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 |
|---|---|---|---|---|---|
| Myecfo, LLC | 1,174 | $202.4K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,164 | $200.7K | 0.00% | −8,974−88.5% | Reduced |
| Finivi Inc. | 1,163 | $200.5K | 0.14% | +9+0.8% | Added |
| SBI Securities Co., Ltd. | 1,139 | $196.4K | 0.01% | +204+21.8% | Added |
| JNBA Financial Advisors | 1,138 | $196.2K | 0.02% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,106 | $190.7K | 0.11% | +354+47.1% | Added |
| Catalyst Capital Advisors LLC | 1,088 | $187.6K | 0.00% | −74−6.4% | Reduced |
| FNY Investment Advisers, LLC | 1,069 | $184.0K | 0.08% | +1,069 | New |
| Oakworth Capital, Inc. | 1,018 | $175.5K | 0.01% | −47−4.4% | Reduced |
| Icon Wealth Advisors, LLC | 952 | $164.1K | 0.01% | −957−50.1% | Reduced |
| Atticus Wealth Management, LLC | 920 | $158.6K | 0.04% | +920 | New |
| Operose Advisors LLC | 917 | $158.1K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 877 | $151.2K | 0.15% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 872 | $150.3K | 0.06% | 00.0% | Unchanged |
| Hemington Wealth Management | 859 | $148.0K | 0.02% | −77−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 854 | $147.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 844 | $145.5K | 0.02% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 836 | $144.1K | 0.13% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 802 | $138.4K | 0.05% | +99+14.1% | Added |
| Cohen & Steers, Inc. | 800 | $138.0K | 0.00% | +800 | New |
| Hopwood Financial Services, Inc. | 800 | $137.9K | 0.11% | 00.0% | Unchanged |
| Putney Financial Group LLC | 798 | $137.6K | 0.14% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 767 | $132.2K | 0.06% | −186−19.5% | Reduced |
| LRI Investments, LLC | 20,272 | $130.7K | 0.01% | −447−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 757 | $130.5K | 0.01% | −228−23.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 750 | $129.3K | 0.01% | −220−22.7% | Reduced |
| Grove Bank & Trust | 734 | $126.5K | 0.02% | +37+5.3% | Added |
| Versant Capital Management, Inc | 712 | $122.8K | 0.02% | −791−52.6% | Reduced |
| Bank of New Hampshire | 710 | $122.4K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 704 | $121.0K | 0.03% | +46+7.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $119.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 682 | $117.6K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 654 | $112.8K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 631 | $109.0K | 0.03% | −168−21.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 622 | $107.2K | 0.13% | +622 | New |
| WFA Asset Management Corp | 712 | $106.1K | 0.06% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 606 | $104.5K | 0.03% | +1+0.2% | Added |
| MV Capital Management, Inc. | 597 | $102.9K | 0.01% | −29−4.6% | Reduced |
| Financial Perspectives, Inc | 550 | $94.8K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 540 | $93.1K | 0.05% | +45+9.1% | Added |
| North Capital, Inc. | 532 | $91.7K | 0.08% | −89−14.3% | Reduced |
| Financial Management Professionals, Inc. | 518 | $89.3K | 0.01% | −775−59.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 517 | $89.1K | 0.01% | −152−22.7% | Reduced |
| Atwood & Palmer Inc | 500 | $86.2K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 496 | $85.5K | 0.01% | −285−36.5% | Reduced |
| TSFG, LLC | 471 | $81.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 455 | $78.4K | 0.01% | +55+13.8% | Added |
| Evelyn Partners Investment Management LLP | 450 | $77.6K | 0.00% | −250−35.7% | Reduced |
