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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 2,271 | $391.5K | 0.06% | +230+11.3% | Added |
| IHT Wealth Management, LLC | 2,281 | $393.2K | 0.01% | −103−4.3% | Reduced |
| Power Wealth Management LLC | 2,287 | $394.3K | 0.15% | +273+13.6% | Added |
| Lafayette Investments, Inc. | 2,288 | $394.5K | 0.08% | −1,500−39.6% | Reduced |
| Breakwater Capital Group | 2,301 | $396.7K | 0.06% | +28+1.2% | Added |
| Western Wealth Management, LLC | 2,304 | $397.2K | 0.02% | +94+4.3% | Added |
| Berry Wealth Group, LP | 2,308 | $397.9K | 0.28% | −23−1.0% | Reduced |
| WoodTrust Financial Corp | 2,307 | $398.0K | 0.06% | −300−11.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,314 | $399.0K | 0.19% | +70+3.1% | Added |
| Center for Financial Planning, Inc. | 2,315 | $399.1K | 0.05% | 00.0% | Unchanged |
| Brown Capital Management LLC | 2,327 | $401.2K | 0.01% | −960−29.2% | Reduced |
| Tranquilli Financial Advisor LLC | 2,334 | $402.4K | 0.25% | +591+33.9% | Added |
| Cypress Wealth Services, LLC | 2,355 | $406.0K | 0.07% | +857+57.2% | Added |
| Childress Capital Advisors, LLC | 2,368 | $408.3K | 0.10% | +21+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,385 | $411.2K | 0.22% | +9+0.4% | Added |
| Meyer Handelman Co | 2,400 | $413.8K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $413.8K | 0.18% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $415.5K | 0.12% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,425 | $418.1K | 0.06% | +2,425 | New |
| Fortem Financial Group, LLC | 2,437 | $420.2K | 0.14% | −3,147−56.4% | Reduced |
| Atlantic Union Bankshares Corp | 2,438 | $420.3K | 0.01% | +1,088+80.6% | Added |
| Cadinha & Co LLC | 2,440 | $420.7K | 0.07% | −85,985−97.2% | Reduced |
| Janney Capital Management LLC | 2,440 | $421.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,442 | $421.0K | 0.02% | −682−21.8% | Reduced |
| L2 Asset Management, LLC | 2,474 | $426.5K | 0.07% | +66+2.7% | Added |
| iA Global Asset Management Inc. | 2,483 | $428.0K | 0.01% | −73,756−96.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,492 | $429.6K | 0.03% | −1,808−42.0% | Reduced |
| Advisory Alpha, LLC | 2,492 | $429.6K | 0.01% | +312+14.3% | Added |
| Harrell Investment Partners, LLC | 2,510 | $432.7K | 0.11% | −10,333−80.5% | Reduced |
| Santori & Peters | 2,514 | $433.4K | 0.16% | −9−0.4% | Reduced |
| WBH Advisory Inc | 2,520 | $434.5K | 0.04% | 00.0% | Unchanged |
| Blalock Williams, LLC | 2,528 | $435.9K | 0.44% | +242+10.6% | Added |
| Peoples Bank | 2,531 | $436.4K | 0.27% | −74−2.8% | Reduced |
| First Bank & Trust | 2,543 | $438.4K | 0.08% | +51+2.0% | Added |
| Midwest Trust Co | 2,549 | $439.5K | 0.01% | +2,549 | New |
| Connecticut Wealth Management, LLC | 2,568 | $442.7K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,570 | $443.0K | 0.03% | −55−2.1% | Reduced |
| Teza Capital Management LLC | 2,572 | $443.4K | 0.33% | +395+18.1% | Added |
| Insigneo Advisory Services, LLC | 2,576 | $444.1K | 0.04% | −1,612−38.5% | Reduced |
| Northwest Bancshares, Inc. | 2,583 | $445.3K | 0.08% | +42+1.7% | Added |
| Perigon Wealth Management, LLC | 2,587 | $446.0K | 0.01% | −900−25.8% | Reduced |
| Banco BTG Pactual S.A. | 2,600 | $448.3K | 0.09% | +1,408+118.1% | Added |
| Rossby Financial, LCC | 2,602 | $448.6K | 0.17% | −45−1.7% | Reduced |
| Old National Bancorp | 2,607 | $449.5K | 0.01% | +444+20.5% | Added |
| Private Trust Co NA | 2,608 | $449.6K | 0.04% | +17+0.7% | Added |
| BCS Private Wealth Management, Inc. | 2,609 | $450.0K | 0.17% | +2,609 | New |
| Clarendon Private LLC | 2,628 | $453.1K | 0.44% | −1,516−36.6% | Reduced |
| Cornerstone Wealth Group, LLC | 2,635 | $454.3K | 0.03% | −46−1.7% | Reduced |
| CVA Family Office, LLC | 2,640 | $455.2K | 0.06% | −69−2.5% | Reduced |
