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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 2,647 | $469.9K | 0.20% | +893+50.9% | Added |
| Fielder Capital Group LLC | 2,139 | $472.4K | 0.14% | 00.0% | Unchanged |
| Boit C F David | 2,150 | $474.8K | 0.24% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,153 | $475.4K | 0.02% | −490−18.5% | Reduced |
| Old National Bancorp | 2,163 | $477.7K | 0.01% | +70+3.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,170 | $479.2K | 0.17% | −85−3.8% | Reduced |
| Teza Capital Management LLC | 2,177 | $480.7K | 0.22% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,180 | $481.4K | 0.02% | +234+12.0% | Added |
| Western Wealth Management, LLC | 2,210 | $488.0K | 0.03% | +99+4.7% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $492.2K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,237 | $494.0K | 0.08% | +237+11.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,238 | $494.2K | 0.21% | −5,094−69.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,244 | $495.5K | 0.29% | +187+9.1% | Added |
| Arrow Financial Corp | 2,250 | $496.9K | 0.06% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,257 | $498.4K | 0.16% | −60−2.6% | Reduced |
| M3 Advisory Group, LLC | 2,259 | $498.8K | 0.39% | −124−5.2% | Reduced |
| Scientech Research LLC | 2,268 | $500.8K | 0.13% | +109+5.0% | Added |
| Breakwater Capital Group | 2,273 | $501.9K | 0.09% | +1,128+98.5% | Added |
| Global Assets Advisory, LLC | 2,403 | $503.0K | 0.09% | +2,403 | New |
| Jackson Wealth Management, LLC | 2,281 | $504.0K | 0.06% | −276−10.8% | Reduced |
| Blalock Williams, LLC | 2,286 | $504.8K | 0.57% | +206+9.9% | Added |
| West Coast Financial LLC | 2,292 | $506.1K | 0.06% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,299 | $507.7K | 0.11% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,302 | $511.1K | 0.17% | −475−17.1% | Reduced |
| Center for Financial Planning, Inc. | 2,315 | $511.2K | 0.07% | +18+0.8% | Added |
| 3Chopt Investment Partners, LLC | 2,319 | $512.1K | 0.13% | +2,319 | New |
| Regent Peak Wealth Advisors LLC | 2,329 | $514.3K | 0.12% | −15−0.6% | Reduced |
| Berry Wealth Group, LP | 2,331 | $514.8K | 0.40% | +127+5.8% | Added |
| J. Safra Sarasin Holding AG | 2,338 | $516.3K | 0.01% | +2,338 | New |
| Childress Capital Advisors, LLC | 2,347 | $518.3K | 0.15% | −40−1.7% | Reduced |
| Davis R M Inc | 2,349 | $518.7K | 0.01% | +266+12.8% | Added |
| GTS Securities LLC | 2,373 | $524.0K | 0.02% | −2,218−48.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $524.7K | 0.29% | 00.0% | Unchanged |
| CSS LLC | 2,380 | $525.6K | 0.04% | −3,180−57.2% | Reduced |
| IHT Wealth Management, LLC | 2,384 | $526.2K | 0.02% | +21+0.9% | Added |
| Fairfield, Bush & Co. | 2,385 | $526.7K | 0.33% | +935+64.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,388 | $527.3K | 0.04% | −70−2.8% | Reduced |
| Meyer Handelman Co | 2,400 | $530.0K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $530.0K | 0.25% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,408 | $531.8K | 0.11% | +217+9.9% | Added |
| CM Wealth Advisors LLC | 2,410 | $532.2K | 0.17% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,419 | $534.2K | 0.05% | +6+0.2% | Added |
| Venture Visionary Partners LLC | 2,437 | $538.2K | 0.02% | +53+2.2% | Added |
| Janney Capital Management LLC | 2,440 | $539.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,445 | $539.9K | 0.12% | −2,958−54.7% | Reduced |
| Fred Alger Management, LLC | 2,470 | $545.5K | 0.00% | +2,470 | New |
| Vista Wealth Management Group, LLC | 2,490 | $549.9K | 0.04% | +55+2.3% | Added |
| First Bank & Trust | 2,492 | $550.3K | 0.11% | +142+6.0% | Added |
| KCM Investment Advisors LLC | 2,502 | $552.5K | 0.02% | +244+10.8% | Added |
| International Assets Investment Management, LLC | 2,508 | $553.8K | 0.05% | +31+1.3% | Added |
