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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 3,097 | $534.0K | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,104 | $535.2K | 0.02% | −73−2.3% | Reduced |
| Centaurus Financial, Inc. | 3,107 | $536.0K | 0.03% | +142+4.8% | Added |
| Red Door Wealth Management, LLC | 3,111 | $536.4K | 0.06% | +277+9.8% | Added |
| BlueSpruce Investments, LP | 3,137 | $540.9K | 0.01% | +3,137 | New |
| Atlantic Trust, LLC | 3,149 | $542.9K | 0.10% | +125+4.1% | Added |
| Resonant Capital Advisors, LLC | 3,154 | $543.8K | 0.03% | +176+5.9% | Added |
| First Manhattan Co | 3,160 | $544.8K | 0.00% | −75−2.3% | Reduced |
| Flputnam Investment Management Co | 3,162 | $545.2K | 0.01% | −5,149−62.0% | Reduced |
| Wallace Advisory Group, LLC | 2,472 | $545.9K | 0.40% | −492−16.6% | Reduced |
| Quotient Wealth Partners, LLC | 3,167 | $546.0K | 0.02% | −262−7.6% | Reduced |
| Pointe Capital Management LLC | 3,187 | $549.5K | 0.29% | +29+0.9% | Added |
| Paragon Capital Management Ltd | 3,200 | $551.7K | 0.10% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $551.7K | 0.11% | −11−0.3% | Reduced |
| Talon Private Wealth, LLC | 3,208 | $553.1K | 0.08% | +60+1.9% | Added |
| Michels Family Financial, LLC | 3,216 | $554.5K | 0.47% | −124−3.7% | Reduced |
| Naples Global Advisors, LLC | 3,217 | $554.6K | 0.05% | +38+1.2% | Added |
| Impact Capital Partners LLC | 3,223 | $555.7K | 0.18% | −281−8.0% | Reduced |
| Matisse Capital | 3,248 | $560.0K | 0.26% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 3,249 | $560.2K | 0.34% | +586+22.0% | Added |
| Atomi Financial Group, Inc. | 3,250 | $560.3K | 0.02% | −3,467−51.6% | Reduced |
| Boit C F David | 3,250 | $560.3K | 0.27% | +1,100+51.2% | Added |
| PDS Planning, Inc | 3,253 | $560.9K | 0.04% | −168−4.9% | Reduced |
| Chung Wu Investment Group, LLC | 3,260 | $562.1K | 0.59% | −300−8.4% | Reduced |
| West Family Investments, Inc. | 3,272 | $564.1K | 0.15% | +1,348+70.1% | Added |
| Aventura Private Wealth, LLC | 3,278 | $565.2K | 0.24% | −1,444−30.6% | Reduced |
| LVZ Advisors, Inc. | 3,280 | $565.5K | 0.07% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,285 | $566.4K | 0.06% | +258+8.5% | Added |
| Miramar Capital, LLC | 3,300 | $569.0K | 0.13% | −275−7.7% | Reduced |
| Caption Management, LLC | 3,300 | $569.0K | 0.05% | +3,300 | New |
| Walleye Trading LLC | 3,304 | $569.6K | 0.01% | −78,627−96.0% | Reduced |
| Long Run Wealth Advisors, LLC | 3,319 | $572.2K | 0.12% | +330+11.0% | Added |
| Holderness Investments Co | 3,321 | $572.6K | 0.12% | −40−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,332 | $574.5K | 0.05% | +3,332 | New |
| Angeles Wealth Management, LLC | 3,341 | $576.0K | 0.04% | +114+3.5% | Added |
| Florida Financial Advisors, LLC | 3,342 | $576.2K | 0.19% | +719+27.4% | Added |
| Proficio Capital Partners LLC | 3,382 | $583.1K | 0.04% | +870+34.6% | Added |
| Optas, LLC | 3,386 | $583.8K | 0.11% | +104+3.2% | Added |
| Trust Co of Virginia | 3,389 | $584.3K | 0.05% | +3,389 | New |
| Twin City Private Wealth, LLC | 3,392 | $584.8K | 0.48% | +127+3.9% | Added |
| Davis R M Inc | 3,394 | $585.1K | 0.01% | +1,045+44.5% | Added |
| Retirement Planning Co of New England, Inc. | 3,410 | $587.9K | 0.26% | −5−0.1% | Reduced |
| Clarius Group, LLC | 3,418 | $589.3K | 0.03% | −515−13.1% | Reduced |
| May Hill Capital, LLC | 3,437 | $592.6K | 0.20% | −90−2.6% | Reduced |
| Grandfield & Dodd, LLC | 3,446 | $594.1K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,434 | $594.3K | 0.08% | −145−3.2% | Reduced |
| MMBG Investment Advisors Co. | 3,450 | $594.8K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,454 | $595.5K | 0.42% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,508 | $604.8K | 0.03% | −8−0.2% | Reduced |
