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Livermore
Livermore
ZHEN

Fiserv Inc

FISV
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0000798354

In the last 90 days, Fiserv Inc insiders filed 1 open-market purchase and 0 sales; 1,152 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

13F holders, Q1 2025

Institutional positions in Fiserv Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,940
+66 vs. Q4 2024
Shares held
509.8M
+4.11M (+0.8%) vs. Q4 2024
Total value
$112.4B
+$8.33B (+8.0%) vs. Q4 2024
New holders
168
638 more added
Sold out
102
834 more reduced

30 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FISV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 1,940 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ1 2025: $112.4B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2024.

Institutions holding FISV in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Halbert Hargrove Global Advisors, LLC1$2210.00%+1New
Wood Tarver Financial Group, LLC2$4420.00%00.0%Unchanged
Richardson Capital Management LLC3$6620.00%+3New
Inlight Wealth Management, LLC3$6620.00%+3New
HFM Investment Advisors, LLC4$8840.00%+4New
Bear Mountain Capital, Inc.5$9260.00%+5New
Chesapeake Asset Management LLC5$1.10K0.00%00.0%Unchanged
Clear Street Markets LLC5$1.10K0.00%+3+150.0%Added
GoalVest Advisory LLC5$1.10K0.00%+5New
Olistico Wealth, LLC5$1.10K0.00%+5New
Quest 10 Wealth Builders, Inc.5$1.14K0.00%+5New
Capital A Wealth Management, LLC6$1.32K0.00%−1−14.3%Reduced
Redwood Park Advisors LLC6$1.32K0.00%00.0%Unchanged
American Capital Advisory, LLC6$1.32K0.00%+6New
Eq Wealth Advisors, LLC6$1.32K0.00%+6New
Parkworth Wealth Management, Inc.7$1.55K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$1.55K0.00%+7New
JCIC Asset Management Inc.8$1.77K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.8$1.77K0.00%00.0%Unchanged
S&T Bank8$1.77K0.00%+8New
1620 Investment Advisors, Inc.8$1.81K0.00%00.0%Unchanged
PayPay Securities Corp8$1.84K0.10%−4−33.3%Reduced
WealthCollab, LLC9$1.99K0.00%+9New
Caldwell Sutter Capital, Inc.10$2.21K0.00%00.0%Unchanged
Greenline Partners, LLC10$2.21K0.00%+10New
Bare Financial Services, Inc11$2.43K0.00%+11New
DAGCO, Inc.12$2.65K0.00%+12New
POM Investment Strategies, LLC13$2.87K0.00%00.0%Unchanged
JDM Financial Group LLC13$2.87K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$3.37K0.00%+1+6.7%Added
Glen Eagle Advisors, LLC16$3.53K0.00%00.0%Unchanged
WestEnd Advisors, LLC16$3.53K0.00%+11+220.0%Added
Winnow Wealth LLC20$4.26K0.00%+6+42.9%Added
New Millennium Group LLC21$4.64K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC21$4.64K0.00%+4+23.5%Added
FWL Investment Management, LLC21$4.64K0.00%+21New
Ridgewood Investments LLC23$4.97K0.00%00.0%Unchanged
Golden State Wealth Management, LLC23$5.08K0.00%−5−17.9%Reduced
FSA Wealth Management LLC23$5.08K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.23$5.08K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC23$5.08K0.00%00.0%Unchanged
Westend Capital Management, LLC25$5.52K0.00%00.0%Unchanged
TFC Financial Management25$5.52K0.00%00.0%Unchanged
Breakwater Investment Management25$5.52K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton26$5.74K0.00%00.0%Unchanged
Tidemark, LLC27$5.96K0.00%00.0%Unchanged
Horizon Financial Services, LLC27$5.96K0.00%+4+17.4%Added
Caitong International Asset Management Co., Ltd28$6.18K0.00%+28New
Trifecta Capital Advisors, LLC28$6.18K0.00%00.0%Unchanged
First United Bank Trust29$6.40K0.00%+29New
CBIZ Investment Advisory Services, LLC29$6.40K0.00%+29New
Kestra Investment Management, LLC30$6.63K0.00%−212−87.6%Reduced
Fairway Wealth LLC30$6.63K0.00%−13−30.2%Reduced
Clark Wealth Partners30$6.63K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.30$6.63K0.00%+30New
Richard W. Paul & Associates, LLC32$7.07K0.00%−3−8.6%Reduced
Hughes Financial Services, LLC32$7.10K0.00%+32New
True Wealth Design, LLC33$7.26K0.00%+26+371.4%Added
Stonebridge Financial Group, LLC34$7.51K0.00%+5+17.2%Added
Valued Wealth Advisors LLC34$7.51K0.00%00.0%Unchanged
Tompkins Financial Corp35$7.73K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.35$7.73K0.01%+35New
WealthTrak Capital Management LLC35$7.73K0.01%+20+133.3%Added
TD Capital Management LLC37$8.17K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.38$8.39K0.00%00.0%Unchanged
Global Financial Private Client, LLC38$8.39K0.00%+20+111.1%Added
SJS Investment Consulting Inc.39$8.61K0.00%−2−4.9%Reduced
Stone House Investment Management, LLC40$8.83K0.00%+40New
Bogart Wealth, LLC42$9.28K0.00%−1−2.3%Reduced
ROSS\JOHNSON & Associates LLC42$9.28K0.16%+2+5.0%Added
MorganRosel Wealth Management, LLC42$9.28K0.00%+42New
Sunbelt Securities, Inc.44$9.72K0.00%−250−85.0%Reduced
TCTC Holdings, LLC44$9.72K0.00%+44New
Pandora Wealth, Inc.44$9.72K0.01%+44New
Nova Wealth Management, Inc.47$10.4K0.01%+47New
Salomon & Ludwin, LLC49$10.8K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.50$11.0K0.00%+50New
Your Advocates Ltd., LLP50$11.0K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.51$11.3K0.04%00.0%Unchanged
Hoey Investments, Inc52$11.5K0.00%00.0%Unchanged
Highline Wealth Partners LLC57$12.6K0.00%+19+50.0%Added
YANKCOM Partnership62$13.7K0.01%+62New
Avion Wealth72$14.0K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc65$14.4K0.01%00.0%Unchanged
Red Tortoise LLC67$14.8K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc76$15.6K0.00%00.0%Unchanged
Arlington Trust Co LLC73$16.1K0.00%−23−24.0%Reduced
Ravenstone Capital Management Inc.75$16.6K0.01%−325−81.3%Reduced
Beacon Capital Management, LLC76$16.7K0.00%−24−24.0%Reduced
Tortoise Investment Management, LLC78$17.2K0.00%−9−10.3%Reduced
Bullock Wealth Management Group85$18.9K0.01%−68−44.4%Reduced
Cherry Tree Wealth Management, LLC89$19.7K0.00%+34+61.8%Added
ORG Partners LLC89$19.8K0.00%−1,950−95.6%Reduced
REAP Financial Group, LLC90$19.8K0.00%+25+38.5%Added
Delta Asset Management LLC90$19.9K0.00%00.0%Unchanged
Barrett & Company, Inc.90$19.9K0.01%00.0%Unchanged
PFS Partners, LLC90$19.9K0.01%00.0%Unchanged
Asset Dedication, LLC90$19.9K0.00%+6+7.1%Added
Alpine Bank Wealth Management90$19.9K0.00%+90New
Noble Wealth Management PBC91$20.1K0.01%−13−12.5%Reduced