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 |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 4,338 | $559.3K | 0.28% | +380+9.6% | Added |
| Demars Financial Group, LLC | 4,350 | $560.9K | 0.19% | +4,350 | New |
| Abacus Wealth Partners, LLC | 4,354 | $561.4K | 0.08% | −252−5.5% | Reduced |
| Alpha Cubed Investments, LLC | 4,359 | $562.0K | 0.02% | −123,251−96.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,374 | $563.9K | 0.04% | +1,351+44.7% | Added |
| Centaurus Financial, Inc. | 4,377 | $564.0K | 0.03% | +1,270+40.9% | Added |
| Nwam LLC | 4,511 | $566.2K | 0.03% | +53+1.2% | Added |
| Ipsen Advisor Group LLC | 4,402 | $567.5K | 0.41% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,406 | $568.1K | 0.02% | +245+5.9% | Added |
| Flagship Harbor Advisors, LLC | 4,418 | $569.6K | 0.02% | +1,518+52.3% | Added |
| Caldwell Trust Co | 4,445 | $573.1K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,446 | $573.3K | 0.01% | −906−16.9% | Reduced |
| Okabena Investment Services Inc | 4,451 | $573.9K | 0.11% | +3+0.1% | Added |
| Employees Retirement System of Texas | 4,451 | $574.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,478 | $577.3K | 0.08% | −139−3.0% | Reduced |
| Forbes J M & Co LLP | 4,483 | $578.0K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,498 | $579.9K | 0.57% | −1,118−19.9% | Reduced |
| IFC Advisors LLC | 4,536 | $584.8K | 0.11% | −79−1.7% | Reduced |
| Simmons Bank | 4,536 | $584.8K | 0.04% | −293−6.1% | Reduced |
| Tred Avon Family Wealth, LLC | 4,542 | $585.6K | 0.20% | +4,542 | New |
| Stratos Wealth Partners, LTD. | 4,544 | $585.9K | 0.01% | −11,249−71.2% | Reduced |
| Edgestream Partners, L.P. | 4,562 | $588.2K | 0.02% | −34,523−88.3% | Reduced |
| Howard Capital Management Inc. | 4,564 | $588.4K | 0.01% | +316+7.4% | Added |
| Burling Wealth Partners, LLC | 4,569 | $589.1K | 0.10% | −1,335−22.6% | Reduced |
| Journey Advisory Group, LLC | 4,576 | $590.0K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,592 | $592.0K | 0.04% | +1,857+67.9% | Added |
| Mesirow Financial Investment Management, Inc. | 4,597 | $592.7K | 0.01% | −262−5.4% | Reduced |
| Townsend Asset Management Corp | 4,623 | $596.0K | 0.21% | −381−7.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,634 | $597.5K | 0.17% | 00.0% | Unchanged |
| Promethium Advisors,llc | 4,650 | $599.5K | 0.34% | −800−14.7% | Reduced |
| One Wealth Advisors, LLC | 4,709 | $607.1K | 0.08% | −20−0.4% | Reduced |
| Sandy Cove Advisors, LLC | 4,750 | $612.4K | 0.20% | −97−2.0% | Reduced |
| Summit Financial, LLC | 4,759 | $613.6K | 0.01% | +4,759 | New |
| Principle Wealth Partners LLC | 4,792 | $617.8K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,795 | $618.2K | 0.12% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,828 | $622.5K | 0.01% | −58,119−92.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,828 | $622.5K | 0.01% | −1,164−19.4% | Reduced |
| Lecap Asset Management Ltd | 4,868 | $627.6K | 0.22% | −2,005−29.2% | Reduced |
| ProVise Management Group, LLC | 4,874 | $628.4K | 0.05% | −53,547−91.7% | Reduced |
| Roberts Glore & Co Inc | 4,878 | $628.9K | 0.17% | +374+8.3% | Added |
| Neumann Capital Management, LLC | 4,890 | $630.5K | 0.18% | 00.0% | Unchanged |
| Beacon Financial Group | 4,893 | $630.8K | 0.06% | −126−2.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,895 | $631.1K | 0.07% | +56+1.2% | Added |
| Certified Advisory Corp | 4,931 | $635.7K | 0.06% | −280−5.4% | Reduced |
| GM Advisory Group, Inc. | 4,944 | $637.4K | 0.03% | −36−0.7% | Reduced |
| SCS Capital Management LLC | 4,949 | $638.1K | 0.01% | −4,082−45.2% | Reduced |
| Magnolia Capital Advisors LLC | 4,950 | $638.2K | 0.17% | +511+11.5% | Added |
| Ameritas Investment Partners, Inc. | 4,955 | $638.8K | 0.02% | −278−5.3% | Reduced |
| Capital Investment Advisors, LLC | 4,963 | $639.8K | 0.01% | −110−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 4,968 | $640.5K | 0.01% | +3,804+326.8% | Added |
