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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | 7,817 | $1.35M | 0.59% | +7,817 | New |
| U.S. Capital Wealth Advisors, LLC | 7,895 | $1.36M | 0.04% | −135−1.7% | Reduced |
| Landaas & Co | 7,922 | $1.37M | 0.33% | −311−3.8% | Reduced |
| Redwood Investment Management, LLC | 7,927 | $1.37M | 0.14% | +1,949+32.6% | Added |
| Koshinski Asset Management, Inc. | 7,929 | $1.37M | 0.10% | −1,695−17.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,953 | $1.37M | 0.02% | +62+0.8% | Added |
| StoneX Group Inc. | 8,017 | $1.38M | 0.07% | +2,643+49.2% | Added |
| Thoroughbred Financial Services, LLC | 8,032 | $1.38M | 0.10% | −5,708−41.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,037 | $1.39M | 0.09% | +5,649+236.6% | Added |
| Institute for Wealth Management, LLC. | 8,044 | $1.39M | 0.15% | +1,826+29.4% | Added |
| Manchester Capital Management LLC | 8,064 | $1.39M | 0.18% | −1,528−15.9% | Reduced |
| NBT Bank N A | 8,068 | $1.39M | 0.10% | −216−2.6% | Reduced |
| Pflug Koory, LLC | 8,092 | $1.40M | 0.71% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 8,093 | $1.40M | 0.38% | −94−1.1% | Reduced |
| Darwin Advisors, LLC | 8,098 | $1.40M | 0.48% | +3,377+71.5% | Added |
| Grimes & Company, Inc. | 8,108 | $1.40M | 0.04% | +334+4.3% | Added |
| JGP Wealth Management, LLC | 8,156 | $1.41M | 0.17% | +160+2.0% | Added |
| Y.D. More Investments Ltd | 8,157 | $1.41M | 0.10% | +6,202+317.2% | Added |
| Mendel Money Management | 8,172 | $1.41M | 0.62% | +8,172 | New |
| Addison Advisors LLC | 8,189 | $1.41M | 0.35% | −10−0.1% | Reduced |
| Cooper Financial Group | 8,195 | $1.41M | 0.17% | −237−2.8% | Reduced |
| PFG Advisors | 8,254 | $1.42M | 0.07% | +8,254 | New |
| Delphi Management Inc | 8,300 | $1.43M | 1.38% | +1,546+22.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,321 | $1.43M | 0.04% | +1,505+22.1% | Added |
| Pitcairn Co | 8,327 | $1.44M | 0.09% | −855−9.3% | Reduced |
| Integral Investment Advisors, Inc. | 8,405 | $1.45M | 0.41% | +90+1.1% | Added |
| Abacus Planning Group, Inc. | 8,420 | $1.45M | 0.22% | −146−1.7% | Reduced |
| First Interstate Bank | 8,437 | $1.45M | 0.09% | −422−4.8% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $1.46M | 0.07% | 00.0% | Unchanged |
| Voleon Capital Management LP | 8,461 | $1.46M | 0.08% | +8,461 | New |
| Haverford Trust Co | 8,463 | $1.46M | 0.01% | +952+12.7% | Added |
| GLOBALT Investments LLC | 8,581 | $1.48M | 0.06% | −167−1.9% | Reduced |
| Convergence Financial, LLC | 8,582 | $1.48M | 0.25% | +183+2.2% | Added |
| Change Path, LLC | 8,583 | $1.48M | 0.04% | −139−1.6% | Reduced |
| Allworth Financial LP | 8,592 | $1.48M | 0.01% | +875+11.3% | Added |
| Pinebridge Investments, L.P. | 8,593 | $1.48M | 0.01% | −41,001−82.7% | Reduced |
| South Dakota Investment Council | 8,600 | $1.48M | 0.03% | +8,600 | New |
| Cardinal Point Capital Management, ULC | 8,607 | $1.48M | 0.12% | +7,352+585.8% | Added |
| Bowman & Co S.C. | 8,610 | $1.48M | 0.66% | +216+2.6% | Added |
| Park Place Capital Corp | 8,665 | $1.50M | 0.34% | +3,402+64.6% | Added |
| Moneta Group Investment Advisors LLC | 8,701 | $1.50M | 0.02% | +96+1.1% | Added |
| Alps Advisors Inc | 8,727 | $1.50M | 0.01% | +691+8.6% | Added |
| Fifth Third Wealth Advisors LLC | 8,745 | $1.51M | 0.06% | +1,216+16.2% | Added |
| Wedbush Securities Inc | 8,747 | $1.51M | 0.05% | −977−10.0% | Reduced |
| Stoneridge Investment Partners LLC | 8,770 | $1.51M | 1.14% | +8,770 | New |
| Key Financial Inc | 8,834 | $1.52M | 0.31% | 00.0% | Unchanged |
| Winton Group Ltd | 8,874 | $1.53M | 0.08% | +8,874 | New |
| Central Pacific Bank - Trust Division | 8,877 | $1.53M | 0.20% | −127−1.4% | Reduced |
| Callahan Advisors, LLC | 8,910 | $1.54M | 0.14% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,927 | $1.54M | 0.05% | +287+3.3% | Added |
