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 |
|---|---|---|---|---|---|
| First United Bank Trust | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $4.83K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 27 | $4.66K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $4.66K | 0.00% | +27 | New |
| TFC Financial Management | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $4.31K | 0.00% | −32−56.1% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $4.31K | 0.00% | +9+56.3% | Added |
| HHM Wealth Advisors, LLC | 23 | $3.97K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 23 | $3.88K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 21 | $3.62K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $3.62K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 21 | $3.62K | 0.00% | +21 | New |
| Essential Partners LLC | 21 | $3.62K | 0.00% | +21 | New |
| WealthTrak Capital Management LLC | 20 | $3.45K | 0.00% | −15−42.9% | Reduced |
| Glen Eagle Advisors, LLC | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 16 | $2.76K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $2.59K | 0.00% | −24−61.5% | Reduced |
| Stephens Consulting, LLC | 15 | $2.59K | 0.00% | +15 | New |
| NVWM, LLC | 14 | $2.41K | 0.00% | −5,393−99.7% | Reduced |
| WestEnd Advisors, LLC | 13 | $2.24K | 0.00% | −3−18.8% | Reduced |
| JDM Financial Group LLC | 13 | $2.24K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $2.07K | 0.10% | +4+50.0% | Added |
| S&T Bank | 11 | $1.90K | 0.00% | +3+37.5% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $1.55K | 0.00% | +2+28.6% | Added |
| 1620 Investment Advisors, Inc. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $1.38K | 0.00% | +8 | New |
| Vermillion Wealth Management, Inc. | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.38K | 0.00% | +4+100.0% | Added |
| Transce3nd, LLC | 7 | $1.21K | 0.00% | −1,000−99.3% | Reduced |
| First Command Advisory Services, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.21K | 0.00% | +1+16.7% | Added |
| Redwood Park Advisors LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $1.03K | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $1.01K | 0.00% | −27−81.8% | Reduced |
| Picton Mahoney Asset Management | 6 | $1.00K | 0.00% | −5,063−99.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5 | $888 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5 | $863 | 0.00% | +5 | New |
| Olistico Wealth, LLC | 5 | $862 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $804 | 0.00% | −26−81.3% | Reduced |
| IMA Wealth, Inc. | 4 | $690 | 0.00% | +4 | New |
| Inlight Wealth Management, LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $346 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −2,381,496−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −1,410,196−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −1,203,502−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −467,276−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −313,680−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −165,500−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −164,900−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −151,855−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −106,249−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −103,950−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −72,222−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −52,273−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −32,440−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −31,645−100.0% | Sold out |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −29,926−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −27,928−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −26,548−100.0% | Sold out |
| Pragma Gestao de Patrimonio Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −24,610−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −24,524−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −23,689−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −21,539−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −19,720−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −18,956−100.0% | Sold out |
| CHB Investment Group, LLC | 0 | $0 | 0.00% | −17,404−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −16,707−100.0% | Sold out |
| Decatur Capital Management, Inc. | 0 | $0 | 0.00% | −14,862−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,208−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −12,746−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −12,475−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −12,374−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −12,209−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −10,756−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −8,783−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −7,633−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −7,383−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −6,979−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −6,950−100.0% | Sold out |
| Lionsbridge Wealth Management LLC | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −6,451−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −6,208−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |