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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 13,321 | $1.72M | 0.05% | −1,349−9.2% | Reduced |
| Annex Advisory Services, LLC | 13,314 | $1.72M | 0.04% | +222+1.7% | Added |
| Horizon Investments, LLC | 13,199 | $1.70M | 0.02% | +3,719+39.2% | Added |
| Independence Bank of Kentucky | 13,131 | $1.69M | 0.22% | +10,860+478.2% | Added |
| Farther Finance Advisors, LLC | 13,099 | $1.69M | 0.03% | +434+3.4% | Added |
| MTM Investment Management, LLC | 13,068 | $1.68M | 0.54% | −449−3.3% | Reduced |
| Fayez Sarofim & Co | 13,049 | $1.68M | 0.00% | −390−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 13,040 | $1.68M | 0.03% | −577−4.2% | Reduced |
| Winton Group Ltd | 12,950 | $1.67M | 0.06% | +4,076+45.9% | Added |
| Spirepoint Private Client, LLC | 12,925 | $1.67M | 0.18% | −50.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,887 | $1.66M | 0.13% | −3,590−21.8% | Reduced |
| NBC Securities, Inc. | 12,868 | $1.66M | 0.13% | +796+6.6% | Added |
| Aurora Investment Counsel | 12,814 | $1.65M | 0.87% | +8,754+215.6% | Added |
| Trillium Asset Management, LLC | 12,708 | $1.64M | 0.04% | −214−1.7% | Reduced |
| Eagle Strategies LLC | 12,624 | $1.63M | 0.22% | +12,624 | New |
| ICW Investment Advisors LLC | 12,528 | $1.62M | 0.59% | +1,574+14.4% | Added |
| Newman Dignan & Sheerar, Inc. | 12,514 | $1.61M | 0.35% | +210+1.7% | Added |
| Tower Research Capital LLC (TRC) | 12,491 | $1.61M | 0.04% | −12,429−49.9% | Reduced |
| Palisade Asset Management, LLC | 12,361 | $1.59M | 0.15% | +8+0.1% | Added |
| Quest Partners LLC | 12,361 | $1.59M | 0.10% | +5,470+79.4% | Added |
| Baldwin Investment Management, LLC | 12,325 | $1.59M | 0.18% | −1,450−10.5% | Reduced |
| LGT Group Foundation | 12,598 | $1.59M | 0.02% | +1,661+15.2% | Added |
| Global Retirement Partners, LLC | 12,292 | $1.58M | 0.04% | −1,268−9.4% | Reduced |
| Harbour Investments, Inc. | 12,284 | $1.58M | 0.04% | +271+2.3% | Added |
| Graham Capital Management, L.P. | 12,240 | $1.58M | 0.06% | −21,786−64.0% | Reduced |
| Tiaa Trust, National Association | 12,239 | $1.58M | 0.00% | +1,147+10.3% | Added |
| V-Square Quantitative Management LLC | 12,210 | $1.57M | 0.27% | +771+6.7% | Added |
| Legato Capital Management LLC | 12,122 | $1.56M | 0.17% | +4,446+57.9% | Added |
| LSV Asset Management | 12,028 | $1.55M | 0.00% | +9,888+462.1% | Added |
| Barbara Oil Co. | 12,000 | $1.55M | 0.58% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 11,880 | $1.53M | 0.94% | +97+0.8% | Added |
| Kovack Advisors, Inc. | 11,847 | $1.53M | 0.14% | −20−0.2% | Reduced |
| Signaturefd, LLC | 11,846 | $1.53M | 0.02% | −1,560−11.6% | Reduced |
| Twin Capital Management Inc | 11,822 | $1.52M | 0.19% | −193−1.6% | Reduced |
| Condor Capital Management | 11,736 | $1.51M | 0.12% | −150−1.3% | Reduced |
| Arkadios Wealth Advisors | 11,574 | $1.49M | 0.04% | −1,285−10.0% | Reduced |
| C WorldWide Group Holding A/S | 11,494 | $1.48M | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,446 | $1.48M | 0.01% | −1,482−11.5% | Reduced |
| Quantessence Capital LLC | 11,381 | $1.47M | 0.46% | +11,381 | New |
| AustralianSuper Pty Ltd | 11,379 | $1.47M | 0.01% | +2,127+23.0% | Added |
| Abundance Wealth Counselors | 11,331 | $1.46M | 0.25% | −299−2.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 11,302 | $1.46M | 0.95% | +6,737+147.6% | Added |
| Oppenheimer & Co Inc | 11,255 | $1.45M | 0.02% | +1,757+18.5% | Added |
| Signature Wealth Management Group | 11,234 | $1.45M | 0.56% | −16−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 11,215 | $1.45M | 0.17% | +2,338+26.3% | Added |
| Greenleaf Trust | 11,192 | $1.44M | 0.01% | +39+0.3% | Added |
| Premier Path Wealth Partners, LLC | 11,162 | $1.44M | 0.19% | +8,468+314.3% | Added |
| Arvest Investments, Inc. | 11,157 | $1.44M | 0.21% | −161−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 11,145 | $1.44M | 0.11% | +11,145 | New |
