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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 3,517 | $453.4K | 0.01% | +3,517 | New |
| Clear Creek Financial Management, LLC | 3,513 | $452.9K | 0.04% | −1,514−30.1% | Reduced |
| Guardian Capital LP | 3,486 | $449.4K | 0.01% | −247−6.6% | Reduced |
| Heritage Wealth Advisors | 3,459 | $446.0K | 0.02% | −49−1.4% | Reduced |
| Atomi Financial Group, Inc. | 3,458 | $445.8K | 0.01% | +208+6.4% | Added |
| MMBG Investment Advisors Co. | 3,450 | $444.8K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,440 | $443.5K | 0.18% | +30+0.9% | Added |
| May Hill Capital, LLC | 3,438 | $443.3K | 0.13% | +10.0% | Added |
| FourThought Financial Partners, LLC | 3,415 | $440.3K | 0.04% | +3,415 | New |
| T. Rowe Price Investment Management, Inc. | 3,411 | $440.0K | 0.00% | −849−19.9% | Reduced |
| Archer Investment Corp | 3,412 | $439.9K | 0.10% | +1,400+69.6% | Added |
| Checchi Capital Advisers, LLC | 3,404 | $438.9K | 0.03% | −642−15.9% | Reduced |
| Optimize Financial Inc | 3,343 | $431.0K | 0.22% | +1,680+101.0% | Added |
| Essex Financial Services, Inc. | 3,341 | $430.8K | 0.03% | +382+12.9% | Added |
| Personal Cfo Solutions, LLC | 3,324 | $428.6K | 0.08% | +2,107+173.1% | Added |
| Michels Family Financial, LLC | 3,322 | $428.3K | 0.33% | +106+3.3% | Added |
| BSW Wealth Partners | 3,309 | $426.6K | 0.05% | −212−6.0% | Reduced |
| Miramar Capital, LLC | 3,300 | $425.5K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,280 | $422.9K | 0.05% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,257 | $419.9K | 0.05% | +3,257 | New |
| Holderness Investments Co | 3,251 | $419.2K | 0.09% | −70−2.1% | Reduced |
| Tritonpoint Wealth, LLC | 3,249 | $418.8K | 0.04% | −488−13.1% | Reduced |
| Matisse Capital | 3,248 | $418.8K | 0.19% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,225 | $415.8K | 0.00% | −486−13.1% | Reduced |
| Atlantic Trust, LLC | 3,220 | $415.2K | 0.07% | +71+2.3% | Added |
| Davis R M Inc | 3,216 | $414.6K | 0.01% | −178−5.2% | Reduced |
| Cornerstone Select Advisors, LLC | 3,214 | $414.4K | 0.30% | +295+10.1% | Added |
| Savvy Advisors, Inc. | 3,211 | $414.0K | 0.02% | −887−21.6% | Reduced |
| 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 |
| Advisory Alpha, LLC | 3,276 | $412.0K | 0.01% | +784+31.5% | Added |
| Trust Co of Virginia | 3,195 | $411.9K | 0.03% | −194−5.7% | Reduced |
| Grandfield & Dodd, LLC | 3,190 | $411.3K | 0.02% | −256−7.4% | Reduced |
| Pointe Capital Management LLC | 3,187 | $410.9K | 0.20% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,185 | $410.6K | 0.01% | +476+17.6% | Added |
| Argonautica Private Wealth Management, Inc | 3,170 | $408.7K | 0.12% | −2,672−45.7% | Reduced |
| BTC Capital Management, Inc. | 3,167 | $408.3K | 0.03% | −35,866−91.9% | Reduced |
| Catalyst Financial Partners LLC | 3,165 | $408.1K | 0.05% | −120−3.7% | Reduced |
| AE Wealth Management LLC | 3,152 | $406.4K | 0.00% | −1,006−24.2% | Reduced |
| Intrua Financial, LLC | 3,151 | $406.3K | 0.05% | +1,775+129.0% | Added |
| Sunpointe, LLC | 3,143 | $405.2K | 0.15% | +363+13.1% | Added |
| Invesco, LLC | 3,120 | $402.3K | 0.14% | +186+6.3% | Added |
| Chickasaw Capital Management LLC | 3,114 | $401.0K | 0.02% | +1,700+120.2% | Added |
| Confluence Wealth Services, Inc. | 3,106 | $400.5K | 0.02% | −1,054−25.3% | Reduced |
| Cascade Investment Group, Inc. | 3,106 | $400.5K | 0.27% | −348−10.1% | Reduced |
| SkyOak Wealth, LLC | 3,097 | $399.3K | 0.08% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $397.1K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,054 | $393.8K | 0.02% | −486−13.7% | Reduced |
| Epiq Partners, LLC | 3,008 | $387.8K | 0.18% | −15−0.5% | Reduced |
| Journey Strategic Wealth LLC | 3,006 | $387.5K | 0.01% | +1,288+75.0% | Added |
