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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 1,453 | $320.9K | 0.12% | −766−34.5% | Reduced |
| Wellspring Financial Advisors, LLC | 1,447 | $319.5K | 0.04% | −243−14.4% | Reduced |
| MBB Public Markets I LLC | 1,434 | $316.7K | 0.04% | +1,434 | New |
| Csenge Advisory Group | 1,513 | $315.7K | 0.02% | −621−29.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,429 | $315.6K | 0.23% | −214−13.0% | Reduced |
| Mainsail Asset Management, LLC | 1,428 | $315.3K | 0.22% | +3+0.2% | Added |
| Carrera Capital Advisors | 1,426 | $314.9K | 0.07% | −1,124−44.1% | Reduced |
| Fedenia Advisers LLC | 1,420 | $313.6K | 0.20% | −142−9.1% | Reduced |
| Claret Asset Management Corp | 1,419 | $313.0K | 0.05% | −8−0.6% | Reduced |
| AGH Wealth Advisors, LLC | 1,414 | $312.3K | 0.30% | −5−0.4% | Reduced |
| Chickasaw Capital Management LLC | 1,414 | $312.0K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,399 | $308.9K | 0.02% | +5+0.4% | Added |
| Cidel Asset Management Inc | 1,392 | $307.4K | 0.02% | −59−4.1% | Reduced |
| Kathmere Capital Management, LLC | 1,382 | $305.2K | 0.03% | +88+6.8% | Added |
| Compagnie Lombard Odier SCmA | 1,380 | $304.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,379 | $304.5K | 0.23% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 1,378 | $304.3K | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,376 | $303.9K | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,371 | $302.8K | 0.04% | +397+40.8% | Added |
| SFMG, LLC | 1,365 | $301.4K | 0.02% | −10−0.7% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,364 | $301.2K | 0.17% | −125−8.4% | Reduced |
| Strategies Wealth Advisors, LLC | 1,359 | $300.1K | 0.04% | +1,359 | New |
| Wetzel Investment Advisors, Inc. | 1,356 | $299.4K | 0.15% | −49−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,355 | $299.2K | 0.02% | +2+0.1% | Added |
| Atlantic Union Bankshares Corp | 1,350 | $298.1K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $298.1K | 0.24% | 00.0% | Unchanged |
| City State Bank | 1,345 | $297.0K | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,342 | $296.4K | 0.03% | −104−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,335 | $294.8K | 0.02% | −6−0.4% | Reduced |
| Longboard Asset Management, LP | 1,334 | $294.6K | 0.87% | 00.0% | Unchanged |
| State of Wyoming | 1,329 | $293.5K | 0.04% | −940−41.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,329 | $293.5K | 0.06% | +154+13.1% | Added |
| IAM Advisory, LLC | 1,328 | $293.3K | 0.08% | 00.0% | Unchanged |
| eCIO, Inc. | 36,167 | $292.9K | 0.10% | +36,167 | New |
| Fragasso Group Inc. | 1,326 | $292.8K | 0.02% | +47+3.7% | Added |
| J.Safra Asset Management Corp | 1,326 | $292.8K | 0.02% | +621+88.1% | Added |
| Osterweis Capital Management Inc | 1,318 | $291.1K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 1,317 | $291.0K | 0.02% | −1,500−53.2% | Reduced |
| Trust Co | 1,317 | $290.8K | 0.03% | +18+1.4% | Added |
| Larson Financial Group LLC | 1,314 | $290.2K | 0.01% | +251+23.6% | Added |
| American Money Management, LLC | 1,309 | $289.1K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,588 | $288.1K | 0.01% | +92+6.1% | Added |
| Natural Investments, LLC | 1,308 | $288.0K | 0.08% | +3+0.2% | Added |
| Laidlaw Wealth Management LLC | 1,297 | $286.4K | 0.85% | +1,297 | New |
| Financial Partners Group, LLC | 1,293 | $285.5K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,293 | $285.5K | 0.04% | +38+3.0% | Added |
| Abel Hall, LLC | 1,293 | $285.5K | 0.17% | +1,293 | New |
| bLong Financial, LLC | 1,288 | $284.4K | 0.25% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,285 | $283.8K | 0.07% | −1,010−44.0% | Reduced |
