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 |
|---|---|---|---|---|---|
| Cascade Investment Group, Inc. | 3,454 | $595.5K | 0.42% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $594.8K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,434 | $594.3K | 0.08% | −145−3.2% | Reduced |
| Grandfield & Dodd, LLC | 3,446 | $594.1K | 0.03% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,437 | $592.6K | 0.20% | −90−2.6% | Reduced |
| Clarius Group, LLC | 3,418 | $589.3K | 0.03% | −515−13.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,410 | $587.9K | 0.26% | −5−0.1% | Reduced |
| Davis R M Inc | 3,394 | $585.1K | 0.01% | +1,045+44.5% | Added |
| Twin City Private Wealth, LLC | 3,392 | $584.8K | 0.48% | +127+3.9% | Added |
| Trust Co of Virginia | 3,389 | $584.3K | 0.05% | +3,389 | New |
| Optas, LLC | 3,386 | $583.8K | 0.11% | +104+3.2% | Added |
| Proficio Capital Partners LLC | 3,382 | $583.1K | 0.04% | +870+34.6% | Added |
| Florida Financial Advisors, LLC | 3,342 | $576.2K | 0.19% | +719+27.4% | Added |
| Angeles Wealth Management, LLC | 3,341 | $576.0K | 0.04% | +114+3.5% | Added |
| Strategic Wealth Partners, Ltd. | 3,332 | $574.5K | 0.05% | +3,332 | New |
| Holderness Investments Co | 3,321 | $572.6K | 0.12% | −40−1.2% | Reduced |
| Long Run Wealth Advisors, LLC | 3,319 | $572.2K | 0.12% | +330+11.0% | Added |
| Walleye Trading LLC | 3,304 | $569.6K | 0.01% | −78,627−96.0% | Reduced |
| Miramar Capital, LLC | 3,300 | $569.0K | 0.13% | −275−7.7% | Reduced |
| Caption Management, LLC | 3,300 | $569.0K | 0.05% | +3,300 | New |
| Catalyst Financial Partners LLC | 3,285 | $566.4K | 0.06% | +258+8.5% | Added |
| LVZ Advisors, Inc. | 3,280 | $565.5K | 0.07% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3,278 | $565.2K | 0.24% | −1,444−30.6% | Reduced |
| West Family Investments, Inc. | 3,272 | $564.1K | 0.15% | +1,348+70.1% | Added |
| Chung Wu Investment Group, LLC | 3,260 | $562.1K | 0.59% | −300−8.4% | Reduced |
| PDS Planning, Inc | 3,253 | $560.9K | 0.04% | −168−4.9% | Reduced |
| Boit C F David | 3,250 | $560.3K | 0.27% | +1,100+51.2% | Added |
| Atomi Financial Group, Inc. | 3,250 | $560.3K | 0.02% | −3,467−51.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,249 | $560.2K | 0.34% | +586+22.0% | Added |
| Matisse Capital | 3,248 | $560.0K | 0.26% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 3,223 | $555.7K | 0.18% | −281−8.0% | Reduced |
| Naples Global Advisors, LLC | 3,217 | $554.6K | 0.05% | +38+1.2% | Added |
| Michels Family Financial, LLC | 3,216 | $554.5K | 0.47% | −124−3.7% | Reduced |
| Talon Private Wealth, LLC | 3,208 | $553.1K | 0.08% | +60+1.9% | Added |
| Paragon Capital Management Ltd | 3,200 | $551.7K | 0.10% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $551.7K | 0.11% | −11−0.3% | Reduced |
| Pointe Capital Management LLC | 3,187 | $549.5K | 0.29% | +29+0.9% | Added |
| Quotient Wealth Partners, LLC | 3,167 | $546.0K | 0.02% | −262−7.6% | Reduced |
| Wallace Advisory Group, LLC | 2,472 | $545.9K | 0.40% | −492−16.6% | Reduced |
| Flputnam Investment Management Co | 3,162 | $545.2K | 0.01% | −5,149−62.0% | Reduced |
| First Manhattan Co | 3,160 | $544.8K | 0.00% | −75−2.3% | Reduced |
| Resonant Capital Advisors, LLC | 3,154 | $543.8K | 0.03% | +176+5.9% | Added |
| Atlantic Trust, LLC | 3,149 | $542.9K | 0.10% | +125+4.1% | Added |
| BlueSpruce Investments, LP | 3,137 | $540.9K | 0.01% | +3,137 | New |
| Red Door Wealth Management, LLC | 3,111 | $536.4K | 0.06% | +277+9.8% | Added |
| Centaurus Financial, Inc. | 3,107 | $536.0K | 0.03% | +142+4.8% | Added |
| Leavell Investment Management, Inc. | 3,104 | $535.2K | 0.02% | −73−2.3% | Reduced |
| SkyOak Wealth, LLC | 3,097 | $534.0K | 0.11% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $531.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,076 | $530.4K | 0.02% | +3,076 | New |
