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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 6,697 | $1.15M | 0.11% | +221+3.4% | Added |
| Cheviot Value Management, LLC | 8,636 | $1.15M | 0.13% | +576+7.1% | Added |
| Meritage Portfolio Management | 6,650 | $1.15M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 6,613 | $1.14M | 0.01% | +3,300+99.6% | Added |
| Trust Asset Management LLC | 6,571 | $1.13M | 0.08% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,564 | $1.13M | 0.32% | −1,801−21.5% | Reduced |
| Keeler Thomas Management LLC | 6,551 | $1.13M | 0.49% | −12,072−64.8% | Reduced |
| Yarbrough Capital, LLC | 6,499 | $1.12M | 0.04% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 6,485 | $1.12M | 0.46% | −729−10.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,475 | $1.12M | 0.05% | +482+8.0% | Added |
| Kingsview Wealth Management, LLC | 6,431 | $1.11M | 0.02% | +213+3.4% | Added |
| Tectonic Advisors LLC | 6,430 | $1.11M | 0.06% | +502+8.5% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.10M | 0.62% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,450 | $1.10M | 0.05% | −439−6.4% | Reduced |
| NorthRock Partners, LLC | 6,386 | $1.10M | 0.03% | +17+0.3% | Added |
| China Universal Asset Management Co., Ltd. | 6,350 | $1.09M | 0.10% | −15,200−70.5% | Reduced |
| Boston Trust Walden Corp | 6,338 | $1.09M | 0.01% | 00.0% | Unchanged |
| United Community Bank | 6,300 | $1.09M | 0.37% | +640+11.3% | Added |
| Prentiss Smith & Co Inc | 6,272 | $1.08M | 0.64% | +312+5.2% | Added |
| BankPlus Trust Department | 6,220 | $1.07M | 0.32% | −583−8.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,208 | $1.07M | 0.03% | −1,096−15.0% | Reduced |
| Financial Advocates Investment Management | 6,187 | $1.07M | 0.09% | −211−3.3% | Reduced |
| Gould Capital, LLC | 6,182 | $1.07M | 0.71% | +8+0.1% | Added |
| 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 |
| Soltis Investment Advisors LLC | 6,048 | $1.04M | 0.08% | −17,426−74.2% | Reduced |
| 1st Source Bank | 6,044 | $1.04M | 0.06% | +1,343+28.6% | Added |
| Syon Capital LLC | 6,040 | $1.04M | 0.07% | −262−4.2% | Reduced |
| Arcataur Capital Management LLC | 6,037 | $1.04M | 0.33% | −5−0.1% | 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 |
| Valeo Financial Advisors, LLC | 5,992 | $1.03M | 0.03% | −753−11.2% | Reduced |
| Perkins Coie Trust Co | 5,990 | $1.03M | 0.18% | −7−0.1% | Reduced |
| Drake & Associates, LLC | 5,969 | $1.03M | 0.25% | +1,363+29.6% | Added |
| Stonebrook Private Inc. | 5,962 | $1.03M | 0.24% | −126−2.1% | Reduced |
| Chicago Trust Co NA | 5,960 | $1.03M | 0.14% | −66−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 5,952 | $1.03M | 0.07% | −2,375−28.5% | Reduced |
| Burling Wealth Partners, LLC | 5,904 | $1.02M | 0.19% | −849−12.6% | Reduced |
| Inceptionr LLC | 5,895 | $1.02M | 0.24% | −2,478−29.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,842 | $1.01M | 0.32% | −7−0.1% | Reduced |
| Jump Financial, LLC | 5,825 | $1.00M | 0.01% | +5,825 | New |
| Eqis Capital Management, Inc. | 5,813 | $1.00M | 0.08% | +330+6.0% | Added |
| Boston Common Asset Management, LLC | 5,804 | $1.00M | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,788 | $997.9K | 0.13% | +5,788 | New |
| Campbell & CO Investment Adviser LLC | 5,760 | $993.1K | 0.06% | +5,760 | New |
| Copperwynd Financial, LLC | 5,736 | $989.0K | 0.25% | +39+0.7% | Added |
| Dynamic Advisor Solutions LLC | 5,703 | $983.3K | 0.03% | +495+9.5% | Added |
| David Loasby | 7,238 | $979.5K | 0.08% | +356+5.2% | Added |
| Shepherd Financial Partners LLC | 5,652 | $974.4K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,644 | $973.1K | 0.07% | +951+20.3% | Added |
| Mutual Advisors, LLC | 6,835 | $970.7K | 0.02% | +1,129+19.8% | Added |
| Cape Investment Advisory, Inc. | 5,616 | $968.3K | 0.35% | +827+17.3% | Added |
