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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 45,744 | $7.89M | 1.24% | −1,276−2.7% | Reduced |
| Ironwood Investment Counsel, LLC | 45,207 | $7.79M | 1.20% | +5,596+14.1% | Added |
| Brooktree Capital Management | 45,149 | $7.78M | 5.09% | +701+1.6% | Added |
| Redmond Asset Management, LLC | 45,030 | $7.76M | 1.85% | +904+2.0% | Added |
| Scalar Gauge Management, LLC | 45,000 | $7.76M | 4.44% | +45,000 | New |
| Moran Wealth Management, LLC | 44,350 | $7.65M | 0.24% | +922+2.1% | Added |
| Vontobel Holding Ltd. | 44,267 | $7.63M | 0.03% | +5,029+12.8% | Added |
| RMB Capital Management, LLC | 44,096 | $7.60M | 0.14% | +4,755+12.1% | Added |
| Howe & Rusling Inc | 43,735 | $7.54M | 0.56% | +711+1.7% | Added |
| Edgemoor Investment Advisors, Inc. | 43,495 | $7.50M | 0.65% | +1,699+4.1% | Added |
| Eagle Rock Investment Company, LLC | 43,259 | $7.46M | 1.18% | +1,700+4.1% | Added |
| Bey-Douglas LLC | 43,174 | $7.44M | 4.45% | +10,891+33.7% | Added |
| Cloverfields Capital Group, LP | 43,046 | $7.42M | 2.20% | +5,710+15.3% | Added |
| Hills Bank & Trust Co | 42,932 | $7.40M | 0.47% | −553−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 42,715 | $7.36M | 0.16% | −25,075−37.0% | Reduced |
| Kestra Advisory Services, LLC | 42,576 | $7.34M | 0.04% | −2,468−5.5% | Reduced |
| Resources Investment Advisors, LLC. | 42,433 | $7.32M | 0.08% | −609−1.4% | Reduced |
| Delaney Dennis R | 42,420 | $7.31M | 3.76% | +295+0.7% | Added |
| Dnca Finance | 41,850 | $7.22M | 0.55% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 41,193 | $7.10M | 1.82% | −6,335−13.3% | Reduced |
| Aryeh Capital Management Ltd. | 41,042 | $7.08M | 5.54% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 40,886 | $7.05M | 1.05% | +1,522+3.9% | Added |
| Baker Ellis Asset Management LLC | 40,521 | $6.99M | 0.96% | −1,205−2.9% | Reduced |
| Verdence Capital Advisors LLC | 40,454 | $6.97M | 0.48% | +3,097+8.3% | Added |
| Thompson Investment Management, Inc. | 40,095 | $6.91M | 0.98% | +3,155+8.5% | Added |
| Point72 Hong Kong Ltd | 39,578 | $6.82M | 0.47% | +39,578 | New |
| Union Bancaire Privee, UBP SA | 45,287 | $6.80M | 0.11% | −11,458−20.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 39,417 | $6.80M | 0.01% | +15,245+63.1% | Added |
| Vinva Investment Management Ltd | 39,139 | $6.74M | 0.18% | +21,260+118.9% | Added |
| Edgestream Partners, L.P. | 39,085 | $6.74M | 0.19% | +38,023+3,580.3% | Added |
| Wealthfront Advisers LLC | 38,998 | $6.72M | 0.02% | −17,191−30.6% | Reduced |
| BTC Capital Management, Inc. | 39,033 | $6.72M | 0.55% | −11,421−22.6% | Reduced |
| Fiduciary Trust Co | 38,627 | $6.66M | 0.08% | +2,159+5.9% | Added |
| Mizuho Securities USA LLC | 38,323 | $6.61M | 0.14% | +38,323 | New |
| Patton Albertson Miller Group, LLC | 38,019 | $6.55M | 0.86% | +180+0.5% | Added |
| HGK Asset Management Inc | 37,691 | $6.50M | 1.11% | +7,747+25.9% | Added |
| SFE Investment Counsel | 37,529 | $6.47M | 1.14% | +7,960+26.9% | Added |
| AlTi Global, Inc. | 37,573 | $6.47M | 0.16% | +30,714+447.8% | Added |
| Core Alternative Capital | 37,263 | $6.42M | 1.76% | −1,160−3.0% | Reduced |
| Marshall & Sullivan Inc | 37,180 | $6.41M | 3.08% | −372−1.0% | Reduced |
| Two Sigma Advisers, LP | 36,836 | $6.35M | 0.01% | +36,836 | New |
| John G Ullman & Associates Inc | 36,782 | $6.34M | 0.94% | −1,455−3.8% | Reduced |
| Altrafin AG | 36,614 | $6.31M | 2.13% | +10,572+40.6% | Added |
| Captrust Financial Advisors | 36,428 | $6.28M | 0.01% | −2,704−6.9% | Reduced |
| Kentucky Retirement Systems | 36,298 | $6.26M | 0.18% | −2,378−6.1% | Reduced |
| Cary Street Partners Financial LLC | 36,252 | $6.25M | 0.18% | −2,490−6.4% | Reduced |
| Hantz Financial Services, Inc. | 36,182 | $6.24M | 0.10% | −2,644−6.8% | Reduced |
| Baxter Bros Inc | 36,142 | $6.23M | 0.76% | +2,270+6.7% | Added |
| Sanctuary Advisors, LLC | 36,125 | $6.23M | 0.04% | −8,472−19.0% | Reduced |
