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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
23
shares
|
$2,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
21
shares
|
$2,629
0.0% of portfolio
|
Q4 2025
Reduced 47.5%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
20
shares
|
$2,504
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
20
shares
|
$2,504
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
18
shares
|
$2,253
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
18
shares
|
$2,253
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
18
shares
|
$2,253
0.0% of portfolio
|
Q4 2025
Reduced 83.02%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$2,003
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
14
shares
|
$1,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
13
shares
|
$1,627
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
13
shares
|
$1,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
13
shares
|
$1,627
0.0% of portfolio
|
Q3 2025
Added 85.71%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
12
shares
|
$1,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12
shares
|
$1,502
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$1,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
12
shares
|
$1,502
0.06% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
12
shares
|
$1,502
0.0% of portfolio
|
Q4 2025
Reduced 95.18%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11
shares
|
$1,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
10
shares
|
$1,252
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
10
shares
|
$1,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9
shares
|
$1,126
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,126
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|