
Q4 2025
Reduced 40.85%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
771
shares
|
$96,529
0.04% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
763
shares
|
$95,527
0.04% of portfolio
|
Q4 2025
Reduced 26.63%
|
|