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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 39,341 | $8.69M | 0.21% | −3,825−8.9% | Reduced |
| Vontobel Holding Ltd. | 39,238 | $8.66M | 0.03% | +111+0.3% | Added |
| Captrust Financial Advisors | 39,132 | $8.64M | 0.02% | +8,176+26.4% | Added |
| Hantz Financial Services, Inc. | 38,826 | $8.57M | 0.15% | −7,590−16.4% | Reduced |
| Cary Street Partners Financial LLC | 38,742 | $8.56M | 0.27% | −1,658−4.1% | Reduced |
| Kentucky Retirement Systems | 38,676 | $8.54M | 0.26% | −887−2.2% | Reduced |
| Core Alternative Capital | 38,423 | $8.48M | 2.04% | −8,671−18.4% | Reduced |
| Geneos Wealth Management Inc. | 38,273 | $8.45M | 0.28% | +3,618+10.4% | Added |
| John G Ullman & Associates Inc | 38,237 | $8.44M | 1.30% | −323−0.8% | Reduced |
| HB Wealth Management, LLC | 38,115 | $8.42M | 0.07% | +9,332+32.4% | Added |
| Nemes Rush Group LLC | 38,106 | $8.41M | 1.06% | +2,329+6.5% | Added |
| Generate Investment Management Ltd | 37,975 | $8.39M | 0.59% | −76,768−66.9% | Reduced |
| Patton Albertson Miller Group, LLC | 37,839 | $8.36M | 1.24% | −9,532−20.1% | Reduced |
| Marshall & Sullivan Inc | 37,552 | $8.29M | 4.21% | −2,423−6.1% | Reduced |
| Verdence Capital Advisors LLC | 37,357 | $8.25M | 0.63% | −4,845−11.5% | Reduced |
| Cloverfields Capital Group, LP | 37,336 | $8.24M | 2.72% | −3,071−7.6% | Reduced |
| Nicollet Investment Management, Inc. | 37,041 | $8.18M | 2.88% | +2,919+8.6% | Added |
| Thompson Investment Management, Inc. | 36,940 | $8.16M | 1.22% | −4,382−10.6% | Reduced |
| Fiduciary Trust Co | 36,468 | $8.05M | 0.11% | +7,289+25.0% | Added |
| Spire Wealth Management | 36,370 | $8.03M | 0.26% | −5,178−12.5% | Reduced |
| Notis-McConarty Edward | 36,338 | $8.02M | 4.13% | −1,420−3.8% | Reduced |
| Guggenheim Capital LLC | 35,545 | $7.85M | 0.07% | −2,110−5.6% | Reduced |
| MAI Capital Management | 35,514 | $7.84M | 0.06% | −1,063−2.9% | Reduced |
| Eley Financial Management, Inc | 35,233 | $7.82M | 3.13% | −595−1.7% | Reduced |
| Value Holdings Management Co. LLC | 35,000 | $7.73M | 1.45% | 00.0% | Unchanged |
| Hartford Investment Management Co | 34,721 | $7.67M | 0.27% | −481−1.4% | Reduced |
| Anchor Investment Management, LLC | 34,568 | $7.63M | 0.71% | −49−0.1% | Reduced |
| DF Dent & Co Inc | 34,035 | $7.52M | 0.10% | −510−1.5% | Reduced |
| AdvisorShares Investments LLC | 33,826 | $7.51M | 1.47% | −315−0.9% | Reduced |
| D L Carlson Investment Group Inc | 33,943 | $7.50M | 1.44% | −1,025−2.9% | Reduced |
| NewSquare Capital LLC | 33,910 | $7.49M | 0.61% | +1,019+3.1% | Added |
| Baxter Bros Inc | 33,872 | $7.48M | 0.99% | −573−1.7% | Reduced |
| Nilsine Partners, LLC | 33,782 | $7.46M | 0.82% | −32−0.1% | Reduced |
| Lido Advisors, LLC | 33,646 | $7.43M | 0.04% | +4,527+15.5% | Added |
| Graybill Bartz & Assoc Ltd | 33,128 | $7.32M | 2.51% | +33,128 | New |
| Compass Wealth Management LLC | 32,933 | $7.27M | 1.85% | −1,035−3.0% | Reduced |
| Glenview Trust Co | 32,779 | $7.24M | 0.14% | −570−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 32,589 | $7.20M | 0.25% | −14,253−30.4% | Reduced |
| Argent Trust Co | 32,527 | $7.18M | 0.29% | +397+1.2% | Added |
| Qsemble Capital Management, LP | 32,440 | $7.16M | 0.76% | +32,440 | New |
| Reynders McVeigh Capital Management, LLC | 32,420 | $7.16M | 0.40% | −1,716−5.0% | Reduced |
| Buckhead Capital Management LLC | 32,391 | $7.15M | 2.29% | −3,355−9.4% | Reduced |
| Bey-Douglas LLC | 32,283 | $7.13M | 6.50% | −277−0.9% | Reduced |
| Bull Street Advisors, LLC | 32,000 | $7.07M | 3.39% | −160−0.5% | Reduced |
| Boothbay Fund Management, LLC | 31,863 | $7.04M | 0.25% | +31,863 | New |
| Gilman Hill Asset Management, LLC | 31,728 | $7.01M | 1.22% | −3,383−9.6% | Reduced |
| CAPROCK Group, Inc. | 31,654 | $6.99M | 0.21% | +16,924+114.9% | Added |
| Tandem Investment Advisors, Inc. | 31,645 | $6.99M | 0.24% | −8,488−21.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $6.97M | 1.01% | 00.0% | Unchanged |
