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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 5,804 | $1.28M | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,715 | $1.26M | 0.24% | −151−2.6% | Reduced |
| Evergreen Capital Management LLC | 5,710 | $1.26M | 0.04% | +117+2.1% | Added |
| Copperwynd Financial, LLC | 5,697 | $1.26M | 0.35% | −70−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 5,690 | $1.26M | 0.03% | +5,690 | New |
| United Community Bank | 5,660 | $1.25M | 0.47% | +231+4.3% | Added |
| Drive Wealth Management, LLC | 5,658 | $1.25M | 0.29% | +5,658 | New |
| Shepherd Financial Partners LLC | 5,652 | $1.25M | 0.15% | −97−1.7% | Reduced |
| Fortem Financial Group, LLC | 5,584 | $1.23M | 0.48% | −780−12.3% | Reduced |
| Eqis Capital Management, Inc. | 5,483 | $1.21M | 0.10% | −1,076−16.4% | Reduced |
| Parsons Capital Management Inc | 5,455 | $1.20M | 0.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,445 | $1.20M | 0.34% | −1,000−15.5% | Reduced |
| Modera Wealth Management, LLC | 5,444 | $1.20M | 0.02% | −399−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,420 | $1.20M | 0.04% | −123−2.2% | Reduced |
| NVWM, LLC | 5,407 | $1.19M | 0.32% | −4−0.1% | Reduced |
| US Asset Management LLC | 5,406 | $1.19M | 1.14% | +1,256+30.3% | Added |
| LVM Capital Management Ltd | 5,400 | $1.19M | 0.13% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 5,366 | $1.19M | 0.27% | +73+1.4% | Added |
| Allred Capital Management, LLC | 5,375 | $1.19M | 0.47% | +454+9.2% | Added |
| StoneX Group Inc. | 5,374 | $1.19M | 0.07% | +4,257+381.1% | Added |
| Beacon Pointe Advisors, LLC | 5,307 | $1.17M | 0.01% | +698+15.1% | Added |
| First Citizens Bank & Trust Co | 5,292 | $1.17M | 0.03% | −132−2.4% | Reduced |
| Forum Financial Management, LP | 5,288 | $1.17M | 0.02% | +16+0.3% | Added |
| Everhart Financial Group, Inc. | 5,284 | $1.17M | 0.16% | +598+12.8% | Added |
| Park Place Capital Corp | 5,263 | $1.16M | 0.32% | −2,296−30.4% | Reduced |
| Portfolio Design Labs, LLC | 5,214 | $1.15M | 0.24% | −11,541−68.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,208 | $1.15M | 0.04% | −854−14.1% | Reduced |
| Unigestion Holding SA | 5,201 | $1.15M | 0.07% | +5,201 | New |
| Certified Advisory Corp | 5,201 | $1.15M | 0.13% | −516−9.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,163 | $1.14M | 0.66% | +93+1.8% | Added |
| Leonteq Securities AG | 5,115 | $1.13M | 0.09% | +261+5.4% | Added |
| Capital Investment Advisors, LLC | 5,109 | $1.13M | 0.02% | +203+4.1% | Added |
| Picton Mahoney Asset Management | 5,069 | $1.12M | 0.04% | +5,063+84,383.3% | Added |
| Forbes J M & Co LLP | 5,066 | $1.12M | 0.11% | −255−4.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,066 | $1.12M | 0.02% | +2,138+73.0% | Added |
| Harvest Fund Management Co., Ltd | 5,062 | $1.12M | 0.06% | +787+18.4% | Added |
| Townsend Asset Management Corp | 5,004 | $1.11M | 0.43% | −189−3.6% | Reduced |
| Atlas Capital Advisors LLC | 5,001 | $1.10M | 0.14% | −277−5.2% | Reduced |
| SummitTX Capital, L.P. | 4,992 | $1.10M | 0.05% | +4,992 | New |
| Baker Avenue Asset Management, LP | 4,990 | $1.10M | 0.03% | +195+4.1% | Added |
| Sky Investment Group LLC | 4,969 | $1.10M | 0.20% | +861+21.0% | Added |
| Semmax Financial Advisors Inc. | 5,961 | $1.10M | 0.30% | −468−7.3% | Reduced |
| Sandy Cove Advisors, LLC | 4,968 | $1.10M | 0.44% | +34+0.7% | Added |
| Ronald Blue Trust, Inc. | 4,961 | $1.10M | 0.01% | +982+24.7% | Added |
| GM Advisory Group, Inc. | 4,944 | $1.09M | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,912 | $1.08M | 0.07% | +66+1.4% | Added |
| 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 |
| Neumann Capital Management, LLC | 4,890 | $1.08M | 0.37% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,869 | $1.08M | 0.22% | 00.0% | Unchanged |
