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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 3,170 | $408.7K | 0.12% | −2,672−45.7% | Reduced |
| AlphaCore Capital LLC | 3,185 | $410.6K | 0.01% | +476+17.6% | Added |
| Pointe Capital Management LLC | 3,187 | $410.9K | 0.20% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,190 | $411.3K | 0.02% | −256−7.4% | Reduced |
| Trust Co of Virginia | 3,195 | $411.9K | 0.03% | −194−5.7% | Reduced |
| Advisory Alpha, LLC | 3,276 | $412.0K | 0.01% | +784+31.5% | Added |
| Paragon Capital Management Ltd | 3,200 | $412.6K | 0.08% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 3,200 | $412.6K | 0.09% | +3,200 | New |
| Savvy Advisors, Inc. | 3,211 | $414.0K | 0.02% | −887−21.6% | Reduced |
| Cornerstone Select Advisors, LLC | 3,214 | $414.4K | 0.30% | +295+10.1% | Added |
| Davis R M Inc | 3,216 | $414.6K | 0.01% | −178−5.2% | Reduced |
| Atlantic Trust, LLC | 3,220 | $415.2K | 0.07% | +71+2.3% | Added |
| Ronald Blue Trust, Inc. | 3,225 | $415.8K | 0.00% | −486−13.1% | Reduced |
| Matisse Capital | 3,248 | $418.8K | 0.19% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,249 | $418.8K | 0.04% | −488−13.1% | Reduced |
| Holderness Investments Co | 3,251 | $419.2K | 0.09% | −70−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 3,257 | $419.9K | 0.05% | +3,257 | New |
| LVZ Advisors, Inc. | 3,280 | $422.9K | 0.05% | 00.0% | Unchanged |
| Miramar Capital, LLC | 3,300 | $425.5K | 0.09% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,309 | $426.6K | 0.05% | −212−6.0% | Reduced |
| Michels Family Financial, LLC | 3,322 | $428.3K | 0.33% | +106+3.3% | Added |
| Personal Cfo Solutions, LLC | 3,324 | $428.6K | 0.08% | +2,107+173.1% | Added |
| Essex Financial Services, Inc. | 3,341 | $430.8K | 0.03% | +382+12.9% | Added |
| Optimize Financial Inc | 3,343 | $431.0K | 0.22% | +1,680+101.0% | Added |
| Checchi Capital Advisers, LLC | 3,404 | $438.9K | 0.03% | −642−15.9% | Reduced |
| Archer Investment Corp | 3,412 | $439.9K | 0.10% | +1,400+69.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,411 | $440.0K | 0.00% | −849−19.9% | Reduced |
| FourThought Financial Partners, LLC | 3,415 | $440.3K | 0.04% | +3,415 | New |
| May Hill Capital, LLC | 3,438 | $443.3K | 0.13% | +10.0% | Added |
| Retirement Planning Co of New England, Inc. | 3,440 | $443.5K | 0.18% | +30+0.9% | Added |
| MMBG Investment Advisors Co. | 3,450 | $444.8K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,458 | $445.8K | 0.01% | +208+6.4% | Added |
| Heritage Wealth Advisors | 3,459 | $446.0K | 0.02% | −49−1.4% | Reduced |
| Guardian Capital LP | 3,486 | $449.4K | 0.01% | −247−6.6% | Reduced |
| Clear Creek Financial Management, LLC | 3,513 | $452.9K | 0.04% | −1,514−30.1% | Reduced |
| Perpetual Ltd | 3,517 | $453.4K | 0.01% | +3,517 | New |
| Secure Asset Management, LLC | 3,597 | $453.5K | 0.07% | +899+33.3% | Added |
| Citadel Investment Advisory, Inc. | 3,550 | $458.0K | 0.21% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,555 | $458.4K | 0.03% | −1,289−26.6% | Reduced |
| Twin City Private Wealth, LLC | 3,562 | $459.2K | 0.36% | +170+5.0% | Added |
| Aspire Private Capital, LLC | 3,574 | $460.8K | 0.10% | −632−15.0% | Reduced |
| Exencial Wealth Advisors, LLC | 3,603 | $464.6K | 0.02% | +527+17.1% | Added |
| MONECO Advisors, LLC | 3,615 | $466.1K | 0.04% | −424−10.5% | Reduced |
| Calamos Wealth Management LLC | 3,622 | $467.0K | 0.02% | +1,530+73.1% | Added |
| Fidelis Capital Partners, LLC | 3,625 | $467.4K | 0.04% | −84−2.3% | Reduced |
| Shelton Capital Management | 3,644 | $469.8K | 0.01% | −103−2.7% | Reduced |
| KMG Fiduciary Partners, LLC | 3,653 | $471.0K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,656 | $471.4K | 0.21% | −347−8.7% | Reduced |
| Conning Inc. | 3,668 | $472.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,678 | $474.2K | 0.03% | +2,192+147.5% | Added |
