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 |
|---|---|---|---|---|---|
| Dohj, LLC | 3,929 | $867.6K | 0.20% | −194−4.7% | Reduced |
| Clarius Group, LLC | 3,933 | $868.5K | 0.05% | −57−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,940 | $870.1K | 0.16% | +2,420+159.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,949 | $872.1K | 0.07% | −177−4.3% | Reduced |
| CFO4Life Group, LLC | 3,960 | $874.5K | 0.15% | −487−11.0% | Reduced |
| RBF Capital, LLC | 4,000 | $883.3K | 0.06% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,015 | $886.6K | 0.14% | −232−5.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,027 | $889.3K | 0.06% | −19−0.5% | Reduced |
| Vista Capital Partners, Inc. | 4,036 | $891.3K | 0.11% | +17+0.4% | Added |
| Central Bank & Trust Co | 4,071 | $899.0K | 0.15% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,076 | $900.1K | 0.49% | −307−7.0% | Reduced |
| Confluence Wealth Services, Inc. | 4,151 | $901.2K | 0.06% | +925+28.7% | Added |
| Aspire Private Capital, LLC | 4,101 | $905.6K | 0.23% | +196+5.0% | Added |
| Cookson Peirce & Co Inc | 4,109 | $907.4K | 0.05% | +736+21.8% | Added |
| AE Wealth Management LLC | 4,116 | $909.0K | 0.01% | −2,313−36.0% | Reduced |
| Parkside Financial Bank & Trust | 4,172 | $912.2K | 0.12% | +63+1.5% | Added |
| Aurora Investment Counsel | 4,134 | $912.9K | 0.51% | −96−2.3% | Reduced |
| Clarendon Private LLC | 4,144 | $915.1K | 0.97% | +774+23.0% | Added |
| Net Worth Advisory Group | 4,155 | $917.5K | 0.29% | −12−0.3% | Reduced |
| Chesapeake Wealth Management | 4,168 | $920.4K | 0.33% | −496−10.6% | Reduced |
| Avestar Capital, LLC | 4,170 | $920.9K | 0.09% | −335−7.4% | Reduced |
| Crux Wealth Advisors | 4,178 | $922.6K | 0.48% | −886−17.5% | Reduced |
| Insigneo Advisory Services, LLC | 4,188 | $924.8K | 0.10% | +772+22.6% | Added |
| Stonebridge Capital Advisors LLC | 4,220 | $931.9K | 0.08% | +9+0.2% | Added |
| St Germain D J Co Inc | 4,224 | $932.8K | 0.04% | −84−1.9% | Reduced |
| HMV Wealth Advisors, LLC | 4,228 | $933.7K | 0.74% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 4,229 | $933.9K | 0.30% | −108−2.5% | Reduced |
| Fieldview Capital Management, LLC | 4,243 | $937.0K | 0.13% | +4,243 | New |
| LMR Partners LLP | 4,265 | $941.8K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,270 | $942.9K | 0.10% | +62+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 4,706 | $944.5K | 0.02% | +785+20.0% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $945.2K | 0.20% | 00.0% | Unchanged |
| Renasant Bank | 4,305 | $950.7K | 0.63% | −359−7.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,300 | $952.0K | 0.09% | −1,413−24.7% | Reduced |
| Clear Harbor Asset Management, LLC | 4,313 | $952.4K | 0.08% | +1,215+39.2% | Added |
| Roberts Glore & Co Inc | 4,319 | $953.8K | 0.29% | −264−5.8% | Reduced |
| Oppenheimer & Co Inc | 4,319 | $953.8K | 0.01% | +249+6.1% | Added |
| SCS Capital Management LLC | 4,340 | $958.4K | 0.01% | +4,340 | New |
| EverSource Wealth Advisors, LLC | 4,341 | $958.6K | 0.05% | +513+13.4% | Added |
| Blume Capital Management, Inc. | 4,369 | $964.8K | 0.22% | −13,517−75.6% | Reduced |
| JSF Financial, LLC | 4,378 | $966.8K | 0.26% | +4,378 | New |
| Moody Lynn & Lieberson, LLC | 4,385 | $968.3K | 0.06% | 00.0% | Unchanged |
| Friedenthal Financial | 4,386 | $968.6K | 0.58% | +4,146+1,727.5% | Added |
| Darwin Advisors, LLC | 4,721 | $969.9K | 0.33% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,401 | $971.9K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,430 | $978.3K | 0.06% | −1,065−19.4% | Reduced |
| Gen-Wealth Partners Inc | 4,437 | $979.7K | 0.41% | +283+6.8% | Added |
| Copperleaf Capital, LLC | 4,444 | $981.4K | 0.59% | −52−1.2% | Reduced |
| Aspire Growth Partners LLC | 5,392 | $982.4K | 0.87% | +195+3.8% | Added |
| BFSG, LLC | 4,458 | $984.4K | 0.12% | −631−12.4% | Reduced |
