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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 36,142 | $6.23M | 0.76% | +2,270+6.7% | Added |
| Hantz Financial Services, Inc. | 36,182 | $6.24M | 0.10% | −2,644−6.8% | Reduced |
| Cary Street Partners Financial LLC | 36,252 | $6.25M | 0.18% | −2,490−6.4% | Reduced |
| Kentucky Retirement Systems | 36,298 | $6.26M | 0.18% | −2,378−6.1% | Reduced |
| Captrust Financial Advisors | 36,428 | $6.28M | 0.01% | −2,704−6.9% | Reduced |
| Altrafin AG | 36,614 | $6.31M | 2.13% | +10,572+40.6% | Added |
| John G Ullman & Associates Inc | 36,782 | $6.34M | 0.94% | −1,455−3.8% | Reduced |
| Two Sigma Advisers, LP | 36,836 | $6.35M | 0.01% | +36,836 | New |
| Marshall & Sullivan Inc | 37,180 | $6.41M | 3.08% | −372−1.0% | Reduced |
| Core Alternative Capital | 37,263 | $6.42M | 1.76% | −1,160−3.0% | Reduced |
| AlTi Global, Inc. | 37,573 | $6.47M | 0.16% | +30,714+447.8% | Added |
| SFE Investment Counsel | 37,529 | $6.47M | 1.14% | +7,960+26.9% | Added |
| HGK Asset Management Inc | 37,691 | $6.50M | 1.11% | +7,747+25.9% | Added |
| Patton Albertson Miller Group, LLC | 38,019 | $6.55M | 0.86% | +180+0.5% | Added |
| Mizuho Securities USA LLC | 38,323 | $6.61M | 0.14% | +38,323 | New |
| Fiduciary Trust Co | 38,627 | $6.66M | 0.08% | +2,159+5.9% | Added |
| BTC Capital Management, Inc. | 39,033 | $6.72M | 0.55% | −11,421−22.6% | Reduced |
| Wealthfront Advisers LLC | 38,998 | $6.72M | 0.02% | −17,191−30.6% | Reduced |
| Edgestream Partners, L.P. | 39,085 | $6.74M | 0.19% | +38,023+3,580.3% | Added |
| Vinva Investment Management Ltd | 39,139 | $6.74M | 0.18% | +21,260+118.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 39,417 | $6.80M | 0.01% | +15,245+63.1% | Added |
| Union Bancaire Privee, UBP SA | 45,287 | $6.80M | 0.11% | −11,458−20.2% | Reduced |
| Point72 Hong Kong Ltd | 39,578 | $6.82M | 0.47% | +39,578 | New |
| Thompson Investment Management, Inc. | 40,095 | $6.91M | 0.98% | +3,155+8.5% | Added |
| Verdence Capital Advisors LLC | 40,454 | $6.97M | 0.48% | +3,097+8.3% | Added |
| Baker Ellis Asset Management LLC | 40,521 | $6.99M | 0.96% | −1,205−2.9% | Reduced |
| Live Oak Private Wealth LLC | 40,886 | $7.05M | 1.05% | +1,522+3.9% | Added |
| Aryeh Capital Management Ltd. | 41,042 | $7.08M | 5.54% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 41,193 | $7.10M | 1.82% | −6,335−13.3% | Reduced |
| Dnca Finance | 41,850 | $7.22M | 0.55% | 00.0% | Unchanged |
| Delaney Dennis R | 42,420 | $7.31M | 3.76% | +295+0.7% | Added |
| Resources Investment Advisors, LLC. | 42,433 | $7.32M | 0.08% | −609−1.4% | Reduced |
| Kestra Advisory Services, LLC | 42,576 | $7.34M | 0.04% | −2,468−5.5% | Reduced |
| Great Valley Advisor Group, Inc. | 42,715 | $7.36M | 0.16% | −25,075−37.0% | Reduced |
| Hills Bank & Trust Co | 42,932 | $7.40M | 0.47% | −553−1.3% | Reduced |
| Cloverfields Capital Group, LP | 43,046 | $7.42M | 2.20% | +5,710+15.3% | Added |
| Bey-Douglas LLC | 43,174 | $7.44M | 4.45% | +10,891+33.7% | Added |
| Eagle Rock Investment Company, LLC | 43,259 | $7.46M | 1.18% | +1,700+4.1% | Added |
| Edgemoor Investment Advisors, Inc. | 43,495 | $7.50M | 0.65% | +1,699+4.1% | Added |
| Howe & Rusling Inc | 43,735 | $7.54M | 0.56% | +711+1.7% | Added |
| RMB Capital Management, LLC | 44,096 | $7.60M | 0.14% | +4,755+12.1% | Added |
| Vontobel Holding Ltd. | 44,267 | $7.63M | 0.03% | +5,029+12.8% | Added |
| Moran Wealth Management, LLC | 44,350 | $7.65M | 0.24% | +922+2.1% | Added |
| Scalar Gauge Management, LLC | 45,000 | $7.76M | 4.44% | +45,000 | New |
| Redmond Asset Management, LLC | 45,030 | $7.76M | 1.85% | +904+2.0% | Added |
| Brooktree Capital Management | 45,149 | $7.78M | 5.09% | +701+1.6% | Added |
| Ironwood Investment Counsel, LLC | 45,207 | $7.79M | 1.20% | +5,596+14.1% | Added |
| Oarsman Capital, Inc. | 45,744 | $7.89M | 1.24% | −1,276−2.7% | Reduced |
| CX Institutional | 46,097 | $7.95M | 0.28% | −13,641−22.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 46,221 | $7.97M | 0.57% | −8,266−15.2% | Reduced |
