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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management LLP | 450 | $77.6K | 0.00% | −250−35.7% | Reduced |
| Princeton Global Asset Management LLC | 455 | $78.4K | 0.01% | +55+13.8% | Added |
| TSFG, LLC | 471 | $81.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 496 | $85.5K | 0.01% | −285−36.5% | Reduced |
| Atwood & Palmer Inc | 500 | $86.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 517 | $89.1K | 0.01% | −152−22.7% | Reduced |
| Financial Management Professionals, Inc. | 518 | $89.3K | 0.01% | −775−59.9% | Reduced |
| North Capital, Inc. | 532 | $91.7K | 0.08% | −89−14.3% | Reduced |
| AllSquare Wealth Management LLC | 540 | $93.1K | 0.05% | +45+9.1% | Added |
| Financial Perspectives, Inc | 550 | $94.8K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 597 | $102.9K | 0.01% | −29−4.6% | Reduced |
| Rialto Wealth Management, LLC | 606 | $104.5K | 0.03% | +1+0.2% | Added |
| WFA Asset Management Corp | 712 | $106.1K | 0.06% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 622 | $107.2K | 0.13% | +622 | New |
| ORG Wealth Partners, LLC | 631 | $109.0K | 0.03% | −168−21.0% | Reduced |
| Rowland & Co Investment Counsel | 654 | $112.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 682 | $117.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $119.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 704 | $121.0K | 0.03% | +46+7.0% | Added |
| Bank of New Hampshire | 710 | $122.4K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 712 | $122.8K | 0.02% | −791−52.6% | Reduced |
| Grove Bank & Trust | 734 | $126.5K | 0.02% | +37+5.3% | Added |
| Plante Moran Financial Advisors, LLC | 750 | $129.3K | 0.01% | −220−22.7% | Reduced |
| Washington Trust Advisors, Inc. | 757 | $130.5K | 0.01% | −228−23.1% | Reduced |
| LRI Investments, LLC | 20,272 | $130.7K | 0.01% | −447−2.2% | Reduced |
| Evergreen Private Wealth LLC | 767 | $132.2K | 0.06% | −186−19.5% | Reduced |
| Putney Financial Group LLC | 798 | $137.6K | 0.14% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 800 | $137.9K | 0.11% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 800 | $138.0K | 0.00% | +800 | New |
| Pension & Wealth Management Advisors, Inc. | 802 | $138.4K | 0.05% | +99+14.1% | Added |
| Crowley Wealth Management, Inc. | 836 | $144.1K | 0.13% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 844 | $145.5K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 854 | $147.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 859 | $148.0K | 0.02% | −77−8.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $150.3K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 877 | $151.2K | 0.15% | 00.0% | Unchanged |
| Operose Advisors LLC | 917 | $158.1K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 920 | $158.6K | 0.04% | +920 | New |
| Icon Wealth Advisors, LLC | 952 | $164.1K | 0.01% | −957−50.1% | Reduced |
| Oakworth Capital, Inc. | 1,018 | $175.5K | 0.01% | −47−4.4% | Reduced |
| FNY Investment Advisers, LLC | 1,069 | $184.0K | 0.08% | +1,069 | New |
| Catalyst Capital Advisors LLC | 1,088 | $187.6K | 0.00% | −74−6.4% | Reduced |
| Kiker Wealth Management, LLC | 1,106 | $190.7K | 0.11% | +354+47.1% | Added |
| JNBA Financial Advisors | 1,138 | $196.2K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,139 | $196.4K | 0.01% | +204+21.8% | Added |
| Finivi Inc. | 1,163 | $200.5K | 0.14% | +9+0.8% | Added |
| Exchange Traded Concepts, LLC | 1,164 | $200.7K | 0.00% | −8,974−88.5% | Reduced |
