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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 4,828 | $622.5K | 0.01% | −58,119−92.3% | Reduced |
| VeraBank, N.A. | 4,795 | $618.2K | 0.12% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,792 | $617.8K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,759 | $613.6K | 0.01% | +4,759 | New |
| Sandy Cove Advisors, LLC | 4,750 | $612.4K | 0.20% | −97−2.0% | Reduced |
| One Wealth Advisors, LLC | 4,709 | $607.1K | 0.08% | −20−0.4% | Reduced |
| Promethium Advisors,llc | 4,650 | $599.5K | 0.34% | −800−14.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,634 | $597.5K | 0.17% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 4,623 | $596.0K | 0.21% | −381−7.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,597 | $592.7K | 0.01% | −262−5.4% | Reduced |
| Aaron Wealth Advisors | 4,592 | $592.0K | 0.04% | +1,857+67.9% | Added |
| Journey Advisory Group, LLC | 4,576 | $590.0K | 0.04% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 4,569 | $589.1K | 0.10% | −1,335−22.6% | Reduced |
| Howard Capital Management Inc. | 4,564 | $588.4K | 0.01% | +316+7.4% | Added |
| Edgestream Partners, L.P. | 4,562 | $588.2K | 0.02% | −34,523−88.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,544 | $585.9K | 0.01% | −11,249−71.2% | Reduced |
| Tred Avon Family Wealth, LLC | 4,542 | $585.6K | 0.20% | +4,542 | New |
| Simmons Bank | 4,536 | $584.8K | 0.04% | −293−6.1% | Reduced |
| IFC Advisors LLC | 4,536 | $584.8K | 0.11% | −79−1.7% | Reduced |
| Cape Investment Advisory, Inc. | 4,498 | $579.9K | 0.57% | −1,118−19.9% | Reduced |
| Forbes J M & Co LLP | 4,483 | $578.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,478 | $577.3K | 0.08% | −139−3.0% | Reduced |
| Employees Retirement System of Texas | 4,451 | $574.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,451 | $573.9K | 0.11% | +3+0.1% | Added |
| Advisors Capital Management, LLC | 4,446 | $573.3K | 0.01% | −906−16.9% | Reduced |
| Caldwell Trust Co | 4,445 | $573.1K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,418 | $569.6K | 0.02% | +1,518+52.3% | Added |
| St Germain D J Co Inc | 4,406 | $568.1K | 0.02% | +245+5.9% | Added |
| Ipsen Advisor Group LLC | 4,402 | $567.5K | 0.41% | 00.0% | Unchanged |
| Nwam LLC | 4,511 | $566.2K | 0.03% | +53+1.2% | Added |
| Centaurus Financial, Inc. | 4,377 | $564.0K | 0.03% | +1,270+40.9% | Added |
| Beaumont Financial Advisors, LLC | 4,374 | $563.9K | 0.04% | +1,351+44.7% | Added |
| Alpha Cubed Investments, LLC | 4,359 | $562.0K | 0.02% | −123,251−96.6% | Reduced |
| Abacus Wealth Partners, LLC | 4,354 | $561.4K | 0.08% | −252−5.5% | Reduced |
| Demars Financial Group, LLC | 4,350 | $560.9K | 0.19% | +4,350 | New |
| Plan A Wealth LLC | 4,338 | $559.3K | 0.28% | +380+9.6% | Added |
| Cornercap Investment Counsel Inc | 4,331 | $558.4K | 0.28% | −70−1.6% | Reduced |
| Inscription Capital, LLC | 4,327 | $557.9K | 0.06% | +2,506+137.6% | Added |
| Stonebridge Capital Advisors LLC | 4,318 | $556.7K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,290 | $553.1K | 0.22% | −350−7.5% | Reduced |
| Ellis Investment Partners, LLC | 4,288 | $552.9K | 0.10% | −219−4.9% | Reduced |
| Phoenix Holdings Ltd. | 4,286 | $552.6K | 0.01% | +4,286 | New |
| 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 |
| Connecticut Wealth Management, LLC | 4,279 | $551.7K | 0.02% | +1,711+66.6% | Added |
| LMR Partners LLP | 4,265 | $549.9K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,242 | $546.9K | 0.07% | −3,374−44.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,237 | $546.3K | 0.11% | +2,090+97.3% | Added |
| von Borstel & Associates, Inc. | 8,570 | $546.0K | 0.08% | +8,570 | New |
| Crux Wealth Advisors | 4,219 | $544.0K | 0.22% | −7−0.2% | Reduced |
