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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 14,169 | $3.13M | 0.09% | +5,809+69.5% | Added |
| Burney Co | 14,362 | $3.17M | 0.12% | −501−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 14,519 | $3.21M | 0.04% | +37+0.3% | Added |
| Ostrum Asset Management | 14,612 | $3.23M | 0.17% | −3,426−19.0% | Reduced |
| Greenleaf Trust | 14,710 | $3.25M | 0.03% | +782+5.6% | Added |
| Graham Capital Management, L.P. | 14,739 | $3.25M | 0.10% | +14,739 | New |
| Roundview Capital LLC | 14,799 | $3.27M | 0.24% | −22−0.1% | Reduced |
| Decatur Capital Management, Inc. | 14,862 | $3.28M | 1.70% | +30+0.2% | Added |
| Eads & Heald Wealth Management | 14,861 | $3.28M | 1.67% | −1,722−10.4% | Reduced |
| Davidson Capital Management Inc. | 14,873 | $3.28M | 0.89% | −5,230−26.0% | Reduced |
| Asio Capital, LLC | 14,928 | $3.30M | 0.64% | +289+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,027 | $3.32M | 0.01% | −18,954−55.8% | Reduced |
| Soros Capital Management LLC | 15,090 | $3.33M | 0.85% | −29,432−66.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,390 | $3.34M | 0.10% | −14,488−48.5% | Reduced |
| City Holding Co | 15,308 | $3.38M | 0.48% | +590+4.0% | Added |
| Sagespring Wealth Partners, LLC | 15,308 | $3.38M | 0.09% | +2,621+20.7% | Added |
| Kendall Capital Management | 15,418 | $3.40M | 1.00% | +345+2.3% | Added |
| Sterling Capital Management LLC | 15,446 | $3.41M | 0.05% | −3,651−19.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,515 | $3.43M | 0.13% | −2,554−14.1% | Reduced |
| EP Wealth Advisors, LLC | 15,517 | $3.43M | 0.03% | +2,958+23.6% | Added |
| Davenport & Co LLC | 15,548 | $3.43M | 0.02% | +1,286+9.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 21,166 | $3.45M | 0.19% | +21,166 | New |
| RDA Financial Network | 15,609 | $3.45M | 1.03% | +658+4.4% | Added |
| Albert D Mason Inc | 15,625 | $3.45M | 2.35% | −554−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 15,713 | $3.47M | 0.21% | +809+5.4% | Added |
| Fairbanks Capital Management, Inc. | 15,799 | $3.49M | 2.24% | −178−1.1% | Reduced |
| Scotia Capital Inc. | 15,917 | $3.51M | 0.02% | −366−2.2% | Reduced |
| Argyle Capital Management Inc. | 16,003 | $3.53M | 1.31% | 00.0% | Unchanged |
| Unique Wealth, LLC | 16,137 | $3.56M | 0.67% | +3,384+26.5% | Added |
| Alpine Woods Capital Investors, LLC | 16,195 | $3.58M | 0.90% | −180−1.1% | Reduced |
| North Star Investment Management Corp. | 16,268 | $3.59M | 0.26% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,271 | $3.59M | 0.24% | +16,271 | New |
| WESCAP Management Group, Inc. | 16,340 | $3.61M | 0.88% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 16,473 | $3.64M | 0.26% | +7,339+80.3% | Added |
| Atria Wealth Solutions, Inc. | 16,475 | $3.64M | 0.04% | −3,677−18.2% | Reduced |
| Sovereign's Capital Management, LLC | 16,476 | $3.64M | 2.16% | −478−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 16,477 | $3.64M | 0.34% | −725−4.2% | Reduced |
| Condor Capital Management | 16,500 | $3.64M | 0.34% | −423−2.5% | Reduced |
| Axxcess Wealth Management, LLC | 16,548 | $3.65M | 0.10% | −865−5.0% | Reduced |
| Genus Capital Management Inc. | 16,707 | $3.69M | 0.53% | +16,707 | New |
| Broyhill Asset Management | 16,776 | $3.70M | 3.01% | −5,529−24.8% | Reduced |
| Savant Capital, LLC | 16,779 | $3.71M | 0.03% | −11,606−40.9% | Reduced |
| Pinnacle Associates Ltd | 16,794 | $3.71M | 0.05% | +57+0.3% | Added |
| Fulton Bank, N.A. | 16,995 | $3.75M | 0.15% | −2,166−11.3% | Reduced |
| Clayton Partners LLC | 17,105 | $3.78M | 3.29% | −10,244−37.5% | Reduced |
| Coldstream Capital Management Inc | 17,180 | $3.79M | 0.08% | −109−0.6% | Reduced |
| GAMMA Investing LLC | 17,307 | $3.82M | 0.29% | −240−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,393 | $3.84M | 0.14% | +490+2.9% | Added |
| CHB Investment Group, LLC | 17,404 | $3.84M | 2.04% | −162−0.9% | Reduced |
