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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 1,936 | $333.8K | 0.16% | +1,936 | New |
| Gryphon Financial Partners LLC | 1,930 | $332.8K | 0.04% | −158−7.6% | Reduced |
| Keystone Financial Services | 1,928 | $332.4K | 0.11% | +191+11.0% | Added |
| Opal Wealth Advisors, LLC | 1,919 | $330.9K | 0.09% | −1,403−42.2% | Reduced |
| Phillips Wealth Planners LLC | 1,936 | $329.9K | 0.30% | +14+0.7% | Added |
| Highlander Partners, L.P. | 1,900 | $327.6K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,893 | $326.4K | 0.01% | −1,152−37.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,883 | $324.6K | 0.01% | +972+106.7% | Added |
| H&H Retirement Design & Management INC | 1,959 | $324.1K | 0.18% | +115+6.2% | Added |
| Portside Wealth Group, LLC | 1,873 | $322.9K | 0.05% | +138+8.0% | Added |
| Dearborn Partners LLC | 1,867 | $321.9K | 0.02% | −12−0.6% | Reduced |
| Versor Investments LP | 1,841 | $317.4K | 0.06% | −40−2.1% | Reduced |
| Caxton Associates LLP | 1,837 | $316.7K | 0.01% | −50,402−96.5% | Reduced |
| Osterweis Capital Management Inc | 1,836 | $316.5K | 0.02% | +518+39.3% | Added |
| Crewe Advisors LLC | 1,833 | $316.0K | 0.04% | +2+0.1% | Added |
| Heartland Bank & Trust Co | 1,831 | $315.7K | 0.15% | −58−3.1% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $315.5K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,828 | $315.2K | 0.04% | −11−0.6% | Reduced |
| Inscription Capital, LLC | 1,821 | $314.0K | 0.05% | +1,821 | New |
| Guardian Wealth Advisors, LLC | 1,811 | $312.2K | 0.02% | +55+3.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,811 | $312.2K | 0.07% | −100−5.2% | Reduced |
| Cromwell Holdings LLC | 1,807 | $311.5K | 0.19% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,803 | $310.9K | 0.03% | −26−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,800 | $310.3K | 0.03% | −291−13.9% | Reduced |
| Mitchell Sinkler & Starr | 1,799 | $310.2K | 0.15% | +262+17.0% | Added |
| Canandaigua National Bank & Trust Co | 1,795 | $309.5K | 0.03% | −57−3.1% | Reduced |
| Excalibur Management Corp | 1,794 | $309.3K | 0.12% | −175−8.9% | Reduced |
| Boston Private Wealth LLC | 1,787 | $308.1K | 0.02% | +1,787 | New |
| TRUE Private Wealth Advisors | 1,785 | $307.8K | 0.03% | +86+5.1% | Added |
| Cascade Financial Partners, LLC | 1,780 | $306.9K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 1,775 | $306.0K | 0.08% | +12+0.7% | Added |
| Fiduciary Group LLC | 1,770 | $305.2K | 0.03% | +70+4.1% | Added |
| Quantum Financial Planning Services, Inc. | 1,765 | $304.3K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,765 | $304.3K | 0.01% | +451+34.3% | Added |
| Tobam | 1,758 | $303.0K | 0.12% | +1,758 | New |
| Seeds Investor LLC | 1,747 | $301.2K | 0.07% | −767−30.5% | Reduced |
| Trust Point Inc. | 1,745 | $300.9K | 0.03% | −122−6.5% | Reduced |
| Brookwood Investment Group LLC | 1,743 | $300.5K | 0.05% | +1,743 | New |
| Advisor Resource Council | 1,739 | $299.8K | 0.15% | −19,365−91.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $299.8K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,738 | $299.6K | 0.03% | −14−0.8% | Reduced |
| Kaizen Financial Strategies | 1,738 | $299.6K | 0.15% | +3+0.2% | Added |
| Sentry Investment Management LLC | 1,757 | $299.0K | 0.16% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,732 | $298.6K | 0.01% | −44−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,723 | $297.1K | 0.01% | +19+1.1% | Added |
| Mather Group, LLC. | 1,723 | $297.0K | 0.00% | −329−16.0% | Reduced |
| IVC Wealth Advisors LLC | 1,722 | $296.9K | 0.14% | +3+0.2% | Added |
| Norris Perne & French LLP | 1,718 | $296.2K | 0.02% | −100−5.5% | Reduced |
| Journey Strategic Wealth LLC | 1,718 | $296.2K | 0.01% | +103+6.4% | Added |