| Chicago Partners Investment Group LLC | 3,769 | $475.5K | 0.01% | +1,764+88.0% | Added |
| Evoke Wealth, LLC | 3,690 | $475.8K | 0.01% | −6,544−63.9% | Reduced |
| Hutchinson Financial Advisors, INC | 3,690 | $475.8K | 0.47% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,692 | $476.0K | 0.08% | −42−1.1% | Reduced |
| Boit C F David | 3,750 | $483.5K | 0.22% | +500+15.4% | Added |
| Outlook Wealth Advisors, LLC | 3,762 | $485.0K | 0.12% | −100−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,766 | $485.5K | 0.02% | +29+0.8% | Added |
| Alpha Family Trust | 3,805 | $490.6K | 0.23% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,815 | $491.9K | 0.09% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,816 | $492.0K | 0.12% | +39+1.0% | Added |
| Rehmann Capital Advisory Group | 3,892 | $494.8K | 0.03% | −473−10.8% | Reduced |
| Hilltop Holdings Inc. | 3,845 | $495.7K | 0.03% | −388−9.2% | Reduced |
| Madrona Financial Services, LLC | 3,860 | $497.7K | 0.11% | −33−0.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,888 | $501.0K | 0.06% | +3,888 | New |
| Quadcap Wealth Management, LLC | 3,893 | $501.9K | 0.06% | −7−0.2% | Reduced |
| Everhart Financial Group, Inc. | 3,897 | $502.4K | 0.05% | −1,060−21.4% | Reduced |
| Perigon Wealth Management, LLC | 3,934 | $507.2K | 0.01% | +1,347+52.1% | Added |
| Great Lakes Advisors, LLC | 3,961 | $510.7K | 0.00% | −1,491−27.3% | Reduced |
| Venture Visionary Partners LLC | 3,973 | $512.2K | 0.02% | +25+0.6% | Added |
| KFG Wealth Management, LLC | 3,976 | $512.6K | 0.07% | +235+6.3% | Added |
| RBF Capital, LLC | 4,000 | $515.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,030 | $519.6K | 0.16% | −25−0.6% | Reduced |
| Leavell Investment Management, Inc. | 4,032 | $519.8K | 0.02% | +928+29.9% | Added |
| Parkside Financial Bank & Trust | 4,033 | $520.0K | 0.04% | −167−4.0% | Reduced |
| Resonant Capital Advisors, LLC | 4,055 | $522.8K | 0.03% | +901+28.6% | Added |
| 17 Capital Partners, LLC | 4,059 | $523.3K | 0.28% | −3,114−43.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,067 | $524.4K | 0.04% | −3,862−48.7% | Reduced |
| Net Worth Advisory Group | 4,068 | $524.4K | 0.15% | −131−3.1% | Reduced |
| Wallace Advisory Group, LLC | 3,066 | $528.6K | 0.42% | +594+24.0% | Added |
| Perkins Coie Trust Co | 4,100 | $528.6K | 0.10% | −1,890−31.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,100 | $528.6K | 0.28% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 4,149 | $534.9K | 0.15% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,156 | $535.8K | 0.10% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4,170 | $537.6K | 0.08% | +21+0.5% | Added |
| Beacon Pointe Advisors, LLC | 4,191 | $540.4K | 0.00% | −628−13.0% | Reduced |
| Vista Investment Management | 4,209 | $542.7K | 0.19% | +1,469+53.6% | Added |
| Crux Wealth Advisors | 4,219 | $544.0K | 0.22% | −7−0.2% | Reduced |
| von Borstel & Associates, Inc. | 8,570 | $546.0K | 0.08% | +8,570 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,237 | $546.3K | 0.11% | +2,090+97.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,242 | $546.9K | 0.07% | −3,374−44.3% | Reduced |
| LMR Partners LLP | 4,265 | $549.9K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,279 | $551.7K | 0.02% | +1,711+66.6% | Added |
| Clear Harbor Asset Management, LLC | 4,280 | $551.8K | 0.04% | −70−1.6% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $551.8K | 0.10% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,286 | $552.6K | 0.01% | +4,286 | New |
| Ellis Investment Partners, LLC | 4,288 | $552.9K | 0.10% | −219−4.9% | Reduced |
| Optimum Investment Advisors | 4,290 | $553.1K | 0.22% | −350−7.5% | Reduced |
| Stonebridge Capital Advisors LLC | 4,318 | $556.7K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,327 | $557.9K | 0.06% | +2,506+137.6% | Added |
| Cornercap Investment Counsel Inc | 4,331 | $558.4K | 0.28% | −70−1.6% | Reduced |