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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 4,156 | $716.5K | 0.15% | +318+8.3% | Added |
| AE Wealth Management LLC | 4,158 | $717.0K | 0.01% | +42+1.0% | Added |
| Confluence Wealth Services, Inc. | 4,160 | $717.2K | 0.04% | +9+0.2% | Added |
| St Germain D J Co Inc | 4,161 | $717.4K | 0.03% | −63−1.5% | Reduced |
| Net Worth Advisory Group | 4,199 | $723.9K | 0.16% | +44+1.1% | Added |
| Parkside Financial Bank & Trust | 4,200 | $724.1K | 0.08% | +28+0.7% | Added |
| Aspire Private Capital, LLC | 4,206 | $725.2K | 0.17% | +105+2.6% | Added |
| Crux Wealth Advisors | 4,226 | $728.6K | 0.31% | +48+1.1% | Added |
| Hilltop Holdings Inc. | 4,233 | $729.8K | 0.05% | −679−13.8% | Reduced |
| Balyasny Asset Management LLC | 4,233 | $729.8K | 0.00% | +720+20.5% | Added |
| Howard Capital Management Inc. | 4,248 | $732.4K | 0.01% | +765+22.0% | Added |
| T. Rowe Price Investment Management, Inc. | 4,260 | $735.0K | 0.00% | +397+10.3% | Added |
| LMR Partners LLP | 4,265 | $735.3K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $737.9K | 0.15% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,318 | $744.4K | 0.06% | +98+2.3% | Added |
| Clear Harbor Asset Management, LLC | 4,350 | $750.0K | 0.06% | +37+0.9% | Added |
| Vestor Capital, LLC | 19,994 | $750.0K | 0.07% | −111,468−84.8% | Reduced |
| Rehmann Capital Advisory Group | 4,365 | $752.6K | 0.05% | −65−1.5% | Reduced |
| Cornercap Investment Counsel Inc | 4,401 | $758.8K | 0.40% | +4,401 | New |
| Ipsen Advisor Group LLC | 4,402 | $758.9K | 0.58% | +4,402 | New |
| Copperleaf Capital, LLC | 4,423 | $762.6K | 0.39% | −21−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,424 | $762.7K | 0.04% | +39+0.9% | Added |
| Magnolia Capital Advisors LLC | 4,439 | $765.3K | 0.19% | −138−3.0% | Reduced |
| Caldwell Trust Co | 4,445 | $766.4K | 0.08% | +175+4.1% | Added |
| Okabena Investment Services Inc | 4,448 | $766.9K | 0.17% | −1,552−25.9% | Reduced |
| Employees Retirement System of Texas | 4,451 | $767.0K | 0.01% | +4,451 | New |
| RIA Advisory Group LLC | 4,478 | $772.1K | 0.23% | −1,748−28.1% | Reduced |
| Forbes J M & Co LLP | 4,483 | $772.9K | 0.07% | −583−11.5% | Reduced |
| Roberts Glore & Co Inc | 4,504 | $776.5K | 0.23% | +185+4.3% | Added |
| Ellis Investment Partners, LLC | 4,507 | $777.1K | 0.15% | −38−0.8% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,565 | $787.1K | 0.59% | +4,565 | New |
| Raiffeisen Bank International AG | 4,622 | $787.5K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,568 | $787.6K | 0.06% | +619+15.7% | Added |
| Journey Advisory Group, LLC | 4,576 | $788.9K | 0.06% | −118−2.5% | Reduced |
| Abacus Wealth Partners, LLC | 4,606 | $794.1K | 0.12% | +72+1.6% | Added |
| Leonteq Securities AG | 4,612 | $795.2K | 0.05% | −503−9.8% | Reduced |
| IFC Advisors LLC | 4,615 | $795.7K | 0.15% | −107−2.3% | Reduced |
| Ellevest, Inc. | 4,617 | $796.0K | 0.13% | +129+2.9% | Added |
| Westbourne Investment Advisors, Inc. | 4,634 | $798.9K | 0.24% | −181−3.8% | Reduced |
| Optimum Investment Advisors | 4,640 | $800.0K | 0.35% | +25+0.5% | Added |
| Meridian Wealth Management, LLC | 4,728 | $815.2K | 0.03% | −56−1.2% | Reduced |
| One Wealth Advisors, LLC | 4,729 | $815.3K | 0.11% | +21+0.4% | Added |
| Crumly & Associates Inc. | 4,785 | $825.0K | 0.20% | +172+3.7% | Added |
| Principle Wealth Partners LLC | 4,792 | $826.2K | 0.05% | +29+0.6% | Added |
| VeraBank, N.A. | 4,795 | $826.7K | 0.17% | −650−11.9% | Reduced |
| Beacon Pointe Advisors, LLC | 4,819 | $830.8K | 0.01% | −488−9.2% | Reduced |
| Simmons Bank | 4,829 | $832.6K | 0.06% | +1,718+55.2% | Added |
| GPS Wealth Strategies Group, LLC | 4,839 | $834.3K | 0.10% | +245+5.3% | Added |
| Avestar Capital, LLC | 4,844 | $835.2K | 0.06% | +674+16.2% | Added |
| Sandy Cove Advisors, LLC | 4,847 | $835.7K | 0.30% | −121−2.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,859 | $837.7K | 0.02% | −207−4.1% | Reduced |
