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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 16,195 | $2.79M | 0.66% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 16,230 | $2.80M | 0.04% | +2,611+19.2% | Added |
| North Star Investment Management Corp. | 16,268 | $2.80M | 0.20% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 16,317 | $2.81M | 0.03% | +2,584+18.8% | Added |
| Groupama Asset Managment | 16,410 | $2.83M | 0.05% | +16,410 | New |
| Fulton Bank, N.A. | 16,410 | $2.83M | 0.10% | −585−3.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 16,477 | $2.84M | 0.24% | 00.0% | Unchanged |
| BDF-Gestion | 16,580 | $2.86M | 0.32% | −1,807−9.8% | Reduced |
| Unique Wealth, LLC | 16,949 | $2.92M | 0.47% | +812+5.0% | Added |
| RDA Financial Network | 17,199 | $2.97M | 0.80% | +1,590+10.2% | Added |
| Nomura Holdings Inc | 17,251 | $2.97M | 0.02% | −13,390−43.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,253 | $2.97M | 0.10% | +1,738+11.2% | Added |
| Focus Financial Network, Inc. | 17,368 | $2.99M | 0.12% | +7,875+83.0% | Added |
| AMG National Trust Bank | 17,455 | $3.01M | 0.08% | −210−1.2% | Reduced |
| Hall Laurie J Trustee | 17,515 | $3.02M | 1.00% | −260−1.5% | Reduced |
| 111 Capital | 17,602 | $3.03M | 0.52% | +17,602 | New |
| Ssa Swiss Advisors AG | 18,295 | $3.04M | 1.47% | +18,295 | New |
| Savant Capital, LLC | 17,680 | $3.05M | 0.02% | +901+5.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,687 | $3.05M | 0.05% | −407−2.2% | Reduced |
| Ellenbecker Investment Group | 17,784 | $3.07M | 0.50% | −12−0.1% | Reduced |
| Bokf, NA | 17,790 | $3.07M | 0.05% | +7,007+65.0% | Added |
| Sovereign's Capital Management, LLC | 17,820 | $3.07M | 1.64% | +1,344+8.2% | Added |
| Summit Trail Advisors, LLC | 17,916 | $3.09M | 0.05% | +17,916 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17,951 | $3.09M | 0.01% | +206+1.2% | Added |
| VisionPoint Advisory Group, LLC | 18,161 | $3.13M | 0.68% | +4,152+29.6% | Added |
| Simplex Trading, LLC | 18,199 | $3.14M | 0.08% | +526+3.0% | Added |
| Fairvoy Private Wealth, LLC | 18,229 | $3.14M | 0.78% | −4,657−20.3% | Reduced |
| Plato Investment Management Ltd | 18,419 | $3.16M | 0.24% | −1,525−7.6% | Reduced |
| Berger Financial Group, Inc | 18,379 | $3.17M | 0.21% | +339+1.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 18,423 | $3.18M | 0.87% | −715−3.7% | Reduced |
| Park Avenue Securities LLC | 18,462 | $3.18M | 0.03% | −3,052−14.2% | Reduced |
| Nutshell Asset Management Ltd | 18,500 | $3.19M | 1.90% | +18,500 | New |
| Trinity Financial Advisors LLC | 18,532 | $3.20M | 0.98% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 18,520 | $3.20M | 0.75% | +10,650+135.3% | Added |
| Coldstream Capital Management Inc | 18,661 | $3.22M | 0.05% | +1,481+8.6% | Added |
| Palumbo Wealth Management LLC | 18,896 | $3.26M | 1.01% | −62−0.3% | Reduced |
| Graphene Investments SAS | 18,900 | $3.26M | 2.12% | +6,400+51.2% | Added |
| Campbell Newman Asset Management Inc | 18,936 | $3.26M | 0.26% | −37−0.2% | Reduced |
| KLCM Advisors, Inc. | 18,968 | $3.27M | 0.35% | −1,155−5.7% | Reduced |
| Ofi Invest Asset Management | 22,267 | $3.27M | 0.08% | −280−1.2% | Reduced |
| Benjamin Edwards Inc | 18,972 | $3.27M | 0.04% | +8,487+80.9% | Added |
| Centiva Capital, LP | 18,985 | $3.27M | 0.22% | +9,930+109.7% | Added |
| GAMMA Investing LLC | 19,003 | $3.28M | 0.21% | +1,696+9.8% | Added |
| Tokio Marine Asset Management Co Ltd | 19,052 | $3.28M | 0.13% | +1,659+9.5% | Added |
| Cox Capital Mgt LLC | 19,076 | $3.29M | 2.24% | −334−1.7% | Reduced |
| TownSquare Capital, LLC | 19,134 | $3.30M | 0.32% | −49,377−72.1% | Reduced |
| Merit Financial Group, LLC | 19,165 | $3.30M | 0.04% | −1,092−5.4% | Reduced |
| Sterling Capital Management LLC | 19,233 | $3.32M | 0.05% | +3,787+24.5% | Added |
| Investment Research & Advisory Group, Inc. | 19,582 | $3.38M | 1.27% | −478−2.4% | Reduced |
| Westend Capital Management, LLC | 19,608 | $3.38M | 1.04% | +19,583+78,332.0% | Added |