| ORG Partners LLC | 426 | $73.5K | 0.02% | +337+378.7% | Added |
| Curio Wealth, LLC | 416 | $71.7K | 0.03% | +415+41,500.0% | Added |
| Crews Bank & Trust | 409 | $70.5K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $69.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 400 | $69.0K | 0.00% | +100+33.3% | Added |
| Goodman Advisory Group, LLC | 395 | $68.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 393 | $67.8K | 0.01% | +62+18.7% | Added |
| Global Trust Asset Management, LLC | 389 | $67.1K | 0.04% | −847−68.5% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 385 | $66.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 381 | $65.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 376 | $64.8K | 0.05% | −3−0.8% | Reduced |
| Sierra Ocean, LLC | 376 | $64.8K | 0.05% | +110+41.4% | Added |
| Financial Network Wealth Advisors LLC | 375 | $64.7K | 0.08% | +58+18.3% | Added |
| Meeder Asset Management Inc | 374 | $64.5K | 0.00% | −1,130−75.1% | Reduced |
| Clear Street Markets LLC | 373 | $64.3K | 0.02% | +368+7,360.0% | Added |
| PrairieView Partners, LLC | 375 | $64.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 369 | $64.0K | 0.00% | +34+10.1% | Added |
| Hoese & Co LLP | 368 | $63.4K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 366 | $63.0K | 0.01% | −55−13.1% | Reduced |
| Ancora Advisors, LLC | 365 | $63.0K | 0.00% | +182+99.5% | Added |
| Piscataqua Savings Bank | 355 | $61.2K | 0.05% | −22−5.8% | Reduced |
| Sunbelt Securities, Inc. | 294 | $60.4K | 0.01% | +250+568.2% | Added |
| Bellwether Advisors, LLC | 343 | $59.1K | 0.01% | +240+233.0% | Added |
| Covestor Ltd | 341 | $59.0K | 0.03% | −245−41.8% | Reduced |
| Rise Advisors, LLC | 340 | $58.6K | 0.02% | −20−5.6% | Reduced |
| Centricity Wealth Management, LLC | 339 | $58.4K | 0.05% | −45−11.7% | Reduced |
| IAG Wealth Partners, LLC | 331 | $57.1K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 320 | $55.2K | 0.04% | +320 | New |
| Hollencrest Capital Management | 309 | $53.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 292 | $50.3K | 0.02% | +100+52.1% | Added |
| 1248 Management, LLC | 284 | $49.0K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 284 | $48.9K | 0.01% | +194+215.6% | Added |
| Bell Investment Advisors, Inc | 283 | $48.8K | 0.01% | −3−1.0% | Reduced |
| Eastern Bank | 277 | $47.8K | 0.00% | −50−15.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 275 | $47.4K | 0.03% | −99−26.5% | Reduced |
| McIlrath & Eck, LLC | 272 | $46.9K | 0.01% | −1,290−82.6% | Reduced |
| Concord Wealth Partners | 272 | $46.9K | 0.01% | −39−12.5% | Reduced |
| MPWM Advisory Solutions, LLC | 260 | $44.8K | 0.03% | −4−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $44.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 254 | $43.8K | 0.01% | −87−25.5% | Reduced |
| Monetary Management Group Inc | 250 | $43.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 248 | $42.8K | 0.02% | +248 | New |
| Cornerstone Planning Group LLC | 314 | $42.2K | 0.01% | +6+1.9% | Added |
| Golden State Wealth Management, LLC | 244 | $42.1K | 0.01% | +221+960.9% | Added |
| Midwest Capital Advisors, LLC | 244 | $42.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 240 | $41.4K | 0.01% | +18+8.1% | Added |
| Quarry LP | 239 | $41.2K | 0.01% | +239 | New |
| WS Portfolio Advisory, LLC | 237 | $40.9K | 3.73% | −963−80.3% | Reduced |
| Medallion Wealth Advisors, LLC | 236 | $40.7K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 231 | $39.8K | 0.06% | +231 | New |
| Twin Peaks Wealth Advisors, LLC | 297 | $39.4K | 0.01% | +297 | New |