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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 2,408 | $531.8K | 0.11% | +217+9.9% | Added |
| Meyer Handelman Co | 2,400 | $530.0K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $530.0K | 0.25% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,388 | $527.3K | 0.04% | −70−2.8% | Reduced |
| Fairfield, Bush & Co. | 2,385 | $526.7K | 0.33% | +935+64.5% | Added |
| IHT Wealth Management, LLC | 2,384 | $526.2K | 0.02% | +21+0.9% | Added |
| CSS LLC | 2,380 | $525.6K | 0.04% | −3,180−57.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $524.7K | 0.29% | 00.0% | Unchanged |
| GTS Securities LLC | 2,373 | $524.0K | 0.02% | −2,218−48.3% | Reduced |
| Davis R M Inc | 2,349 | $518.7K | 0.01% | +266+12.8% | Added |
| Childress Capital Advisors, LLC | 2,347 | $518.3K | 0.15% | −40−1.7% | Reduced |
| J. Safra Sarasin Holding AG | 2,338 | $516.3K | 0.01% | +2,338 | New |
| Berry Wealth Group, LP | 2,331 | $514.8K | 0.40% | +127+5.8% | Added |
| Regent Peak Wealth Advisors LLC | 2,329 | $514.3K | 0.12% | −15−0.6% | Reduced |
| 3Chopt Investment Partners, LLC | 2,319 | $512.1K | 0.13% | +2,319 | New |
| Center for Financial Planning, Inc. | 2,315 | $511.2K | 0.07% | +18+0.8% | Added |
| Wambolt & Associates, LLC | 2,302 | $511.1K | 0.17% | −475−17.1% | Reduced |
| Schnieders Capital Management LLC | 2,299 | $507.7K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $506.1K | 0.06% | 00.0% | Unchanged |
| Blalock Williams, LLC | 2,286 | $504.8K | 0.57% | +206+9.9% | Added |
| Jackson Wealth Management, LLC | 2,281 | $504.0K | 0.06% | −276−10.8% | Reduced |
| Global Assets Advisory, LLC | 2,403 | $503.0K | 0.09% | +2,403 | New |
| Breakwater Capital Group | 2,273 | $501.9K | 0.09% | +1,128+98.5% | Added |
| Scientech Research LLC | 2,268 | $500.8K | 0.13% | +109+5.0% | Added |
| M3 Advisory Group, LLC | 2,259 | $498.8K | 0.39% | −124−5.2% | Reduced |
| D.B. Root & Company, LLC | 2,257 | $498.4K | 0.16% | −60−2.6% | Reduced |
| Arrow Financial Corp | 2,250 | $496.9K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,244 | $495.5K | 0.29% | +187+9.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,238 | $494.2K | 0.21% | −5,094−69.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,237 | $494.0K | 0.08% | +237+11.9% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $492.2K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,210 | $488.0K | 0.03% | +99+4.7% | Added |
| Advisory Alpha, LLC | 2,180 | $481.4K | 0.02% | +234+12.0% | Added |
| Teza Capital Management LLC | 2,177 | $480.7K | 0.22% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,170 | $479.2K | 0.17% | −85−3.8% | Reduced |
| Old National Bancorp | 2,163 | $477.7K | 0.01% | +70+3.3% | Added |
| Salem Investment Counselors Inc | 2,153 | $475.4K | 0.02% | −490−18.5% | Reduced |
| Boit C F David | 2,150 | $474.8K | 0.24% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,139 | $472.4K | 0.14% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,647 | $469.9K | 0.20% | +893+50.9% | Added |
| Parallax Volatility Advisers, L.P. | 2,117 | $467.5K | 0.02% | +1,464+224.2% | Added |
| Uncommon Cents Investing LLC | 2,100 | $463.7K | 0.14% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,099 | $463.5K | 0.27% | −45−2.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,091 | $461.8K | 0.05% | −455−17.9% | Reduced |
| Peterson Wealth Services | 2,089 | $461.3K | 0.14% | −69−3.2% | Reduced |
| Gryphon Financial Partners LLC | 2,088 | $461.1K | 0.07% | −96−4.4% | Reduced |
| Vantage Financial Partners, LLC | 2,085 | $460.4K | 0.11% | −88−4.0% | Reduced |
| Calamos Wealth Management LLC | 2,085 | $460.4K | 0.02% | −45−2.1% | Reduced |
| Callan Capital, LLC | 2,074 | $458.0K | 0.03% | +345+20.0% | Added |