| Quest Partners LLC | 4,478 | $988.9K | 0.11% | +2,868+178.1% | Added |
| Ellevest, Inc. | 4,488 | $991.1K | 0.07% | −106−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,514 | $996.8K | 0.02% | −743−14.1% | Reduced |
| Raiffeisen Bank International AG | 4,622 | $999.2K | 0.02% | +382+9.0% | Added |
| National Asset Management, Inc. | 4,525 | $999.3K | 0.03% | −4,503−49.9% | Reduced |
| Abacus Wealth Partners, LLC | 4,534 | $1.00M | 0.15% | +3,205+241.2% | Added |
| Spectrum Wealth Counsel, LLC | 4,540 | $1.00M | 0.12% | +4,540 | New |
| CoreCap Advisors, LLC | 4,543 | $1.00M | 0.04% | +2,696+146.0% | Added |
| Ellis Investment Partners, LLC | 4,545 | $1.00M | 0.21% | −66−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 4,560 | $1.01M | 0.02% | −18−0.4% | Reduced |
| Cyrus J. Lawrence, LLC | 4,562 | $1.01M | 3.81% | −80,428−94.6% | Reduced |
| Advisors Capital Management, LLC | 4,562 | $1.01M | 0.02% | −54−1.2% | Reduced |
| Magnolia Capital Advisors LLC | 4,577 | $1.01M | 0.27% | −1,017−18.2% | Reduced |
| Sargent Investment Group, LLC | 4,579 | $1.01M | 0.16% | +1,111+32.0% | Added |
| Mutual Advisors, LLC | 5,706 | $1.01M | 0.03% | −96−1.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,594 | $1.01M | 0.14% | −211−4.4% | Reduced |
| Drake & Associates, LLC | 4,606 | $1.02M | 0.29% | +710+18.2% | Added |
| Crumly & Associates Inc. | 4,613 | $1.02M | 0.28% | +60+1.3% | Added |
| Capstone Investment Advisors, LLC | 4,614 | $1.02M | 0.01% | +4,436+2,492.1% | Added |
| Schechter Investment Advisors, LLC | 4,614 | $1.02M | 0.08% | −884−16.1% | Reduced |
| Optimum Investment Advisors | 4,615 | $1.02M | 0.48% | −175−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,654 | $1.03M | 0.02% | +1,186+34.2% | Added |
| Regal Investment Advisors LLC | 4,693 | $1.04M | 0.08% | +40+0.9% | Added |
| Journey Advisory Group, LLC | 4,694 | $1.04M | 0.08% | +4,694 | New |
| Commerzbank Aktiengesellschaft | 4,694 | $1.04M | 0.02% | +870+22.8% | Added |
| 1st Source Bank | 4,701 | $1.04M | 0.06% | +10.0% | Added |
| Ariel Investments, LLC | 4,706 | $1.04M | 0.01% | +25+0.5% | Added |
| One Wealth Advisors, LLC | 4,708 | $1.04M | 0.16% | +2,277+93.7% | Added |
| IFC Advisors LLC | 4,722 | $1.04M | 0.22% | +107+2.3% | Added |
| Aventura Private Wealth, LLC | 4,722 | $1.04M | 0.55% | +331+7.5% | Added |
| WESPAC Advisors SoCal, LLC | 4,753 | $1.05M | 0.27% | +958+25.2% | Added |
| Principle Wealth Partners LLC | 4,763 | $1.05M | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 4,768 | $1.05M | 0.04% | −682−12.5% | Reduced |
| Meridian Wealth Management, LLC | 4,784 | $1.06M | 0.05% | −67−1.4% | Reduced |
| Cape Investment Advisory, Inc. | 4,789 | $1.06M | 0.42% | −384−7.4% | Reduced |
| Hilton Capital Management, LLC | 4,805 | $1.06M | 0.09% | +4,805 | New |
| Westbourne Investment Advisors, Inc. | 4,815 | $1.06M | 0.38% | 00.0% | Unchanged |
| Fig Financial Advisory Services Inc | 4,824 | $1.07M | 0.75% | −311−6.1% | Reduced |
| USA Financial Portformulas Corp | 4,836 | $1.07M | 0.18% | +927+23.7% | Added |
| Gamco Investors, Inc. Et Al | 4,850 | $1.07M | 0.01% | −400−7.6% | Reduced |
| Beacon Financial Group | 4,867 | $1.07M | 0.12% | −184−3.6% | Reduced |
| Nicolet Bankshares Inc | 4,869 | $1.08M | 0.22% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,890 | $1.08M | 0.37% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $1.08M | 0.04% | −400−7.5% | Reduced |
| Hilltop Holdings Inc. | 4,912 | $1.08M | 0.07% | +66+1.4% | Added |
| GM Advisory Group, Inc. | 4,944 | $1.09M | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,961 | $1.10M | 0.01% | +982+24.7% | Added |
| Sandy Cove Advisors, LLC | 4,968 | $1.10M | 0.44% | +34+0.7% | Added |
| Semmax Financial Advisors Inc. | 5,961 | $1.10M | 0.30% | −468−7.3% | Reduced |
| Sky Investment Group LLC | 4,969 | $1.10M | 0.20% | +861+21.0% | Added |