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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 23 | $5.08K | 0.00% | −5−17.9% | Reduced |
| FSA Wealth Management LLC | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 23 | $4.97K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $4.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $4.64K | 0.00% | +4+23.5% | Added |
| FWL Investment Management, LLC | 21 | $4.64K | 0.00% | +21 | New |
| Winnow Wealth LLC | 20 | $4.26K | 0.00% | +6+42.9% | Added |
| Glen Eagle Advisors, LLC | 16 | $3.53K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $3.53K | 0.00% | +11+220.0% | Added |
| Principia Wealth Advisory, LLC | 16 | $3.37K | 0.00% | +1+6.7% | Added |
| POM Investment Strategies, LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 12 | $2.65K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $2.43K | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 10 | $2.21K | 0.00% | +10 | New |
| WealthCollab, LLC | 9 | $1.99K | 0.00% | +9 | New |
| PayPay Securities Corp | 8 | $1.84K | 0.10% | −4−33.3% | Reduced |
| 1620 Investment Advisors, Inc. | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $1.77K | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $1.55K | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 6 | $1.32K | 0.00% | −1−14.3% | Reduced |
| Redwood Park Advisors LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.32K | 0.00% | +6 | New |
| Eq Wealth Advisors, LLC | 6 | $1.32K | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $1.14K | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $1.10K | 0.00% | +3+150.0% | Added |
| GoalVest Advisory LLC | 5 | $1.10K | 0.00% | +5 | New |
| Olistico Wealth, LLC | 5 | $1.10K | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 5 | $926 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $884 | 0.00% | +4 | New |
| Richardson Capital Management LLC | 3 | $662 | 0.00% | +3 | New |
| Inlight Wealth Management, LLC | 3 | $662 | 0.00% | +3 | New |
| Wood Tarver Financial Group, LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $221 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Maj Invest Holding A/S | 0 | $0 | 0.00% | −659,912−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −335,514−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −276,721−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −146,008−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Sunriver Management LLC | 0 | $0 | 0.00% | −129,691−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −83,203−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −52,539−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −50,671−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,545−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −36,831−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −31,999−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −31,264−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −27,981−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −24,234−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −23,871−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,414−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −15,449−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −14,103−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −13,513−100.0% | Sold out |
| Central Valley Advisors, LLC | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −10,834−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,794−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Patient Capital Management, LLC | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,090−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,796−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,148−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,142−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −5,442−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −5,129−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |