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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 543 | $119.9K | 0.00% | +543 | New |
| Financial Perspectives, Inc | 550 | $121.5K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 586 | $130.0K | 0.09% | −177−23.2% | Reduced |
| Hexagon Capital Partners LLC | 595 | $131.4K | 0.02% | +41+7.4% | Added |
| Rialto Wealth Management, LLC | 605 | $133.6K | 0.04% | +105+21.0% | Added |
| North Capital, Inc. | 621 | $137.1K | 0.13% | +621 | New |
| MV Capital Management, Inc. | 626 | $138.2K | 0.01% | +3+0.5% | Added |
| Rowland & Co Investment Counsel | 654 | $144.4K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 658 | $145.0K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 669 | $147.7K | 0.02% | +212+46.4% | Added |
| Wellington Shields & Co., LLC | 682 | $150.6K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 684 | $151.0K | 0.02% | −45−6.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $152.4K | 0.05% | +120+21.1% | Added |
| Grove Bank & Trust | 697 | $153.9K | 0.02% | +318+83.9% | Added |
| Evelyn Partners Investment Management LLP | 700 | $154.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 703 | $155.4K | 0.06% | +86+13.9% | Added |
| Bank of New Hampshire | 710 | $156.8K | 0.04% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 752 | $166.1K | 0.11% | +752 | New |
| Arcadia Investment Management Corp | 781 | $172.5K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 798 | $176.2K | 0.19% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 800 | $176.7K | 0.14% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 799 | $177.4K | 0.05% | +150+23.1% | Added |
| TruNorth Capital Management, LLC | 806 | $178.0K | 0.04% | +806 | New |
| Crowley Wealth Management, Inc. | 836 | $184.6K | 0.18% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 844 | $186.4K | 0.02% | −15−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 854 | $188.6K | 0.01% | −63−6.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $192.6K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 877 | $193.7K | 0.18% | −1,295−59.6% | Reduced |
| Riverview Trust Co | 877 | $193.7K | 0.19% | −12−1.3% | Reduced |
| Accent Capital Management, LLC | 889 | $196.3K | 0.11% | +250+39.1% | Added |
| Board of the Pension Protection Fund | 900 | $198.7K | 0.23% | −3,700−80.4% | Reduced |
| Pure Financial Advisors, Inc. | 911 | $201.2K | 0.00% | +911 | New |
| Hobbs Wealth Management, LLC | 912 | $201.4K | 0.22% | +912 | New |
| First American Trust, FSB | 913 | $201.6K | 0.02% | +913 | New |
| Convergence Investment Partners, LLC | 913 | $201.6K | 0.06% | −195−17.6% | Reduced |
| Victory Financial Group, LLC | 913 | $202.3K | 0.04% | +913 | New |
| Operose Advisors LLC | 917 | $202.5K | 0.07% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 919 | $202.9K | 0.10% | +919 | New |
| ASB Consultores, LLC | 924 | $204.0K | 0.13% | +924 | New |
| Sheaff Brock Investment Advisors, LLC | 925 | $204.3K | 0.02% | −400−30.2% | Reduced |
| Camden Capital, LLC | 928 | $204.9K | 0.02% | −861−48.1% | Reduced |
| Colonial River Wealth Management, LLC | 928 | $204.9K | 0.11% | +928 | New |
| Avaii Wealth Management, LLC | 929 | $205.2K | 0.11% | +929 | New |
| Alliance Wealth Advisors, LLC | 930 | $205.4K | 0.12% | +930 | New |
| Hemington Wealth Management | 936 | $206.0K | 0.03% | +72+8.3% | Added |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 935 | $206.5K | 0.01% | +56+6.4% | Added |
| Lathrop Investment Management Corp | 939 | $207.0K | 0.04% | +939 | New |
| May Barnhard Investments LLC | 944 | $208.5K | 0.10% | +944 | New |
| Heartwood Wealth Advisors LLC | 950 | $209.8K | 0.02% | −50−5.0% | Reduced |