| Myecfo, LLC | 1,174 | $202.4K | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,177 | $202.9K | 0.02% | −65−5.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,180 | $203.4K | 0.13% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 1,182 | $203.8K | 0.13% | −3,046−72.0% | Reduced |
| Apella Capital, LLC | 1,176 | $203.8K | 0.01% | −78−6.2% | Reduced |
| UMA Financial Services, Inc. | 1,192 | $205.5K | 0.03% | +128+12.0% | Added |
| Jaffetilchin Investment Partners, LLC | 1,194 | $205.9K | 0.01% | −205−14.7% | Reduced |
| GSG Advisors LLC | 1,194 | $205.9K | 0.06% | −95−7.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,196 | $206.2K | 0.10% | +1,196 | New |
| Pettyjohn, Wood & White, Inc | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $206.9K | 0.15% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $206.9K | 0.24% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 1,200 | $206.9K | 0.05% | +1,200 | New |
| FDx Advisors, Inc. | 1,200 | $207.0K | 0.06% | +43+3.7% | Added |
| Boomfish Wealth Group, LLC | 1,201 | $207.1K | 0.12% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,204 | $207.6K | 0.17% | +1,204 | New |
| SageView Advisory Group, LLC | 1,489 | $208.4K | 0.01% | −109−6.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,217 | $209.8K | 0.04% | −112−8.4% | Reduced |
| Zions Bancorporation, National Association | 1,226 | $211.4K | 0.01% | −1,688−57.9% | Reduced |
| Norden Group LLC | 1,227 | $211.5K | 0.02% | +8+0.7% | Added |
| Oxford Asset Management LLP | 1,228 | $211.7K | 0.07% | +1,228 | New |
| 1858 Wealth Management, LLC | 1,236 | $213.1K | 0.16% | −34−2.7% | Reduced |
| Monument Capital Management | 1,241 | $214.0K | 0.06% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,249 | $215.3K | 0.04% | −177−12.4% | Reduced |
| Campbell Deegan Wealth Management, LLC | 1,249 | $215.4K | 0.21% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,250 | $215.5K | 0.11% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,252 | $215.9K | 0.04% | +1,252 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,259 | $217.1K | 0.11% | −105−7.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $217.5K | 0.17% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,262 | $217.6K | 0.08% | −3−0.2% | Reduced |
| Continuum Advisory, LLC | 1,277 | $220.2K | 0.03% | +185+16.9% | Added |
| Lion Street Advisors, LLC | 1,277 | $220.2K | 0.07% | +1,277 | New |
| Pines Wealth Management, LLC | 1,258 | $220.8K | 0.08% | −402−24.2% | Reduced |
| Presilium Private Wealth, LLC | 1,283 | $221.2K | 0.05% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,284 | $221.4K | 0.22% | +31+2.5% | Added |
| Ipswich Investment Management Co., Inc. | 1,285 | $221.5K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 1,287 | $221.9K | 0.01% | +24+1.9% | Added |
| bLong Financial, LLC | 1,288 | $222.1K | 0.17% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,292 | $222.8K | 0.02% | −34−2.6% | Reduced |
| Empirical Asset Management, LLC | 1,293 | $222.9K | 0.07% | +183+16.5% | Added |
| Financial Partners Group, LLC | 1,293 | $222.9K | 0.08% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,295 | $223.3K | 0.04% | +93+7.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,299 | $224.0K | 0.03% | −202−13.5% | Reduced |
| American Money Management, LLC | 1,309 | $225.7K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,310 | $225.9K | 0.12% | 00.0% | Unchanged |
| Essex Savings Bank | 1,311 | $226.0K | 0.05% | +201+18.1% | Added |
| Verus Capital Partners, LLC | 1,311 | $226.0K | 0.02% | −31−2.3% | Reduced |
| Cobblestone Capital Advisors LLC | 1,315 | $226.7K | 0.01% | −20−1.5% | Reduced |
| Trust Co | 1,317 | $227.1K | 0.03% | 00.0% | Unchanged |