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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 1,674 | $215.8K | 0.03% | −199−10.6% | Reduced |
| TRUE Private Wealth Advisors | 1,676 | $216.1K | 0.02% | −109−6.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,679 | $216.5K | 0.01% | +41+2.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,684 | $217.1K | 0.05% | −127−7.0% | Reduced |
| TrueWealth Advisors, LLC | 1,694 | $218.4K | 0.06% | +1,694 | New |
| Moss Adams Wealth Advisors LLC | 1,696 | $218.7K | 0.02% | −104−5.8% | Reduced |
| Cidel Asset Management Inc | 1,699 | $219.1K | 0.01% | −9,092−84.3% | Reduced |
| Security National Bank of Sioux City Iowa | 1,700 | $219.2K | 0.14% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,700 | $219.2K | 0.13% | +1,700 | New |
| Canandaigua National Bank & Trust Co | 1,702 | $219.4K | 0.02% | −93−5.2% | Reduced |
| First Heartland Consultants, Inc. | 1,706 | $220.0K | 0.02% | −8−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,707 | $220.1K | 0.01% | −6,330−78.8% | Reduced |
| Crewe Advisors LLC | 1,710 | $220.5K | 0.02% | −123−6.7% | Reduced |
| Norris Perne & French LLP | 1,718 | $221.5K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,719 | $221.6K | 0.07% | +76+4.6% | Added |
| Nicholas Hoffman & Company, LLC. | 1,723 | $222.1K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,734 | $223.6K | 0.10% | +12+0.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $224.2K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,779 | $224.4K | 0.09% | +1,779 | New |
| Sonoma Allocations LLC | 1,904 | $224.7K | 0.08% | +1,904 | New |
| Old Port Advisors | 1,747 | $225.2K | 0.06% | −28−1.6% | Reduced |
| Advyzon Investment Management, LLC | 1,750 | $225.6K | 0.04% | +1,750 | New |
| Essential Partners LLC | 1,755 | $226.3K | 0.07% | +1,734+8,257.1% | Added |
| Trust Co of Toledo NA | 1,764 | $227.4K | 0.02% | +26+1.5% | Added |
| Jacobsen Capital Management | 1,767 | $227.8K | 0.08% | +97+5.8% | Added |
| Fiduciary Group LLC | 1,770 | $228.2K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,780 | $229.5K | 0.03% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,800 | $232.1K | 0.04% | +1,800 | New |
| Cromwell Holdings LLC | 1,807 | $233.0K | 0.12% | 00.0% | Unchanged |
| Trust Point Inc. | 1,810 | $233.4K | 0.02% | +65+3.7% | Added |
| Drucker Wealth 3.0, LLC | 1,817 | $234.3K | 0.04% | −1,075−37.2% | Reduced |
| Oxford Financial Group Ltd | 1,820 | $234.7K | 0.01% | +146+8.7% | Added |
| Cypress Capital Group | 1,825 | $235.3K | 0.03% | −198−9.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,837 | $236.8K | 0.07% | −82−4.3% | Reduced |
| Mainsail Asset Management, LLC | 1,840 | $237.2K | 0.10% | +400+27.8% | Added |
| Heartland Bank & Trust Co | 1,847 | $238.1K | 0.10% | +16+0.9% | Added |
| ROI Financial Advisors, LLC | 1,871 | $241.2K | 0.14% | +175+10.3% | Added |
| Wealth Alliance | 1,897 | $244.6K | 0.03% | −135−6.6% | Reduced |
| Highlander Partners, L.P. | 1,900 | $245.0K | 0.09% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,905 | $245.6K | 0.03% | +77+4.2% | Added |
| Wealthcare Advisory Partners LLC | 1,909 | $246.1K | 0.01% | −63−3.2% | Reduced |
| Gryphon Financial Partners LLC | 1,915 | $246.9K | 0.03% | −15−0.8% | Reduced |
| Lazari Capital Management, Inc. | 1,916 | $247.0K | 0.08% | +1,916 | New |
| 3Chopt Investment Partners, LLC | 1,919 | $247.4K | 0.06% | −250−11.5% | Reduced |
| TCG Advisory Services, LLC | 1,920 | $247.5K | 0.01% | +549+40.0% | Added |
| Phillips Wealth Planners LLC | 1,998 | $249.8K | 0.21% | +62+3.2% | Added |
| Wealth Management Associates, Inc. | 1,938 | $249.9K | 0.09% | −10−0.5% | Reduced |
| Meridian Wealth Management, LLC | 1,945 | $250.8K | 0.01% | −2,783−58.9% | Reduced |
| Ingalls & Snyder LLC | 1,944 | $251.0K | 0.01% | +550+39.5% | Added |