| Milestone Asset Management, LLC | 952 | $210.2K | 0.04% | +952 | New |
| Evergreen Private Wealth LLC | 953 | $210.5K | 0.10% | −3−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 964 | $212.9K | 0.01% | +964 | New |
| Occidental Asset Management, LLC | 965 | $213.1K | 0.03% | +965 | New |
| Plante Moran Financial Advisors, LLC | 970 | $214.2K | 0.02% | +155+19.0% | Added |
| Coastwise Capital Group, LLC | 971 | $214.3K | 0.18% | +971 | New |
| Fort Sheridan Advisors LLC | 975 | $215.3K | 0.03% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 975 | $215.3K | 0.12% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 975 | $215.3K | 0.16% | +975 | New |
| First Business Financial Services, Inc. | 979 | $216.2K | 0.02% | +979 | New |
| JT Stratford LLC | 980 | $216.4K | 0.04% | +980 | New |
| Washington Trust Advisors, Inc. | 985 | $217.5K | 0.02% | +33+3.5% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,025 | $217.5K | 0.05% | −22−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,175 | $217.7K | 0.03% | −230−16.4% | Reduced |
| Clarity Capital Partners LLC | 987 | $218.0K | 0.09% | +987 | New |
| HCR Wealth Advisors | 992 | $219.1K | 0.03% | +8+0.8% | Added |
| Ausdal Financial Partners, Inc. | 997 | $220.2K | 0.02% | +997 | New |
| Hohimer Wealth Management, LLC | 998 | $220.4K | 0.04% | −19,832−95.2% | Reduced |
| 1492 Capital Management LLC | 1,000 | $220.8K | 0.12% | 00.0% | Unchanged |
| Cercano Management LLC | 1,000 | $220.8K | 0.01% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,000 | $220.8K | 0.08% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 1,000 | $220.8K | 0.14% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,000 | $220.8K | 0.17% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 1,000 | $221.0K | 0.12% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,004 | $221.7K | 0.01% | +1,004 | New |
| Transce3nd, LLC | 1,007 | $222.4K | 0.10% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 1,251 | $222.7K | 0.09% | +47+3.9% | Added |
| Holland Advisory Services, Inc. | 1,014 | $223.9K | 0.34% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,015 | $224.1K | 0.09% | −338−25.0% | Reduced |
| Retirement Planning Group | 1,018 | $224.8K | 0.01% | +1,018 | New |
| First Foundation Advisors | 1,021 | $225.5K | 0.01% | −4−0.4% | Reduced |
| Forthright Family Wealth Advisory LLC | 1,028 | $227.0K | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,029 | $227.1K | 0.02% | +20+2.0% | Added |
| Everett Harris & Co | 1,032 | $227.9K | 0.00% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,038 | $229.2K | 0.13% | +15+1.5% | Added |
| Flossbach Von Storch AG | 1,040 | $229.7K | 0.00% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,041 | $229.8K | 0.13% | −120−10.3% | Reduced |
| YHB Investment Advisors, Inc. | 1,043 | $230.3K | 0.02% | −100−8.7% | Reduced |
| MJP Associates Inc | 1,044 | $230.5K | 0.04% | +1,044 | New |
| Financial Insights, Inc. | 1,045 | $230.8K | 0.09% | +20+2.0% | Added |
| Fairfield Financial Advisors, LTD | 1,048 | $231.4K | 0.09% | +428+69.0% | Added |
| Caitlin John, LLC | 1,053 | $232.5K | 0.23% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,058 | $233.6K | 0.18% | −9−0.8% | Reduced |
| CPA Asset Management LLC | 1,058 | $233.6K | 0.10% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,059 | $233.9K | 0.00% | +1,059 | New |
| Edgestream Partners, L.P. | 1,062 | $234.5K | 0.01% | −5,025−82.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,064 | $235.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,064 | $235.0K | 0.04% | −22−2.0% | Reduced |
| Oakworth Capital, Inc. | 1,065 | $235.2K | 0.02% | +56+5.6% | Added |
| Wilkinson Global Asset Management LLC | 1,065 | $235.2K | 0.01% | 00.0% | Unchanged |