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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 685 | $88.3K | 0.02% | −25−3.5% | Reduced |
| Salomon & Ludwin, LLC | 694 | $88.5K | 0.01% | +645+1,316.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $89.0K | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 696 | $89.7K | 0.00% | −780,636−99.9% | Reduced |
| Chung Wu Investment Group, LLC | 700 | $90.3K | 0.08% | −2,560−78.5% | Reduced |
| First PREMIER Bank | 704 | $91.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 718 | $92.5K | 0.01% | +575+402.1% | Added |
| Grove Bank & Trust | 734 | $94.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 740 | $95.4K | 0.00% | +375+102.7% | Added |
| Plante Moran Financial Advisors, LLC | 750 | $96.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 771 | $99.4K | 0.04% | +4+0.5% | Added |
| Richardson Capital Management LLC | 782 | $100.8K | 0.05% | +782 | New |
| Roble, Belko & Company, Inc | 800 | $103.0K | 0.01% | −800−50.0% | Reduced |
| Cohen & Steers, Inc. | 800 | $103.0K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 800 | $103.1K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 803 | $103.5K | 0.03% | +803 | New |
| Crowley Wealth Management, Inc. | 836 | $107.8K | 0.09% | 00.0% | Unchanged |
| American National Bank | 841 | $108.4K | 0.01% | −85,372−99.0% | Reduced |
| Evermay Wealth Management LLC | 844 | $108.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 846 | $109.1K | 0.02% | −617−42.2% | Reduced |
| GHP Investment Advisors, Inc. | 854 | $110.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 859 | $110.8K | 0.01% | +565+192.2% | Added |
| Icon Wealth Advisors, LLC | 864 | $111.4K | 0.01% | −88−9.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $112.4K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 877 | $113.1K | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 900 | $116.0K | 0.00% | −454,911−99.8% | Reduced |
| Clear Street Markets LLC | 936 | $120.7K | 0.04% | +563+150.9% | Added |
| Vestor Capital, LLC | 939 | $121.0K | 0.01% | −19,055−95.3% | Reduced |
| Heartwood Wealth Advisors LLC | 950 | $122.5K | 0.01% | +950 | New |
| UMA Financial Services, Inc. | 978 | $126.1K | 0.02% | −214−18.0% | Reduced |
| Oakworth Capital, Inc. | 985 | $127.0K | 0.01% | −33−3.2% | Reduced |
| WFA Asset Management Corp | 712 | $127.9K | 0.07% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,003 | $129.0K | 0.02% | +144+16.8% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 1,012 | $130.5K | 0.00% | +1,012 | New |
| LRI Investments, LLC | 20,495 | $131.4K | 0.01% | +223+1.1% | Added |
| Raleigh Capital Management Inc. | 1,040 | $134.1K | 0.05% | −302−22.5% | Reduced |
| Caitlin John, LLC | 1,053 | $135.8K | 0.09% | +1,053 | New |
| Catalyst Capital Advisors LLC | 1,069 | $137.8K | 0.00% | −19−1.7% | Reduced |
| CoreCap Advisors, LLC | 1,110 | $143.1K | 0.01% | −221−16.6% | Reduced |
| JNBA Financial Advisors | 1,114 | $143.6K | 0.01% | −24−2.1% | Reduced |
| Private Trust Co NA | 1,163 | $149.9K | 0.01% | −1,445−55.4% | Reduced |
| Mather Group, LLC. | 1,183 | $152.6K | 0.00% | −540−31.3% | Reduced |
| Wellington Shields Capital Management, LLC | 1,200 | $154.7K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $154.7K | 0.02% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,250 | $161.2K | 0.07% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,256 | $161.9K | 0.05% | −6−0.5% | Reduced |
| Truvestments Capital LLC | 1,314 | $169.4K | 0.03% | −938−41.7% | Reduced |
| Trust Co | 1,317 | $169.8K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,325 | $170.8K | 0.10% | −54−3.9% | Reduced |
