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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 19,918 | $2.57M | 0.03% | +1,257+6.7% | Added |
| Concurrent Investment Advisors, LLC | 19,914 | $2.57M | 0.04% | +6,953+53.6% | Added |
| Steinberg Asset Management LLC | 19,859 | $2.56M | 1.84% | +19,859 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,812 | $2.55M | 0.00% | −1,903,933−99.0% | Reduced |
| Independent Advisor Alliance | 19,754 | $2.55M | 0.07% | +6,693+51.2% | Added |
| Everence Capital Management Inc | 19,746 | $2.55M | 0.15% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 19,658 | $2.54M | 1.74% | +10,888+124.2% | Added |
| Oak Thistle LLC | 19,602 | $2.53M | 0.39% | +19,602 | New |
| Ofi Invest Asset Management | 23,029 | $2.53M | 0.05% | +762+3.4% | Added |
| Graham Capital Wealth Management, LLC | 19,411 | $2.50M | 2.55% | +19,411 | New |
| Fairvoy Private Wealth, LLC | 19,318 | $2.49M | 0.57% | +1,089+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,291 | $2.49M | 0.09% | +239+1.3% | Added |
| Plato Investment Management Ltd | 19,378 | $2.48M | 0.17% | +959+5.2% | Added |
| Robertson Stephens Wealth Management, LLC | 19,206 | $2.48M | 0.07% | −1,821−8.7% | Reduced |
| Merit Financial Group, LLC | 19,179 | $2.47M | 0.02% | +14+0.1% | Added |
| Cox Capital Mgt LLC | 19,140 | $2.47M | 1.61% | +64+0.3% | Added |
| Agate Pass Investment Management, LLC | 19,080 | $2.46M | 0.94% | −987−4.9% | Reduced |
| Campbell Newman Asset Management Inc | 18,972 | $2.45M | 0.18% | +36+0.2% | Added |
| KLCM Advisors, Inc. | 18,943 | $2.44M | 0.24% | −25−0.1% | Reduced |
| Equitable Holdings, Inc. | 18,929 | $2.44M | 0.02% | +4,087+27.5% | Added |
| Delta Global Management LP | 18,919 | $2.44M | 0.18% | +18,919 | New |
| Harbor Investment Advisory, LLC | 18,779 | $2.42M | 0.20% | +3,576+23.5% | Added |
| Trinity Financial Advisors LLC | 18,532 | $2.39M | 0.69% | 00.0% | Unchanged |
| Ssa Swiss Advisors AG | 18,295 | $2.38M | 1.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 18,383 | $2.37M | 0.06% | −13,547−42.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 18,325 | $2.36M | 0.61% | −98−0.5% | Reduced |
| Berger Financial Group, Inc | 18,211 | $2.35M | 0.14% | −168−0.9% | Reduced |
| Wealthspire Advisors, LLC | 18,142 | $2.34M | 0.01% | −5,860−24.4% | Reduced |
| Union Bancaire Privee, UBP SA | 20,395 | $2.33M | 0.05% | −24,892−55.0% | Reduced |
| Prelude Capital Management, LLC | 17,944 | $2.31M | 0.18% | +12,610+236.4% | Added |
| Nilsine Partners, LLC | 17,935 | $2.31M | 0.21% | −16,369−47.7% | Reduced |
| TownSquare Capital, LLC | 17,909 | $2.31M | 0.35% | −1,225−6.4% | Reduced |
| Shell Asset Management Co | 17,883 | $2.31M | 0.23% | −55,504−75.6% | Reduced |
| Sterling Capital Management LLC | 17,560 | $2.26M | 0.03% | −1,673−8.7% | Reduced |
| Albert D Mason Inc | 17,502 | $2.26M | 1.47% | +2,993+20.6% | Added |
| VisionPoint Advisory Group, LLC | 17,470 | $2.25M | 0.45% | −691−3.8% | Reduced |
| Equitable Trust Co | 17,446 | $2.25M | 0.10% | +1,942+12.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,326 | $2.23M | 0.03% | −361−2.0% | Reduced |
| Hall Laurie J Trustee | 17,215 | $2.22M | 0.73% | −300−1.7% | Reduced |
| Cozad Asset Management Inc | 17,197 | $2.22M | 0.18% | −34,224−66.6% | Reduced |
| AMG National Trust Bank | 17,114 | $2.21M | 0.05% | −341−2.0% | Reduced |
| Ellenbecker Investment Group | 17,078 | $2.20M | 0.32% | −706−4.0% | Reduced |
| Hancock Whitney Corp | 17,053 | $2.20M | 0.04% | +1,339+8.5% | Added |
| Fulton Bank, N.A. | 16,873 | $2.18M | 0.08% | +463+2.8% | Added |
| Sawyer & Company, Inc | 12,573 | $2.17M | 0.82% | +12,573 | New |
| Unique Wealth, LLC | 16,764 | $2.16M | 0.32% | −185−1.1% | Reduced |
| GAMMA Investing LLC | 16,682 | $2.15M | 0.12% | −2,321−12.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,487 | $2.13M | 0.02% | +1,769+12.0% | Added |
| North Star Investment Management Corp. | 16,272 | $2.10M | 0.13% | +40.0% | Added |
