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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 211 | $27.2K | 0.00% | −285−57.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 211 | $27.2K | 0.01% | +81+62.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $25.8K | 0.02% | −34,282−99.4% | Reduced |
| Solstein Capital, LLC | 198 | $25.5K | 0.01% | −50−20.2% | Reduced |
| Cedar Mountain Advisors, LLC | 196 | $25.3K | 0.00% | +45+29.8% | Added |
| Private Wealth Management Group, LLC | 193 | $24.9K | 0.01% | −47−19.6% | Reduced |
| Sittner & Nelson, LLC | 192 | $24.8K | 0.01% | −100−34.2% | Reduced |
| Wiser Advisor Group LLC | 190 | $24.5K | 0.03% | +190 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 185 | $23.9K | 0.04% | −13−6.6% | Reduced |
| Alerus Financial NA | 185 | $23.9K | 0.00% | +25+15.6% | Added |
| Prestige Wealth Management Group LLC | 182 | $23.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 181 | $23.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 177 | $22.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $22.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 171 | $22.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 163 | $21.0K | 0.01% | +128+365.7% | Added |
| Avion Wealth | 178 | $21.0K | 0.00% | +101+131.2% | Added |
| Pinnacle Bancorp, Inc. | 162 | $20.9K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 159 | $20.5K | 0.01% | +6+3.9% | Added |
| Stephenson National Bank & Trust | 157 | $20.2K | 0.01% | +157 | New |
| Rational Advisors LLC | 155 | $20.0K | 0.00% | +11+7.6% | Added |
| Hoey Investments, Inc | 152 | $19.6K | 0.00% | +100+192.3% | Added |
| Compass Financial Services Inc | 150 | $19.3K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 149 | $19.2K | 0.00% | +149 | New |
| Boyd Watterson Asset Management LLC | 149 | $19.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 136 | $17.5K | 0.00% | +21+18.3% | Added |
| Bruce G. Allen Investments, LLC | 135 | $17.4K | 0.01% | −15−10.0% | Reduced |
| CNB Bank | 130 | $16.8K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 128 | $16.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 127 | $16.4K | 0.00% | −247−66.0% | Reduced |
| Asset Dedication, LLC | 124 | $16.0K | 0.00% | −33−21.0% | Reduced |
| Raffa Wealth Management, LLC | 119 | $15.3K | 0.00% | +24+25.3% | Added |
| Howard Hughes Medical Institute | 117 | $15.1K | 0.01% | −5−4.1% | Reduced |
| Dogwood Wealth Management LLC | 113 | $14.6K | 0.01% | −6,945−98.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 112 | $14.4K | 0.00% | +112 | New |
| Moisand Fitzgerald Tamayo, LLC | 110 | $14.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 109 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 108 | $13.9K | 0.00% | −498−82.2% | Reduced |
| Aspect Partners, LLC | 106 | $13.7K | 0.01% | +7+7.1% | Added |
| Hurley Capital, LLC | 105 | $13.5K | 0.01% | +5+5.0% | Added |
| Abound Wealth Management | 102 | $13.1K | 0.00% | −21−17.1% | Reduced |
| Godsey & Gibb Associates | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 100 | $12.9K | 0.00% | +100 | New |
| SWAN Capital LLC | 100 | $12.9K | 0.01% | +100 | New |
| Creative Financial Designs Inc | 96 | $12.4K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 93 | $12.0K | 0.00% | +93 | New |
| Pineridge Advisors LLC | 91 | $11.7K | 0.00% | −8−8.1% | Reduced |
| Noble Wealth Management PBC | 91 | $11.7K | 0.01% | +91 | New |
| Delta Asset Management LLC | 90 | $11.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $11.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $11.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 87 | $11.2K | 0.01% | +51+141.7% | Added |
| Centerpoint Advisors, LLC | 84 | $11.0K | 0.00% | +84 | New |
| Kilter Group LLC | 85 | $11.0K | 0.01% | −37−30.3% | Reduced |
| Bullock Wealth Management Group | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 81 | $10.4K | 0.00% | +81 | New |
| Hanson & Doremus Investment Management | 80 | $10.0K | 0.00% | −60−42.9% | Reduced |
| Ogorek Anthony Joseph | 84 | $10.0K | 0.00% | −16−16.0% | Reduced |
| Arlington Trust Co LLC | 73 | $9.41K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 73 | $9.41K | 0.00% | +50+217.4% | Added |
| Sachetta, LLC | 72 | $9.28K | 0.00% | −27−27.3% | Reduced |
| Tortoise Investment Management, LLC | 69 | $8.90K | 0.00% | −32−31.7% | Reduced |
| Red Tortoise LLC | 67 | $8.64K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 65 | $8.38K | 0.00% | +65 | New |
| IMG Wealth Management, Inc. | 56 | $7.22K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 53 | $6.83K | 0.00% | +53 | New |
| Wealth Watch Advisors, INC | 53 | $6.83K | 0.00% | +53 | New |
| Consultiva Wealth Management, Corp. | 51 | $6.58K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $6.35K | 0.00% | −106−68.4% | Reduced |
| Bayforest Capital Ltd | 46 | $5.93K | 0.00% | +46 | New |
| Bare Financial Services, Inc | 44 | $5.67K | 0.00% | −9−17.0% | Reduced |
| Pandora Wealth, Inc. | 44 | $5.67K | 0.00% | −37−45.7% | Reduced |
| TCTC Holdings, LLC | 44 | $5.67K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $5.54K | 0.00% | +12+38.7% | Added |
| ROSS\JOHNSON & Associates LLC | 42 | $5.42K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $5.42K | 0.00% | +4+10.5% | Added |
| Guerra Advisors Inc | 42 | $5.42K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $5.25K | 0.00% | −1−2.6% | Reduced |
| Horizon Financial Services, LLC | 40 | $5.16K | 0.00% | +13+48.1% | Added |
| Tidemark, LLC | 39 | $5.03K | 0.00% | +2+5.4% | Added |
| Cloud Capital Management, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Beaird Harris Wealth Management, LLC | 37 | $4.77K | 0.00% | +16+76.2% | Added |
| Tompkins Financial Corp | 35 | $4.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $4.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 33 | $4.26K | 0.02% | −64−66.0% | Reduced |
| ZRC Wealth Management, LLC | 33 | $4.25K | 0.00% | +33 | New |
| BFSG, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 31 | $4.00K | 0.00% | +31 | New |
| Fairway Wealth LLC | 30 | $3.87K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 29 | $3.74K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $3.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 26 | $3.35K | 0.00% | −74−74.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $3.22K | 0.00% | −7−21.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 25 | $3.22K | 0.00% | +25 | New |
| TFC Financial Management | 24 | $3.10K | 0.00% | −1−4.0% | Reduced |
| New Millennium Group LLC | 23 | $2.96K | 0.00% | +2+9.5% | Added |
| Strategic Advocates LLC | 23 | $2.96K | 0.00% | +23 | New |