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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 7,870 | $1.74M | 0.45% | −3,650−31.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,835 | $1.73M | 0.02% | −230−2.9% | Reduced |
| Centurion Wealth Management LLC | 8,365 | $1.72M | 0.54% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,774 | $1.72M | 0.05% | −171−2.2% | Reduced |
| Lederer & Associates Investment Counsel | 7,769 | $1.72M | 1.26% | +737+10.5% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,762 | $1.71M | 0.73% | +10+0.1% | Added |
| Intelligence Driven Advisers, LLC | 7,736 | $1.71M | 0.33% | −37−0.5% | Reduced |
| First Nebraska Trust Co | 7,735 | $1.71M | 0.17% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,687 | $1.70M | 0.23% | −1,164−13.2% | Reduced |
| Wesbanco Bank Inc | 7,680 | $1.70M | 0.06% | +456+6.3% | Added |
| Legato Capital Management LLC | 7,676 | $1.70M | 0.23% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,633 | $1.69M | 0.30% | −10.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,529 | $1.66M | 0.09% | +444+6.3% | Added |
| Radnor Capital Management, LLC | 7,524 | $1.66M | 0.28% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 7,513 | $1.66M | 1.06% | +70+0.9% | Added |
| Haverford Trust Co | 7,511 | $1.66M | 0.02% | −45−0.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.64M | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 7,402 | $1.64M | 0.12% | +730+10.9% | Added |
| Allianz SE | 7,383 | $1.63M | 0.04% | −4,561−38.2% | Reduced |
| Eukles Asset Management | 7,346 | $1.62M | 0.71% | +1,098+17.6% | Added |
| Jane Street Group, LLC | 7,337 | $1.62M | 0.00% | −108,147−93.6% | Reduced |
| Lebenthal Global Advisors, LLC | 7,334 | $1.62M | 0.30% | −1,189−14.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,304 | $1.61M | 0.05% | −718−9.0% | Reduced |
| Spinnaker Trust | 7,296 | $1.61M | 0.11% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,225 | $1.60M | 0.42% | −10−0.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,214 | $1.59M | 0.72% | +573+8.6% | Added |
| Legend Financial Advisors, Inc. | 7,208 | $1.59M | 1.17% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,165 | $1.58M | 0.52% | +67+0.9% | Added |
| Level Four Advisory Services, LLC | 7,146 | $1.58M | 0.06% | −2,692−27.4% | Reduced |
| Clear Creek Financial Management, LLC | 7,134 | $1.58M | 0.16% | +7,134 | New |
| Purkiss Capital Advisors LLC | 7,115 | $1.57M | 1.19% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,111 | $1.57M | 0.10% | −662−8.5% | Reduced |
| Smith, Moore & Co. | 7,087 | $1.57M | 0.14% | +150+2.2% | Added |
| Maia Wealth LLC | 7,314 | $1.55M | 0.35% | −78−1.1% | Reduced |
| HBK Sorce Advisory LLC | 7,010 | $1.55M | 0.05% | +193+2.8% | Added |
| Highland Capital Management, LLC | 6,983 | $1.54M | 0.09% | +1,047+17.6% | Added |
| Sheets Smith Investment Management | 6,979 | $1.54M | 1.54% | +9+0.1% | Added |
| Anchor Capital Advisors LLC | 6,969 | $1.54M | 0.05% | −38−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,950 | $1.53M | 0.22% | +6,950 | New |
| Hel Ved Capital Management Ltd | 6,950 | $1.53M | 0.77% | −4,800−40.9% | Reduced |
| Ritholtz Wealth Management | 6,927 | $1.53M | 0.05% | +1,821+35.7% | Added |
| Bartlett & Co. Wealth Management LLC | 6,923 | $1.53M | 0.02% | +168+2.5% | Added |
| Prelude Capital Management, LLC | 6,920 | $1.53M | 0.15% | −5,182−42.8% | Reduced |
| Trust Co of Vermont | 6,912 | $1.53M | 0.08% | +73+1.1% | Added |
| Legacy Trust | 6,896 | $1.52M | 0.37% | −55−0.8% | Reduced |
| SkyView Investment Advisors, LLC | 6,868 | $1.52M | 0.23% | +494+7.8% | Added |
| Engineers Gate Manager LP | 6,869 | $1.52M | 0.03% | −2,163−23.9% | Reduced |
| Parallel Advisors, LLC | 6,864 | $1.52M | 0.03% | +735+12.0% | Added |
| AlTi Global, Inc. | 6,859 | $1.51M | 0.04% | −68−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,816 | $1.51M | 0.05% | −19−0.3% | Reduced |