| Harbour Trust & Investment Management Co | 1,714 | $295.5K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,714 | $295.5K | 0.03% | +28+1.7% | Added |
| Sandler Capital Management | 1,700 | $293.1K | 0.10% | −17,760−91.3% | Reduced |
| Security National Bank of Sioux City Iowa | 1,700 | $293.1K | 0.21% | −20−1.2% | Reduced |
| NewEdge Wealth, LLC | 2,206 | $292.7K | 0.00% | −735−25.0% | Reduced |
| Sivia Capital Partners, LLC | 1,696 | $292.4K | 0.10% | −118−6.5% | Reduced |
| ROI Financial Advisors, LLC | 1,696 | $292.4K | 0.19% | +721+73.9% | Added |
| Goldstone Financial Group, LLC | 1,650 | $289.7K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,674 | $288.6K | 0.02% | −81−4.6% | Reduced |
| Jacobsen Capital Management | 1,670 | $287.9K | 0.11% | −24−1.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,668 | $287.6K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,668 | $287.6K | 0.12% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,663 | $286.7K | 0.18% | −10−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 2,005 | $286.7K | 0.01% | +474+31.0% | Added |
| River Street Advisors LLC | 1,651 | $284.6K | 0.12% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,643 | $283.3K | 0.10% | −3−0.2% | Reduced |
| 25 LLC | 1,642 | $283.1K | 0.10% | +10+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 1,638 | $282.4K | 0.02% | −103−5.9% | Reduced |
| MUFG Securities EMEA plc | 1,638 | $282.4K | 0.01% | +1,638 | New |
| SeaCrest Wealth Management, LLC | 1,633 | $281.5K | 0.03% | −112−6.4% | Reduced |
| Old Second National Bank of Aurora | 1,631 | $281.2K | 0.06% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,608 | $277.2K | 0.02% | +5+0.3% | Added |
| GTS Securities LLC | 1,607 | $277.1K | 0.01% | −766−32.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,607 | $277.1K | 0.06% | +140+9.5% | Added |
| Peak Retirement Planning, Inc. | 1,605 | $276.7K | 0.11% | +40+2.6% | Added |
| Long Road Investment Counsel, LLC | 1,604 | $276.5K | 0.10% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $276.1K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,600 | $276.0K | 0.04% | −5,350−77.0% | Reduced |
| Roble, Belko & Company, Inc | 1,600 | $276.0K | 0.04% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $275.9K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,588 | $273.8K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 1,585 | $273.3K | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,575 | $271.5K | 0.00% | −354−18.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,575 | $271.5K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,570 | $270.0K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,566 | $270.0K | 0.06% | −12,009−88.5% | Reduced |
| De Burlo Group Inc | 1,563 | $269.5K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,562 | $269.3K | 0.04% | −93−5.6% | Reduced |
| Horan Securities, Inc. | 1,560 | $269.0K | 0.09% | +107+7.4% | Added |
| Rothschild Capital Partners, LLC | 1,540 | $265.5K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,540 | $265.5K | 0.13% | 00.0% | Unchanged |
| JB Capital LLC | 1,529 | $263.6K | 0.01% | +10+0.7% | Added |
| SMART Wealth LLC | 1,528 | $263.5K | 0.08% | −2,261−59.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,528 | $263.4K | 0.03% | +45+3.0% | Added |
| Nixon Peabody Trust Co | 1,525 | $262.9K | 0.02% | −391−20.4% | Reduced |
| Advanced Asset Management Advisors Inc | 1,525 | $262.9K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,522 | $262.4K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Co | 1,521 | $262.2K | 0.04% | −180−10.6% | Reduced |
| Onefund, LLC | 1,512 | $261.0K | 0.19% | −15−1.0% | Reduced |
| Richwood Investment Advisors, LLC | 1,510 | $260.3K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,507 | $259.8K | 0.04% | −470−23.8% | Reduced |