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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 1,750 | $368.2K | 0.20% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,668 | $368.3K | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,668 | $368.3K | 0.01% | −96−5.4% | Reduced |
| Optimize Financial Inc | 1,673 | $369.4K | 0.14% | −296−15.0% | Reduced |
| Front Row Advisors LLC | 1,684 | $371.9K | 0.14% | −7−0.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,685 | $372.1K | 0.09% | −50−2.9% | Reduced |
| First Heartland Consultants, Inc. | 1,686 | $372.3K | 0.04% | −16−0.9% | Reduced |
| Marquette Asset Management, LLC | 1,690 | $373.2K | 0.07% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,694 | $374.1K | 0.16% | +45+2.7% | Added |
| TRUE Private Wealth Advisors | 1,699 | $375.2K | 0.05% | −12−0.7% | Reduced |
| Union Savings Bank | 1,700 | $375.4K | 0.18% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,700 | $375.4K | 0.04% | +572+50.7% | Added |
| Colonial Trust Co | 1,701 | $375.7K | 0.06% | −21−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,704 | $376.3K | 0.01% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,704 | $376.3K | 0.04% | +56+3.4% | Added |
| Harbour Trust & Investment Management Co | 1,714 | $378.5K | 0.05% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,719 | $379.6K | 0.20% | +4+0.2% | Added |
| Security National Bank of Sioux City Iowa | 1,720 | $379.8K | 0.28% | −10−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,731 | $382.3K | 0.11% | −1,218−41.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,731 | $382.3K | 0.01% | −21−1.2% | Reduced |
| H&H Retirement Design & Management INC | 1,844 | $382.6K | 0.25% | −2−0.1% | Reduced |
| Kaizen Financial Strategies | 1,735 | $383.1K | 0.22% | −241−12.2% | Reduced |
| Portside Wealth Group, LLC | 1,735 | $383.1K | 0.06% | +124+7.7% | Added |
| Keystone Financial Services | 1,737 | $383.6K | 0.15% | −180−9.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $384.0K | 0.10% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,741 | $384.5K | 0.20% | +1,741 | New |
| BOK Financial Private Wealth, Inc. | 1,741 | $384.5K | 0.03% | −11−0.6% | Reduced |
| Goldstein Advisors, LLC | 1,742 | $384.7K | 0.06% | +20+1.2% | Added |
| Tranquilli Financial Advisor LLC | 1,743 | $384.9K | 0.24% | +74+4.4% | Added |
| SeaCrest Wealth Management, LLC | 1,745 | $385.3K | 0.04% | −37−2.1% | Reduced |
| Trust Co of Toledo NA | 1,752 | $386.9K | 0.05% | −150−7.9% | Reduced |
| Permanent Capital Management, LP | 1,753 | $387.1K | 0.11% | −415−19.1% | Reduced |
| Oxford Financial Group Ltd | 1,755 | $387.6K | 0.03% | +50+2.9% | Added |
| Guardian Wealth Advisors, LLC | 1,756 | $387.8K | 0.03% | −1,249−41.6% | Reduced |
| Old Port Advisors | 1,763 | $389.3K | 0.12% | −75−4.1% | Reduced |
| Quantum Financial Planning Services, Inc. | 1,765 | $389.8K | 0.21% | +161+10.0% | Added |
| AlphaCore Capital LLC | 1,775 | $391.9K | 0.03% | +360+25.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,776 | $392.2K | 0.01% | +214+13.7% | Added |
| Cascade Financial Partners, LLC | 1,780 | $393.1K | 0.05% | −178−9.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,788 | $395.0K | 0.03% | −93−4.9% | Reduced |
| Cromwell Holdings LLC | 1,807 | $399.0K | 0.26% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,922 | $400.0K | 0.42% | +70+3.8% | Added |
| Sivia Capital Partners, LLC | 1,814 | $400.6K | 0.19% | +133+7.9% | Added |
| Norris Perne & French LLP | 1,818 | $401.5K | 0.03% | 00.0% | Unchanged |
| Plan A Wealth LLC | 1,823 | $402.6K | 0.31% | +1,823 | New |
| RMR Wealth Builders | 1,829 | $403.9K | 0.04% | +30+1.7% | Added |
| Lodestar Private Asset Management LLC | 1,830 | $404.1K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,831 | $404.3K | 0.06% | +393+27.3% | Added |
| NTV Asset Management LLC | 1,839 | $406.1K | 0.05% | +611+49.8% | Added |
