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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
44
shares
|
$5,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
44
shares
|
$5,508
0.0% of portfolio
|
Q3 2025
Reduced 45.68%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
43
shares
|
$5,383
0.0% of portfolio
|
Q3 2025
Added 38.71%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
42
shares
|
$5,258
0.0% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
42
shares
|
$5,258
0.0% of portfolio
|
Q4 2025
Reduced 99.86%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
42
shares
|
$5,258
0.1% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
42
shares
|
$5,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
41
shares
|
$5,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
39
shares
|
$4,882
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
37
shares
|
$4,632
0.0% of portfolio
|
Q3 2025
Added 76.19%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
Reduced 91.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
35
shares
|
$4,382
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
33
shares
|
$4,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
33
shares
|
$4,131
0.02% of portfolio
|
Q3 2025
Reduced 65.98%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
31
shares
|
$3,881
0.0% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
30
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
29
shares
|
$3,630
0.0% of portfolio
|
Q4 2025
Reduced 83.71%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,130
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2025
Added 9.52%
|
|