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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 1,788 | $395.0K | 0.03% | −93−4.9% | Reduced |
| Cascade Financial Partners, LLC | 1,780 | $393.1K | 0.05% | −178−9.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,776 | $392.2K | 0.01% | +214+13.7% | Added |
| AlphaCore Capital LLC | 1,775 | $391.9K | 0.03% | +360+25.4% | Added |
| Quantum Financial Planning Services, Inc. | 1,765 | $389.8K | 0.21% | +161+10.0% | Added |
| Old Port Advisors | 1,763 | $389.3K | 0.12% | −75−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,756 | $387.8K | 0.03% | −1,249−41.6% | Reduced |
| Oxford Financial Group Ltd | 1,755 | $387.6K | 0.03% | +50+2.9% | Added |
| Permanent Capital Management, LP | 1,753 | $387.1K | 0.11% | −415−19.1% | Reduced |
| Trust Co of Toledo NA | 1,752 | $386.9K | 0.05% | −150−7.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,745 | $385.3K | 0.04% | −37−2.1% | Reduced |
| Tranquilli Financial Advisor LLC | 1,743 | $384.9K | 0.24% | +74+4.4% | Added |
| Goldstein Advisors, LLC | 1,742 | $384.7K | 0.06% | +20+1.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,741 | $384.5K | 0.03% | −11−0.6% | Reduced |
| Genesis Private Wealth, LLC | 1,741 | $384.5K | 0.20% | +1,741 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $384.0K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Services | 1,737 | $383.6K | 0.15% | −180−9.4% | Reduced |
| Kaizen Financial Strategies | 1,735 | $383.1K | 0.22% | −241−12.2% | Reduced |
| Portside Wealth Group, LLC | 1,735 | $383.1K | 0.06% | +124+7.7% | Added |
| H&H Retirement Design & Management INC | 1,844 | $382.6K | 0.25% | −2−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,731 | $382.3K | 0.11% | −1,218−41.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,731 | $382.3K | 0.01% | −21−1.2% | Reduced |
| Security National Bank of Sioux City Iowa | 1,720 | $379.8K | 0.28% | −10−0.6% | Reduced |
| IVC Wealth Advisors LLC | 1,719 | $379.6K | 0.20% | +4+0.2% | Added |
| Harbour Trust & Investment Management Co | 1,714 | $378.5K | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,704 | $376.3K | 0.01% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,704 | $376.3K | 0.04% | +56+3.4% | Added |
| Colonial Trust Co | 1,701 | $375.7K | 0.06% | −21−1.2% | Reduced |
| Union Savings Bank | 1,700 | $375.4K | 0.18% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,700 | $375.4K | 0.04% | +572+50.7% | Added |
| TRUE Private Wealth Advisors | 1,699 | $375.2K | 0.05% | −12−0.7% | Reduced |
| Jacobsen Capital Management | 1,694 | $374.1K | 0.16% | +45+2.7% | Added |
| Marquette Asset Management, LLC | 1,690 | $373.2K | 0.07% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,686 | $372.3K | 0.04% | −16−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,685 | $372.1K | 0.09% | −50−2.9% | Reduced |
| Front Row Advisors LLC | 1,684 | $371.9K | 0.14% | −7−0.4% | Reduced |
| Optimize Financial Inc | 1,673 | $369.4K | 0.14% | −296−15.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,668 | $368.3K | 0.01% | −96−5.4% | Reduced |
| Alexander Labrunerie & Co., Inc. | 1,668 | $368.3K | 0.16% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,750 | $368.2K | 0.20% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,655 | $365.5K | 0.06% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,976 | $364.7K | 0.04% | −97−4.7% | Reduced |
| River Street Advisors LLC | 1,651 | $364.6K | 0.18% | −50−2.9% | Reduced |
| Goldstone Financial Group, LLC | 1,650 | $364.4K | 0.06% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,650 | $364.4K | 0.00% | +1,650 | New |
| FSB Premier Wealth Management, Inc. | 1,646 | $363.5K | 0.14% | +297+22.0% | Added |
| Chemistry Wealth Management LLC | 1,644 | $363.0K | 0.08% | 00.0% | Unchanged |
| 25 LLC | 1,632 | $360.4K | 0.15% | +10+0.6% | Added |
| Old Second National Bank of Aurora | 1,631 | $360.2K | 0.08% | −11−0.7% | Reduced |
