Fiserv Inc

FISV

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0000798354

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2025: 1,848 institutions

Value heldQ2 2025: $84.5B

Institutions holding FISV and their total value by quarter
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.

Institutions holding FISV in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
CPA Asset Management LLC	0	$0	0.00%	−1,058−100.0%	Sold out
Investment Partners Asset Management, Inc.	0	$0	0.00%	−1,058−100.0%	Sold out
Caitlin John, LLC	0	$0	0.00%	−1,053−100.0%	Sold out
Fairfield Financial Advisors, LTD	0	$0	0.00%	−1,048−100.0%	Sold out
Financial Insights, Inc.	0	$0	0.00%	−1,045−100.0%	Sold out
MJP Associates Inc	0	$0	0.00%	−1,044−100.0%	Sold out
YHB Investment Advisors, Inc.	0	$0	0.00%	−1,043−100.0%	Sold out
Optivise Advisory Services LLC	0	$0	0.00%	−1,041−100.0%	Sold out
Flossbach Von Storch AG	0	$0	0.00%	−1,040−100.0%	Sold out
Traveka Wealth, LLC	0	$0	0.00%	−1,038−100.0%	Sold out
Everett Harris & Co	0	$0	0.00%	−1,032−100.0%	Sold out
Sonora Investment Management Group, LLC	0	$0	0.00%	−1,029−100.0%	Sold out
Forthright Family Wealth Advisory LLC	0	$0	0.00%	−1,028−100.0%	Sold out
First Foundation Advisors	0	$0	0.00%	−1,021−100.0%	Sold out
Retirement Planning Group	0	$0	0.00%	−1,018−100.0%	Sold out
Fi3 FINANCIAL ADVISORS, LLC	0	$0	0.00%	−1,015−100.0%	Sold out
Holland Advisory Services, Inc.	0	$0	0.00%	−1,014−100.0%	Sold out
Fullcircle Wealth LLC	0	$0	0.00%	−1,251−100.0%	Sold out
Foster Group, Inc.	0	$0	0.00%	−1,004−100.0%	Sold out
Proactive Wealth Strategies LLC	0	$0	0.00%	−1,000−100.0%	Sold out
1492 Capital Management LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Cercano Management LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Borer Denton & Associates, Inc.	0	$0	0.00%	−1,000−100.0%	Sold out
Eight 31 Financial LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Challenger Wealth Management	0	$0	0.00%	−1,000−100.0%	Sold out
Hohimer Wealth Management, LLC	0	$0	0.00%	−998−100.0%	Sold out
Ausdal Financial Partners, Inc.	0	$0	0.00%	−997−100.0%	Sold out
HCR Wealth Advisors	0	$0	0.00%	−992−100.0%	Sold out
Clarity Capital Partners LLC	0	$0	0.00%	−987−100.0%	Sold out
Coppell Advisory Solutions LLC	0	$0	0.00%	−1,175−100.0%	Sold out
Leonard Rickey Investment Advisors P.L.L.C.	0	$0	0.00%	−1,025−100.0%	Sold out
JT Stratford LLC	0	$0	0.00%	−980−100.0%	Sold out
First Business Financial Services, Inc.	0	$0	0.00%	−979−100.0%	Sold out
Fort Sheridan Advisors LLC	0	$0	0.00%	−975−100.0%	Sold out
Financial Council Asset Management Inc	0	$0	0.00%	−975−100.0%	Sold out
Coastwise Capital Group, LLC	0	$0	0.00%	−971−100.0%	Sold out
Occidental Asset Management, LLC	0	$0	0.00%	−965−100.0%	Sold out
Stock Yards Bank & Trust Co	0	$0	0.00%	−964−100.0%	Sold out
Milestone Asset Management, LLC	0	$0	0.00%	−952−100.0%	Sold out
Heartwood Wealth Advisors LLC	0	$0	0.00%	−950−100.0%	Sold out
May Barnhard Investments LLC	0	$0	0.00%	−944−100.0%	Sold out
Lathrop Investment Management Corp	0	$0	0.00%	−939−100.0%	Sold out
Alliance Wealth Advisors, LLC	0	$0	0.00%	−930−100.0%	Sold out
Avaii Wealth Management, LLC	0	$0	0.00%	−929−100.0%	Sold out
