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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 2,635 | $454.3K | 0.03% | −46−1.7% | Reduced |
| Clarendon Private LLC | 2,628 | $453.1K | 0.44% | −1,516−36.6% | Reduced |
| BCS Private Wealth Management, Inc. | 2,609 | $450.0K | 0.17% | +2,609 | New |
| Private Trust Co NA | 2,608 | $449.6K | 0.04% | +17+0.7% | Added |
| Old National Bancorp | 2,607 | $449.5K | 0.01% | +444+20.5% | Added |
| Rossby Financial, LCC | 2,602 | $448.6K | 0.17% | −45−1.7% | Reduced |
| Banco BTG Pactual S.A. | 2,600 | $448.3K | 0.09% | +1,408+118.1% | Added |
| Perigon Wealth Management, LLC | 2,587 | $446.0K | 0.01% | −900−25.8% | Reduced |
| Northwest Bancshares, Inc. | 2,583 | $445.3K | 0.08% | +42+1.7% | Added |
| Insigneo Advisory Services, LLC | 2,576 | $444.1K | 0.04% | −1,612−38.5% | Reduced |
| Teza Capital Management LLC | 2,572 | $443.4K | 0.33% | +395+18.1% | Added |
| Foster & Motley Inc | 2,570 | $443.0K | 0.03% | −55−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,568 | $442.7K | 0.02% | 00.0% | Unchanged |
| Midwest Trust Co | 2,549 | $439.5K | 0.01% | +2,549 | New |
| First Bank & Trust | 2,543 | $438.4K | 0.08% | +51+2.0% | Added |
| Peoples Bank | 2,531 | $436.4K | 0.27% | −74−2.8% | Reduced |
| Blalock Williams, LLC | 2,528 | $435.9K | 0.44% | +242+10.6% | Added |
| WBH Advisory Inc | 2,520 | $434.5K | 0.04% | 00.0% | Unchanged |
| Santori & Peters | 2,514 | $433.4K | 0.16% | −9−0.4% | Reduced |
| Harrell Investment Partners, LLC | 2,510 | $432.7K | 0.11% | −10,333−80.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,492 | $429.6K | 0.03% | −1,808−42.0% | Reduced |
| Advisory Alpha, LLC | 2,492 | $429.6K | 0.01% | +312+14.3% | Added |
| iA Global Asset Management Inc. | 2,483 | $428.0K | 0.01% | −73,756−96.7% | Reduced |
| L2 Asset Management, LLC | 2,474 | $426.5K | 0.07% | +66+2.7% | Added |
| Belpointe Asset Management LLC | 2,442 | $421.0K | 0.02% | −682−21.8% | Reduced |
| Janney Capital Management LLC | 2,440 | $421.0K | 0.03% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,440 | $420.7K | 0.07% | −85,985−97.2% | Reduced |
| Atlantic Union Bankshares Corp | 2,438 | $420.3K | 0.01% | +1,088+80.6% | Added |
| Fortem Financial Group, LLC | 2,437 | $420.2K | 0.14% | −3,147−56.4% | Reduced |
| Consolidated Portfolio Review Corp | 2,425 | $418.1K | 0.06% | +2,425 | New |
| CM Wealth Advisors LLC | 2,410 | $415.5K | 0.12% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,400 | $413.8K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $413.8K | 0.18% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,385 | $411.2K | 0.22% | +9+0.4% | Added |
| Childress Capital Advisors, LLC | 2,368 | $408.3K | 0.10% | +21+0.9% | Added |
| Cypress Wealth Services, LLC | 2,355 | $406.0K | 0.07% | +857+57.2% | Added |
| Tranquilli Financial Advisor LLC | 2,334 | $402.4K | 0.25% | +591+33.9% | Added |
| Brown Capital Management LLC | 2,327 | $401.2K | 0.01% | −960−29.2% | Reduced |
| Center for Financial Planning, Inc. | 2,315 | $399.1K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,314 | $399.0K | 0.19% | +70+3.1% | Added |
| WoodTrust Financial Corp | 2,307 | $398.0K | 0.06% | −300−11.5% | Reduced |
| Berry Wealth Group, LP | 2,308 | $397.9K | 0.28% | −23−1.0% | Reduced |
| Western Wealth Management, LLC | 2,304 | $397.2K | 0.02% | +94+4.3% | Added |
| Breakwater Capital Group | 2,301 | $396.7K | 0.06% | +28+1.2% | Added |
| Lafayette Investments, Inc. | 2,288 | $394.5K | 0.08% | −1,500−39.6% | Reduced |
| Power Wealth Management LLC | 2,287 | $394.3K | 0.15% | +273+13.6% | Added |
| IHT Wealth Management, LLC | 2,281 | $393.2K | 0.01% | −103−4.3% | Reduced |
| Independence Bank of Kentucky | 2,271 | $391.5K | 0.06% | +230+11.3% | Added |
| Truvestments Capital LLC | 2,252 | $388.3K | 0.08% | −193−7.9% | Reduced |
