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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,323 | $228.1K | 0.02% | +1,323 | New |
| IAM Advisory, LLC | 1,328 | $229.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,331 | $229.5K | 0.01% | −3,212−70.7% | Reduced |
| Baader Bank INC | 2,171 | $231.3K | 0.02% | −1,211−35.8% | Reduced |
| Raleigh Capital Management Inc. | 1,342 | $231.4K | 0.10% | +85+6.8% | Added |
| City State Bank | 1,345 | $231.9K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $232.8K | 0.17% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,356 | $233.8K | 0.15% | +1,356 | New |
| First Pacific Financial | 1,363 | $235.0K | 0.03% | +1,363 | New |
| Strategies Wealth Advisors, LLC | 1,365 | $235.3K | 0.03% | +6+0.4% | Added |
| Csenge Advisory Group | 1,446 | $235.4K | 0.01% | −67−4.4% | Reduced |
| Union Savings Bank | 1,700 | $236.2K | 0.11% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,371 | $236.4K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,371 | $236.4K | 0.01% | +1,371 | New |
| Intrua Financial, LLC | 1,376 | $237.2K | 0.03% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 1,378 | $237.6K | 0.11% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,379 | $237.8K | 0.06% | −352−20.3% | Reduced |
| Frazier Financial Advisors, LLC | 1,379 | $237.8K | 0.17% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,380 | $237.9K | 0.00% | 00.0% | Unchanged |
| Univest Financial Corp | 1,385 | $238.8K | 0.01% | −114−7.6% | Reduced |
| Ingalls & Snyder LLC | 1,394 | $240.0K | 0.01% | −157−10.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,396 | $240.7K | 0.23% | +263+23.2% | Added |
| CTC Alternative Strategies, Ltd. | 1,400 | $241.4K | 0.21% | +1,400 | New |
| Isthmus Partners, LLC | 1,408 | $242.8K | 0.03% | −150−9.6% | Reduced |
| Chickasaw Capital Management LLC | 1,414 | $244.0K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,420 | $244.8K | 0.03% | −77−5.1% | Reduced |
| RFG Advisory, LLC | 1,422 | $245.2K | 0.01% | +175+14.0% | Added |
| USAdvisors Wealth Management, LLC | 1,428 | $246.0K | 0.09% | −65−4.4% | Reduced |
| Sheets Smith Wealth Management | 1,429 | $246.4K | 0.03% | −2,972−67.5% | Reduced |
| Wolverine Trading, LLC | 1,431 | $246.6K | 0.01% | +1,431 | New |
| Alethea Capital Management, LLC | 1,432 | $246.9K | 0.19% | +1,432 | New |
| Claret Asset Management Corp | 1,433 | $247.0K | 0.03% | +14+1.0% | Added |
| E Fund Management Co., Ltd. | 1,433 | $247.1K | 0.01% | −30−2.1% | Reduced |
| J. Safra Sarasin Holding AG | 1,435 | $247.4K | 0.00% | −903−38.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,435 | $247.4K | 0.17% | +6+0.4% | Added |
| Mainsail Asset Management, LLC | 1,440 | $248.3K | 0.15% | +12+0.8% | Added |
| AGH Wealth Advisors, LLC | 1,442 | $248.6K | 0.20% | +28+2.0% | Added |
| S-Bank Fund Management Ltd | 1,443 | $248.8K | 0.04% | −123−7.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,456 | $251.4K | 0.01% | −496−25.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,460 | $251.7K | 0.06% | −40−2.7% | Reduced |
| Creekmur Asset Management LLC | 1,463 | $252.2K | 0.04% | +312+27.1% | Added |
| Rockland Trust Co | 1,480 | $255.2K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,505 | $255.4K | 0.04% | +167+12.5% | Added |
| Rothschild Investment LLC | 1,486 | $256.2K | 0.02% | +284+23.6% | Added |
| Kathmere Capital Management, LLC | 1,488 | $256.5K | 0.02% | +106+7.7% | Added |
| Private Wealth Asset Management, LLC | 1,489 | $256.7K | 0.03% | −73−4.7% | Reduced |
| Northern Oak Wealth Management Inc | 1,489 | $256.7K | 0.03% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,500 | $258.6K | 0.03% | −242−13.9% | Reduced |
| Claro Advisors LLC | 1,507 | $259.8K | 0.04% | −470−23.8% | Reduced |
