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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 3,209 | $708.6K | 0.01% | −769−19.3% | Reduced |
| Rainier Family Wealth Inc | 3,208 | $708.4K | 0.83% | −142−4.2% | Reduced |
| Paragon Capital Management Ltd | 3,200 | $706.7K | 0.14% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,187 | $703.4K | 0.08% | +2,125+200.1% | Added |
| Aaron Wealth Advisors | 3,185 | $703.3K | 0.08% | +193+6.5% | Added |
| Curated Wealth Partners LLC | 3,182 | $702.7K | 0.09% | +37+1.2% | Added |
| Naples Global Advisors, LLC | 3,179 | $702.0K | 0.07% | −11−0.3% | Reduced |
| Leavell Investment Management, Inc. | 3,177 | $701.6K | 0.03% | +44+1.4% | Added |
| Pointe Capital Management LLC | 3,158 | $697.4K | 0.41% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 3,148 | $695.2K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,124 | $689.9K | 0.04% | +367+13.3% | Added |
| GWN Securities Inc. | 3,113 | $687.4K | 0.04% | +3,113 | New |
| Simmons Bank | 3,111 | $687.0K | 0.05% | +360+13.1% | Added |
| SkyOak Wealth, LLC | 3,097 | $683.9K | 0.15% | −66−2.1% | Reduced |
| Riverbridge Partners LLC | 3,080 | $680.2K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,823 | $678.7K | 0.07% | −59−1.5% | Reduced |
| Wright Investors Service Inc | 3,068 | $677.5K | 0.22% | +255+9.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,052 | $674.0K | 0.02% | +1,684+123.1% | Added |
| ICONIQ Capital, LLC | 3,045 | $672.4K | 0.01% | −2,019−39.9% | Reduced |
| Catalyst Financial Partners LLC | 3,027 | $668.5K | 0.12% | +129+4.5% | Added |
| Atlantic Trust, LLC | 3,024 | $667.8K | 0.15% | −25−0.8% | Reduced |
| 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 |
| Strategy Asset Managers LLC | 2,996 | $661.6K | 0.14% | +2,996 | New |
| Long Run Wealth Advisors, LLC | 2,989 | $660.1K | 0.15% | +63+2.2% | Added |
| OneAscent Financial Services LLC | 2,972 | $658.0K | 0.04% | +1,435+93.4% | 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 |
| Alta Advisers Ltd | 2,973 | $656.5K | 0.28% | +1,100+58.7% | Added |
| Centaurus Financial, Inc. | 2,965 | $655.0K | 0.04% | +377+14.6% | Added |
| Bank of Stockton | 2,945 | $650.3K | 0.21% | −613−17.2% | Reduced |
| NewEdge Wealth, LLC | 2,941 | $649.5K | 0.01% | −94−3.1% | Reduced |
| Legacy Capital Group California, Inc. | 2,934 | $647.9K | 0.23% | −135−4.4% | Reduced |
| Savvy Advisors, Inc. | 2,919 | $644.6K | 0.06% | +1,462+100.3% | Added |
| Zions Bancorporation, National Association | 2,914 | $643.5K | 0.04% | +2,914 | New |
| Flagship Harbor Advisors, LLC | 2,910 | $642.5K | 0.03% | −189−6.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $642.2K | 0.07% | −7−0.2% | Reduced |
| Martingale Asset Management L P | 2,893 | $638.9K | 0.02% | +2,893 | New |
| Schmidt P J Investment Management Inc | 2,863 | $632.2K | 0.12% | 00.0% | Unchanged |
| Investment Management Corp | 2,857 | $631.0K | 0.57% | +560+24.4% | Added |
| CRA Financial Services, LLC | 2,857 | $630.9K | 0.11% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,855 | $630.5K | 0.27% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,848 | $628.9K | 0.01% | +20+0.7% | Added |
| Knights of Columbus Asset Advisors LLC | 2,846 | $628.5K | 0.04% | −41−1.4% | Reduced |
| Vista Investment Management | 2,840 | $627.2K | 0.25% | −150−5.0% | Reduced |
| Red Door Wealth Management, LLC | 2,834 | $625.8K | 0.09% | −106−3.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,833 | $625.6K | 0.05% | +623+28.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,832 | $625.4K | 0.02% | +70+2.5% | Added |
| Little House Capital LLC | 2,820 | $622.7K | 0.17% | +2,820 | New |
| Apeiron RIA LLC | 2,810 | $620.5K | 0.19% | −115−3.9% | Reduced |