| Legacy Wealth Management, LLC | 3,000 | $386.8K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,998 | $386.5K | 0.03% | −255−7.8% | Reduced |
| PFG Investments, LLC | 2,990 | $385.5K | 0.02% | −45−1.5% | Reduced |
| Long Run Wealth Advisors, LLC | 2,989 | $385.4K | 0.08% | −330−9.9% | Reduced |
| Alta Advisers Ltd | 2,973 | $383.3K | 0.12% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,958 | $381.4K | 0.02% | −1,466−33.1% | Reduced |
| Trueblood Wealth Management, LLC | 2,930 | $377.8K | 0.15% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,929 | $377.6K | 0.03% | −288−9.0% | Reduced |
| Bank of Stockton | 2,905 | $374.5K | 0.11% | −40−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,905 | $374.5K | 0.04% | −3−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,905 | $374.5K | 0.03% | +2,905 | New |
| CRA Financial Services, LLC | 2,894 | $373.1K | 0.05% | +37+1.3% | Added |
| Foundations Investment Advisors, LLC | 2,893 | $373.0K | 0.01% | −130−4.3% | Reduced |
| GLOBALT Investments LLC | 2,867 | $369.6K | 0.01% | −5,714−66.6% | Reduced |
| Flagship Wealth Advisors, LLC | 2,855 | $368.1K | 0.12% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,854 | $368.0K | 0.01% | +1,089+61.7% | Added |
| RIA Advisory Group LLC | 2,841 | $366.3K | 0.09% | −1,637−36.6% | Reduced |
| Tributary Capital Management, LLC | 2,840 | $366.2K | 0.03% | −40−1.4% | Reduced |
| Fisher Asset Management, LLC | 2,835 | $365.6K | 0.00% | +749+35.9% | Added |
| Quotient Wealth Partners, LLC | 2,814 | $362.8K | 0.01% | −353−11.1% | Reduced |
| Maia Wealth LLC | 5,682 | $362.5K | 0.06% | −1,193−17.4% | Reduced |
| First Manhattan Co | 2,810 | $362.3K | 0.00% | −350−11.1% | Reduced |
| Beacon Financial Advisory LLC | 2,809 | $362.2K | 0.08% | +56+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 2,833 | $361.4K | 0.01% | +81+2.9% | Added |
| International Assets Investment Management, LLC | 2,083 | $359.7K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 2,758 | $355.6K | 0.27% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,816 | $355.1K | 0.12% | +214+8.2% | Added |
| Ironsides Asset Advisors, LLC | 2,749 | $354.4K | 0.09% | +40+1.5% | Added |
| Angeles Wealth Management, LLC | 2,746 | $354.0K | 0.02% | −595−17.8% | Reduced |
| Versor Investments LP | 2,731 | $352.1K | 0.06% | +890+48.3% | Added |
| Strategic Wealth Partners, Ltd. | 2,717 | $350.3K | 0.03% | −615−18.5% | Reduced |
| Accredited Investors Inc. | 2,708 | $349.1K | 0.02% | −1,030−27.6% | Reduced |
| Operose Advisors LLC | 2,706 | $348.9K | 0.09% | +1,789+195.1% | Added |
| Adviser Investments LLC | 2,682 | $345.8K | 0.00% | −49−1.8% | Reduced |
| Teza Capital Management LLC | 2,661 | $343.1K | 1.85% | +89+3.5% | Added |
| a16z Perennial Management, L.P. | 2,650 | $341.7K | 0.03% | +2,650 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,648 | $341.4K | 0.03% | −163−5.8% | Reduced |
| State of Wyoming | 2,648 | $341.4K | 0.04% | +456+20.8% | Added |
| Silver Oak Securities, Inc | 2,640 | $340.4K | 0.03% | −322−10.9% | Reduced |
| Sage Mountain Advisors LLC | 2,636 | $339.9K | 0.02% | −13−0.5% | Reduced |
| Bigelow Investment Advisors, LLC | 2,627 | $338.7K | 0.14% | +457+21.1% | Added |
| Los Angeles Capital Management LLC | 2,626 | $338.6K | 0.00% | −10,537−80.1% | Reduced |
| Foster & Motley Inc | 2,625 | $338.0K | 0.02% | +55+2.1% | Added |
| Cornerstone Wealth Group, LLC | 2,621 | $337.9K | 0.02% | −14−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 2,615 | $337.2K | 0.06% | −248−8.7% | Reduced |
| Blalock Williams, LLC | 2,611 | $336.6K | 0.29% | +83+3.3% | Added |
| CVA Family Office, LLC | 2,604 | $335.7K | 0.04% | −36−1.4% | Reduced |
| Schnieders Capital Management, LLC. | 2,590 | $333.9K | 0.06% | +2,590 | New |
| Tiemann Investment Advisors, LLC | 2,580 | $332.6K | 0.13% | −75−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,572 | $331.6K | 0.02% | +480+22.9% | Added |