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 |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 228 | $39.3K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 225 | $38.0K | 0.01% | −199−46.9% | Reduced |
| NewSquare Capital LLC | 220 | $37.9K | 0.00% | −33,690−99.4% | Reduced |
| High Note Wealth, LLC | 220 | $37.9K | 0.01% | −104−32.1% | Reduced |
| Knuff & Co LLC | 220 | $37.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $37.9K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 214 | $36.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $36.6K | 0.00% | +136+178.9% | Added |
| Christopher J. Hasenberg, Inc | 207 | $35.7K | 0.01% | +142+218.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 205 | $35.3K | 0.02% | +175+583.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 200 | $34.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 34,482 | $34.5K | 0.03% | +34,282+17,141.0% | Added |
| Clear Street LLC | 200 | $34.5K | 0.00% | +200 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 198 | $34.1K | 0.06% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 195 | $33.6K | 0.02% | +195 | New |
| Prestige Wealth Management Group LLC | 182 | $31.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 181 | $31.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 177 | $30.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $30.2K | 0.02% | −76−30.3% | Reduced |
| Gables Capital Management Inc. | 171 | $29.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 162 | $27.9K | 0.01% | +23+16.5% | Added |
| Banque de Luxembourg S.A. | 125 | $27.6K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 160 | $27.6K | 0.00% | +160 | New |
| Asset Dedication, LLC | 157 | $27.1K | 0.00% | +67+74.4% | Added |
| Dunhill Financial, LLC | 155 | $26.8K | 0.01% | −1−0.6% | Reduced |
| Richardson Financial Services Inc. | 153 | $26.4K | 0.02% | −26−14.5% | Reduced |
| Cedar Mountain Advisors, LLC | 151 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $25.9K | 0.02% | −152−50.3% | Reduced |
| Compass Financial Services Inc | 150 | $25.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 149 | $25.7K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 144 | $24.8K | 0.00% | +144 | New |
| Transamerica Financial Advisors, Inc. | 143 | $24.6K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 140 | $24.2K | 0.00% | −987−87.6% | Reduced |
| Hanson & Doremus Investment Management | 140 | $24.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 131 | $22.6K | 0.01% | −105−44.5% | Reduced |
| CNB Bank | 130 | $22.4K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 130 | $22.4K | 0.01% | +130 | New |
| Lummis Asset Management, LP | 128 | $22.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $21.3K | 0.01% | +29+30.9% | Added |
| Kilter Group LLC | 122 | $21.0K | 0.01% | +122 | New |
| Howard Hughes Medical Institute | 122 | $21.0K | 0.01% | +122 | New |
| MCF Advisors LLC | 115 | $19.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 109 | $18.8K | 0.00% | +72+194.6% | Added |
| Tortoise Investment Management, LLC | 101 | $17.4K | 0.00% | +23+29.5% | Added |
| Godsey & Gibb Associates | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $17.2K | 0.00% | +74+284.6% | Added |
| Hurley Capital, LLC | 100 | $17.2K | 0.01% | +100 | New |
| Aspect Partners, LLC | 99 | $17.1K | 0.01% | −11−10.0% | Reduced |
| Sachetta, LLC | 99 | $17.1K | 0.01% | −3−2.9% | Reduced |
| Pineridge Advisors LLC | 99 | $17.1K | 0.01% | +8+8.8% | Added |
| Ogorek Anthony Joseph | 100 | $17.0K | 0.01% | −62−38.3% | Reduced |
| Park Square Financial Group, LLC | 97 | $16.7K | 0.01% | −13−11.8% | Reduced |
| Creative Financial Designs Inc | 96 | $16.6K | 0.00% | −2−2.0% | Reduced |
| Whipplewood Advisors, LLC | 96 | $16.6K | 0.01% | +12+14.3% | Added |
| Raffa Wealth Management, LLC | 95 | $16.4K | 0.00% | −12−11.2% | Reduced |
| Delta Asset Management LLC | 90 | $15.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $15.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $15.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 85 | $14.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 85 | $14.7K | 0.00% | +56+193.1% | Added |
| Pandora Wealth, Inc. | 81 | $14.0K | 0.01% | +37+84.1% | Added |
| Bangor Savings Bank | 76 | $13.1K | 0.00% | +76 | New |
| Beacon Capital Management, LLC | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 74 | $12.8K | 0.00% | +51+221.7% | Added |
| Arlington Trust Co LLC | 73 | $12.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 77 | $12.0K | 0.00% | +5+6.9% | Added |
| Red Tortoise LLC | 67 | $11.6K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 62 | $10.7K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 60 | $10.3K | 0.16% | +60 | New |
| IMG Wealth Management, Inc. | 56 | $9.65K | 0.01% | +56 | New |
| Bare Financial Services, Inc | 53 | $9.14K | 0.00% | +42+381.8% | Added |
| LFA - Lugano Financial Advisors SA | 53 | $9.14K | 0.01% | +53 | New |
| Maseco LLP | 53 | $9.14K | 0.00% | +53 | New |
| Hoey Investments, Inc | 52 | $8.97K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 51 | $8.79K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $8.62K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 49 | $8.45K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 47 | $8.10K | 0.00% | +47 | New |
| TCTC Holdings, LLC | 44 | $7.59K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 43 | $7.41K | 0.01% | −2,814−98.5% | Reduced |
| ROSS\JOHNSON & Associates LLC | 42 | $7.24K | 0.15% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 39 | $6.72K | 0.00% | −1−2.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $6.72K | 0.00% | +1+2.6% | Added |
| Kestra Investment Management, LLC | 30 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $6.55K | 0.00% | −4−9.5% | Reduced |
| Tidemark, LLC | 37 | $6.38K | 0.00% | +10+37.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 37 | $6.38K | 0.00% | +37 | New |
| WealthCollab, LLC | 36 | $6.21K | 0.00% | +27+300.0% | Added |
| Tompkins Financial Corp | 35 | $6.03K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 35 | $6.03K | 0.00% | +7+25.0% | Added |
| Valued Wealth Advisors LLC | 34 | $5.86K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 34 | $5.86K | 0.00% | +2+6.3% | Added |
| Total Investment Management Inc | 34 | $5.86K | 0.00% | +34 | New |
| LGT Financial Advisors LLC | 33 | $5.69K | 0.01% | +33 | New |
| Bay Harbor Wealth Management, LLC | 32 | $5.52K | 0.00% | +11+52.4% | Added |
| BFSG, LLC | 31 | $5.34K | 0.00% | −4,427−99.3% | Reduced |
| Activest Wealth Management | 31 | $5.34K | 0.00% | −99−76.2% | Reduced |
| Fairway Wealth LLC | 30 | $5.17K | 0.00% | 00.0% | Unchanged |