| Country Club Bank | 15,908 | $2.08M | 0.12% | +15,908 | New |
| Argyle Capital Management Inc. | 16,094 | $2.07M | 0.72% | +200+1.3% | Added |
| Brighton Jones LLC | 15,998 | $2.06M | 0.05% | +5,331+50.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 15,935 | $2.05M | 0.72% | +8,118+103.9% | Added |
| WESCAP Management Group, Inc. | 15,820 | $2.04M | 0.43% | −210−1.3% | Reduced |
| Greenup Street Wealth Management LLC | 15,797 | $2.04M | 0.31% | +15,797 | New |
| Scotia Capital Inc. | 15,725 | $2.03M | 0.01% | +1,373+9.6% | Added |
| Quadrant Capital Group LLC | 15,659 | $2.02M | 0.07% | +1,971+14.4% | Added |
| Clayton Partners LLC | 15,463 | $1.99M | 1.51% | −15−0.1% | Reduced |
| Palouse Capital Management, Inc. | 15,417 | $1.99M | 1.26% | +15,417 | New |
| Citizens Financial Group Inc | 15,394 | $1.98M | 0.03% | +1,434+10.3% | Added |
| Poehling Capital Management, LLC | 15,332 | $1.98M | 0.42% | +15,332 | New |
| Campbell & CO Investment Adviser LLC | 15,284 | $1.97M | 0.15% | +9,524+165.3% | Added |
| Cypress Advisory Group LLC | 15,202 | $1.96M | 1.45% | +1,652+12.2% | Added |
| Point72 (DIFC) Ltd | 15,067 | $1.94M | 0.14% | −42,866−74.0% | Reduced |
| Mutual Advisors, LLC | 15,669 | $1.94M | 0.04% | +8,834+129.2% | Added |
| Community Bank, N.A. | 15,049 | $1.94M | 0.23% | +9,261+160.0% | Added |
| Ameritas Advisory Services, LLC | 14,957 | $1.93M | 0.13% | +5,272+54.4% | Added |
| Focus Financial Network, Inc. | 14,927 | $1.92M | 0.07% | −2,441−14.1% | Reduced |
| Kendall Capital Management | 14,873 | $1.92M | 0.43% | −245−1.6% | Reduced |
| MUFG Securities Americas Inc. | 14,659 | $1.89M | 0.12% | +2,372+19.3% | Added |
| Coppell Advisory Solutions LLC | 14,360 | $1.87M | 0.20% | +14,360 | New |
| Meeder Advisory Services, Inc. | 14,473 | $1.87M | 0.09% | −846−5.5% | Reduced |
| Roundview Capital LLC | 14,404 | $1.86M | 0.12% | −799−5.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,393 | $1.86M | 0.05% | +3,260+29.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,283 | $1.84M | 0.57% | +1,086+8.2% | Added |
| Benjamin Edwards Inc | 14,266 | $1.84M | 0.02% | −4,706−24.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,236 | $1.84M | 0.12% | −1,170−7.6% | Reduced |
| Dakota Wealth Management | 14,235 | $1.84M | 0.04% | +1,669+13.3% | Added |
| Ostrum Asset Management | 14,231 | $1.83M | 0.08% | −433−3.0% | Reduced |
| Group One Trading, L.P. | 14,169 | $1.83M | 0.05% | +14,169 | New |
| Axxcess Wealth Management, LLC | 14,149 | $1.82M | 0.04% | −1,227−8.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,097 | $1.82M | 0.31% | +826+6.2% | Added |
| Skopos Labs, Inc. | 10,501 | $1.81M | 0.24% | −298−2.8% | Reduced |
| Howland Capital Management LLC | 13,941 | $1.80M | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 13,908 | $1.79M | 0.10% | +9,296+201.6% | Added |
| Jacobi Capital Management LLC | 13,874 | $1.79M | 0.11% | +1,871+15.6% | Added |
| Cullen Investment Group, Ltd. | 14,017 | $1.79M | 0.24% | +712+5.4% | Added |
| Wetherby Asset Management Inc | 13,793 | $1.78M | 0.07% | −1,261−8.4% | Reduced |
| Gamco Investors, Inc. Et Al | 13,775 | $1.78M | 0.02% | +8,575+164.9% | Added |
| Ashton Thomas Private Wealth, LLC | 13,738 | $1.77M | 0.05% | −3,515−20.4% | Reduced |
| BDF-Gestion | 13,724 | $1.77M | 0.21% | −2,856−17.2% | Reduced |
| Sumitomo Life Insurance Co | 13,638 | $1.76M | 0.05% | −6,132−31.0% | Reduced |
| Mendel Money Management | 13,552 | $1.75M | 0.73% | +5,380+65.8% | Added |
| PEAK6 LLC | 13,552 | $1.75M | 0.04% | +13,552 | New |
| Eads & Heald Wealth Management | 13,550 | $1.75M | 0.83% | −982−6.8% | Reduced |
| City Holding Co | 13,517 | $1.74M | 0.22% | −2,350−14.8% | Reduced |
| Johnson Financial Group, Inc. | 13,502 | $1.74M | 0.07% | +3,132+30.2% | Added |
| Auxier Asset Management | 13,440 | $1.73M | 0.24% | +13,440 | New |
| Hardy Reed LLC | 13,426 | $1.73M | 0.13% | +11+0.1% | Added |
| Boston Family Office LLC | 13,392 | $1.73M | 0.11% | 00.0% | Unchanged |