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 |
|---|---|---|---|---|---|
| Ami Investment Management Inc | 21,245 | $4.69M | 1.51% | −1,258−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,948 | $4.70M | 0.05% | +5,134+30.5% | Added |
| Omers Administration Corp | 21,394 | $4.72M | 0.04% | −8,451−28.3% | Reduced |
| BKD Wealth Advisors, LLC | 21,421 | $4.73M | 0.11% | −962−4.3% | Reduced |
| Cornerstone Advisors, LLC | 21,500 | $4.75M | 0.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,514 | $4.75M | 0.06% | +1,147+5.6% | Added |
| Waratah Capital Advisors Ltd. | 21,539 | $4.76M | 0.32% | +21,539 | New |
| China Universal Asset Management Co., Ltd. | 21,550 | $4.76M | 0.44% | +1,100+5.4% | Added |
| Peddock Capital Advisors, LLC | 21,700 | $4.79M | 1.21% | −440−2.0% | Reduced |
| First National Advisers, LLC | 21,793 | $4.81M | 0.77% | −376−1.7% | Reduced |
| Birch Capital Management, LLC | 21,830 | $4.82M | 2.51% | −261−1.2% | Reduced |
| Ieq Capital, LLC | 22,102 | $4.88M | 0.04% | −9,692−30.5% | Reduced |
| Stephens Inc | 22,185 | $4.90M | 0.07% | −912−3.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22,249 | $4.91M | 1.42% | +98+0.4% | Added |
| CWM, LLC | 22,521 | $4.97M | 0.02% | +165+0.7% | Added |
| Indiana Trust & Investment Management CO | 22,767 | $5.03M | 1.82% | −385−1.7% | Reduced |
| Fairvoy Private Wealth, LLC | 22,886 | $5.05M | 1.39% | −5,861−20.4% | Reduced |
| Becker Capital Management Inc | 23,032 | $5.09M | 0.17% | +32+0.1% | Added |
| Horan Capital Advisors, LLC. | 23,075 | $5.10M | 1.72% | −4,551−16.5% | Reduced |
| Keel Point, LLC | 23,110 | $5.10M | 0.40% | −1,092−4.5% | Reduced |
| TD Waterhouse Canada Inc. | 23,101 | $5.13M | 0.04% | −7,726−25.1% | Reduced |
| Ascent Group, LLC | 23,281 | $5.14M | 0.22% | −4,398−15.9% | Reduced |
| Consolidated Planning Corp | 23,433 | $5.17M | 0.71% | +639+2.8% | Added |
| Soltis Investment Advisors LLC | 23,474 | $5.18M | 0.46% | +2,613+12.5% | Added |
| Investment Management Corp of Ontario | 23,502 | $5.19M | 0.11% | +23,502 | New |
| Jag Capital Management, LLC | 23,513 | $5.19M | 0.69% | −1,674−6.6% | Reduced |
| Robbins Farley LLC | 23,671 | $5.23M | 2.77% | −3,896−14.1% | Reduced |
| Longbow Finance SA | 23,689 | $5.23M | 0.63% | +8,532+56.3% | Added |
| Capital Analysts, LLC | 23,788 | $5.25M | 0.20% | +788+3.4% | Added |
| Wealthspire Advisors, LLC | 24,044 | $5.31M | 0.03% | +11,323+89.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 24,172 | $5.34M | 0.01% | +14,079+139.5% | Added |
| BancorpSouth Bank | 24,375 | $5.38M | 0.38% | −757−3.0% | Reduced |
| Marex Group plc | 24,524 | $5.42M | 0.10% | +100.0% | Added |
| Horizon Investment Services, LLC | 24,610 | $5.43M | 2.64% | +451+1.9% | Added |
| Wisconsin Capital Management LLC | 24,715 | $5.46M | 3.48% | +3,412+16.0% | Added |
| Saranac Partners Ltd | 24,880 | $5.49M | 3.12% | +24,880 | New |
| Pragma Gestao de Patrimonio Ltd | 25,000 | $5.52M | 2.96% | +25,000 | New |
| E. Ohman J:or Asset Management AB | 25,140 | $5.55M | 0.15% | −960−3.7% | Reduced |
| First Financial Bank - Trust Division | 25,298 | $5.59M | 0.54% | +138+0.5% | Added |
| Clark Estates Inc | 25,300 | $5.59M | 1.18% | −30,000−54.2% | Reduced |
| Principal Securities, Inc. | 27,317 | $5.61M | 0.13% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 25,634 | $5.66M | 0.03% | +1,411+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,728 | $5.68M | 0.22% | −757−2.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 25,750 | $5.69M | 0.05% | −2,400−8.5% | Reduced |
| Callan Family Office, LLC | 25,830 | $5.70M | 0.43% | −2,331−8.3% | Reduced |
| Altrafin AG | 26,042 | $5.75M | 2.24% | +6,042+30.2% | Added |
| GWM Advisors LLC | 26,150 | $5.77M | 0.03% | +2,233+9.3% | Added |
| Maryland State Retirement & Pension System | 26,481 | $5.85M | 0.14% | −4,084−13.4% | Reduced |
| FFT Wealth Management LLC | 26,483 | $5.85M | 1.22% | −242−0.9% | Reduced |
| Maytus Capital Management, LLC | 26,548 | $5.86M | 1.80% | +17,548+195.0% | Added |
