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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
331
shares
|
$41,441
0.01% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
327
shares
|
$40,940
0.02% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
320
shares
|
$40,064
0.03% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
312
shares
|
$39,062
0.0% of portfolio
|
Q4 2025
Reduced 35.8%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
312
shares
|
$39,062
0.01% of portfolio
|
Q4 2025
Added 35.06%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
309
shares
|
$38,686
0.0% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
300
shares
|
$37,560
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
300
shares
|
$37,560
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
275
shares
|
$34,430
0.02% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
266
shares
|
$33,303
0.01% of portfolio
|
Q4 2025
Added 15.65%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
260
shares
|
$32,552
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
260
shares
|
$32,552
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
255
shares
|
$31,926
0.02% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
251
shares
|
$31,425
0.01% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
250
shares
|
$31,300
0.01% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
250
shares
|
$31,300
0.02% of portfolio
|
Q3 2025
Reduced 33.51%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
244
shares
|
$30,548
0.0% of portfolio
|
Q4 2025
Reduced 90.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
244
shares
|
$30,548
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
244
shares
|
$30,548
0.0% of portfolio
|
Q2 2025
Added 960.87%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
244
shares
|
$30,548
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
237
shares
|
$29,672
1.66% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
233
shares
|
$29,171
0.0% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
232
shares
|
$29,046
0.02% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
231
shares
|
$28,921
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
223
shares
|
$27,919
0.0% of portfolio
|
Q3 2025
New holding
|
|