| Guggenheim Capital LLC | 35,899 | $6.19M | 0.05% | +354+1.0% | Added |
| Apollon Wealth Management, LLC | 35,824 | $6.18M | 0.12% | −37,061−50.8% | Reduced |
| SG Americas Securities, LLC | 35,733 | $6.16M | 0.03% | −5,496−13.3% | Reduced |
| Notis-McConarty Edward | 35,655 | $6.15M | 3.00% | −683−1.9% | Reduced |
| Bouvel Investment Partners, LLC | 35,301 | $6.09M | 2.06% | +35,301 | New |
| Eley Financial Management, Inc | 35,138 | $6.06M | 2.33% | −95−0.3% | Reduced |
| Nicollet Investment Management, Inc. | 35,040 | $6.04M | 2.02% | −2,001−5.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,983 | $6.03M | 0.78% | +34,983 | New |
| Graybill Bartz & Assoc Ltd | 34,760 | $5.99M | 1.96% | +1,632+4.9% | Added |
| DF Dent & Co Inc | 34,741 | $5.99M | 0.08% | +706+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,706 | $5.98M | 0.02% | +34,706 | New |
| AMJ Financial Wealth Management | 34,655 | $5.97M | 1.51% | −11,146−24.3% | Reduced |
| AdvisorShares Investments LLC | 34,645 | $5.97M | 1.08% | +819+2.4% | Added |
| Lido Advisors, LLC | 34,419 | $5.93M | 0.03% | +773+2.3% | Added |
| Argent Trust Co | 34,360 | $5.92M | 0.22% | +1,833+5.6% | Added |
| Nilsine Partners, LLC | 34,304 | $5.91M | 0.60% | +522+1.5% | Added |
| Anchor Investment Management, LLC | 34,038 | $5.87M | 0.51% | −530−1.5% | Reduced |
| Graham Capital Management, L.P. | 34,026 | $5.87M | 0.18% | +19,287+130.9% | Added |
| EP Wealth Advisors, LLC | 33,929 | $5.85M | 0.04% | +18,412+118.7% | Added |
| D L Carlson Investment Group Inc | 33,611 | $5.79M | 1.06% | −332−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 33,610 | $5.79M | 0.12% | +33,610 | New |
| Hartford Investment Management Co | 33,443 | $5.77M | 0.18% | −1,278−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 33,402 | $5.76M | 0.94% | +1,674+5.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 33,361 | $5.75M | 0.05% | +2,668+8.7% | Added |
| Hound Partners, LLC | 33,359 | $5.75M | 0.78% | +33,359 | New |
| Value Holdings Management Co. LLC | 33,000 | $5.69M | 1.00% | −2,000−5.7% | Reduced |
| Compass Wealth Management LLC | 32,953 | $5.68M | 1.35% | +20+0.1% | Added |
| Glenview Trust Co | 32,864 | $5.67M | 0.10% | +85+0.3% | Added |
| Chicago Capital, LLC | 32,689 | $5.64M | 0.14% | +18,520+130.7% | Added |
| New Age Alpha Advisors, LLC | 32,629 | $5.63M | 0.25% | +1,451+4.7% | Added |
| HB Wealth Management, LLC | 32,606 | $5.62M | 0.04% | −5,509−14.5% | Reduced |
| Norinchukin Bank, The | 32,575 | $5.62M | 0.08% | +4,071+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,421 | $5.58M | 0.04% | +10,473+47.7% | Added |
| Sendero Wealth Management, LLC | 32,161 | $5.54M | 0.69% | +4,955+18.2% | Added |
| Aigen Investment Management, LP | 32,159 | $5.54M | 0.76% | +32,159 | New |
| Bryn Mawr Trust Co | 31,930 | $5.51M | 0.10% | +11,837+58.9% | Added |
| Private Advisor Group, LLC | 31,829 | $5.49M | 0.03% | +1,181+3.9% | Added |
| Vestcor Inc | 31,795 | $5.48M | 0.17% | +723+2.3% | Added |
| Bull Street Advisors, LLC | 31,785 | $5.48M | 2.63% | −215−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,569 | $5.44M | 0.33% | +28,723+1,009.2% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $5.44M | 0.64% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 31,500 | $5.43M | 1.02% | +12,500+65.8% | Added |
| Soros Capital Management LLC | 31,109 | $5.36M | 1.63% | +16,019+106.2% | Added |
| Stone Run Capital, LLC | 31,025 | $5.35M | 2.14% | +55+0.2% | Added |
| Magnetar Financial LLC | 30,878 | $5.32M | 0.03% | +30,878 | New |
| Gabelli Funds LLC | 30,874 | $5.32M | 0.04% | +21,324+223.3% | Added |
| Reynders McVeigh Capital Management, LLC | 30,525 | $5.26M | 0.26% | −1,895−5.8% | Reduced |
| Monarch Capital Management Inc | 30,320 | $5.23M | 1.40% | +1,195+4.1% | Added |
| First Western Trust Bank | 30,086 | $5.19M | 0.23% | −1,210−3.9% | Reduced |
| Keel Point, LLC | 30,029 | $5.18M | 0.34% | +6,919+29.9% | Added |
| Advisory Services Network, LLC | 37,157 | $5.16M | 0.08% | +10,075+37.2% | Added |