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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 1,067 | $235.6K | 0.01% | −25−2.3% | Reduced |
| Muirfield Wealth Advisors LLC | 1,071 | $236.5K | 0.20% | +46+4.5% | Added |
| Tradewinds, LLC. | 1,073 | $237.0K | 0.07% | −40−3.6% | Reduced |
| FourThought Financial Partners, LLC | 1,074 | $237.2K | 0.02% | −102−8.7% | Reduced |
| Five Oceans Advisors | 1,076 | $237.6K | 0.11% | +9+0.8% | Added |
| Kornitzer Capital Management Inc | 1,079 | $238.3K | 0.00% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,080 | $238.5K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,082 | $238.9K | 0.03% | +97+9.8% | Added |
| BluePath Capital Management, LLC | 1,083 | $239.2K | 0.25% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,086 | $239.8K | 0.02% | +4+0.4% | Added |
| Integrated Advisors Network LLC | 1,088 | $240.3K | 0.01% | −4,002−78.6% | Reduced |
| Modern Wealth Management, LLC | 1,089 | $240.5K | 0.01% | −112−9.3% | Reduced |
| Sandy Spring Bank | 1,090 | $240.7K | 0.01% | −42−3.7% | Reduced |
| Independent Financial Group, LLC | 1,091 | $240.9K | 0.01% | −159−12.7% | Reduced |
| Asset Allocation & Management Company, LLC | 1,091 | $241.0K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,092 | $241.1K | 0.03% | −190−14.8% | Reduced |
| Courier Capital LLC | 1,093 | $241.4K | 0.02% | −234−17.6% | Reduced |
| New Republic Capital, LLC | 1,104 | $243.8K | 0.11% | +33+3.1% | Added |
| Wedge Capital Management L L P | 1,106 | $244.2K | 0.00% | +115+11.6% | Added |
| Essex Savings Bank | 1,110 | $245.1K | 0.06% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,110 | $245.1K | 0.08% | −61,412−98.2% | Reduced |
| Gateway Investment Advisers LLC | 1,114 | $246.0K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 1,117 | $246.7K | 0.03% | −64−5.4% | Reduced |
| Capital Advantage, Inc. | 1,202 | $246.9K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,120 | $247.3K | 0.19% | −12−1.1% | Reduced |
| Kickstand Ventures, LLC. | 1,121 | $247.6K | 0.06% | +1,121 | New |
| Breed's Hill Capital LLC | 1,121 | $247.6K | 0.13% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,123 | $248.0K | 0.17% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,121 | $248.0K | 0.13% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 1,127 | $248.9K | 0.01% | +1,127 | New |
| Oregon Pacific Wealth Management, LLC | 1,133 | $250.2K | 0.25% | −45−3.8% | Reduced |
| Wimmer Associates 1, LLC | 1,310 | $250.2K | 0.13% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,136 | $250.9K | 0.01% | +123+12.1% | Added |
| JNBA Financial Advisors | 1,138 | $251.3K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,140 | $251.7K | 0.01% | −59−4.9% | Reduced |
| Auxano Advisors, LLC | 1,144 | $252.6K | 0.07% | −81−6.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,146 | $253.1K | 0.06% | +88+8.3% | Added |
| Thomasville National Bank | 1,149 | $253.7K | 0.02% | +1,149 | New |
| Creekmur Asset Management LLC | 1,151 | $254.2K | 0.05% | +1,151 | New |
| Finivi Inc. | 1,154 | $254.8K | 0.21% | +77+7.1% | Added |
| King Wealth | 1,154 | $255.0K | 0.04% | −31−2.6% | Reduced |
| Armis Advisers, LLC | 1,384 | $255.4K | 0.02% | +1,384 | New |
| FDx Advisors, Inc. | 1,157 | $256.0K | 0.08% | −201−14.8% | Reduced |
| Vigilare Wealth Management | 1,160 | $256.2K | 0.10% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,160 | $256.2K | 0.12% | +987+570.5% | Added |
| Catalyst Capital Advisors LLC | 1,162 | $256.6K | 0.01% | +27+2.4% | Added |
| West Bancorporation Inc | 1,170 | $258.4K | 0.18% | −6−0.5% | Reduced |
| Founders Financial Alliance, LLC | 1,170 | $258.4K | 0.06% | +1,170 | New |
