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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 91 | $20.1K | 0.01% | −3−3.2% | Reduced |
| Abound Wealth Management | 94 | $20.8K | 0.01% | −46−32.9% | Reduced |
| Whipplewood Advisors, LLC | 84 | $21.0K | 0.01% | −9−9.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 95 | $21.0K | 0.01% | +45+90.0% | Added |
| Creative Financial Designs Inc | 98 | $21.6K | 0.00% | +98 | New |
| Godsey & Gibb Associates | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $22.1K | 0.01% | +100 | New |
| Sachetta, LLC | 102 | $22.5K | 0.01% | −1−1.0% | Reduced |
| Bellwether Advisors, LLC | 103 | $22.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $23.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $23.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 110 | $24.3K | 0.01% | +5+4.8% | Added |
| Park Square Financial Group, LLC | 110 | $24.3K | 0.02% | −24−17.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $24.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 115 | $25.4K | 0.00% | −29−20.1% | Reduced |
| West Branch Capital LLC | 120 | $26.5K | 0.01% | −16−11.8% | Reduced |
| Banque de Luxembourg S.A. | 125 | $27.6K | 0.02% | +125 | New |
| Lummis Asset Management, LP | 128 | $28.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 130 | $28.7K | 0.01% | −5−3.7% | Reduced |
| Activest Wealth Management | 130 | $28.7K | 0.01% | +126+3,150.0% | Added |
| Pinnacle Bancorp, Inc. | 139 | $30.7K | 0.01% | −26−15.8% | Reduced |
| Marshall Investment Management, LLC | 140 | $30.9K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 140 | $31.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 143 | $32.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 149 | $32.9K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 150 | $33.1K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 151 | $33.3K | 0.01% | −11−6.8% | Reduced |
| Dunhill Financial, LLC | 156 | $34.4K | 0.02% | −12−7.1% | Reduced |
| Ogorek Anthony Joseph | 162 | $35.0K | 0.01% | +162 | New |
| Gables Capital Management Inc. | 171 | $37.8K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 172 | $38.0K | 0.02% | +172 | New |
| Painted Porch Advisors LLC | 177 | $39.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 179 | $39.5K | 0.03% | −104−36.7% | Reduced |
| Campbell Capital Management Inc | 180 | $39.7K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 181 | $40.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 182 | $40.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 183 | $40.5K | 0.00% | −22−10.7% | Reduced |
| Wiser Advisor Group LLC | 190 | $42.0K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $42.4K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 198 | $43.7K | 0.09% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $44.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $44.2K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 209 | $46.0K | 0.00% | −115−35.5% | Reduced |
| Clean Yield Group | 214 | $47.3K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 220 | $48.6K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $48.6K | 0.05% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 222 | $49.0K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 224 | $49.5K | 0.26% | +224 | New |
| Carolinas Wealth Consulting LLC | 233 | $51.5K | 0.01% | −37−13.7% | Reduced |
| Vega Investment Solutions | 236 | $52.1K | 0.01% | +114+93.4% | Added |
| Medallion Wealth Advisors, LLC | 236 | $52.2K | 0.02% | +36+18.0% | Added |
| Roxbury Financial LLC | 228 | $53.7K | 0.05% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 244 | $53.9K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $55.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 251 | $55.4K | 0.04% | 00.0% | Unchanged |
| XY Capital Ltd | 255 | $56.3K | 0.04% | −249−49.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $57.4K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 264 | $58.3K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 266 | $58.7K | 0.05% | 00.0% | Unchanged |
| 1248 Management, LLC | 284 | $62.7K | 0.03% | +284 | New |
| Bell Investment Advisors, Inc | 286 | $63.2K | 0.01% | +3+1.1% | Added |
| Atala Financial Inc | 300 | $66.2K | 0.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $66.2K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 302 | $66.7K | 0.05% | −111−26.9% | Reduced |
| Cornerstone Planning Group LLC | 308 | $66.9K | 0.02% | +278+926.7% | Added |
| Hollencrest Capital Management | 309 | $68.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 311 | $68.7K | 0.01% | −1,000−76.3% | Reduced |
| Financial Network Wealth Advisors LLC | 317 | $70.0K | 0.09% | +26+8.9% | Added |
| High Note Wealth, LLC | 324 | $71.5K | 0.02% | +106+48.6% | Added |
| Eastern Bank | 327 | $72.2K | 0.00% | +50+18.1% | Added |
| Davis Capital Management | 330 | $72.9K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 331 | $73.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 331 | $73.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 334 | $73.8K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 335 | $74.0K | 0.00% | +21+6.7% | Added |
| Fortitude Family Office, LLC | 341 | $75.3K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 357 | $79.0K | 0.00% | +357 | New |
| Rise Advisors, LLC | 360 | $79.5K | 0.04% | +43+13.6% | Added |
| Hoese & Co LLP | 368 | $81.3K | 0.07% | −35−8.7% | Reduced |
| PrairieView Partners, LLC | 375 | $82.0K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 374 | $82.6K | 0.05% | +374 | New |
| Piscataqua Savings Bank | 377 | $83.3K | 0.07% | −20−5.0% | Reduced |
| WPG Advisers, LLC | 379 | $83.7K | 0.08% | −39−9.3% | Reduced |
| Deseret Mutual Benefit Administrators | 381 | $84.1K | 0.04% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 384 | $84.8K | 0.08% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $85.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $85.5K | 0.04% | −415−99.8% | Reduced |
| Goodman Advisory Group, LLC | 395 | $87.2K | 0.03% | +395 | New |
| West Oak Capital, LLC | 400 | $88.3K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $88.3K | 0.02% | −217−35.2% | Reduced |
| Kimelman & Baird, LLC | 400 | $88.3K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 409 | $90.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 424 | $92.0K | 0.02% | +279+192.4% | Added |
| Capital Advisors, Ltd. LLC | 421 | $93.0K | 0.01% | +39+10.2% | Added |
| Bayforest Capital Ltd | 437 | $96.5K | 0.04% | +437 | New |
| TSFG, LLC | 471 | $104.0K | 0.02% | +345+273.8% | Added |
| AllSquare Wealth Management LLC | 495 | $109.3K | 0.06% | −60−10.8% | Reduced |
| Atwood & Palmer Inc | 500 | $110.4K | 0.01% | −66−11.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 500 | $110.4K | 0.07% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $113.8K | 0.06% | 00.0% | Unchanged |