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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 10,817 | $1.86M | 0.12% | −1,643−13.2% | Reduced |
| Ballentine Partners, LLC | 10,825 | $1.87M | 0.03% | +2,306+27.1% | Added |
| IFP Advisors, Inc | 10,824 | $1.87M | 0.05% | +2,704+33.3% | Added |
| PMC FIG Opportunities LLC | 10,896 | $1.88M | 2.79% | +10,896 | New |
| LGT Group Foundation | 10,937 | $1.89M | 0.02% | +5,101+87.4% | Added |
| Fox Run Management, L.L.C. | 10,942 | $1.89M | 0.31% | +10,942 | New |
| ICW Investment Advisors LLC | 10,954 | $1.89M | 0.75% | +306+2.9% | Added |
| Fiduciary Family Office, LLC | 11,046 | $1.90M | 0.62% | −490−4.2% | Reduced |
| Knollwood Investment Advisory, LLC | 11,056 | $1.91M | 0.18% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,092 | $1.91M | 0.00% | −1,312−10.6% | Reduced |
| Archford Capital Strategies, LLC | 11,130 | $1.92M | 0.25% | +1,377+14.1% | Added |
| Meiji Yasuda Life Insurance Co | 11,133 | $1.92M | 0.06% | +5,049+83.0% | Added |
| Greenleaf Trust | 11,153 | $1.92M | 0.02% | −3,557−24.2% | Reduced |
| SummitTX Capital, L.P. | 11,153 | $1.92M | 0.09% | +6,161+123.4% | Added |
| HighPoint Advisor Group LLC | 11,237 | $1.94M | 0.10% | −271−2.4% | Reduced |
| Westover Capital Advisors, LLC | 11,247 | $1.94M | 0.39% | −436−3.7% | Reduced |
| Signature Wealth Management Group | 11,250 | $1.94M | 0.77% | +228+2.1% | Added |
| Arvest Investments, Inc. | 11,318 | $1.95M | 0.29% | +6+0.1% | Added |
| V-Square Quantitative Management LLC | 11,439 | $1.97M | 0.26% | −924−7.5% | Reduced |
| C WorldWide Group Holding A/S | 11,494 | $1.98M | 0.03% | −1,729,006−99.3% | Reduced |
| Abundance Wealth Counselors | 11,630 | $2.00M | 0.37% | +337+3.0% | Added |
| Capstone Investment Advisors, LLC | 11,604 | $2.00M | 0.02% | +6,990+151.5% | Added |
| TD Private Client Wealth LLC | 11,749 | $2.03M | 0.05% | −8,418−41.7% | Reduced |
| Invera Wealth Advisors, LLC | 11,783 | $2.03M | 1.32% | +25+0.2% | Added |
| Cinctive Capital Management LP | 11,840 | $2.04M | 0.11% | +11,840 | New |
| Kovack Advisors, Inc. | 11,867 | $2.05M | 0.20% | −219−1.8% | Reduced |
| Condor Capital Management | 11,886 | $2.05M | 0.18% | −4,614−28.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,904 | $2.05M | 0.22% | +11,904 | New |
| Barbara Oil Co. | 12,000 | $2.07M | 0.81% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,003 | $2.07M | 0.14% | +626+5.5% | Added |
| Harbour Investments, Inc. | 12,013 | $2.07M | 0.05% | +310+2.6% | Added |
| Twin Capital Management Inc | 12,015 | $2.07M | 0.22% | +309+2.6% | Added |
| Buttonwood Financial Advisors Inc. | 12,022 | $2.07M | 0.83% | −63−0.5% | Reduced |
| NBC Securities, Inc. | 12,072 | $2.08M | 0.17% | +473+4.1% | Added |
| Covey Capital Advisors, LLC | 12,123 | $2.09M | 2.25% | +50+0.4% | Added |
| WealthShield Partners, LLC | 12,138 | $2.09M | 0.25% | +315+2.7% | Added |
| Private Capital Advisors, Inc. | 12,250 | $2.11M | 0.26% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 12,287 | $2.12M | 0.18% | +2,217+22.0% | Added |
| We Are One Seven, LLC | 12,302 | $2.12M | 0.07% | −511−4.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,304 | $2.12M | 0.49% | −199−1.6% | Reduced |
| Parallel Advisors, LLC | 12,328 | $2.13M | 0.04% | +5,464+79.6% | Added |
| Palisade Asset Management, LLC | 12,353 | $2.13M | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,566 | $2.17M | 0.05% | +999+8.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,863 | $2.18M | 0.85% | +9,863 | New |
| Summit Global Investments | 12,652 | $2.18M | 0.13% | +11,335+860.7% | Added |
| Farther Finance Advisors, LLC | 12,665 | $2.18M | 0.04% | +3,685+41.0% | Added |
| Arkadios Wealth Advisors | 12,859 | $2.22M | 0.07% | +10,346+411.7% | Added |
| Trillium Asset Management, LLC | 12,922 | $2.23M | 0.06% | +780+6.4% | Added |
| Davenport & Co LLC | 12,928 | $2.23M | 0.01% | −2,620−16.9% | Reduced |
| Spirepoint Private Client, LLC | 12,930 | $2.23M | 0.25% | +12,930 | New |
