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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 11,536 | $2.55M | 0.85% | +11,536 | New |
| Jacobi Capital Management LLC | 11,377 | $2.51M | 0.19% | +273+2.5% | Added |
| Arvest Investments, Inc. | 11,312 | $2.50M | 0.39% | −155−1.4% | Reduced |
| Equitable Holdings, Inc. | 11,251 | $2.48M | 0.02% | +2,322+26.0% | Added |
| Chilton Investment Co LLC | 11,178 | $2.47M | 0.06% | −277−2.4% | Reduced |
| Abundance Wealth Counselors | 11,293 | $2.45M | 0.51% | +185+1.7% | Added |
| Knollwood Investment Advisory, LLC | 11,056 | $2.44M | 0.27% | 00.0% | Unchanged |
| Anb Bank | 11,035 | $2.44M | 1.09% | −75−0.7% | Reduced |
| Signature Wealth Management Group | 11,022 | $2.43M | 0.95% | −419−3.7% | Reduced |
| Brighton Jones LLC | 11,006 | $2.43M | 0.08% | +6,761+159.3% | Added |
| Main Street Financial Solutions, LLC | 10,923 | $2.41M | 0.21% | +71+0.7% | Added |
| VestGen Advisors, LLC | 10,922 | $2.41M | 0.11% | +10,922 | New |
| Banco Santander, S.A. | 10,855 | $2.40M | 0.03% | +10,855 | New |
| Anderson Hoagland & Co | 12,209 | $2.39M | 0.28% | −9,421−43.6% | Reduced |
| First Horizon Advisors, Inc. | 10,801 | $2.39M | 0.07% | −980−8.3% | Reduced |
| Aviso Financial Inc. | 10,792 | $2.38M | 0.12% | −2,099−16.3% | Reduced |
| Cypress Advisory Group LLC | 10,785 | $2.38M | 2.17% | 00.0% | Unchanged |
| Bokf, NA | 10,783 | $2.38M | 0.04% | −25−0.2% | Reduced |
| Robinson Value Management, Ltd. | 10,756 | $2.38M | 1.53% | −7,189−40.1% | Reduced |
| AdvisorNet Financial, Inc | 10,716 | $2.37M | 0.18% | +8+0.1% | Added |
| Transcend Wealth Collective, LLC | 10,675 | $2.36M | 0.17% | +4,033+60.7% | Added |
| Great Lakes Advisors, LLC | 10,661 | $2.35M | 0.02% | −184−1.7% | Reduced |
| ICW Investment Advisors LLC | 10,648 | $2.35M | 0.96% | +77+0.7% | Added |
| Duncker Streett & Co Inc | 10,490 | $2.32M | 0.46% | −367−3.4% | Reduced |
| Benjamin Edwards Inc | 10,485 | $2.32M | 0.03% | −84−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 10,200 | $2.25M | 0.02% | +10,200 | New |
| Equitable Trust Co | 10,191 | $2.25M | 0.12% | +9,008+761.5% | Added |
| Exchange Traded Concepts, LLC | 10,138 | $2.24M | 0.04% | −2,952−22.6% | Reduced |
| Embree Financial Group | 10,131 | $2.24M | 0.37% | +31+0.3% | Added |
| Group One Trading, L.P. | 10,112 | $2.23M | 0.09% | −23,232−69.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,076 | $2.23M | 0.04% | +1,126+12.6% | Added |
| MUFG Securities Americas Inc. | 10,070 | $2.22M | 0.26% | +1,672+19.9% | Added |
| Johnson Investment Counsel Inc | 9,896 | $2.19M | 0.02% | +85+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 9,825 | $2.17M | 0.52% | −3,025−23.5% | Reduced |
| Montecito Bank & Trust | 9,811 | $2.17M | 0.38% | +36+0.4% | Added |
| Archford Capital Strategies, LLC | 9,753 | $2.15M | 0.32% | +754+8.4% | Added |
| Evoke Wealth, LLC | 9,730 | $2.15M | 0.06% | +368+3.9% | Added |
| Wedbush Securities Inc | 9,724 | $2.15M | 0.08% | −375−3.7% | Reduced |
| Unique Wealth Strategies, LLC | 9,706 | $2.14M | 0.97% | −120−1.2% | Reduced |
| Smithfield Trust Co | 9,687 | $2.14M | 0.11% | −469−4.6% | Reduced |
| HighPoint Advisor Group LLC | 11,508 | $2.13M | 0.12% | +123+1.1% | Added |
| Koshinski Asset Management, Inc. | 9,624 | $2.13M | 0.18% | +2,859+42.3% | Added |
| Caliber Wealth Management, LLC | 9,613 | $2.12M | 0.29% | +9,613 | New |
| Manchester Capital Management LLC | 9,592 | $2.12M | 0.26% | −190−1.9% | Reduced |
| Qtron Investments LLC | 9,575 | $2.11M | 0.32% | −412−4.1% | Reduced |
| Gabelli Funds LLC | 9,550 | $2.11M | 0.02% | −4,480−31.9% | Reduced |
| Focus Financial Network, Inc. | 9,493 | $2.10M | 0.09% | +414+4.6% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $2.08M | 0.60% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 9,338 | $2.06M | 0.04% | +241+2.6% | Added |