| Knollwood Investment Advisory, LLC | 11,056 | $1.43M | 0.13% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 11,024 | $1.42M | 0.16% | +661+6.4% | Added |
| Level Four Advisory Services, LLC | 10,964 | $1.41M | 0.05% | +3,554+48.0% | Added |
| Bokf, NA | 10,926 | $1.41M | 0.02% | −6,864−38.6% | Reduced |
| Banque Cantonale Vaudoise | 10,907 | $1.41M | 0.05% | +659+6.4% | Added |
| Bridgefront Capital, LLC | 10,888 | $1.40M | 0.41% | +6,837+168.8% | Added |
| Lederer & Associates Investment Counsel | 10,848 | $1.40M | 0.91% | +1,336+14.0% | Added |
| Delphi Management Inc | 10,843 | $1.40M | 1.30% | +2,543+30.6% | Added |
| AdvisorNet Financial, Inc | 10,790 | $1.39M | 0.08% | +169+1.6% | Added |
| Nemes Rush Group LLC | 10,737 | $1.38M | 0.14% | −2,536−19.1% | Reduced |
| Panagora Asset Management Inc | 10,683 | $1.38M | 0.01% | −53,015−83.2% | Reduced |
| Park Avenue Securities LLC | 10,672 | $1.38M | 0.01% | −7,790−42.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,657 | $1.37M | 0.21% | −14,826−58.2% | Reduced |
| Fox Run Management, L.L.C. | 10,559 | $1.36M | 0.21% | −383−3.5% | Reduced |
| Vise Technologies, Inc. | 10,548 | $1.36M | 0.05% | −2,906−21.6% | Reduced |
| Main Street Financial Solutions, LLC | 10,465 | $1.35M | 0.09% | +18+0.2% | Added |
| Umb Bank N A | 10,418 | $1.34M | 0.02% | +895+9.4% | Added |
| IFP Advisors, Inc | 10,409 | $1.34M | 0.03% | −415−3.8% | Reduced |
| MUFG Securities EMEA plc | 10,405 | $1.34M | 0.03% | +8,767+535.2% | Added |
| Boomfish Wealth Group, LLC | 10,381 | $1.34M | 0.72% | +9,180+764.4% | Added |
| Embree Financial Group | 10,244 | $1.32M | 0.18% | +109+1.1% | Added |
| Banco Santander, S.A. | 10,237 | $1.32M | 0.01% | −572−5.3% | Reduced |
| Cresset Asset Management, LLC | 9,884 | $1.27M | 0.01% | +262+2.7% | Added |
| Moody National Bank Trust Division | 9,815 | $1.27M | 0.11% | +719+7.9% | Added |
| Miracle Mile Advisors, LLC | 9,741 | $1.26M | 0.02% | +139+1.4% | Added |
| Inlet Private Wealth, LLC | 9,724 | $1.25M | 0.28% | +9,724 | New |
| Anb Bank | 9,685 | $1.25M | 0.51% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,650 | $1.24M | 0.06% | −1,587−14.1% | Reduced |
| Fiduciary Family Office, LLC | 9,620 | $1.24M | 0.35% | −1,426−12.9% | Reduced |
| Mission Wealth Management, LP | 9,619 | $1.24M | 0.03% | −10,714−52.7% | Reduced |
| Abc Arbitrage SA | 9,575 | $1.23M | 0.12% | +9,575 | New |
| LGT Fund Management Co Ltd. | 9,770 | $1.23M | 0.10% | +4,727+93.7% | Added |
| Burke & Herbert Bank & Trust Co | 9,455 | $1.22M | 0.26% | −195−2.0% | Reduced |
| Johnson Investment Counsel Inc | 9,445 | $1.22M | 0.01% | −22−0.2% | Reduced |
| Smartleaf Asset Management LLC | 9,307 | $1.21M | 0.08% | +1,616+21.0% | Added |
| Cardinal Point Capital Management, ULC | 9,407 | $1.21M | 0.08% | +800+9.3% | Added |
| Aviso Financial Inc. | 9,394 | $1.21M | 0.05% | −5,830−38.3% | Reduced |
| Duncker Streett & Co Inc | 9,390 | $1.21M | 0.21% | −1,098−10.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,358 | $1.21M | 0.33% | −60−0.6% | Reduced |
| Smithfield Trust Co | 9,322 | $1.20M | 0.05% | −451−4.6% | Reduced |
| Montecito Bank & Trust | 9,201 | $1.19M | 0.18% | +9,201 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 9,153 | $1.18M | 0.03% | +832+10.0% | Added |
| DRW Securities, LLC | 9,052 | $1.17M | 0.06% | +94+1.0% | Added |
| Tema ETFs LLC | 9,026 | $1.16M | 0.10% | +9,026 | New |
| Freestone Capital Holdings, LLC | 8,901 | $1.15M | 0.04% | −26−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 8,892 | $1.15M | 0.01% | +191+2.2% | Added |
| Brookstone Capital Management | 8,883 | $1.15M | 0.01% | −624−6.6% | Reduced |
| Qtron Investments LLC | 8,879 | $1.14M | 0.14% | −696−7.3% | Reduced |
| Portfolio Design Labs, LLC | 8,865 | $1.14M | 0.20% | +6,142+225.6% | Added |
| VestGen Advisors, LLC | 8,849 | $1.14M | 0.04% | −904−9.3% | Reduced |
| Callahan Advisors, LLC | 8,829 | $1.14M | 0.10% | −81−0.9% | Reduced |