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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 117,488 | $25.9M | 0.26% | +2,513+2.2% | Added |
| Bath Savings Trust Co | 117,005 | $25.8M | 2.67% | −1,722−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 116,782 | $25.8M | 1.49% | −4,875−4.0% | Reduced |
| LS Investment Advisors, LLC | 116,143 | $25.6M | 3.95% | −1,561−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 114,099 | $25.2M | 0.04% | +5,556+5.1% | Added |
| Arvest Bank Trust Division | 113,275 | $25.0M | 1.58% | −2,628−2.3% | Reduced |
| Montag A & Associates Inc | 112,205 | $24.8M | 1.24% | −26,922−19.4% | Reduced |
| Palisade Capital Management LLC | 111,428 | $24.6M | 0.71% | −2,684−2.4% | Reduced |
| IFM Investors Pty Ltd | 110,720 | $24.5M | 0.26% | −1,413−1.3% | Reduced |
| Cetera Investment Advisers | 110,358 | $24.4M | 0.05% | +12,437+12.7% | Added |
| Aptus Capital Advisors, LLC | 109,271 | $24.1M | 0.27% | +5,551+5.4% | Added |
| McRae Capital Management Inc | 108,531 | $24.0M | 5.05% | −14,020−11.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 107,892 | $23.8M | 5.89% | +13,076+13.8% | Added |
| Stansberry Asset Management, LLC | 106,421 | $23.5M | 2.82% | −690−0.6% | Reduced |
| Empire Life Investments Inc. | 106,249 | $23.5M | 1.53% | −57,268−35.0% | Reduced |
| Clearstead Advisors, LLC | 105,949 | $23.4M | 0.36% | −6,197−5.5% | Reduced |
| Busey Wealth Management | 105,539 | $23.3M | 0.79% | +2,649+2.6% | Added |
| Ethic Inc. | 104,939 | $23.3M | 0.47% | +2,916+2.9% | Added |
| Fifth Third Bancorp | 104,449 | $23.1M | 0.09% | −385−0.4% | Reduced |
| Point72 Europe (London) LLP | 103,950 | $23.0M | 1.58% | −4,250−3.9% | Reduced |
| Jain Global LLC | 102,900 | $22.7M | 0.46% | −21,196−17.1% | Reduced |
| Applied Finance Capital Management, LLC | 101,671 | $22.5M | 1.65% | −132,394−56.6% | Reduced |
| Agf Management Ltd | 101,053 | $22.3M | 0.12% | −3,600−3.4% | Reduced |
| Quantinno Capital Management LP | 100,089 | $22.1M | 0.14% | +49,176+96.6% | Added |
| Xponance, Inc. | 99,812 | $22.0M | 0.21% | +1,334+1.4% | Added |
| GAM Holding AG | 99,463 | $22.0M | 1.70% | −6,408−6.1% | Reduced |
| Redwood Grove Capital, LLC | 99,232 | $21.9M | 7.86% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 97,737 | $21.6M | 5.24% | −1,550−1.6% | Reduced |
| Verition Fund Management LLC | 96,422 | $21.3M | 0.12% | +57,303+146.5% | Added |
| Bailard, Inc. | 96,163 | $21.2M | 0.55% | −952−1.0% | Reduced |
| Broderick Brian C | 95,289 | $21.0M | 4.29% | −2,521−2.6% | Reduced |
| USS Investment Management Ltd | 94,970 | $21.0M | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 94,678 | $20.9M | 0.05% | +6,951+7.9% | Added |
| Utah Retirement Systems | 93,783 | $20.7M | 0.24% | −177−0.2% | Reduced |
| Cornerstone Capital, Inc. | 93,143 | $20.6M | 2.21% | −12,459−11.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 92,983 | $20.5M | 0.25% | −14,300−13.3% | Reduced |
| Parkwood LLC | 92,984 | $20.5M | 2.01% | +38,353+70.2% | Added |
| O'Shaughnessy Asset Management, LLC | 91,691 | $20.2M | 0.16% | +22,918+33.3% | Added |
| Assetmark, Inc | 91,414 | $20.2M | 0.06% | +3,933+4.5% | Added |
| Covington Investment Advisors Inc. | 90,611 | $20.0M | 3.11% | −450.0% | Reduced |
| Varma Mutual Pension Insurance Co | 89,431 | $19.7M | 0.17% | −9,100−9.2% | Reduced |
| Cadinha & Co LLC | 88,425 | $19.5M | 4.20% | −2,333−2.6% | Reduced |
| Daiwa Securities Group Inc. | 86,911 | $19.2M | 0.08% | −1,711−1.9% | Reduced |
| Man Group plc | 86,293 | $19.1M | 0.06% | +835+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 85,885 | $19.0M | 1.24% | −21,989−20.4% | Reduced |
| American National Bank | 85,838 | $19.0M | 2.10% | +1,983+2.4% | Added |
| Lee Danner & Bass Inc | 85,835 | $19.0M | 1.53% | −575−0.7% | Reduced |
| Andra AP-fonden | 85,795 | $18.9M | 0.31% | +24,100+39.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $18.8M | 0.17% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 84,134 | $18.6M | 3.53% | +485+0.6% | Added |