| PFG Investments, LLC | 3,035 | $523.3K | 0.03% | +478+18.7% | Added |
| Foundations Investment Advisors, LLC | 3,023 | $521.2K | 0.01% | −1,537−33.7% | Reduced |
| Epiq Partners, LLC | 3,023 | $521.2K | 0.27% | +45+1.5% | Added |
| Beaumont Financial Advisors, LLC | 3,023 | $521.2K | 0.04% | +190+6.7% | Added |
| Walleye Capital LLC | 3,004 | $517.9K | 0.00% | +474+18.7% | Added |
| Legacy Wealth Management, LLC | 3,000 | $517.2K | 0.16% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,973 | $512.6K | 0.18% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,962 | $510.7K | 0.04% | +132+4.7% | Added |
| Legacy Capital Group California, Inc. | 2,960 | $510.3K | 0.14% | +26+0.9% | Added |
| Essex Financial Services, Inc. | 2,959 | $510.2K | 0.03% | −452−13.3% | Reduced |
| Bank of Stockton | 2,945 | $507.7K | 0.15% | 00.0% | Unchanged |
| Invesco, LLC | 2,934 | $505.9K | 0.19% | +299+11.3% | Added |
| Trueblood Wealth Management, LLC | 2,930 | $505.2K | 0.21% | +129+4.6% | Added |
| R Squared Ltd | 2,928 | $504.8K | 0.28% | −352−10.7% | Reduced |
| Cornerstone Select Advisors, LLC | 2,919 | $503.3K | 0.44% | −723−19.9% | Reduced |
| Strategy Asset Managers LLC | 2,908 | $501.4K | 0.09% | −88−2.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $501.4K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,900 | $499.9K | 0.02% | −10−0.3% | Reduced |
| D.B. Root & Company, LLC | 2,894 | $499.0K | 0.15% | +637+28.2% | Added |
| Wambolt & Associates, LLC | 2,888 | $498.7K | 0.17% | +586+25.5% | Added |
| Fidelis Capital Partners, LLC | 3,709 | $497.2K | 0.05% | −114−3.0% | Reduced |
| Tributary Capital Management, LLC | 2,880 | $496.5K | 0.04% | +250+9.5% | Added |
| Drucker Wealth 3.0, LLC | 2,892 | $494.3K | 0.10% | −818−22.0% | Reduced |
| Schmidt P J Investment Management Inc | 2,863 | $493.6K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,857 | $492.6K | 0.08% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,855 | $492.2K | 0.19% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,845 | $490.5K | 0.10% | −1,524−34.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,811 | $484.6K | 0.04% | +77+2.8% | Added |
| Laurion Capital Management LP | 2,796 | $482.1K | 0.06% | +2,796 | New |
| Apeiron RIA LLC | 2,791 | $481.2K | 0.12% | −19−0.7% | Reduced |
| Schnieders Capital Management LLC | 2,782 | $479.6K | 0.08% | +483+21.0% | Added |
| Sunpointe, LLC | 2,780 | $479.2K | 0.19% | +2,780 | New |
| Finward Bancorp | 2,758 | $475.5K | 0.38% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,753 | $474.6K | 0.12% | −550−16.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,752 | $474.5K | 0.01% | −80−2.8% | Reduced |
| Vista Investment Management | 2,740 | $472.4K | 0.18% | −100−3.5% | Reduced |
| Ontario Teachers Pension Plan Board | 2,738 | $472.1K | 0.01% | −471−14.7% | Reduced |
| Aaron Wealth Advisors | 2,735 | $471.5K | 0.05% | −450−14.1% | Reduced |
| Adviser Investments LLC | 2,731 | $470.9K | 0.01% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 2,724 | $469.6K | 0.47% | −484−15.1% | Reduced |
| Portfolio Design Labs, LLC | 2,723 | $469.5K | 0.09% | −2,491−47.8% | Reduced |
| Ironsides Asset Advisors, LLC | 2,709 | $467.1K | 0.14% | +99+3.8% | Added |
| AlphaCore Capital LLC | 2,709 | $467.1K | 0.02% | +934+52.6% | Added |
| Secure Asset Management, LLC | 2,698 | $465.2K | 0.09% | +2,698 | New |
| Premier Path Wealth Partners, LLC | 2,694 | $464.4K | 0.06% | −51−1.9% | Reduced |
| Somerset Group LLC | 2,689 | $463.6K | 0.39% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,674 | $461.0K | 0.02% | +667+33.2% | Added |
| Tiemann Investment Advisors, LLC | 2,655 | $457.7K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,649 | $456.8K | 0.03% | −14−0.5% | Reduced |
| CVA Family Office, LLC | 2,640 | $455.2K | 0.06% | −69−2.5% | Reduced |