| BankPlus Trust Department | 6,803 | $1.50M | 0.50% | −269−3.8% | Reduced |
| Cheviot Value Management, LLC | 8,060 | $1.50M | 0.18% | −37,644−82.4% | Reduced |
| Burling Wealth Partners, LLC | 6,753 | $1.49M | 0.31% | −347−4.9% | Reduced |
| Delphi Management Inc | 6,754 | $1.49M | 1.52% | −635−8.6% | Reduced |
| Ridgepath Capital Management LLC | 6,748 | $1.49M | 0.72% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,745 | $1.49M | 0.04% | +2,203+48.5% | Added |
| Atomi Financial Group, Inc. | 6,717 | $1.48M | 0.07% | +1,371+25.6% | Added |
| Pacific Point Advisors, LLC | 6,717 | $1.48M | 0.83% | +535+8.7% | Added |
| Dogwood Wealth Management LLC | 6,715 | $1.48M | 0.78% | −112−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $1.47M | 0.20% | +1,219+22.3% | Added |
| Lionsbridge Wealth Management LLC | 6,673 | $1.47M | 1.31% | −1,520−18.6% | Reduced |
| Meritage Portfolio Management | 6,650 | $1.47M | 0.10% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,586 | $1.45M | 0.00% | −823−11.1% | Reduced |
| Trust Asset Management LLC | 6,571 | $1.45M | 0.12% | −768−10.5% | Reduced |
| Yarbrough Capital, LLC | 6,499 | $1.44M | 0.06% | −3,257−33.4% | Reduced |
| Wedmont Private Capital | 6,889 | $1.43M | 0.07% | +306+4.6% | Added |
| Hengehold Capital Management LLC | 6,476 | $1.43M | 0.14% | +1,820+39.1% | Added |
| Voya Financial Advisors, Inc. | 6,609 | $1.43M | 0.16% | −124−1.8% | Reduced |
| IPG Investment Advisors LLC | 6,451 | $1.42M | 0.32% | +6,451 | New |
| Axq Capital, LP | 6,435 | $1.42M | 0.57% | +6,435 | New |
| Dean Investment Associates, LLC | 6,430 | $1.42M | 0.21% | −421−6.1% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $1.41M | 0.91% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,398 | $1.41M | 0.10% | +68+1.1% | Added |
| David Loasby | 6,882 | $1.41M | 0.14% | −18−0.3% | Reduced |
| NorthRock Partners, LLC | 6,369 | $1.41M | 0.05% | +82+1.3% | Added |
| Boston Trust Walden Corp | 6,338 | $1.40M | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,320 | $1.40M | 0.04% | +3,370+114.2% | Added |
| SlateStone Wealth, LLC | 6,308 | $1.39M | 0.14% | +2,000+46.4% | Added |
| Syon Capital LLC | 6,302 | $1.39M | 0.11% | +1,223+24.1% | Added |
| RIA Advisory Group LLC | 6,226 | $1.37M | 0.45% | −1,122−15.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,218 | $1.37M | 0.18% | −48−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 6,218 | $1.37M | 0.03% | −26−0.4% | Reduced |
| Williamson Legacy Group, LLC | 6,208 | $1.37M | 1.30% | +188+3.1% | Added |
| Washington Trust Co | 6,193 | $1.37M | 0.05% | −273−4.2% | Reduced |
| Allworth Financial LP | 7,717 | $1.37M | 0.01% | +541+7.5% | Added |
| Gould Capital, LLC | 6,174 | $1.36M | 0.95% | −1,214−16.4% | Reduced |
| Stonebrook Private Inc. | 6,088 | $1.34M | 0.35% | −30.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,084 | $1.34M | 0.03% | +3,349+122.4% | Added |
| Arcataur Capital Management LLC | 6,042 | $1.33M | 0.45% | −406−6.3% | Reduced |
| Chicago Trust Co NA | 6,026 | $1.33M | 0.24% | −49−0.8% | Reduced |
| Settian Capital LP | 6,000 | $1.32M | 1.03% | −1,000−14.3% | Reduced |
| Okabena Investment Services Inc | 6,000 | $1.32M | 0.33% | +4,000+200.0% | Added |
| Perkins Coie Trust Co | 5,997 | $1.32M | 0.30% | +7+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,993 | $1.32M | 0.06% | +801+15.4% | Added |
| Redwood Investment Management, LLC | 5,978 | $1.32M | 0.14% | +5,978 | New |
| Prentiss Smith & Co Inc | 5,960 | $1.32M | 0.85% | −16−0.3% | Reduced |
| Veracity Capital LLC | 5,956 | $1.32M | 0.52% | −2,418−28.9% | Reduced |
| Tectonic Advisors LLC | 5,928 | $1.31M | 0.08% | −301−4.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,849 | $1.29M | 0.44% | +2,990+104.6% | Added |
| LGT Group Foundation | 5,836 | $1.29M | 0.02% | +2,257+63.1% | Added |