Fiserv Inc

FISV

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0000798354

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Fiserv Inc as of Jun 30, 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: 1,848; −56 vs. Q1 2025
Shares held: 490.0M; −19.0M (−3.7%) vs. Q1 2025
Total value: $84.5B; −$27.8B (−24.7%) vs. Q1 2025
New holders: 185; 745 more added
Sold out: 241; 669 more reduced

36 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,848 institutions

Value heldQ2 2025: $84.5B

Institutions holding FISV and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2025.

Institutions holding FISV in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wood Tarver Financial Group, LLC	2	$0	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	2	$346	0.00%	+2	New
Inlight Wealth Management, LLC	3	$517	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	4	$690	0.00%	+4	New
Hughes Financial Services, LLC	6	$804	0.00%	−26−81.3%	Reduced
Olistico Wealth, LLC	5	$862	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	5	$863	0.00%	+5	New
Quest 10 Wealth Builders, Inc.	5	$888	0.00%	00.0%	Unchanged
Picton Mahoney Asset Management	6	$1.00K	0.00%	−5,063−99.9%	Reduced
True Wealth Design, LLC	6	$1.01K	0.00%	−27−81.8%	Reduced
Smallwood Wealth Investment Management, LLC	6	$1.03K	0.00%	+6	New
Redwood Park Advisors LLC	6	$1.03K	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	6	$1.03K	0.00%	+6	New
Transce3nd, LLC	7	$1.21K	0.00%	−1,000−99.3%	Reduced
First Command Advisory Services, Inc.	7	$1.21K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	7	$1.21K	0.00%	+1+16.7%	Added
Vermillion Wealth Management, Inc.	8	$1.38K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	8	$1.38K	0.00%	+4+100.0%	Added
Delos Wealth Advisors, LLC	8	$1.38K	0.00%	+8	New
1620 Investment Advisors, Inc.	8	$1.41K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	9	$1.55K	0.00%	+2+28.6%	Added
Caldwell Sutter Capital, Inc.	10	$1.72K	0.00%	00.0%	Unchanged
S&T Bank	11	$1.90K	0.00%	+3+37.5%	Added
DAGCO, Inc.	12	$2.07K	0.00%	00.0%	Unchanged
PayPay Securities Corp	12	$2.07K	0.10%	+4+50.0%	Added
WestEnd Advisors, LLC	13	$2.24K	0.00%	−3−18.8%	Reduced
JDM Financial Group LLC	13	$2.24K	0.00%	00.0%	Unchanged
NVWM, LLC	14	$2.41K	0.00%	−5,393−99.7%	Reduced
SJS Investment Consulting Inc.	15	$2.59K	0.00%	−24−61.5%	Reduced
Stephens Consulting, LLC	15	$2.59K	0.00%	+15	New
Glen Eagle Advisors, LLC	16	$2.76K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	16	$2.76K	0.00%	+16	New
WealthTrak Capital Management LLC	20	$3.45K	0.00%	−15−42.9%	Reduced
FWL Investment Management, LLC	21	$3.62K	0.00%	00.0%	Unchanged
New Millennium Group LLC	21	$3.62K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	21	$3.62K	0.00%	+21	New
Essential Partners LLC	21	$3.62K	0.00%	+21	New
Ridgewood Investments LLC	23	$3.88K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	23	$3.96K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	23	$3.97K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	25	$4.31K	0.00%	−32−56.1%	Reduced
Principia Wealth Advisory, LLC	25	$4.31K	0.00%	+9+56.3%	Added
TFC Financial Management	25	$4.31K	0.00%	00.0%	Unchanged