| Cura Wealth Advisors, LLC | 1,627 | $359.3K | 0.15% | +1,627 | New |
| Greenspring Advisors, LLC | 1,620 | $357.7K | 0.08% | −180−10.0% | Reduced |
| Hourglass Capital, LLC | 1,618 | $357.3K | 0.09% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,617 | $357.1K | 0.06% | +294+22.2% | Added |
| Journey Strategic Wealth LLC | 1,615 | $356.6K | 0.01% | +190+13.3% | Added |
| Long Road Investment Counsel, LLC | 1,604 | $354.2K | 0.14% | +1,604 | New |
| Roble, Belko & Company, Inc | 1,600 | $354.0K | 0.06% | +800+100.0% | Added |
| Adell Harriman & Carpenter Inc | 1,603 | $354.0K | 0.03% | +80+5.3% | Added |
| Vision Capital Management, Inc. | 1,602 | $353.7K | 0.05% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $353.3K | 0.14% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,598 | $352.9K | 0.02% | +62+4.0% | Added |
| Gilliland Jeter Wealth Management LLC | 1,598 | $352.9K | 0.12% | +8+0.5% | Added |
| LCNB Corp | 1,585 | $350.0K | 0.13% | −32−2.0% | Reduced |
| Sentry Investment Management LLC | 1,757 | $349.0K | 0.24% | −525−23.0% | Reduced |
| Greatmark Investment Partners, Inc. | 1,575 | $347.8K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,570 | $347.0K | 0.07% | +1,330+554.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,571 | $346.9K | 0.01% | +1,571 | New |
| Capital Investment Advisory Services, LLC | 1,569 | $346.5K | 0.03% | +1,569 | New |
| S-Bank Fund Management Ltd | 1,566 | $345.8K | 0.07% | +1,566 | New |
| Peak Retirement Planning, Inc. | 1,565 | $345.6K | 0.19% | +1,565 | New |
| De Burlo Group Inc | 1,563 | $345.2K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,562 | $345.0K | 0.05% | +1,562 | New |
| Security Financial Services, INC. | 1,562 | $344.9K | 0.07% | −103−6.2% | Reduced |
| McIlrath & Eck, LLC | 1,562 | $344.9K | 0.04% | +1,290+474.3% | Added |
| Diversify Advisory Services, LLC | 1,861 | $344.8K | 0.02% | +1,861 | New |
| Isthmus Partners, LLC | 1,558 | $344.1K | 0.04% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,551 | $343.0K | 0.01% | −115−6.9% | Reduced |
| Rothschild Capital Partners, LLC | 1,540 | $340.1K | 0.09% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,540 | $340.1K | 0.19% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,537 | $339.4K | 0.10% | −230−13.0% | Reduced |
| Onefund, LLC | 1,527 | $337.2K | 0.34% | +1+0.1% | Added |
| Severin Investments, LLC | 1,526 | $336.9K | 0.34% | −27−1.7% | Reduced |
| Advanced Asset Management Advisors Inc | 1,525 | $336.8K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,522 | $336.1K | 0.17% | 00.0% | Unchanged |
| JB Capital LLC | 1,519 | $335.4K | 0.02% | −13,789−90.1% | Reduced |
| Richwood Investment Advisors, LLC | 1,510 | $333.5K | 0.28% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,504 | $332.1K | 0.02% | +158+11.7% | Added |
| Versant Capital Management, Inc | 1,503 | $331.9K | 0.06% | +893+146.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,501 | $331.5K | 0.05% | +205+15.8% | Added |
| Keudell/Morrison Wealth Management | 1,500 | $331.2K | 0.08% | −112−6.9% | Reduced |
| Univest Financial Corp | 1,499 | $331.0K | 0.02% | +400+36.4% | Added |
| Cypress Wealth Services, LLC | 1,498 | $330.8K | 0.07% | +180+13.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,497 | $330.6K | 0.04% | −148−9.0% | Reduced |
| USAdvisors Wealth Management, LLC | 1,493 | $329.0K | 0.11% | −79−5.0% | Reduced |
| Northern Oak Wealth Management Inc | 1,489 | $328.8K | 0.04% | −239−13.8% | Reduced |
| N.E.W. Advisory Services LLC | 1,483 | $327.5K | 0.03% | −82−5.2% | Reduced |
| Rockland Trust Co | 1,480 | $326.8K | 0.02% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,660 | $324.7K | 0.15% | +1,660 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $324.0K | 0.08% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 1,463 | $323.1K | 0.11% | −11,915−89.1% | Reduced |
| E Fund Management Co., Ltd. | 1,463 | $323.1K | 0.02% | +55+3.9% | Added |