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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,152 | $23.4B |
| Q1 2026 | 1,264 | $26.0B |
| Q4 2025 | 1,401 | $32.2B |
| Q3 2025 | 1,736 | $62.2B |
| Q2 2025 | 1,848 | $84.5B |
| Q1 2025 | 1,940 | $112.4B |
| Q4 2024 | 1,904 | $105.8B |
| Q3 2024 | 1,727 | $92.3B |
| Q2 2024 | 1,669 | $77.4B |
| Q1 2024 | 1,646 | $85.2B |
| Q4 2023 | 1,592 | $71.6B |
| Q3 2023 | 1,491 | $61.6B |
| Q2 2023 | 1,476 | $69.9B |
| Q1 2023 | 1,436 | $63.4B |
| Q4 2022 | 1,433 | $56.6B |
| Q3 2022 | 1,345 | $53.5B |
| Q2 2022 | 1,329 | $50.9B |
| Q1 2022 | 1,345 | $58.7B |
| Q4 2021 | 1,360 | $61.4B |
| Q3 2021 | 1,329 | $65.1B |
| Q2 2021 | 1,344 | $64.3B |
| Q1 2021 | 1,334 | $73.5B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 4,990 | $1.10M | 0.03% | +195+4.1% | Added |
| SummitTX Capital, L.P. | 4,992 | $1.10M | 0.05% | +4,992 | New |
| Atlas Capital Advisors LLC | 5,001 | $1.10M | 0.14% | −277−5.2% | Reduced |
| Townsend Asset Management Corp | 5,004 | $1.11M | 0.43% | −189−3.6% | Reduced |
| Harvest Fund Management Co., Ltd | 5,062 | $1.12M | 0.06% | +787+18.4% | Added |
| Mesirow Financial Investment Management, Inc. | 5,066 | $1.12M | 0.02% | +2,138+73.0% | Added |
| Forbes J M & Co LLP | 5,066 | $1.12M | 0.11% | −255−4.8% | Reduced |
| Picton Mahoney Asset Management | 5,069 | $1.12M | 0.04% | +5,063+84,383.3% | Added |
| Capital Investment Advisors, LLC | 5,109 | $1.13M | 0.02% | +203+4.1% | Added |
| Leonteq Securities AG | 5,115 | $1.13M | 0.09% | +261+5.4% | Added |
| Trivant Custom Portfolio Group, LLC | 5,163 | $1.14M | 0.66% | +93+1.8% | Added |
| Certified Advisory Corp | 5,201 | $1.15M | 0.13% | −516−9.0% | Reduced |
| Unigestion Holding SA | 5,201 | $1.15M | 0.07% | +5,201 | New |
| Dynamic Advisor Solutions LLC | 5,208 | $1.15M | 0.04% | −854−14.1% | Reduced |
| Portfolio Design Labs, LLC | 5,214 | $1.15M | 0.24% | −11,541−68.9% | Reduced |
| Park Place Capital Corp | 5,263 | $1.16M | 0.32% | −2,296−30.4% | Reduced |
| Everhart Financial Group, Inc. | 5,284 | $1.17M | 0.16% | +598+12.8% | Added |
| Forum Financial Management, LP | 5,288 | $1.17M | 0.02% | +16+0.3% | Added |
| First Citizens Bank & Trust Co | 5,292 | $1.17M | 0.03% | −132−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,307 | $1.17M | 0.01% | +698+15.1% | Added |
| StoneX Group Inc. | 5,374 | $1.19M | 0.07% | +4,257+381.1% | Added |
| Allred Capital Management, LLC | 5,375 | $1.19M | 0.47% | +454+9.2% | Added |
| Delta Financial Group, Inc. | 5,366 | $1.19M | 0.27% | +73+1.4% | Added |
| LVM Capital Management Ltd | 5,400 | $1.19M | 0.13% | 00.0% | Unchanged |
| US Asset Management LLC | 5,406 | $1.19M | 1.14% | +1,256+30.3% | Added |
| NVWM, LLC | 5,407 | $1.19M | 0.32% | −4−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,420 | $1.20M | 0.04% | −123−2.2% | Reduced |