| Sentry Investment Management LLC | 1,353 | $171.0K | 0.11% | −404−23.0% | Reduced |
| City State Bank | 1,345 | $173.4K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,348 | $173.8K | 0.00% | −10,401−88.5% | Reduced |
| First Pacific Financial | 1,363 | $175.7K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,380 | $177.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,412 | $182.1K | 0.02% | −109−7.2% | Reduced |
| S-Bank Fund Management Ltd | 1,425 | $183.7K | 0.02% | −18−1.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,434 | $184.9K | 0.02% | −55−3.7% | Reduced |
| Root Financial Partners, LLC | 1,439 | $185.5K | 0.01% | +1,439 | New |
| Osterweis Capital Management Inc | 1,496 | $192.9K | 0.01% | −340−18.5% | Reduced |
| Old Second National Bank of Aurora | 1,513 | $195.1K | 0.04% | −118−7.2% | Reduced |
| N.E.W. Advisory Services LLC | 1,528 | $197.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,540 | $198.6K | 0.09% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,554 | $200.4K | 0.06% | −883−36.2% | Reduced |
| M3 Advisory Group, LLC | 1,559 | $201.0K | 0.13% | −568−26.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,562 | $201.4K | 0.00% | −170−9.8% | Reduced |
| Legacy Financial Group LLC | 1,562 | $201.4K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,563 | $201.5K | 0.04% | −725−31.7% | Reduced |
| De Burlo Group Inc | 1,563 | $201.5K | 0.02% | 00.0% | Unchanged |
| Marotta Asset Management | 1,600 | $201.7K | 0.04% | −1,600−50.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,565 | $201.8K | 0.03% | −411−20.8% | Reduced |
| Patton Fund Management, Inc. | 1,566 | $201.9K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,570 | $202.0K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,567 | $202.0K | 0.13% | +55+3.6% | Added |
| West Bancorporation Inc | 1,574 | $202.9K | 0.11% | +1,574 | New |
| Boston Private Wealth LLC | 1,575 | $203.1K | 0.01% | −212−11.9% | Reduced |
| Greatmark Investment Partners, Inc. | 1,575 | $203.1K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,583 | $204.1K | 0.05% | +1,344+562.3% | Added |
| XY Capital Ltd | 1,584 | $204.2K | 0.17% | +1,584 | New |
| Bridgewater Advisors Inc. | 3,314 | $204.2K | 0.01% | −953−22.3% | Reduced |
| LCNB Corp | 1,585 | $204.4K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,592 | $205.2K | 0.09% | +1,592 | New |
| Nixon Peabody Trust Co | 1,597 | $205.9K | 0.02% | +72+4.7% | Added |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $206.3K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,603 | $206.7K | 0.00% | +1,603 | New |
| Vision Capital Management, Inc. | 1,604 | $206.8K | 0.03% | +2+0.1% | Added |
| Quantum Financial Planning Services, Inc. | 1,604 | $206.8K | 0.08% | −161−9.1% | Reduced |
| Long Road Investment Counsel, LLC | 1,604 | $206.8K | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,604 | $206.8K | 0.02% | +1,604 | New |
| Peak Retirement Planning, Inc. | 1,609 | $207.4K | 0.06% | +4+0.2% | Added |
| Two Sigma Securities, LLC | 1,615 | $208.2K | 0.03% | +1,615 | New |
| Claro Advisors LLC | 1,623 | $209.3K | 0.03% | +116+7.7% | Added |
| 25 LLC | 1,630 | $210.2K | 0.07% | −12−0.7% | Reduced |
| Norden Group LLC | 1,643 | $211.8K | 0.02% | +416+33.9% | Added |
| Goldstone Financial Group, LLC | 1,650 | $212.7K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,659 | $213.9K | 0.08% | −135−7.5% | Reduced |
| Iams Wealth Management, LLC | 1,665 | $214.7K | 0.09% | +1,665 | New |
| Alexander Labrunerie & Co., Inc. | 1,668 | $215.1K | 0.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,668 | $215.1K | 0.00% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,670 | $215.3K | 0.02% | −44−2.6% | Reduced |