| Steamboat Capital Partners, LLC | 5,000 | $644.6K | 0.17% | −44,050−89.8% | Reduced |
| Bamco Inc | 5,000 | $644.6K | 0.00% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 5,035 | $649.2K | 0.47% | −117−2.3% | Reduced |
| Nicolet Bankshares Inc | 5,076 | $654.4K | 0.11% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 5,130 | $661.4K | 0.08% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 5,155 | $664.6K | 0.17% | +5,155 | New |
| Vista Capital Partners, Inc. | 5,157 | $664.9K | 0.07% | +1,131+28.1% | Added |
| Drive Wealth Management, LLC | 5,168 | $666.3K | 0.14% | −143−2.7% | Reduced |
| Washington Trust Co | 5,172 | $666.8K | 0.02% | +175+3.5% | Added |
| Veracity Capital LLC | 5,248 | $676.6K | 0.22% | −2,000−27.6% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 5,250 | $676.9K | 0.06% | +5,250 | New |
| LVM Capital Management Ltd | 5,250 | $677.0K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 5,266 | $678.9K | 0.03% | −2,988−36.2% | Reduced |
| Chilton Investment Co LLC | 5,270 | $679.5K | 0.01% | −4,036−43.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,318 | $685.6K | 0.02% | −1,157−17.9% | Reduced |
| Cigna Investments Inc | 5,323 | $686.0K | 0.10% | −98−1.8% | Reduced |
| Invested Advisors | 3,346 | $686.7K | 1.00% | +3,346 | New |
| HF Advisory Group, LLC | 5,381 | $693.8K | 0.25% | +1,585+41.8% | Added |
| Chicago Trust Co NA | 5,390 | $694.9K | 0.10% | −570−9.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,400 | $696.2K | 0.28% | 00.0% | Unchanged |
| US Asset Management LLC | 5,406 | $697.0K | 0.57% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,410 | $697.5K | 0.04% | −25−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 5,415 | $698.1K | 0.02% | +285+5.6% | Added |
| Modera Wealth Management, LLC | 5,417 | $698.4K | 0.01% | +15+0.3% | Added |
| Crumly & Associates Inc. | 5,441 | $701.5K | 0.15% | +656+13.7% | Added |
| Stonebrook Private Inc. | 5,447 | $702.3K | 0.15% | −515−8.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,470 | $705.2K | 0.12% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,038 | $706.4K | 0.03% | +11,038 | New |
| Wedmont Private Capital | 5,635 | $713.9K | 0.03% | −815−12.6% | Reduced |
| Frank, Rimerman Advisors LLC | 5,573 | $718.5K | 0.05% | −379−6.4% | Reduced |
| Bridgeway Capital Management, LLC | 5,590 | $720.7K | 0.02% | 00.0% | Unchanged |
| Investment Research Partners LLC | 10,295 | $726.8K | 0.33% | +10,295 | New |
| Shepherd Financial Partners LLC | 5,652 | $728.6K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 5,684 | $732.8K | 0.02% | −17,229−75.2% | Reduced |
| Catalytic Wealth RIA, LLC | 5,713 | $736.6K | 0.02% | +3,631+174.4% | Added |
| Commerzbank Aktiengesellschaft | 5,729 | $739.0K | 0.02% | +580+11.3% | Added |
| Red Door Wealth Management, LLC | 5,746 | $740.8K | 0.08% | +2,635+84.7% | Added |
| Sigma Planning Corp | 5,759 | $742.5K | 0.02% | −3,810−39.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,763 | $744.0K | 0.26% | +2,025+54.2% | Added |
| Boston Common Asset Management, LLC | 5,804 | $748.3K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 5,825 | $751.0K | 0.01% | +5,825 | New |
| Axq Capital, LP | 5,841 | $753.1K | 0.29% | +2,031+53.3% | Added |
| Dynamic Advisor Solutions LLC | 5,955 | $767.8K | 0.02% | +252+4.4% | Added |
| Zacks Investment Management | 5,959 | $768.4K | 0.01% | −119,247−95.2% | Reduced |
| Soltis Investment Advisors LLC | 5,966 | $769.2K | 0.05% | −82−1.4% | Reduced |
| Deltec Asset Management LLC | 6,000 | $773.6K | 0.13% | 00.0% | Unchanged |
| Settian Capital LP | 6,000 | $773.6K | 0.53% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,032 | $777.7K | 0.23% | −5−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,048 | $779.8K | 0.31% | +6,048 | New |
| Groupama Asset Managment | 6,094 | $785.7K | 0.01% | −10,316−62.9% | Reduced |