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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 4,839 | $834.3K | 0.10% | +245+5.3% | Added |
| Simmons Bank | 4,829 | $832.6K | 0.06% | +1,718+55.2% | Added |
| Beacon Pointe Advisors, LLC | 4,819 | $830.8K | 0.01% | −488−9.2% | Reduced |
| VeraBank, N.A. | 4,795 | $826.7K | 0.17% | −650−11.9% | Reduced |
| Principle Wealth Partners LLC | 4,792 | $826.2K | 0.05% | +29+0.6% | Added |
| Crumly & Associates Inc. | 4,785 | $825.0K | 0.20% | +172+3.7% | Added |
| One Wealth Advisors, LLC | 4,729 | $815.3K | 0.11% | +21+0.4% | Added |
| Meridian Wealth Management, LLC | 4,728 | $815.2K | 0.03% | −56−1.2% | Reduced |
| Optimum Investment Advisors | 4,640 | $800.0K | 0.35% | +25+0.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,634 | $798.9K | 0.24% | −181−3.8% | Reduced |
| Ellevest, Inc. | 4,617 | $796.0K | 0.13% | +129+2.9% | Added |
| IFC Advisors LLC | 4,615 | $795.7K | 0.15% | −107−2.3% | Reduced |
| Leonteq Securities AG | 4,612 | $795.2K | 0.05% | −503−9.8% | Reduced |
| Abacus Wealth Partners, LLC | 4,606 | $794.1K | 0.12% | +72+1.6% | Added |
| Journey Advisory Group, LLC | 4,576 | $788.9K | 0.06% | −118−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,568 | $787.6K | 0.06% | +619+15.7% | Added |
| Raiffeisen Bank International AG | 4,622 | $787.5K | 0.01% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 4,565 | $787.1K | 0.59% | +4,565 | New |
| Ellis Investment Partners, LLC | 4,507 | $777.1K | 0.15% | −38−0.8% | Reduced |
| Roberts Glore & Co Inc | 4,504 | $776.5K | 0.23% | +185+4.3% | Added |
| Forbes J M & Co LLP | 4,483 | $772.9K | 0.07% | −583−11.5% | Reduced |
| RIA Advisory Group LLC | 4,478 | $772.1K | 0.23% | −1,748−28.1% | Reduced |
| Employees Retirement System of Texas | 4,451 | $767.0K | 0.01% | +4,451 | New |
| Okabena Investment Services Inc | 4,448 | $766.9K | 0.17% | −1,552−25.9% | Reduced |
| Caldwell Trust Co | 4,445 | $766.4K | 0.08% | +175+4.1% | Added |
| Magnolia Capital Advisors LLC | 4,439 | $765.3K | 0.19% | −138−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,424 | $762.7K | 0.04% | +39+0.9% | Added |
| Copperleaf Capital, LLC | 4,423 | $762.6K | 0.39% | −21−0.5% | Reduced |
| Ipsen Advisor Group LLC | 4,402 | $758.9K | 0.58% | +4,402 | New |
| Cornercap Investment Counsel Inc | 4,401 | $758.8K | 0.40% | +4,401 | New |
| Rehmann Capital Advisory Group | 4,365 | $752.6K | 0.05% | −65−1.5% | Reduced |
| Vestor Capital, LLC | 19,994 | $750.0K | 0.07% | −111,468−84.8% | Reduced |
| Clear Harbor Asset Management, LLC | 4,350 | $750.0K | 0.06% | +37+0.9% | Added |
| Stonebridge Capital Advisors LLC | 4,318 | $744.4K | 0.06% | +98+2.3% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $737.9K | 0.15% | 00.0% | Unchanged |
| LMR Partners LLP | 4,265 | $735.3K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,260 | $735.0K | 0.00% | +397+10.3% | Added |
| Howard Capital Management Inc. | 4,248 | $732.4K | 0.01% | +765+22.0% | Added |
| Balyasny Asset Management LLC | 4,233 | $729.8K | 0.00% | +720+20.5% | Added |
| Hilltop Holdings Inc. | 4,233 | $729.8K | 0.05% | −679−13.8% | Reduced |
| Crux Wealth Advisors | 4,226 | $728.6K | 0.31% | +48+1.1% | Added |
| Aspire Private Capital, LLC | 4,206 | $725.2K | 0.17% | +105+2.6% | Added |
| Parkside Financial Bank & Trust | 4,200 | $724.1K | 0.08% | +28+0.7% | Added |
| Net Worth Advisory Group | 4,199 | $723.9K | 0.16% | +44+1.1% | Added |
| St Germain D J Co Inc | 4,161 | $717.4K | 0.03% | −63−1.5% | Reduced |
| Confluence Wealth Services, Inc. | 4,160 | $717.2K | 0.04% | +9+0.2% | Added |
| AE Wealth Management LLC | 4,158 | $717.0K | 0.01% | +42+1.0% | Added |
