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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
450
shares
|
$56,340
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
450
shares
|
$56,340
0.0% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
444
shares
|
$55,588
0.01% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
425
shares
|
$53,210
0.0% of portfolio
|
Q4 2025
Added 27.63%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
419
shares
|
$52,458
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
416
shares
|
$52,083
0.02% of portfolio
|
Q2 2025
Added 41500.0%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
402
shares
|
$50,330
0.0% of portfolio
|
Q4 2025
Reduced 52.2%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
402
shares
|
$50,330
0.0% of portfolio
|
Q3 2022
Added 45.13%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
400
shares
|
$50,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
395
shares
|
$49,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
390
shares
|
$48,828
0.0% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
385
shares
|
$48,202
0.01% of portfolio
|
Q3 2022
Reduced 14.82%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
381
shares
|
$47,701
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
380
shares
|
$47,576
0.0% of portfolio
|
Q4 2025
Reduced 72.46%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
375
shares
|
$46,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
375
shares
|
$46,950
0.05% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
370
shares
|
$46,324
0.02% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
368
shares
|
$46,073
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
355
shares
|
$44,446
0.03% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
352
shares
|
$44,070
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
350
shares
|
$43,820
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
341
shares
|
$42,693
0.0% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
339
shares
|
$42,442
0.05% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
338
shares
|
$42,317
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
335
shares
|
$41,942
0.03% of portfolio
|
Q3 2025
Added 1.52%
|
|