| Umb Bank N A | 9,284 | $2.05M | 0.03% | +262+2.9% | Added |
| Pitcairn Co | 9,182 | $2.03M | 0.12% | −139−1.5% | Reduced |
| Centiva Capital, LP | 9,055 | $2.00M | 0.12% | +6,458+248.7% | Added |
| Farther Finance Advisors, LLC | 8,980 | $1.99M | 0.05% | +1,411+18.6% | Added |
| Central Pacific Bank - Trust Division | 9,004 | $1.99M | 0.28% | −909−9.2% | Reduced |
| Brookstone Capital Management | 8,987 | $1.98M | 0.03% | +165+1.9% | Added |
| Optiver Holding B.V. | 8,973 | $1.98M | 0.08% | +8,973 | New |
| Callahan Advisors, LLC | 8,910 | $1.97M | 0.19% | −50−0.6% | Reduced |
| Lindbrook Capital, LLC | 8,907 | $1.97M | 0.18% | −3,033−25.4% | Reduced |
| Smartleaf Asset Management LLC | 9,082 | $1.96M | 0.19% | −29−0.3% | Reduced |
| Greenland Capital Management LP | 8,859 | $1.96M | 0.34% | −870−8.9% | Reduced |
| First Interstate Bank | 8,859 | $1.96M | 0.12% | −303−3.3% | Reduced |
| CWA Asset Management Group, LLC | 8,837 | $1.95M | 0.09% | +3,848+77.1% | Added |
| Wayfinding Financial, LLC | 8,836 | $1.95M | 0.85% | +9+0.1% | Added |
| Key Financial Inc | 8,834 | $1.95M | 0.42% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,821 | $1.95M | 0.06% | +4,288+94.6% | Added |
| Owen LaRue, LLC | 8,783 | $1.94M | 0.97% | +163+1.9% | Added |
| GLOBALT Investments LLC | 8,748 | $1.93M | 0.08% | −3,859−30.6% | Reduced |
| Change Path, LLC | 8,722 | $1.93M | 0.06% | −1,604−15.5% | Reduced |
| CenterBook Partners LP | 8,712 | $1.92M | 0.12% | −9,459−52.1% | Reduced |
| Freestone Capital Holdings, LLC | 8,640 | $1.91M | 0.07% | +30+0.3% | Added |
| Moneta Group Investment Advisors LLC | 8,605 | $1.90M | 0.03% | −182−2.1% | Reduced |
| Abacus Planning Group, Inc. | 8,566 | $1.89M | 0.33% | +202+2.4% | Added |
| Twin Tree Management, LP | 8,552 | $1.89M | 0.04% | +8,552 | New |
| Ballentine Partners, LLC | 8,519 | $1.88M | 0.03% | +529+6.6% | Added |
| Bayesian Capital Management, LP | 8,479 | $1.87M | 0.31% | +8,479 | New |
| Granite Investment Partners, LLC | 8,440 | $1.86M | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 8,432 | $1.86M | 0.25% | +152+1.8% | Added |
| Convergence Financial, LLC | 8,399 | $1.85M | 0.36% | +343+4.3% | Added |
| Bowman & Co S.C. | 8,394 | $1.85M | 0.91% | +459+5.8% | Added |
| Inceptionr LLC | 8,373 | $1.85M | 0.55% | +4,853+137.9% | Added |
| Frank, Rimerman Advisors LLC | 8,327 | $1.84M | 0.15% | −578−6.5% | Reduced |
| Skopos Labs, Inc. | 8,322 | $1.84M | 0.40% | +3,908+88.5% | Added |
| Integral Investment Advisors, Inc. | 8,315 | $1.84M | 0.59% | −37−0.4% | Reduced |
| Flputnam Investment Management Co | 8,311 | $1.84M | 0.03% | +172+2.1% | Added |
| Brown Brothers Harriman & Co | 8,288 | $1.83M | 0.01% | −370−4.3% | Reduced |
| NBT Bank N A | 8,284 | $1.83M | 0.13% | +635+8.3% | Added |
| Moody National Bank Trust Division | 8,262 | $1.82M | 0.19% | −7−0.1% | Reduced |
| Landaas & Co | 8,233 | $1.82M | 0.50% | −126−1.5% | Reduced |
| Prospera Financial Services Inc | 8,212 | $1.81M | 0.04% | +440+5.7% | Added |
| Horizon Investments, LLC | 8,210 | $1.81M | 0.05% | +304+3.8% | Added |
| Addison Advisors LLC | 8,199 | $1.81M | 0.49% | +40+0.5% | Added |
| Ifrah Financial Services, Inc. | 8,187 | $1.81M | 0.52% | −779−8.7% | Reduced |
| Profund Advisors LLC | 8,124 | $1.79M | 0.08% | −668−7.6% | Reduced |
| IFP Advisors, Inc | 8,120 | $1.79M | 0.06% | +478+6.3% | Added |
| Pflug Koory, LLC | 8,092 | $1.79M | 1.00% | −73−0.9% | Reduced |
| Alps Advisors Inc | 8,036 | $1.77M | 0.01% | −1,713−17.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,030 | $1.77M | 0.05% | −139−1.7% | Reduced |
| JGP Wealth Management, LLC | 7,996 | $1.77M | 0.23% | −110−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 7,901 | $1.74M | 0.02% | +401+5.3% | Added |
| Kestra Private Wealth Services, LLC | 7,891 | $1.74M | 0.03% | +230+3.0% | Added |