| Presilium Private Wealth, LLC | 1,283 | $283.3K | 0.06% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,275 | $281.6K | 0.07% | +48+3.9% | Added |
| LaSalle St. Investment Advisors, LLC | 1,273 | $281.0K | 0.07% | +62+5.1% | Added |
| Petros Family Wealth, LLC | 1,271 | $280.7K | 0.31% | −87−6.4% | Reduced |
| 1858 Wealth Management, LLC | 1,270 | $280.5K | 0.24% | −197−13.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,265 | $279.4K | 0.11% | −101−7.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,531 | $278.9K | 0.01% | +23+1.5% | Added |
| McAdam, LLC | 1,263 | $278.9K | 0.02% | −388−23.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $278.5K | 0.24% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,338 | $278.4K | 0.05% | +73+5.8% | Added |
| Raleigh Capital Management Inc. | 1,257 | $277.6K | 0.13% | −230−15.5% | Reduced |
| Cardinal Point Capital Management, ULC | 1,255 | $277.1K | 0.03% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,253 | $276.7K | 0.32% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,250 | $276.0K | 0.03% | −1−0.1% | Reduced |
| Cascades Capital Asset Management, LLC | 1,250 | $276.0K | 0.15% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 1,249 | $275.9K | 0.32% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,247 | $275.4K | 0.22% | +196+18.6% | Added |
| RFG Advisory, LLC | 1,247 | $275.4K | 0.01% | +1,247 | New |
| Waterloo Capital, L.P. | 1,242 | $274.3K | 0.03% | −1,562−55.7% | Reduced |
| Monument Capital Management | 1,241 | $274.1K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,236 | $272.9K | 0.17% | +630+104.0% | Added |
| Advisor OS, LLC | 1,233 | $272.3K | 0.03% | +199+19.2% | Added |
| GSG Advisors LLC | 1,289 | $271.2K | 0.09% | +81+6.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $269.4K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 1,219 | $269.2K | 0.03% | −113−8.5% | Reduced |
| Birmingham Capital Management Co Inc | 1,212 | $267.6K | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,204 | $266.1K | 0.00% | −497−29.2% | Reduced |
| Rothschild Investment LLC | 1,202 | $265.4K | 0.02% | +59+5.2% | Added |
| Boomfish Wealth Group, LLC | 1,201 | $265.2K | 0.17% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 1,200 | $265.0K | 1.57% | −950−44.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $265.0K | 0.05% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $265.0K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $265.0K | 0.20% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $265.0K | 0.35% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,254 | $263.8K | 0.01% | +1,254 | New |
| Banco BTG Pactual S.A. | 1,192 | $263.2K | 0.07% | −1,800−60.2% | Reduced |
| Fundamentun, LLC | 1,187 | $262.2K | 0.01% | +1,187 | New |
| Blackston Financial Advisory Group, LLC | 1,180 | $260.6K | 0.18% | −346−22.7% | Reduced |
| LRI Investments, LLC | 20,719 | $260.5K | 0.03% | +375+1.8% | Added |
| Seven Mile Advisory | 1,176 | $259.7K | 0.17% | −20−1.7% | Reduced |
| Myecfo, LLC | 1,174 | $259.3K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,170 | $258.4K | 0.06% | +1,170 | New |
| West Bancorporation Inc | 1,170 | $258.4K | 0.18% | −6−0.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,162 | $256.6K | 0.01% | +27+2.4% | Added |
| Vigilare Wealth Management | 1,160 | $256.2K | 0.10% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,160 | $256.2K | 0.12% | +987+570.5% | Added |
| FDx Advisors, Inc. | 1,157 | $256.0K | 0.08% | −201−14.8% | Reduced |
| Armis Advisers, LLC | 1,384 | $255.4K | 0.02% | +1,384 | New |
| King Wealth | 1,154 | $255.0K | 0.04% | −31−2.6% | Reduced |