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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 2,917 | $196.0K | 0.00% | −238,209−98.8% | Reduced |
| Larson Financial Group LLC | 2,919 | $196.1K | 0.01% | +65+2.3% | Added |
| Nemes Rush Group LLC | 2,953 | $198.4K | 0.02% | −7,784−72.5% | Reduced |
| Parkside Financial Bank & Trust | 2,981 | $200.2K | 0.02% | −1,052−26.1% | Reduced |
| Venture Visionary Partners LLC | 2,999 | $201.4K | 0.01% | −974−24.5% | Reduced |
| Promethium Advisors,llc | 3,000 | $201.5K | 0.11% | −1,650−35.5% | Reduced |
| Northland Securities, Inc. | 3,000 | $201.5K | 0.19% | +3,000 | New |
| Pavaki Capital Management LLC | 3,000 | $201.5K | 0.14% | +3,000 | New |
| CWA Asset Management Group, LLC | 3,002 | $201.6K | 0.01% | −3,981−57.0% | Reduced |
| Epiq Partners, LLC | 3,008 | $202.0K | 0.09% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 3,010 | $202.2K | 0.04% | +3,010 | New |
| Wulff, Hansen & Co. | 3,015 | $202.5K | 0.17% | +3,015 | New |
| Trust Co of Virginia | 3,020 | $202.9K | 0.02% | −175−5.5% | Reduced |
| JGP Wealth Management, LLC | 3,042 | $204.3K | 0.02% | −5,420−64.1% | Reduced |
| Buckingham Strategic Partners | 3,043 | $204.4K | 0.00% | +272+9.8% | Added |
| Camden Capital, LLC | 3,059 | $205.5K | 0.01% | +3,059 | New |
| Alpha Cubed Investments, LLC | 3,063 | $205.7K | 0.01% | −1,296−29.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $206.9K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,091 | $207.6K | 0.02% | −60−1.9% | Reduced |
| Register Financial Advisors LLC | 3,100 | $208.2K | 0.08% | −3,900−55.7% | Reduced |
| Empower Advisory Group, LLC | 3,109 | $208.8K | 0.00% | −3,798−55.0% | Reduced |
| Chemistry Wealth Management LLC | 3,111 | $209.0K | 0.04% | +3,111 | New |
| Fukoku Mutual Life Insurance Co | 3,122 | $209.7K | 0.01% | +1,415+82.9% | Added |
| Teza Capital Management LLC | 3,152 | $211.7K | 0.68% | +491+18.5% | Added |
| Atlantic Trust, LLC | 3,166 | $212.7K | 0.03% | −54−1.7% | Reduced |
| NorthRock Partners, LLC | 3,167 | $212.7K | 0.00% | −4,554−59.0% | Reduced |
| Scotia Capital Inc. | 3,191 | $214.3K | 0.00% | −12,534−79.7% | Reduced |
| Highland Financial Advisors, LLC | 3,199 | $214.9K | 0.06% | +3,199 | New |
| Paragon Capital Management Ltd | 3,200 | $214.9K | 0.04% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 3,212 | $215.8K | 0.14% | −8,668−73.0% | Reduced |
| First Nebraska Trust Co | 3,235 | $217.3K | 0.02% | −4,500−58.2% | Reduced |
| First National Advisers, LLC | 3,246 | $218.0K | 0.03% | −21,689−87.0% | Reduced |
| Dakota Wealth Management | 3,254 | $218.6K | 0.00% | −10,981−77.1% | Reduced |
| Summit Financial, LLC | 3,266 | $219.4K | 0.00% | −1,493−31.4% | Reduced |
| LVZ Advisors, Inc. | 3,280 | $220.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,209 | $220.7K | 0.00% | +376+13.3% | Added |
| VeraBank, N.A. | 3,295 | $221.3K | 0.04% | −1,500−31.3% | Reduced |
| First Interstate Bank | 3,296 | $221.4K | 0.01% | −5,008−60.3% | Reduced |
| Miramar Capital, LLC | 3,300 | $221.7K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,331 | $223.7K | 0.03% | +1,027+44.6% | Added |
| Beacon Financial Advisory LLC | 3,334 | $223.9K | 0.05% | +525+18.7% | Added |
| TCG Advisory Services, LLC | 3,348 | $224.9K | 0.01% | +1,428+74.4% | Added |
| Aspire Private Capital, LLC | 3,362 | $225.8K | 0.05% | −212−5.9% | Reduced |
| Koshinski Asset Management, Inc. | 3,364 | $226.0K | 0.01% | −703−17.3% | Reduced |
| Optimize Financial Inc | 3,391 | $227.8K | 0.11% | +48+1.4% | Added |
| Alan B. Lancz & Associates, Inc. | 3,400 | $228.4K | 0.20% | +3,400 | New |
| Shelton Capital Management | 3,444 | $231.3K | 0.00% | −200−5.5% | Reduced |
| Quadrant Capital Group LLC | 3,447 | $231.5K | 0.01% | −12,212−78.0% | Reduced |
| Savvy Advisors, Inc. | 3,449 | $231.7K | 0.01% | +238+7.4% | Added |
