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 |
|---|---|---|---|---|---|
| Genus Capital Management Inc. | 16,707 | $3.69M | 0.53% | +16,707 | New |
| Axxcess Wealth Management, LLC | 16,548 | $3.65M | 0.10% | −865−5.0% | Reduced |
| Condor Capital Management | 16,500 | $3.64M | 0.34% | −423−2.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 16,477 | $3.64M | 0.34% | −725−4.2% | Reduced |
| Sovereign's Capital Management, LLC | 16,476 | $3.64M | 2.16% | −478−2.8% | Reduced |
| Atria Wealth Solutions, Inc. | 16,475 | $3.64M | 0.04% | −3,677−18.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,473 | $3.64M | 0.26% | +7,339+80.3% | Added |
| WESCAP Management Group, Inc. | 16,340 | $3.61M | 0.88% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,271 | $3.59M | 0.24% | +16,271 | New |
| North Star Investment Management Corp. | 16,268 | $3.59M | 0.26% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,195 | $3.58M | 0.90% | −180−1.1% | Reduced |
| Unique Wealth, LLC | 16,137 | $3.56M | 0.67% | +3,384+26.5% | Added |
| Argyle Capital Management Inc. | 16,003 | $3.53M | 1.31% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,917 | $3.51M | 0.02% | −366−2.2% | Reduced |
| Fairbanks Capital Management, Inc. | 15,799 | $3.49M | 2.24% | −178−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 15,713 | $3.47M | 0.21% | +809+5.4% | Added |
| Albert D Mason Inc | 15,625 | $3.45M | 2.35% | −554−3.4% | Reduced |
| RDA Financial Network | 15,609 | $3.45M | 1.03% | +658+4.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 21,166 | $3.45M | 0.19% | +21,166 | New |
| Davenport & Co LLC | 15,548 | $3.43M | 0.02% | +1,286+9.0% | Added |
| EP Wealth Advisors, LLC | 15,517 | $3.43M | 0.03% | +2,958+23.6% | Added |
| Ashton Thomas Private Wealth, LLC | 15,515 | $3.43M | 0.13% | −2,554−14.1% | Reduced |
| Sterling Capital Management LLC | 15,446 | $3.41M | 0.05% | −3,651−19.1% | Reduced |
| Kendall Capital Management | 15,418 | $3.40M | 1.00% | +345+2.3% | Added |
| Sagespring Wealth Partners, LLC | 15,308 | $3.38M | 0.09% | +2,621+20.7% | Added |
| City Holding Co | 15,308 | $3.38M | 0.48% | +590+4.0% | Added |
| Tower Research Capital LLC (TRC) | 15,390 | $3.34M | 0.10% | −14,488−48.5% | Reduced |
| Soros Capital Management LLC | 15,090 | $3.33M | 0.85% | −29,432−66.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,027 | $3.32M | 0.01% | −18,954−55.8% | Reduced |
| Asio Capital, LLC | 14,928 | $3.30M | 0.64% | +289+2.0% | Added |
| Davidson Capital Management Inc. | 14,873 | $3.28M | 0.89% | −5,230−26.0% | Reduced |
| Eads & Heald Wealth Management | 14,861 | $3.28M | 1.67% | −1,722−10.4% | Reduced |
| Decatur Capital Management, Inc. | 14,862 | $3.28M | 1.70% | +30+0.2% | Added |
| Roundview Capital LLC | 14,799 | $3.27M | 0.24% | −22−0.1% | Reduced |
| Graham Capital Management, L.P. | 14,739 | $3.25M | 0.10% | +14,739 | New |
| Greenleaf Trust | 14,710 | $3.25M | 0.03% | +782+5.6% | Added |
| Ostrum Asset Management | 14,612 | $3.23M | 0.17% | −3,426−19.0% | Reduced |
| Integrated Wealth Concepts LLC | 14,519 | $3.21M | 0.04% | +37+0.3% | Added |
| Burney Co | 14,362 | $3.17M | 0.12% | −501−3.4% | Reduced |
| Chicago Capital, LLC | 14,169 | $3.13M | 0.09% | +5,809+69.5% | Added |
| Quadrant Capital Group LLC | 14,150 | $3.12M | 0.12% | +7,505+112.9% | Added |
| Morningstar Investment Services LLC | 14,113 | $3.12M | 0.57% | −19,462−58.0% | Reduced |
| Meridian Management Co | 14,071 | $3.11M | 0.96% | −16,484−53.9% | Reduced |
| VisionPoint Advisory Group, LLC | 14,009 | $3.09M | 1.06% | −7,745−35.6% | Reduced |
| Baldwin Investment Management, LLC | 13,900 | $3.07M | 0.37% | −300−2.1% | Reduced |
| Howland Capital Management LLC | 13,874 | $3.06M | 0.14% | +64+0.5% | Added |
| Ameritas Advisory Services, LLC | 14,584 | $3.06M | 0.12% | −788−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 13,867 | $3.06M | 0.30% | −32−0.2% | Reduced |
| Qube Research & Technologies Ltd | 13,821 | $3.05M | 0.00% | +13,821 | New |
