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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 1,718 | $296.2K | 0.02% | −100−5.5% | Reduced |
| IVC Wealth Advisors LLC | 1,722 | $296.9K | 0.14% | +3+0.2% | Added |
| Mather Group, LLC. | 1,723 | $297.0K | 0.00% | −329−16.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,723 | $297.1K | 0.01% | +19+1.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,732 | $298.6K | 0.01% | −44−2.5% | Reduced |
| Sentry Investment Management LLC | 1,757 | $299.0K | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,738 | $299.6K | 0.03% | −14−0.8% | Reduced |
| Kaizen Financial Strategies | 1,738 | $299.6K | 0.15% | +3+0.2% | Added |
| Advisor Resource Council | 1,739 | $299.8K | 0.15% | −19,365−91.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $299.8K | 0.07% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,743 | $300.5K | 0.05% | +1,743 | New |
| Trust Point Inc. | 1,745 | $300.9K | 0.03% | −122−6.5% | Reduced |
| Seeds Investor LLC | 1,747 | $301.2K | 0.07% | −767−30.5% | Reduced |
| Tobam | 1,758 | $303.0K | 0.12% | +1,758 | New |
| Quantum Financial Planning Services, Inc. | 1,765 | $304.3K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,765 | $304.3K | 0.01% | +451+34.3% | Added |
| Fiduciary Group LLC | 1,770 | $305.2K | 0.03% | +70+4.1% | Added |
| Old Port Advisors | 1,775 | $306.0K | 0.08% | +12+0.7% | Added |
| Cascade Financial Partners, LLC | 1,780 | $306.9K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,785 | $307.8K | 0.03% | +86+5.1% | Added |
| Boston Private Wealth LLC | 1,787 | $308.1K | 0.02% | +1,787 | New |
| Excalibur Management Corp | 1,794 | $309.3K | 0.12% | −175−8.9% | Reduced |
| Canandaigua National Bank & Trust Co | 1,795 | $309.5K | 0.03% | −57−3.1% | Reduced |
| Mitchell Sinkler & Starr | 1,799 | $310.2K | 0.15% | +262+17.0% | Added |
| Moss Adams Wealth Advisors LLC | 1,800 | $310.3K | 0.03% | −291−13.9% | Reduced |
| RMR Wealth Builders | 1,803 | $310.9K | 0.03% | −26−1.4% | Reduced |
| Cromwell Holdings LLC | 1,807 | $311.5K | 0.19% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,811 | $312.2K | 0.07% | −100−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,811 | $312.2K | 0.02% | +55+3.1% | Added |
| Inscription Capital, LLC | 1,821 | $314.0K | 0.05% | +1,821 | New |
| NTV Asset Management LLC | 1,828 | $315.2K | 0.04% | −11−0.6% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $315.5K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,831 | $315.7K | 0.15% | −58−3.1% | Reduced |
| Crewe Advisors LLC | 1,833 | $316.0K | 0.04% | +2+0.1% | Added |
| Osterweis Capital Management Inc | 1,836 | $316.5K | 0.02% | +518+39.3% | Added |
| Caxton Associates LLP | 1,837 | $316.7K | 0.01% | −50,402−96.5% | Reduced |
| Versor Investments LP | 1,841 | $317.4K | 0.06% | −40−2.1% | Reduced |
| Dearborn Partners LLC | 1,867 | $321.9K | 0.02% | −12−0.6% | Reduced |
| Portside Wealth Group, LLC | 1,873 | $322.9K | 0.05% | +138+8.0% | Added |
| H&H Retirement Design & Management INC | 1,959 | $324.1K | 0.18% | +115+6.2% | Added |
| Pure Financial Advisors, Inc. | 1,883 | $324.6K | 0.01% | +972+106.7% | Added |
| ICONIQ Capital, LLC | 1,893 | $326.4K | 0.01% | −1,152−37.8% | Reduced |
| Highlander Partners, L.P. | 1,900 | $327.6K | 0.13% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,936 | $329.9K | 0.30% | +14+0.7% | Added |
| Opal Wealth Advisors, LLC | 1,919 | $330.9K | 0.09% | −1,403−42.2% | Reduced |
| Keystone Financial Services | 1,928 | $332.4K | 0.11% | +191+11.0% | Added |
| Gryphon Financial Partners LLC | 1,930 | $332.8K | 0.04% | −158−7.6% | Reduced |
| Lloyd Advisory Services, LLC. | 1,936 | $333.8K | 0.16% | +1,936 | New |
| Wealth Management Associates, Inc. | 1,948 | $335.9K | 0.13% | −2−0.1% | Reduced |