| BSW Wealth Partners | 3,521 | $607.1K | 0.08% | +12+0.3% | Added |
| Bridgewater Advisors Inc. | 4,267 | $608.0K | 0.05% | −64−1.5% | Reduced |
| Sowell Financial Services LLC | 3,540 | $610.3K | 0.02% | +314+9.7% | Added |
| Citadel Investment Advisory, Inc. | 3,550 | $612.0K | 0.30% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,572 | $615.8K | 0.01% | −1,082−23.2% | Reduced |
| Carlson Capital L P | 3,600 | $620.7K | 0.35% | +3,600 | New |
| KMG Fiduciary Partners, LLC | 3,653 | $629.9K | 0.05% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 3,665 | $632.0K | 0.03% | +60+1.7% | Added |
| Conning Inc. | 3,668 | $632.4K | 0.02% | −1,100−23.1% | Reduced |
| Hutchinson Financial Advisors, INC | 3,690 | $636.2K | 0.71% | +3,690 | New |
| Ronald Blue Trust, Inc. | 3,711 | $639.8K | 0.01% | −1,250−25.2% | Reduced |
| GeoWealth Management, LLC | 3,714 | $640.3K | 0.02% | +37+1.0% | Added |
| Guardian Capital LP | 3,733 | $643.6K | 0.02% | +3,733 | New |
| Principal Street Partners, LLC | 3,734 | $643.8K | 0.06% | +89+2.4% | Added |
| EverSource Wealth Advisors, LLC | 3,737 | $644.2K | 0.03% | −604−13.9% | Reduced |
| Tritonpoint Wealth, LLC | 3,737 | $644.3K | 0.06% | +1,890+102.3% | Added |
| Accredited Investors Inc. | 3,738 | $644.5K | 0.04% | +1,875+100.6% | Added |
| KFG Wealth Management, LLC | 3,741 | $645.0K | 0.10% | +309+9.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,738 | $645.0K | 0.26% | +1,720+85.2% | Added |
| Shelton Capital Management | 3,747 | $646.0K | 0.01% | −37−1.0% | Reduced |
| Persistent Asset Partners Ltd | 3,752 | $646.9K | 0.57% | +3,752 | New |
| Legacy Wealth Asset Management, LLC | 3,777 | $651.2K | 0.17% | +38+1.0% | Added |
| Curated Wealth Partners LLC | 3,796 | $654.5K | 0.08% | +614+19.3% | Added |
| HF Advisory Group, LLC | 3,796 | $654.5K | 0.26% | −66−1.7% | Reduced |
| Alpha Family Trust | 3,805 | $656.0K | 0.32% | 00.0% | Unchanged |
| Axq Capital, LP | 3,810 | $656.9K | 0.21% | −2,625−40.8% | Reduced |
| Citizens National Bank Trust Department | 3,815 | $657.7K | 0.13% | 00.0% | Unchanged |
| Nwam LLC | 4,458 | $660.0K | 0.04% | +4,458 | New |
| Outlook Wealth Advisors, LLC | 3,862 | $665.8K | 0.17% | −4−0.1% | Reduced |
| Western Financial Corp | 3,868 | $666.9K | 0.36% | +459+13.5% | Added |
| Madrona Financial Services, LLC | 3,893 | $671.2K | 0.16% | +12+0.3% | Added |
| Alberta Investment Management Corp | 3,900 | $672.4K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,900 | $672.4K | 0.09% | +79+2.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $674.3K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,948 | $680.7K | 0.03% | +1,511+62.0% | Added |
| ISAM Funds (UK) Ltd | 3,950 | $681.0K | 0.15% | +3,950 | New |
| Plan A Wealth LLC | 3,958 | $682.4K | 0.39% | +2,135+117.1% | Added |
| RBF Capital, LLC | 4,000 | $689.6K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,003 | $690.2K | 0.35% | −73−1.8% | Reduced |
| Vista Capital Partners, Inc. | 4,026 | $694.1K | 0.08% | −10−0.2% | Reduced |
| Farringdon Capital, Ltd. | 4,031 | $695.0K | 0.23% | +4,031 | New |
| MONECO Advisors, LLC | 4,039 | $696.4K | 0.06% | +113+2.9% | Added |
| Checchi Capital Advisers, LLC | 4,046 | $697.6K | 0.05% | +19+0.5% | Added |
| Bridgefront Capital, LLC | 4,051 | $698.4K | 0.19% | +4,051 | New |
| Chesapeake Wealth Management | 4,055 | $699.1K | 0.23% | −113−2.7% | Reduced |
| Aurora Investment Counsel | 4,060 | $700.0K | 0.37% | −74−1.8% | Reduced |
| Maven Securities LTD | 4,076 | $702.7K | 0.18% | +4,076 | New |
| Savvy Advisors, Inc. | 4,098 | $706.5K | 0.05% | +1,179+40.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,100 | $706.9K | 0.37% | +3,600+720.0% | Added |
| Prasad Wealth Partners, LLC | 4,149 | $715.3K | 0.21% | −80−1.9% | Reduced |
| Central Bank & Trust Co | 4,149 | $715.3K | 0.12% | +78+1.9% | Added |