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 |
|---|---|---|---|---|---|
| Finivi Inc. | 1,154 | $254.8K | 0.21% | +77+7.1% | Added |
| Creekmur Asset Management LLC | 1,151 | $254.2K | 0.05% | +1,151 | New |
| Thomasville National Bank | 1,149 | $253.7K | 0.02% | +1,149 | New |
| Quadrant Private Wealth Management, LLC | 1,146 | $253.1K | 0.06% | +88+8.3% | Added |
| Auxano Advisors, LLC | 1,144 | $252.6K | 0.07% | −81−6.6% | Reduced |
| Stonegate Investment Group, LLC | 1,140 | $251.7K | 0.01% | −59−4.9% | Reduced |
| JNBA Financial Advisors | 1,138 | $251.3K | 0.03% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,136 | $250.9K | 0.01% | +123+12.1% | Added |
| Wimmer Associates 1, LLC | 1,310 | $250.2K | 0.13% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,133 | $250.2K | 0.25% | −45−3.8% | Reduced |
| Eisler Capital Management Ltd. | 1,127 | $248.9K | 0.01% | +1,127 | New |
| New England Research & Management, Inc. | 1,121 | $248.0K | 0.13% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,123 | $248.0K | 0.17% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,121 | $247.6K | 0.13% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,121 | $247.6K | 0.06% | +1,121 | New |
| Basepoint Wealth LLC | 1,120 | $247.3K | 0.19% | −12−1.1% | Reduced |
| Capital Advantage, Inc. | 1,202 | $246.9K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 1,117 | $246.7K | 0.03% | −64−5.4% | Reduced |
| Gateway Investment Advisers LLC | 1,114 | $246.0K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,110 | $245.1K | 0.08% | −61,412−98.2% | Reduced |
| Essex Savings Bank | 1,110 | $245.1K | 0.06% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,106 | $244.2K | 0.00% | +115+11.6% | Added |
| New Republic Capital, LLC | 1,104 | $243.8K | 0.11% | +33+3.1% | Added |
| Courier Capital LLC | 1,093 | $241.4K | 0.02% | −234−17.6% | Reduced |
| Continuum Advisory, LLC | 1,092 | $241.1K | 0.03% | −190−14.8% | Reduced |
| Asset Allocation & Management Company, LLC | 1,091 | $241.0K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,091 | $240.9K | 0.01% | −159−12.7% | Reduced |
| Sandy Spring Bank | 1,090 | $240.7K | 0.01% | −42−3.7% | Reduced |
| Modern Wealth Management, LLC | 1,089 | $240.5K | 0.01% | −112−9.3% | Reduced |
| Integrated Advisors Network LLC | 1,088 | $240.3K | 0.01% | −4,002−78.6% | Reduced |
| BIP Wealth, LLC | 1,086 | $239.8K | 0.02% | +4+0.4% | Added |
| BluePath Capital Management, LLC | 1,083 | $239.2K | 0.25% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,082 | $238.9K | 0.03% | +97+9.8% | Added |
| Clark Asset Management, LLC | 1,080 | $238.5K | 0.04% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,079 | $238.3K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,076 | $237.6K | 0.11% | +9+0.8% | Added |
| FourThought Financial Partners, LLC | 1,074 | $237.2K | 0.02% | −102−8.7% | Reduced |
| Tradewinds, LLC. | 1,073 | $237.0K | 0.07% | −40−3.6% | Reduced |
| Muirfield Wealth Advisors LLC | 1,071 | $236.5K | 0.20% | +46+4.5% | Added |
| GenTrust, LLC | 1,067 | $235.6K | 0.01% | −25−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 1,065 | $235.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,065 | $235.2K | 0.02% | +56+5.6% | Added |
| UMA Financial Services, Inc. | 1,064 | $235.0K | 0.04% | −22−2.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,064 | $235.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,062 | $234.5K | 0.01% | −5,025−82.6% | Reduced |
| Twinbeech Capital LP | 1,059 | $233.9K | 0.00% | +1,059 | New |
| CPA Asset Management LLC | 1,058 | $233.6K | 0.10% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,058 | $233.6K | 0.18% | −9−0.8% | Reduced |
