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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 66,388 | $14.7M | 0.28% | +3,583+5.7% | Added |
| Mutual of America Capital Management LLC | 66,164 | $14.6M | 0.17% | −1,992−2.9% | Reduced |
| Panagora Asset Management Inc | 65,928 | $14.6M | 0.07% | −454−0.7% | Reduced |
| Bahl & Gaynor Inc | 65,902 | $14.6M | 0.07% | −73−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 149,156 | $14.5M | 0.06% | +87,688+142.7% | Added |
| JustInvest LLC | 65,172 | $14.4M | 0.21% | +9,406+16.9% | Added |
| FineMark National Bank & Trust | 64,794 | $14.3M | 0.52% | −19,843−23.4% | Reduced |
| Robertson Opportunity Capital, LLC | 64,600 | $14.3M | 5.43% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 64,329 | $14.2M | 0.35% | +18,374+40.0% | Added |
| Peapack Gladstone Financial Corp | 62,902 | $13.9M | 0.21% | +3,278+5.5% | Added |
| Janney Montgomery Scott LLC | 62,844 | $13.9M | 0.04% | −1,443−2.2% | Reduced |
| Legacy Private Trust Co. | 62,013 | $13.7M | 0.94% | −3,602−5.5% | Reduced |
| Shell Asset Management Co | 61,680 | $13.6M | 0.65% | −2,475−3.9% | Reduced |
| Webster Bank, N. A. | 61,424 | $13.6M | 1.49% | −1,087−1.7% | Reduced |
| Headinvest, LLC | 61,372 | $13.6M | 2.64% | −4,295−6.5% | Reduced |
| Voloridge Investment Management, LLC | 61,334 | $13.5M | 0.05% | −250,948−80.4% | Reduced |
| Oppenheimer Asset Management Inc. | 60,787 | $13.4M | 0.17% | +478+0.8% | Added |
| Papp L Roy & Associates | 59,966 | $13.2M | 1.62% | −876−1.4% | Reduced |
| CX Institutional | 59,738 | $13.2M | 0.50% | +10,340+20.9% | Added |
| Advisor Group Holdings, Inc. | 59,184 | $13.1M | 0.03% | −8,830−13.0% | Reduced |
| Thematics Asset Management | 58,309 | $12.9M | 0.65% | −2,191−3.6% | Reduced |
| Tocqueville Asset Management L.P. | 58,265 | $12.9M | 0.21% | −61−0.1% | Reduced |
| Sora Investors LLC | 58,050 | $12.8M | 1.55% | −37,813−39.4% | Reduced |
| Chesley Taft & Associates LLC | 57,825 | $12.8M | 0.62% | −1,862−3.1% | Reduced |
| Polar Capital Holdings Plc | 57,151 | $12.6M | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 57,040 | $12.6M | 0.11% | −14,293−20.0% | Reduced |
| Brinker Capital Investments, LLC | 56,254 | $12.4M | 0.12% | −369,082−86.8% | Reduced |
| Orion Portfolio Solutions, LLC | 56,254 | $12.4M | 0.12% | −369,082−86.8% | Reduced |
| Wealthfront Advisers LLC | 56,189 | $12.4M | 0.03% | +10,133+22.0% | Added |
| ProVise Management Group, LLC | 55,754 | $12.3M | 1.04% | −2,476−4.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 54,567 | $12.1M | 0.74% | −2,938−5.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 54,487 | $12.0M | 0.97% | +21,442+64.9% | Added |
| Atria Investments LLC | 53,904 | $11.9M | 0.15% | +4,005+8.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 53,889 | $11.9M | 0.29% | +8,942+19.9% | Added |
| Diversified Trust Co | 53,635 | $11.8M | 0.29% | −9,248−14.7% | Reduced |
| Legal Advantage Investments, Inc. | 53,417 | $11.8M | 6.37% | −500−0.9% | Reduced |
| Union Bancaire Privee, UBP SA | 56,745 | $11.7M | 0.23% | −459−0.8% | Reduced |
| Builder Investment Group Inc | 52,872 | $11.7M | 3.32% | −314−0.6% | Reduced |
| Freestone Grove Partners LP | 52,273 | $11.5M | 0.12% | +48,947+1,471.6% | Added |
| Caxton Associates LLP | 52,239 | $11.5M | 0.40% | +52,239 | New |
| Liberty Capital Management, Inc. | 51,792 | $11.4M | 2.55% | −354−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 51,094 | $11.3M | 0.16% | +31,619+162.4% | Added |
| Rakuten Investment Management, Inc. | 52,000 | $11.2M | 0.05% | +52,000 | New |
| AustralianSuper Pty Ltd | 50,524 | $11.2M | 0.06% | +39,684+366.1% | Added |
| BTC Capital Management, Inc. | 50,454 | $11.1M | 1.02% | −390−0.8% | Reduced |
| Cozad Asset Management Inc | 50,228 | $11.1M | 1.11% | −5,166−9.3% | Reduced |
| Silvercrest Asset Management Group LLC | 49,790 | $11.0M | 0.08% | +2,296+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,671 | $11.0M | 0.62% | +27,100+120.1% | Added |
| Synovus Financial Corp | 49,659 | $11.0M | 0.14% | −7,927−13.8% | Reduced |