| Arrow Financial Corp | 2,250 | $387.9K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,229 | $384.3K | 0.10% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,320 | $384.0K | 0.03% | +936+67.6% | Added |
| Gordian Capital Singapore Pte Ltd | 2,201 | $379.5K | 0.58% | +2,201 | New |
| JCSD Capital, LLC | 2,200 | $379.3K | 0.74% | +2,200 | New |
| Security Financial Services, INC. | 2,193 | $378.1K | 0.07% | +631+40.4% | Added |
| State of Wyoming | 2,192 | $377.9K | 0.05% | +863+64.9% | Added |
| Strategic Investment Solutions, Inc. | 2,181 | $376.0K | 0.11% | +2,181 | New |
| Bigelow Investment Advisors, LLC | 2,170 | $374.1K | 0.16% | +209+10.7% | Added |
| 3Chopt Investment Partners, LLC | 2,169 | $374.0K | 0.09% | −150−6.5% | Reduced |
| Readystate Asset Management LP | 2,158 | $372.1K | 0.02% | +2,158 | New |
| Salem Investment Counselors Inc | 2,153 | $371.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,147 | $370.2K | 0.13% | −91−4.1% | Reduced |
| LSV Asset Management | 2,140 | $369.0K | 0.00% | +176+9.0% | Added |
| M3 Advisory Group, LLC | 2,127 | $366.6K | 0.25% | −132−5.8% | Reduced |
| Seelaus Asset Management LLC | 2,121 | $365.7K | 0.32% | +2,121 | New |
| Wellspring Financial Advisors, LLC | 2,101 | $362.2K | 0.04% | +654+45.2% | Added |
| Forte Capital LLC | 2,100 | $362.1K | 0.04% | −627−23.0% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $362.1K | 0.10% | 00.0% | Unchanged |
| FJ Capital Management LLC | 2,098 | $361.7K | 0.04% | +394+23.1% | Added |
| Calamos Wealth Management LLC | 2,092 | $360.7K | 0.02% | +7+0.3% | Added |
| JFS Wealth Advisors, LLC | 2,092 | $360.7K | 0.02% | +737+54.4% | Added |
| Peterson Wealth Services | 2,091 | $360.5K | 0.10% | +2+0.1% | Added |
| Ci Investments Inc. | 2,086 | $360.0K | 0.00% | +11+0.5% | Added |
| Fisher Asset Management, LLC | 2,086 | $359.8K | 0.00% | +882+73.3% | Added |
| Vantage Financial Partners, LLC | 2,085 | $359.5K | 0.08% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,083 | $359.1K | 0.03% | −425−16.9% | Reduced |
| Quent Capital, LLC | 2,083 | $359.1K | 0.03% | +13+0.6% | Added |
| Catalytic Wealth RIA, LLC | 2,082 | $359.0K | 0.03% | +2,082 | New |
| Fielder Capital Group LLC | 2,067 | $356.4K | 0.10% | −72−3.4% | Reduced |
| Martingale Asset Management L P | 2,066 | $356.2K | 0.01% | −827−28.6% | Reduced |
| OneAscent Financial Services LLC | 2,057 | $355.0K | 0.03% | −915−30.8% | Reduced |
| Independent Financial Group, LLC | 2,054 | $354.1K | 0.01% | +963+88.3% | Added |
| Enterprise Financial Services Corp | 2,043 | $352.2K | 0.19% | −56−2.7% | Reduced |
| Palogic Value Management, L.P. | 2,039 | $351.5K | 0.15% | +91+4.7% | Added |
| Fort Washington Investment Advisors Inc | 2,037 | $351.2K | 0.00% | +153+8.1% | Added |
| Wealth Alliance | 2,032 | $350.3K | 0.04% | −714−26.0% | Reduced |
| KCM Investment Advisors LLC | 2,032 | $350.3K | 0.01% | −470−18.8% | Reduced |
| Cypress Capital Group | 2,023 | $348.8K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,022 | $348.6K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 2,012 | $346.9K | 0.08% | −3−0.1% | Reduced |
| Gallacher Capital Management LLC | 2,001 | $345.0K | 0.16% | +2,001 | New |
| Castleark Management LLC | 2,000 | $344.8K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $344.8K | 0.06% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $344.8K | 0.71% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,985 | $342.2K | 0.11% | −185−8.5% | Reduced |
| Strategic Blueprint, LLC | 1,977 | $340.9K | 0.02% | +83+4.4% | Added |
| Integrated Investment Consultants, LLC | 1,976 | $340.7K | 0.07% | +1,976 | New |
| Wealthcare Advisory Partners LLC | 1,972 | $340.0K | 0.01% | +241+13.9% | Added |
| Hickory Point Bank & Trust | 1,958 | $337.6K | 0.27% | −14−0.7% | Reduced |
| Wealth Management Associates, Inc. | 1,948 | $335.9K | 0.13% | −2−0.1% | Reduced |