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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 32,440 | $7.16M | 0.76% | +32,440 | New |
| Argent Trust Co | 32,527 | $7.18M | 0.29% | +397+1.2% | Added |
| Gulf International Bank (UK) Ltd | 32,589 | $7.20M | 0.25% | −14,253−30.4% | Reduced |
| Glenview Trust Co | 32,779 | $7.24M | 0.14% | −570−1.7% | Reduced |
| Compass Wealth Management LLC | 32,933 | $7.27M | 1.85% | −1,035−3.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 33,128 | $7.32M | 2.51% | +33,128 | New |
| Lido Advisors, LLC | 33,646 | $7.43M | 0.04% | +4,527+15.5% | Added |
| Nilsine Partners, LLC | 33,782 | $7.46M | 0.82% | −32−0.1% | Reduced |
| Baxter Bros Inc | 33,872 | $7.48M | 0.99% | −573−1.7% | Reduced |
| NewSquare Capital LLC | 33,910 | $7.49M | 0.61% | +1,019+3.1% | Added |
| D L Carlson Investment Group Inc | 33,943 | $7.50M | 1.44% | −1,025−2.9% | Reduced |
| AdvisorShares Investments LLC | 33,826 | $7.51M | 1.47% | −315−0.9% | Reduced |
| DF Dent & Co Inc | 34,035 | $7.52M | 0.10% | −510−1.5% | Reduced |
| Anchor Investment Management, LLC | 34,568 | $7.63M | 0.71% | −49−0.1% | Reduced |
| Hartford Investment Management Co | 34,721 | $7.67M | 0.27% | −481−1.4% | Reduced |
| Value Holdings Management Co. LLC | 35,000 | $7.73M | 1.45% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 35,233 | $7.82M | 3.13% | −595−1.7% | Reduced |
| MAI Capital Management | 35,514 | $7.84M | 0.06% | −1,063−2.9% | Reduced |
| Guggenheim Capital LLC | 35,545 | $7.85M | 0.07% | −2,110−5.6% | Reduced |
| Notis-McConarty Edward | 36,338 | $8.02M | 4.13% | −1,420−3.8% | Reduced |
| Spire Wealth Management | 36,370 | $8.03M | 0.26% | −5,178−12.5% | Reduced |
| Fiduciary Trust Co | 36,468 | $8.05M | 0.11% | +7,289+25.0% | Added |
| Thompson Investment Management, Inc. | 36,940 | $8.16M | 1.22% | −4,382−10.6% | Reduced |
| Nicollet Investment Management, Inc. | 37,041 | $8.18M | 2.88% | +2,919+8.6% | Added |
| Cloverfields Capital Group, LP | 37,336 | $8.24M | 2.72% | −3,071−7.6% | Reduced |
| Verdence Capital Advisors LLC | 37,357 | $8.25M | 0.63% | −4,845−11.5% | Reduced |
| Marshall & Sullivan Inc | 37,552 | $8.29M | 4.21% | −2,423−6.1% | Reduced |
| Patton Albertson Miller Group, LLC | 37,839 | $8.36M | 1.24% | −9,532−20.1% | Reduced |
| Generate Investment Management Ltd | 37,975 | $8.39M | 0.59% | −76,768−66.9% | Reduced |
| Nemes Rush Group LLC | 38,106 | $8.41M | 1.06% | +2,329+6.5% | Added |
| HB Wealth Management, LLC | 38,115 | $8.42M | 0.07% | +9,332+32.4% | Added |
| John G Ullman & Associates Inc | 38,237 | $8.44M | 1.30% | −323−0.8% | Reduced |
| Geneos Wealth Management Inc. | 38,273 | $8.45M | 0.28% | +3,618+10.4% | Added |
| Core Alternative Capital | 38,423 | $8.48M | 2.04% | −8,671−18.4% | Reduced |
| Kentucky Retirement Systems | 38,676 | $8.54M | 0.26% | −887−2.2% | Reduced |
| Cary Street Partners Financial LLC | 38,742 | $8.56M | 0.27% | −1,658−4.1% | Reduced |
| Hantz Financial Services, Inc. | 38,826 | $8.57M | 0.15% | −7,590−16.4% | Reduced |
| Captrust Financial Advisors | 39,132 | $8.64M | 0.02% | +8,176+26.4% | Added |
| Vontobel Holding Ltd. | 39,238 | $8.66M | 0.03% | +111+0.3% | Added |
| RMB Capital Management, LLC | 39,341 | $8.69M | 0.21% | −3,825−8.9% | Reduced |
| Live Oak Private Wealth LLC | 39,364 | $8.69M | 1.41% | −10,933−21.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 39,552 | $8.73M | 0.10% | +11,621+41.6% | Added |
| Ironwood Investment Counsel, LLC | 39,611 | $8.75M | 1.51% | +525+1.3% | Added |
| CMH Wealth Management LLC | 39,817 | $8.79M | 2.20% | +320+0.8% | Added |
| Aryeh Capital Management Ltd. | 41,042 | $9.06M | 6.47% | −37,800−47.9% | Reduced |
| Resources Management Corp | 41,075 | $9.07M | 1.28% | −370−0.9% | Reduced |
| SG Americas Securities, LLC | 41,229 | $9.11M | 0.03% | +35,100+572.7% | Added |
| Eagle Rock Investment Company, LLC | 41,559 | $9.18M | 1.58% | −8,445−16.9% | Reduced |
| Empowered Funds, LLC | 41,658 | $9.20M | 0.13% | +31,166+297.0% | Added |
