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 |
|---|---|---|---|---|---|
| 1 North Wealth Services LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $17.2K | 0.00% | +74+284.6% | Added |
| Hurley Capital, LLC | 100 | $17.2K | 0.01% | +100 | New |
| Tortoise Investment Management, LLC | 101 | $17.4K | 0.00% | +23+29.5% | Added |
| TD Capital Management LLC | 109 | $18.8K | 0.00% | +72+194.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 115 | $19.8K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 122 | $21.0K | 0.01% | +122 | New |
| Kilter Group LLC | 122 | $21.0K | 0.01% | +122 | New |
| Abound Wealth Management | 123 | $21.3K | 0.01% | +29+30.9% | Added |
| Lummis Asset Management, LP | 128 | $22.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 130 | $22.4K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 130 | $22.4K | 0.01% | +130 | New |
| Vega Investment Solutions | 131 | $22.6K | 0.01% | −105−44.5% | Reduced |
| Hanson & Doremus Investment Management | 140 | $24.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 140 | $24.2K | 0.00% | −987−87.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 143 | $24.6K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 144 | $24.8K | 0.00% | +144 | New |
| Boyd Watterson Asset Management LLC | 149 | $25.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $25.9K | 0.02% | −152−50.3% | Reduced |
| Compass Financial Services Inc | 150 | $25.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 151 | $26.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 153 | $26.4K | 0.02% | −26−14.5% | Reduced |
| Dunhill Financial, LLC | 155 | $26.8K | 0.01% | −1−0.6% | Reduced |
| Asset Dedication, LLC | 157 | $27.1K | 0.00% | +67+74.4% | Added |
| Alerus Financial NA | 160 | $27.6K | 0.00% | +160 | New |
| Banque de Luxembourg S.A. | 125 | $27.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 162 | $27.9K | 0.01% | +23+16.5% | Added |
| Gables Capital Management Inc. | 171 | $29.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $30.2K | 0.02% | −76−30.3% | Reduced |
| Painted Porch Advisors LLC | 177 | $30.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 181 | $31.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 182 | $31.4K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 195 | $33.6K | 0.02% | +195 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 198 | $34.1K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $34.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 34,482 | $34.5K | 0.03% | +34,282+17,141.0% | Added |
| Clear Street LLC | 200 | $34.5K | 0.00% | +200 | New |
| Marshall & Sterling Wealth Advisors Inc. | 205 | $35.3K | 0.02% | +175+583.3% | Added |
| Christopher J. Hasenberg, Inc | 207 | $35.7K | 0.01% | +142+218.5% | Added |
| Armstrong Advisory Group, Inc | 212 | $36.6K | 0.00% | +136+178.9% | Added |
| Clean Yield Group | 214 | $36.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 220 | $37.9K | 0.00% | −33,690−99.4% | Reduced |
| High Note Wealth, LLC | 220 | $37.9K | 0.01% | −104−32.1% | Reduced |
| Knuff & Co LLC | 220 | $37.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $37.9K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 225 | $38.0K | 0.01% | −199−46.9% | Reduced |
| Roxbury Financial LLC | 228 | $39.3K | 0.04% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 297 | $39.4K | 0.01% | +297 | New |
| Redmont Wealth Advisors LLC | 231 | $39.8K | 0.06% | +231 | New |
| Medallion Wealth Advisors, LLC | 236 | $40.7K | 0.02% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 237 | $40.9K | 3.73% | −963−80.3% | Reduced |
| Quarry LP | 239 | $41.2K | 0.01% | +239 | New |
| Private Wealth Management Group, LLC | 240 | $41.4K | 0.01% | +18+8.1% | Added |
| Midwest Capital Advisors, LLC | 244 | $42.1K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 244 | $42.1K | 0.01% | +221+960.9% | Added |
| Cornerstone Planning Group LLC | 314 | $42.2K | 0.01% | +6+1.9% | Added |
| Solstein Capital, LLC | 248 | $42.8K | 0.02% | +248 | New |
| Monetary Management Group Inc | 250 | $43.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 254 | $43.8K | 0.01% | −87−25.5% | Reduced |
| MPWM Advisory Solutions, LLC | 260 | $44.8K | 0.03% | −4−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $44.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 272 | $46.9K | 0.01% | −1,290−82.6% | Reduced |
| Concord Wealth Partners | 272 | $46.9K | 0.01% | −39−12.5% | Reduced |
| Sarver Vrooman Wealth Advisors | 275 | $47.4K | 0.03% | −99−26.5% | Reduced |
| Eastern Bank | 277 | $47.8K | 0.00% | −50−15.3% | Reduced |
| Bell Investment Advisors, Inc | 283 | $48.8K | 0.01% | −3−1.0% | Reduced |
| REAP Financial Group, LLC | 284 | $48.9K | 0.01% | +194+215.6% | Added |
| 1248 Management, LLC | 284 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 292 | $50.3K | 0.02% | +100+52.1% | Added |
| Hollencrest Capital Management | 309 | $53.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 320 | $55.2K | 0.04% | +320 | New |
| IAG Wealth Partners, LLC | 331 | $57.1K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 339 | $58.4K | 0.05% | −45−11.7% | Reduced |
| Rise Advisors, LLC | 340 | $58.6K | 0.02% | −20−5.6% | Reduced |
| Covestor Ltd | 341 | $59.0K | 0.03% | −245−41.8% | Reduced |
| Bellwether Advisors, LLC | 343 | $59.1K | 0.01% | +240+233.0% | Added |
| Sunbelt Securities, Inc. | 294 | $60.4K | 0.01% | +250+568.2% | Added |
| Piscataqua Savings Bank | 355 | $61.2K | 0.05% | −22−5.8% | Reduced |
| Ancora Advisors, LLC | 365 | $63.0K | 0.00% | +182+99.5% | Added |
| Capital Advisors, Ltd. LLC | 366 | $63.0K | 0.01% | −55−13.1% | Reduced |
| Hoese & Co LLP | 368 | $63.4K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 375 | $64.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 369 | $64.0K | 0.00% | +34+10.1% | Added |
| Clear Street Markets LLC | 373 | $64.3K | 0.02% | +368+7,360.0% | Added |
| Meeder Asset Management Inc | 374 | $64.5K | 0.00% | −1,130−75.1% | Reduced |
| Financial Network Wealth Advisors LLC | 375 | $64.7K | 0.08% | +58+18.3% | Added |
| WPG Advisers, LLC | 376 | $64.8K | 0.05% | −3−0.8% | Reduced |
| Sierra Ocean, LLC | 376 | $64.8K | 0.05% | +110+41.4% | Added |
| Deseret Mutual Benefit Administrators | 381 | $65.7K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $66.4K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 389 | $67.1K | 0.04% | −847−68.5% | Reduced |
| Westside Investment Management, Inc. | 393 | $67.8K | 0.01% | +62+18.7% | Added |
| Goodman Advisory Group, LLC | 395 | $68.1K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $69.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 400 | $69.0K | 0.00% | +100+33.3% | Added |
| West Oak Capital, LLC | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 409 | $70.5K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 416 | $71.7K | 0.03% | +415+41,500.0% | Added |
| ORG Partners LLC | 426 | $73.5K | 0.02% | +337+378.7% | Added |