| Richwood Investment Advisors, LLC | 1,510 | $260.3K | 0.21% | 00.0% | Unchanged |
| Onefund, LLC | 1,512 | $261.0K | 0.19% | −15−1.0% | Reduced |
| Colonial Trust Co | 1,521 | $262.2K | 0.04% | −180−10.6% | Reduced |
| Investors Asset Management of Georgia Inc | 1,522 | $262.4K | 0.12% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,525 | $262.9K | 0.02% | −391−20.4% | Reduced |
| Advanced Asset Management Advisors Inc | 1,525 | $262.9K | 0.07% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,528 | $263.4K | 0.03% | +45+3.0% | Added |
| SMART Wealth LLC | 1,528 | $263.5K | 0.08% | −2,261−59.7% | Reduced |
| JB Capital LLC | 1,529 | $263.6K | 0.01% | +10+0.7% | Added |
| Bellevue Asset Management, LLC | 1,540 | $265.5K | 0.13% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,540 | $265.5K | 0.07% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,560 | $269.0K | 0.09% | +107+7.4% | Added |
| Legacy Financial Group LLC | 1,562 | $269.3K | 0.04% | −93−5.6% | Reduced |
| De Burlo Group Inc | 1,563 | $269.5K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,566 | $270.0K | 0.06% | −12,009−88.5% | Reduced |
| Canton Hathaway, LLC | 1,570 | $270.0K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,575 | $271.5K | 0.00% | −354−18.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,575 | $271.5K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 1,585 | $273.3K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,588 | $273.8K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $275.9K | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,600 | $276.0K | 0.04% | −5,350−77.0% | Reduced |
| Roble, Belko & Company, Inc | 1,600 | $276.0K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $276.1K | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,604 | $276.5K | 0.10% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 1,605 | $276.7K | 0.11% | +40+2.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,607 | $277.1K | 0.06% | +140+9.5% | Added |
| GTS Securities LLC | 1,607 | $277.1K | 0.01% | −766−32.3% | Reduced |
| Adell Harriman & Carpenter Inc | 1,608 | $277.2K | 0.02% | +5+0.3% | Added |
| Old Second National Bank of Aurora | 1,631 | $281.2K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,633 | $281.5K | 0.03% | −112−6.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,638 | $282.4K | 0.02% | −103−5.9% | Reduced |
| MUFG Securities EMEA plc | 1,638 | $282.4K | 0.01% | +1,638 | New |
| 25 LLC | 1,642 | $283.1K | 0.10% | +10+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 1,643 | $283.3K | 0.10% | −3−0.2% | Reduced |
| River Street Advisors LLC | 1,651 | $284.6K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,005 | $286.7K | 0.01% | +474+31.0% | Added |
| Optimize Financial Inc | 1,663 | $286.7K | 0.18% | −10−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,668 | $287.6K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,668 | $287.6K | 0.12% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,670 | $287.9K | 0.11% | −24−1.4% | Reduced |
| Oxford Financial Group Ltd | 1,674 | $288.6K | 0.02% | −81−4.6% | Reduced |
| Goldstone Financial Group, LLC | 1,650 | $289.7K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,696 | $292.4K | 0.10% | −118−6.5% | Reduced |
| ROI Financial Advisors, LLC | 1,696 | $292.4K | 0.19% | +721+73.9% | Added |
| NewEdge Wealth, LLC | 2,206 | $292.7K | 0.00% | −735−25.0% | Reduced |
| Sandler Capital Management | 1,700 | $293.1K | 0.10% | −17,760−91.3% | Reduced |
| Security National Bank of Sioux City Iowa | 1,700 | $293.1K | 0.21% | −20−1.2% | Reduced |
| Harbour Trust & Investment Management Co | 1,714 | $295.5K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,714 | $295.5K | 0.03% | +28+1.7% | Added |
| Journey Strategic Wealth LLC | 1,718 | $296.2K | 0.01% | +103+6.4% | Added |