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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 6,104 | $787.0K | 0.00% | −7,238−54.2% | Reduced |
| SlateStone Wealth, LLC | 6,151 | $793.0K | 0.07% | +6,151 | New |
| Sanibel Captiva Trust Company, Inc. | 6,167 | $795.1K | 0.02% | −41−0.7% | Reduced |
| First Horizon Corp | 6,182 | $797.0K | 0.04% | +6,182 | New |
| CoreFirst Bank & Trust | 6,200 | $799.4K | 0.43% | −200−3.1% | Reduced |
| Manchester Capital Management LLC | 6,205 | $800.0K | 0.11% | −1,859−23.1% | Reduced |
| BankPlus Trust Department | 6,220 | $801.9K | 0.21% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 6,242 | $804.8K | 0.45% | −30−0.5% | Reduced |
| Scratch Capital LLC | 6,250 | $805.8K | 0.53% | +6,250 | New |
| Allred Capital Management, LLC | 6,269 | $808.3K | 0.28% | +720+13.0% | Added |
| Jefferies Financial Group Inc. | 6,303 | $812.6K | 0.01% | −6,736−51.7% | Reduced |
| Whittier Trust Co | 6,435 | $820.8K | 0.01% | −178−2.7% | Reduced |
| Alps Advisors Inc | 6,390 | $823.9K | 0.00% | −2,337−26.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,428 | $828.8K | 0.08% | −5,476−46.0% | Reduced |
| Boston Trust Walden Corp | 6,446 | $831.1K | 0.01% | +108+1.7% | Added |
| Yarbrough Capital, LLC | 6,499 | $837.9K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 6,520 | $840.6K | 0.03% | +6,520 | New |
| Regal Investment Advisors LLC | 6,521 | $840.8K | 0.05% | +877+15.5% | Added |
| GeoWealth Management, LLC | 6,536 | $842.7K | 0.03% | +2,822+76.0% | Added |
| Trust Asset Management LLC | 6,571 | $847.2K | 0.06% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,594 | $850.1K | 0.19% | +30+0.5% | Added |
| 1st Source Bank | 6,614 | $852.7K | 0.04% | +570+9.4% | Added |
| Hengehold Capital Management LLC | 6,618 | $853.3K | 0.07% | −79−1.2% | Reduced |
| Keeler Thomas Management LLC | 6,626 | $854.3K | 0.35% | +75+1.1% | Added |
| Circle Wealth Management, LLC | 6,645 | $856.7K | 0.02% | +6,645 | New |
| Meritage Portfolio Management | 6,650 | $857.4K | 0.06% | 00.0% | Unchanged |
| Gould Capital, LLC | 6,671 | $860.1K | 0.53% | +489+7.9% | Added |
| HBK Sorce Advisory LLC | 7,136 | $864.2K | 0.02% | +324+4.8% | Added |
| R Squared Ltd | 6,708 | $864.9K | 0.37% | +3,780+129.1% | Added |
| Anchor Capital Advisors LLC | 6,719 | $866.2K | 0.03% | −110−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 6,642 | $866.4K | 0.08% | −403−5.7% | Reduced |
| Hudson Bay Capital Management LP | 6,721 | $866.5K | 0.01% | −8,688−56.4% | Reduced |
| Optas, LLC | 6,732 | $868.0K | 0.15% | +3,346+98.8% | Added |
| Pitcairn Co | 6,738 | $868.7K | 0.07% | −1,589−19.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,746 | $869.7K | 0.01% | −1,207−15.2% | Reduced |
| Old National Bancorp | 6,778 | $873.9K | 0.01% | +4,171+160.0% | Added |
| Unique Wealth Strategies, LLC | 6,795 | $876.1K | 0.34% | −3,164−31.8% | Reduced |
| Boothbay Fund Management, LLC | 6,803 | $877.1K | 0.02% | −20,213−74.8% | Reduced |
| Change Path, LLC | 6,818 | $879.0K | 0.02% | −1,765−20.6% | Reduced |
| Legacy Trust | 6,833 | $881.0K | 0.17% | −43−0.6% | Reduced |
| Legend Financial Advisors, Inc. | 6,844 | $882.4K | 0.54% | −364−5.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,854 | $884.0K | 0.11% | +57+0.8% | Added |
| Warren Averett Asset Management, LLC | 6,869 | $885.6K | 0.01% | −425−5.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,869 | $885.7K | 0.02% | −214−3.0% | Reduced |
| Thoroughbred Financial Services, LLC | 6,894 | $888.0K | 0.05% | −1,138−14.2% | Reduced |
| Trust Co of Vermont | 6,897 | $889.2K | 0.04% | +90+1.3% | Added |
| Court Place Advisors, LLC | 6,900 | $889.6K | 0.27% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,907 | $890.5K | 0.00% | +133+2.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,920 | $892.2K | 0.35% | +435+6.7% | Added |