| Neumann Capital Management, LLC | 4,890 | $843.1K | 0.27% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,897 | $844.4K | 0.02% | −11,578−70.3% | Reduced |
| Everhart Financial Group, Inc. | 4,957 | $854.6K | 0.10% | −327−6.2% | Reduced |
| GM Advisory Group, Inc. | 4,980 | $858.6K | 0.04% | +36+0.7% | Added |
| Washington Trust Co | 4,997 | $861.5K | 0.03% | −1,196−19.3% | Reduced |
| Bamco Inc | 5,000 | $862.0K | 0.00% | −8,000−61.5% | Reduced |
| Townsend Asset Management Corp | 5,004 | $862.7K | 0.31% | 00.0% | Unchanged |
| Beacon Financial Group | 5,019 | $865.3K | 0.09% | +152+3.1% | Added |
| Clear Creek Financial Management, LLC | 5,027 | $866.7K | 0.08% | −2,107−29.5% | Reduced |
| LGT Fund Management Co Ltd. | 5,043 | $869.5K | 0.08% | +5,043 | New |
| Capital Investment Advisors, LLC | 5,073 | $874.6K | 0.02% | −36−0.7% | Reduced |
| Nicolet Bankshares Inc | 5,076 | $875.2K | 0.15% | +207+4.3% | Added |
| Aster Capital Management (DIFC) Ltd | 5,094 | $878.3K | 0.20% | +5,094 | New |
| Clark Asset Management, LLC | 5,130 | $884.5K | 0.12% | +4,050+375.0% | Added |
| Baker Avenue Asset Management, LP | 5,130 | $884.5K | 0.03% | +140+2.8% | Added |
| Hilton Capital Management, LLC | 5,145 | $887.0K | 0.07% | +340+7.1% | Added |
| Commerzbank Aktiengesellschaft | 5,149 | $888.0K | 0.02% | +455+9.7% | Added |
| Aspire Growth Partners LLC | 5,152 | $888.3K | 0.73% | −240−4.5% | Reduced |
| Achmea Investment Management B.V. | 5,178 | $893.0K | 0.01% | −162,178−96.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,193 | $895.0K | 0.06% | +3,405+190.4% | Added |
| New England Research & Management, Inc. | 5,195 | $896.0K | 0.43% | +4,074+363.4% | Added |
| Gamco Investors, Inc. Et Al | 5,200 | $896.5K | 0.01% | +350+7.2% | Added |
| Certified Advisory Corp | 5,211 | $898.3K | 0.09% | +10+0.2% | Added |
| Legacy Financial Advisors, Inc. | 5,224 | $900.6K | 0.14% | +2,987+133.5% | Added |
| Ameritas Investment Partners, Inc. | 5,233 | $902.2K | 0.03% | −187−3.5% | Reduced |
| Scientech Research LLC | 5,233 | $902.2K | 0.22% | +2,965+130.7% | Added |
| LVM Capital Management Ltd | 5,250 | $905.0K | 0.09% | −150−2.8% | Reduced |
| Forum Financial Management, LP | 5,273 | $909.1K | 0.01% | −15−0.3% | Reduced |
| Gen-Wealth Partners Inc | 5,301 | $914.0K | 0.35% | +864+19.5% | Added |
| Drive Wealth Management, LLC | 5,311 | $915.7K | 0.20% | −347−6.1% | Reduced |
| Prelude Capital Management, LLC | 5,334 | $919.6K | 0.09% | −1,586−22.9% | Reduced |
| Advisors Capital Management, LLC | 5,352 | $922.8K | 0.01% | +790+17.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,400 | $931.0K | 0.37% | +5,305+5,584.2% | Added |
| Modera Wealth Management, LLC | 5,402 | $931.4K | 0.01% | −42−0.8% | Reduced |
| US Asset Management LLC | 5,406 | $932.0K | 0.81% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,421 | $935.0K | 0.16% | −294−5.1% | Reduced |
| Parsons Capital Management Inc | 5,435 | $937.0K | 0.06% | −20−0.4% | Reduced |
| Promethium Advisors,llc | 5,450 | $939.6K | 0.57% | +2,450+81.7% | Added |
| Great Lakes Advisors, LLC | 5,452 | $940.0K | 0.01% | −5,209−48.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,470 | $943.1K | 0.16% | +1,530+38.8% | Added |
| Semmax Financial Advisors Inc. | 7,121 | $948.8K | 0.24% | +1,160+19.5% | Added |
| Allred Capital Management, LLC | 5,549 | $956.7K | 0.36% | +174+3.2% | Added |
| Trivant Custom Portfolio Group, LLC | 5,552 | $957.2K | 0.53% | +389+7.5% | Added |
| Evergreen Capital Management LLC | 5,558 | $958.3K | 0.03% | −152−2.7% | Reduced |
| Neo Ivy Capital Management | 5,588 | $963.4K | 0.31% | +5,588 | New |
| Bridgeway Capital Management, LLC | 5,590 | $963.8K | 0.02% | −100−1.8% | Reduced |
| Cape Investment Advisory, Inc. | 5,616 | $968.3K | 0.35% | +827+17.3% | Added |
| Mutual Advisors, LLC | 6,835 | $970.7K | 0.02% | +1,129+19.8% | Added |
| Regal Investment Advisors LLC | 5,644 | $973.1K | 0.07% | +951+20.3% | Added |