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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
81
shares
|
$10,141
0.01% of portfolio
|
Q4 2025
Added 161.29%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
81
shares
|
$10,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q4 2025
Reduced 64.15%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
73
shares
|
$9,139
0.0% of portfolio
|
Q3 2025
Added 217.39%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
72
shares
|
$9,014
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
69
shares
|
$8,638
0.0% of portfolio
|
Q3 2025
Reduced 31.68%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
64
shares
|
$8,012
0.0% of portfolio
|
Q4 2025
Reduced 66.84%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
61
shares
|
$7,637
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
61
shares
|
$7,637
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
60
shares
|
$7,512
0.0% of portfolio
|
Q4 2025
Added 328.57%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
56
shares
|
$7,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
53
shares
|
$6,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
53
shares
|
$6,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
51
shares
|
$6,385
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q4 2025
Reduced 88.24%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q3 2023
Reduced 88.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
49
shares
|
$6,134
0.0% of portfolio
|
Q3 2025
Reduced 68.39%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
46
shares
|
$5,759
0.0% of portfolio
|
Q4 2025
Added 91.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
46
shares
|
$5,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
45
shares
|
$5,634
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2025
New holding
|
|