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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 5,652 | $974.4K | 0.10% | 00.0% | Unchanged |
| David Loasby | 7,238 | $979.5K | 0.08% | +356+5.2% | Added |
| Dynamic Advisor Solutions LLC | 5,703 | $983.3K | 0.03% | +495+9.5% | Added |
| Copperwynd Financial, LLC | 5,736 | $989.0K | 0.25% | +39+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 5,760 | $993.1K | 0.06% | +5,760 | New |
| Community Bank, N.A. | 5,788 | $997.9K | 0.13% | +5,788 | New |
| Boston Common Asset Management, LLC | 5,804 | $1.00M | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,813 | $1.00M | 0.08% | +330+6.0% | Added |
| Jump Financial, LLC | 5,825 | $1.00M | 0.01% | +5,825 | New |
| Argonautica Private Wealth Management, Inc | 5,842 | $1.01M | 0.32% | −7−0.1% | Reduced |
| Inceptionr LLC | 5,895 | $1.02M | 0.24% | −2,478−29.6% | Reduced |
| Burling Wealth Partners, LLC | 5,904 | $1.02M | 0.19% | −849−12.6% | Reduced |
| Frank, Rimerman Advisors LLC | 5,952 | $1.03M | 0.07% | −2,375−28.5% | Reduced |
| Chicago Trust Co NA | 5,960 | $1.03M | 0.14% | −66−1.1% | Reduced |
| Stonebrook Private Inc. | 5,962 | $1.03M | 0.24% | −126−2.1% | Reduced |
| Drake & Associates, LLC | 5,969 | $1.03M | 0.25% | +1,363+29.6% | Added |
| Perkins Coie Trust Co | 5,990 | $1.03M | 0.18% | −7−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 5,992 | $1.03M | 0.03% | −753−11.2% | Reduced |
| Settian Capital LP | 6,000 | $1.03M | 0.73% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 6,000 | $1.03M | 0.18% | +6,000 | New |
| Arcataur Capital Management LLC | 6,037 | $1.04M | 0.33% | −5−0.1% | Reduced |
| Syon Capital LLC | 6,040 | $1.04M | 0.07% | −262−4.2% | Reduced |
| 1st Source Bank | 6,044 | $1.04M | 0.06% | +1,343+28.6% | Added |
| Soltis Investment Advisors LLC | 6,048 | $1.04M | 0.08% | −17,426−74.2% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,100 | $1.05M | 0.04% | +1,200+24.5% | Added |
| Gould Capital, LLC | 6,182 | $1.07M | 0.71% | +8+0.1% | Added |
| Financial Advocates Investment Management | 6,187 | $1.07M | 0.09% | −211−3.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,208 | $1.07M | 0.03% | −1,096−15.0% | Reduced |
| BankPlus Trust Department | 6,220 | $1.07M | 0.32% | −583−8.6% | Reduced |
| Prentiss Smith & Co Inc | 6,272 | $1.08M | 0.64% | +312+5.2% | Added |
| United Community Bank | 6,300 | $1.09M | 0.37% | +640+11.3% | Added |
| Boston Trust Walden Corp | 6,338 | $1.09M | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 6,350 | $1.09M | 0.10% | −15,200−70.5% | Reduced |
| NorthRock Partners, LLC | 6,386 | $1.10M | 0.03% | +17+0.3% | Added |
| Wedmont Private Capital | 6,450 | $1.10M | 0.05% | −439−6.4% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $1.10M | 0.62% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,430 | $1.11M | 0.06% | +502+8.5% | Added |
| Kingsview Wealth Management, LLC | 6,431 | $1.11M | 0.02% | +213+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,475 | $1.12M | 0.05% | +482+8.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,485 | $1.12M | 0.46% | −729−10.1% | Reduced |
| Yarbrough Capital, LLC | 6,499 | $1.12M | 0.04% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 6,551 | $1.13M | 0.49% | −12,072−64.8% | Reduced |
| Centurion Wealth Management LLC | 6,564 | $1.13M | 0.32% | −1,801−21.5% | Reduced |
| Trust Asset Management LLC | 6,571 | $1.13M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 6,613 | $1.14M | 0.01% | +3,300+99.6% | Added |
| Meritage Portfolio Management | 6,650 | $1.15M | 0.07% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,636 | $1.15M | 0.13% | +576+7.1% | Added |
| Hengehold Capital Management LLC | 6,697 | $1.15M | 0.11% | +221+3.4% | Added |
| Smith, Moore & Co. | 6,743 | $1.16M | 0.10% | −344−4.9% | Reduced |
| Sky Investment Group LLC | 6,749 | $1.16M | 0.20% | +1,780+35.8% | Added |
