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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 2,541 | $327.6K | 0.05% | −42−1.6% | Reduced |
| West Family Investments, Inc. | 2,540 | $327.5K | 0.07% | −732−22.4% | Reduced |
| L2 Asset Management, LLC | 2,537 | $327.1K | 0.05% | +63+2.5% | Added |
| Eisler Capital Management Ltd. | 2,511 | $326.9K | 0.01% | +2,371+1,693.6% | Added |
| Caerus Investment Advisors, LLC | 2,534 | $326.7K | 0.13% | +2,534 | New |
| Childress Capital Advisors, LLC | 2,532 | $326.5K | 0.06% | +164+6.9% | Added |
| WBH Advisory Inc | 2,520 | $324.9K | 0.02% | 00.0% | Unchanged |
| Santori & Peters | 2,514 | $324.1K | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,501 | $322.5K | 0.00% | −1,071−30.0% | Reduced |
| Somerset Group LLC | 2,500 | $322.3K | 0.26% | −189−7.0% | Reduced |
| Ridgewood Investments LLC | 2,799 | $321.4K | 0.14% | +2,776+12,069.6% | Added |
| Arete Wealth Advisors, LLC | 2,489 | $321.0K | 0.02% | −2,704−52.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,480 | $319.7K | 0.18% | −769−23.7% | Reduced |
| Power Wealth Management LLC | 2,474 | $319.0K | 0.12% | +187+8.2% | Added |
| Janney Capital Management LLC | 2,440 | $315.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 2,443 | $315.0K | 0.05% | −100−3.9% | Reduced |
| Pallas Capital Advisors LLC | 2,441 | $314.7K | 0.01% | +2,441 | New |
| Sivia Capital Partners, LLC | 2,432 | $313.6K | 0.09% | +736+43.4% | Added |
| Cadinha & Co LLC | 2,430 | $313.3K | 0.04% | −10−0.4% | Reduced |
| SBI Securities Co., Ltd. | 2,427 | $312.9K | 0.01% | +1,288+113.1% | Added |
| CM Wealth Advisors LLC | 2,410 | $310.7K | 0.08% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,400 | $309.4K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $309.4K | 0.13% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 2,377 | $306.5K | 0.32% | +2,377 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $306.3K | 0.15% | −9−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,370 | $305.6K | 0.13% | +56+2.4% | Added |
| Malaga Cove Capital, LLC | 2,363 | $304.7K | 0.11% | +2,363 | New |
| Oversea-Chinese Banking CORP Ltd | 2,355 | $303.6K | 0.01% | +2,355 | New |
| Vista Investment Partners LLC | 2,340 | $301.7K | 0.08% | +2,340 | New |
| Capital Performance Advisors LLP | 2,337 | $301.4K | 0.05% | +2,337 | New |
| Buckingham Strategic Partners | 2,771 | $300.1K | 0.00% | +2,771 | New |
| Center for Financial Planning, Inc. | 2,315 | $298.5K | 0.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,304 | $297.1K | 0.05% | −51−2.2% | Reduced |
| WoodTrust Financial Corp | 2,307 | $297.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,297 | $296.2K | 0.13% | +498+27.7% | Added |
| GenTrust, LLC | 2,294 | $295.8K | 0.01% | +2,294 | New |
| Daymark Wealth Partners, LLC | 2,286 | $294.7K | 0.01% | −388−14.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,280 | $294.0K | 0.06% | +2,280 | New |
| Jackson Thornton Asset Management, LLC | 2,316 | $293.0K | 0.03% | +2,316 | New |
| Pure Financial Advisors, Inc. | 2,269 | $292.5K | 0.00% | +386+20.5% | Added |
| Thomasville National Bank | 2,259 | $291.3K | 0.02% | +2,259 | New |
| Peoples Bank | 2,250 | $290.1K | 0.18% | −281−11.1% | Reduced |
| Western Wealth Management, LLC | 2,242 | $289.1K | 0.02% | −62−2.7% | Reduced |
| Fairfield, Bush & Co. | 2,238 | $288.5K | 0.15% | +2,238 | New |
| Guardian Wealth Advisors, LLC | 2,231 | $287.6K | 0.02% | +420+23.2% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $287.4K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,488 | $287.2K | 0.00% | +2,282+103.4% | Added |
| GTS Securities LLC | 2,219 | $286.1K | 0.01% | +612+38.1% | Added |
| Chiron Capital Management, LLC | 2,201 | $283.8K | 0.24% | +2,201 | New |
| CTC Alternative Strategies, Ltd. | 2,200 | $283.6K | 0.47% | +800+57.1% | Added |