| Davidson Capital Management Inc. | 19,650 | $3.39M | 0.81% | +4,777+32.1% | Added |
| Everence Capital Management Inc | 19,746 | $3.40M | 0.22% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 19,770 | $3.41M | 0.23% | −728−3.6% | Reduced |
| Agate Pass Investment Management, LLC | 20,067 | $3.46M | 1.42% | +128+0.6% | Added |
| Avantax Advisory Services, Inc. | 20,188 | $3.48M | 0.02% | −5,446−21.2% | Reduced |
| Mission Wealth Management, LP | 20,333 | $3.51M | 0.08% | −762−3.6% | Reduced |
| CWM, LLC | 20,367 | $3.51M | 0.01% | −2,154−9.6% | Reduced |
| FFT Wealth Management LLC | 26,483 | $3.51M | 0.69% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 20,596 | $3.55M | 1.82% | −1,234−5.7% | Reduced |
| Broyhill Asset Management | 20,621 | $3.56M | 3.23% | +3,845+22.9% | Added |
| BKD Wealth Advisors, LLC | 20,653 | $3.56M | 0.08% | −768−3.6% | Reduced |
| Van Eck Associates Corp | 20,666 | $3.56M | 0.00% | +494+2.4% | Added |
| Empirical Finance, LLC | 20,814 | $3.59M | 0.19% | +130+0.6% | Added |
| Pinnacle Associates Ltd | 20,818 | $3.59M | 0.05% | +4,024+24.0% | Added |
| Moors & Cabot, Inc. | 20,892 | $3.60M | 0.17% | −263−1.2% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $3.62M | 0.12% | −500−2.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,027 | $3.63M | 0.13% | +40+0.2% | Added |
| LaFleur & Godfrey LLC | 21,028 | $3.63M | 0.45% | +789+3.9% | Added |
| Timber Creek Capital Management LLC | 27,102 | $3.64M | 0.93% | −166−0.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 21,166 | $3.65M | 0.19% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 21,232 | $3.66M | 1.16% | +347+1.7% | Added |
| Aquatic Capital Management LLC | 21,301 | $3.67M | 0.07% | +21,301 | New |
| Stephens Inc | 21,316 | $3.68M | 0.05% | −869−3.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,324 | $3.68M | 0.40% | +21,324 | New |
| Omers Administration Corp | 21,394 | $3.69M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 21,589 | $3.72M | 0.22% | +978+4.7% | Added |
| Asio Capital, LLC | 21,743 | $3.75M | 0.62% | +6,815+45.7% | Added |
| Brown, Lisle/Cummings, Inc. | 21,944 | $3.78M | 1.01% | −305−1.4% | Reduced |
| Fairbanks Capital Management, Inc. | 21,971 | $3.79M | 2.16% | +6,172+39.1% | Added |
| Capital International Sarl | 21,975 | $3.79M | 0.07% | +1,599+7.8% | Added |
| LOM Asset Management Ltd | 21,998 | $3.79M | 1.28% | +21,998 | New |
| Peddock Capital Advisors, LLC | 22,121 | $3.81M | 0.88% | +421+1.9% | Added |
| Spire Wealth Management | 22,913 | $3.83M | 0.14% | −13,457−37.0% | Reduced |
| Bleakley Financial Group, LLC | 22,611 | $3.90M | 0.10% | +2,499+12.4% | Added |
| Indiana Trust & Investment Management CO | 22,622 | $3.90M | 1.29% | −145−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 22,701 | $3.91M | 0.10% | −2,439−9.7% | Reduced |
| Sciencast Management LP | 22,715 | $3.92M | 0.81% | +22,715 | New |
| Lombard Odier Asset Management (Switzerland) SA | 22,769 | $3.93M | 0.20% | +2,302+11.2% | Added |
| TD Waterhouse Canada Inc. | 22,807 | $3.94M | 0.03% | −294−1.3% | Reduced |
| First National Bank of Omaha | 22,855 | $3.94M | 0.25% | +2,565+12.6% | Added |
| Jag Capital Management, LLC | 23,065 | $3.98M | 0.45% | −448−1.9% | Reduced |
| Becker Capital Management Inc | 23,132 | $3.99M | 0.12% | +100+0.4% | Added |
| GWM Advisors LLC | 23,262 | $4.01M | 0.02% | −2,888−11.0% | Reduced |
| HORAN Wealth, LLC | 23,349 | $4.03M | 1.23% | +23,349 | New |
| Ami Investment Management Inc | 23,506 | $4.05M | 1.05% | +2,261+10.6% | Added |
| Canada Post Corp Registered Pension Plan | 23,980 | $4.13M | 0.24% | +23,980 | New |
| Wealthspire Advisors, LLC | 24,002 | $4.14M | 0.02% | −42−0.2% | Reduced |
| BancorpSouth Bank | 24,134 | $4.16M | 0.27% | −241−1.0% | Reduced |
| Capital Analysts, LLC | 24,196 | $4.17M | 0.14% | +408+1.7% | Added |
| Salvus Wealth Management, LLC | 24,282 | $4.19M | 2.44% | +5,798+31.4% | Added |