| Wayfinding Financial, LLC | 8,578 | $1.17M | 0.52% | −258−2.9% | Reduced |
| Empower Advisory Group, LLC | 6,774 | $1.17M | 0.00% | +188+2.9% | Added |
| SkyView Investment Advisors, LLC | 6,797 | $1.17M | 0.17% | −71−1.0% | Reduced |
| National Asset Management, Inc. | 6,806 | $1.17M | 0.06% | +2,281+50.4% | Added |
| Trust Co of Vermont | 6,807 | $1.17M | 0.06% | −105−1.5% | Reduced |
| HBK Sorce Advisory LLC | 6,812 | $1.17M | 0.03% | −198−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,824 | $1.18M | 0.02% | −99−1.4% | Reduced |
| Anchor Capital Advisors LLC | 6,829 | $1.18M | 0.03% | −140−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 6,836 | $1.18M | 0.09% | −3,839−36.0% | Reduced |
| Lecap Asset Management Ltd | 6,873 | $1.18M | 0.42% | +6,873 | New |
| Maia Wealth LLC | 6,875 | $1.19M | 0.23% | −439−6.0% | Reduced |
| Legacy Trust | 6,876 | $1.19M | 0.29% | −20−0.3% | Reduced |
| Quest Partners LLC | 6,891 | $1.19M | 0.12% | +2,413+53.9% | Added |
| Court Place Advisors, LLC | 6,900 | $1.19M | 0.37% | −265−3.7% | Reduced |
| Sender Co & Partners, Inc. | 6,931 | $1.19M | 0.34% | +6,931 | New |
| Dean Investment Associates, LLC | 6,976 | $1.20M | 0.18% | +546+8.5% | Added |
| Dogwood Wealth Management LLC | 7,058 | $1.20M | 0.59% | +343+5.1% | Added |
| Great Diamond Partners, LLC | 7,019 | $1.21M | 0.26% | +7,019 | New |
| Voya Financial Advisors, Inc. | 7,045 | $1.21M | 0.12% | +436+6.6% | Added |
| Moloney Securities Asset Management, LLC | 7,042 | $1.21M | 0.15% | −645−8.4% | Reduced |
| Renasant Bank | 7,069 | $1.22M | 0.81% | +2,764+64.2% | Added |
| J.W. Cole Advisors, Inc. | 7,083 | $1.22M | 0.03% | +763+12.1% | Added |
| Purkiss Capital Advisors LLC | 7,115 | $1.23M | 0.68% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,130 | $1.23M | 0.23% | −204−2.8% | Reduced |
| Pacific Point Advisors, LLC | 7,151 | $1.23M | 0.67% | +434+6.5% | Added |
| 17 Capital Partners, LLC | 7,173 | $1.24M | 0.71% | −340−4.5% | Reduced |
| Wesbanco Bank Inc | 7,181 | $1.24M | 0.04% | −499−6.5% | Reduced |
| Legend Financial Advisors, Inc. | 7,208 | $1.24M | 0.83% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 7,233 | $1.25M | 0.57% | +485+7.2% | Added |
| Veracity Capital LLC | 7,248 | $1.25M | 0.43% | +1,292+21.7% | Added |
| Warren Averett Asset Management, LLC | 7,294 | $1.26M | 0.01% | −607−7.7% | Reduced |
| Spinnaker Trust | 7,296 | $1.26M | 0.08% | 00.0% | Unchanged |
| Leo Wealth, LLC | 7,344 | $1.27M | 0.10% | +7,344 | New |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.28M | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,410 | $1.28M | 0.05% | +264+3.7% | Added |
| Mystic Asset Management, Inc. | 7,425 | $1.28M | 0.31% | +200+2.8% | Added |
| Eukles Asset Management | 7,476 | $1.29M | 0.53% | +130+1.8% | Added |
| SRS Capital Advisors, Inc. | 7,364 | $1.29M | 0.06% | +253+3.6% | Added |
| Radnor Capital Management, LLC | 7,524 | $1.30M | 0.21% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,525 | $1.30M | 0.02% | −310−4.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,616 | $1.31M | 0.15% | +942+14.1% | Added |
| CWA Asset Management Group, LLC | 7,617 | $1.31M | 0.06% | −1,220−13.8% | Reduced |
| Intelligence Driven Advisers, LLC | 7,676 | $1.32M | 0.20% | −60−0.8% | Reduced |
| Legato Capital Management LLC | 7,676 | $1.32M | 0.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,691 | $1.33M | 0.12% | −1,391−15.3% | Reduced |
| First Nebraska Trust Co | 7,735 | $1.33M | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,737 | $1.33M | 0.03% | +810+11.7% | Added |
| MorganRosel Wealth Management, LLC | 7,741 | $1.33M | 0.36% | +7,699+18,331.0% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.34M | 0.53% | −10−0.1% | Reduced |
| Profund Advisors LLC | 7,795 | $1.34M | 0.05% | −329−4.0% | Reduced |