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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 12,922 | $2.23M | 0.06% | +780+6.4% | Added |
| Arkadios Wealth Advisors | 12,859 | $2.22M | 0.07% | +10,346+411.7% | Added |
| Farther Finance Advisors, LLC | 12,665 | $2.18M | 0.04% | +3,685+41.0% | Added |
| Summit Global Investments | 12,652 | $2.18M | 0.13% | +11,335+860.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,863 | $2.18M | 0.85% | +9,863 | New |
| Dakota Wealth Management | 12,566 | $2.17M | 0.05% | +999+8.6% | Added |
| Palisade Asset Management, LLC | 12,353 | $2.13M | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,328 | $2.13M | 0.04% | +5,464+79.6% | Added |
| Newman Dignan & Sheerar, Inc. | 12,304 | $2.12M | 0.49% | −199−1.6% | Reduced |
| We Are One Seven, LLC | 12,302 | $2.12M | 0.07% | −511−4.0% | Reduced |
| MUFG Securities Americas Inc. | 12,287 | $2.12M | 0.18% | +2,217+22.0% | Added |
| Private Capital Advisors, Inc. | 12,250 | $2.11M | 0.26% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,138 | $2.09M | 0.25% | +315+2.7% | Added |
| Covey Capital Advisors, LLC | 12,123 | $2.09M | 2.25% | +50+0.4% | Added |
| NBC Securities, Inc. | 12,072 | $2.08M | 0.17% | +473+4.1% | Added |
| Buttonwood Financial Advisors Inc. | 12,022 | $2.07M | 0.83% | −63−0.5% | Reduced |
| Twin Capital Management Inc | 12,015 | $2.07M | 0.22% | +309+2.6% | Added |
| Harbour Investments, Inc. | 12,013 | $2.07M | 0.05% | +310+2.6% | Added |
| Jacobi Capital Management LLC | 12,003 | $2.07M | 0.14% | +626+5.5% | Added |
| Barbara Oil Co. | 12,000 | $2.07M | 0.81% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 11,904 | $2.05M | 0.22% | +11,904 | New |
| Condor Capital Management | 11,886 | $2.05M | 0.18% | −4,614−28.0% | Reduced |
| Kovack Advisors, Inc. | 11,867 | $2.05M | 0.20% | −219−1.8% | Reduced |
| Cinctive Capital Management LP | 11,840 | $2.04M | 0.11% | +11,840 | New |
| Invera Wealth Advisors, LLC | 11,783 | $2.03M | 1.32% | +25+0.2% | Added |
| TD Private Client Wealth LLC | 11,749 | $2.03M | 0.05% | −8,418−41.7% | Reduced |
| Capstone Investment Advisors, LLC | 11,604 | $2.00M | 0.02% | +6,990+151.5% | Added |
| Abundance Wealth Counselors | 11,630 | $2.00M | 0.37% | +337+3.0% | Added |
| C WorldWide Group Holding A/S | 11,494 | $1.98M | 0.03% | −1,729,006−99.3% | Reduced |
| V-Square Quantitative Management LLC | 11,439 | $1.97M | 0.26% | −924−7.5% | Reduced |
| Arvest Investments, Inc. | 11,318 | $1.95M | 0.29% | +6+0.1% | Added |
| Signature Wealth Management Group | 11,250 | $1.94M | 0.77% | +228+2.1% | Added |
| Westover Capital Advisors, LLC | 11,247 | $1.94M | 0.39% | −436−3.7% | Reduced |
| HighPoint Advisor Group LLC | 11,237 | $1.94M | 0.10% | −271−2.4% | Reduced |
| Greenleaf Trust | 11,153 | $1.92M | 0.02% | −3,557−24.2% | Reduced |
| SummitTX Capital, L.P. | 11,153 | $1.92M | 0.09% | +6,161+123.4% | Added |
| Meiji Yasuda Life Insurance Co | 11,133 | $1.92M | 0.06% | +5,049+83.0% | Added |
| Archford Capital Strategies, LLC | 11,130 | $1.92M | 0.25% | +1,377+14.1% | Added |
| Tiaa Trust, National Association | 11,092 | $1.91M | 0.00% | −1,312−10.6% | Reduced |
| Knollwood Investment Advisory, LLC | 11,056 | $1.91M | 0.18% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 11,046 | $1.90M | 0.62% | −490−4.2% | Reduced |
| ICW Investment Advisors LLC | 10,954 | $1.89M | 0.75% | +306+2.9% | Added |
| Fox Run Management, L.L.C. | 10,942 | $1.89M | 0.31% | +10,942 | New |
| LGT Group Foundation | 10,937 | $1.89M | 0.02% | +5,101+87.4% | Added |
| PMC FIG Opportunities LLC | 10,896 | $1.88M | 2.79% | +10,896 | New |
| IFP Advisors, Inc | 10,824 | $1.87M | 0.05% | +2,704+33.3% | Added |
| Ballentine Partners, LLC | 10,825 | $1.87M | 0.03% | +2,306+27.1% | Added |
| Westpac Banking Corp | 10,817 | $1.86M | 0.12% | −1,643−13.2% | Reduced |
| Banco Santander, S.A. | 10,809 | $1.86M | 0.02% | −46−0.4% | Reduced |