| Ci Investments Inc. | 2,075 | $458.0K | 0.00% | −307−12.9% | Reduced |
| Quent Capital, LLC | 2,070 | $457.1K | 0.05% | +98+5.0% | Added |
| Mather Group, LLC. | 2,052 | $453.1K | 0.01% | +218+11.9% | Added |
| Independence Bank of Kentucky | 2,041 | $450.7K | 0.07% | −165−7.5% | Reduced |
| Cypress Capital Group | 2,023 | $446.7K | 0.06% | −178−8.1% | Reduced |
| Waldron Private Wealth LLC | 2,022 | $446.5K | 0.02% | −2,923−59.1% | Reduced |
| Archer Investment Corp | 2,015 | $445.0K | 0.12% | +12+0.6% | Added |
| Power Wealth Management LLC | 2,014 | $444.8K | 0.18% | −128−6.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,018 | $444.0K | 0.20% | +100+5.2% | Added |
| Daymark Wealth Partners, LLC | 2,007 | $443.2K | 0.02% | +426+26.9% | Added |
| Castleark Management LLC | 2,000 | $441.7K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $441.7K | 0.08% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $441.7K | 1.00% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $441.7K | 0.31% | +2,000 | New |
| Capital Asset Advisory Services LLC | 1,952 | $441.4K | 0.02% | −80−3.9% | Reduced |
| Claro Advisors LLC | 1,977 | $436.6K | 0.06% | −5−0.3% | Reduced |
| Hickory Point Bank & Trust | 1,972 | $435.5K | 0.38% | +35+1.8% | Added |
| Excalibur Management Corp | 1,969 | $434.8K | 0.17% | 00.0% | Unchanged |
| LSV Asset Management | 1,964 | $434.0K | 0.00% | −6,268−76.1% | Reduced |
| Bigelow Investment Advisors, LLC | 1,961 | $433.0K | 0.21% | +22+1.1% | Added |
| Y.D. More Investments Ltd | 1,955 | $431.7K | 0.04% | −121−5.8% | Reduced |
| Wealth Management Associates, Inc. | 1,950 | $430.6K | 0.18% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,948 | $430.2K | 0.19% | +91+4.9% | Added |
| AXS Investments LLC | 1,940 | $428.4K | 0.12% | +80+4.3% | Added |
| Valmark Advisers, Inc. | 1,929 | $426.0K | 0.01% | −207−9.7% | Reduced |
| West Family Investments, Inc. | 1,924 | $424.9K | 0.16% | −237−11.0% | Reduced |
| Nixon Peabody Trust Co | 1,916 | $423.1K | 0.04% | −92−4.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,911 | $422.0K | 0.10% | −457−19.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,909 | $421.6K | 0.03% | −66−3.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,907 | $421.1K | 0.02% | −674−26.1% | Reduced |
| Highlander Partners, L.P. | 1,900 | $419.6K | 0.26% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,894 | $418.3K | 0.02% | −146−7.2% | Reduced |
| Heartland Bank & Trust Co | 1,889 | $417.1K | 0.21% | +1,889 | New |
| Fort Washington Investment Advisors Inc | 1,884 | $416.0K | 0.00% | −50−2.6% | Reduced |
| Versor Investments LP | 1,881 | $415.4K | 0.07% | +1,881 | New |
| Dearborn Partners LLC | 1,879 | $414.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 1,867 | $412.3K | 0.04% | −697−27.2% | Reduced |
| Accredited Investors Inc. | 1,863 | $411.4K | 0.03% | +104+5.9% | Added |
| Canandaigua National Bank & Trust Co | 1,852 | $409.0K | 0.04% | −50−2.6% | Reduced |
| Plancorp, LLC | 1,851 | $408.8K | 0.02% | +1,851 | New |
| Monterey Private Wealth, Inc. | 1,850 | $408.5K | 0.12% | +2+0.1% | Added |
| Tritonpoint Wealth, LLC | 1,847 | $407.9K | 0.04% | +131+7.6% | Added |
| NTV Asset Management LLC | 1,839 | $406.1K | 0.05% | +611+49.8% | Added |
| Crewe Advisors LLC | 1,831 | $404.3K | 0.06% | +393+27.3% | Added |
| Lodestar Private Asset Management LLC | 1,830 | $404.1K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,829 | $403.9K | 0.04% | +30+1.7% | Added |
| Plan A Wealth LLC | 1,823 | $402.6K | 0.31% | +1,823 | New |
| Norris Perne & French LLP | 1,818 | $401.5K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,814 | $400.6K | 0.19% | +133+7.9% | Added |
| Phillips Wealth Planners LLC | 1,922 | $400.0K | 0.42% | +70+3.8% | Added |
| Cromwell Holdings LLC | 1,807 | $399.0K | 0.26% | 00.0% | Unchanged |