| Vista Investment Management | 4,209 | $542.7K | 0.19% | +1,469+53.6% | Added |
| Beacon Pointe Advisors, LLC | 4,191 | $540.4K | 0.00% | −628−13.0% | Reduced |
| Central Bank & Trust Co | 4,170 | $537.6K | 0.08% | +21+0.5% | Added |
| Intellectus Partners, LLC | 4,156 | $535.8K | 0.10% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 4,149 | $534.9K | 0.15% | 00.0% | Unchanged |
| 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 |
| Wallace Advisory Group, LLC | 3,066 | $528.6K | 0.42% | +594+24.0% | Added |
| Net Worth Advisory Group | 4,068 | $524.4K | 0.15% | −131−3.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,067 | $524.4K | 0.04% | −3,862−48.7% | Reduced |
| 17 Capital Partners, LLC | 4,059 | $523.3K | 0.28% | −3,114−43.4% | Reduced |
| Resonant Capital Advisors, LLC | 4,055 | $522.8K | 0.03% | +901+28.6% | Added |
| Parkside Financial Bank & Trust | 4,033 | $520.0K | 0.04% | −167−4.0% | Reduced |
| Leavell Investment Management, Inc. | 4,032 | $519.8K | 0.02% | +928+29.9% | Added |
| Chesapeake Wealth Management | 4,030 | $519.6K | 0.16% | −25−0.6% | Reduced |
| RBF Capital, LLC | 4,000 | $515.7K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,976 | $512.6K | 0.07% | +235+6.3% | Added |
| Venture Visionary Partners LLC | 3,973 | $512.2K | 0.02% | +25+0.6% | Added |
| Great Lakes Advisors, LLC | 3,961 | $510.7K | 0.00% | −1,491−27.3% | Reduced |
| Perigon Wealth Management, LLC | 3,934 | $507.2K | 0.01% | +1,347+52.1% | Added |
| Everhart Financial Group, Inc. | 3,897 | $502.4K | 0.05% | −1,060−21.4% | Reduced |
| Quadcap Wealth Management, LLC | 3,893 | $501.9K | 0.06% | −7−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,888 | $501.0K | 0.06% | +3,888 | New |
| Madrona Financial Services, LLC | 3,860 | $497.7K | 0.11% | −33−0.8% | Reduced |
| Hilltop Holdings Inc. | 3,845 | $495.7K | 0.03% | −388−9.2% | Reduced |
| Rehmann Capital Advisory Group | 3,892 | $494.8K | 0.03% | −473−10.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,816 | $492.0K | 0.12% | +39+1.0% | Added |
| Citizens National Bank Trust Department | 3,815 | $491.9K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 3,805 | $490.6K | 0.23% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,766 | $485.5K | 0.02% | +29+0.8% | Added |
| Outlook Wealth Advisors, LLC | 3,762 | $485.0K | 0.12% | −100−2.6% | Reduced |
| Boit C F David | 3,750 | $483.5K | 0.22% | +500+15.4% | Added |
| Principal Street Partners, LLC | 3,692 | $476.0K | 0.08% | −42−1.1% | Reduced |
| 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 |
| Chicago Partners Investment Group LLC | 3,769 | $475.5K | 0.01% | +1,764+88.0% | Added |
| Rothschild Investment LLC | 3,678 | $474.2K | 0.03% | +2,192+147.5% | Added |
| Conning Inc. | 3,668 | $472.9K | 0.02% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,656 | $471.4K | 0.21% | −347−8.7% | Reduced |
| KMG Fiduciary Partners, LLC | 3,653 | $471.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 3,644 | $469.8K | 0.01% | −103−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 3,625 | $467.4K | 0.04% | −84−2.3% | Reduced |
| Calamos Wealth Management LLC | 3,622 | $467.0K | 0.02% | +1,530+73.1% | Added |
| MONECO Advisors, LLC | 3,615 | $466.1K | 0.04% | −424−10.5% | Reduced |
| Exencial Wealth Advisors, LLC | 3,603 | $464.6K | 0.02% | +527+17.1% | Added |
| Aspire Private Capital, LLC | 3,574 | $460.8K | 0.10% | −632−15.0% | Reduced |
| Twin City Private Wealth, LLC | 3,562 | $459.2K | 0.36% | +170+5.0% | Added |
| Avestar Capital, LLC | 3,555 | $458.4K | 0.03% | −1,289−26.6% | Reduced |
| Citadel Investment Advisory, Inc. | 3,550 | $458.0K | 0.21% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,597 | $453.5K | 0.07% | +899+33.3% | Added |