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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 9,687 | $2.14M | 0.11% | −469−4.6% | Reduced |
| Unique Wealth Strategies, LLC | 9,706 | $2.14M | 0.97% | −120−1.2% | Reduced |
| Wedbush Securities Inc | 9,724 | $2.15M | 0.08% | −375−3.7% | Reduced |
| Evoke Wealth, LLC | 9,730 | $2.15M | 0.06% | +368+3.9% | Added |
| Archford Capital Strategies, LLC | 9,753 | $2.15M | 0.32% | +754+8.4% | Added |
| Montecito Bank & Trust | 9,811 | $2.17M | 0.38% | +36+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 9,825 | $2.17M | 0.52% | −3,025−23.5% | Reduced |
| Johnson Investment Counsel Inc | 9,896 | $2.19M | 0.02% | +85+0.9% | Added |
| MUFG Securities Americas Inc. | 10,070 | $2.22M | 0.26% | +1,672+19.9% | Added |
| Ferguson Wellman Capital Management, Inc | 10,076 | $2.23M | 0.04% | +1,126+12.6% | Added |
| Group One Trading, L.P. | 10,112 | $2.23M | 0.09% | −23,232−69.7% | Reduced |
| Embree Financial Group | 10,131 | $2.24M | 0.37% | +31+0.3% | Added |
| Exchange Traded Concepts, LLC | 10,138 | $2.24M | 0.04% | −2,952−22.6% | Reduced |
| Equitable Trust Co | 10,191 | $2.25M | 0.12% | +9,008+761.5% | Added |
| Virginia Retirement Systems Et Al | 10,200 | $2.25M | 0.02% | +10,200 | New |
| Benjamin Edwards Inc | 10,485 | $2.32M | 0.03% | −84−0.8% | Reduced |
| Duncker Streett & Co Inc | 10,490 | $2.32M | 0.46% | −367−3.4% | Reduced |
| ICW Investment Advisors LLC | 10,648 | $2.35M | 0.96% | +77+0.7% | Added |
| Great Lakes Advisors, LLC | 10,661 | $2.35M | 0.02% | −184−1.7% | Reduced |
| Transcend Wealth Collective, LLC | 10,675 | $2.36M | 0.17% | +4,033+60.7% | Added |
| AdvisorNet Financial, Inc | 10,716 | $2.37M | 0.18% | +8+0.1% | Added |
| Robinson Value Management, Ltd. | 10,756 | $2.38M | 1.53% | −7,189−40.1% | Reduced |
| Bokf, NA | 10,783 | $2.38M | 0.04% | −25−0.2% | Reduced |
| Cypress Advisory Group LLC | 10,785 | $2.38M | 2.17% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10,792 | $2.38M | 0.12% | −2,099−16.3% | Reduced |
| First Horizon Advisors, Inc. | 10,801 | $2.39M | 0.07% | −980−8.3% | Reduced |
| Anderson Hoagland & Co | 12,209 | $2.39M | 0.28% | −9,421−43.6% | Reduced |
| Banco Santander, S.A. | 10,855 | $2.40M | 0.03% | +10,855 | New |
| VestGen Advisors, LLC | 10,922 | $2.41M | 0.11% | +10,922 | New |
| Main Street Financial Solutions, LLC | 10,923 | $2.41M | 0.21% | +71+0.7% | Added |
| Brighton Jones LLC | 11,006 | $2.43M | 0.08% | +6,761+159.3% | Added |
| Signature Wealth Management Group | 11,022 | $2.43M | 0.95% | −419−3.7% | Reduced |
| Anb Bank | 11,035 | $2.44M | 1.09% | −75−0.7% | Reduced |
| Knollwood Investment Advisory, LLC | 11,056 | $2.44M | 0.27% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 11,293 | $2.45M | 0.51% | +185+1.7% | Added |
| Chilton Investment Co LLC | 11,178 | $2.47M | 0.06% | −277−2.4% | Reduced |
| Equitable Holdings, Inc. | 11,251 | $2.48M | 0.02% | +2,322+26.0% | Added |
| Arvest Investments, Inc. | 11,312 | $2.50M | 0.39% | −155−1.4% | Reduced |
| Jacobi Capital Management LLC | 11,377 | $2.51M | 0.19% | +273+2.5% | Added |
| Fiduciary Family Office, LLC | 11,536 | $2.55M | 0.85% | +11,536 | New |
| Dakota Wealth Management | 11,567 | $2.55M | 0.06% | −1,422−10.9% | Reduced |
| NBC Securities, Inc. | 11,599 | $2.56M | 0.22% | +11,588+105,345.5% | Added |
| Johnson Financial Group, Inc. | 11,629 | $2.57M | 0.13% | −423−3.5% | Reduced |
| Westover Capital Advisors, LLC | 11,683 | $2.58M | 0.57% | +2,601+28.6% | Added |
| Harbour Investments, Inc. | 11,703 | $2.58M | 0.07% | −90−0.8% | Reduced |
| Twin Capital Management Inc | 11,706 | $2.59M | 0.30% | −59−0.5% | Reduced |
| Invera Wealth Advisors, LLC | 11,758 | $2.60M | 1.68% | +11,758 | New |
| WealthShield Partners, LLC | 11,823 | $2.61M | 0.34% | +367+3.2% | Added |
| Citadel Advisors LLC | 11,945 | $2.64M | 0.00% | −418,512−97.2% | Reduced |
