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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
113
shares
|
$14,147
0.01% of portfolio
|
Q3 2025
Reduced 98.4%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
110
shares
|
$13,772
0.0% of portfolio
|
Q4 2025
Added 30.95%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
110
shares
|
$13,772
0.01% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
109
shares
|
$13,646
0.0% of portfolio
|
Q2 2025
Added 194.59%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
105
shares
|
$13,146
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
Jan 13, 2026 Q4 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q4 2025
Reduced 99.78%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
98
shares
|
$12,269
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
98
shares
|
$12,269
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
93
shares
|
$11,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
93
shares
|
$11,643
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
91
shares
|
$11,393
0.0% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
91
shares
|
$11,393
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
87
shares
|
$10,892
0.01% of portfolio
|
Q3 2025
Added 141.67%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
84
shares
|
$10,516
0.0% of portfolio
|
Q3 2025
New holding
|
|