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 |
|---|---|---|---|---|---|
| Miller Capital Partners, Inc. | 469 | $31.5K | 0.02% | +469 | New |
| Atwood & Palmer Inc | 500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $33.6K | 0.02% | +500 | New |
| Triumph Capital Management | 528 | $35.5K | 0.01% | +528 | New |
| Reflection Asset Management | 535 | $35.9K | 0.03% | +535 | New |
| Financial Perspectives, Inc | 550 | $36.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 559 | $37.5K | 0.01% | +559 | New |
| Garden State Investment Advisory Services LLC | 561 | $37.7K | 0.01% | −242−30.1% | Reduced |
| IAG Wealth Partners, LLC | 606 | $40.7K | 0.00% | +275+83.1% | Added |
| Vestor Capital, LLC | 2,754 | $41.0K | 0.00% | +1,815+193.3% | Added |
| Osterweis Capital Management Inc | 645 | $43.3K | 0.00% | −851−56.9% | Reduced |
| SageView Advisory Group, LLC | 647 | $43.5K | 0.00% | +647 | New |
| Eastern Bank | 658 | $44.2K | 0.00% | +381+137.5% | Added |
| Cary Street Partner Investment Advisory LLC | 675 | $45.3K | 0.01% | −1,695−71.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 685 | $46.0K | 0.00% | −65−8.7% | Reduced |
| Bank of New Hampshire | 685 | $46.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $46.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 690 | $46.3K | 0.02% | +309+81.1% | Added |
| First PREMIER Bank | 704 | $47.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 721 | $48.4K | 0.01% | −13−1.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 725 | $48.7K | 0.01% | +725 | New |
| Cornerstone Planning Group LLC | 753 | $48.9K | 0.01% | +281+59.5% | Added |
| DV Equities, LLC | 749 | $50.3K | 0.01% | +749 | New |
| Pinnacle Wealth Planning Services, Inc. | 751 | $50.4K | 0.01% | +751 | New |
| Keating Financial Advisory Services, Inc. | 760 | $51.0K | 0.01% | +760 | New |
| Raleigh Capital Management Inc. | 763 | $51.3K | 0.02% | −277−26.6% | Reduced |
| Salomon & Ludwin, LLC | 766 | $51.3K | 0.00% | +72+10.4% | Added |
| Trust Co | 779 | $52.3K | 0.00% | −538−40.9% | Reduced |
| Clear Street Markets LLC | 799 | $53.7K | 0.01% | −137−14.6% | Reduced |
| Park Place Capital Corp | 800 | $53.7K | 0.01% | −1,311−62.1% | Reduced |
| Cohen & Steers, Inc. | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 809 | $54.3K | 0.04% | +809 | New |
| TSFG, LLC | 824 | $55.0K | 0.01% | +353+74.9% | Added |
| GW&K Investment Management, LLC | 830 | $56.0K | 0.00% | +489+143.4% | Added |
| Truvestments Capital LLC | 841 | $56.5K | 0.01% | −473−36.0% | Reduced |
| Evermay Wealth Management LLC | 844 | $56.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 847 | $56.9K | 0.01% | +494+139.9% | Added |
| Crewe Advisors LLC | 870 | $58.4K | 0.01% | −840−49.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $58.6K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,042 | $62.5K | 0.02% | +850+442.7% | Added |
| Private Trust Co NA | 1,001 | $67.2K | 0.01% | −162−13.9% | Reduced |
| Abound Wealth Management | 1,001 | $67.3K | 0.02% | +899+881.4% | Added |
| Caitlin John, LLC | 1,005 | $67.5K | 0.04% | −48−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,016 | $68.3K | 0.01% | +298+41.5% | Added |
| TD Private Client Wealth LLC | 1,038 | $69.7K | 0.00% | −310−23.0% | Reduced |
| Basepoint Wealth LLC | 1,054 | $70.8K | 0.04% | +1,054 | New |
| JNBA Financial Advisors | 1,114 | $74.8K | 0.01% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,155 | $77.6K | 0.01% | −10,002−89.6% | Reduced |
| Root Financial Partners, LLC | 1,158 | $77.8K | 0.00% | −281−19.5% | Reduced |
| Aventura Private Wealth, LLC | 1,172 | $78.7K | 0.03% | −914−43.8% | Reduced |
| Cromwell Holdings LLC | 1,183 | $79.5K | 0.04% | −624−34.5% | Reduced |