| Bridgeway Capital Management, LLC | 5,590 | $963.8K | 0.02% | −100−1.8% | Reduced |
| Neo Ivy Capital Management | 5,588 | $963.4K | 0.31% | +5,588 | New |
| Evergreen Capital Management LLC | 5,558 | $958.3K | 0.03% | −152−2.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,552 | $957.2K | 0.53% | +389+7.5% | Added |
| Allred Capital Management, LLC | 5,549 | $956.7K | 0.36% | +174+3.2% | Added |
| Semmax Financial Advisors Inc. | 7,121 | $948.8K | 0.24% | +1,160+19.5% | Added |
| Sompo Asset Management Co., Ltd. | 5,470 | $943.1K | 0.16% | +1,530+38.8% | Added |
| Great Lakes Advisors, LLC | 5,452 | $940.0K | 0.01% | −5,209−48.9% | Reduced |
| Promethium Advisors,llc | 5,450 | $939.6K | 0.57% | +2,450+81.7% | Added |
| Parsons Capital Management Inc | 5,435 | $937.0K | 0.06% | −20−0.4% | Reduced |
| Cigna Investments Inc | 5,421 | $935.0K | 0.16% | −294−5.1% | Reduced |
| US Asset Management LLC | 5,406 | $932.0K | 0.81% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,402 | $931.4K | 0.01% | −42−0.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,400 | $931.0K | 0.37% | +5,305+5,584.2% | Added |
| Advisors Capital Management, LLC | 5,352 | $922.8K | 0.01% | +790+17.3% | Added |
| Prelude Capital Management, LLC | 5,334 | $919.6K | 0.09% | −1,586−22.9% | Reduced |
| Drive Wealth Management, LLC | 5,311 | $915.7K | 0.20% | −347−6.1% | Reduced |
| Gen-Wealth Partners Inc | 5,301 | $914.0K | 0.35% | +864+19.5% | Added |
| Forum Financial Management, LP | 5,273 | $909.1K | 0.01% | −15−0.3% | Reduced |
| LVM Capital Management Ltd | 5,250 | $905.0K | 0.09% | −150−2.8% | Reduced |
| 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 |
| Legacy Financial Advisors, Inc. | 5,224 | $900.6K | 0.14% | +2,987+133.5% | Added |
| Certified Advisory Corp | 5,211 | $898.3K | 0.09% | +10+0.2% | Added |
| Gamco Investors, Inc. Et Al | 5,200 | $896.5K | 0.01% | +350+7.2% | Added |
| New England Research & Management, Inc. | 5,195 | $896.0K | 0.43% | +4,074+363.4% | Added |
| Arete Wealth Advisors, LLC | 5,193 | $895.0K | 0.06% | +3,405+190.4% | Added |
| Achmea Investment Management B.V. | 5,178 | $893.0K | 0.01% | −162,178−96.9% | Reduced |
| Aspire Growth Partners LLC | 5,152 | $888.3K | 0.73% | −240−4.5% | Reduced |
| Commerzbank Aktiengesellschaft | 5,149 | $888.0K | 0.02% | +455+9.7% | Added |
| Hilton Capital Management, LLC | 5,145 | $887.0K | 0.07% | +340+7.1% | Added |
| Baker Avenue Asset Management, LP | 5,130 | $884.5K | 0.03% | +140+2.8% | Added |
| Clark Asset Management, LLC | 5,130 | $884.5K | 0.12% | +4,050+375.0% | Added |
| Aster Capital Management (DIFC) Ltd | 5,094 | $878.3K | 0.20% | +5,094 | New |
| Nicolet Bankshares Inc | 5,076 | $875.2K | 0.15% | +207+4.3% | Added |
| Capital Investment Advisors, LLC | 5,073 | $874.6K | 0.02% | −36−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 5,043 | $869.5K | 0.08% | +5,043 | New |
| Clear Creek Financial Management, LLC | 5,027 | $866.7K | 0.08% | −2,107−29.5% | Reduced |
| Beacon Financial Group | 5,019 | $865.3K | 0.09% | +152+3.1% | Added |
| Townsend Asset Management Corp | 5,004 | $862.7K | 0.31% | 00.0% | Unchanged |
| Bamco Inc | 5,000 | $862.0K | 0.00% | −8,000−61.5% | Reduced |
| Washington Trust Co | 4,997 | $861.5K | 0.03% | −1,196−19.3% | Reduced |
| GM Advisory Group, Inc. | 4,980 | $858.6K | 0.04% | +36+0.7% | Added |
| Everhart Financial Group, Inc. | 4,957 | $854.6K | 0.10% | −327−6.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,897 | $844.4K | 0.02% | −11,578−70.3% | Reduced |
| Neumann Capital Management, LLC | 4,890 | $843.1K | 0.27% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,859 | $837.7K | 0.02% | −207−4.1% | Reduced |
| Sandy Cove Advisors, LLC | 4,847 | $835.7K | 0.30% | −121−2.4% | Reduced |
| Avestar Capital, LLC | 4,844 | $835.2K | 0.06% | +674+16.2% | Added |