| Tritonpoint Wealth, LLC | 1,847 | $407.9K | 0.04% | +131+7.6% | Added |
| Monterey Private Wealth, Inc. | 1,850 | $408.5K | 0.12% | +2+0.1% | Added |
| Plancorp, LLC | 1,851 | $408.8K | 0.02% | +1,851 | New |
| Canandaigua National Bank & Trust Co | 1,852 | $409.0K | 0.04% | −50−2.6% | Reduced |
| Accredited Investors Inc. | 1,863 | $411.4K | 0.03% | +104+5.9% | Added |
| Trust Point Inc. | 1,867 | $412.3K | 0.04% | −697−27.2% | Reduced |
| Dearborn Partners LLC | 1,879 | $414.9K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,881 | $415.4K | 0.07% | +1,881 | New |
| Fort Washington Investment Advisors Inc | 1,884 | $416.0K | 0.00% | −50−2.6% | Reduced |
| Heartland Bank & Trust Co | 1,889 | $417.1K | 0.21% | +1,889 | New |
| Strategic Blueprint, LLC | 1,894 | $418.3K | 0.02% | −146−7.2% | Reduced |
| Highlander Partners, L.P. | 1,900 | $419.6K | 0.26% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,907 | $421.1K | 0.02% | −674−26.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,909 | $421.6K | 0.03% | −66−3.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,911 | $422.0K | 0.10% | −457−19.3% | Reduced |
| Nixon Peabody Trust Co | 1,916 | $423.1K | 0.04% | −92−4.6% | Reduced |
| West Family Investments, Inc. | 1,924 | $424.9K | 0.16% | −237−11.0% | Reduced |
| Valmark Advisers, Inc. | 1,929 | $426.0K | 0.01% | −207−9.7% | Reduced |
| AXS Investments LLC | 1,940 | $428.4K | 0.12% | +80+4.3% | Added |
| Palogic Value Management, L.P. | 1,948 | $430.2K | 0.19% | +91+4.9% | Added |
| Wealth Management Associates, Inc. | 1,950 | $430.6K | 0.18% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,955 | $431.7K | 0.04% | −121−5.8% | Reduced |
| Bigelow Investment Advisors, LLC | 1,961 | $433.0K | 0.21% | +22+1.1% | Added |
| LSV Asset Management | 1,964 | $434.0K | 0.00% | −6,268−76.1% | Reduced |
| Excalibur Management Corp | 1,969 | $434.8K | 0.17% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,972 | $435.5K | 0.38% | +35+1.8% | Added |
| Claro Advisors LLC | 1,977 | $436.6K | 0.06% | −5−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 1,952 | $441.4K | 0.02% | −80−3.9% | Reduced |
| Castleark Management LLC | 2,000 | $441.7K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $441.7K | 0.08% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $441.7K | 1.00% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $441.7K | 0.31% | +2,000 | New |
| Daymark Wealth Partners, LLC | 2,007 | $443.2K | 0.02% | +426+26.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,018 | $444.0K | 0.20% | +100+5.2% | Added |
| Power Wealth Management LLC | 2,014 | $444.8K | 0.18% | −128−6.0% | Reduced |
| Archer Investment Corp | 2,015 | $445.0K | 0.12% | +12+0.6% | Added |
| Waldron Private Wealth LLC | 2,022 | $446.5K | 0.02% | −2,923−59.1% | Reduced |
| Cypress Capital Group | 2,023 | $446.7K | 0.06% | −178−8.1% | Reduced |
| Independence Bank of Kentucky | 2,041 | $450.7K | 0.07% | −165−7.5% | Reduced |
| Mather Group, LLC. | 2,052 | $453.1K | 0.01% | +218+11.9% | Added |
| Quent Capital, LLC | 2,070 | $457.1K | 0.05% | +98+5.0% | Added |
| Ci Investments Inc. | 2,075 | $458.0K | 0.00% | −307−12.9% | Reduced |
| Callan Capital, LLC | 2,074 | $458.0K | 0.03% | +345+20.0% | Added |
| Vantage Financial Partners, LLC | 2,085 | $460.4K | 0.11% | −88−4.0% | Reduced |
| Calamos Wealth Management LLC | 2,085 | $460.4K | 0.02% | −45−2.1% | Reduced |
| Gryphon Financial Partners LLC | 2,088 | $461.1K | 0.07% | −96−4.4% | Reduced |
| Peterson Wealth Services | 2,089 | $461.3K | 0.14% | −69−3.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,091 | $461.8K | 0.05% | −455−17.9% | Reduced |
| Enterprise Financial Services Corp | 2,099 | $463.5K | 0.27% | −45−2.1% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $463.7K | 0.14% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,117 | $467.5K | 0.02% | +1,464+224.2% | Added |