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, Q4 2025
Institutional positions in Fiserv Inc as of Dec 31, 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
- 1,401
- −296 vs. Q3 2025
- Shares held
- 477.8M
- −1.59M (−0.3%) vs. Q3 2025
- Total value
- $32.2B
- −$29.6B (−47.9%) vs. Q3 2025
- New holders
- 222
- 413 more added
- Sold out
- 518
- 671 more reduced
39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $6.05K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 91 | $6.11K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 93 | $6.25K | 0.00% | +93 | New |
| Stephens Consulting, LLC | 98 | $6.58K | 0.00% | +98 | New |
| Clayton Financial Group LLC | 98 | $6.58K | 0.00% | +98 | New |
| J.Safra Asset Management Corp | 99 | $6.65K | 0.00% | +99 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $6.72K | 0.01% | −85−45.9% | Reduced |
| Godsey & Gibb Associates | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| Value Holdings Management Co. LLC | 100 | $7.00K | 0.00% | −45,900−99.8% | Reduced |
| Ogorek Anthony Joseph | 110 | $7.00K | 0.00% | +26+31.0% | Added |
| City Holding Co | 115 | $7.72K | 0.00% | −13,402−99.1% | Reduced |
| Kilter Group LLC | 115 | $7.72K | 0.00% | +30+35.3% | Added |
| Howard Hughes Medical Institute | 116 | $7.79K | 0.00% | −1−0.9% | Reduced |
| Richardson Financial Services Inc. | 123 | $8.26K | 0.01% | −36−22.6% | Reduced |
| Meeder Asset Management Inc | 123 | $8.26K | 0.00% | −4−3.1% | Reduced |
| Alerus Financial NA | 125 | $8.40K | 0.00% | −60−32.4% | Reduced |
| Pinnacle Bancorp, Inc. | 125 | $8.40K | 0.00% | −37−22.8% | Reduced |
| Westfuller Advisors, LLC | 128 | $8.60K | 0.00% | −151−54.1% | Reduced |
| Miller Global Investments, LLC | 129 | $8.66K | 0.01% | +129 | New |
| Elkhorn Partners Limited Partnership | 130 | $8.73K | 0.01% | +130 | New |
| Bank of Jackson Hole Trust | 131 | $8.80K | 0.00% | +131 | New |
| Vega Investment Solutions | 131 | $8.80K | 0.00% | +131 | New |
| Country Trust Bank | 137 | $9.20K | 0.00% | −359,599−100.0% | Reduced |
| Hoey Investments, Inc | 137 | $9.20K | 0.00% | −15−9.9% | Reduced |
| Union Bancaire Privee, UBP SA | 141 | $9.52K | 0.00% | −20,254−99.3% | Reduced |
| Boyd Watterson Asset Management LLC | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 149 | $10.0K | 0.01% | +149 | New |
| Prestige Wealth Management Group LLC | 149 | $10.0K | 0.00% | −33−18.1% | Reduced |
| Compass Financial Services Inc | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 152 | $10.2K | 0.00% | −81−34.8% | Reduced |
| Sarver Vrooman Wealth Advisors | 171 | $11.5K | 0.01% | −104−37.8% | Reduced |
| Gables Capital Management Inc. | 171 | $11.5K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 172 | $11.6K | 0.00% | −8,277−98.0% | Reduced |
| Kemnay Advisory Services Inc. | 174 | $11.7K | 0.00% | +174 | New |
| Phillip James Consulting Co. | 182 | $12.0K | 0.21% | +182 | New |
| Newbridge Financial Services Group, Inc. | 180 | $12.1K | 0.00% | −80−30.8% | Reduced |
| Torren Management, LLC | 190 | $12.8K | 0.01% | +190 | New |
| Wolff Wiese Magana LLC | 190 | $12.8K | 0.01% | +15+8.6% | Added |
| Covestor Ltd | 198 | $13.0K | 0.01% | −140−41.4% | Reduced |
| Sankala Group LLC | 211 | $13.1K | 0.01% | +211 | New |
| Financial Network Wealth Advisors LLC | 197 | $13.2K | 0.01% | −178−47.5% | Reduced |
| Rational Advisors LLC | 198 | $13.3K | 0.00% | +43+27.7% | Added |
| Gould Capital, LLC | 199 | $13.4K | 0.01% | −6,472−97.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 200 | $13.4K | 0.00% | +200 | New |
