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 |
|---|---|---|---|---|---|
| Hel Ved Capital Management Ltd | 6,950 | $1.53M | 0.77% | −4,800−40.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,950 | $1.53M | 0.22% | +6,950 | New |
| Anchor Capital Advisors LLC | 6,969 | $1.54M | 0.05% | −38−0.5% | Reduced |
| Sheets Smith Investment Management | 6,979 | $1.54M | 1.54% | +9+0.1% | Added |
| Highland Capital Management, LLC | 6,983 | $1.54M | 0.09% | +1,047+17.6% | Added |
| HBK Sorce Advisory LLC | 7,010 | $1.55M | 0.05% | +193+2.8% | Added |
| Maia Wealth LLC | 7,314 | $1.55M | 0.35% | −78−1.1% | Reduced |
| Smith, Moore & Co. | 7,087 | $1.57M | 0.14% | +150+2.2% | Added |
| SRS Capital Advisors, Inc. | 7,111 | $1.57M | 0.10% | −662−8.5% | Reduced |
| Purkiss Capital Advisors LLC | 7,115 | $1.57M | 1.19% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 7,134 | $1.58M | 0.16% | +7,134 | New |
| Level Four Advisory Services, LLC | 7,146 | $1.58M | 0.06% | −2,692−27.4% | Reduced |
| Court Place Advisors, LLC | 7,165 | $1.58M | 0.52% | +67+0.9% | Added |
| Legend Financial Advisors, Inc. | 7,208 | $1.59M | 1.17% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 7,214 | $1.59M | 0.72% | +573+8.6% | Added |
| Mystic Asset Management, Inc. | 7,225 | $1.60M | 0.42% | −10−0.1% | Reduced |
| Spinnaker Trust | 7,296 | $1.61M | 0.11% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 7,304 | $1.61M | 0.05% | −718−9.0% | Reduced |
| Lebenthal Global Advisors, LLC | 7,334 | $1.62M | 0.30% | −1,189−14.0% | Reduced |
| Jane Street Group, LLC | 7,337 | $1.62M | 0.00% | −108,147−93.6% | Reduced |
| Eukles Asset Management | 7,346 | $1.62M | 0.71% | +1,098+17.6% | Added |
| Allianz SE | 7,383 | $1.63M | 0.04% | −4,561−38.2% | Reduced |
| Boston Family Office LLC | 7,402 | $1.64M | 0.12% | +730+10.9% | Added |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.64M | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 7,511 | $1.66M | 0.02% | −45−0.6% | Reduced |
| 17 Capital Partners, LLC | 7,513 | $1.66M | 1.06% | +70+0.9% | Added |
| Radnor Capital Management, LLC | 7,524 | $1.66M | 0.28% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,529 | $1.66M | 0.09% | +444+6.3% | Added |
| True North Advisors, LLC | 7,633 | $1.69M | 0.30% | −10.0% | Reduced |
| Legato Capital Management LLC | 7,676 | $1.70M | 0.23% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,680 | $1.70M | 0.06% | +456+6.3% | Added |
| Moloney Securities Asset Management, LLC | 7,687 | $1.70M | 0.23% | −1,164−13.2% | Reduced |
| First Nebraska Trust Co | 7,735 | $1.71M | 0.17% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 7,736 | $1.71M | 0.33% | −37−0.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 7,762 | $1.71M | 0.73% | +10+0.1% | Added |
| Lederer & Associates Investment Counsel | 7,769 | $1.72M | 1.26% | +737+10.5% | Added |
| Grimes & Company, Inc. | 7,774 | $1.72M | 0.05% | −171−2.2% | Reduced |
| Centurion Wealth Management LLC | 8,365 | $1.72M | 0.54% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,835 | $1.73M | 0.02% | −230−2.9% | Reduced |
| Harvey Capital Management Inc | 7,870 | $1.74M | 0.45% | −3,650−31.7% | Reduced |
| Kestra Private Wealth Services, LLC | 7,891 | $1.74M | 0.03% | +230+3.0% | Added |
| Warren Averett Asset Management, LLC | 7,901 | $1.74M | 0.02% | +401+5.3% | Added |
| JGP Wealth Management, LLC | 7,996 | $1.77M | 0.23% | −110−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,030 | $1.77M | 0.05% | −139−1.7% | Reduced |
| Alps Advisors Inc | 8,036 | $1.77M | 0.01% | −1,713−17.6% | Reduced |
| Pflug Koory, LLC | 8,092 | $1.79M | 1.00% | −73−0.9% | Reduced |
| IFP Advisors, Inc | 8,120 | $1.79M | 0.06% | +478+6.3% | Added |
| Profund Advisors LLC | 8,124 | $1.79M | 0.08% | −668−7.6% | Reduced |
| Ifrah Financial Services, Inc. | 8,187 | $1.81M | 0.52% | −779−8.7% | Reduced |