Colonial River Wealth Management, LLC	0	$0	0.00%	−928−100.0%	Sold out
Camden Capital, LLC	0	$0	0.00%	−928−100.0%	Sold out
ASB Consultores, LLC	0	$0	0.00%	−924−100.0%	Sold out
Vantage Point Financial LLC	0	$0	0.00%	−919−100.0%	Sold out
Victory Financial Group, LLC	0	$0	0.00%	−913−100.0%	Sold out
Convergence Investment Partners, LLC	0	$0	0.00%	−913−100.0%	Sold out
First American Trust, FSB	0	$0	0.00%	−913−100.0%	Sold out
Hobbs Wealth Management, LLC	0	$0	0.00%	−912−100.0%	Sold out
Board of the Pension Protection Fund	0	$0	0.00%	−900−100.0%	Sold out
Accent Capital Management, LLC	0	$0	0.00%	−889−100.0%	Sold out
Riverview Trust Co	0	$0	0.00%	−877−100.0%	Sold out
TruNorth Capital Management, LLC	0	$0	0.00%	−806−100.0%	Sold out
Laurel Wealth Advisors LLC	0	$0	0.00%	−684−100.0%	Sold out
Hexagon Capital Partners LLC	0	$0	0.00%	−595−100.0%	Sold out
Capula Management Ltd	0	$0	0.00%	−543−100.0%	Sold out
Bayforest Capital Ltd	0	$0	0.00%	−437−100.0%	Sold out
Harel Insurance Investments & Financial Services Ltd.	0	$0	0.00%	−357−100.0%	Sold out
West Paces Advisors Inc.	0	$0	0.00%	−334−100.0%	Sold out
Atala Financial Inc	0	$0	0.00%	−300−100.0%	Sold out
XY Capital Ltd	0	$0	0.00%	−255−100.0%	Sold out
Carolinas Wealth Consulting LLC	0	$0	0.00%	−233−100.0%	Sold out
Loomis Sayles & Co L P	0	$0	0.00%	−209−100.0%	Sold out
Wiser Advisor Group LLC	0	$0	0.00%	−190−100.0%	Sold out
Campbell Capital Management Inc	0	$0	0.00%	−180−100.0%	Sold out
Abound Financial, LLC	0	$0	0.00%	−172−100.0%	Sold out
Marshall Investment Management, LLC	0	$0	0.00%	−140−100.0%	Sold out
West Branch Capital LLC	0	$0	0.00%	−120−100.0%	Sold out
Farmers & Merchants Trust Co of Chambersburg PA	0	$0	0.00%	−103−100.0%	Sold out
Alpine Bank Wealth Management	0	$0	0.00%	−90−100.0%	Sold out
Cherry Tree Wealth Management, LLC	0	$0	0.00%	−89−100.0%	Sold out
Ravenstone Capital Management Inc.	0	$0	0.00%	−75−100.0%	Sold out
Global Financial Private Client, LLC	0	$0	0.00%	−38−100.0%	Sold out
Reyes Financial Architecture, Inc.	0	$0	0.00%	−35−100.0%	Sold out
Stonebridge Financial Group, LLC	0	$0	0.00%	−34−100.0%	Sold out
Clark Wealth Partners	0	$0	0.00%	−30−100.0%	Sold out
Winnow Wealth LLC	0	$0	0.00%	−20−100.0%	Sold out
POM Investment Strategies, LLC	0	$0	0.00%	−13−100.0%	Sold out
Greenline Partners, LLC	0	$0	0.00%	−10−100.0%	Sold out
Eq Wealth Advisors, LLC	0	$0	0.00%	−6−100.0%	Sold out
Capital A Wealth Management, LLC	0	$0	0.00%	−6−100.0%	Sold out
Chesapeake Asset Management LLC	0	$0	0.00%	−5−100.0%	Sold out
GoalVest Advisory LLC	0	$0	0.00%	−5−100.0%	Sold out
Bear Mountain Capital, Inc.	0	$0	0.00%	−5−100.0%	Sold out
Richardson Capital Management LLC	0	$0	0.00%	−3−100.0%	Sold out
Halbert Hargrove Global Advisors, LLC	0	$0	0.00%	−1−100.0%	Sold out
Credit Agricole S A	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Orion Portfolio Solutions, LLC	–	–	–	–	Not filed
Rakuten Investment Management, Inc.	–	–	–	–	Not filed
Mizuho Securities USA LLC	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Selway Asset Management	–	–	–	–	Not filed
Horan Capital Advisors, LLC.	–	–	–	–	Not filed
Buffington Mohr McNeal	–	–	–	–	Not filed
Morningstar Investment Services LLC	–	–	–	–	Not filed
Benchmark Investment Advisors LLC	–	–	–	–	Not filed