| Skopos Labs, Inc. | 10,799 | $1.86M | 0.24% | +2,477+29.8% | Added |
| Cidel Asset Management Inc | 10,791 | $1.86M | 0.11% | +9,399+675.2% | Added |
| XTX Topco Ltd | 10,708 | $1.85M | 0.08% | −16,863−61.2% | Reduced |
| Brighton Jones LLC | 10,667 | $1.84M | 0.05% | −339−3.1% | Reduced |
| Boston Partners | 10,666 | $1.84M | 0.00% | −1,825−14.6% | Reduced |
| AdvisorNet Financial, Inc | 10,621 | $1.83M | 0.12% | −95−0.9% | Reduced |
| Prospera Financial Services Inc | 10,616 | $1.83M | 0.03% | +2,404+29.3% | Added |
| Interval Partners, LP | 10,565 | $1.82M | 0.04% | +10,565 | New |
| Duncker Streett & Co Inc | 10,488 | $1.81M | 0.33% | −20.0% | Reduced |
| Main Street Financial Solutions, LLC | 10,447 | $1.80M | 0.13% | −476−4.4% | Reduced |
| Johnson Financial Group, Inc. | 10,370 | $1.79M | 0.08% | −1,259−10.8% | Reduced |
| Caliber Wealth Management, LLC | 10,363 | $1.79M | 0.19% | +750+7.8% | Added |
| Burney Co | 10,345 | $1.78M | 0.06% | −4,017−28.0% | Reduced |
| First Horizon Advisors, Inc. | 10,330 | $1.78M | 0.05% | −471−4.4% | Reduced |
| Ardsley Advisory Partners LP | 10,300 | $1.78M | 0.29% | +10,300 | New |
| Banque Cantonale Vaudoise | 10,248 | $1.77M | 0.07% | −7,581−42.5% | Reduced |
| Evoke Wealth, LLC | 10,234 | $1.76M | 0.04% | +504+5.2% | Added |
| Embree Financial Group | 10,135 | $1.75M | 0.26% | +40.0% | Added |
| Unique Wealth Strategies, LLC | 9,959 | $1.72M | 0.72% | +253+2.6% | Added |
| CenterBook Partners LP | 9,931 | $1.71M | 0.10% | +1,219+14.0% | Added |
| Catalyst Funds Management Pty Ltd | 9,900 | $1.71M | 0.47% | +9,900 | New |
| Smithfield Trust Co | 9,773 | $1.69M | 0.08% | +86+0.9% | Added |
| VestGen Advisors, LLC | 9,753 | $1.68M | 0.07% | −1,169−10.7% | Reduced |
| Central Trust Co | 9,749 | $1.68M | 0.04% | −3,346−25.6% | Reduced |
| Matrix Asset Advisors Inc | 9,711 | $1.67M | 0.17% | +9,711 | New |
| Ameritas Advisory Services, LLC | 9,685 | $1.67M | 0.09% | −4,899−33.6% | Reduced |
| Anb Bank | 9,685 | $1.67M | 0.75% | −1,350−12.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,655 | $1.66M | 0.08% | −2,551−20.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,650 | $1.66M | 0.37% | −175−1.8% | Reduced |
| Cresset Asset Management, LLC | 9,622 | $1.66M | 0.01% | −3,378−26.0% | Reduced |
| Miracle Mile Advisors, LLC | 9,602 | $1.66M | 0.03% | +264+2.8% | Added |
| Qtron Investments LLC | 9,575 | $1.65M | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,569 | $1.65M | 0.05% | +748+8.5% | Added |
| Umb Bank N A | 9,523 | $1.64M | 0.03% | +239+2.6% | Added |
| Lederer & Associates Investment Counsel | 9,512 | $1.64M | 1.08% | +1,743+22.4% | Added |
| Brookstone Capital Management | 9,507 | $1.64M | 0.02% | +520+5.8% | Added |
| Oppenheimer & Co Inc | 9,498 | $1.64M | 0.02% | +5,179+119.9% | Added |
| Horizon Investments, LLC | 9,480 | $1.63M | 0.03% | +1,270+15.5% | Added |
| Johnson Investment Counsel Inc | 9,467 | $1.63M | 0.01% | −429−4.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.62M | 0.45% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 9,316 | $1.61M | 0.36% | +4,563+96.0% | Added |
| Chilton Investment Co LLC | 9,306 | $1.60M | 0.04% | −1,872−16.7% | Reduced |
| Brown Brothers Harriman & Co | 9,290 | $1.60M | 0.01% | +1,002+12.1% | Added |
| AustralianSuper Pty Ltd | 9,252 | $1.60M | 0.01% | −41,272−81.7% | Reduced |
| Prana Capital Management, LP | 9,157 | $1.58M | 0.06% | +9,157 | New |
| Moody National Bank Trust Division | 9,096 | $1.57M | 0.14% | +834+10.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,076 | $1.56M | 0.03% | −1,000−9.9% | Reduced |
| SCS Capital Management LLC | 9,031 | $1.56M | 0.02% | +4,691+108.1% | Added |
| DRW Securities, LLC | 8,958 | $1.55M | 0.11% | +8,958 | New |
| Freestone Capital Holdings, LLC | 8,927 | $1.54M | 0.05% | +287+3.3% | Added |
| Callahan Advisors, LLC | 8,910 | $1.54M | 0.14% | 00.0% | Unchanged |