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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 73,948 | $12.7M | 0.46% | +4,366+6.3% | Added |
| Perennial Advisors, LLC | 73,598 | $12.7M | 2.36% | +708+1.0% | Added |
| Pathstone Holdings, LLC | 73,478 | $12.7M | 0.05% | −4,922−6.3% | Reduced |
| Shell Asset Management Co | 73,387 | $12.7M | 0.44% | +11,707+19.0% | Added |
| Bellecapital International Ltd. | 73,144 | $12.6M | 2.24% | −258−0.4% | Reduced |
| Intech Investment Management LLC | 73,045 | $12.6M | 0.12% | +46,269+172.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 72,798 | $12.6M | 0.04% | −76,358−51.2% | Reduced |
| Pensionmark Financial Group, LLC | 72,521 | $12.5M | 0.28% | +76+0.1% | Added |
| Woodstock Corp | 71,994 | $12.4M | 1.14% | +2,325+3.3% | Added |
| Kidder Stephen W | 71,154 | $12.3M | 3.69% | −298−0.4% | Reduced |
| CCM Investment Advisers LLC | 71,058 | $12.3M | 1.32% | +3,196+4.7% | Added |
| Yousif Capital Management, LLC | 70,487 | $12.2M | 0.13% | −6,343−8.3% | Reduced |
| Clark Estates Inc | 70,300 | $12.1M | 2.72% | +45,000+177.9% | Added |
| CIBC World Markets Corp | 69,939 | $12.1M | 0.08% | +1,316+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,913 | $12.1M | 0.27% | −8,323−10.6% | Reduced |
| Tredje AP-fonden | 69,620 | $12.0M | 0.10% | −277,060−79.9% | Reduced |
| Headlands Technologies LLC | 69,585 | $12.0M | 1.44% | +69,585 | New |
| Nissay Asset Management Corp | 69,084 | $11.9M | 0.07% | −2,483−3.5% | Reduced |
| Two Point Capital Management, Inc. | 68,881 | $11.9M | 5.05% | +68,881 | New |
| Pinnacle Financial Partners Inc | 68,189 | $11.8M | 0.25% | +238+0.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,837 | $11.7M | 0.71% | −2,485−3.5% | Reduced |
| Advisors Asset Management, Inc. | 67,476 | $11.6M | 0.21% | +1,088+1.6% | Added |
| Romano Brothers and Company | 67,140 | $11.6M | 1.43% | −6,050−8.3% | Reduced |
| Papp L Roy & Associates | 67,131 | $11.6M | 1.37% | +7,165+11.9% | Added |
| Puzo Michael J | 66,973 | $11.5M | 3.29% | −2,983−4.3% | Reduced |
| Alyeska Investment Group, L.P. | 66,924 | $11.5M | 0.04% | +66,924 | New |
| Adams Diversified Equity Fund, Inc. | 66,300 | $11.4M | 0.41% | +66,300 | New |
| Bahl & Gaynor Inc | 65,373 | $11.3M | 0.06% | −529−0.8% | Reduced |
| FineMark National Bank & Trust | 64,782 | $11.2M | 0.38% | −120.0% | Reduced |
| Robertson Opportunity Capital, LLC | 64,600 | $11.1M | 4.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 64,371 | $11.1M | 0.51% | +14,700+29.6% | Added |
| Brant Point Investment Management LLC | 63,821 | $11.0M | 2.51% | −8,616−11.9% | Reduced |
| Panagora Asset Management Inc | 63,698 | $11.0M | 0.05% | −2,230−3.4% | Reduced |
| Mutual of America Capital Management LLC | 63,586 | $11.0M | 0.12% | −2,578−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 63,547 | $11.0M | 0.13% | +63,547 | New |
| Parkwood LLC | 63,019 | $10.9M | 1.00% | −29,965−32.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 62,947 | $10.9M | 0.24% | +9,058+16.8% | Added |
| Carnegie Capital Asset Management, LLC | 62,570 | $10.8M | 0.22% | +57,864+1,229.6% | Added |
| Legacy Private Trust Co. | 61,229 | $10.6M | 0.68% | −784−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 61,196 | $10.6M | 0.13% | +10,102+19.8% | Added |
| Webster Bank, N. A. | 61,024 | $10.5M | 1.09% | −400−0.7% | Reduced |
| Addenda Capital Inc. | 60,895 | $10.5M | 0.38% | −13,968−18.7% | Reduced |
| Geneos Wealth Management Inc. | 60,396 | $10.4M | 0.25% | +22,123+57.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 60,319 | $10.4M | 0.25% | +44,048+270.7% | Added |
| Diversified Trust Co | 60,240 | $10.4M | 0.23% | +6,605+12.3% | Added |
| Woodline Partners LP | 59,973 | $10.3M | 0.05% | +11,908+24.8% | Added |
| Generali Asset Management SPA SGR | 59,588 | $10.3M | 0.23% | −4,741−7.4% | Reduced |
| ProVise Management Group, LLC | 58,421 | $10.1M | 0.80% | +2,667+4.8% | Added |
| Legal Advantage Investments, Inc. | 57,967 | $9.99M | 4.67% | +4,550+8.5% | Added |
