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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 2,294 | $295.8K | 0.01% | +2,294 | New |
| Mitchell Sinkler & Starr | 2,297 | $296.2K | 0.13% | +498+27.7% | Added |
| WoodTrust Financial Corp | 2,307 | $297.0K | 0.04% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,304 | $297.1K | 0.05% | −51−2.2% | Reduced |
| Center for Financial Planning, Inc. | 2,315 | $298.5K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,771 | $300.1K | 0.00% | +2,771 | New |
| Capital Performance Advisors LLP | 2,337 | $301.4K | 0.05% | +2,337 | New |
| Vista Investment Partners LLC | 2,340 | $301.7K | 0.08% | +2,340 | New |
| Oversea-Chinese Banking CORP Ltd | 2,355 | $303.6K | 0.01% | +2,355 | New |
| Malaga Cove Capital, LLC | 2,363 | $304.7K | 0.11% | +2,363 | New |
| Cary Street Partner Investment Advisory LLC | 2,370 | $305.6K | 0.13% | +56+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $306.3K | 0.15% | −9−0.4% | Reduced |
| Meadowbrook Wealth Management, LLC | 2,377 | $306.5K | 0.32% | +2,377 | New |
| Meyer Handelman Co | 2,400 | $309.4K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $309.4K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $310.7K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,427 | $312.9K | 0.01% | +1,288+113.1% | Added |
| Cadinha & Co LLC | 2,430 | $313.3K | 0.04% | −10−0.4% | Reduced |
| Sivia Capital Partners, LLC | 2,432 | $313.6K | 0.09% | +736+43.4% | Added |
| Pallas Capital Advisors LLC | 2,441 | $314.7K | 0.01% | +2,441 | New |
| First Bank & Trust | 2,443 | $315.0K | 0.05% | −100−3.9% | Reduced |
| Janney Capital Management LLC | 2,440 | $315.0K | 0.02% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,474 | $319.0K | 0.12% | +187+8.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,480 | $319.7K | 0.18% | −769−23.7% | Reduced |
| Arete Wealth Advisors, LLC | 2,489 | $321.0K | 0.02% | −2,704−52.1% | Reduced |
| Ridgewood Investments LLC | 2,799 | $321.4K | 0.14% | +2,776+12,069.6% | Added |
| Somerset Group LLC | 2,500 | $322.3K | 0.26% | −189−7.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,501 | $322.5K | 0.00% | −1,071−30.0% | Reduced |
| Santori & Peters | 2,514 | $324.1K | 0.12% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,520 | $324.9K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,532 | $326.5K | 0.06% | +164+6.9% | Added |
| Caerus Investment Advisors, LLC | 2,534 | $326.7K | 0.13% | +2,534 | New |
| Eisler Capital Management Ltd. | 2,511 | $326.9K | 0.01% | +2,371+1,693.6% | Added |
| L2 Asset Management, LLC | 2,537 | $327.1K | 0.05% | +63+2.5% | Added |
| West Family Investments, Inc. | 2,540 | $327.5K | 0.07% | −732−22.4% | Reduced |
| Northwest Bancshares, Inc. | 2,541 | $327.6K | 0.05% | −42−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,572 | $331.6K | 0.02% | +480+22.9% | Added |
| Tiemann Investment Advisors, LLC | 2,580 | $332.6K | 0.13% | −75−2.8% | Reduced |
| Schnieders Capital Management, LLC. | 2,590 | $333.9K | 0.06% | +2,590 | New |
| CVA Family Office, LLC | 2,604 | $335.7K | 0.04% | −36−1.4% | Reduced |
| Blalock Williams, LLC | 2,611 | $336.6K | 0.29% | +83+3.3% | Added |
| Schmidt P J Investment Management Inc | 2,615 | $337.2K | 0.06% | −248−8.7% | Reduced |
| Cornerstone Wealth Group, LLC | 2,621 | $337.9K | 0.02% | −14−0.5% | Reduced |
| Foster & Motley Inc | 2,625 | $338.0K | 0.02% | +55+2.1% | Added |
| Los Angeles Capital Management LLC | 2,626 | $338.6K | 0.00% | −10,537−80.1% | Reduced |
| Bigelow Investment Advisors, LLC | 2,627 | $338.7K | 0.14% | +457+21.1% | Added |
| Sage Mountain Advisors LLC | 2,636 | $339.9K | 0.02% | −13−0.5% | Reduced |
| Silver Oak Securities, Inc | 2,640 | $340.4K | 0.03% | −322−10.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,648 | $341.4K | 0.03% | −163−5.8% | Reduced |