| Heritage Trust Co | 46,231 | $7.97M | 0.92% | +4,083+9.7% | Added |
| Allianz Asset Management GmbH | 46,262 | $7.98M | 0.01% | −225,493−83.0% | Reduced |
| Torray LLC | 46,443 | $8.01M | 1.16% | −72,687−61.0% | Reduced |
| M. Kraus & Co | 46,484 | $8.01M | 2.35% | +438+1.0% | Added |
| Carmel Capital Management L.L.C. | 46,860 | $8.08M | 2.72% | +250+0.5% | Added |
| Ayrshire Capital Management LLC | 46,913 | $8.09M | 3.88% | +787+1.7% | Added |
| First National Trust Co | 46,924 | $8.09M | 0.30% | −467−1.0% | Reduced |
| Thomas Story & Son LLC | 46,971 | $8.10M | 3.11% | −526−1.1% | Reduced |
| Middleton & Co Inc | 46,984 | $8.10M | 0.91% | +450+1.0% | Added |
| Wellington Management Group LLP | 47,008 | $8.10M | 0.00% | −518,193−91.7% | Reduced |
| Verition Fund Management LLC | 47,179 | $8.13M | 0.05% | −49,243−51.1% | Reduced |
| Oregon Public Employees Retirement Fund | 47,919 | $8.26M | 0.15% | −1,000−2.0% | Reduced |
| Marietta Investment Partners LLC | 48,018 | $8.28M | 1.81% | −163−0.3% | Reduced |
| Atria Investments LLC | 48,090 | $8.29M | 0.10% | −5,814−10.8% | Reduced |
| Wilkins Investment Counsel Inc | 48,456 | $8.35M | 1.18% | +5,995+14.1% | Added |
| Contravisory Investment Management, Inc. | 48,604 | $8.38M | 1.65% | −412−0.8% | Reduced |
| Janney Montgomery Scott LLC | 48,974 | $8.44M | 0.02% | −13,870−22.1% | Reduced |
| Steamboat Capital Partners, LLC | 49,050 | $8.46M | 2.41% | −20,950−29.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 49,467 | $8.53M | 1.81% | +3,763+8.2% | Added |
| Smithbridge Asset Management Inc | 49,602 | $8.55M | 1.50% | +471+1.0% | Added |
| Resources Management Corp | 49,805 | $8.59M | 1.17% | +8,730+21.3% | Added |
| Marks Group Wealth Management, Inc | 49,941 | $8.61M | 0.80% | +6,957+16.2% | Added |
| Oddo BHF Asset Management SAS | 49,972 | $8.62M | 0.33% | +29,077+139.2% | Added |
| Palmer Knight Co | 50,186 | $8.65M | 3.69% | +2,445+5.1% | Added |
| Investment Management Corp of Ontario | 50,609 | $8.73M | 0.13% | +27,107+115.3% | Added |
| Quantbot Technologies LP | 51,003 | $8.79M | 0.23% | +51,003 | New |
| Bell Asset Management Ltd | 51,028 | $8.80M | 1.94% | +1,513+3.1% | Added |
| Cozad Asset Management Inc | 51,421 | $8.87M | 0.77% | +1,193+2.4% | Added |
| Liberty Capital Management, Inc. | 51,537 | $8.89M | 1.79% | −255−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 51,634 | $8.90M | 0.14% | +3,094+6.4% | Added |
| Logan Capital Management Inc | 52,072 | $8.98M | 0.42% | −23,773−31.3% | Reduced |
| Pacer Advisors, Inc. | 52,349 | $9.03M | 0.02% | +10,168+24.1% | Added |
| Builder Investment Group Inc | 52,720 | $9.09M | 2.25% | −152−0.3% | Reduced |
| Synovus Financial Corp | 53,360 | $9.20M | 0.11% | +3,701+7.5% | Added |
| Chesley Taft & Associates LLC | 53,713 | $9.26M | 0.41% | −4,112−7.1% | Reduced |
| Oppenheimer Asset Management Inc. | 53,750 | $9.27M | 0.11% | −7,037−11.6% | Reduced |
| Entropy Technologies, LP | 53,934 | $9.30M | 0.74% | +53,934 | New |
| Jacobs & Co | 53,993 | $9.31M | 0.92% | +11,322+26.5% | Added |
| ASR Vermogensbeheer N.V. | 54,652 | $9.42M | 0.12% | +27,385+100.4% | Added |
| Brinker Capital Investments, LLC | 54,800 | $9.45M | 0.08% | −1,454−2.6% | Reduced |
| NEOS Investment Management LLC | 54,881 | $9.46M | 0.12% | +10,698+24.2% | Added |
| Headinvest, LLC | 55,073 | $9.50M | 2.02% | −6,299−10.3% | Reduced |
| Sawgrass Asset Management LLC | 55,324 | $9.54M | 1.08% | +55,324 | New |
| McKinley Carter Wealth Services, Inc. | 55,742 | $9.61M | 0.53% | +1,175+2.2% | Added |
| Peapack Gladstone Financial Corp | 56,599 | $9.76M | 0.14% | −6,303−10.0% | Reduced |
| Explore Capital Management, LLC | 57,600 | $9.93M | 7.02% | +57,600 | New |
| Polar Capital Holdings Plc | 57,928 | $9.99M | 0.05% | +777+1.4% | Added |
| Point72 (DIFC) Ltd | 57,933 | $9.99M | 0.80% | +57,933 | New |
| CMH Wealth Management LLC | 57,947 | $9.99M | 2.33% | +18,130+45.5% | Added |
| Legal Advantage Investments, Inc. | 57,967 | $9.99M | 4.67% | +4,550+8.5% | Added |