| CMH Wealth Management LLC | 57,947 | $9.99M | 2.33% | +18,130+45.5% | Added |
| Point72 (DIFC) Ltd | 57,933 | $9.99M | 0.80% | +57,933 | New |
| Polar Capital Holdings Plc | 57,928 | $9.99M | 0.05% | +777+1.4% | Added |
| Explore Capital Management, LLC | 57,600 | $9.93M | 7.02% | +57,600 | New |
| Peapack Gladstone Financial Corp | 56,599 | $9.76M | 0.14% | −6,303−10.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 55,742 | $9.61M | 0.53% | +1,175+2.2% | Added |
| Sawgrass Asset Management LLC | 55,324 | $9.54M | 1.08% | +55,324 | New |
| Headinvest, LLC | 55,073 | $9.50M | 2.02% | −6,299−10.3% | Reduced |
| NEOS Investment Management LLC | 54,881 | $9.46M | 0.12% | +10,698+24.2% | Added |
| Brinker Capital Investments, LLC | 54,800 | $9.45M | 0.08% | −1,454−2.6% | Reduced |
| ASR Vermogensbeheer N.V. | 54,652 | $9.42M | 0.12% | +27,385+100.4% | Added |
| Jacobs & Co | 53,993 | $9.31M | 0.92% | +11,322+26.5% | Added |
| Entropy Technologies, LP | 53,934 | $9.30M | 0.74% | +53,934 | New |
| Oppenheimer Asset Management Inc. | 53,750 | $9.27M | 0.11% | −7,037−11.6% | Reduced |
| Chesley Taft & Associates LLC | 53,713 | $9.26M | 0.41% | −4,112−7.1% | Reduced |
| Synovus Financial Corp | 53,360 | $9.20M | 0.11% | +3,701+7.5% | Added |
| Builder Investment Group Inc | 52,720 | $9.09M | 2.25% | −152−0.3% | Reduced |
| Pacer Advisors, Inc. | 52,349 | $9.03M | 0.02% | +10,168+24.1% | Added |
| Logan Capital Management Inc | 52,072 | $8.98M | 0.42% | −23,773−31.3% | Reduced |
| Crossmark Global Holdings, Inc. | 51,634 | $8.90M | 0.14% | +3,094+6.4% | Added |
| Liberty Capital Management, Inc. | 51,537 | $8.89M | 1.79% | −255−0.5% | Reduced |
| Cozad Asset Management Inc | 51,421 | $8.87M | 0.77% | +1,193+2.4% | Added |
| Bell Asset Management Ltd | 51,028 | $8.80M | 1.94% | +1,513+3.1% | Added |
| Quantbot Technologies LP | 51,003 | $8.79M | 0.23% | +51,003 | New |
| Investment Management Corp of Ontario | 50,609 | $8.73M | 0.13% | +27,107+115.3% | Added |
| Palmer Knight Co | 50,186 | $8.65M | 3.69% | +2,445+5.1% | Added |
| Oddo BHF Asset Management SAS | 49,972 | $8.62M | 0.33% | +29,077+139.2% | Added |
| Marks Group Wealth Management, Inc | 49,941 | $8.61M | 0.80% | +6,957+16.2% | Added |
| Resources Management Corp | 49,805 | $8.59M | 1.17% | +8,730+21.3% | Added |
| Smithbridge Asset Management Inc | 49,602 | $8.55M | 1.50% | +471+1.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 49,467 | $8.53M | 1.81% | +3,763+8.2% | Added |
| Steamboat Capital Partners, LLC | 49,050 | $8.46M | 2.41% | −20,950−29.9% | Reduced |
| Janney Montgomery Scott LLC | 48,974 | $8.44M | 0.02% | −13,870−22.1% | Reduced |
| Contravisory Investment Management, Inc. | 48,604 | $8.38M | 1.65% | −412−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 48,456 | $8.35M | 1.18% | +5,995+14.1% | Added |
| Atria Investments LLC | 48,090 | $8.29M | 0.10% | −5,814−10.8% | Reduced |
| Marietta Investment Partners LLC | 48,018 | $8.28M | 1.81% | −163−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 47,919 | $8.26M | 0.15% | −1,000−2.0% | Reduced |
| Verition Fund Management LLC | 47,179 | $8.13M | 0.05% | −49,243−51.1% | Reduced |
| Wellington Management Group LLP | 47,008 | $8.10M | 0.00% | −518,193−91.7% | Reduced |
| Middleton & Co Inc | 46,984 | $8.10M | 0.91% | +450+1.0% | Added |
| Thomas Story & Son LLC | 46,971 | $8.10M | 3.11% | −526−1.1% | Reduced |
| First National Trust Co | 46,924 | $8.09M | 0.30% | −467−1.0% | Reduced |
| Ayrshire Capital Management LLC | 46,913 | $8.09M | 3.88% | +787+1.7% | Added |
| Carmel Capital Management L.L.C. | 46,860 | $8.08M | 2.72% | +250+0.5% | Added |
| M. Kraus & Co | 46,484 | $8.01M | 2.35% | +438+1.0% | Added |
| Torray LLC | 46,443 | $8.01M | 1.16% | −72,687−61.0% | Reduced |
| Allianz Asset Management GmbH | 46,262 | $7.98M | 0.01% | −225,493−83.0% | Reduced |
| Heritage Trust Co | 46,231 | $7.97M | 0.92% | +4,083+9.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 46,221 | $7.97M | 0.57% | −8,266−15.2% | Reduced |
| CX Institutional | 46,097 | $7.95M | 0.28% | −13,641−22.8% | Reduced |