| Capital Analysts, LLC | 211 | $14.0K | 0.00% | −24,374−99.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 209 | $14.0K | 0.00% | −2,508−92.3% | Reduced |
| Crews Bank & Trust | 209 | $14.0K | 0.00% | −200−48.9% | Reduced |
| Park Square Financial Group, LLC | 69 | $14.2K | 0.08% | +36+109.1% | Added |
| United Community Bank | 215 | $14.4K | 0.01% | −6,765−96.9% | Reduced |
| Archer Investment Corp | 216 | $14.5K | 0.00% | −3,196−93.7% | Reduced |
| Rossby Financial, LCC | 217 | $14.6K | 0.00% | −2,599−92.3% | Reduced |
| ZRC Wealth Management, LLC | 219 | $14.7K | 0.01% | +186+563.6% | Added |
| Kennebec Savings Bank | 220 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 223 | $14.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 229 | $15.4K | 0.00% | +229 | New |
| Elyxium Wealth, LLC | 229 | $15.4K | 0.00% | +229 | New |
| Redmont Wealth Advisors LLC | 231 | $15.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $15.6K | 0.00% | −77−24.9% | Reduced |
| CVA Family Office, LLC | 244 | $16.4K | 0.00% | −2,360−90.6% | Reduced |
| Midwest Capital Advisors, LLC | 244 | $16.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 250 | $16.8K | 0.00% | −200−44.4% | Reduced |
| ORG Partners LLC | 266 | $17.9K | 0.00% | +36+15.7% | Added |
| MCF Advisors LLC | 268 | $18.0K | 0.00% | +132+97.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 275 | $18.5K | 0.01% | +275 | New |
| MV Capital Management, Inc. | 282 | $18.9K | 0.00% | −301−51.6% | Reduced |
| Activest Wealth Management | 291 | $19.5K | 0.00% | +248+576.7% | Added |
| SWAN Capital LLC | 300 | $20.2K | 0.01% | +200+200.0% | Added |
| Medallion Wealth Advisors, LLC | 310 | $20.8K | 0.01% | +74+31.4% | Added |
| Westside Investment Management, Inc. | 312 | $21.0K | 0.00% | −174−35.8% | Reduced |
| True Wealth Design, LLC | 312 | $21.0K | 0.01% | +81+35.1% | Added |
| Global Trust Asset Management, LLC | 327 | $22.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 334 | $22.4K | 0.02% | −1−0.3% | Reduced |
| High Note Wealth, LLC | 335 | $22.5K | 0.00% | +115+52.3% | Added |
| Financial Management Professionals, Inc. | 338 | $22.7K | 0.00% | −106−23.9% | Reduced |
| UMA Financial Services, Inc. | 349 | $23.4K | 0.00% | −629−64.3% | Reduced |
| LRI Investments, LLC | 19,689 | $23.7K | 0.00% | −806−3.9% | Reduced |
| Piscataqua Savings Bank | 355 | $23.8K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 363 | $24.4K | 0.00% | +363 | New |
| Hoese & Co LLP | 368 | $24.7K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 374 | $25.1K | 0.00% | −611−62.0% | Reduced |
| Private Wealth Asset Management, LLC | 378 | $25.4K | 0.00% | −1,056−73.6% | Reduced |
| Compagnie Lombard Odier SCmA | 380 | $25.5K | 0.00% | −1,000−72.5% | Reduced |
| Goodman Advisory Group, LLC | 395 | $26.5K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 395 | $26.5K | 0.03% | +395 | New |
| Kimelman & Baird, LLC | 400 | $26.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 402 | $27.0K | 0.00% | −439−52.2% | Reduced |
| Ancora Advisors, LLC | 416 | $27.9K | 0.00% | −324−43.8% | Reduced |
| Mendota Financial Group, LLC | 419 | $28.1K | 0.02% | +419 | New |
| Godfrey Financial Associates, Inc. | 426 | $28.6K | 0.02% | +426 | New |
| Capital Advisors, Ltd. LLC | 425 | $29.0K | 0.00% | +92+27.6% | Added |
| GHP Investment Advisors, Inc. | 444 | $29.8K | 0.00% | −410−48.0% | Reduced |
| Eagle Bay Advisors LLC | 450 | $30.2K | 0.02% | +450 | New |
| Princeton Global Asset Management LLC | 455 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 457 | $30.7K | 0.00% | −57,579−99.2% | Reduced |