| Security National Bank | 1,200 | $80.6K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,200 | $80.6K | 0.00% | +1,200 | New |
| CoreCap Advisors, LLC | 1,209 | $81.2K | 0.00% | +99+8.9% | Added |
| JFS Wealth Advisors, LLC | 1,227 | $82.4K | 0.00% | −1,345−52.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,245 | $83.6K | 0.03% | −11−0.9% | Reduced |
| Trust Co of Toledo NA | 1,322 | $88.8K | 0.01% | −442−25.1% | Reduced |
| Frazier Financial Advisors, LLC | 1,325 | $89.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,353 | $91.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,365 | $91.0K | 0.01% | +1,349+8,431.3% | Added |
| Allianz SE | 1,374 | $92.3K | 0.00% | −7,080−83.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,393 | $93.6K | 0.08% | −3,502−71.5% | Reduced |
| S-Bank Fund Management Ltd | 1,405 | $94.4K | 0.01% | −20−1.4% | Reduced |
| Wexford Capital LP | 1,455 | $97.7K | 0.03% | +1,455 | New |
| Basecamp Wealth Advisors LLC | 1,466 | $98.5K | 0.02% | +1,466 | New |
| Essential Partners LLC | 1,498 | $100.6K | 0.03% | −257−14.6% | Reduced |
| Paladin Partners, LLC | 1,500 | $100.8K | 0.08% | +1,500 | New |
| Old Second National Bank of Aurora | 1,513 | $101.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,540 | $103.4K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,570 | $105.5K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,600 | $107.5K | 0.10% | +1,600 | New |
| BOK Financial Private Wealth, Inc. | 1,638 | $110.0K | 0.01% | −41−2.4% | Reduced |
| Onefund, LLC | 1,652 | $111.0K | 0.07% | +85+5.4% | Added |
| Hara Capital LLC | 1,663 | $111.7K | 0.06% | +1,663 | New |
| Center for Financial Planning, Inc. | 1,681 | $112.9K | 0.01% | −634−27.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,695 | $113.9K | 0.04% | −2,803−62.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,695 | $113.9K | 0.00% | −1,494,886−99.9% | Reduced |
| Union Savings Bank | 1,700 | $114.2K | 0.05% | +1,700 | New |
| Rothschild Investment LLC | 1,740 | $116.9K | 0.01% | −1,938−52.7% | Reduced |
| Quent Capital, LLC | 1,746 | $117.3K | 0.01% | −453−20.6% | Reduced |
| Evergreen Private Wealth LLC | 1,975 | $132.7K | 0.05% | +1,204+156.2% | Added |
| Castleark Management LLC | 2,000 | $134.3K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $134.3K | 0.29% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2,000 | $134.3K | 0.11% | +2,000 | New |
| Heritage Wealth Advisors | 2,035 | $136.7K | 0.01% | −1,424−41.2% | Reduced |
| NBC Securities, Inc. | 2,056 | $138.1K | 0.01% | −10,812−84.0% | Reduced |
| Sunbelt Securities, Inc. | 2,075 | $139.4K | 0.01% | +1,216+141.6% | Added |
| Geneos Wealth Management Inc. | 2,082 | $139.8K | 0.00% | −59,784−96.6% | Reduced |
| Lloyd Advisory Services, LLC. | 2,130 | $143.1K | 0.06% | +2,130 | New |
| Colonial Trust Co | 2,168 | $145.6K | 0.02% | +756+53.5% | Added |
| Peterson Wealth Services | 2,218 | $149.0K | 0.04% | −344−13.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,264 | $152.1K | 0.00% | −961−29.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $159.6K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,451 | $159.8K | 0.00% | −175−6.7% | Reduced |
| SBI Securities Co., Ltd. | 2,429 | $163.2K | 0.00% | +2+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 2,500 | $167.9K | 0.00% | −10.0% | Reduced |
| Manchester Capital Management LLC | 2,502 | $168.1K | 0.02% | −3,703−59.7% | Reduced |
| Centaurus Financial, Inc. | 2,549 | $171.0K | 0.01% | −1,828−41.8% | Reduced |
| Stephenson National Bank & Trust | 2,565 | $172.3K | 0.05% | +2,408+1,533.8% | Added |
| Versant Capital Management, Inc | 2,774 | $186.3K | 0.02% | +2,174+362.3% | Added |