| State of Wyoming | 2,648 | $341.4K | 0.04% | +456+20.8% | Added |
| a16z Perennial Management, L.P. | 2,650 | $341.7K | 0.03% | +2,650 | New |
| Teza Capital Management LLC | 2,661 | $343.1K | 1.85% | +89+3.5% | Added |
| Adviser Investments LLC | 2,682 | $345.8K | 0.00% | −49−1.8% | Reduced |
| Operose Advisors LLC | 2,706 | $348.9K | 0.09% | +1,789+195.1% | Added |
| Accredited Investors Inc. | 2,708 | $349.1K | 0.02% | −1,030−27.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,717 | $350.3K | 0.03% | −615−18.5% | Reduced |
| Versor Investments LP | 2,731 | $352.1K | 0.06% | +890+48.3% | Added |
| Angeles Wealth Management, LLC | 2,746 | $354.0K | 0.02% | −595−17.8% | Reduced |
| Ironsides Asset Advisors, LLC | 2,749 | $354.4K | 0.09% | +40+1.5% | Added |
| Rossby Financial, LCC | 2,816 | $355.1K | 0.12% | +214+8.2% | Added |
| Finward Bancorp | 2,758 | $355.6K | 0.27% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,083 | $359.7K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,833 | $361.4K | 0.01% | +81+2.9% | Added |
| Beacon Financial Advisory LLC | 2,809 | $362.2K | 0.08% | +56+2.0% | Added |
| First Manhattan Co | 2,810 | $362.3K | 0.00% | −350−11.1% | Reduced |
| Maia Wealth LLC | 5,682 | $362.5K | 0.06% | −1,193−17.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,814 | $362.8K | 0.01% | −353−11.1% | Reduced |
| Fisher Asset Management, LLC | 2,835 | $365.6K | 0.00% | +749+35.9% | Added |
| Tributary Capital Management, LLC | 2,840 | $366.2K | 0.03% | −40−1.4% | Reduced |
| RIA Advisory Group LLC | 2,841 | $366.3K | 0.09% | −1,637−36.6% | Reduced |
| Larson Financial Group LLC | 2,854 | $368.0K | 0.01% | +1,089+61.7% | Added |
| Flagship Wealth Advisors, LLC | 2,855 | $368.1K | 0.12% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 2,867 | $369.6K | 0.01% | −5,714−66.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,893 | $373.0K | 0.01% | −130−4.3% | Reduced |
| CRA Financial Services, LLC | 2,894 | $373.1K | 0.05% | +37+1.3% | Added |
| Bank of Stockton | 2,905 | $374.5K | 0.11% | −40−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,905 | $374.5K | 0.04% | −3−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,905 | $374.5K | 0.03% | +2,905 | New |
| Naples Global Advisors, LLC | 2,929 | $377.6K | 0.03% | −288−9.0% | Reduced |
| Trueblood Wealth Management, LLC | 2,930 | $377.8K | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,958 | $381.4K | 0.02% | −1,466−33.1% | Reduced |
| Alta Advisers Ltd | 2,973 | $383.3K | 0.12% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,989 | $385.4K | 0.08% | −330−9.9% | Reduced |
| PFG Investments, LLC | 2,990 | $385.5K | 0.02% | −45−1.5% | Reduced |
| PDS Planning, Inc | 2,998 | $386.5K | 0.03% | −255−7.8% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $386.8K | 0.12% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,006 | $387.5K | 0.01% | +1,288+75.0% | Added |
| Epiq Partners, LLC | 3,008 | $387.8K | 0.18% | −15−0.5% | Reduced |
| Sowell Financial Services LLC | 3,054 | $393.8K | 0.02% | −486−13.7% | Reduced |
| Riverbridge Partners LLC | 3,080 | $397.1K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,097 | $399.3K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,106 | $400.5K | 0.02% | −1,054−25.3% | Reduced |
| Cascade Investment Group, Inc. | 3,106 | $400.5K | 0.27% | −348−10.1% | Reduced |
| Chickasaw Capital Management LLC | 3,114 | $401.0K | 0.02% | +1,700+120.2% | Added |
| Invesco, LLC | 3,120 | $402.3K | 0.14% | +186+6.3% | Added |
| Sunpointe, LLC | 3,143 | $405.2K | 0.15% | +363+13.1% | Added |
| Intrua Financial, LLC | 3,151 | $406.3K | 0.05% | +1,775+129.0% | Added |
| AE Wealth Management LLC | 3,152 | $406.4K | 0.00% | −1,006−24.2% | Reduced |
| Catalyst Financial Partners LLC | 3,165 | $408.1K | 0.05% | −120−3.7% | Reduced |
| BTC Capital Management, Inc. | 3,167 | $408.3K | 0.03% | −35,866−91.9% | Reduced |