| DRW Securities, LLC | 8,958 | $1.55M | 0.11% | +8,958 | New |
| SCS Capital Management LLC | 9,031 | $1.56M | 0.02% | +4,691+108.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,076 | $1.56M | 0.03% | −1,000−9.9% | Reduced |
| Moody National Bank Trust Division | 9,096 | $1.57M | 0.14% | +834+10.1% | Added |
| Prana Capital Management, LP | 9,157 | $1.58M | 0.06% | +9,157 | New |
| AustralianSuper Pty Ltd | 9,252 | $1.60M | 0.01% | −41,272−81.7% | Reduced |
| Brown Brothers Harriman & Co | 9,290 | $1.60M | 0.01% | +1,002+12.1% | Added |
| Chilton Investment Co LLC | 9,306 | $1.60M | 0.04% | −1,872−16.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 9,316 | $1.61M | 0.36% | +4,563+96.0% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.62M | 0.45% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,467 | $1.63M | 0.01% | −429−4.3% | Reduced |
| Horizon Investments, LLC | 9,480 | $1.63M | 0.03% | +1,270+15.5% | Added |
| Oppenheimer & Co Inc | 9,498 | $1.64M | 0.02% | +5,179+119.9% | Added |
| Brookstone Capital Management | 9,507 | $1.64M | 0.02% | +520+5.8% | Added |
| Lederer & Associates Investment Counsel | 9,512 | $1.64M | 1.08% | +1,743+22.4% | Added |
| Umb Bank N A | 9,523 | $1.64M | 0.03% | +239+2.6% | Added |
| Sigma Planning Corp | 9,569 | $1.65M | 0.05% | +748+8.5% | Added |
| Qtron Investments LLC | 9,575 | $1.65M | 0.21% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 9,602 | $1.66M | 0.03% | +264+2.8% | Added |
| Cresset Asset Management, LLC | 9,622 | $1.66M | 0.01% | −3,378−26.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,650 | $1.66M | 0.37% | −175−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,655 | $1.66M | 0.08% | −2,551−20.9% | Reduced |
| Ameritas Advisory Services, LLC | 9,685 | $1.67M | 0.09% | −4,899−33.6% | Reduced |
| Anb Bank | 9,685 | $1.67M | 0.75% | −1,350−12.2% | Reduced |
| Matrix Asset Advisors Inc | 9,711 | $1.67M | 0.17% | +9,711 | New |
| Central Trust Co | 9,749 | $1.68M | 0.04% | −3,346−25.6% | Reduced |
| VestGen Advisors, LLC | 9,753 | $1.68M | 0.07% | −1,169−10.7% | Reduced |
| Smithfield Trust Co | 9,773 | $1.69M | 0.08% | +86+0.9% | Added |
| Catalyst Funds Management Pty Ltd | 9,900 | $1.71M | 0.47% | +9,900 | New |
| CenterBook Partners LP | 9,931 | $1.71M | 0.10% | +1,219+14.0% | Added |
| Unique Wealth Strategies, LLC | 9,959 | $1.72M | 0.72% | +253+2.6% | Added |
| Embree Financial Group | 10,135 | $1.75M | 0.26% | +40.0% | Added |
| Evoke Wealth, LLC | 10,234 | $1.76M | 0.04% | +504+5.2% | Added |
| Banque Cantonale Vaudoise | 10,248 | $1.77M | 0.07% | −7,581−42.5% | Reduced |
| Ardsley Advisory Partners LP | 10,300 | $1.78M | 0.29% | +10,300 | New |
| First Horizon Advisors, Inc. | 10,330 | $1.78M | 0.05% | −471−4.4% | Reduced |
| Burney Co | 10,345 | $1.78M | 0.06% | −4,017−28.0% | Reduced |
| Caliber Wealth Management, LLC | 10,363 | $1.79M | 0.19% | +750+7.8% | Added |
| Johnson Financial Group, Inc. | 10,370 | $1.79M | 0.08% | −1,259−10.8% | Reduced |
| Main Street Financial Solutions, LLC | 10,447 | $1.80M | 0.13% | −476−4.4% | Reduced |
| Duncker Streett & Co Inc | 10,488 | $1.81M | 0.33% | −20.0% | Reduced |
| Interval Partners, LP | 10,565 | $1.82M | 0.04% | +10,565 | New |
| Prospera Financial Services Inc | 10,616 | $1.83M | 0.03% | +2,404+29.3% | Added |
| AdvisorNet Financial, Inc | 10,621 | $1.83M | 0.12% | −95−0.9% | Reduced |
| Boston Partners | 10,666 | $1.84M | 0.00% | −1,825−14.6% | Reduced |
| Brighton Jones LLC | 10,667 | $1.84M | 0.05% | −339−3.1% | Reduced |
| XTX Topco Ltd | 10,708 | $1.85M | 0.08% | −16,863−61.2% | Reduced |
| Cidel Asset Management Inc | 10,791 | $1.86M | 0.11% | +9,399+675.2% | Added |
| Skopos Labs, Inc. | 10,799 | $1.86M | 0.24% | +2,477+29.8% | Added |
| Banco Santander, S.A. | 10,809 | $1.86M | 0.02% | −46−0.4% | Reduced |