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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 1,847 | $238.1K | 0.10% | +16+0.9% | Added |
| Mainsail Asset Management, LLC | 1,840 | $237.2K | 0.10% | +400+27.8% | Added |
| Opal Wealth Advisors, LLC | 1,837 | $236.8K | 0.07% | −82−4.3% | Reduced |
| Cypress Capital Group | 1,825 | $235.3K | 0.03% | −198−9.8% | Reduced |
| Oxford Financial Group Ltd | 1,820 | $234.7K | 0.01% | +146+8.7% | Added |
| Drucker Wealth 3.0, LLC | 1,817 | $234.3K | 0.04% | −1,075−37.2% | Reduced |
| Trust Point Inc. | 1,810 | $233.4K | 0.02% | +65+3.7% | Added |
| Cromwell Holdings LLC | 1,807 | $233.0K | 0.12% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,800 | $232.1K | 0.04% | +1,800 | New |
| Cascade Financial Partners, LLC | 1,780 | $229.5K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,770 | $228.2K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,767 | $227.8K | 0.08% | +97+5.8% | Added |
| Trust Co of Toledo NA | 1,764 | $227.4K | 0.02% | +26+1.5% | Added |
| Essential Partners LLC | 1,755 | $226.3K | 0.07% | +1,734+8,257.1% | Added |
| Advyzon Investment Management, LLC | 1,750 | $225.6K | 0.04% | +1,750 | New |
| Old Port Advisors | 1,747 | $225.2K | 0.06% | −28−1.6% | Reduced |
| Sonoma Allocations LLC | 1,904 | $224.7K | 0.08% | +1,904 | New |
| Concorde Asset Management, LLC | 1,779 | $224.4K | 0.09% | +1,779 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $224.2K | 0.04% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,734 | $223.6K | 0.10% | +12+0.7% | Added |
| Nicholas Hoffman & Company, LLC. | 1,723 | $222.1K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,719 | $221.6K | 0.07% | +76+4.6% | Added |
| Norris Perne & French LLP | 1,718 | $221.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,710 | $220.5K | 0.02% | −123−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,707 | $220.1K | 0.01% | −6,330−78.8% | Reduced |
| First Heartland Consultants, Inc. | 1,706 | $220.0K | 0.02% | −8−0.5% | Reduced |
| Canandaigua National Bank & Trust Co | 1,702 | $219.4K | 0.02% | −93−5.2% | Reduced |
| Security National Bank of Sioux City Iowa | 1,700 | $219.2K | 0.14% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,700 | $219.2K | 0.13% | +1,700 | New |
| Cidel Asset Management Inc | 1,699 | $219.1K | 0.01% | −9,092−84.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,696 | $218.7K | 0.02% | −104−5.8% | Reduced |
| TrueWealth Advisors, LLC | 1,694 | $218.4K | 0.06% | +1,694 | New |
| First National Bank of Mount Dora, Trust Investment Services | 1,684 | $217.1K | 0.05% | −127−7.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,679 | $216.5K | 0.01% | +41+2.5% | Added |
| TRUE Private Wealth Advisors | 1,676 | $216.1K | 0.02% | −109−6.1% | Reduced |
| Portside Wealth Group, LLC | 1,674 | $215.8K | 0.03% | −199−10.6% | Reduced |
| Harbour Trust & Investment Management Co | 1,670 | $215.3K | 0.02% | −44−2.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,668 | $215.1K | 0.00% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,668 | $215.1K | 0.08% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,665 | $214.7K | 0.09% | +1,665 | New |
| Excalibur Management Corp | 1,659 | $213.9K | 0.08% | −135−7.5% | Reduced |
| Goldstone Financial Group, LLC | 1,650 | $212.7K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 1,643 | $211.8K | 0.02% | +416+33.9% | Added |
| 25 LLC | 1,630 | $210.2K | 0.07% | −12−0.7% | Reduced |
| Claro Advisors LLC | 1,623 | $209.3K | 0.03% | +116+7.7% | Added |
| Two Sigma Securities, LLC | 1,615 | $208.2K | 0.03% | +1,615 | New |
| Peak Retirement Planning, Inc. | 1,609 | $207.4K | 0.06% | +4+0.2% | Added |
| Quantum Financial Planning Services, Inc. | 1,604 | $206.8K | 0.08% | −161−9.1% | Reduced |
