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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 19,233 | $3.32M | 0.05% | +3,787+24.5% | Added |
| Merit Financial Group, LLC | 19,165 | $3.30M | 0.04% | −1,092−5.4% | Reduced |
| TownSquare Capital, LLC | 19,134 | $3.30M | 0.32% | −49,377−72.1% | Reduced |
| Cox Capital Mgt LLC | 19,076 | $3.29M | 2.24% | −334−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,052 | $3.28M | 0.13% | +1,659+9.5% | Added |
| GAMMA Investing LLC | 19,003 | $3.28M | 0.21% | +1,696+9.8% | Added |
| Centiva Capital, LP | 18,985 | $3.27M | 0.22% | +9,930+109.7% | Added |
| Benjamin Edwards Inc | 18,972 | $3.27M | 0.04% | +8,487+80.9% | Added |
| Ofi Invest Asset Management | 22,267 | $3.27M | 0.08% | −280−1.2% | Reduced |
| KLCM Advisors, Inc. | 18,968 | $3.27M | 0.35% | −1,155−5.7% | Reduced |
| Campbell Newman Asset Management Inc | 18,936 | $3.26M | 0.26% | −37−0.2% | Reduced |
| Graphene Investments SAS | 18,900 | $3.26M | 2.12% | +6,400+51.2% | Added |
| Palumbo Wealth Management LLC | 18,896 | $3.26M | 1.01% | −62−0.3% | Reduced |
| Coldstream Capital Management Inc | 18,661 | $3.22M | 0.05% | +1,481+8.6% | Added |
| Harvey Capital Management Inc | 18,520 | $3.20M | 0.75% | +10,650+135.3% | Added |
| Trinity Financial Advisors LLC | 18,532 | $3.20M | 0.98% | 00.0% | Unchanged |
| Nutshell Asset Management Ltd | 18,500 | $3.19M | 1.90% | +18,500 | New |
| Park Avenue Securities LLC | 18,462 | $3.18M | 0.03% | −3,052−14.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 18,423 | $3.18M | 0.87% | −715−3.7% | Reduced |
| Berger Financial Group, Inc | 18,379 | $3.17M | 0.21% | +339+1.9% | Added |
| Plato Investment Management Ltd | 18,419 | $3.16M | 0.24% | −1,525−7.6% | Reduced |
| Fairvoy Private Wealth, LLC | 18,229 | $3.14M | 0.78% | −4,657−20.3% | Reduced |
| Simplex Trading, LLC | 18,199 | $3.14M | 0.08% | +526+3.0% | Added |
| VisionPoint Advisory Group, LLC | 18,161 | $3.13M | 0.68% | +4,152+29.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,951 | $3.09M | 0.01% | +206+1.2% | Added |
| Summit Trail Advisors, LLC | 17,916 | $3.09M | 0.05% | +17,916 | New |
| Sovereign's Capital Management, LLC | 17,820 | $3.07M | 1.64% | +1,344+8.2% | Added |
| Bokf, NA | 17,790 | $3.07M | 0.05% | +7,007+65.0% | Added |
| Ellenbecker Investment Group | 17,784 | $3.07M | 0.50% | −12−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,687 | $3.05M | 0.05% | −407−2.2% | Reduced |
| Savant Capital, LLC | 17,680 | $3.05M | 0.02% | +901+5.4% | Added |
| Ssa Swiss Advisors AG | 18,295 | $3.04M | 1.47% | +18,295 | New |
| 111 Capital | 17,602 | $3.03M | 0.52% | +17,602 | New |
| Hall Laurie J Trustee | 17,515 | $3.02M | 1.00% | −260−1.5% | Reduced |
| AMG National Trust Bank | 17,455 | $3.01M | 0.08% | −210−1.2% | Reduced |
| Focus Financial Network, Inc. | 17,368 | $2.99M | 0.12% | +7,875+83.0% | Added |
| Ashton Thomas Private Wealth, LLC | 17,253 | $2.97M | 0.10% | +1,738+11.2% | Added |
| Nomura Holdings Inc | 17,251 | $2.97M | 0.02% | −13,390−43.7% | Reduced |
| RDA Financial Network | 17,199 | $2.97M | 0.80% | +1,590+10.2% | Added |
| Unique Wealth, LLC | 16,949 | $2.92M | 0.47% | +812+5.0% | Added |
| BDF-Gestion | 16,580 | $2.86M | 0.32% | −1,807−9.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 16,477 | $2.84M | 0.24% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 16,410 | $2.83M | 0.10% | −585−3.4% | Reduced |
| Groupama Asset Managment | 16,410 | $2.83M | 0.05% | +16,410 | New |
| Congress Wealth Management LLC | 16,317 | $2.81M | 0.03% | +2,584+18.8% | Added |
| North Star Investment Management Corp. | 16,268 | $2.80M | 0.20% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 16,230 | $2.80M | 0.04% | +2,611+19.2% | Added |
| Alpine Woods Capital Investors, LLC | 16,195 | $2.79M | 0.66% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 16,030 | $2.76M | 0.63% | −310−1.9% | Reduced |
| Empowered Funds, LLC | 15,956 | $2.75M | 0.03% | −25,702−61.7% | Reduced |