| Hickory Point Bank & Trust | 1,958 | $337.6K | 0.27% | −14−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 1,972 | $340.0K | 0.01% | +241+13.9% | Added |
| Integrated Investment Consultants, LLC | 1,976 | $340.7K | 0.07% | +1,976 | New |
| Strategic Blueprint, LLC | 1,977 | $340.9K | 0.02% | +83+4.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,985 | $342.2K | 0.11% | −185−8.5% | Reduced |
| Castleark Management LLC | 2,000 | $344.8K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $344.8K | 0.06% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $344.8K | 0.71% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,001 | $345.0K | 0.16% | +2,001 | New |
| Archer Investment Corp | 2,012 | $346.9K | 0.08% | −3−0.1% | Reduced |
| Waldron Private Wealth LLC | 2,022 | $348.6K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 2,023 | $348.8K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 2,032 | $350.3K | 0.04% | −714−26.0% | Reduced |
| KCM Investment Advisors LLC | 2,032 | $350.3K | 0.01% | −470−18.8% | Reduced |
| Fort Washington Investment Advisors Inc | 2,037 | $351.2K | 0.00% | +153+8.1% | Added |
| Palogic Value Management, L.P. | 2,039 | $351.5K | 0.15% | +91+4.7% | Added |
| Enterprise Financial Services Corp | 2,043 | $352.2K | 0.19% | −56−2.7% | Reduced |
| Independent Financial Group, LLC | 2,054 | $354.1K | 0.01% | +963+88.3% | Added |
| OneAscent Financial Services LLC | 2,057 | $355.0K | 0.03% | −915−30.8% | Reduced |
| Martingale Asset Management L P | 2,066 | $356.2K | 0.01% | −827−28.6% | Reduced |
| Fielder Capital Group LLC | 2,067 | $356.4K | 0.10% | −72−3.4% | Reduced |
| Catalytic Wealth RIA, LLC | 2,082 | $359.0K | 0.03% | +2,082 | New |
| International Assets Investment Management, LLC | 2,083 | $359.1K | 0.03% | −425−16.9% | Reduced |
| Quent Capital, LLC | 2,083 | $359.1K | 0.03% | +13+0.6% | Added |
| Vantage Financial Partners, LLC | 2,085 | $359.5K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,086 | $359.8K | 0.00% | +882+73.3% | Added |
| Ci Investments Inc. | 2,086 | $360.0K | 0.00% | +11+0.5% | Added |
| Peterson Wealth Services | 2,091 | $360.5K | 0.10% | +2+0.1% | Added |
| Calamos Wealth Management LLC | 2,092 | $360.7K | 0.02% | +7+0.3% | Added |
| JFS Wealth Advisors, LLC | 2,092 | $360.7K | 0.02% | +737+54.4% | Added |
| FJ Capital Management LLC | 2,098 | $361.7K | 0.04% | +394+23.1% | Added |
| Forte Capital LLC | 2,100 | $362.1K | 0.04% | −627−23.0% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $362.1K | 0.10% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,101 | $362.2K | 0.04% | +654+45.2% | Added |
| Seelaus Asset Management LLC | 2,121 | $365.7K | 0.32% | +2,121 | New |
| M3 Advisory Group, LLC | 2,127 | $366.6K | 0.25% | −132−5.8% | Reduced |
| LSV Asset Management | 2,140 | $369.0K | 0.00% | +176+9.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,147 | $370.2K | 0.13% | −91−4.1% | Reduced |
| Salem Investment Counselors Inc | 2,153 | $371.2K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,158 | $372.1K | 0.02% | +2,158 | New |
| 3Chopt Investment Partners, LLC | 2,169 | $374.0K | 0.09% | −150−6.5% | Reduced |
| Bigelow Investment Advisors, LLC | 2,170 | $374.1K | 0.16% | +209+10.7% | Added |
| Strategic Investment Solutions, Inc. | 2,181 | $376.0K | 0.11% | +2,181 | New |
| State of Wyoming | 2,192 | $377.9K | 0.05% | +863+64.9% | Added |
| Security Financial Services, INC. | 2,193 | $378.1K | 0.07% | +631+40.4% | Added |
| JCSD Capital, LLC | 2,200 | $379.3K | 0.74% | +2,200 | New |
| Gordian Capital Singapore Pte Ltd | 2,201 | $379.5K | 0.58% | +2,201 | New |
| Armis Advisers, LLC | 2,320 | $384.0K | 0.03% | +936+67.6% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $384.3K | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,250 | $387.9K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,252 | $388.3K | 0.08% | −193−7.9% | Reduced |