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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
221
shares
|
$27,669
0.0% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
220
shares
|
$27,544
0.01% of portfolio
|
Q2 2025
Reduced 32.1%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
220
shares
|
$27,544
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
219
shares
|
$27,418
0.01% of portfolio
|
Q4 2025
Added 563.64%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
214
shares
|
$26,792
0.01% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
211
shares
|
$26,417
0.0% of portfolio
|
Q3 2025
Reduced 57.46%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
211
shares
|
$26,417
0.01% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
209
shares
|
$26,166
0.0% of portfolio
|
Q4 2025
Reduced 48.9%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
207
shares
|
$25,916
0.01% of portfolio
|
Q2 2025
Added 218.46%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$25,540
0.02% of portfolio
|
Q2 2023
Reduced 13.56%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$25,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
200
shares
|
$25,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
200
shares
|
$25,040
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
198
shares
|
$24,789
0.01% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
196
shares
|
$24,539
0.0% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
192
shares
|
$24,038
0.01% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
190
shares
|
$23,788
0.01% of portfolio
|
Q4 2025
Added 8.57%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
190
shares
|
$23,788
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
185
shares
|
$23,162
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
185
shares
|
$23,162
0.04% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
182
shares
|
$22,786
0.0% of portfolio
|
Q3 2024
Reduced 89.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
181
shares
|
$22,661
0.01% of portfolio
|
Q3 2024
Added 53.39%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
180
shares
|
$22,536
0.0% of portfolio
|
Q4 2025
Reduced 30.77%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
177
shares
|
$22,160
0.01% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
171
shares
|
$21,409
0.01% of portfolio
|
Q3 2024
New holding
|
|