| Proficio Capital Partners LLC | 2,512 | $554.7K | 0.04% | +151+6.4% | Added |
| Arkadios Wealth Advisors | 2,513 | $554.9K | 0.02% | +169+7.2% | Added |
| Seeds Investor LLC | 2,514 | $555.2K | 0.16% | +402+19.0% | Added |
| WBH Advisory Inc | 2,520 | $556.5K | 0.05% | 00.0% | Unchanged |
| Santori & Peters | 2,523 | $557.2K | 0.22% | −517−17.0% | Reduced |
| Walleye Capital LLC | 2,530 | $558.7K | 0.01% | −27,164−91.5% | Reduced |
| Northwest Bancshares, Inc. | 2,541 | $561.1K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 2,546 | $562.2K | 0.00% | −147,442−98.3% | Reduced |
| PFG Investments, LLC | 2,557 | $564.7K | 0.04% | −215−7.8% | Reduced |
| Financial Counselors Inc | 2,560 | $565.3K | 0.01% | −336−11.6% | Reduced |
| Signal Advisors Wealth, LLC | 2,567 | $566.8K | 0.06% | −1,439−35.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,568 | $567.1K | 0.03% | −10.0% | Reduced |
| Riverwater Partners LLC | 2,591 | $572.2K | 0.29% | −572−18.1% | Reduced |
| Private Trust Co NA | 2,591 | $572.2K | 0.06% | +348+15.5% | Added |
| Kane Investment Management, Inc. | 2,593 | $572.6K | 0.28% | +2,593 | New |
| Peoples Bank | 2,605 | $575.3K | 0.38% | −4,165−61.5% | Reduced |
| WoodTrust Financial Corp | 2,607 | $576.0K | 0.08% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,610 | $576.4K | 0.17% | −1,025−28.2% | Reduced |
| Marotta Asset Management | 3,211 | $576.9K | 0.11% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,623 | $578.6K | 0.23% | +1,430+119.9% | Added |
| Foster & Motley Inc | 2,625 | $580.0K | 0.04% | −19−0.7% | Reduced |
| Tributary Capital Management, LLC | 2,630 | $580.8K | 0.05% | −90−3.3% | Reduced |
| Invesco, LLC | 2,635 | $581.9K | 0.24% | +608+30.0% | Added |
| Leuthold Group, LLC | 2,650 | $585.2K | 0.08% | −73−2.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,655 | $586.3K | 0.27% | −240−8.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,663 | $588.1K | 0.40% | −818−23.5% | Reduced |
| Sage Mountain Advisors LLC | 2,663 | $588.2K | 0.04% | +281+11.8% | Added |
| Cornerstone Wealth Group, LLC | 2,681 | $592.0K | 0.05% | +303+12.7% | Added |
| Somerset Group LLC | 2,689 | $593.8K | 0.54% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,709 | $598.2K | 0.09% | +65+2.5% | Added |
| Forte Capital LLC | 2,727 | $602.2K | 0.07% | −190−6.5% | Reduced |
| Adviser Investments LLC | 2,731 | $603.1K | 0.01% | −520−16.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,734 | $603.7K | 0.06% | +8+0.3% | Added |
| Premier Path Wealth Partners, LLC | 2,745 | $606.1K | 0.09% | +259+10.4% | Added |
| Wealth Alliance | 2,746 | $606.4K | 0.07% | +758+38.1% | Added |
| Wallace Advisory Group, LLC | 2,964 | $608.9K | 0.42% | −228−7.1% | Reduced |
| Finward Bancorp | 2,758 | $609.0K | 0.53% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,762 | $609.9K | 0.03% | +880+46.8% | Added |
| Silver Oak Securities, Inc | 2,830 | $611.7K | 0.06% | +182+6.9% | Added |
| Trueblood Wealth Management, LLC | 2,801 | $618.5K | 0.29% | +219+8.5% | Added |
| Apeiron RIA LLC | 2,810 | $620.5K | 0.19% | −115−3.9% | Reduced |
| Little House Capital LLC | 2,820 | $622.7K | 0.17% | +2,820 | New |
| Whittier Trust Co of Nevada Inc | 2,832 | $625.4K | 0.02% | +70+2.5% | Added |
| Beaumont Financial Advisors, LLC | 2,833 | $625.6K | 0.05% | +623+28.2% | Added |
| Red Door Wealth Management, LLC | 2,834 | $625.8K | 0.09% | −106−3.6% | Reduced |
| Vista Investment Management | 2,840 | $627.2K | 0.25% | −150−5.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,846 | $628.5K | 0.04% | −41−1.4% | Reduced |
| Buckingham Strategic Partners | 2,848 | $628.9K | 0.01% | +20+0.7% | Added |
| Flagship Wealth Advisors, LLC | 2,855 | $630.5K | 0.27% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,857 | $630.9K | 0.11% | 00.0% | Unchanged |