| Addison Advisors LLC | 8,199 | $1.81M | 0.49% | +40+0.5% | Added |
| Horizon Investments, LLC | 8,210 | $1.81M | 0.05% | +304+3.8% | Added |
| Prospera Financial Services Inc | 8,212 | $1.81M | 0.04% | +440+5.7% | Added |
| Landaas & Co | 8,233 | $1.82M | 0.50% | −126−1.5% | Reduced |
| Moody National Bank Trust Division | 8,262 | $1.82M | 0.19% | −7−0.1% | Reduced |
| NBT Bank N A | 8,284 | $1.83M | 0.13% | +635+8.3% | Added |
| Brown Brothers Harriman & Co | 8,288 | $1.83M | 0.01% | −370−4.3% | Reduced |
| Flputnam Investment Management Co | 8,311 | $1.84M | 0.03% | +172+2.1% | Added |
| Integral Investment Advisors, Inc. | 8,315 | $1.84M | 0.59% | −37−0.4% | Reduced |
| Skopos Labs, Inc. | 8,322 | $1.84M | 0.40% | +3,908+88.5% | Added |
| Frank, Rimerman Advisors LLC | 8,327 | $1.84M | 0.15% | −578−6.5% | Reduced |
| Inceptionr LLC | 8,373 | $1.85M | 0.55% | +4,853+137.9% | Added |
| Bowman & Co S.C. | 8,394 | $1.85M | 0.91% | +459+5.8% | Added |
| Convergence Financial, LLC | 8,399 | $1.85M | 0.36% | +343+4.3% | Added |
| Cooper Financial Group | 8,432 | $1.86M | 0.25% | +152+1.8% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.86M | 0.09% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 8,479 | $1.87M | 0.31% | +8,479 | New |
| Ballentine Partners, LLC | 8,519 | $1.88M | 0.03% | +529+6.6% | Added |
| Twin Tree Management, LP | 8,552 | $1.89M | 0.04% | +8,552 | New |
| Abacus Planning Group, Inc. | 8,566 | $1.89M | 0.33% | +202+2.4% | Added |
| Moneta Group Investment Advisors LLC | 8,605 | $1.90M | 0.03% | −182−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 8,640 | $1.91M | 0.07% | +30+0.3% | Added |
| CenterBook Partners LP | 8,712 | $1.92M | 0.12% | −9,459−52.1% | Reduced |
| Change Path, LLC | 8,722 | $1.93M | 0.06% | −1,604−15.5% | Reduced |
| GLOBALT Investments LLC | 8,748 | $1.93M | 0.08% | −3,859−30.6% | Reduced |
| Owen LaRue, LLC | 8,783 | $1.94M | 0.97% | +163+1.9% | Added |
| Sigma Planning Corp | 8,821 | $1.95M | 0.06% | +4,288+94.6% | Added |
| Key Financial Inc | 8,834 | $1.95M | 0.42% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,836 | $1.95M | 0.85% | +9+0.1% | Added |
| CWA Asset Management Group, LLC | 8,837 | $1.95M | 0.09% | +3,848+77.1% | Added |
| Greenland Capital Management LP | 8,859 | $1.96M | 0.34% | −870−8.9% | Reduced |
| First Interstate Bank | 8,859 | $1.96M | 0.12% | −303−3.3% | Reduced |
| Smartleaf Asset Management LLC | 9,082 | $1.96M | 0.19% | −29−0.3% | Reduced |
| Lindbrook Capital, LLC | 8,907 | $1.97M | 0.18% | −3,033−25.4% | Reduced |
| Callahan Advisors, LLC | 8,910 | $1.97M | 0.19% | −50−0.6% | Reduced |
| Optiver Holding B.V. | 8,973 | $1.98M | 0.08% | +8,973 | New |
| Brookstone Capital Management | 8,987 | $1.98M | 0.03% | +165+1.9% | Added |
| Central Pacific Bank - Trust Division | 9,004 | $1.99M | 0.28% | −909−9.2% | Reduced |
| Farther Finance Advisors, LLC | 8,980 | $1.99M | 0.05% | +1,411+18.6% | Added |
| Centiva Capital, LP | 9,055 | $2.00M | 0.12% | +6,458+248.7% | Added |
| Pitcairn Co | 9,182 | $2.03M | 0.12% | −139−1.5% | Reduced |
| Umb Bank N A | 9,284 | $2.05M | 0.03% | +262+2.9% | Added |
| Miracle Mile Advisors, LLC | 9,338 | $2.06M | 0.04% | +241+2.6% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $2.08M | 0.60% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,493 | $2.10M | 0.09% | +414+4.6% | Added |
| Gabelli Funds LLC | 9,550 | $2.11M | 0.02% | −4,480−31.9% | Reduced |
| Qtron Investments LLC | 9,575 | $2.11M | 0.32% | −412−4.1% | Reduced |
| Manchester Capital Management LLC | 9,592 | $2.12M | 0.26% | −190−1.9% | Reduced |
| Caliber Wealth Management, LLC | 9,613 | $2.12M | 0.29% | +9,613 | New |
| Koshinski Asset Management, Inc. | 9,624 | $2.13M | 0.18% | +2,859+42.3% | Added |
| HighPoint Advisor Group LLC | 11,508 | $2.13M | 0.12% | +123+1.1% | Added |