| Clarius Group, LLC | 1,948 | $251.2K | 0.01% | −1,470−43.0% | Reduced |
| Seelaus Asset Management LLC | 1,951 | $251.5K | 0.20% | −170−8.0% | Reduced |
| Midwest Trust Co | 1,952 | $251.7K | 0.00% | −597−23.4% | Reduced |
| Keystone Financial Services | 1,974 | $254.5K | 0.08% | +46+2.4% | Added |
| Vantage Financial Partners, LLC | 1,990 | $256.6K | 0.05% | −95−4.6% | Reduced |
| Hickory Point Bank & Trust | 1,998 | $257.6K | 0.19% | +40+2.0% | Added |
| Castleark Management LLC | 2,000 | $257.9K | 0.01% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $257.9K | 0.52% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 2,000 | $257.9K | 0.12% | +2,000 | New |
| RMR Wealth Builders | 2,001 | $258.0K | 0.02% | +198+11.0% | Added |
| Pinebridge Investments, L.P. | 2,017 | $260.1K | 0.00% | −6,576−76.5% | Reduced |
| Waldron Private Wealth LLC | 2,022 | $260.7K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,022 | $260.7K | 0.01% | +45+2.3% | Added |
| King Wealth | 2,024 | $261.0K | 0.03% | +2,024 | New |
| Scientech Research LLC | 2,029 | $261.6K | 0.09% | −3,204−61.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,037 | $262.6K | 0.00% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,046 | $263.8K | 0.08% | −1,177−36.5% | Reduced |
| Palogic Value Management, L.P. | 2,048 | $264.0K | 0.11% | +9+0.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,050 | $264.3K | 0.08% | +65+3.3% | Added |
| Biltmore Family Office, LLC | 2,061 | $265.7K | 0.04% | +61+3.1% | Added |
| TLS Advisors LLC | 4,000 | $267.0K | 0.78% | +4,000 | New |
| IHT Wealth Management, LLC | 2,087 | $268.8K | 0.01% | −194−8.5% | Reduced |
| Aventura Private Wealth, LLC | 2,086 | $268.9K | 0.10% | −1,192−36.4% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $270.8K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,111 | $272.2K | 0.06% | −6,554−75.6% | Reduced |
| Fielder Capital Group LLC | 2,113 | $272.4K | 0.06% | +46+2.2% | Added |
| Rainier Family Wealth Inc | 2,138 | $275.7K | 0.25% | −586−21.5% | Reduced |
| Tranquilli Financial Advisor LLC | 2,150 | $277.2K | 0.16% | −184−7.9% | Reduced |
| Salem Investment Counselors Inc | 2,153 | $277.6K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,562 | $278.0K | 0.07% | +471+22.5% | Added |
| Citizens Business Bank | 2,156 | $278.0K | 0.05% | +2,156 | New |
| Breakwater Capital Group | 2,157 | $278.1K | 0.04% | −144−6.3% | Reduced |
| Arrow Financial Corp | 2,169 | $279.6K | 0.03% | −81−3.6% | Reduced |
| Belpointe Asset Management LLC | 2,177 | $280.7K | 0.01% | −265−10.9% | Reduced |
| Ci Investments Inc. | 2,186 | $282.0K | 0.00% | +100+4.8% | Added |
| Quent Capital, LLC | 2,199 | $283.5K | 0.02% | +116+5.6% | Added |
| CTC Alternative Strategies, Ltd. | 2,200 | $283.6K | 0.47% | +800+57.1% | Added |
| Old Mission Investment Co LLC | 2,200 | $283.6K | 0.07% | +2,200 | New |
| Chiron Capital Management, LLC | 2,201 | $283.8K | 0.24% | +2,201 | New |
| GTS Securities LLC | 2,219 | $286.1K | 0.01% | +612+38.1% | Added |
| NewEdge Wealth, LLC | 4,488 | $287.2K | 0.00% | +2,282+103.4% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $287.4K | 0.07% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,231 | $287.6K | 0.02% | +420+23.2% | Added |
| Fairfield, Bush & Co. | 2,238 | $288.5K | 0.15% | +2,238 | New |
| Western Wealth Management, LLC | 2,242 | $289.1K | 0.02% | −62−2.7% | Reduced |
| Peoples Bank | 2,250 | $290.1K | 0.18% | −281−11.1% | Reduced |
| Thomasville National Bank | 2,259 | $291.3K | 0.02% | +2,259 | New |
| Pure Financial Advisors, Inc. | 2,269 | $292.5K | 0.00% | +386+20.5% | Added |
| Jackson Thornton Asset Management, LLC | 2,316 | $293.0K | 0.03% | +2,316 | New |
| Regent Peak Wealth Advisors LLC | 2,280 | $294.0K | 0.06% | +2,280 | New |
| Daymark Wealth Partners, LLC | 2,286 | $294.7K | 0.01% | −388−14.5% | Reduced |