| MMBG Investment Advisors Co. | 3,450 | $231.7K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 3,461 | $232.5K | 0.05% | −3,133−47.5% | Reduced |
| Whittier Trust Co | 3,390 | $233.1K | 0.00% | −3,045−47.3% | Reduced |
| Adviser Investments LLC | 3,479 | $233.7K | 0.00% | +797+29.7% | Added |
| WBH Advisory Inc | 3,528 | $237.0K | 0.02% | +1,008+40.0% | Added |
| TrueWealth Advisors, LLC | 3,534 | $237.4K | 0.06% | +1,840+108.6% | Added |
| Citadel Investment Advisory, Inc. | 3,550 | $238.0K | 0.10% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 3,545 | $238.1K | 0.03% | −5,011−58.6% | Reduced |
| Chesapeake Wealth Management | 3,553 | $238.7K | 0.07% | −477−11.8% | Reduced |
| Bridgewater Advisors Inc. | 3,680 | $241.9K | 0.02% | +366+11.0% | Added |
| Westbourne Investment Advisors, Inc. | 3,634 | $244.1K | 0.07% | −1,000−21.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,654 | $245.4K | 0.02% | −626−14.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,688 | $247.0K | 0.08% | −2,075−36.0% | Reduced |
| Westpac Banking Corp | 3,686 | $247.6K | 0.02% | −3,517−48.8% | Reduced |
| Belpointe Asset Management LLC | 3,695 | $248.2K | 0.01% | +1,518+69.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,709 | $249.1K | 0.00% | −4,083−52.4% | Reduced |
| Citizens National Bank Trust Department | 3,750 | $251.9K | 0.04% | −65−1.7% | Reduced |
| Perigon Wealth Management, LLC | 3,760 | $252.6K | 0.00% | −174−4.4% | Reduced |
| NBT Bank N A | 3,812 | $256.1K | 0.02% | −3,390−47.1% | Reduced |
| Western Wealth Management, LLC | 3,820 | $256.6K | 0.01% | +1,578+70.4% | Added |
| National Asset Management, Inc. | 3,862 | $259.4K | 0.01% | −3,368−46.6% | Reduced |
| Prasad Wealth Partners, LLC | 3,865 | $259.6K | 0.07% | −284−6.8% | Reduced |
| State of Wyoming | 3,874 | $260.2K | 0.03% | +1,226+46.3% | Added |
| Nicolet Bankshares Inc | 3,885 | $261.0K | 0.04% | −1,191−23.5% | Reduced |
| Boit C F David | 3,750 | $261.9K | 0.11% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,908 | $262.5K | 0.06% | +48+1.2% | Added |
| Rexford Capital Inc | 3,909 | $262.6K | 0.20% | +3,909 | New |
| Prospera Financial Services Inc | 3,935 | $264.3K | 0.00% | −3,378−46.2% | Reduced |
| Capital Investment Advisors, LLC | 3,950 | $265.3K | 0.00% | −1,013−20.4% | Reduced |
| Renaissance Group LLC | 3,953 | $265.5K | 0.01% | −210,401−98.2% | Reduced |
| Transcend Wealth Collective, LLC | 3,983 | $267.5K | 0.02% | −4,272−51.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,990 | $268.0K | 0.01% | +3,990 | New |
| Ipsen Advisor Group LLC | 4,000 | $268.7K | 0.19% | −402−9.1% | Reduced |
| RBF Capital, LLC | 4,000 | $268.7K | 0.01% | 00.0% | Unchanged |
| JBF Capital, Inc. | 4,000 | $268.7K | 0.04% | +4,000 | New |
| Vista Capital Partners, Inc. | 4,011 | $269.4K | 0.03% | −1,146−22.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,023 | $270.2K | 0.07% | +207+5.4% | Added |
| Washington Trust Co | 4,026 | $270.4K | 0.01% | −1,146−22.2% | Reduced |
| Boston Trust Walden Corp | 4,035 | $271.0K | 0.00% | −2,411−37.4% | Reduced |
| Aspire Growth Partners LLC | 4,047 | $271.8K | 0.19% | −988−19.6% | Reduced |
| Carnegie Lake Advisors LLC | 4,050 | $272.0K | 0.10% | +4,050 | New |
| Connecticut Wealth Management, LLC | 4,056 | $272.4K | 0.01% | −223−5.2% | Reduced |
| Sage Mountain Advisors LLC | 4,098 | $275.3K | 0.01% | +1,462+55.5% | Added |
| Perkins Coie Trust Co | 4,100 | $275.4K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,104 | $275.7K | 0.02% | +2,021+97.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,119 | $276.7K | 0.05% | −118−2.8% | Reduced |
| PFG Investments, LLC | 4,139 | $278.0K | 0.01% | +1,149+38.4% | Added |
| Chilton Investment Co LLC | 4,149 | $278.7K | 0.01% | −1,121−21.3% | Reduced |
| St Germain D J Co Inc | 4,156 | $279.2K | 0.01% | −250−5.7% | Reduced |
| Stonebridge Capital Advisors LLC | 4,165 | $279.7K | 0.02% | −153−3.5% | Reduced |