| Myecfo, LLC | 1,174 | $259.3K | 0.14% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,176 | $259.7K | 0.17% | −20−1.7% | Reduced |
| LRI Investments, LLC | 20,719 | $260.5K | 0.03% | +375+1.8% | Added |
| Blackston Financial Advisory Group, LLC | 1,180 | $260.6K | 0.18% | −346−22.7% | Reduced |
| Fundamentun, LLC | 1,187 | $262.2K | 0.01% | +1,187 | New |
| Banco BTG Pactual S.A. | 1,192 | $263.2K | 0.07% | −1,800−60.2% | Reduced |
| Apella Capital, LLC | 1,254 | $263.8K | 0.01% | +1,254 | New |
| WS Portfolio Advisory, LLC | 1,200 | $265.0K | 1.57% | −950−44.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $265.0K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $265.0K | 0.20% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $265.0K | 0.35% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 1,201 | $265.2K | 0.17% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,202 | $265.4K | 0.02% | +59+5.2% | Added |
| Fisher Asset Management, LLC | 1,204 | $266.1K | 0.00% | −497−29.2% | Reduced |
| Birmingham Capital Management Co Inc | 1,212 | $267.6K | 0.10% | 00.0% | Unchanged |
| Norden Group LLC | 1,219 | $269.2K | 0.03% | −113−8.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $269.4K | 0.08% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,289 | $271.2K | 0.09% | +81+6.7% | Added |
| Advisor OS, LLC | 1,233 | $272.3K | 0.03% | +199+19.2% | Added |
| Global Trust Asset Management, LLC | 1,236 | $272.9K | 0.17% | +630+104.0% | Added |
| Monument Capital Management | 1,241 | $274.1K | 0.08% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,242 | $274.3K | 0.03% | −1,562−55.7% | Reduced |
| Affinity Investment Advisors, LLC | 1,247 | $275.4K | 0.22% | +196+18.6% | Added |
| RFG Advisory, LLC | 1,247 | $275.4K | 0.01% | +1,247 | New |
| Campbell Deegan Wealth Management, LLC | 1,249 | $275.9K | 0.32% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,250 | $276.0K | 0.03% | −1−0.1% | Reduced |
| Cascades Capital Asset Management, LLC | 1,250 | $276.0K | 0.15% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,253 | $276.7K | 0.32% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 1,255 | $277.1K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,257 | $277.6K | 0.13% | −230−15.5% | Reduced |
| Accurate Wealth Management, LLC | 1,338 | $278.4K | 0.05% | +73+5.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $278.5K | 0.24% | 00.0% | Unchanged |
| McAdam, LLC | 1,263 | $278.9K | 0.02% | −388−23.5% | Reduced |
| Chicago Partners Investment Group LLC | 1,531 | $278.9K | 0.01% | +23+1.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,265 | $279.4K | 0.11% | −101−7.4% | Reduced |
| 1858 Wealth Management, LLC | 1,270 | $280.5K | 0.24% | −197−13.4% | Reduced |
| Petros Family Wealth, LLC | 1,271 | $280.7K | 0.31% | −87−6.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,273 | $281.0K | 0.07% | +62+5.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,275 | $281.6K | 0.07% | +48+3.9% | Added |
| Presilium Private Wealth, LLC | 1,283 | $283.3K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,285 | $283.8K | 0.07% | −1,010−44.0% | Reduced |
| bLong Financial, LLC | 1,288 | $284.4K | 0.25% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,293 | $285.5K | 0.04% | +38+3.0% | Added |
| Abel Hall, LLC | 1,293 | $285.5K | 0.17% | +1,293 | New |
| Financial Partners Group, LLC | 1,293 | $285.5K | 0.12% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,297 | $286.4K | 0.85% | +1,297 | New |
| Natural Investments, LLC | 1,308 | $288.0K | 0.08% | +3+0.2% | Added |
| Berkshire Asset Management LLC | 1,588 | $288.1K | 0.01% | +92+6.1% | Added |
| American Money Management, LLC | 1,309 | $289.1K | 0.05% | 00.0% | Unchanged |