| Argyle Capital Management Inc. | 15,894 | $2.74M | 0.99% | −109−0.7% | Reduced |
| City Holding Co | 15,867 | $2.74M | 0.36% | +559+3.7% | Added |
| Stratos Wealth Partners, LTD. | 15,793 | $2.72M | 0.04% | +11,279+249.9% | Added |
| Hancock Whitney Corp | 15,714 | $2.71M | 0.05% | +15,714 | New |
| Twin Tree Management, LP | 15,690 | $2.71M | 0.07% | +7,138+83.5% | Added |
| Equitable Trust Co | 15,504 | $2.67M | 0.13% | +5,313+52.1% | Added |
| Clayton Partners LLC | 15,478 | $2.67M | 2.24% | −1,627−9.5% | Reduced |
| Hudson Bay Capital Management LP | 15,409 | $2.66M | 0.02% | −26,969−63.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,406 | $2.66M | 0.18% | −1,067−6.5% | Reduced |
| Axxcess Wealth Management, LLC | 15,376 | $2.65M | 0.06% | −1,172−7.1% | Reduced |
| Meeder Advisory Services, Inc. | 15,319 | $2.64M | 0.14% | −394−2.5% | Reduced |
| Aviso Financial Inc. | 15,224 | $2.62M | 0.12% | +4,432+41.1% | Added |
| Roundview Capital LLC | 15,203 | $2.62M | 0.18% | +404+2.7% | Added |
| Harbor Investment Advisory, LLC | 15,203 | $2.62M | 0.23% | +1,336+9.6% | Added |
| Kendall Capital Management | 15,118 | $2.61M | 0.69% | −300−1.9% | Reduced |
| Wetherby Asset Management Inc | 15,054 | $2.60M | 0.12% | +15,054 | New |
| Equitable Holdings, Inc. | 14,842 | $2.56M | 0.02% | +3,591+31.9% | Added |
| Integrated Wealth Concepts LLC | 14,718 | $2.54M | 0.03% | +199+1.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 14,670 | $2.53M | 0.09% | +1,900+14.9% | Added |
| Ostrum Asset Management | 14,664 | $2.53M | 0.12% | +52+0.4% | Added |
| Meridian Management Co | 18,081 | $2.51M | 0.69% | +4,010+28.5% | Added |
| Eads & Heald Wealth Management | 14,532 | $2.50M | 1.24% | −329−2.2% | Reduced |
| Albert D Mason Inc | 14,509 | $2.50M | 1.81% | −1,116−7.1% | Reduced |
| Scotia Capital Inc. | 14,352 | $2.47M | 0.01% | −1,565−9.8% | Reduced |
| Citizens Financial Group Inc | 13,960 | $2.41M | 0.04% | +627+4.7% | Added |
| Howland Capital Management LLC | 13,941 | $2.40M | 0.10% | +67+0.5% | Added |
| Baldwin Investment Management, LLC | 13,775 | $2.37M | 0.29% | −125−0.9% | Reduced |
| Quadrant Capital Group LLC | 13,688 | $2.36M | 0.08% | −462−3.3% | Reduced |
| Sagespring Wealth Partners, LLC | 13,617 | $2.35M | 0.05% | −1,691−11.0% | Reduced |
| Global Retirement Partners, LLC | 13,560 | $2.34M | 0.06% | +13,560 | New |
| Cypress Advisory Group LLC | 13,550 | $2.34M | 1.81% | +2,765+25.6% | Added |
| MTM Investment Management, LLC | 13,517 | $2.33M | 0.78% | +193+1.4% | Added |
| Vise Technologies, Inc. | 13,454 | $2.32M | 0.10% | +13,454 | New |
| Fayez Sarofim & Co | 13,439 | $2.32M | 0.01% | +95+0.7% | Added |
| Hardy Reed LLC | 13,415 | $2.31M | 0.19% | +17+0.1% | Added |
| Signaturefd, LLC | 13,406 | $2.31M | 0.04% | +198+1.5% | Added |
| Boston Family Office LLC | 13,392 | $2.31M | 0.15% | +5,990+80.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,342 | $2.30M | 0.01% | −1,685−11.2% | Reduced |
| Cullen Investment Group, Ltd. | 13,305 | $2.29M | 0.32% | +164+1.2% | Added |
| Nemes Rush Group LLC | 13,273 | $2.29M | 0.25% | −24,833−65.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,271 | $2.29M | 0.42% | +648+5.1% | Added |
| Machina Capital S.A.S. | 13,221 | $2.28M | 0.47% | +13,221 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 13,197 | $2.28M | 0.75% | +564+4.5% | Added |
| Los Angeles Capital Management LLC | 13,163 | $2.27M | 0.01% | −197,059−93.7% | Reduced |
| Annex Advisory Services, LLC | 13,092 | $2.26M | 0.05% | +764+6.2% | Added |
| Independent Advisor Alliance | 13,061 | $2.25M | 0.06% | +261+2.0% | Added |
| Jefferies Financial Group Inc. | 13,039 | $2.25M | 0.04% | +9,287+247.5% | Added |
| Concurrent Investment Advisors, LLC | 12,961 | $2.23M | 0.04% | +191+1.5% | Added |
| Spirepoint Private Client, LLC | 12,930 | $2.23M | 0.25% | +12,930 | New |
| Davenport & Co LLC | 12,928 | $2.23M | 0.01% | −2,620−16.9% | Reduced |