| Long Road Investment Counsel, LLC | 1,604 | $206.8K | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,604 | $206.8K | 0.02% | +1,604 | New |
| Vision Capital Management, Inc. | 1,604 | $206.8K | 0.03% | +2+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,603 | $206.7K | 0.00% | +1,603 | New |
| All Terrain Financial Advisors, LLC | 1,600 | $206.3K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,597 | $205.9K | 0.02% | +72+4.7% | Added |
| Latitude Advisors, LLC | 1,592 | $205.2K | 0.09% | +1,592 | New |
| LCNB Corp | 1,585 | $204.4K | 0.07% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,314 | $204.2K | 0.01% | −953−22.3% | Reduced |
| XY Capital Ltd | 1,584 | $204.2K | 0.17% | +1,584 | New |
| Quarry LP | 1,583 | $204.1K | 0.05% | +1,344+562.3% | Added |
| Boston Private Wealth LLC | 1,575 | $203.1K | 0.01% | −212−11.9% | Reduced |
| Greatmark Investment Partners, Inc. | 1,575 | $203.1K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,574 | $202.9K | 0.11% | +1,574 | New |
| Onefund, LLC | 1,567 | $202.0K | 0.13% | +55+3.6% | Added |
| Canton Hathaway, LLC | 1,570 | $202.0K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,566 | $201.9K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,565 | $201.8K | 0.03% | −411−20.8% | Reduced |
| Marotta Asset Management | 1,600 | $201.7K | 0.04% | −1,600−50.0% | Reduced |
| Lafayette Investments, Inc. | 1,563 | $201.5K | 0.04% | −725−31.7% | Reduced |
| De Burlo Group Inc | 1,563 | $201.5K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,562 | $201.4K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,562 | $201.4K | 0.00% | −170−9.8% | Reduced |
| M3 Advisory Group, LLC | 1,559 | $201.0K | 0.13% | −568−26.7% | Reduced |
| Fortem Financial Group, LLC | 1,554 | $200.4K | 0.06% | −883−36.2% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $198.6K | 0.09% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,528 | $197.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,513 | $195.1K | 0.04% | −118−7.2% | Reduced |
| Osterweis Capital Management Inc | 1,496 | $192.9K | 0.01% | −340−18.5% | Reduced |
| Root Financial Partners, LLC | 1,439 | $185.5K | 0.01% | +1,439 | New |
| Private Wealth Asset Management, LLC | 1,434 | $184.9K | 0.02% | −55−3.7% | Reduced |
| S-Bank Fund Management Ltd | 1,425 | $183.7K | 0.02% | −18−1.2% | Reduced |
| Colonial Trust Co | 1,412 | $182.1K | 0.02% | −109−7.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,380 | $177.9K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,363 | $175.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,348 | $173.8K | 0.00% | −10,401−88.5% | Reduced |
| City State Bank | 1,345 | $173.4K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,353 | $171.0K | 0.11% | −404−23.0% | Reduced |
| Frazier Financial Advisors, LLC | 1,325 | $170.8K | 0.10% | −54−3.9% | Reduced |
| Trust Co | 1,317 | $169.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,314 | $169.4K | 0.03% | −938−41.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,256 | $161.9K | 0.05% | −6−0.5% | Reduced |
| Cascades Capital Asset Management, LLC | 1,250 | $161.2K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $154.7K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $154.7K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,183 | $152.6K | 0.00% | −540−31.3% | Reduced |
| Private Trust Co NA | 1,163 | $149.9K | 0.01% | −1,445−55.4% | Reduced |
| JNBA Financial Advisors | 1,114 | $143.6K | 0.01% | −24−2.1% | Reduced |
| CoreCap Advisors, LLC | 1,110 | $143.1K | 0.01% | −221−16.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,069 | $137.8K | 0.00% | −19−1.7% | Reduced |
| Caitlin John, LLC | 1,053 | $135.8K | 0.09% | +1,053 | New |