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, Q3 2025
Institutional positions in Fiserv Inc as of Sep 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
- 1,736
- −84 vs. Q2 2025
- Shares held
- 482.8M
- +357.0K (+0.1%) vs. Q2 2025
- Total value
- $62.2B
- −$20.9B (−25.2%) vs. Q2 2025
- New holders
- 170
- 653 more added
- Sold out
- 254
- 689 more reduced
28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 112 | $14.4K | 0.00% | +112 | New |
| Dogwood Wealth Management LLC | 113 | $14.6K | 0.01% | −6,945−98.4% | Reduced |
| Howard Hughes Medical Institute | 117 | $15.1K | 0.01% | −5−4.1% | Reduced |
| Raffa Wealth Management, LLC | 119 | $15.3K | 0.00% | +24+25.3% | Added |
| Asset Dedication, LLC | 124 | $16.0K | 0.00% | −33−21.0% | Reduced |
| Meeder Asset Management Inc | 127 | $16.4K | 0.00% | −247−66.0% | Reduced |
| Lummis Asset Management, LP | 128 | $16.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 130 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 135 | $17.4K | 0.01% | −15−10.0% | Reduced |
| MCF Advisors LLC | 136 | $17.5K | 0.00% | +21+18.3% | Added |
| Boyd Watterson Asset Management LLC | 149 | $19.2K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 149 | $19.2K | 0.00% | +149 | New |
| Compass Financial Services Inc | 150 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 152 | $19.6K | 0.00% | +100+192.3% | Added |
| Rational Advisors LLC | 155 | $20.0K | 0.00% | +11+7.6% | Added |
| Stephenson National Bank & Trust | 157 | $20.2K | 0.01% | +157 | New |
| Richardson Financial Services Inc. | 159 | $20.5K | 0.01% | +6+3.9% | Added |
| Pinnacle Bancorp, Inc. | 162 | $20.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 178 | $21.0K | 0.00% | +101+131.2% | Added |
| Caitong International Asset Management Co., Ltd | 163 | $21.0K | 0.01% | +128+365.7% | Added |
| Gables Capital Management Inc. | 171 | $22.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $22.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 177 | $22.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 181 | $23.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 182 | $23.5K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 185 | $23.9K | 0.00% | +25+15.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 185 | $23.9K | 0.04% | −13−6.6% | Reduced |
| Wiser Advisor Group LLC | 190 | $24.5K | 0.03% | +190 | New |
| Sittner & Nelson, LLC | 192 | $24.8K | 0.01% | −100−34.2% | Reduced |
| Private Wealth Management Group, LLC | 193 | $24.9K | 0.01% | −47−19.6% | Reduced |
| Cedar Mountain Advisors, LLC | 196 | $25.3K | 0.00% | +45+29.8% | Added |
| Solstein Capital, LLC | 198 | $25.5K | 0.01% | −50−20.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $25.8K | 0.02% | −34,282−99.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 211 | $27.2K | 0.01% | +81+62.3% | Added |
| Arcadia Investment Management Corp | 211 | $27.2K | 0.00% | −285−57.5% | Reduced |
| Armstrong Advisory Group, Inc | 212 | $27.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 214 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 223 | $28.1K | 0.00% | +223 | New |
| High Note Wealth, LLC | 220 | $28.4K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $28.4K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 228 | $29.4K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 230 | $29.6K | 0.01% | −196−46.0% | Reduced |
| True Wealth Design, LLC | 231 | $29.8K | 0.01% | +225+3,750.0% | Added |
| Redmont Wealth Advisors LLC | 231 | $29.8K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 232 | $29.9K | 0.02% | +27+13.2% | Added |
| McIlrath & Eck, LLC | 233 | $30.0K | 0.00% | −39−14.3% | Reduced |
| Medallion Wealth Advisors, LLC | 236 | $30.4K | 0.01% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 237 | $30.6K | 1.66% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 472 | $30.8K | 0.01% | +158+50.3% | Added |
| Midwest Capital Advisors, LLC | 244 | $31.5K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 244 | $31.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 249 | $32.1K | 0.01% | −5−2.0% | Reduced |
| Monetary Management Group Inc | 250 | $32.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 250 | $32.2K | 0.02% | −126−33.5% | Reduced |
| Bell Investment Advisors, Inc | 251 | $32.4K | 0.01% | −32−11.3% | Reduced |
| 1248 Management, LLC | 255 | $32.9K | 0.02% | −29−10.2% | Reduced |
| Concord Wealth Partners | 260 | $33.5K | 0.00% | −12−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $33.5K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 260 | $33.5K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 275 | $35.5K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 277 | $35.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 279 | $36.0K | 0.02% | +279 | New |
| West Oak Capital, LLC | 300 | $38.7K | 0.02% | −100−25.0% | Reduced |
| Hollencrest Capital Management | 309 | $39.8K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 327 | $42.2K | 0.02% | −62−15.9% | Reduced |
| IAG Wealth Partners, LLC | 331 | $42.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 333 | $43.0K | 0.00% | −33−9.0% | Reduced |
| Davis Capital Management | 335 | $43.2K | 0.03% | +335 | New |
| GW&K Investment Management, LLC | 341 | $44.0K | 0.00% | −28−7.6% | Reduced |
| Covestor Ltd | 338 | $44.0K | 0.02% | −3−0.9% | Reduced |
| JPL Wealth Management, LLC | 350 | $45.1K | 0.01% | +350 | New |
| Volterra Technologies LP | 352 | $45.4K | 0.03% | +352 | New |
| SJS Investment Consulting Inc. | 353 | $45.5K | 0.01% | +338+2,253.3% | Added |
| Piscataqua Savings Bank | 355 | $45.8K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 368 | $47.4K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 370 | $47.7K | 0.02% | +30+8.8% | Added |
| Financial Network Wealth Advisors LLC | 375 | $48.3K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 381 | $49.1K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $49.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $50.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $51.6K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 409 | $52.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 416 | $53.6K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 425 | $54.8K | 0.01% | +425 | New |
| Financial Management Professionals, Inc. | 444 | $57.2K | 0.01% | −74−14.3% | Reduced |
| Evelyn Partners Investment Management LLP | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $58.5K | 0.02% | −348−43.4% | Reduced |
| Avalon Trust Co | 454 | $58.5K | 0.00% | +454 | New |
| Princeton Global Asset Management LLC | 455 | $58.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 471 | $61.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 486 | $62.1K | 0.01% | +93+23.7% | Added |
| Atwood & Palmer Inc | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 529 | $68.2K | 0.01% | −228−30.1% | Reduced |
| North Capital, Inc. | 533 | $68.7K | 0.05% | +1+0.2% | Added |
| AllSquare Wealth Management LLC | 540 | $69.6K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 550 | $70.9K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 583 | $75.2K | 0.01% | −14−2.3% | Reduced |
| Versant Capital Management, Inc | 600 | $77.4K | 0.01% | −112−15.7% | Reduced |
| Wellington Shields & Co., LLC | 682 | $87.9K | 0.02% | 00.0% | Unchanged |