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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 8,793 | $1.13M | 0.01% | −497−5.3% | Reduced |
| Ballentine Partners, LLC | 8,746 | $1.13M | 0.02% | −2,079−19.2% | Reduced |
| Convergence Financial, LLC | 8,685 | $1.12M | 0.17% | +103+1.2% | Added |
| Key Financial Inc | 8,834 | $1.11M | 0.21% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,574 | $1.10M | 0.48% | −40.0% | Reduced |
| Dean Investment Associates, LLC | 8,556 | $1.10M | 0.15% | +1,580+22.6% | Added |
| Federated Hermes, Inc. | 8,552 | $1.10M | 0.00% | −19,213−69.2% | Reduced |
| Integral Investment Advisors, Inc. | 8,547 | $1.10M | 0.30% | +142+1.7% | Added |
| Allianz SE | 8,454 | $1.09M | 0.02% | +8,454 | New |
| Ritholtz Wealth Management | 8,454 | $1.09M | 0.02% | +717+9.3% | Added |
| Darwin Advisors, LLC | 8,449 | $1.09M | 0.35% | +351+4.3% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.09M | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,403 | $1.08M | 0.13% | +8,403 | New |
| Burney Co | 8,402 | $1.08M | 0.03% | −1,943−18.8% | Reduced |
| Farringdon Capital, Ltd. | 8,375 | $1.08M | 0.27% | +4,344+107.8% | Added |
| Abacus Planning Group, Inc. | 8,359 | $1.08M | 0.15% | −61−0.7% | Reduced |
| Syon Capital LLC | 8,323 | $1.07M | 0.06% | +2,283+37.8% | Added |
| Smith, Moore & Co. | 8,308 | $1.07M | 0.08% | +1,565+23.2% | Added |
| First Interstate Bank | 8,304 | $1.07M | 0.06% | −133−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 8,255 | $1.06M | 0.08% | +1,419+20.8% | Added |
| Benchmark Investment Advisors LLC | 8,254 | $1.06M | 0.62% | +8,254 | New |
| JGP Wealth Management, LLC | 8,462 | $1.06M | 0.12% | +306+3.8% | Added |
| Stephens Inc | 8,245 | $1.06M | 0.01% | −13,071−61.3% | Reduced |
| Tectonic Advisors LLC | 8,190 | $1.06M | 0.06% | +1,760+27.4% | Added |
| Pacific Point Advisors, LLC | 8,188 | $1.06M | 0.62% | +1,037+14.5% | Added |
| Addison Advisors LLC | 8,184 | $1.06M | 0.24% | −5−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,184 | $1.06M | 0.04% | −561−6.4% | Reduced |
| Pflug Koory, LLC | 8,092 | $1.04M | 0.49% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,091 | $1.04M | 0.03% | −17−0.2% | Reduced |
| Cooper Financial Group | 8,076 | $1.04M | 0.12% | −119−1.5% | Reduced |
| Voleon Capital Management LP | 8,050 | $1.04M | 0.03% | −411−4.9% | Reduced |
| Bowman & Co S.C. | 8,035 | $1.04M | 0.44% | −575−6.7% | Reduced |
| Ifrah Financial Services, Inc. | 8,028 | $1.04M | 0.27% | −65−0.8% | Reduced |
| Y.D. More Investments Ltd | 7,989 | $1.03M | 0.06% | −168−2.1% | Reduced |
| Boston Partners | 7,955 | $1.03M | 0.00% | −2,711−25.4% | Reduced |
| TD Waterhouse Canada Inc. | 8,123 | $1.02M | 0.01% | −14,684−64.4% | Reduced |
| Landaas & Co | 7,922 | $1.02M | 0.23% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,905 | $1.02M | 0.23% | +480+6.5% | Added |
| Polymer Capital Management (US) LLC | 7,903 | $1.02M | 0.14% | +7,903 | New |
| Institute for Wealth Management, LLC. | 7,795 | $1.01M | 0.10% | −249−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,792 | $1.00M | 0.01% | +968+14.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,776 | $1.00M | 0.36% | +24+0.3% | Added |
| Profund Advisors LLC | 7,762 | $1.00M | 0.03% | −33−0.4% | Reduced |
| Simplex Trading, LLC | 7,759 | $1.00M | 0.02% | −10,440−57.4% | Reduced |
| First Nebraska Trust Co | 7,735 | $997.3K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,721 | $995.5K | 0.02% | +1,335+20.9% | Added |
| 111 Capital | 7,700 | $992.8K | 0.19% | −9,902−56.3% | Reduced |
| Intelligence Driven Advisers, LLC | 7,676 | $989.7K | 0.14% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,668 | $988.6K | 0.01% | −23,210−75.2% | Reduced |
| Forum Financial Management, LP | 7,664 | $988.1K | 0.01% | +2,391+45.3% | Added |
| Allworth Financial LP | 7,648 | $986.1K | 0.00% | −944−11.0% | Reduced |