| Baker Ellis Asset Management LLC | 41,726 | $9.21M | 1.33% | −939−2.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,796 | $9.23M | 0.85% | −91−0.2% | Reduced |
| Dnca Finance | 41,850 | $9.24M | 0.77% | −4,400−9.5% | Reduced |
| Delaney Dennis R | 42,125 | $9.30M | 5.05% | −2,965−6.6% | Reduced |
| Heritage Trust Co | 42,148 | $9.31M | 1.13% | +225+0.5% | Added |
| Pacer Advisors, Inc. | 42,181 | $9.31M | 0.02% | −12,415−22.7% | Reduced |
| Hudson Bay Capital Management LP | 42,378 | $9.36M | 0.06% | −31,490−42.6% | Reduced |
| Wilkins Investment Counsel Inc | 42,461 | $9.38M | 1.34% | −4,632−9.8% | Reduced |
| Jacobs & Co | 42,671 | $9.42M | 1.00% | −1,040−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 42,984 | $9.49M | 0.91% | −7,297−14.5% | Reduced |
| Howe & Rusling Inc | 43,024 | $9.50M | 0.80% | +1,690+4.1% | Added |
| Resources Investment Advisors, LLC. | 43,042 | $9.50M | 0.11% | +14,458+50.6% | Added |
| Moran Wealth Management, LLC | 43,428 | $9.59M | 0.32% | +43,428 | New |
| Hills Bank & Trust Co | 43,485 | $9.60M | 0.68% | −2,021−4.4% | Reduced |
| HM Payson & Co | 43,677 | $9.65M | 0.17% | −212−0.5% | Reduced |
| Redmond Asset Management, LLC | 44,126 | $9.74M | 2.51% | −111−0.3% | Reduced |
| NEOS Investment Management LLC | 44,183 | $9.76M | 0.19% | +7,889+21.7% | Added |
| Worldquant Millennium Advisors LLC | 44,434 | $9.81M | 0.06% | +41,736+1,546.9% | Added |
| Brooktree Capital Management | 44,448 | $9.82M | 7.36% | −4,400−9.0% | Reduced |
| Sanctuary Advisors, LLC | 44,597 | $9.85M | 0.07% | +2,376+5.6% | Added |
| Kestra Advisory Services, LLC | 45,044 | $9.95M | 0.05% | −87−0.2% | Reduced |
| Mizuho Securities USA LLC | 45,553 | $10.1M | 0.22% | −8,368−15.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 45,704 | $10.1M | 2.45% | +45,704 | New |
| AMJ Financial Wealth Management | 45,801 | $10.1M | 3.03% | −292−0.6% | Reduced |
| M. Kraus & Co | 46,046 | $10.2M | 3.09% | −201−0.4% | Reduced |
| Ayrshire Capital Management LLC | 46,126 | $10.2M | 4.93% | −509−1.1% | Reduced |
| Middleton & Co Inc | 46,534 | $10.3M | 1.20% | −6,693−12.6% | Reduced |
| Carmel Capital Management L.L.C. | 46,610 | $10.3M | 4.18% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 47,020 | $10.4M | 1.87% | −204−0.4% | Reduced |
| First National Trust Co | 47,391 | $10.5M | 0.42% | −1,141−2.4% | Reduced |
| Thomas Story & Son LLC | 47,497 | $10.5M | 4.08% | +1,527+3.3% | Added |
| Carderock Capital Management Inc | 47,528 | $10.5M | 2.78% | −4,027−7.8% | Reduced |
| Palmer Knight Co | 47,741 | $10.5M | 5.12% | −754−1.6% | Reduced |
| Susquehanna International Group, LLP | 47,902 | $10.6M | 0.02% | −189,448−79.8% | Reduced |
| Woodline Partners LP | 48,065 | $10.6M | 0.07% | +13,899+40.7% | Added |
| Marietta Investment Partners LLC | 48,181 | $10.6M | 2.56% | +879+1.9% | Added |
| Crossmark Global Holdings, Inc. | 48,540 | $10.7M | 0.19% | +12,969+36.5% | Added |
| Oregon Public Employees Retirement Fund | 48,919 | $10.8M | 0.21% | +154+0.3% | Added |
| Contravisory Investment Management, Inc. | 49,016 | $10.8M | 2.28% | −1,839−3.6% | Reduced |
| Smithbridge Asset Management Inc | 49,131 | $10.8M | 2.01% | +49,131 | New |
| Bell Asset Management Ltd | 49,515 | $10.9M | 2.01% | −25,957−34.4% | Reduced |
| Pinebridge Investments, L.P. | 49,594 | $11.0M | 0.09% | −37,942−43.3% | Reduced |
| Synovus Financial Corp | 49,659 | $11.0M | 0.14% | −7,927−13.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,671 | $11.0M | 0.62% | +27,100+120.1% | Added |
| Silvercrest Asset Management Group LLC | 49,790 | $11.0M | 0.08% | +2,296+4.8% | Added |
| Cozad Asset Management Inc | 50,228 | $11.1M | 1.11% | −5,166−9.3% | Reduced |
| BTC Capital Management, Inc. | 50,454 | $11.1M | 1.02% | −390−0.8% | Reduced |
| AustralianSuper Pty Ltd | 50,524 | $11.2M | 0.06% | +39,684+366.1% | Added |
| Rakuten Investment Management, Inc. | 52,000 | $11.2M | 0.05% | +52,000 | New |
| Cullen/Frost Bankers, Inc. | 51,094 | $11.3M | 0.16% | +31,619+162.4% | Added |
| Liberty Capital Management, Inc. | 51,792 | $11.4M | 2.55% | −354−0.7% | Reduced |