| Pinebridge Investments, L.P. | 49,594 | $11.0M | 0.09% | −37,942−43.3% | Reduced |
| Bell Asset Management Ltd | 49,515 | $10.9M | 2.01% | −25,957−34.4% | Reduced |
| Smithbridge Asset Management Inc | 49,131 | $10.8M | 2.01% | +49,131 | New |
| Contravisory Investment Management, Inc. | 49,016 | $10.8M | 2.28% | −1,839−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 48,919 | $10.8M | 0.21% | +154+0.3% | Added |
| Crossmark Global Holdings, Inc. | 48,540 | $10.7M | 0.19% | +12,969+36.5% | Added |
| Marietta Investment Partners LLC | 48,181 | $10.6M | 2.56% | +879+1.9% | Added |
| Woodline Partners LP | 48,065 | $10.6M | 0.07% | +13,899+40.7% | Added |
| Susquehanna International Group, LLP | 47,902 | $10.6M | 0.02% | −189,448−79.8% | Reduced |
| Palmer Knight Co | 47,741 | $10.5M | 5.12% | −754−1.6% | Reduced |
| Carderock Capital Management Inc | 47,528 | $10.5M | 2.78% | −4,027−7.8% | Reduced |
| Thomas Story & Son LLC | 47,497 | $10.5M | 4.08% | +1,527+3.3% | Added |
| First National Trust Co | 47,391 | $10.5M | 0.42% | −1,141−2.4% | Reduced |
| Oarsman Capital, Inc. | 47,020 | $10.4M | 1.87% | −204−0.4% | Reduced |
| Carmel Capital Management L.L.C. | 46,610 | $10.3M | 4.18% | 00.0% | Unchanged |
| Middleton & Co Inc | 46,534 | $10.3M | 1.20% | −6,693−12.6% | Reduced |
| Ayrshire Capital Management LLC | 46,126 | $10.2M | 4.93% | −509−1.1% | Reduced |
| M. Kraus & Co | 46,046 | $10.2M | 3.09% | −201−0.4% | Reduced |
| AMJ Financial Wealth Management | 45,801 | $10.1M | 3.03% | −292−0.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 45,704 | $10.1M | 2.45% | +45,704 | New |
| Mizuho Securities USA LLC | 45,553 | $10.1M | 0.22% | −8,368−15.5% | Reduced |
| Kestra Advisory Services, LLC | 45,044 | $9.95M | 0.05% | −87−0.2% | Reduced |
| Sanctuary Advisors, LLC | 44,597 | $9.85M | 0.07% | +2,376+5.6% | Added |
| Brooktree Capital Management | 44,448 | $9.82M | 7.36% | −4,400−9.0% | Reduced |
| Worldquant Millennium Advisors LLC | 44,434 | $9.81M | 0.06% | +41,736+1,546.9% | Added |
| NEOS Investment Management LLC | 44,183 | $9.76M | 0.19% | +7,889+21.7% | Added |
| Redmond Asset Management, LLC | 44,126 | $9.74M | 2.51% | −111−0.3% | Reduced |
| HM Payson & Co | 43,677 | $9.65M | 0.17% | −212−0.5% | Reduced |
| Hills Bank & Trust Co | 43,485 | $9.60M | 0.68% | −2,021−4.4% | Reduced |
| Moran Wealth Management, LLC | 43,428 | $9.59M | 0.32% | +43,428 | New |
| Resources Investment Advisors, LLC. | 43,042 | $9.50M | 0.11% | +14,458+50.6% | Added |
| Howe & Rusling Inc | 43,024 | $9.50M | 0.80% | +1,690+4.1% | Added |
| Marks Group Wealth Management, Inc | 42,984 | $9.49M | 0.91% | −7,297−14.5% | Reduced |
| Jacobs & Co | 42,671 | $9.42M | 1.00% | −1,040−2.4% | Reduced |
| Wilkins Investment Counsel Inc | 42,461 | $9.38M | 1.34% | −4,632−9.8% | Reduced |
| Hudson Bay Capital Management LP | 42,378 | $9.36M | 0.06% | −31,490−42.6% | Reduced |
| Pacer Advisors, Inc. | 42,181 | $9.31M | 0.02% | −12,415−22.7% | Reduced |
| Heritage Trust Co | 42,148 | $9.31M | 1.13% | +225+0.5% | Added |
| Delaney Dennis R | 42,125 | $9.30M | 5.05% | −2,965−6.6% | Reduced |
| Dnca Finance | 41,850 | $9.24M | 0.77% | −4,400−9.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,796 | $9.23M | 0.85% | −91−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 41,726 | $9.21M | 1.33% | −939−2.2% | Reduced |
| Empowered Funds, LLC | 41,658 | $9.20M | 0.13% | +31,166+297.0% | Added |
| Eagle Rock Investment Company, LLC | 41,559 | $9.18M | 1.58% | −8,445−16.9% | Reduced |
| SG Americas Securities, LLC | 41,229 | $9.11M | 0.03% | +35,100+572.7% | Added |
| Resources Management Corp | 41,075 | $9.07M | 1.28% | −370−0.9% | Reduced |
| Aryeh Capital Management Ltd. | 41,042 | $9.06M | 6.47% | −37,800−47.9% | Reduced |
| CMH Wealth Management LLC | 39,817 | $8.79M | 2.20% | +320+0.8% | Added |
| Ironwood Investment Counsel, LLC | 39,611 | $8.75M | 1.51% | +525+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 39,552 | $8.73M | 0.10% | +11,621+41.6% | Added |
| Live Oak Private Wealth LLC | 39,364 | $8.69M | 1.41% | −10,933−21.7% | Reduced |