| Modera Wealth Management, LLC | 5,444 | $1.20M | 0.02% | −399−6.8% | Reduced |
| VeraBank, N.A. | 5,445 | $1.20M | 0.34% | −1,000−15.5% | Reduced |
| Parsons Capital Management Inc | 5,455 | $1.20M | 0.07% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,483 | $1.21M | 0.10% | −1,076−16.4% | Reduced |
| Fortem Financial Group, LLC | 5,584 | $1.23M | 0.48% | −780−12.3% | Reduced |
| Shepherd Financial Partners LLC | 5,652 | $1.25M | 0.15% | −97−1.7% | Reduced |
| Drive Wealth Management, LLC | 5,658 | $1.25M | 0.29% | +5,658 | New |
| United Community Bank | 5,660 | $1.25M | 0.47% | +231+4.3% | Added |
| Bridgeway Capital Management, LLC | 5,690 | $1.26M | 0.03% | +5,690 | New |
| Copperwynd Financial, LLC | 5,697 | $1.26M | 0.35% | −70−1.2% | Reduced |
| Evergreen Capital Management LLC | 5,710 | $1.26M | 0.04% | +117+2.1% | Added |
| Cigna Investments Inc | 5,715 | $1.26M | 0.24% | −151−2.6% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $1.28M | 0.04% | 00.0% | Unchanged |
| LGT Group Foundation | 5,836 | $1.29M | 0.02% | +2,257+63.1% | Added |
| Argonautica Private Wealth Management, Inc | 5,849 | $1.29M | 0.44% | +2,990+104.6% | Added |
| Tectonic Advisors LLC | 5,928 | $1.31M | 0.08% | −301−4.8% | Reduced |
| Veracity Capital LLC | 5,956 | $1.32M | 0.52% | −2,418−28.9% | Reduced |
| Prentiss Smith & Co Inc | 5,960 | $1.32M | 0.85% | −16−0.3% | Reduced |
| Redwood Investment Management, LLC | 5,978 | $1.32M | 0.14% | +5,978 | New |
| Hennion & Walsh Asset Management, Inc. | 5,993 | $1.32M | 0.06% | +801+15.4% | Added |
| Perkins Coie Trust Co | 5,997 | $1.32M | 0.30% | +7+0.1% | Added |
| Settian Capital LP | 6,000 | $1.32M | 1.03% | −1,000−14.3% | Reduced |
| Okabena Investment Services Inc | 6,000 | $1.32M | 0.33% | +4,000+200.0% | Added |
| Chicago Trust Co NA | 6,026 | $1.33M | 0.24% | −49−0.8% | Reduced |
| Arcataur Capital Management LLC | 6,042 | $1.33M | 0.45% | −406−6.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,084 | $1.34M | 0.03% | +3,349+122.4% | Added |
| Stonebrook Private Inc. | 6,088 | $1.34M | 0.35% | −30.0% | Reduced |
| Gould Capital, LLC | 6,174 | $1.36M | 0.95% | −1,214−16.4% | Reduced |
| Allworth Financial LP | 7,717 | $1.37M | 0.01% | +541+7.5% | Added |
| Washington Trust Co | 6,193 | $1.37M | 0.05% | −273−4.2% | Reduced |
| Williamson Legacy Group, LLC | 6,208 | $1.37M | 1.30% | +188+3.1% | Added |
| Kingsview Wealth Management, LLC | 6,218 | $1.37M | 0.03% | −26−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 6,218 | $1.37M | 0.18% | −48−0.8% | Reduced |
| RIA Advisory Group LLC | 6,226 | $1.37M | 0.45% | −1,122−15.3% | Reduced |
| Syon Capital LLC | 6,302 | $1.39M | 0.11% | +1,223+24.1% | Added |
| SlateStone Wealth, LLC | 6,308 | $1.39M | 0.14% | +2,000+46.4% | Added |
