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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 58,421 | $10.1M | 0.80% | +2,667+4.8% | Added |
| Generali Asset Management SPA SGR | 59,588 | $10.3M | 0.23% | −4,741−7.4% | Reduced |
| Woodline Partners LP | 59,973 | $10.3M | 0.05% | +11,908+24.8% | Added |
| Diversified Trust Co | 60,240 | $10.4M | 0.23% | +6,605+12.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 60,319 | $10.4M | 0.25% | +44,048+270.7% | Added |
| Geneos Wealth Management Inc. | 60,396 | $10.4M | 0.25% | +22,123+57.8% | Added |
| Addenda Capital Inc. | 60,895 | $10.5M | 0.38% | −13,968−18.7% | Reduced |
| Webster Bank, N. A. | 61,024 | $10.5M | 1.09% | −400−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,196 | $10.6M | 0.13% | +10,102+19.8% | Added |
| Legacy Private Trust Co. | 61,229 | $10.6M | 0.68% | −784−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 62,570 | $10.8M | 0.22% | +57,864+1,229.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 62,947 | $10.9M | 0.24% | +9,058+16.8% | Added |
| Parkwood LLC | 63,019 | $10.9M | 1.00% | −29,965−32.2% | Reduced |
| ExodusPoint Capital Management, LP | 63,547 | $11.0M | 0.13% | +63,547 | New |
| Mutual of America Capital Management LLC | 63,586 | $11.0M | 0.12% | −2,578−3.9% | Reduced |
| Panagora Asset Management Inc | 63,698 | $11.0M | 0.05% | −2,230−3.4% | Reduced |
| Brant Point Investment Management LLC | 63,821 | $11.0M | 2.51% | −8,616−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 64,371 | $11.1M | 0.51% | +14,700+29.6% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $11.1M | 4.13% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 64,782 | $11.2M | 0.38% | −120.0% | Reduced |
| Bahl & Gaynor Inc | 65,373 | $11.3M | 0.06% | −529−0.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 66,300 | $11.4M | 0.41% | +66,300 | New |
| Alyeska Investment Group, L.P. | 66,924 | $11.5M | 0.04% | +66,924 | New |
| Puzo Michael J | 66,973 | $11.5M | 3.29% | −2,983−4.3% | Reduced |
| Papp L Roy & Associates | 67,131 | $11.6M | 1.37% | +7,165+11.9% | Added |
| Romano Brothers and Company | 67,140 | $11.6M | 1.43% | −6,050−8.3% | Reduced |
| Advisors Asset Management, Inc. | 67,476 | $11.6M | 0.21% | +1,088+1.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,837 | $11.7M | 0.71% | −2,485−3.5% | Reduced |
| Pinnacle Financial Partners Inc | 68,189 | $11.8M | 0.25% | +238+0.4% | Added |
| Two Point Capital Management, Inc. | 68,881 | $11.9M | 5.05% | +68,881 | New |
| Nissay Asset Management Corp | 69,084 | $11.9M | 0.07% | −2,483−3.5% | Reduced |
| Headlands Technologies LLC | 69,585 | $12.0M | 1.44% | +69,585 | New |
| Tredje AP-fonden | 69,620 | $12.0M | 0.10% | −277,060−79.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,913 | $12.1M | 0.27% | −8,323−10.6% | Reduced |
| CIBC World Markets Corp | 69,939 | $12.1M | 0.08% | +1,316+1.9% | Added |
| Clark Estates Inc | 70,300 | $12.1M | 2.72% | +45,000+177.9% | Added |
| Yousif Capital Management, LLC | 70,487 | $12.2M | 0.13% | −6,343−8.3% | Reduced |
| CCM Investment Advisers LLC | 71,058 | $12.3M | 1.32% | +3,196+4.7% | Added |
| Kidder Stephen W | 71,154 | $12.3M | 3.69% | −298−0.4% | Reduced |
| Woodstock Corp | 71,994 | $12.4M | 1.14% | +2,325+3.3% | Added |
| Pensionmark Financial Group, LLC | 72,521 | $12.5M | 0.28% | +76+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 72,798 | $12.6M | 0.04% | −76,358−51.2% | Reduced |
| Intech Investment Management LLC | 73,045 | $12.6M | 0.12% | +46,269+172.8% | Added |
| Bellecapital International Ltd. | 73,144 | $12.6M | 2.24% | −258−0.4% | Reduced |
| Shell Asset Management Co | 73,387 | $12.7M | 0.44% | +11,707+19.0% | Added |
| Pathstone Holdings, LLC | 73,478 | $12.7M | 0.05% | −4,922−6.3% | Reduced |
| Perennial Advisors, LLC | 73,598 | $12.7M | 2.36% | +708+1.0% | Added |
| Bragg Financial Advisors, Inc | 73,948 | $12.7M | 0.46% | +4,366+6.3% | Added |
| Venturi Wealth Management, LLC | 74,256 | $12.8M | 0.63% | +4,339+6.2% | Added |
| Public Employees Retirement Association of Colorado | 74,607 | $12.9M | 0.05% | −720−1.0% | Reduced |