| Trueblood Wealth Management, LLC | 2,801 | $618.5K | 0.29% | +219+8.5% | Added |
| Silver Oak Securities, Inc | 2,830 | $611.7K | 0.06% | +182+6.9% | Added |
| Simon Quick Advisors, LLC | 2,762 | $609.9K | 0.03% | +880+46.8% | Added |
| Finward Bancorp | 2,758 | $609.0K | 0.53% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,964 | $608.9K | 0.42% | −228−7.1% | Reduced |
| Wealth Alliance | 2,746 | $606.4K | 0.07% | +758+38.1% | Added |
| Premier Path Wealth Partners, LLC | 2,745 | $606.1K | 0.09% | +259+10.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,734 | $603.7K | 0.06% | +8+0.3% | Added |
| Adviser Investments LLC | 2,731 | $603.1K | 0.01% | −520−16.0% | Reduced |
| Forte Capital LLC | 2,727 | $602.2K | 0.07% | −190−6.5% | Reduced |
| CVA Family Office, LLC | 2,709 | $598.2K | 0.09% | +65+2.5% | Added |
| Somerset Group LLC | 2,689 | $593.8K | 0.54% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,681 | $592.0K | 0.05% | +303+12.7% | Added |
| Sage Mountain Advisors LLC | 2,663 | $588.2K | 0.04% | +281+11.8% | Added |
| Evergreen Wealth Solutions, LLC | 2,663 | $588.1K | 0.40% | −818−23.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,655 | $586.3K | 0.27% | −240−8.3% | Reduced |
| Leuthold Group, LLC | 2,650 | $585.2K | 0.08% | −73−2.7% | Reduced |
| Invesco, LLC | 2,635 | $581.9K | 0.24% | +608+30.0% | Added |
| Tributary Capital Management, LLC | 2,630 | $580.8K | 0.05% | −90−3.3% | Reduced |
| Foster & Motley Inc | 2,625 | $580.0K | 0.04% | −19−0.7% | Reduced |
| Florida Financial Advisors, LLC | 2,623 | $578.6K | 0.23% | +1,430+119.9% | Added |
| Marotta Asset Management | 3,211 | $576.9K | 0.11% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,610 | $576.4K | 0.17% | −1,025−28.2% | Reduced |
| WoodTrust Financial Corp | 2,607 | $576.0K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 2,605 | $575.3K | 0.38% | −4,165−61.5% | Reduced |
| Kane Investment Management, Inc. | 2,593 | $572.6K | 0.28% | +2,593 | New |
| Riverwater Partners LLC | 2,591 | $572.2K | 0.29% | −572−18.1% | Reduced |
| Private Trust Co NA | 2,591 | $572.2K | 0.06% | +348+15.5% | Added |
| Connecticut Wealth Management, LLC | 2,568 | $567.1K | 0.03% | −10.0% | Reduced |
| Signal Advisors Wealth, LLC | 2,567 | $566.8K | 0.06% | −1,439−35.9% | Reduced |
| Financial Counselors Inc | 2,560 | $565.3K | 0.01% | −336−11.6% | Reduced |
| PFG Investments, LLC | 2,557 | $564.7K | 0.04% | −215−7.8% | Reduced |
| Millennium Management LLC | 2,546 | $562.2K | 0.00% | −147,442−98.3% | Reduced |
| Northwest Bancshares, Inc. | 2,541 | $561.1K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,530 | $558.7K | 0.01% | −27,164−91.5% | Reduced |
| Santori & Peters | 2,523 | $557.2K | 0.22% | −517−17.0% | Reduced |
| WBH Advisory Inc | 2,520 | $556.5K | 0.05% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,514 | $555.2K | 0.16% | +402+19.0% | Added |
| Arkadios Wealth Advisors | 2,513 | $554.9K | 0.02% | +169+7.2% | Added |
| Proficio Capital Partners LLC | 2,512 | $554.7K | 0.04% | +151+6.4% | Added |
| International Assets Investment Management, LLC | 2,508 | $553.8K | 0.05% | +31+1.3% | Added |
| KCM Investment Advisors LLC | 2,502 | $552.5K | 0.02% | +244+10.8% | Added |
| First Bank & Trust | 2,492 | $550.3K | 0.11% | +142+6.0% | Added |
| Vista Wealth Management Group, LLC | 2,490 | $549.9K | 0.04% | +55+2.3% | Added |
| Fred Alger Management, LLC | 2,470 | $545.5K | 0.00% | +2,470 | New |
| Truvestments Capital LLC | 2,445 | $539.9K | 0.12% | −2,958−54.7% | Reduced |
| Janney Capital Management LLC | 2,440 | $539.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,437 | $538.2K | 0.02% | +53+2.2% | Added |
| Marcum Wealth, LLC | 2,419 | $534.2K | 0.05% | +6+0.2% | Added |
| CM Wealth Advisors LLC | 2,410 | $532.2K | 0.17% | 00.0% | Unchanged |