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 |
|---|---|---|---|---|---|
| Investment Management Corp | 2,857 | $631.0K | 0.57% | +560+24.4% | Added |
| Schmidt P J Investment Management Inc | 2,863 | $632.2K | 0.12% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,893 | $638.9K | 0.02% | +2,893 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $642.2K | 0.07% | −7−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,910 | $642.5K | 0.03% | −189−6.1% | Reduced |
| Zions Bancorporation, National Association | 2,914 | $643.5K | 0.04% | +2,914 | New |
| Savvy Advisors, Inc. | 2,919 | $644.6K | 0.06% | +1,462+100.3% | Added |
| Legacy Capital Group California, Inc. | 2,934 | $647.9K | 0.23% | −135−4.4% | Reduced |
| NewEdge Wealth, LLC | 2,941 | $649.5K | 0.01% | −94−3.1% | Reduced |
| Bank of Stockton | 2,945 | $650.3K | 0.21% | −613−17.2% | Reduced |
| Centaurus Financial, Inc. | 2,965 | $655.0K | 0.04% | +377+14.6% | Added |
| Alta Advisers Ltd | 2,973 | $656.5K | 0.28% | +1,100+58.7% | Added |
| Epiq Partners, LLC | 2,978 | $657.6K | 0.35% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,978 | $657.6K | 0.05% | +127+4.5% | Added |
| OneAscent Financial Services LLC | 2,972 | $658.0K | 0.04% | +1,435+93.4% | Added |
| Long Run Wealth Advisors, LLC | 2,989 | $660.1K | 0.15% | +63+2.2% | Added |
| Strategy Asset Managers LLC | 2,996 | $661.6K | 0.14% | +2,996 | New |
| Legacy Wealth Management, LLC | 3,000 | $662.5K | 0.22% | −800−21.1% | Reduced |
| Promethium Advisors,llc | 3,000 | $662.5K | 0.42% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,024 | $667.8K | 0.15% | −25−0.8% | Reduced |
| Catalyst Financial Partners LLC | 3,027 | $668.5K | 0.12% | +129+4.5% | Added |
| ICONIQ Capital, LLC | 3,045 | $672.4K | 0.01% | −2,019−39.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,052 | $674.0K | 0.02% | +1,684+123.1% | Added |
| Wright Investors Service Inc | 3,068 | $677.5K | 0.22% | +255+9.1% | Added |
| Fidelis Capital Partners, LLC | 3,823 | $678.7K | 0.07% | −59−1.5% | Reduced |
| Riverbridge Partners LLC | 3,080 | $680.2K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,097 | $683.9K | 0.15% | −66−2.1% | Reduced |
| Simmons Bank | 3,111 | $687.0K | 0.05% | +360+13.1% | Added |
| GWN Securities Inc. | 3,113 | $687.4K | 0.04% | +3,113 | New |
| Belpointe Asset Management LLC | 3,124 | $689.9K | 0.04% | +367+13.3% | Added |
| Talon Private Wealth, LLC | 3,148 | $695.2K | 0.09% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,158 | $697.4K | 0.41% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,177 | $701.6K | 0.03% | +44+1.4% | Added |
| Naples Global Advisors, LLC | 3,179 | $702.0K | 0.07% | −11−0.3% | Reduced |
| Curated Wealth Partners LLC | 3,182 | $702.7K | 0.09% | +37+1.2% | Added |
| Aaron Wealth Advisors | 3,185 | $703.3K | 0.08% | +193+6.5% | Added |
| Virtue Capital Management, LLC | 3,187 | $703.4K | 0.08% | +2,125+200.1% | Added |
| Paragon Capital Management Ltd | 3,200 | $706.7K | 0.14% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 3,208 | $708.4K | 0.83% | −142−4.2% | Reduced |
| Ontario Teachers Pension Plan Board | 3,209 | $708.6K | 0.01% | −769−19.3% | Reduced |
| Sowell Financial Services LLC | 3,226 | $712.4K | 0.03% | +3,226 | New |
| Angeles Wealth Management, LLC | 3,227 | $712.6K | 0.06% | −167−4.9% | Reduced |
| First Manhattan Co | 3,235 | $714.4K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 3,248 | $717.3K | 0.38% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 3,265 | $721.0K | 0.63% | −219−6.3% | Reduced |
| LVZ Advisors, Inc. | 3,280 | $724.3K | 0.10% | 00.0% | Unchanged |
| R Squared Ltd | 3,280 | $724.3K | 0.77% | +2,570+362.0% | Added |
| Optas, LLC | 3,282 | $724.8K | 0.13% | +40+1.2% | Added |
| Brown Capital Management LLC | 3,287 | $725.9K | 0.02% | −2,918−47.0% | Reduced |
| Beacon Financial Advisory LLC | 3,303 | $729.4K | 0.22% | +59+1.8% | Added |