| Moloney Securities Asset Management, LLC | 6,933 | $893.9K | 0.11% | −109−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 6,943 | $895.1K | 0.12% | +1,719+32.9% | Added |
| Kingsview Wealth Management, LLC | 6,972 | $898.9K | 0.01% | +541+8.4% | Added |
| Evergreen Capital Management LLC | 6,976 | $899.4K | 0.02% | +1,418+25.5% | Added |
| United Community Bank | 6,980 | $899.9K | 0.28% | +680+10.8% | Added |
| CWA Asset Management Group, LLC | 6,983 | $900.4K | 0.03% | −634−8.3% | Reduced |
| Register Financial Advisors LLC | 7,000 | $902.5K | 0.35% | +7,000 | New |
| Lipe & Dalton | 7,015 | $904.0K | 0.45% | +7,015 | New |
| Wedbush Securities Inc | 7,104 | $916.0K | 0.03% | −1,643−18.8% | Reduced |
| Purkiss Capital Advisors LLC | 7,115 | $917.3K | 0.44% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,165 | $923.8K | 0.06% | +2,597+56.9% | Added |
| Wesbanco Bank Inc | 7,178 | $925.5K | 0.03% | −30.0% | Reduced |
| NBT Bank N A | 7,202 | $928.6K | 0.06% | −866−10.7% | Reduced |
| Westpac Banking Corp | 7,203 | $928.7K | 0.06% | −3,614−33.4% | Reduced |
| Great Diamond Partners, LLC | 7,222 | $931.1K | 0.18% | +203+2.9% | Added |
| Lebenthal Global Advisors, LLC | 7,226 | $931.6K | 0.16% | +96+1.3% | Added |
| National Asset Management, Inc. | 7,230 | $932.2K | 0.04% | +424+6.2% | Added |
| Ridgepath Capital Management LLC | 7,233 | $932.6K | 0.40% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 7,250 | $934.7K | 0.10% | −5,000−40.8% | Reduced |
| David Loasby | 7,396 | $937.0K | 0.07% | +158+2.2% | Added |
| Spinnaker Trust | 7,296 | $940.7K | 0.05% | 00.0% | Unchanged |
| Freemont Management S.A. | 7,300 | $941.2K | 0.73% | −18,800−72.0% | Reduced |
| Prospera Financial Services Inc | 7,313 | $942.8K | 0.02% | −3,303−31.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,400 | $954.1K | 0.14% | −2,500−25.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,420 | $956.7K | 0.02% | +12+0.2% | Added |
| Central Trust Co | 7,441 | $959.4K | 0.02% | −2,308−23.7% | Reduced |
| Lord, Abbett & Co. LLC | 7,443 | $960.0K | 0.00% | −205,030−96.5% | Reduced |
| Mediolanum International Funds Ltd | 7,407 | $966.2K | 0.01% | −153,801−95.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,506 | $967.7K | 0.01% | −19−0.3% | Reduced |
| Haverford Trust Co | 7,511 | $968.4K | 0.01% | −952−11.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,519 | $969.4K | 0.03% | −376−4.8% | Reduced |
| Radnor Capital Management, LLC | 7,524 | $970.1K | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 7,551 | $973.5K | 0.16% | +802+11.9% | Added |
| StoneX Group Inc. | 7,553 | $973.8K | 0.04% | −464−5.8% | Reduced |
| Zions Bancorporation, National Association | 7,620 | $982.4K | 0.05% | +6,394+521.5% | Added |
| Eukles Asset Management | 7,623 | $982.8K | 0.38% | +147+2.0% | Added |
| Allworth Financial LP | 7,648 | $986.1K | 0.00% | −944−11.0% | Reduced |
| Forum Financial Management, LP | 7,664 | $988.1K | 0.01% | +2,391+45.3% | Added |
| Magnetar Financial LLC | 7,668 | $988.6K | 0.01% | −23,210−75.2% | Reduced |
| Intelligence Driven Advisers, LLC | 7,676 | $989.7K | 0.14% | 00.0% | Unchanged |
| 111 Capital | 7,700 | $992.8K | 0.19% | −9,902−56.3% | Reduced |
| NorthRock Partners, LLC | 7,721 | $995.5K | 0.02% | +1,335+20.9% | Added |
| First Nebraska Trust Co | 7,735 | $997.3K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,759 | $1.00M | 0.02% | −10,440−57.4% | Reduced |
| Profund Advisors LLC | 7,762 | $1.00M | 0.03% | −33−0.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 7,776 | $1.00M | 0.36% | +24+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 7,792 | $1.00M | 0.01% | +968+14.2% | Added |
| Institute for Wealth Management, LLC. | 7,795 | $1.01M | 0.10% | −249−3.1% | Reduced |
| Polymer Capital Management (US) LLC | 7,903 | $1.02M | 0.14% | +7,903 | New |
| Mystic Asset Management, Inc. | 7,905 | $1.02M | 0.23% | +480+6.5% | Added |
| Landaas & Co | 7,922 | $1.02M | 0.23% | 00.0% | Unchanged |