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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1,314 | $290.2K | 0.01% | +251+23.6% | Added |
| Trust Co | 1,317 | $290.8K | 0.03% | +18+1.4% | Added |
| Summit Global Investments | 1,317 | $291.0K | 0.02% | −1,500−53.2% | Reduced |
| Osterweis Capital Management Inc | 1,318 | $291.1K | 0.01% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,326 | $292.8K | 0.02% | +47+3.7% | Added |
| J.Safra Asset Management Corp | 1,326 | $292.8K | 0.02% | +621+88.1% | Added |
| eCIO, Inc. | 36,167 | $292.9K | 0.10% | +36,167 | New |
| IAM Advisory, LLC | 1,328 | $293.3K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 1,329 | $293.5K | 0.04% | −940−41.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,329 | $293.5K | 0.06% | +154+13.1% | Added |
| Longboard Asset Management, LP | 1,334 | $294.6K | 0.87% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,335 | $294.8K | 0.02% | −6−0.4% | Reduced |
| Verus Capital Partners, LLC | 1,342 | $296.4K | 0.03% | −104−7.2% | Reduced |
| City State Bank | 1,345 | $297.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,350 | $298.1K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $298.1K | 0.24% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,355 | $299.2K | 0.02% | +2+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 1,356 | $299.4K | 0.15% | −49−3.5% | Reduced |
| Strategies Wealth Advisors, LLC | 1,359 | $300.1K | 0.04% | +1,359 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,364 | $301.2K | 0.17% | −125−8.4% | Reduced |
| SFMG, LLC | 1,365 | $301.4K | 0.02% | −10−0.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,371 | $302.8K | 0.04% | +397+40.8% | Added |
| Intrua Financial, LLC | 1,376 | $303.9K | 0.05% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 1,378 | $304.3K | 0.15% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,379 | $304.5K | 0.23% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,380 | $304.7K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,382 | $305.2K | 0.03% | +88+6.8% | Added |
| Cidel Asset Management Inc | 1,392 | $307.4K | 0.02% | −59−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,399 | $308.9K | 0.02% | +5+0.4% | Added |
| Chickasaw Capital Management LLC | 1,414 | $312.0K | 0.01% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,414 | $312.3K | 0.30% | −5−0.4% | Reduced |
| Claret Asset Management Corp | 1,419 | $313.0K | 0.05% | −8−0.6% | Reduced |
| Fedenia Advisers LLC | 1,420 | $313.6K | 0.20% | −142−9.1% | Reduced |
| Carrera Capital Advisors | 1,426 | $314.9K | 0.07% | −1,124−44.1% | Reduced |
| Mainsail Asset Management, LLC | 1,428 | $315.3K | 0.22% | +3+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 1,429 | $315.6K | 0.23% | −214−13.0% | Reduced |
| Csenge Advisory Group | 1,513 | $315.7K | 0.02% | −621−29.1% | Reduced |
| MBB Public Markets I LLC | 1,434 | $316.7K | 0.04% | +1,434 | New |
| Wellspring Financial Advisors, LLC | 1,447 | $319.5K | 0.04% | −243−14.4% | Reduced |
| Horan Securities, Inc. | 1,453 | $320.9K | 0.12% | −766−34.5% | Reduced |
| Wolf Group Capital Advisors | 1,463 | $323.1K | 0.11% | −11,915−89.1% | Reduced |
| E Fund Management Co., Ltd. | 1,463 | $323.1K | 0.02% | +55+3.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $324.0K | 0.08% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,660 | $324.7K | 0.15% | +1,660 | New |
| Rockland Trust Co | 1,480 | $326.8K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,483 | $327.5K | 0.03% | −82−5.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,489 | $328.8K | 0.04% | −239−13.8% | Reduced |
| USAdvisors Wealth Management, LLC | 1,493 | $329.0K | 0.11% | −79−5.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,497 | $330.6K | 0.04% | −148−9.0% | Reduced |
| Cypress Wealth Services, LLC | 1,498 | $330.8K | 0.07% | +180+13.7% | Added |
