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 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 1,500 | $258.6K | 0.03% | −242−13.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,489 | $256.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,489 | $256.7K | 0.03% | −73−4.7% | Reduced |
| Kathmere Capital Management, LLC | 1,488 | $256.5K | 0.02% | +106+7.7% | Added |
| Rothschild Investment LLC | 1,486 | $256.2K | 0.02% | +284+23.6% | Added |
| Accurate Wealth Management, LLC | 1,505 | $255.4K | 0.04% | +167+12.5% | Added |
| Rockland Trust Co | 1,480 | $255.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,463 | $252.2K | 0.04% | +312+27.1% | Added |
| Keudell/Morrison Wealth Management | 1,460 | $251.7K | 0.06% | −40−2.7% | Reduced |
| Capital Asset Advisory Services LLC | 1,456 | $251.4K | 0.01% | −496−25.4% | Reduced |
| S-Bank Fund Management Ltd | 1,443 | $248.8K | 0.04% | −123−7.9% | Reduced |
| AGH Wealth Advisors, LLC | 1,442 | $248.6K | 0.20% | +28+2.0% | Added |
| Mainsail Asset Management, LLC | 1,440 | $248.3K | 0.15% | +12+0.8% | Added |
| J. Safra Sarasin Holding AG | 1,435 | $247.4K | 0.00% | −903−38.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,435 | $247.4K | 0.17% | +6+0.4% | Added |
| E Fund Management Co., Ltd. | 1,433 | $247.1K | 0.01% | −30−2.1% | Reduced |
| Claret Asset Management Corp | 1,433 | $247.0K | 0.03% | +14+1.0% | Added |
| Alethea Capital Management, LLC | 1,432 | $246.9K | 0.19% | +1,432 | New |
| Wolverine Trading, LLC | 1,431 | $246.6K | 0.01% | +1,431 | New |
| Sheets Smith Wealth Management | 1,429 | $246.4K | 0.03% | −2,972−67.5% | Reduced |
| USAdvisors Wealth Management, LLC | 1,428 | $246.0K | 0.09% | −65−4.4% | Reduced |
| RFG Advisory, LLC | 1,422 | $245.2K | 0.01% | +175+14.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,420 | $244.8K | 0.03% | −77−5.1% | Reduced |
| Chickasaw Capital Management LLC | 1,414 | $244.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,408 | $242.8K | 0.03% | −150−9.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,400 | $241.4K | 0.21% | +1,400 | New |
| Oregon Pacific Wealth Management, LLC | 1,396 | $240.7K | 0.23% | +263+23.2% | Added |
| Ingalls & Snyder LLC | 1,394 | $240.0K | 0.01% | −157−10.1% | Reduced |
| Univest Financial Corp | 1,385 | $238.8K | 0.01% | −114−7.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,380 | $237.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,379 | $237.8K | 0.17% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,379 | $237.8K | 0.06% | −352−20.3% | Reduced |
| Ergawealth Advisors, Inc. | 1,378 | $237.6K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,376 | $237.2K | 0.03% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,371 | $236.4K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,371 | $236.4K | 0.01% | +1,371 | New |
| Union Savings Bank | 1,700 | $236.2K | 0.11% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,446 | $235.4K | 0.01% | −67−4.4% | Reduced |
| Strategies Wealth Advisors, LLC | 1,365 | $235.3K | 0.03% | +6+0.4% | Added |
| First Pacific Financial | 1,363 | $235.0K | 0.03% | +1,363 | New |
| Castleview Partners, LLC | 1,356 | $233.8K | 0.15% | +1,356 | New |
| Seed Wealth Management, Inc. | 1,350 | $232.8K | 0.17% | 00.0% | Unchanged |
| City State Bank | 1,345 | $231.9K | 0.07% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,342 | $231.4K | 0.10% | +85+6.8% | Added |
| Baader Bank INC | 2,171 | $231.3K | 0.02% | −1,211−35.8% | Reduced |
| CoreCap Advisors, LLC | 1,331 | $229.5K | 0.01% | −3,212−70.7% | Reduced |
| IAM Advisory, LLC | 1,328 | $229.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,323 | $228.1K | 0.02% | +1,323 | New |