| Concurrent Investment Advisors, LLC | 12,961 | $2.23M | 0.04% | +191+1.5% | Added |
| Jefferies Financial Group Inc. | 13,039 | $2.25M | 0.04% | +9,287+247.5% | Added |
| Independent Advisor Alliance | 13,061 | $2.25M | 0.06% | +261+2.0% | Added |
| Annex Advisory Services, LLC | 13,092 | $2.26M | 0.05% | +764+6.2% | Added |
| Los Angeles Capital Management LLC | 13,163 | $2.27M | 0.01% | −197,059−93.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,197 | $2.28M | 0.75% | +564+4.5% | Added |
| Machina Capital S.A.S. | 13,221 | $2.28M | 0.47% | +13,221 | New |
| Jackson Hole Capital Partners, LLC | 13,271 | $2.29M | 0.42% | +648+5.1% | Added |
| Nemes Rush Group LLC | 13,273 | $2.29M | 0.25% | −24,833−65.2% | Reduced |
| Cullen Investment Group, Ltd. | 13,305 | $2.29M | 0.32% | +164+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,342 | $2.30M | 0.01% | −1,685−11.2% | Reduced |
| Boston Family Office LLC | 13,392 | $2.31M | 0.15% | +5,990+80.9% | Added |
| Signaturefd, LLC | 13,406 | $2.31M | 0.04% | +198+1.5% | Added |
| Hardy Reed LLC | 13,415 | $2.31M | 0.19% | +17+0.1% | Added |
| Fayez Sarofim & Co | 13,439 | $2.32M | 0.01% | +95+0.7% | Added |
| Vise Technologies, Inc. | 13,454 | $2.32M | 0.10% | +13,454 | New |
| MTM Investment Management, LLC | 13,517 | $2.33M | 0.78% | +193+1.4% | Added |
| Cypress Advisory Group LLC | 13,550 | $2.34M | 1.81% | +2,765+25.6% | Added |
| Global Retirement Partners, LLC | 13,560 | $2.34M | 0.06% | +13,560 | New |
| Sagespring Wealth Partners, LLC | 13,617 | $2.35M | 0.05% | −1,691−11.0% | Reduced |
| Quadrant Capital Group LLC | 13,688 | $2.36M | 0.08% | −462−3.3% | Reduced |
| Baldwin Investment Management, LLC | 13,775 | $2.37M | 0.29% | −125−0.9% | Reduced |
| Howland Capital Management LLC | 13,941 | $2.40M | 0.10% | +67+0.5% | Added |
| Citizens Financial Group Inc | 13,960 | $2.41M | 0.04% | +627+4.7% | Added |
| Scotia Capital Inc. | 14,352 | $2.47M | 0.01% | −1,565−9.8% | Reduced |
| Albert D Mason Inc | 14,509 | $2.50M | 1.81% | −1,116−7.1% | Reduced |
| Eads & Heald Wealth Management | 14,532 | $2.50M | 1.24% | −329−2.2% | Reduced |
| Meridian Management Co | 18,081 | $2.51M | 0.69% | +4,010+28.5% | Added |
| Ostrum Asset Management | 14,664 | $2.53M | 0.12% | +52+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 14,670 | $2.53M | 0.09% | +1,900+14.9% | Added |
| Integrated Wealth Concepts LLC | 14,718 | $2.54M | 0.03% | +199+1.4% | Added |
| Equitable Holdings, Inc. | 14,842 | $2.56M | 0.02% | +3,591+31.9% | Added |
| Wetherby Asset Management Inc | 15,054 | $2.60M | 0.12% | +15,054 | New |
| Kendall Capital Management | 15,118 | $2.61M | 0.69% | −300−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 15,203 | $2.62M | 0.23% | +1,336+9.6% | Added |
| Roundview Capital LLC | 15,203 | $2.62M | 0.18% | +404+2.7% | Added |
| Aviso Financial Inc. | 15,224 | $2.62M | 0.12% | +4,432+41.1% | Added |
| Meeder Advisory Services, Inc. | 15,319 | $2.64M | 0.14% | −394−2.5% | Reduced |
| Axxcess Wealth Management, LLC | 15,376 | $2.65M | 0.06% | −1,172−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,406 | $2.66M | 0.18% | −1,067−6.5% | Reduced |
| Hudson Bay Capital Management LP | 15,409 | $2.66M | 0.02% | −26,969−63.6% | Reduced |
| Clayton Partners LLC | 15,478 | $2.67M | 2.24% | −1,627−9.5% | Reduced |
| Equitable Trust Co | 15,504 | $2.67M | 0.13% | +5,313+52.1% | Added |
| Twin Tree Management, LP | 15,690 | $2.71M | 0.07% | +7,138+83.5% | Added |
| Hancock Whitney Corp | 15,714 | $2.71M | 0.05% | +15,714 | New |
| Stratos Wealth Partners, LTD. | 15,793 | $2.72M | 0.04% | +11,279+249.9% | Added |
| City Holding Co | 15,867 | $2.74M | 0.36% | +559+3.7% | Added |
| Argyle Capital Management Inc. | 15,894 | $2.74M | 0.99% | −109−0.7% | Reduced |
| Empowered Funds, LLC | 15,956 | $2.75M | 0.03% | −25,702−61.7% | Reduced |
| WESCAP Management Group, Inc. | 16,030 | $2.76M | 0.63% | −310−1.9% | Reduced |