| Whittier Trust Co | 3,313 | $731.6K | 0.01% | −1,999−37.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,322 | $733.6K | 0.23% | −103−3.0% | Reduced |
| Michels Family Financial, LLC | 3,340 | $737.6K | 0.67% | −70−2.1% | Reduced |
| Baader Bank INC | 3,382 | $738.4K | 0.07% | +174+5.4% | Added |
| Holderness Investments Co | 3,361 | $742.2K | 0.17% | −338−9.1% | Reduced |
| Western Financial Corp | 3,409 | $752.8K | 0.44% | +255+8.1% | Added |
| Essex Financial Services, Inc. | 3,411 | $753.3K | 0.05% | +654+23.7% | Added |
| Retirement Planning Co of New England, Inc. | 3,415 | $754.1K | 0.39% | −5−0.1% | Reduced |
| PDS Planning, Inc | 3,421 | $755.5K | 0.06% | +58+1.7% | Added |
| Quotient Wealth Partners, LLC | 3,429 | $757.1K | 0.02% | +243+7.6% | Added |
| KFG Wealth Management, LLC | 3,432 | $757.9K | 0.14% | −690−16.7% | Reduced |
| Grandfield & Dodd, LLC | 3,446 | $761.0K | 0.05% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $761.9K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,454 | $762.7K | 0.59% | +21+0.6% | Added |
| Howard Capital Management Inc. | 3,483 | $769.2K | 0.02% | −542−13.5% | Reduced |
| Perigon Wealth Management, LLC | 3,487 | $770.0K | 0.02% | −79−2.2% | Reduced |
| Freemont Management S.A. | 3,500 | $772.9K | 0.30% | −400−10.3% | Reduced |
| Impact Capital Partners LLC | 3,504 | $773.8K | 0.28% | −168−4.6% | Reduced |
| BSW Wealth Partners | 3,509 | $774.9K | 0.12% | −228−6.1% | Reduced |
| Balyasny Asset Management LLC | 3,513 | $775.8K | 0.00% | −121,613−97.2% | Reduced |
| Heritage Wealth Advisors | 3,516 | $776.4K | 0.04% | −3−0.1% | Reduced |
| May Hill Capital, LLC | 3,527 | $778.9K | 0.29% | +118+3.5% | Added |
| Citadel Investment Advisory, Inc. | 3,550 | $784.0K | 0.38% | −90−2.5% | Reduced |
| Chung Wu Investment Group, LLC | 3,560 | $786.2K | 0.94% | +310+9.5% | Added |
| Miramar Capital, LLC | 3,575 | $789.5K | 0.19% | 00.0% | Unchanged |
| Perpetual Ltd | 3,583 | $791.2K | 0.01% | +7+0.2% | Added |
| Main Management ETF Advisors, LLC | 3,605 | $796.0K | 0.05% | +3,605 | New |
| Bridgewater Advisors Inc. | 4,331 | $802.5K | 0.07% | +4,331 | New |
| Cornerstone Select Advisors, LLC | 3,642 | $804.3K | 0.76% | +128+3.6% | Added |
| Principal Street Partners, LLC | 3,645 | $804.9K | 0.15% | −514−12.4% | Reduced |
| KMG Fiduciary Partners, LLC | 3,653 | $806.8K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,677 | $812.0K | 0.03% | −8−0.2% | Reduced |
| Drucker Wealth 3.0, LLC | 3,710 | $819.2K | 0.18% | −958−20.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,739 | $825.7K | 0.23% | −60−1.6% | Reduced |
| Jefferies Financial Group Inc. | 3,752 | $828.6K | 0.01% | +3,752 | New |
| Shelton Capital Management | 3,784 | $835.6K | 0.02% | −48,768−92.8% | Reduced |
| Lafayette Investments, Inc. | 3,788 | $836.5K | 0.18% | +189+5.3% | Added |
| SMART Wealth LLC | 3,789 | $836.8K | 0.30% | +303+8.7% | Added |
| Alpha Family Trust | 3,805 | $840.3K | 0.49% | 00.0% | Unchanged |
| Stableford Capital II LLC | 4,037 | $842.4K | 0.36% | +10.0% | Added |
| Citizens National Bank Trust Department | 3,815 | $842.5K | 0.18% | −385−9.2% | Reduced |
| Quadcap Wealth Management, LLC | 3,821 | $843.8K | 0.12% | −8−0.2% | Reduced |
| Intellectus Partners, LLC | 3,838 | $847.5K | 0.21% | −587−13.3% | Reduced |
| HF Advisory Group, LLC | 3,862 | $852.8K | 0.37% | −70−1.8% | Reduced |
| Outlook Wealth Advisors, LLC | 3,866 | $853.7K | 0.24% | −44−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,863 | $854.0K | 0.00% | +10.0% | Added |
| Madrona Financial Services, LLC | 3,881 | $857.0K | 0.24% | −8−0.2% | Reduced |
| Alberta Investment Management Corp | 3,900 | $861.2K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $863.7K | 0.14% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,926 | $867.0K | 0.09% | +29+0.7% | Added |