| Trust Co | 1,317 | $227.1K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,315 | $226.7K | 0.01% | −20−1.5% | Reduced |
| Verus Capital Partners, LLC | 1,311 | $226.0K | 0.02% | −31−2.3% | Reduced |
| Essex Savings Bank | 1,311 | $226.0K | 0.05% | +201+18.1% | Added |
| Wimmer Associates 1, LLC | 1,310 | $225.9K | 0.12% | 00.0% | Unchanged |
| American Money Management, LLC | 1,309 | $225.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,299 | $224.0K | 0.03% | −202−13.5% | Reduced |
| Capital Advantage, Inc. | 1,295 | $223.3K | 0.04% | +93+7.7% | Added |
| Financial Partners Group, LLC | 1,293 | $222.9K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,293 | $222.9K | 0.07% | +183+16.5% | Added |
| Fragasso Group Inc. | 1,292 | $222.8K | 0.02% | −34−2.6% | Reduced |
| bLong Financial, LLC | 1,288 | $222.1K | 0.17% | 00.0% | Unchanged |
| McAdam, LLC | 1,287 | $221.9K | 0.01% | +24+1.9% | Added |
| Ipswich Investment Management Co., Inc. | 1,285 | $221.5K | 0.05% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,284 | $221.4K | 0.22% | +31+2.5% | Added |
| Presilium Private Wealth, LLC | 1,283 | $221.2K | 0.05% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,258 | $220.8K | 0.08% | −402−24.2% | Reduced |
| Lion Street Advisors, LLC | 1,277 | $220.2K | 0.07% | +1,277 | New |
| Continuum Advisory, LLC | 1,277 | $220.2K | 0.03% | +185+16.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,262 | $217.6K | 0.08% | −3−0.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $217.5K | 0.17% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,259 | $217.1K | 0.11% | −105−7.7% | Reduced |
| Aspen Grove Capital, LLC | 1,252 | $215.9K | 0.04% | +1,252 | New |
| Cascades Capital Asset Management, LLC | 1,250 | $215.5K | 0.11% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 1,249 | $215.4K | 0.21% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,249 | $215.3K | 0.04% | −177−12.4% | Reduced |
| Monument Capital Management | 1,241 | $214.0K | 0.06% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,236 | $213.1K | 0.16% | −34−2.7% | Reduced |
| Oxford Asset Management LLP | 1,228 | $211.7K | 0.07% | +1,228 | New |
| Norden Group LLC | 1,227 | $211.5K | 0.02% | +8+0.7% | Added |
| Zions Bancorporation, National Association | 1,226 | $211.4K | 0.01% | −1,688−57.9% | Reduced |
| Personal Cfo Solutions, LLC | 1,217 | $209.8K | 0.04% | −112−8.4% | Reduced |
| SageView Advisory Group, LLC | 1,489 | $208.4K | 0.01% | −109−6.8% | Reduced |
| Birch Financial Group, LLC | 1,204 | $207.6K | 0.17% | +1,204 | New |
| Boomfish Wealth Group, LLC | 1,201 | $207.1K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,200 | $207.0K | 0.06% | +43+3.7% | Added |
| Pettyjohn, Wood & White, Inc | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $206.9K | 0.15% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $206.9K | 0.24% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 1,200 | $206.9K | 0.05% | +1,200 | New |
| Aviso Wealth Management | 1,196 | $206.2K | 0.10% | +1,196 | New |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,194 | $205.9K | 0.01% | −205−14.7% | Reduced |
| GSG Advisors LLC | 1,194 | $205.9K | 0.06% | −95−7.4% | Reduced |
| UMA Financial Services, Inc. | 1,192 | $205.5K | 0.03% | +128+12.0% | Added |
| Apella Capital, LLC | 1,176 | $203.8K | 0.01% | −78−6.2% | Reduced |
| HMV Wealth Advisors, LLC | 1,182 | $203.8K | 0.13% | −3,046−72.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,180 | $203.4K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,177 | $202.9K | 0.02% | −65−5.2% | Reduced |