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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 8,877 | $1.53M | 0.20% | −127−1.4% | Reduced |
| Winton Group Ltd | 8,874 | $1.53M | 0.08% | +8,874 | New |
| Key Financial Inc | 8,834 | $1.52M | 0.31% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 8,770 | $1.51M | 1.14% | +8,770 | New |
| Wedbush Securities Inc | 8,747 | $1.51M | 0.05% | −977−10.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,745 | $1.51M | 0.06% | +1,216+16.2% | Added |
| Alps Advisors Inc | 8,727 | $1.50M | 0.01% | +691+8.6% | Added |
| Moneta Group Investment Advisors LLC | 8,701 | $1.50M | 0.02% | +96+1.1% | Added |
| Park Place Capital Corp | 8,665 | $1.50M | 0.34% | +3,402+64.6% | Added |
| Bowman & Co S.C. | 8,610 | $1.48M | 0.66% | +216+2.6% | Added |
| Cardinal Point Capital Management, ULC | 8,607 | $1.48M | 0.12% | +7,352+585.8% | Added |
| South Dakota Investment Council | 8,600 | $1.48M | 0.03% | +8,600 | New |
| Pinebridge Investments, L.P. | 8,593 | $1.48M | 0.01% | −41,001−82.7% | Reduced |
| Allworth Financial LP | 8,592 | $1.48M | 0.01% | +875+11.3% | Added |
| Change Path, LLC | 8,583 | $1.48M | 0.04% | −139−1.6% | Reduced |
| Convergence Financial, LLC | 8,582 | $1.48M | 0.25% | +183+2.2% | Added |
| GLOBALT Investments LLC | 8,581 | $1.48M | 0.06% | −167−1.9% | Reduced |
| Haverford Trust Co | 8,463 | $1.46M | 0.01% | +952+12.7% | Added |
| Voleon Capital Management LP | 8,461 | $1.46M | 0.08% | +8,461 | New |
| Granite Investment Partners, LLC | 8,440 | $1.46M | 0.07% | 00.0% | Unchanged |
| First Interstate Bank | 8,437 | $1.45M | 0.09% | −422−4.8% | Reduced |
| Abacus Planning Group, Inc. | 8,420 | $1.45M | 0.22% | −146−1.7% | Reduced |
| Integral Investment Advisors, Inc. | 8,405 | $1.45M | 0.41% | +90+1.1% | Added |
| Pitcairn Co | 8,327 | $1.44M | 0.09% | −855−9.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,321 | $1.43M | 0.04% | +1,505+22.1% | Added |
| Delphi Management Inc | 8,300 | $1.43M | 1.38% | +1,546+22.9% | Added |
| PFG Advisors | 8,254 | $1.42M | 0.07% | +8,254 | New |
| Cooper Financial Group | 8,195 | $1.41M | 0.17% | −237−2.8% | Reduced |
| Addison Advisors LLC | 8,189 | $1.41M | 0.35% | −10−0.1% | Reduced |
| Mendel Money Management | 8,172 | $1.41M | 0.62% | +8,172 | New |
| Y.D. More Investments Ltd | 8,157 | $1.41M | 0.10% | +6,202+317.2% | Added |
| JGP Wealth Management, LLC | 8,156 | $1.41M | 0.17% | +160+2.0% | Added |
| Grimes & Company, Inc. | 8,108 | $1.40M | 0.04% | +334+4.3% | Added |
| Darwin Advisors, LLC | 8,098 | $1.40M | 0.48% | +3,377+71.5% | Added |
| Ifrah Financial Services, Inc. | 8,093 | $1.40M | 0.38% | −94−1.1% | Reduced |
| Pflug Koory, LLC | 8,092 | $1.40M | 0.71% | 00.0% | Unchanged |
| NBT Bank N A | 8,068 | $1.39M | 0.10% | −216−2.6% | Reduced |
| Manchester Capital Management LLC | 8,064 | $1.39M | 0.18% | −1,528−15.9% | Reduced |
| Institute for Wealth Management, LLC. | 8,044 | $1.39M | 0.15% | +1,826+29.4% | Added |
| Fukoku Mutual Life Insurance Co | 8,037 | $1.39M | 0.09% | +5,649+236.6% | Added |
| Thoroughbred Financial Services, LLC | 8,032 | $1.38M | 0.10% | −5,708−41.5% | Reduced |
| StoneX Group Inc. | 8,017 | $1.38M | 0.07% | +2,643+49.2% | Added |
| Kestra Private Wealth Services, LLC | 7,953 | $1.37M | 0.02% | +62+0.8% | Added |
| Koshinski Asset Management, Inc. | 7,929 | $1.37M | 0.10% | −1,695−17.6% | Reduced |
| Redwood Investment Management, LLC | 7,927 | $1.37M | 0.14% | +1,949+32.6% | Added |
| Landaas & Co | 7,922 | $1.37M | 0.33% | −311−3.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,895 | $1.36M | 0.04% | −135−1.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 7,817 | $1.35M | 0.59% | +7,817 | New |
| Profund Advisors LLC | 7,795 | $1.34M | 0.05% | −329−4.0% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.34M | 0.53% | −10−0.1% | Reduced |