| Caitlin John, LLC | 1,053 | $232.5K | 0.23% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,048 | $231.4K | 0.09% | +428+69.0% | Added |
| Financial Insights, Inc. | 1,045 | $230.8K | 0.09% | +20+2.0% | Added |
| MJP Associates Inc | 1,044 | $230.5K | 0.04% | +1,044 | New |
| YHB Investment Advisors, Inc. | 1,043 | $230.3K | 0.02% | −100−8.7% | Reduced |
| Optivise Advisory Services LLC | 1,041 | $229.8K | 0.13% | −120−10.3% | Reduced |
| Flossbach Von Storch AG | 1,040 | $229.7K | 0.00% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,038 | $229.2K | 0.13% | +15+1.5% | Added |
| Everett Harris & Co | 1,032 | $227.9K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,029 | $227.1K | 0.02% | +20+2.0% | Added |
| Forthright Family Wealth Advisory LLC | 1,028 | $227.0K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 1,021 | $225.5K | 0.01% | −4−0.4% | Reduced |
| Retirement Planning Group | 1,018 | $224.8K | 0.01% | +1,018 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,015 | $224.1K | 0.09% | −338−25.0% | Reduced |
| Holland Advisory Services, Inc. | 1,014 | $223.9K | 0.34% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 1,251 | $222.7K | 0.09% | +47+3.9% | Added |
| Transce3nd, LLC | 1,007 | $222.4K | 0.10% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,004 | $221.7K | 0.01% | +1,004 | New |
| Proactive Wealth Strategies LLC | 1,000 | $221.0K | 0.12% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,000 | $220.8K | 0.12% | 00.0% | Unchanged |
| Cercano Management LLC | 1,000 | $220.8K | 0.01% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,000 | $220.8K | 0.08% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 1,000 | $220.8K | 0.14% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,000 | $220.8K | 0.17% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 998 | $220.4K | 0.04% | −19,832−95.2% | Reduced |
| Ausdal Financial Partners, Inc. | 997 | $220.2K | 0.02% | +997 | New |
| HCR Wealth Advisors | 992 | $219.1K | 0.03% | +8+0.8% | Added |
| Clarity Capital Partners LLC | 987 | $218.0K | 0.09% | +987 | New |
| Coppell Advisory Solutions LLC | 1,175 | $217.7K | 0.03% | −230−16.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,025 | $217.5K | 0.05% | −22−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 985 | $217.5K | 0.02% | +33+3.5% | Added |
| JT Stratford LLC | 980 | $216.4K | 0.04% | +980 | New |
| First Business Financial Services, Inc. | 979 | $216.2K | 0.02% | +979 | New |
| Fort Sheridan Advisors LLC | 975 | $215.3K | 0.03% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 975 | $215.3K | 0.12% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 975 | $215.3K | 0.16% | +975 | New |
| Coastwise Capital Group, LLC | 971 | $214.3K | 0.18% | +971 | New |
| Plante Moran Financial Advisors, LLC | 970 | $214.2K | 0.02% | +155+19.0% | Added |
| Occidental Asset Management, LLC | 965 | $213.1K | 0.03% | +965 | New |
| Stock Yards Bank & Trust Co | 964 | $212.9K | 0.01% | +964 | New |
| Evergreen Private Wealth LLC | 953 | $210.5K | 0.10% | −3−0.3% | Reduced |
| Milestone Asset Management, LLC | 952 | $210.2K | 0.04% | +952 | New |
| Heartwood Wealth Advisors LLC | 950 | $209.8K | 0.02% | −50−5.0% | Reduced |
| May Barnhard Investments LLC | 944 | $208.5K | 0.10% | +944 | New |
| Lathrop Investment Management Corp | 939 | $207.0K | 0.04% | +939 | New |
| SBI Securities Co., Ltd. | 935 | $206.5K | 0.01% | +56+6.4% | Added |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 936 | $206.0K | 0.03% | +72+8.3% | Added |
| Alliance Wealth Advisors, LLC | 930 | $205.4K | 0.12% | +930 | New |
| Avaii Wealth Management, LLC | 929 | $205.2K | 0.11% | +929 | New |
| Colonial River Wealth Management, LLC | 928 | $204.9K | 0.11% | +928 | New |
| Camden Capital, LLC | 928 | $204.9K | 0.02% | −861−48.1% | Reduced |