| Intellectus Partners, LLC | 4,156 | $716.5K | 0.15% | +318+8.3% | 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 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,100 | $706.9K | 0.37% | +3,600+720.0% | Added |
| Savvy Advisors, Inc. | 4,098 | $706.5K | 0.05% | +1,179+40.4% | Added |
| Maven Securities LTD | 4,076 | $702.7K | 0.18% | +4,076 | New |
| Aurora Investment Counsel | 4,060 | $700.0K | 0.37% | −74−1.8% | Reduced |
| Chesapeake Wealth Management | 4,055 | $699.1K | 0.23% | −113−2.7% | Reduced |
| Bridgefront Capital, LLC | 4,051 | $698.4K | 0.19% | +4,051 | New |
| Checchi Capital Advisers, LLC | 4,046 | $697.6K | 0.05% | +19+0.5% | Added |
| MONECO Advisors, LLC | 4,039 | $696.4K | 0.06% | +113+2.9% | Added |
| Farringdon Capital, Ltd. | 4,031 | $695.0K | 0.23% | +4,031 | New |
| Vista Capital Partners, Inc. | 4,026 | $694.1K | 0.08% | −10−0.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,003 | $690.2K | 0.35% | −73−1.8% | Reduced |
| RBF Capital, LLC | 4,000 | $689.6K | 0.03% | 00.0% | Unchanged |
| Plan A Wealth LLC | 3,958 | $682.4K | 0.39% | +2,135+117.1% | Added |
| ISAM Funds (UK) Ltd | 3,950 | $681.0K | 0.15% | +3,950 | New |
| Venture Visionary Partners LLC | 3,948 | $680.7K | 0.03% | +1,511+62.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $674.3K | 0.11% | 00.0% | Unchanged |
| 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 |
| Madrona Financial Services, LLC | 3,893 | $671.2K | 0.16% | +12+0.3% | Added |
| Western Financial Corp | 3,868 | $666.9K | 0.36% | +459+13.5% | Added |
| Outlook Wealth Advisors, LLC | 3,862 | $665.8K | 0.17% | −4−0.1% | Reduced |
| Nwam LLC | 4,458 | $660.0K | 0.04% | +4,458 | New |
| Citizens National Bank Trust Department | 3,815 | $657.7K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 3,810 | $656.9K | 0.21% | −2,625−40.8% | Reduced |
| Alpha Family Trust | 3,805 | $656.0K | 0.32% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,796 | $654.5K | 0.26% | −66−1.7% | Reduced |
| Curated Wealth Partners LLC | 3,796 | $654.5K | 0.08% | +614+19.3% | Added |
| Legacy Wealth Asset Management, LLC | 3,777 | $651.2K | 0.17% | +38+1.0% | Added |
| Persistent Asset Partners Ltd | 3,752 | $646.9K | 0.57% | +3,752 | New |
| Shelton Capital Management | 3,747 | $646.0K | 0.01% | −37−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,738 | $645.0K | 0.26% | +1,720+85.2% | Added |
| KFG Wealth Management, LLC | 3,741 | $645.0K | 0.10% | +309+9.0% | Added |
| Accredited Investors Inc. | 3,738 | $644.5K | 0.04% | +1,875+100.6% | Added |
| Tritonpoint Wealth, LLC | 3,737 | $644.3K | 0.06% | +1,890+102.3% | Added |
| EverSource Wealth Advisors, LLC | 3,737 | $644.2K | 0.03% | −604−13.9% | Reduced |
| Principal Street Partners, LLC | 3,734 | $643.8K | 0.06% | +89+2.4% | Added |
| Guardian Capital LP | 3,733 | $643.6K | 0.02% | +3,733 | New |
| GeoWealth Management, LLC | 3,714 | $640.3K | 0.02% | +37+1.0% | Added |
| Ronald Blue Trust, Inc. | 3,711 | $639.8K | 0.01% | −1,250−25.2% | Reduced |
| Hutchinson Financial Advisors, INC | 3,690 | $636.2K | 0.71% | +3,690 | New |
| Conning Inc. | 3,668 | $632.4K | 0.02% | −1,100−23.1% | Reduced |
| Main Management ETF Advisors, LLC | 3,665 | $632.0K | 0.03% | +60+1.7% | Added |
| KMG Fiduciary Partners, LLC | 3,653 | $629.9K | 0.05% | 00.0% | Unchanged |
| Carlson Capital L P | 3,600 | $620.7K | 0.35% | +3,600 | New |
| Edmond de Rothschild Holding S.A. | 3,572 | $615.8K | 0.01% | −1,082−23.2% | Reduced |
| Citadel Investment Advisory, Inc. | 3,550 | $612.0K | 0.30% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,540 | $610.3K | 0.02% | +314+9.7% | Added |
| Bridgewater Advisors Inc. | 4,267 | $608.0K | 0.05% | −64−1.5% | Reduced |
| BSW Wealth Partners | 3,521 | $607.1K | 0.08% | +12+0.3% | Added |
| Heritage Wealth Advisors | 3,508 | $604.8K | 0.03% | −8−0.2% | Reduced |