| Eukles Asset Management | 7,623 | $982.8K | 0.38% | +147+2.0% | Added |
| Zions Bancorporation, National Association | 7,620 | $982.4K | 0.05% | +6,394+521.5% | Added |
| StoneX Group Inc. | 7,553 | $973.8K | 0.04% | −464−5.8% | Reduced |
| Sky Investment Group LLC | 7,551 | $973.5K | 0.16% | +802+11.9% | Added |
| Radnor Capital Management, LLC | 7,524 | $970.1K | 0.15% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,519 | $969.4K | 0.03% | −376−4.8% | Reduced |
| Haverford Trust Co | 7,511 | $968.4K | 0.01% | −952−11.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,506 | $967.7K | 0.01% | −19−0.3% | Reduced |
| Mediolanum International Funds Ltd | 7,407 | $966.2K | 0.01% | −153,801−95.4% | Reduced |
| Lord, Abbett & Co. LLC | 7,443 | $960.0K | 0.00% | −205,030−96.5% | Reduced |
| Central Trust Co | 7,441 | $959.4K | 0.02% | −2,308−23.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,420 | $956.7K | 0.02% | +12+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 7,400 | $954.1K | 0.14% | −2,500−25.3% | Reduced |
| Prospera Financial Services Inc | 7,313 | $942.8K | 0.02% | −3,303−31.1% | Reduced |
| Freemont Management S.A. | 7,300 | $941.2K | 0.73% | −18,800−72.0% | Reduced |
| Spinnaker Trust | 7,296 | $940.7K | 0.05% | 00.0% | Unchanged |
| David Loasby | 7,396 | $937.0K | 0.07% | +158+2.2% | Added |
| Private Capital Advisors, Inc. | 7,250 | $934.7K | 0.10% | −5,000−40.8% | Reduced |
| Ridgepath Capital Management LLC | 7,233 | $932.6K | 0.40% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,230 | $932.2K | 0.04% | +424+6.2% | Added |
| Lebenthal Global Advisors, LLC | 7,226 | $931.6K | 0.16% | +96+1.3% | Added |
| Great Diamond Partners, LLC | 7,222 | $931.1K | 0.18% | +203+2.9% | Added |
| Westpac Banking Corp | 7,203 | $928.7K | 0.06% | −3,614−33.4% | Reduced |
| NBT Bank N A | 7,202 | $928.6K | 0.06% | −866−10.7% | Reduced |
| Wesbanco Bank Inc | 7,178 | $925.5K | 0.03% | −30.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,165 | $923.8K | 0.06% | +2,597+56.9% | Added |
| Purkiss Capital Advisors LLC | 7,115 | $917.3K | 0.44% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,104 | $916.0K | 0.03% | −1,643−18.8% | Reduced |
| Lipe & Dalton | 7,015 | $904.0K | 0.45% | +7,015 | New |
| Register Financial Advisors LLC | 7,000 | $902.5K | 0.35% | +7,000 | New |
| CWA Asset Management Group, LLC | 6,983 | $900.4K | 0.03% | −634−8.3% | Reduced |
| United Community Bank | 6,980 | $899.9K | 0.28% | +680+10.8% | Added |
| Evergreen Capital Management LLC | 6,976 | $899.4K | 0.02% | +1,418+25.5% | Added |
| Kingsview Wealth Management, LLC | 6,972 | $898.9K | 0.01% | +541+8.4% | Added |
| Legacy Financial Advisors, Inc. | 6,943 | $895.1K | 0.12% | +1,719+32.9% | Added |
| Moloney Securities Asset Management, LLC | 6,933 | $893.9K | 0.11% | −109−1.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 6,920 | $892.2K | 0.35% | +435+6.7% | Added |
| Empower Advisory Group, LLC | 6,907 | $890.5K | 0.00% | +133+2.0% | Added |
| Court Place Advisors, LLC | 6,900 | $889.6K | 0.27% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,897 | $889.2K | 0.04% | +90+1.3% | Added |
| Thoroughbred Financial Services, LLC | 6,894 | $888.0K | 0.05% | −1,138−14.2% | Reduced |
| J.W. Cole Advisors, Inc. | 6,869 | $885.7K | 0.02% | −214−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 6,869 | $885.6K | 0.01% | −425−5.8% | Reduced |
| SkyView Investment Advisors, LLC | 6,854 | $884.0K | 0.11% | +57+0.8% | Added |
| Legend Financial Advisors, Inc. | 6,844 | $882.4K | 0.54% | −364−5.0% | Reduced |
| Legacy Trust | 6,833 | $881.0K | 0.17% | −43−0.6% | Reduced |
| Change Path, LLC | 6,818 | $879.0K | 0.02% | −1,765−20.6% | Reduced |
| Boothbay Fund Management, LLC | 6,803 | $877.1K | 0.02% | −20,213−74.8% | Reduced |
| Unique Wealth Strategies, LLC | 6,795 | $876.1K | 0.34% | −3,164−31.8% | Reduced |