| Beacon Financial Group | 4,867 | $1.07M | 0.12% | −184−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 4,850 | $1.07M | 0.01% | −400−7.6% | Reduced |
| USA Financial Portformulas Corp | 4,836 | $1.07M | 0.18% | +927+23.7% | Added |
| Fig Financial Advisory Services Inc | 4,824 | $1.07M | 0.75% | −311−6.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,815 | $1.06M | 0.38% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 4,805 | $1.06M | 0.09% | +4,805 | New |
| Cape Investment Advisory, Inc. | 4,789 | $1.06M | 0.42% | −384−7.4% | Reduced |
| Meridian Wealth Management, LLC | 4,784 | $1.06M | 0.05% | −67−1.4% | Reduced |
| Conning Inc. | 4,768 | $1.05M | 0.04% | −682−12.5% | Reduced |
| Principle Wealth Partners LLC | 4,763 | $1.05M | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 4,753 | $1.05M | 0.27% | +958+25.2% | 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 |
| One Wealth Advisors, LLC | 4,708 | $1.04M | 0.16% | +2,277+93.7% | Added |
| Ariel Investments, LLC | 4,706 | $1.04M | 0.01% | +25+0.5% | Added |
| 1st Source Bank | 4,701 | $1.04M | 0.06% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 4,694 | $1.04M | 0.02% | +870+22.8% | Added |
| Journey Advisory Group, LLC | 4,694 | $1.04M | 0.08% | +4,694 | New |
| Regal Investment Advisors LLC | 4,693 | $1.04M | 0.08% | +40+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 4,654 | $1.03M | 0.02% | +1,186+34.2% | Added |
| Optimum Investment Advisors | 4,615 | $1.02M | 0.48% | −175−3.7% | Reduced |
| Schechter Investment Advisors, LLC | 4,614 | $1.02M | 0.08% | −884−16.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,614 | $1.02M | 0.01% | +4,436+2,492.1% | Added |
| Crumly & Associates Inc. | 4,613 | $1.02M | 0.28% | +60+1.3% | Added |
| Drake & Associates, LLC | 4,606 | $1.02M | 0.29% | +710+18.2% | Added |
| GPS Wealth Strategies Group, LLC | 4,594 | $1.01M | 0.14% | −211−4.4% | Reduced |
| Mutual Advisors, LLC | 5,706 | $1.01M | 0.03% | −96−1.7% | Reduced |
| Sargent Investment Group, LLC | 4,579 | $1.01M | 0.16% | +1,111+32.0% | Added |
| Magnolia Capital Advisors LLC | 4,577 | $1.01M | 0.27% | −1,017−18.2% | Reduced |
| Advisors Capital Management, LLC | 4,562 | $1.01M | 0.02% | −54−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 4,562 | $1.01M | 3.81% | −80,428−94.6% | Reduced |
| Foundations Investment Advisors, LLC | 4,560 | $1.01M | 0.02% | −18−0.4% | Reduced |
| Ellis Investment Partners, LLC | 4,545 | $1.00M | 0.21% | −66−1.4% | Reduced |
| CoreCap Advisors, LLC | 4,543 | $1.00M | 0.04% | +2,696+146.0% | Added |
| Spectrum Wealth Counsel, LLC | 4,540 | $1.00M | 0.12% | +4,540 | New |
| Abacus Wealth Partners, LLC | 4,534 | $1.00M | 0.15% | +3,205+241.2% | Added |
| National Asset Management, Inc. | 4,525 | $999.3K | 0.03% | −4,503−49.9% | Reduced |
| Raiffeisen Bank International AG | 4,622 | $999.2K | 0.02% | +382+9.0% | Added |
| Stratos Wealth Partners, LTD. | 4,514 | $996.8K | 0.02% | −743−14.1% | Reduced |
| Ellevest, Inc. | 4,488 | $991.1K | 0.07% | −106−2.3% | Reduced |
| Quest Partners LLC | 4,478 | $988.9K | 0.11% | +2,868+178.1% | Added |
| BFSG, LLC | 4,458 | $984.4K | 0.12% | −631−12.4% | Reduced |
| Aspire Growth Partners LLC | 5,392 | $982.4K | 0.87% | +195+3.8% | Added |
| Copperleaf Capital, LLC | 4,444 | $981.4K | 0.59% | −52−1.2% | Reduced |
| Gen-Wealth Partners Inc | 4,437 | $979.7K | 0.41% | +283+6.8% | Added |
| Rehmann Capital Advisory Group | 4,430 | $978.3K | 0.06% | −1,065−19.4% | Reduced |
| Sheets Smith Wealth Management | 4,401 | $971.9K | 0.12% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,721 | $969.9K | 0.33% | 00.0% | Unchanged |
| Friedenthal Financial | 4,386 | $968.6K | 0.58% | +4,146+1,727.5% | Added |
| Moody Lynn & Lieberson, LLC | 4,385 | $968.3K | 0.06% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,378 | $966.8K | 0.26% | +4,378 | New |