| Dempze Nancy E | 26,602 | $5.87M | 3.53% | −681−2.5% | Reduced |
| New Mexico Educational Retirement Board | 26,616 | $5.88M | 0.21% | −800−2.9% | Reduced |
| Graypoint LLC | 26,639 | $5.88M | 0.37% | −96−0.4% | Reduced |
| Intech Investment Management LLC | 26,776 | $5.91M | 0.06% | −12,484−31.8% | Reduced |
| South State Corp. | 26,845 | $5.93M | 0.27% | +164+0.6% | Added |
| Meridian Wealth Advisors, LLC | 26,865 | $5.93M | 1.01% | +1,046+4.1% | Added |
| Capital City Trust Co | 26,906 | $5.94M | 1.63% | −981−3.5% | Reduced |
| Advisory Services Network, LLC | 27,082 | $5.98M | 0.11% | +287+1.1% | Added |
| Metis Global Partners, LLC | 27,181 | $6.00M | 0.17% | +3,928+16.9% | Added |
| Sendero Wealth Management, LLC | 27,206 | $6.01M | 0.83% | −12,434−31.4% | Reduced |
| Timber Creek Capital Management LLC | 27,268 | $6.02M | 1.61% | −546−2.0% | Reduced |
| ASR Vermogensbeheer N.V. | 27,267 | $6.02M | 0.09% | +27,267 | New |
| Elefante Mark B | 27,548 | $6.08M | 4.82% | +2,853+11.6% | Added |
| XTX Topco Ltd | 27,571 | $6.09M | 0.31% | +3,120+12.8% | Added |
| EagleClaw Capital Managment, LLC | 27,595 | $6.09M | 0.96% | −190−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,726 | $6.12M | 0.19% | −3,538−11.3% | Reduced |
| Taylor Financial Group, Inc. | 27,748 | $6.13M | 4.26% | −494−1.7% | Reduced |
| Otter Creek Advisors, LLC | 27,928 | $6.17M | 4.30% | −1,800−6.1% | Reduced |
| Ashton Thomas Securities, LLC | 28,013 | $6.19M | 1.72% | +146+0.5% | Added |
| Silphium Asset Management Ltd | 28,451 | $6.28M | 5.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 28,504 | $6.29M | 0.12% | +3,622+14.6% | Added |
| Illinois Municipal Retirement Fund | 29,054 | $6.42M | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 29,099 | $6.43M | 0.21% | −4,426−13.2% | Reduced |
| Monarch Capital Management Inc | 29,125 | $6.43M | 1.79% | −669−2.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,423 | $6.50M | 1.34% | −99,577−77.2% | Reduced |
| SFE Investment Counsel | 29,569 | $6.53M | 1.30% | −2,582−8.0% | Reduced |
| VeriStar Capital Management LP | 29,926 | $6.61M | 12.08% | −6,436−17.7% | Reduced |
| HGK Asset Management Inc | 29,944 | $6.61M | 1.34% | −3,832−11.3% | Reduced |
| Prudential PLC | 30,091 | $6.64M | 0.03% | +17,028+130.4% | Added |
| Securian Asset Management, Inc | 30,150 | $6.66M | 0.20% | −426−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 30,309 | $6.69M | 0.06% | +909+3.1% | Added |
| Louisiana State Employees Retirement System | 30,600 | $6.76M | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 30,641 | $6.77M | 0.04% | −310−1.0% | Reduced |
| Private Advisor Group, LLC | 30,648 | $6.77M | 0.04% | +299+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,693 | $6.78M | 0.07% | −699−2.2% | Reduced |
| Stone Run Capital, LLC | 30,970 | $6.84M | 2.88% | −130−0.4% | Reduced |
| Vestcor Inc | 31,072 | $6.86M | 0.23% | +10,460+50.7% | Added |
| New Age Alpha Advisors, LLC | 31,178 | $6.89M | 0.31% | +13,706+78.4% | Added |
| FORA Capital, LLC | 31,242 | $6.90M | 0.70% | +31,242 | New |
| First Western Trust Bank | 31,296 | $6.91M | 0.33% | −2,542−7.5% | Reduced |
| Selway Asset Management | 31,455 | $6.95M | 2.87% | −3,200−9.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $6.97M | 1.01% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 31,645 | $6.99M | 0.24% | −8,488−21.1% | Reduced |
| CAPROCK Group, Inc. | 31,654 | $6.99M | 0.21% | +16,924+114.9% | Added |
| Gilman Hill Asset Management, LLC | 31,728 | $7.01M | 1.22% | −3,383−9.6% | Reduced |
| Boothbay Fund Management, LLC | 31,863 | $7.04M | 0.25% | +31,863 | New |
| Bull Street Advisors, LLC | 32,000 | $7.07M | 3.39% | −160−0.5% | Reduced |
| Bey-Douglas LLC | 32,283 | $7.13M | 6.50% | −277−0.9% | Reduced |
| Buckhead Capital Management LLC | 32,391 | $7.15M | 2.29% | −3,355−9.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 32,420 | $7.16M | 0.40% | −1,716−5.0% | Reduced |