| Sage Mountain Advisors LLC | 2,649 | $456.8K | 0.03% | −14−0.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,655 | $457.7K | 0.19% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,674 | $461.0K | 0.02% | +667+33.2% | Added |
| Somerset Group LLC | 2,689 | $463.6K | 0.39% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,694 | $464.4K | 0.06% | −51−1.9% | Reduced |
| Secure Asset Management, LLC | 2,698 | $465.2K | 0.09% | +2,698 | New |
| AlphaCore Capital LLC | 2,709 | $467.1K | 0.02% | +934+52.6% | Added |
| Ironsides Asset Advisors, LLC | 2,709 | $467.1K | 0.14% | +99+3.8% | Added |
| Portfolio Design Labs, LLC | 2,723 | $469.5K | 0.09% | −2,491−47.8% | Reduced |
| Rainier Family Wealth Inc | 2,724 | $469.6K | 0.47% | −484−15.1% | Reduced |
| Adviser Investments LLC | 2,731 | $470.9K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,735 | $471.5K | 0.05% | −450−14.1% | Reduced |
| Ontario Teachers Pension Plan Board | 2,738 | $472.1K | 0.01% | −471−14.7% | Reduced |
| Vista Investment Management | 2,740 | $472.4K | 0.18% | −100−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,752 | $474.5K | 0.01% | −80−2.8% | Reduced |
| Beacon Financial Advisory LLC | 2,753 | $474.6K | 0.12% | −550−16.7% | Reduced |
| Finward Bancorp | 2,758 | $475.5K | 0.38% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,780 | $479.2K | 0.19% | +2,780 | New |
| Schnieders Capital Management LLC | 2,782 | $479.6K | 0.08% | +483+21.0% | Added |
| Apeiron RIA LLC | 2,791 | $481.2K | 0.12% | −19−0.7% | Reduced |
| Laurion Capital Management LP | 2,796 | $482.1K | 0.06% | +2,796 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,811 | $484.6K | 0.04% | +77+2.8% | Added |
| Blume Capital Management, Inc. | 2,845 | $490.5K | 0.10% | −1,524−34.9% | Reduced |
| Flagship Wealth Advisors, LLC | 2,855 | $492.2K | 0.19% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,857 | $492.6K | 0.08% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,863 | $493.6K | 0.09% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,892 | $494.3K | 0.10% | −818−22.0% | Reduced |
| Tributary Capital Management, LLC | 2,880 | $496.5K | 0.04% | +250+9.5% | Added |
| Fidelis Capital Partners, LLC | 3,709 | $497.2K | 0.05% | −114−3.0% | Reduced |
| Wambolt & Associates, LLC | 2,888 | $498.7K | 0.17% | +586+25.5% | Added |
| D.B. Root & Company, LLC | 2,894 | $499.0K | 0.15% | +637+28.2% | Added |
| Flagship Harbor Advisors, LLC | 2,900 | $499.9K | 0.02% | −10−0.3% | Reduced |
| Strategy Asset Managers LLC | 2,908 | $501.4K | 0.09% | −88−2.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $501.4K | 0.06% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 2,919 | $503.3K | 0.44% | −723−19.9% | Reduced |
| R Squared Ltd | 2,928 | $504.8K | 0.28% | −352−10.7% | Reduced |
| Trueblood Wealth Management, LLC | 2,930 | $505.2K | 0.21% | +129+4.6% | Added |
| Invesco, LLC | 2,934 | $505.9K | 0.19% | +299+11.3% | Added |
| Bank of Stockton | 2,945 | $507.7K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,959 | $510.2K | 0.03% | −452−13.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,960 | $510.3K | 0.14% | +26+0.9% | Added |
| Silver Oak Securities, Inc | 2,962 | $510.7K | 0.04% | +132+4.7% | Added |
| Alta Advisers Ltd | 2,973 | $512.6K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $517.2K | 0.16% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,004 | $517.9K | 0.00% | +474+18.7% | Added |
| Foundations Investment Advisors, LLC | 3,023 | $521.2K | 0.01% | −1,537−33.7% | Reduced |
| Epiq Partners, LLC | 3,023 | $521.2K | 0.27% | +45+1.5% | Added |
| Beaumont Financial Advisors, LLC | 3,023 | $521.2K | 0.04% | +190+6.7% | Added |
| PFG Investments, LLC | 3,035 | $523.3K | 0.03% | +478+18.7% | Added |
| Exencial Wealth Advisors, LLC | 3,076 | $530.4K | 0.02% | +3,076 | New |
| Riverbridge Partners LLC | 3,080 | $531.0K | 0.01% | 00.0% | Unchanged |