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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 52,239 | $11.5M | 0.40% | +52,239 | New |
| Freestone Grove Partners LP | 52,273 | $11.5M | 0.12% | +48,947+1,471.6% | Added |
| Builder Investment Group Inc | 52,872 | $11.7M | 3.32% | −314−0.6% | Reduced |
| Union Bancaire Privee, UBP SA | 56,745 | $11.7M | 0.23% | −459−0.8% | Reduced |
| Legal Advantage Investments, Inc. | 53,417 | $11.8M | 6.37% | −500−0.9% | Reduced |
| Diversified Trust Co | 53,635 | $11.8M | 0.29% | −9,248−14.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 53,889 | $11.9M | 0.29% | +8,942+19.9% | Added |
| Atria Investments LLC | 53,904 | $11.9M | 0.15% | +4,005+8.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 54,487 | $12.0M | 0.97% | +21,442+64.9% | Added |
| McKinley Carter Wealth Services, Inc. | 54,567 | $12.1M | 0.74% | −2,938−5.1% | Reduced |
| ProVise Management Group, LLC | 55,754 | $12.3M | 1.04% | −2,476−4.3% | Reduced |
| Wealthfront Advisers LLC | 56,189 | $12.4M | 0.03% | +10,133+22.0% | Added |
| Brinker Capital Investments, LLC | 56,254 | $12.4M | 0.12% | −369,082−86.8% | Reduced |
| Orion Portfolio Solutions, LLC | 56,254 | $12.4M | 0.12% | −369,082−86.8% | Reduced |
| Toroso Investments, LLC | 57,040 | $12.6M | 0.11% | −14,293−20.0% | Reduced |
| Polar Capital Holdings Plc | 57,151 | $12.6M | 0.08% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 57,825 | $12.8M | 0.62% | −1,862−3.1% | Reduced |
| Sora Investors LLC | 58,050 | $12.8M | 1.55% | −37,813−39.4% | Reduced |
| Tocqueville Asset Management L.P. | 58,265 | $12.9M | 0.21% | −61−0.1% | Reduced |
| Thematics Asset Management | 58,309 | $12.9M | 0.65% | −2,191−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 59,184 | $13.1M | 0.03% | −8,830−13.0% | Reduced |
| CX Institutional | 59,738 | $13.2M | 0.50% | +10,340+20.9% | Added |
| Papp L Roy & Associates | 59,966 | $13.2M | 1.62% | −876−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 60,787 | $13.4M | 0.17% | +478+0.8% | Added |
| Voloridge Investment Management, LLC | 61,334 | $13.5M | 0.05% | −250,948−80.4% | Reduced |
| Headinvest, LLC | 61,372 | $13.6M | 2.64% | −4,295−6.5% | Reduced |
| Webster Bank, N. A. | 61,424 | $13.6M | 1.49% | −1,087−1.7% | Reduced |
| Shell Asset Management Co | 61,680 | $13.6M | 0.65% | −2,475−3.9% | Reduced |
| Legacy Private Trust Co. | 62,013 | $13.7M | 0.94% | −3,602−5.5% | Reduced |
| Janney Montgomery Scott LLC | 62,844 | $13.9M | 0.04% | −1,443−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 62,902 | $13.9M | 0.21% | +3,278+5.5% | Added |
| Generali Asset Management SPA SGR | 64,329 | $14.2M | 0.35% | +18,374+40.0% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $14.3M | 5.43% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 64,794 | $14.3M | 0.52% | −19,843−23.4% | Reduced |
| JustInvest LLC | 65,172 | $14.4M | 0.21% | +9,406+16.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 149,156 | $14.5M | 0.06% | +87,688+142.7% | Added |
| Bahl & Gaynor Inc | 65,902 | $14.6M | 0.07% | −73−0.1% | Reduced |
| Panagora Asset Management Inc | 65,928 | $14.6M | 0.07% | −454−0.7% | Reduced |
| Mutual of America Capital Management LLC | 66,164 | $14.6M | 0.17% | −1,992−2.9% | Reduced |
| Advisors Asset Management, Inc. | 66,388 | $14.7M | 0.28% | +3,583+5.7% | Added |
| OP Asset Management Ltd | 67,466 | $14.9M | 0.25% | +67,466 | New |
| Great Valley Advisor Group, Inc. | 67,790 | $15.0M | 0.32% | −9,884−12.7% | Reduced |
| CCM Investment Advisers LLC | 67,862 | $15.0M | 1.84% | −12,432−15.5% | Reduced |
| Pinnacle Financial Partners Inc | 67,951 | $15.0M | 0.30% | +382+0.6% | Added |
| TownSquare Capital, LLC | 68,511 | $15.1M | 0.16% | +14,638+27.2% | Added |
| CIBC World Markets Corp | 68,623 | $15.2M | 0.12% | −21,418−23.8% | Reduced |
| Bank of Nova Scotia | 69,549 | $15.4M | 0.03% | −22,201−24.2% | Reduced |
| Bragg Financial Advisors, Inc | 69,582 | $15.4M | 0.63% | +403+0.6% | Added |
| Woodstock Corp | 69,669 | $15.4M | 1.52% | −123−0.2% | Reduced |
| Venturi Wealth Management, LLC | 69,917 | $15.4M | 0.80% | −6,989−9.1% | Reduced |