| Vinva Investment Management Ltd | 17,879 | $3.86M | 0.16% | −10,898−37.9% | Reduced |
| AMG National Trust Bank | 17,665 | $3.90M | 0.11% | +124+0.7% | Added |
| Simplex Trading, LLC | 17,673 | $3.90M | 0.14% | −26,736−60.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,745 | $3.92M | 0.01% | −1,974−10.0% | Reduced |
| Hall Laurie J Trustee | 17,775 | $3.93M | 1.40% | −510−2.8% | Reduced |
| Buffington Mohr McNeal | 17,780 | $3.93M | 0.77% | −12,503−41.3% | Reduced |
| Ellenbecker Investment Group | 17,796 | $3.93M | 0.71% | −163−0.9% | Reduced |
| Banque Cantonale Vaudoise | 17,829 | $3.94M | 0.17% | +17,829 | New |
| Berger Financial Group, Inc | 18,040 | $3.98M | 0.28% | +53+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,094 | $4.00M | 0.06% | +30+0.2% | Added |
| Trinity Financial Advisors LLC | 18,532 | $4.02M | 1.45% | −482−2.5% | Reduced |
| Acadian Asset Management LLC | 18,369 | $4.05M | 0.01% | −4,617−20.1% | Reduced |
| BDF-Gestion | 18,387 | $4.06M | 0.45% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 18,484 | $4.08M | 2.56% | +2,943+18.9% | Added |
| Keeler Thomas Management LLC | 18,623 | $4.11M | 2.01% | −5,993−24.3% | Reduced |
| Chase Investment Counsel Corp | 18,956 | $4.19M | 1.53% | +18,956 | New |
| Palumbo Wealth Management LLC | 18,958 | $4.19M | 1.40% | +2,596+15.9% | Added |
| Campbell Newman Asset Management Inc | 18,973 | $4.19M | 0.36% | −588−3.0% | Reduced |
| Olstein Capital Management, L.P. | 19,000 | $4.20M | 0.77% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19,138 | $4.23M | 1.29% | −30−0.2% | Reduced |
| Advisor Resource Council | 21,104 | $4.28M | 0.35% | +21,104 | New |
| Cox Capital Mgt LLC | 19,410 | $4.29M | 3.13% | −503−2.5% | Reduced |
| Sandler Capital Management | 19,460 | $4.30M | 1.40% | −13,755−41.4% | Reduced |
| Allstate Corp | 19,720 | $4.35M | 0.13% | +2,495+14.5% | Added |
| Everence Capital Management Inc | 19,746 | $4.36M | 0.30% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 19,798 | $4.37M | 0.20% | −524−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 19,819 | $4.38M | 0.28% | +1,971+11.0% | Added |
| Agate Pass Investment Management, LLC | 19,939 | $4.40M | 1.88% | −1,452−6.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 20,060 | $4.43M | 1.86% | +102+0.5% | Added |
| Bryn Mawr Trust Co | 20,093 | $4.44M | 0.08% | +1,564+8.4% | Added |
| Bleakley Financial Group, LLC | 20,112 | $4.44M | 0.14% | +500+2.5% | Added |
| KLCM Advisors, Inc. | 20,123 | $4.44M | 0.52% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 19,944 | $4.45M | 0.38% | −5,438−21.4% | Reduced |
| TD Private Client Wealth LLC | 20,167 | $4.45M | 0.12% | +15,727+354.2% | Added |
| Van Eck Associates Corp | 20,172 | $4.46M | 0.01% | −2,527−11.1% | Reduced |
| LaFleur & Godfrey LLC | 20,239 | $4.47M | 0.61% | +2,123+11.7% | Added |
| Merit Financial Group, LLC | 20,257 | $4.47M | 0.07% | +454+2.3% | Added |
| First National Bank of Omaha | 20,290 | $4.48M | 0.31% | −447−2.2% | Reduced |
| Capital International Sarl | 20,376 | $4.50M | 0.10% | +6,560+47.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,467 | $4.52M | 0.26% | −1,826−8.2% | Reduced |
| Sumitomo Life Insurance Co | 20,498 | $4.53M | 0.16% | −190−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 20,530 | $4.53M | 0.13% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 20,611 | $4.55M | 0.31% | +153+0.7% | Added |
| Empirical Finance, LLC | 20,684 | $4.57M | 0.28% | +288+1.4% | Added |
| M&G Plc | 20,734 | $4.58M | 0.02% | −23,519−53.1% | Reduced |
| Ofi Invest Asset Management | 22,547 | $4.61M | 0.12% | −898−3.8% | Reduced |
| Trust Co of Oklahoma | 20,885 | $4.61M | 1.59% | −913−4.2% | Reduced |
| Oddo BHF Asset Management SAS | 20,895 | $4.61M | 0.19% | +12,104+137.7% | Added |
| Robertson Stephens Wealth Management, LLC | 20,987 | $4.63M | 0.17% | −971−4.4% | Reduced |
| Mission Wealth Management, LP | 21,095 | $4.66M | 0.12% | +474+2.3% | Added |
| Moors & Cabot, Inc. | 21,155 | $4.67M | 0.24% | −597−2.7% | Reduced |