| Old Mission Investment Co LLC | 2,200 | $283.6K | 0.07% | +2,200 | New |
| Quent Capital, LLC | 2,199 | $283.5K | 0.02% | +116+5.6% | Added |
| Ci Investments Inc. | 2,186 | $282.0K | 0.00% | +100+4.8% | Added |
| Belpointe Asset Management LLC | 2,177 | $280.7K | 0.01% | −265−10.9% | Reduced |
| Arrow Financial Corp | 2,169 | $279.6K | 0.03% | −81−3.6% | Reduced |
| Breakwater Capital Group | 2,157 | $278.1K | 0.04% | −144−6.3% | Reduced |
| Peterson Wealth Services | 2,562 | $278.0K | 0.07% | +471+22.5% | Added |
| Citizens Business Bank | 2,156 | $278.0K | 0.05% | +2,156 | New |
| Salem Investment Counselors Inc | 2,153 | $277.6K | 0.01% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,150 | $277.2K | 0.16% | −184−7.9% | Reduced |
| Rainier Family Wealth Inc | 2,138 | $275.7K | 0.25% | −586−21.5% | Reduced |
| Fielder Capital Group LLC | 2,113 | $272.4K | 0.06% | +46+2.2% | Added |
| Park Place Capital Corp | 2,111 | $272.2K | 0.06% | −6,554−75.6% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $270.8K | 0.07% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,086 | $268.9K | 0.10% | −1,192−36.4% | Reduced |
| IHT Wealth Management, LLC | 2,087 | $268.8K | 0.01% | −194−8.5% | Reduced |
| TLS Advisors LLC | 4,000 | $267.0K | 0.78% | +4,000 | New |
| Biltmore Family Office, LLC | 2,061 | $265.7K | 0.04% | +61+3.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,050 | $264.3K | 0.08% | +65+3.3% | Added |
| Palogic Value Management, L.P. | 2,048 | $264.0K | 0.11% | +9+0.4% | Added |
| Impact Capital Partners LLC | 2,046 | $263.8K | 0.08% | −1,177−36.5% | Reduced |
| Fort Washington Investment Advisors Inc | 2,037 | $262.6K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 2,029 | $261.6K | 0.09% | −3,204−61.2% | Reduced |
| King Wealth | 2,024 | $261.0K | 0.03% | +2,024 | New |
| Strategic Blueprint, LLC | 2,022 | $260.7K | 0.01% | +45+2.3% | Added |
| Waldron Private Wealth LLC | 2,022 | $260.7K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,017 | $260.1K | 0.00% | −6,576−76.5% | Reduced |
| RMR Wealth Builders | 2,001 | $258.0K | 0.02% | +198+11.0% | Added |
| Castleark Management LLC | 2,000 | $257.9K | 0.01% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $257.9K | 0.52% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 2,000 | $257.9K | 0.12% | +2,000 | New |
| Hickory Point Bank & Trust | 1,998 | $257.6K | 0.19% | +40+2.0% | Added |
| Vantage Financial Partners, LLC | 1,990 | $256.6K | 0.05% | −95−4.6% | Reduced |
| Keystone Financial Services | 1,974 | $254.5K | 0.08% | +46+2.4% | Added |
| Midwest Trust Co | 1,952 | $251.7K | 0.00% | −597−23.4% | Reduced |
| Seelaus Asset Management LLC | 1,951 | $251.5K | 0.20% | −170−8.0% | Reduced |
| Clarius Group, LLC | 1,948 | $251.2K | 0.01% | −1,470−43.0% | Reduced |
| Ingalls & Snyder LLC | 1,944 | $251.0K | 0.01% | +550+39.5% | Added |
| Meridian Wealth Management, LLC | 1,945 | $250.8K | 0.01% | −2,783−58.9% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $249.9K | 0.09% | −10−0.5% | Reduced |
| Phillips Wealth Planners LLC | 1,998 | $249.8K | 0.21% | +62+3.2% | Added |
| TCG Advisory Services, LLC | 1,920 | $247.5K | 0.01% | +549+40.0% | Added |
| 3Chopt Investment Partners, LLC | 1,919 | $247.4K | 0.06% | −250−11.5% | Reduced |
| Lazari Capital Management, Inc. | 1,916 | $247.0K | 0.08% | +1,916 | New |
| Gryphon Financial Partners LLC | 1,915 | $246.9K | 0.03% | −15−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 1,909 | $246.1K | 0.01% | −63−3.2% | Reduced |
| NTV Asset Management LLC | 1,905 | $245.6K | 0.03% | +77+4.2% | Added |
| Highlander Partners, L.P. | 1,900 | $245.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 1,897 | $244.6K | 0.03% | −135−6.6% | Reduced |
| ROI Financial Advisors, LLC | 1,871 | $241.2K | 0.14% | +175+10.3% | Added |