| J.W. Cole Advisors, Inc. | 6,320 | $1.40M | 0.04% | +3,370+114.2% | Added |
| Boston Trust Walden Corp | 6,338 | $1.40M | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,369 | $1.41M | 0.05% | +82+1.3% | Added |
| David Loasby | 6,882 | $1.41M | 0.14% | −18−0.3% | Reduced |
| Financial Advocates Investment Management | 6,398 | $1.41M | 0.10% | +68+1.1% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.41M | 0.91% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 6,430 | $1.42M | 0.21% | −421−6.1% | Reduced |
| Axq Capital, LP | 6,435 | $1.42M | 0.57% | +6,435 | New |
| IPG Investment Advisors LLC | 6,451 | $1.42M | 0.32% | +6,451 | New |
| Voya Financial Advisors, Inc. | 6,609 | $1.43M | 0.16% | −124−1.8% | Reduced |
| Hengehold Capital Management LLC | 6,476 | $1.43M | 0.14% | +1,820+39.1% | Added |
| Wedmont Private Capital | 6,889 | $1.43M | 0.07% | +306+4.6% | Added |
| Yarbrough Capital, LLC | 6,499 | $1.44M | 0.06% | −3,257−33.4% | Reduced |
| Trust Asset Management LLC | 6,571 | $1.45M | 0.12% | −768−10.5% | Reduced |
| Empower Advisory Group, LLC | 6,586 | $1.45M | 0.00% | −823−11.1% | Reduced |
| Meritage Portfolio Management | 6,650 | $1.47M | 0.10% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 6,673 | $1.47M | 1.31% | −1,520−18.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $1.47M | 0.20% | +1,219+22.3% | Added |
| Dogwood Wealth Management LLC | 6,715 | $1.48M | 0.78% | −112−1.6% | Reduced |
| Pacific Point Advisors, LLC | 6,717 | $1.48M | 0.83% | +535+8.7% | Added |
| Atomi Financial Group, Inc. | 6,717 | $1.48M | 0.07% | +1,371+25.6% | Added |
| Valeo Financial Advisors, LLC | 6,745 | $1.49M | 0.04% | +2,203+48.5% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.49M | 0.72% | 00.0% | Unchanged |
| Delphi Management Inc | 6,754 | $1.49M | 1.52% | −635−8.6% | Reduced |
| Burling Wealth Partners, LLC | 6,753 | $1.49M | 0.31% | −347−4.9% | Reduced |
| Cheviot Value Management, LLC | 8,060 | $1.50M | 0.18% | −37,644−82.4% | Reduced |
| BankPlus Trust Department | 6,803 | $1.50M | 0.50% | −269−3.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,816 | $1.51M | 0.05% | −19−0.3% | Reduced |
| AlTi Global, Inc. | 6,859 | $1.51M | 0.04% | −68−1.0% | Reduced |
| Parallel Advisors, LLC | 6,864 | $1.52M | 0.03% | +735+12.0% | Added |
| Engineers Gate Manager LP | 6,869 | $1.52M | 0.03% | −2,163−23.9% | Reduced |
| SkyView Investment Advisors, LLC | 6,868 | $1.52M | 0.23% | +494+7.8% | Added |
| Legacy Trust | 6,896 | $1.52M | 0.37% | −55−0.8% | Reduced |
| Trust Co of Vermont | 6,912 | $1.53M | 0.08% | +73+1.1% | Added |
| Prelude Capital Management, LLC | 6,920 | $1.53M | 0.15% | −5,182−42.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,923 | $1.53M | 0.02% | +168+2.5% | Added |
| Ritholtz Wealth Management | 6,927 | $1.53M | 0.05% | +1,821+35.7% | Added |