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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 925 | $204.3K | 0.02% | −400−30.2% | Reduced |
| ASB Consultores, LLC | 924 | $204.0K | 0.13% | +924 | New |
| Vantage Point Financial LLC | 919 | $202.9K | 0.10% | +919 | New |
| Operose Advisors LLC | 917 | $202.5K | 0.07% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 913 | $202.3K | 0.04% | +913 | New |
| Convergence Investment Partners, LLC | 913 | $201.6K | 0.06% | −195−17.6% | Reduced |
| First American Trust, FSB | 913 | $201.6K | 0.02% | +913 | New |
| Hobbs Wealth Management, LLC | 912 | $201.4K | 0.22% | +912 | New |
| Pure Financial Advisors, Inc. | 911 | $201.2K | 0.00% | +911 | New |
| Board of the Pension Protection Fund | 900 | $198.7K | 0.23% | −3,700−80.4% | Reduced |
| Accent Capital Management, LLC | 889 | $196.3K | 0.11% | +250+39.1% | Added |
| Western Pacific Wealth Management, LP | 877 | $193.7K | 0.18% | −1,295−59.6% | Reduced |
| Riverview Trust Co | 877 | $193.7K | 0.19% | −12−1.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $192.6K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 854 | $188.6K | 0.01% | −63−6.9% | Reduced |
| Evermay Wealth Management LLC | 844 | $186.4K | 0.02% | −15−1.7% | Reduced |
| Crowley Wealth Management, Inc. | 836 | $184.6K | 0.18% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 806 | $178.0K | 0.04% | +806 | New |
| ORG Wealth Partners, LLC | 799 | $177.4K | 0.05% | +150+23.1% | Added |
| Hopwood Financial Services, Inc. | 800 | $176.7K | 0.14% | 00.0% | Unchanged |
| Putney Financial Group LLC | 798 | $176.2K | 0.19% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 781 | $172.5K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 752 | $166.1K | 0.11% | +752 | New |
| Bank of New Hampshire | 710 | $156.8K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 703 | $155.4K | 0.06% | +86+13.9% | Added |
| Evelyn Partners Investment Management LLP | 700 | $154.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 697 | $153.9K | 0.02% | +318+83.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $152.4K | 0.05% | +120+21.1% | Added |
| Laurel Wealth Advisors LLC | 684 | $151.0K | 0.02% | −45−6.2% | Reduced |
| Wellington Shields & Co., LLC | 682 | $150.6K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 669 | $147.7K | 0.02% | +212+46.4% | Added |
| First PREMIER Bank | 658 | $145.0K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 654 | $144.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 626 | $138.2K | 0.01% | +3+0.5% | Added |
| North Capital, Inc. | 621 | $137.1K | 0.13% | +621 | New |
| Rialto Wealth Management, LLC | 605 | $133.6K | 0.04% | +105+21.0% | Added |
| Hexagon Capital Partners LLC | 595 | $131.4K | 0.02% | +41+7.4% | Added |
| Covestor Ltd | 586 | $130.0K | 0.09% | −177−23.2% | Reduced |
| Financial Perspectives, Inc | 550 | $121.5K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 543 | $119.9K | 0.00% | +543 | New |
| WFA Asset Management Corp | 712 | $113.8K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $110.4K | 0.01% | −66−11.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 500 | $110.4K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 495 | $109.3K | 0.06% | −60−10.8% | Reduced |
| TSFG, LLC | 471 | $104.0K | 0.02% | +345+273.8% | Added |
| Bayforest Capital Ltd | 437 | $96.5K | 0.04% | +437 | New |
| Capital Advisors, Ltd. LLC | 421 | $93.0K | 0.01% | +39+10.2% | Added |
| Valley National Advisers Inc | 424 | $92.0K | 0.02% | +279+192.4% | Added |
| Crews Bank & Trust | 409 | $90.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $88.3K | 0.02% | −217−35.2% | Reduced |
| Kimelman & Baird, LLC | 400 | $88.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $88.3K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $87.2K | 0.03% | +395 | New |
| Curio Wealth, LLC | 1 | $85.5K | 0.04% | −415−99.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 385 | $85.0K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 384 | $84.8K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 381 | $84.1K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 379 | $83.7K | 0.08% | −39−9.3% | Reduced |
| Piscataqua Savings Bank | 377 | $83.3K | 0.07% | −20−5.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 374 | $82.6K | 0.05% | +374 | New |
| PrairieView Partners, LLC | 375 | $82.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 368 | $81.3K | 0.07% | −35−8.7% | Reduced |
| Rise Advisors, LLC | 360 | $79.5K | 0.04% | +43+13.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 357 | $79.0K | 0.00% | +357 | New |
| Fortitude Family Office, LLC | 341 | $75.3K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 335 | $74.0K | 0.00% | +21+6.7% | Added |
| West Paces Advisors Inc. | 334 | $73.8K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 331 | $73.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 331 | $73.1K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 330 | $72.9K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 327 | $72.2K | 0.00% | +50+18.1% | Added |
| High Note Wealth, LLC | 324 | $71.5K | 0.02% | +106+48.6% | Added |
| Financial Network Wealth Advisors LLC | 317 | $70.0K | 0.09% | +26+8.9% | Added |
| Concord Wealth Partners | 311 | $68.7K | 0.01% | −1,000−76.3% | Reduced |
| Hollencrest Capital Management | 309 | $68.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 308 | $66.9K | 0.02% | +278+926.7% | Added |
| Bruce G. Allen Investments, LLC | 302 | $66.7K | 0.05% | −111−26.9% | Reduced |
| Atala Financial Inc | 300 | $66.2K | 0.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $66.2K | 0.00% | +300 | New |
| Bell Investment Advisors, Inc | 286 | $63.2K | 0.01% | +3+1.1% | Added |
| 1248 Management, LLC | 284 | $62.7K | 0.03% | +284 | New |
| Sierra Ocean, LLC | 266 | $58.7K | 0.05% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 264 | $58.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 260 | $57.4K | 0.01% | 00.0% | Unchanged |
| XY Capital Ltd | 255 | $56.3K | 0.04% | −249−49.4% | Reduced |
| Wolff Wiese Magana LLC | 251 | $55.4K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $55.2K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 244 | $53.9K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 228 | $53.7K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 236 | $52.2K | 0.02% | +36+18.0% | Added |
| Vega Investment Solutions | 236 | $52.1K | 0.01% | +114+93.4% | Added |
| Carolinas Wealth Consulting LLC | 233 | $51.5K | 0.01% | −37−13.7% | Reduced |
| Saudi Central Bank | 224 | $49.5K | 0.26% | +224 | New |
| Private Wealth Management Group, LLC | 222 | $49.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 220 | $48.6K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $48.6K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 214 | $47.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 209 | $46.0K | 0.00% | −115−35.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 200 | $44.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $44.2K | 0.03% | 00.0% | Unchanged |