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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 4,369 | $964.8K | 0.22% | −13,517−75.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,341 | $958.6K | 0.05% | +513+13.4% | Added |
| SCS Capital Management LLC | 4,340 | $958.4K | 0.01% | +4,340 | New |
| 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 |
| Clear Harbor Asset Management, LLC | 4,313 | $952.4K | 0.08% | +1,215+39.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,300 | $952.0K | 0.09% | −1,413−24.7% | Reduced |
| Renasant Bank | 4,305 | $950.7K | 0.63% | −359−7.7% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $945.2K | 0.20% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,706 | $944.5K | 0.02% | +785+20.0% | Added |
| Caldwell Trust Co | 4,270 | $942.9K | 0.10% | +62+1.5% | Added |
| LMR Partners LLP | 4,265 | $941.8K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 4,243 | $937.0K | 0.13% | +4,243 | New |
| Prasad Wealth Partners, LLC | 4,229 | $933.9K | 0.30% | −108−2.5% | Reduced |
| HMV Wealth Advisors, LLC | 4,228 | $933.7K | 0.74% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,224 | $932.8K | 0.04% | −84−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,220 | $931.9K | 0.08% | +9+0.2% | Added |
| Insigneo Advisory Services, LLC | 4,188 | $924.8K | 0.10% | +772+22.6% | Added |
| Crux Wealth Advisors | 4,178 | $922.6K | 0.48% | −886−17.5% | Reduced |
| Avestar Capital, LLC | 4,170 | $920.9K | 0.09% | −335−7.4% | Reduced |
| Chesapeake Wealth Management | 4,168 | $920.4K | 0.33% | −496−10.6% | Reduced |
| Net Worth Advisory Group | 4,155 | $917.5K | 0.29% | −12−0.3% | Reduced |
| Clarendon Private LLC | 4,144 | $915.1K | 0.97% | +774+23.0% | Added |
| Aurora Investment Counsel | 4,134 | $912.9K | 0.51% | −96−2.3% | Reduced |
| Parkside Financial Bank & Trust | 4,172 | $912.2K | 0.12% | +63+1.5% | Added |
| AE Wealth Management LLC | 4,116 | $909.0K | 0.01% | −2,313−36.0% | Reduced |
| Cookson Peirce & Co Inc | 4,109 | $907.4K | 0.05% | +736+21.8% | Added |
| Aspire Private Capital, LLC | 4,101 | $905.6K | 0.23% | +196+5.0% | Added |
| Confluence Wealth Services, Inc. | 4,151 | $901.2K | 0.06% | +925+28.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,076 | $900.1K | 0.49% | −307−7.0% | Reduced |
| Central Bank & Trust Co | 4,071 | $899.0K | 0.15% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,036 | $891.3K | 0.11% | +17+0.4% | Added |
| Checchi Capital Advisers, LLC | 4,027 | $889.3K | 0.06% | −19−0.5% | Reduced |
| ERn Financial, LLC | 4,015 | $886.6K | 0.14% | −232−5.5% | Reduced |
| RBF Capital, LLC | 4,000 | $883.3K | 0.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,960 | $874.5K | 0.15% | −487−11.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,949 | $872.1K | 0.07% | −177−4.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,940 | $870.1K | 0.16% | +2,420+159.2% | Added |
| Clarius Group, LLC | 3,933 | $868.5K | 0.05% | −57−1.4% | Reduced |
| Dohj, LLC | 3,929 | $867.6K | 0.20% | −194−4.7% | Reduced |
| MONECO Advisors, LLC | 3,926 | $867.0K | 0.09% | +29+0.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $863.7K | 0.14% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,900 | $861.2K | 0.01% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,881 | $857.0K | 0.24% | −8−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,863 | $854.0K | 0.00% | +10.0% | Added |
| Outlook Wealth Advisors, LLC | 3,866 | $853.7K | 0.24% | −44−1.1% | Reduced |
| HF Advisory Group, LLC | 3,862 | $852.8K | 0.37% | −70−1.8% | Reduced |
| Intellectus Partners, LLC | 3,838 | $847.5K | 0.21% | −587−13.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,821 | $843.8K | 0.12% | −8−0.2% | Reduced |
