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 |
|---|---|---|---|---|---|
| Clark Estates Inc | 25,300 | $5.59M | 1.18% | −30,000−54.2% | Reduced |
| First Financial Bank - Trust Division | 25,298 | $5.59M | 0.54% | +138+0.5% | Added |
| E. Ohman J:or Asset Management AB | 25,140 | $5.55M | 0.15% | −960−3.7% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 25,000 | $5.52M | 2.96% | +25,000 | New |
| Saranac Partners Ltd | 24,880 | $5.49M | 3.12% | +24,880 | New |
| Wisconsin Capital Management LLC | 24,715 | $5.46M | 3.48% | +3,412+16.0% | Added |
| Horizon Investment Services, LLC | 24,610 | $5.43M | 2.64% | +451+1.9% | Added |
| Marex Group plc | 24,524 | $5.42M | 0.10% | +100.0% | Added |
| BancorpSouth Bank | 24,375 | $5.38M | 0.38% | −757−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,172 | $5.34M | 0.01% | +14,079+139.5% | Added |
| Wealthspire Advisors, LLC | 24,044 | $5.31M | 0.03% | +11,323+89.0% | Added |
| Capital Analysts, LLC | 23,788 | $5.25M | 0.20% | +788+3.4% | Added |
| Longbow Finance SA | 23,689 | $5.23M | 0.63% | +8,532+56.3% | Added |
| Robbins Farley LLC | 23,671 | $5.23M | 2.77% | −3,896−14.1% | Reduced |
| Jag Capital Management, LLC | 23,513 | $5.19M | 0.69% | −1,674−6.6% | Reduced |
| Investment Management Corp of Ontario | 23,502 | $5.19M | 0.11% | +23,502 | New |
| Soltis Investment Advisors LLC | 23,474 | $5.18M | 0.46% | +2,613+12.5% | Added |
| Consolidated Planning Corp | 23,433 | $5.17M | 0.71% | +639+2.8% | Added |
| Ascent Group, LLC | 23,281 | $5.14M | 0.22% | −4,398−15.9% | Reduced |
| TD Waterhouse Canada Inc. | 23,101 | $5.13M | 0.04% | −7,726−25.1% | Reduced |
| Keel Point, LLC | 23,110 | $5.10M | 0.40% | −1,092−4.5% | Reduced |
| Horan Capital Advisors, LLC. | 23,075 | $5.10M | 1.72% | −4,551−16.5% | Reduced |
| Becker Capital Management Inc | 23,032 | $5.09M | 0.17% | +32+0.1% | Added |
| Fairvoy Private Wealth, LLC | 22,886 | $5.05M | 1.39% | −5,861−20.4% | Reduced |
| Indiana Trust & Investment Management CO | 22,767 | $5.03M | 1.82% | −385−1.7% | Reduced |
| CWM, LLC | 22,521 | $4.97M | 0.02% | +165+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 22,249 | $4.91M | 1.42% | +98+0.4% | Added |
| Stephens Inc | 22,185 | $4.90M | 0.07% | −912−3.9% | Reduced |
| Ieq Capital, LLC | 22,102 | $4.88M | 0.04% | −9,692−30.5% | Reduced |
| Birch Capital Management, LLC | 21,830 | $4.82M | 2.51% | −261−1.2% | Reduced |
| First National Advisers, LLC | 21,793 | $4.81M | 0.77% | −376−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 21,700 | $4.79M | 1.21% | −440−2.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 21,550 | $4.76M | 0.44% | +1,100+5.4% | Added |
| Waratah Capital Advisors Ltd. | 21,539 | $4.76M | 0.32% | +21,539 | New |
| Park Avenue Securities LLC | 21,514 | $4.75M | 0.06% | +1,147+5.6% | Added |
| Cornerstone Advisors, LLC | 21,500 | $4.75M | 0.20% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 21,421 | $4.73M | 0.11% | −962−4.3% | Reduced |
| Omers Administration Corp | 21,394 | $4.72M | 0.04% | −8,451−28.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,948 | $4.70M | 0.05% | +5,134+30.5% | Added |
| Ami Investment Management Inc | 21,245 | $4.69M | 1.51% | −1,258−5.6% | Reduced |
| Moors & Cabot, Inc. | 21,155 | $4.67M | 0.24% | −597−2.7% | Reduced |
| Mission Wealth Management, LP | 21,095 | $4.66M | 0.12% | +474+2.3% | Added |
| Robertson Stephens Wealth Management, LLC | 20,987 | $4.63M | 0.17% | −971−4.4% | Reduced |
| Oddo BHF Asset Management SAS | 20,895 | $4.61M | 0.19% | +12,104+137.7% | Added |
| Trust Co of Oklahoma | 20,885 | $4.61M | 1.59% | −913−4.2% | Reduced |
| Ofi Invest Asset Management | 22,547 | $4.61M | 0.12% | −898−3.8% | Reduced |
| M&G Plc | 20,734 | $4.58M | 0.02% | −23,519−53.1% | Reduced |
| Empirical Finance, LLC | 20,684 | $4.57M | 0.28% | +288+1.4% | Added |