| Selway Asset Management | 31,455 | $6.95M | 2.87% | −3,200−9.2% | Reduced |
| First Western Trust Bank | 31,296 | $6.91M | 0.33% | −2,542−7.5% | Reduced |
| FORA Capital, LLC | 31,242 | $6.90M | 0.70% | +31,242 | New |
| New Age Alpha Advisors, LLC | 31,178 | $6.89M | 0.31% | +13,706+78.4% | Added |
| Vestcor Inc | 31,072 | $6.86M | 0.23% | +10,460+50.7% | Added |
| Stone Run Capital, LLC | 30,970 | $6.84M | 2.88% | −130−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,693 | $6.78M | 0.07% | −699−2.2% | Reduced |
| Private Advisor Group, LLC | 30,648 | $6.77M | 0.04% | +299+1.0% | Added |
| Nomura Holdings Inc | 30,641 | $6.77M | 0.04% | −310−1.0% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $6.76M | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 30,309 | $6.69M | 0.06% | +909+3.1% | Added |
| Securian Asset Management, Inc | 30,150 | $6.66M | 0.20% | −426−1.4% | Reduced |
| Prudential PLC | 30,091 | $6.64M | 0.03% | +17,028+130.4% | Added |
| HGK Asset Management Inc | 29,944 | $6.61M | 1.34% | −3,832−11.3% | Reduced |
| VeriStar Capital Management LP | 29,926 | $6.61M | 12.08% | −6,436−17.7% | Reduced |
| SFE Investment Counsel | 29,569 | $6.53M | 1.30% | −2,582−8.0% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,423 | $6.50M | 1.34% | −99,577−77.2% | Reduced |
| Monarch Capital Management Inc | 29,125 | $6.43M | 1.79% | −669−2.2% | Reduced |
| Snowden Capital Advisors LLC | 29,099 | $6.43M | 0.21% | −4,426−13.2% | Reduced |
| Illinois Municipal Retirement Fund | 29,054 | $6.42M | 0.09% | 00.0% | Unchanged |
| Norinchukin Bank, The | 28,504 | $6.29M | 0.12% | +3,622+14.6% | Added |
| Silphium Asset Management Ltd | 28,451 | $6.28M | 5.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 28,013 | $6.19M | 1.72% | +146+0.5% | Added |
| Otter Creek Advisors, LLC | 27,928 | $6.17M | 4.30% | −1,800−6.1% | Reduced |
| Taylor Financial Group, Inc. | 27,748 | $6.13M | 4.26% | −494−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,726 | $6.12M | 0.19% | −3,538−11.3% | Reduced |
| EagleClaw Capital Managment, LLC | 27,595 | $6.09M | 0.96% | −190−0.7% | Reduced |
| XTX Topco Ltd | 27,571 | $6.09M | 0.31% | +3,120+12.8% | Added |
| Elefante Mark B | 27,548 | $6.08M | 4.82% | +2,853+11.6% | Added |
| ASR Vermogensbeheer N.V. | 27,267 | $6.02M | 0.09% | +27,267 | New |
| Timber Creek Capital Management LLC | 27,268 | $6.02M | 1.61% | −546−2.0% | Reduced |
| Sendero Wealth Management, LLC | 27,206 | $6.01M | 0.83% | −12,434−31.4% | Reduced |
| Metis Global Partners, LLC | 27,181 | $6.00M | 0.17% | +3,928+16.9% | Added |
| Advisory Services Network, LLC | 27,082 | $5.98M | 0.11% | +287+1.1% | Added |
| Capital City Trust Co | 26,906 | $5.94M | 1.63% | −981−3.5% | Reduced |
| Meridian Wealth Advisors, LLC | 26,865 | $5.93M | 1.01% | +1,046+4.1% | Added |
| South State Corp. | 26,845 | $5.93M | 0.27% | +164+0.6% | Added |
| Intech Investment Management LLC | 26,776 | $5.91M | 0.06% | −12,484−31.8% | Reduced |
| Graypoint LLC | 26,639 | $5.88M | 0.37% | −96−0.4% | Reduced |
| New Mexico Educational Retirement Board | 26,616 | $5.88M | 0.21% | −800−2.9% | Reduced |
| Dempze Nancy E | 26,602 | $5.87M | 3.53% | −681−2.5% | Reduced |
| Maytus Capital Management, LLC | 26,548 | $5.86M | 1.80% | +17,548+195.0% | Added |
| FFT Wealth Management LLC | 26,483 | $5.85M | 1.22% | −242−0.9% | Reduced |
| Maryland State Retirement & Pension System | 26,481 | $5.85M | 0.14% | −4,084−13.4% | Reduced |
| GWM Advisors LLC | 26,150 | $5.77M | 0.03% | +2,233+9.3% | Added |
| Altrafin AG | 26,042 | $5.75M | 2.24% | +6,042+30.2% | Added |
| Callan Family Office, LLC | 25,830 | $5.70M | 0.43% | −2,331−8.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 25,750 | $5.69M | 0.05% | −2,400−8.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,728 | $5.68M | 0.22% | −757−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 25,634 | $5.66M | 0.03% | +1,411+5.8% | Added |
| Principal Securities, Inc. | 27,317 | $5.61M | 0.13% | 00.0% | Unchanged |