| Twinbeech Capital LP | 74,941 | $12.9M | 0.29% | +73,882+6,976.6% | Added |
| JustInvest LLC | 75,254 | $13.0M | 0.15% | +10,082+15.5% | Added |
| Mackenzie Financial Corp | 76,056 | $13.1M | 0.02% | −215,319−73.9% | Reduced |
| State of Alaska, Department of Revenue | 76,143 | $13.1M | 0.14% | −265−0.3% | Reduced |
| Baldwin Brothers Inc | 77,319 | $13.3M | 0.91% | −3,248−4.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 78,068 | $13.5M | 3.18% | +5,383+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,450 | $13.7M | 0.04% | +2,088+2.7% | Added |
| Callan Family Office, LLC | 79,802 | $13.8M | 0.43% | +53,972+209.0% | Added |
| GDS Wealth Management | 81,283 | $14.0M | 1.02% | +3,134+4.0% | Added |
| Aptus Capital Advisors, LLC | 81,765 | $14.1M | 0.14% | −27,506−25.2% | Reduced |
| Farmers & Merchants Investments Inc | 81,964 | $14.1M | 0.41% | +711+0.9% | Added |
| Silvercrest Asset Management Group LLC | 82,057 | $14.1M | 0.10% | +32,267+64.8% | Added |
| O'Shaughnessy Asset Management, LLC | 82,208 | $14.2M | 0.10% | −9,483−10.3% | Reduced |
| New York Life Investment Management LLC | 83,039 | $14.3M | 0.13% | −1,043−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 83,234 | $14.3M | 2.13% | +350.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 83,252 | $14.4M | 2.68% | −882−1.0% | Reduced |
| Stansberry Asset Management, LLC | 83,624 | $14.4M | 1.58% | −22,797−21.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 83,802 | $14.4M | 0.13% | +1,261+1.5% | Added |
| Sequoia Financial Advisors, LLC | 84,241 | $14.5M | 0.10% | +2,110+2.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $14.7M | 0.12% | 00.0% | Unchanged |
| MAI Capital Management | 85,338 | $14.7M | 0.10% | +49,824+140.3% | Added |
| American National Bank | 86,213 | $14.9M | 1.52% | +375+0.4% | Added |
| HM Payson & Co | 87,811 | $15.1M | 0.24% | +44,134+101.0% | Added |
| Dillon & Associates Inc | 88,570 | $15.2M | 2.07% | +7,419+9.1% | Added |
| Punch & Associates Investment Management, Inc. | 88,616 | $15.3M | 0.94% | +2,731+3.2% | Added |
| Cornerstone Capital, Inc. | 89,078 | $15.4M | 1.61% | −4,065−4.4% | Reduced |
| Swiss Life Asset Management Ltd | 90,546 | $15.6M | 0.09% | −27,381−23.2% | Reduced |
| Broderick Brian C | 91,727 | $15.8M | 3.13% | −3,562−3.7% | Reduced |
| GAM Holding AG | 91,856 | $15.8M | 1.11% | −7,607−7.6% | Reduced |
| Utah Retirement Systems | 92,584 | $16.0M | 0.17% | −1,199−1.3% | Reduced |
| Running Oak Capital LLC | 93,545 | $16.1M | 1.79% | +20,044+27.3% | Added |
| Covington Investment Advisors Inc. | 94,056 | $16.2M | 2.32% | +3,445+3.8% | Added |
| USS Investment Management Ltd | 94,940 | $16.4M | 0.10% | −300.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 95,355 | $16.4M | 4.31% | −2,382−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,383 | $16.4M | 0.15% | +2,400+2.6% | Added |
| Rockefeller Capital Management L.P. | 85,256 | $16.5M | 0.04% | −9,422−10.0% | Reduced |
| Daiwa Securities Group Inc. | 96,375 | $16.6M | 0.06% | +9,464+10.9% | Added |
| HighTower Advisors, LLC | 98,674 | $17.0M | 0.02% | +21,112+27.2% | Added |
| Commonwealth Equity Services, LLC | 98,698 | $17.0M | 0.02% | −15,401−13.5% | Reduced |
| Redwood Grove Capital, LLC | 98,732 | $17.0M | 5.65% | −500−0.5% | Reduced |
| Xponance, Inc. | 99,273 | $17.1M | 0.14% | −539−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 99,731 | $17.2M | 0.13% | +10,300+11.5% | Added |
| Gotham Asset Management, LLC | 99,802 | $17.2M | 0.10% | +25,128+33.7% | Added |
| Jain Global LLC | 99,956 | $17.2M | 0.27% | −2,944−2.9% | Reduced |
| Applied Finance Capital Management, LLC | 100,344 | $17.3M | 1.18% | −1,327−1.3% | Reduced |
| Fifth Third Bancorp | 100,479 | $17.3M | 0.06% | −3,970−3.8% | Reduced |
| Bailard, Inc. | 100,552 | $17.3M | 0.40% | +4,389+4.6% | Added |
| Groupe la Francaise | 101,012 | $17.3M | 0.28% | +16,434+19.4% | Added |
| Toroso Investments, LLC | 100,982 | $17.4M | 0.11% | +43,942+77.0% | Added |
| OP Asset Management Ltd | 101,424 | $17.5M | 0.26% | +33,958+50.3% | Added |