| Barbara Oil Co. | 12,000 | $2.65M | 1.08% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 12,073 | $2.67M | 3.07% | +90+0.8% | Added |
| Buttonwood Financial Advisors Inc. | 12,085 | $2.67M | 1.17% | −286−2.3% | Reduced |
| Kovack Advisors, Inc. | 12,086 | $2.67M | 0.28% | −25−0.2% | Reduced |
| Trillium Asset Management, LLC | 12,142 | $2.68M | 0.08% | +10,887+867.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,206 | $2.70M | 0.11% | +794+7.0% | Added |
| Private Capital Advisors, Inc. | 12,250 | $2.71M | 0.32% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 12,328 | $2.72M | 0.08% | −86−0.7% | Reduced |
| Palisade Asset Management, LLC | 12,353 | $2.73M | 0.28% | +103+0.8% | Added |
| V-Square Quantitative Management LLC | 12,363 | $2.73M | 0.40% | +666+5.7% | Added |
| Sawyer & Company, Inc | 12,374 | $2.73M | 1.10% | −194−1.5% | Reduced |
| Tiaa Trust, National Association | 12,404 | $2.74M | 0.01% | −1,527−11.0% | Reduced |
| Westpac Banking Corp | 12,460 | $2.75M | 0.20% | +6,927+125.2% | Added |
| Legacy Advisors, LLC | 12,475 | $2.75M | 0.29% | +1,810+17.0% | Added |
| D. E. Shaw & Co., Inc. | 12,491 | $2.76M | 0.00% | −77,212−86.1% | Reduced |
| Boston Partners | 12,491 | $2.76M | 0.00% | +6,020+93.0% | Added |
| Graphene Investments SAS | 12,500 | $2.76M | 2.02% | −2,200−15.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,503 | $2.76M | 0.75% | −355−2.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,623 | $2.79M | 0.55% | +195+1.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,633 | $2.79M | 0.99% | −323−2.5% | Reduced |
| Sabal Trust CO | 12,649 | $2.79M | 0.16% | −17−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 12,746 | $2.81M | 0.88% | +167+1.3% | Added |
| Concurrent Investment Advisors, LLC | 12,770 | $2.82M | 0.07% | +459+3.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.82M | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,800 | $2.83M | 0.09% | +1,020+8.7% | Added |
| We Are One Seven, LLC | 12,813 | $2.83M | 0.11% | −2,908−18.5% | Reduced |
| Harrell Investment Partners, LLC | 12,843 | $2.84M | 0.84% | −1,469−10.3% | Reduced |
| United Services Automobile Association | 13,208 | $2.85M | 0.09% | 00.0% | Unchanged |
| Bamco Inc | 13,000 | $2.87M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,000 | $2.87M | 0.01% | +531+4.3% | Added |
| Central Trust Co | 13,095 | $2.89M | 0.07% | −1,474−10.1% | Reduced |
| Cullen Investment Group, Ltd. | 13,141 | $2.90M | 0.44% | −678−4.9% | Reduced |
| Signaturefd, LLC | 13,208 | $2.92M | 0.06% | +241+1.9% | Added |
| Citizens Financial Group Inc | 13,333 | $2.94M | 0.06% | +400+3.1% | Added |
| Fayez Sarofim & Co | 13,344 | $2.95M | 0.01% | −200−1.5% | Reduced |
| MTM Investment Management, LLC | 13,324 | $2.96M | 1.14% | +19+0.1% | Added |
| Hardy Reed LLC | 13,398 | $2.96M | 0.26% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 13,468 | $2.97M | 1.93% | +1,570+13.2% | Added |
| Patton Fund Management, Inc. | 13,575 | $3.00M | 0.73% | +13,575 | New |
| Bridges Investment Management Inc | 13,619 | $3.01M | 0.04% | −3,193−19.0% | Reduced |
| Thoroughbred Financial Services, LLC | 13,740 | $3.03M | 0.19% | +170+1.3% | Added |
| Congress Wealth Management LLC | 13,733 | $3.04M | 0.04% | +10,027+270.6% | Added |
| Qube Research & Technologies Ltd | 13,821 | $3.05M | 0.00% | +13,821 | New |
| Harbor Investment Advisory, LLC | 13,867 | $3.06M | 0.30% | −32−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 14,584 | $3.06M | 0.12% | −788−5.1% | Reduced |
| Howland Capital Management LLC | 13,874 | $3.06M | 0.14% | +64+0.5% | Added |
| Baldwin Investment Management, LLC | 13,900 | $3.07M | 0.37% | −300−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 14,009 | $3.09M | 1.06% | −7,745−35.6% | Reduced |
| Meridian Management Co | 14,071 | $3.11M | 0.96% | −16,484−53.9% | Reduced |
| Morningstar Investment Services LLC | 14,113 | $3.12M | 0.57% | −19,462−58.0% | Reduced |
| Quadrant Capital Group LLC | 14,150 | $3.12M | 0.12% | +7,505+112.9% | Added |