| Citizens National Bank Trust Department | 3,815 | $842.5K | 0.18% | −385−9.2% | Reduced |
| Stableford Capital II LLC | 4,037 | $842.4K | 0.36% | +10.0% | Added |
| Alpha Family Trust | 3,805 | $840.3K | 0.49% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,789 | $836.8K | 0.30% | +303+8.7% | Added |
| Lafayette Investments, Inc. | 3,788 | $836.5K | 0.18% | +189+5.3% | Added |
| Shelton Capital Management | 3,784 | $835.6K | 0.02% | −48,768−92.8% | Reduced |
| Jefferies Financial Group Inc. | 3,752 | $828.6K | 0.01% | +3,752 | New |
| Legacy Wealth Asset Management, LLC | 3,739 | $825.7K | 0.23% | −60−1.6% | Reduced |
| Drucker Wealth 3.0, LLC | 3,710 | $819.2K | 0.18% | −958−20.5% | Reduced |
| GeoWealth Management, LLC | 3,677 | $812.0K | 0.03% | −8−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 3,653 | $806.8K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,645 | $804.9K | 0.15% | −514−12.4% | Reduced |
| Cornerstone Select Advisors, LLC | 3,642 | $804.3K | 0.76% | +128+3.6% | Added |
| Bridgewater Advisors Inc. | 4,331 | $802.5K | 0.07% | +4,331 | New |
| Main Management ETF Advisors, LLC | 3,605 | $796.0K | 0.05% | +3,605 | New |
| Perpetual Ltd | 3,583 | $791.2K | 0.01% | +7+0.2% | Added |
| Miramar Capital, LLC | 3,575 | $789.5K | 0.19% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,560 | $786.2K | 0.94% | +310+9.5% | Added |
| Citadel Investment Advisory, Inc. | 3,550 | $784.0K | 0.38% | −90−2.5% | Reduced |
| May Hill Capital, LLC | 3,527 | $778.9K | 0.29% | +118+3.5% | Added |
| Heritage Wealth Advisors | 3,516 | $776.4K | 0.04% | −3−0.1% | Reduced |
| Balyasny Asset Management LLC | 3,513 | $775.8K | 0.00% | −121,613−97.2% | Reduced |
| BSW Wealth Partners | 3,509 | $774.9K | 0.12% | −228−6.1% | Reduced |
| Impact Capital Partners LLC | 3,504 | $773.8K | 0.28% | −168−4.6% | Reduced |
| Freemont Management S.A. | 3,500 | $772.9K | 0.30% | −400−10.3% | Reduced |
| Perigon Wealth Management, LLC | 3,487 | $770.0K | 0.02% | −79−2.2% | Reduced |
| Howard Capital Management Inc. | 3,483 | $769.2K | 0.02% | −542−13.5% | Reduced |
| Cascade Investment Group, Inc. | 3,454 | $762.7K | 0.59% | +21+0.6% | Added |
| MMBG Investment Advisors Co. | 3,450 | $761.9K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,446 | $761.0K | 0.05% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,432 | $757.9K | 0.14% | −690−16.7% | Reduced |
| Quotient Wealth Partners, LLC | 3,429 | $757.1K | 0.02% | +243+7.6% | Added |
| PDS Planning, Inc | 3,421 | $755.5K | 0.06% | +58+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 3,415 | $754.1K | 0.39% | −5−0.1% | Reduced |
| Essex Financial Services, Inc. | 3,411 | $753.3K | 0.05% | +654+23.7% | Added |
| Western Financial Corp | 3,409 | $752.8K | 0.44% | +255+8.1% | Added |
| Holderness Investments Co | 3,361 | $742.2K | 0.17% | −338−9.1% | Reduced |
| Baader Bank INC | 3,382 | $738.4K | 0.07% | +174+5.4% | Added |
| Michels Family Financial, LLC | 3,340 | $737.6K | 0.67% | −70−2.1% | Reduced |
| Opal Wealth Advisors, LLC | 3,322 | $733.6K | 0.23% | −103−3.0% | Reduced |
| Whittier Trust Co | 3,313 | $731.6K | 0.01% | −1,999−37.6% | Reduced |
| Beacon Financial Advisory LLC | 3,303 | $729.4K | 0.22% | +59+1.8% | Added |
| Brown Capital Management LLC | 3,287 | $725.9K | 0.02% | −2,918−47.0% | Reduced |
| Optas, LLC | 3,282 | $724.8K | 0.13% | +40+1.2% | Added |
| 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 |
| Twin City Private Wealth, LLC | 3,265 | $721.0K | 0.63% | −219−6.3% | Reduced |
| Matisse Capital | 3,248 | $717.3K | 0.38% | 00.0% | Unchanged |
| First Manhattan Co | 3,235 | $714.4K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,227 | $712.6K | 0.06% | −167−4.9% | Reduced |
| Sowell Financial Services LLC | 3,226 | $712.4K | 0.03% | +3,226 | New |