| Congress Wealth Management LLC | 13,733 | $3.04M | 0.04% | +10,027+270.6% | Added |
| Thoroughbred Financial Services, LLC | 13,740 | $3.03M | 0.19% | +170+1.3% | Added |
| Bridges Investment Management Inc | 13,619 | $3.01M | 0.04% | −3,193−19.0% | Reduced |
| Patton Fund Management, Inc. | 13,575 | $3.00M | 0.73% | +13,575 | New |
| Benchmark Investment Advisors LLC | 13,468 | $2.97M | 1.93% | +1,570+13.2% | Added |
| Hardy Reed LLC | 13,398 | $2.96M | 0.26% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,324 | $2.96M | 1.14% | +19+0.1% | Added |
| Fayez Sarofim & Co | 13,344 | $2.95M | 0.01% | −200−1.5% | Reduced |
| Citizens Financial Group Inc | 13,333 | $2.94M | 0.06% | +400+3.1% | Added |
| Signaturefd, LLC | 13,208 | $2.92M | 0.06% | +241+1.9% | Added |
| Cullen Investment Group, Ltd. | 13,141 | $2.90M | 0.44% | −678−4.9% | Reduced |
| Central Trust Co | 13,095 | $2.89M | 0.07% | −1,474−10.1% | Reduced |
| Bamco Inc | 13,000 | $2.87M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,000 | $2.87M | 0.01% | +531+4.3% | Added |
| United Services Automobile Association | 13,208 | $2.85M | 0.09% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,843 | $2.84M | 0.84% | −1,469−10.3% | Reduced |
| We Are One Seven, LLC | 12,813 | $2.83M | 0.11% | −2,908−18.5% | Reduced |
| Independent Advisor Alliance | 12,800 | $2.83M | 0.09% | +1,020+8.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.82M | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,770 | $2.82M | 0.07% | +459+3.7% | Added |
| Midwest Professional Planners, LTD. | 12,746 | $2.81M | 0.88% | +167+1.3% | Added |
| Sabal Trust CO | 12,649 | $2.79M | 0.16% | −17−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,633 | $2.79M | 0.99% | −323−2.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,623 | $2.79M | 0.55% | +195+1.6% | Added |
| Newman Dignan & Sheerar, Inc. | 12,503 | $2.76M | 0.75% | −355−2.8% | Reduced |
| Graphene Investments SAS | 12,500 | $2.76M | 2.02% | −2,200−15.0% | Reduced |
| Boston Partners | 12,491 | $2.76M | 0.00% | +6,020+93.0% | Added |
| D. E. Shaw & Co., Inc. | 12,491 | $2.76M | 0.00% | −77,212−86.1% | Reduced |
| Legacy Advisors, LLC | 12,475 | $2.75M | 0.29% | +1,810+17.0% | Added |
| Westpac Banking Corp | 12,460 | $2.75M | 0.20% | +6,927+125.2% | Added |
| Tiaa Trust, National Association | 12,404 | $2.74M | 0.01% | −1,527−11.0% | Reduced |
| Sawyer & Company, Inc | 12,374 | $2.73M | 1.10% | −194−1.5% | Reduced |
| V-Square Quantitative Management LLC | 12,363 | $2.73M | 0.40% | +666+5.7% | Added |
| Palisade Asset Management, LLC | 12,353 | $2.73M | 0.28% | +103+0.8% | Added |
| Annex Advisory Services, LLC | 12,328 | $2.72M | 0.08% | −86−0.7% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $2.71M | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 12,206 | $2.70M | 0.11% | +794+7.0% | Added |
| Trillium Asset Management, LLC | 12,142 | $2.68M | 0.08% | +10,887+867.5% | Added |
| Kovack Advisors, Inc. | 12,086 | $2.67M | 0.28% | −25−0.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,085 | $2.67M | 1.17% | −286−2.3% | Reduced |
| Covey Capital Advisors, LLC | 12,073 | $2.67M | 3.07% | +90+0.8% | Added |
| Barbara Oil Co. | 12,000 | $2.65M | 1.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,945 | $2.64M | 0.00% | −418,512−97.2% | Reduced |
| WealthShield Partners, LLC | 11,823 | $2.61M | 0.34% | +367+3.2% | Added |
| Invera Wealth Advisors, LLC | 11,758 | $2.60M | 1.68% | +11,758 | New |
| Twin Capital Management Inc | 11,706 | $2.59M | 0.30% | −59−0.5% | Reduced |
| Harbour Investments, Inc. | 11,703 | $2.58M | 0.07% | −90−0.8% | Reduced |
| Westover Capital Advisors, LLC | 11,683 | $2.58M | 0.57% | +2,601+28.6% | Added |
| Johnson Financial Group, Inc. | 11,629 | $2.57M | 0.13% | −423−3.5% | Reduced |
| NBC Securities, Inc. | 11,599 | $2.56M | 0.22% | +11,588+105,345.5% | Added |
| Dakota Wealth Management | 11,567 | $2.55M | 0.06% | −1,422−10.9% | Reduced |