| Univest Financial Corp | 1,499 | $331.0K | 0.02% | +400+36.4% | Added |
| Keudell/Morrison Wealth Management | 1,500 | $331.2K | 0.08% | −112−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,501 | $331.5K | 0.05% | +205+15.8% | Added |
| Versant Capital Management, Inc | 1,503 | $331.9K | 0.06% | +893+146.4% | Added |
| Meeder Asset Management Inc | 1,504 | $332.1K | 0.02% | +158+11.7% | Added |
| Richwood Investment Advisors, LLC | 1,510 | $333.5K | 0.28% | 00.0% | Unchanged |
| JB Capital LLC | 1,519 | $335.4K | 0.02% | −13,789−90.1% | Reduced |
| Investors Asset Management of Georgia Inc | 1,522 | $336.1K | 0.17% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 1,525 | $336.8K | 0.09% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,526 | $336.9K | 0.34% | −27−1.7% | Reduced |
| Onefund, LLC | 1,527 | $337.2K | 0.34% | +1+0.1% | Added |
| Mitchell Sinkler & Starr | 1,537 | $339.4K | 0.10% | −230−13.0% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $340.1K | 0.19% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,540 | $340.1K | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,551 | $343.0K | 0.01% | −115−6.9% | Reduced |
| Isthmus Partners, LLC | 1,558 | $344.1K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,861 | $344.8K | 0.02% | +1,861 | New |
| Security Financial Services, INC. | 1,562 | $344.9K | 0.07% | −103−6.2% | Reduced |
| McIlrath & Eck, LLC | 1,562 | $344.9K | 0.04% | +1,290+474.3% | Added |
| Private Wealth Asset Management, LLC | 1,562 | $345.0K | 0.05% | +1,562 | New |
| De Burlo Group Inc | 1,563 | $345.2K | 0.05% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 1,565 | $345.6K | 0.19% | +1,565 | New |
| S-Bank Fund Management Ltd | 1,566 | $345.8K | 0.07% | +1,566 | New |
| Capital Investment Advisory Services, LLC | 1,569 | $346.5K | 0.03% | +1,569 | New |
| Oversea-Chinese Banking CORP Ltd | 1,571 | $346.9K | 0.01% | +1,571 | New |
| Canton Hathaway, LLC | 1,570 | $347.0K | 0.07% | +1,330+554.2% | Added |
| Greatmark Investment Partners, Inc. | 1,575 | $347.8K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,757 | $349.0K | 0.24% | −525−23.0% | Reduced |
| LCNB Corp | 1,585 | $350.0K | 0.13% | −32−2.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,598 | $352.9K | 0.12% | +8+0.5% | Added |
| SageView Advisory Group, LLC | 1,598 | $352.9K | 0.02% | +62+4.0% | Added |
| All Terrain Financial Advisors, LLC | 1,600 | $353.3K | 0.14% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $353.7K | 0.05% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,603 | $354.0K | 0.03% | +80+5.3% | Added |
| Roble, Belko & Company, Inc | 1,600 | $354.0K | 0.06% | +800+100.0% | Added |
| Long Road Investment Counsel, LLC | 1,604 | $354.2K | 0.14% | +1,604 | New |
| Journey Strategic Wealth LLC | 1,615 | $356.6K | 0.01% | +190+13.3% | Added |
| Fermata Advisors, LLC | 1,617 | $357.1K | 0.06% | +294+22.2% | Added |
| Hourglass Capital, LLC | 1,618 | $357.3K | 0.09% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,620 | $357.7K | 0.08% | −180−10.0% | Reduced |
| Cura Wealth Advisors, LLC | 1,627 | $359.3K | 0.15% | +1,627 | New |
| Old Second National Bank of Aurora | 1,631 | $360.2K | 0.08% | −11−0.7% | Reduced |
| 25 LLC | 1,632 | $360.4K | 0.15% | +10+0.6% | Added |
| Chemistry Wealth Management LLC | 1,644 | $363.0K | 0.08% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,646 | $363.5K | 0.14% | +297+22.0% | Added |
| Goldstone Financial Group, LLC | 1,650 | $364.4K | 0.06% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,650 | $364.4K | 0.00% | +1,650 | New |
| River Street Advisors LLC | 1,651 | $364.6K | 0.18% | −50−2.9% | Reduced |
| Cable Hill Partners, LLC | 1,976 | $364.7K | 0.04% | −97−4.7% | Reduced |
| Legacy Financial Group LLC | 1,655 | $365.5K | 0.06% | 00.0% | Unchanged |