| Puzo Michael J | 69,956 | $15.4M | 4.43% | −4,565−6.1% | Reduced |
| Steamboat Capital Partners, LLC | 70,000 | $15.5M | 4.68% | −19,879−22.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 70,322 | $15.5M | 1.00% | −1,786−2.5% | Reduced |
| Kidder Stephen W | 71,452 | $15.8M | 4.92% | −3,141−4.2% | Reduced |
| Nissay Asset Management Corp | 71,567 | $15.8M | 0.10% | −303−0.4% | Reduced |
| PGGM Investments | 72,222 | $15.9M | 0.22% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 72,437 | $16.0M | 3.90% | −2,563−3.4% | Reduced |
| Pensionmark Financial Group, LLC | 72,445 | $16.0M | 0.42% | +9,526+15.1% | Added |
| Hunter Perkins Capital Management, LLC | 72,685 | $16.1M | 3.73% | −11,727−13.9% | Reduced |
| Apollon Wealth Management, LLC | 72,885 | $16.1M | 0.35% | +53,310+272.3% | Added |
| Perennial Advisors, LLC | 72,890 | $16.1M | 3.21% | −1,945−2.6% | Reduced |
| Romano Brothers and Company | 73,190 | $16.2M | 2.09% | −737−1.0% | Reduced |
| Black Creek Investment Management Inc. | 73,307 | $16.2M | 0.76% | +11,889+19.4% | Added |
| Bellecapital International Ltd. | 73,402 | $16.2M | 3.20% | −1,902−2.5% | Reduced |
| Running Oak Capital LLC | 73,501 | $16.2M | 1.96% | −4,897−6.2% | Reduced |
| Federated Hermes, Inc. | 74,295 | $16.4M | 0.04% | −23,585−24.1% | Reduced |
| Gotham Asset Management, LLC | 74,674 | $16.5M | 0.14% | +3,809+5.4% | Added |
| Addenda Capital Inc. | 74,863 | $16.5M | 0.61% | −492−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 75,327 | $16.6M | 0.07% | −2,193−2.8% | Reduced |
| Logan Capital Management Inc | 75,845 | $16.7M | 0.76% | −4,960−6.1% | Reduced |
| iA Global Asset Management Inc. | 76,239 | $16.8M | 0.29% | +5,322+7.5% | Added |
| State of Alaska, Department of Revenue | 76,408 | $16.9M | 0.19% | +1,795+2.4% | Added |
| Yousif Capital Management, LLC | 76,830 | $17.0M | 0.20% | −2,426−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 77,362 | $17.1M | 0.06% | −8,958−10.4% | Reduced |
| HighTower Advisors, LLC | 77,562 | $17.1M | 0.02% | +3,790+5.1% | Added |
| GDS Wealth Management | 78,149 | $17.3M | 1.47% | +2,248+3.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 78,236 | $17.3M | 0.45% | +70,179+871.0% | Added |
| Pathstone Holdings, LLC | 78,400 | $17.3M | 0.08% | +6,516+9.1% | Added |
| Federation des caisses Desjardins du Quebec | 79,160 | $17.5M | 0.09% | −5,307−6.3% | Reduced |
| Baldwin Brothers Inc | 80,567 | $17.8M | 1.25% | −2,742−3.3% | Reduced |
| Dillon & Associates Inc | 81,151 | $17.9M | 2.66% | +5,256+6.9% | Added |
| Farmers & Merchants Investments Inc | 81,253 | $17.9M | 0.57% | −1,250−1.5% | Reduced |
| Walleye Trading LLC | 81,931 | $18.1M | 0.51% | −14,238−14.8% | Reduced |
| Sequoia Financial Advisors, LLC | 82,131 | $18.1M | 0.14% | +17,152+26.4% | Added |
| Penserra Capital Management LLC | 82,334 | $18.2M | 0.32% | −13,429−14.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 82,541 | $18.2M | 0.18% | 00.0% | Unchanged |
| Act Two Investors LLC | 83,119 | $18.4M | 3.89% | +1,920+2.4% | Added |
| Hunter Associates Investment Management LLC | 83,199 | $18.4M | 2.84% | −2,070−2.4% | Reduced |
| New York Life Investment Management LLC | 84,082 | $18.6M | 0.19% | −495−0.6% | Reduced |
| Groupe la Francaise | 84,578 | $18.6M | 0.40% | +17,607+26.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 84,134 | $18.6M | 3.53% | +485+0.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $18.8M | 0.17% | 00.0% | Unchanged |
| Andra AP-fonden | 85,795 | $18.9M | 0.31% | +24,100+39.1% | Added |
| Lee Danner & Bass Inc | 85,835 | $19.0M | 1.53% | −575−0.7% | Reduced |
| American National Bank | 85,838 | $19.0M | 2.10% | +1,983+2.4% | Added |
| Punch & Associates Investment Management, Inc. | 85,885 | $19.0M | 1.24% | −21,989−20.4% | Reduced |
| Man Group plc | 86,293 | $19.1M | 0.06% | +835+1.0% | Added |
| Daiwa Securities Group Inc. | 86,911 | $19.2M | 0.08% | −1,711−1.9% | Reduced |
| Cadinha & Co LLC | 88,425 | $19.5M | 4.20% | −2,333−2.6% | Reduced |
| Varma Mutual Pension Insurance Co | 89,431 | $19.7M | 0.17% | −9,100−9.2% | Reduced |