| MorganRosel Wealth Management, LLC | 7,741 | $1.33M | 0.36% | +7,699+18,331.0% | Added |
| Ritholtz Wealth Management | 7,737 | $1.33M | 0.03% | +810+11.7% | Added |
| First Nebraska Trust Co | 7,735 | $1.33M | 0.13% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,691 | $1.33M | 0.12% | −1,391−15.3% | 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 |
| CWA Asset Management Group, LLC | 7,617 | $1.31M | 0.06% | −1,220−13.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,616 | $1.31M | 0.15% | +942+14.1% | Added |
| Williams Jones Wealth Management, LLC. | 7,525 | $1.30M | 0.02% | −310−4.0% | Reduced |
| Radnor Capital Management, LLC | 7,524 | $1.30M | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,364 | $1.29M | 0.06% | +253+3.6% | Added |
| Eukles Asset Management | 7,476 | $1.29M | 0.53% | +130+1.8% | Added |
| Mystic Asset Management, Inc. | 7,425 | $1.28M | 0.31% | +200+2.8% | Added |
| Level Four Advisory Services, LLC | 7,410 | $1.28M | 0.05% | +264+3.7% | Added |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.28M | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 7,344 | $1.27M | 0.10% | +7,344 | New |
| Spinnaker Trust | 7,296 | $1.26M | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,294 | $1.26M | 0.01% | −607−7.7% | Reduced |
| Veracity Capital LLC | 7,248 | $1.25M | 0.43% | +1,292+21.7% | Added |
| Ridgepath Capital Management LLC | 7,233 | $1.25M | 0.57% | +485+7.2% | Added |
| Legend Financial Advisors, Inc. | 7,208 | $1.24M | 0.83% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,181 | $1.24M | 0.04% | −499−6.5% | Reduced |
| 17 Capital Partners, LLC | 7,173 | $1.24M | 0.71% | −340−4.5% | Reduced |
| Pacific Point Advisors, LLC | 7,151 | $1.23M | 0.67% | +434+6.5% | Added |
| Lebenthal Global Advisors, LLC | 7,130 | $1.23M | 0.23% | −204−2.8% | Reduced |
| Purkiss Capital Advisors LLC | 7,115 | $1.23M | 0.68% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,083 | $1.22M | 0.03% | +763+12.1% | Added |
| Renasant Bank | 7,069 | $1.22M | 0.81% | +2,764+64.2% | Added |
| Moloney Securities Asset Management, LLC | 7,042 | $1.21M | 0.15% | −645−8.4% | Reduced |
| Voya Financial Advisors, Inc. | 7,045 | $1.21M | 0.12% | +436+6.6% | Added |
| Great Diamond Partners, LLC | 7,019 | $1.21M | 0.26% | +7,019 | New |
| Dogwood Wealth Management LLC | 7,058 | $1.20M | 0.59% | +343+5.1% | Added |
| Dean Investment Associates, LLC | 6,976 | $1.20M | 0.18% | +546+8.5% | Added |
| Sender Co & Partners, Inc. | 6,931 | $1.19M | 0.34% | +6,931 | New |
| Court Place Advisors, LLC | 6,900 | $1.19M | 0.37% | −265−3.7% | Reduced |
| Quest Partners LLC | 6,891 | $1.19M | 0.12% | +2,413+53.9% | Added |
| Legacy Trust | 6,876 | $1.19M | 0.29% | −20−0.3% | Reduced |
| Maia Wealth LLC | 6,875 | $1.19M | 0.23% | −439−6.0% | Reduced |
| Lecap Asset Management Ltd | 6,873 | $1.18M | 0.42% | +6,873 | New |
| Transcend Wealth Collective, LLC | 6,836 | $1.18M | 0.09% | −3,839−36.0% | Reduced |
| Anchor Capital Advisors LLC | 6,829 | $1.18M | 0.03% | −140−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,824 | $1.18M | 0.02% | −99−1.4% | Reduced |
| HBK Sorce Advisory LLC | 6,812 | $1.17M | 0.03% | −198−2.8% | Reduced |
| Trust Co of Vermont | 6,807 | $1.17M | 0.06% | −105−1.5% | Reduced |
| National Asset Management, Inc. | 6,806 | $1.17M | 0.06% | +2,281+50.4% | Added |
| SkyView Investment Advisors, LLC | 6,797 | $1.17M | 0.17% | −71−1.0% | Reduced |
| Empower Advisory Group, LLC | 6,774 | $1.17M | 0.00% | +188+2.9% | Added |
| Wayfinding Financial, LLC | 8,578 | $1.17M | 0.52% | −258−2.9% | Reduced |
| Sky Investment Group LLC | 6,749 | $1.16M | 0.20% | +1,780+35.8% | Added |
| Smith, Moore & Co. | 6,743 | $1.16M | 0.10% | −344−4.9% | Reduced |