Breakwater Investment Management	25	$4.31K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	27	$4.66K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	27	$4.66K	0.00%	+27	New
Trifecta Capital Advisors, LLC	28	$4.83K	0.00%	00.0%	Unchanged
First United Bank Trust	29	$5.00K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	30	$5.17K	0.00%	00.0%	Unchanged
BFSG, LLC	31	$5.34K	0.00%	−4,427−99.3%	Reduced
Activest Wealth Management	31	$5.34K	0.00%	−99−76.2%	Reduced
Bay Harbor Wealth Management, LLC	32	$5.52K	0.00%	+11+52.4%	Added
LGT Financial Advisors LLC	33	$5.69K	0.01%	+33	New
Valued Wealth Advisors LLC	34	$5.86K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	34	$5.86K	0.00%	+2+6.3%	Added
Total Investment Management Inc	34	$5.86K	0.00%	+34	New
Tompkins Financial Corp	35	$6.03K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	35	$6.03K	0.00%	+7+25.0%	Added
WealthCollab, LLC	36	$6.21K	0.00%	+27+300.0%	Added
Tidemark, LLC	37	$6.38K	0.00%	+10+37.0%	Added
Mid-American Wealth Advisory Group, Inc.	37	$6.38K	0.00%	+37	New
Bogart Wealth, LLC	38	$6.55K	0.00%	−4−9.5%	Reduced
Kestra Investment Management, LLC	30	$6.63K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	39	$6.72K	0.00%	−1−2.5%	Reduced
DiNuzzo Private Wealth, Inc.	39	$6.72K	0.00%	+1+2.6%	Added
ROSS\JOHNSON & Associates LLC	42	$7.24K	0.15%	00.0%	Unchanged
Investment Management Corp	43	$7.41K	0.01%	−2,814−98.5%	Reduced
TCTC Holdings, LLC	44	$7.59K	0.00%	00.0%	Unchanged
GFG Capital, LLC	47	$8.10K	0.00%	+47	New
Salomon & Ludwin, LLC	49	$8.45K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	50	$8.62K	0.00%	00.0%	Unchanged
Consultiva Wealth Management, Corp.	51	$8.79K	0.03%	00.0%	Unchanged
Hoey Investments, Inc	52	$8.97K	0.00%	00.0%	Unchanged
Maseco LLP	53	$9.14K	0.00%	+53	New
Bare Financial Services, Inc	53	$9.14K	0.00%	+42+381.8%	Added
LFA - Lugano Financial Advisors SA	53	$9.14K	0.01%	+53	New
IMG Wealth Management, Inc.	56	$9.65K	0.01%	+56	New
Spurstone Advisory Services, LLC	60	$10.3K	0.16%	+60	New
YANKCOM Partnership	62	$10.7K	0.01%	00.0%	Unchanged
Red Tortoise LLC	67	$11.6K	0.01%	00.0%	Unchanged
Avion Wealth	77	$12.0K	0.00%	+5+6.9%	Added
Arlington Trust Co LLC	73	$12.6K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	74	$12.8K	0.00%	+51+221.7%	Added
Beacon Capital Management, LLC	76	$13.0K	0.00%	00.0%	Unchanged
Bangor Savings Bank	76	$13.1K	0.00%	+76	New
Pandora Wealth, Inc.	81	$14.0K	0.01%	+37+84.1%	Added
CBIZ Investment Advisory Services, LLC	85	$14.7K	0.00%	+56+193.1%	Added
Bullock Wealth Management Group	85	$14.7K	0.01%	00.0%	Unchanged
Delta Asset Management LLC	90	$15.5K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	90	$15.5K	0.01%	00.0%	Unchanged
PFS Partners, LLC	90	$15.5K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	95	$16.4K	0.00%	−12−11.2%	Reduced
Creative Financial Designs Inc	96	$16.6K	0.00%	−2−2.0%	Reduced
Whipplewood Advisors, LLC	96	$16.6K	0.01%	+12+14.3%	Added
Park Square Financial Group, LLC	97	$16.7K	0.01%	−13−11.8%	Reduced
Ogorek Anthony Joseph	100	$17.0K	0.01%	−62−38.3%	Reduced
Aspect Partners, LLC	99	$17.1K	0.01%	−11−10.0%	Reduced
Sachetta, LLC	99	$17.1K	0.01%	−3−2.9%	Reduced
Pineridge Advisors LLC	99	$17.1K	0.01%	+8+8.8%	Added
Godsey & Gibb Associates	100	$17.2K	0.00%	00.0%	Unchanged