| Siemens Fonds Invest GmbH | 20,611 | $4.55M | 0.31% | +153+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,530 | $4.53M | 0.13% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,498 | $4.53M | 0.16% | −190−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,467 | $4.52M | 0.26% | −1,826−8.2% | Reduced |
| Capital International Sarl | 20,376 | $4.50M | 0.10% | +6,560+47.5% | Added |
| First National Bank of Omaha | 20,290 | $4.48M | 0.31% | −447−2.2% | Reduced |
| Merit Financial Group, LLC | 20,257 | $4.47M | 0.07% | +454+2.3% | Added |
| LaFleur & Godfrey LLC | 20,239 | $4.47M | 0.61% | +2,123+11.7% | Added |
| Van Eck Associates Corp | 20,172 | $4.46M | 0.01% | −2,527−11.1% | Reduced |
| TD Private Client Wealth LLC | 20,167 | $4.45M | 0.12% | +15,727+354.2% | Added |
| Plato Investment Management Ltd | 19,944 | $4.45M | 0.38% | −5,438−21.4% | Reduced |
| KLCM Advisors, Inc. | 20,123 | $4.44M | 0.52% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,112 | $4.44M | 0.14% | +500+2.5% | Added |
| Bryn Mawr Trust Co | 20,093 | $4.44M | 0.08% | +1,564+8.4% | Added |
| Investment Research & Advisory Group, Inc. | 20,060 | $4.43M | 1.86% | +102+0.5% | Added |
| Agate Pass Investment Management, LLC | 19,939 | $4.40M | 1.88% | −1,452−6.8% | Reduced |
| Hamilton Capital Partners Inc. | 19,819 | $4.38M | 0.28% | +1,971+11.0% | Added |
| Alpha Cubed Investments, LLC | 19,798 | $4.37M | 0.20% | −524−2.6% | Reduced |
| Everence Capital Management Inc | 19,746 | $4.36M | 0.30% | 00.0% | Unchanged |
| Allstate Corp | 19,720 | $4.35M | 0.13% | +2,495+14.5% | Added |
| Sandler Capital Management | 19,460 | $4.30M | 1.40% | −13,755−41.4% | Reduced |
| Cox Capital Mgt LLC | 19,410 | $4.29M | 3.13% | −503−2.5% | Reduced |
| Advisor Resource Council | 21,104 | $4.28M | 0.35% | +21,104 | New |
| Atlantic Edge Private Wealth Management, LLC | 19,138 | $4.23M | 1.29% | −30−0.2% | Reduced |
| Olstein Capital Management, L.P. | 19,000 | $4.20M | 0.77% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 18,973 | $4.19M | 0.36% | −588−3.0% | Reduced |
| Palumbo Wealth Management LLC | 18,958 | $4.19M | 1.40% | +2,596+15.9% | Added |
| Chase Investment Counsel Corp | 18,956 | $4.19M | 1.53% | +18,956 | New |
| Keeler Thomas Management LLC | 18,623 | $4.11M | 2.01% | −5,993−24.3% | Reduced |
| Salvus Wealth Management, LLC | 18,484 | $4.08M | 2.56% | +2,943+18.9% | Added |
| BDF-Gestion | 18,387 | $4.06M | 0.45% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 18,369 | $4.05M | 0.01% | −4,617−20.1% | Reduced |
| Trinity Financial Advisors LLC | 18,532 | $4.02M | 1.45% | −482−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,094 | $4.00M | 0.06% | +30+0.2% | Added |
| Berger Financial Group, Inc | 18,040 | $3.98M | 0.28% | +53+0.3% | Added |
| Banque Cantonale Vaudoise | 17,829 | $3.94M | 0.17% | +17,829 | New |
| Ellenbecker Investment Group | 17,796 | $3.93M | 0.71% | −163−0.9% | Reduced |
| Buffington Mohr McNeal | 17,780 | $3.93M | 0.77% | −12,503−41.3% | Reduced |
| Hall Laurie J Trustee | 17,775 | $3.93M | 1.40% | −510−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,745 | $3.92M | 0.01% | −1,974−10.0% | Reduced |
| Simplex Trading, LLC | 17,673 | $3.90M | 0.14% | −26,736−60.2% | Reduced |
| AMG National Trust Bank | 17,665 | $3.90M | 0.11% | +124+0.7% | Added |
| Vinva Investment Management Ltd | 17,879 | $3.86M | 0.16% | −10,898−37.9% | Reduced |
| CHB Investment Group, LLC | 17,404 | $3.84M | 2.04% | −162−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,393 | $3.84M | 0.14% | +490+2.9% | Added |
| GAMMA Investing LLC | 17,307 | $3.82M | 0.29% | −240−1.4% | Reduced |
| Coldstream Capital Management Inc | 17,180 | $3.79M | 0.08% | −109−0.6% | Reduced |
| Clayton Partners LLC | 17,105 | $3.78M | 3.29% | −10,244−37.5% | Reduced |
| Fulton Bank, N.A. | 16,995 | $3.75M | 0.15% | −2,166−11.3% | Reduced |
| Pinnacle Associates Ltd | 16,794 | $3.71M | 0.05% | +57+0.3% | Added |
| Savant Capital, LLC | 16,779 | $3.71M | 0.03% | −11,606−40.9% | Reduced |
| Broyhill Asset Management | 16,776 | $3.70M | 3.01% | −5,529−24.8% | Reduced |