| Groupe la Francaise | 84,578 | $18.6M | 0.40% | +17,607+26.3% | Added |
| New York Life Investment Management LLC | 84,082 | $18.6M | 0.19% | −495−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 83,199 | $18.4M | 2.84% | −2,070−2.4% | Reduced |
| Act Two Investors LLC | 83,119 | $18.4M | 3.89% | +1,920+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 82,541 | $18.2M | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 82,334 | $18.2M | 0.32% | −13,429−14.0% | Reduced |
| Sequoia Financial Advisors, LLC | 82,131 | $18.1M | 0.14% | +17,152+26.4% | Added |
| Walleye Trading LLC | 81,931 | $18.1M | 0.51% | −14,238−14.8% | Reduced |
| Farmers & Merchants Investments Inc | 81,253 | $17.9M | 0.57% | −1,250−1.5% | Reduced |
| Dillon & Associates Inc | 81,151 | $17.9M | 2.66% | +5,256+6.9% | Added |
| Baldwin Brothers Inc | 80,567 | $17.8M | 1.25% | −2,742−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 79,160 | $17.5M | 0.09% | −5,307−6.3% | Reduced |
| Pathstone Holdings, LLC | 78,400 | $17.3M | 0.08% | +6,516+9.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 78,236 | $17.3M | 0.45% | +70,179+871.0% | Added |
| GDS Wealth Management | 78,149 | $17.3M | 1.47% | +2,248+3.0% | Added |
| HighTower Advisors, LLC | 77,562 | $17.1M | 0.02% | +3,790+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,362 | $17.1M | 0.06% | −8,958−10.4% | Reduced |
| Yousif Capital Management, LLC | 76,830 | $17.0M | 0.20% | −2,426−3.1% | Reduced |
| State of Alaska, Department of Revenue | 76,408 | $16.9M | 0.19% | +1,795+2.4% | Added |
| iA Global Asset Management Inc. | 76,239 | $16.8M | 0.29% | +5,322+7.5% | Added |
| Logan Capital Management Inc | 75,845 | $16.7M | 0.76% | −4,960−6.1% | Reduced |
| Public Employees Retirement Association of Colorado | 75,327 | $16.6M | 0.07% | −2,193−2.8% | Reduced |
| Addenda Capital Inc. | 74,863 | $16.5M | 0.61% | −492−0.7% | Reduced |
| Gotham Asset Management, LLC | 74,674 | $16.5M | 0.14% | +3,809+5.4% | Added |
| Federated Hermes, Inc. | 74,295 | $16.4M | 0.04% | −23,585−24.1% | Reduced |
| Running Oak Capital LLC | 73,501 | $16.2M | 1.96% | −4,897−6.2% | Reduced |
| Bellecapital International Ltd. | 73,402 | $16.2M | 3.20% | −1,902−2.5% | Reduced |
| Black Creek Investment Management Inc. | 73,307 | $16.2M | 0.76% | +11,889+19.4% | Added |
| Romano Brothers and Company | 73,190 | $16.2M | 2.09% | −737−1.0% | Reduced |
| Perennial Advisors, LLC | 72,890 | $16.1M | 3.21% | −1,945−2.6% | Reduced |
| Apollon Wealth Management, LLC | 72,885 | $16.1M | 0.35% | +53,310+272.3% | Added |
| Hunter Perkins Capital Management, LLC | 72,685 | $16.1M | 3.73% | −11,727−13.9% | Reduced |
| Pensionmark Financial Group, LLC | 72,445 | $16.0M | 0.42% | +9,526+15.1% | Added |
| Brant Point Investment Management LLC | 72,437 | $16.0M | 3.90% | −2,563−3.4% | Reduced |
| PGGM Investments | 72,222 | $15.9M | 0.22% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 71,567 | $15.8M | 0.10% | −303−0.4% | Reduced |
| Kidder Stephen W | 71,452 | $15.8M | 4.92% | −3,141−4.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 70,322 | $15.5M | 1.00% | −1,786−2.5% | Reduced |
| Steamboat Capital Partners, LLC | 70,000 | $15.5M | 4.68% | −19,879−22.1% | Reduced |
| Puzo Michael J | 69,956 | $15.4M | 4.43% | −4,565−6.1% | Reduced |
| Venturi Wealth Management, LLC | 69,917 | $15.4M | 0.80% | −6,989−9.1% | Reduced |
| Woodstock Corp | 69,669 | $15.4M | 1.52% | −123−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 69,582 | $15.4M | 0.63% | +403+0.6% | Added |
| Bank of Nova Scotia | 69,549 | $15.4M | 0.03% | −22,201−24.2% | Reduced |
| CIBC World Markets Corp | 68,623 | $15.2M | 0.12% | −21,418−23.8% | Reduced |
| TownSquare Capital, LLC | 68,511 | $15.1M | 0.16% | +14,638+27.2% | Added |
| Pinnacle Financial Partners Inc | 67,951 | $15.0M | 0.30% | +382+0.6% | Added |
| CCM Investment Advisers LLC | 67,862 | $15.0M | 1.84% | −12,432−15.5% | Reduced |
| Great Valley Advisor Group, Inc. | 67,790 | $15.0M | 0.32% | −9,884−12.7% | Reduced |
| OP Asset Management Ltd | 67,466 | $14.9M | 0.25% | +67,466 | New |