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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 4,170 | $280.1K | 0.04% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 4,181 | $280.8K | 0.13% | −2,445−36.9% | Reduced |
| Atomi Financial Group, Inc. | 4,187 | $281.2K | 0.01% | +729+21.1% | Added |
| NorthCrest Asset Manangement, LLC | 4,216 | $282.4K | 0.01% | −28,678−87.2% | Reduced |
| Journey Strategic Wealth LLC | 4,225 | $283.8K | 0.01% | +1,219+40.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,236 | $284.5K | 0.00% | −1,868−30.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,277 | $287.3K | 0.08% | +4,277 | New |
| First National Bank & Trust Co of Newtown | 4,280 | $287.5K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,291 | $288.2K | 0.05% | +3+0.1% | Added |
| Independent Financial Group, LLC | 4,311 | $289.6K | 0.01% | +4,311 | New |
| Meritage Portfolio Management | 4,333 | $291.0K | 0.02% | −2,317−34.8% | Reduced |
| Diversify Advisory Services, LLC | 4,398 | $291.5K | 0.01% | +4,398 | New |
| Forbes J M & Co LLP | 4,343 | $291.7K | 0.02% | −140−3.1% | Reduced |
| Wealthcare Advisory Partners LLC | 4,359 | $292.8K | 0.01% | +2,450+128.3% | Added |
| Cercano Management LLC | 4,367 | $293.3K | 0.01% | +4,367 | New |
| MidFirst Bank | 4,383 | $294.4K | 0.02% | +4,383 | New |
| Secure Asset Management, LLC | 4,391 | $294.9K | 0.05% | +794+22.1% | Added |
| Sepio Capital, LP | 4,395 | $295.2K | 0.02% | +4,395 | New |
| City State Bank | 4,435 | $297.9K | 0.08% | +3,090+229.7% | Added |
| Caldwell Trust Co | 4,445 | $298.6K | 0.03% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 4,446 | $298.6K | 0.03% | +4,446 | New |
| Okabena Investment Services Inc | 4,451 | $299.0K | 0.06% | 00.0% | Unchanged |
| Alta Capital Management LLC | 4,481 | $301.0K | 0.02% | −323,061−98.6% | Reduced |
| HF Advisory Group, LLC | 4,492 | $301.7K | 0.11% | −889−16.5% | Reduced |
| AlphaCore Capital LLC | 4,492 | $301.7K | 0.01% | +1,307+41.0% | Added |
| Boothbay Fund Management, LLC | 4,494 | $301.9K | 0.01% | −2,309−33.9% | Reduced |
| Advisory Alpha, LLC | 4,524 | $303.9K | 0.01% | +1,248+38.1% | Added |
| JBGlobal.com LLC | 4,571 | $307.0K | 0.39% | +4,571 | New |
| Great Diamond Partners, LLC | 4,576 | $307.4K | 0.06% | −2,646−36.6% | Reduced |
| Journey Advisory Group, LLC | 4,576 | $307.4K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,586 | $308.1K | 0.00% | +395+9.4% | Added |
| Howard Capital Management Inc. | 4,587 | $308.1K | 0.00% | +23+0.5% | Added |
| VestGen Advisors, LLC | 4,596 | $308.7K | 0.01% | −4,253−48.1% | Reduced |
| Soltis Investment Advisors LLC | 4,617 | $310.1K | 0.02% | −1,349−22.6% | Reduced |
| Dynamic Advisor Solutions LLC | 4,617 | $310.1K | 0.01% | −1,338−22.5% | Reduced |
| Michels Family Financial, LLC | 4,621 | $310.4K | 0.23% | +1,299+39.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,628 | $310.9K | 0.01% | −2,537−35.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,628 | $310.9K | 0.00% | +3,025+188.7% | Added |
| McKinley Carter Wealth Services, Inc. | 4,663 | $313.2K | 0.02% | −42,439−90.1% | Reduced |
| Ritholtz Wealth Management | 4,715 | $316.7K | 0.01% | −3,739−44.2% | Reduced |
| EFG International AG | 4,722 | $317.2K | 0.01% | +4,722 | New |
| Certified Advisory Corp | 4,747 | $318.8K | 0.03% | −184−3.7% | Reduced |
| Sargent Investment Group, LLC | 4,750 | $319.1K | 0.04% | +4,750 | New |
| Plan A Wealth LLC | 4,773 | $320.6K | 0.16% | +435+10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,803 | $322.6K | 0.02% | −21,007−81.4% | Reduced |
| Capital Investment Counsel, Inc | 4,805 | $322.8K | 0.04% | +4,805 | New |
| Ameritas Investment Partners, Inc. | 4,814 | $323.4K | 0.01% | −141−2.8% | Reduced |
| Spire Wealth Management | 4,825 | $324.1K | 0.01% | −859−15.1% | Reduced |
| Qtron Investments LLC | 4,829 | $324.4K | 0.04% | −4,050−45.6% | Reduced |
| HBK Sorce Advisory LLC | 5,434 | $326.0K | 0.01% | −1,702−23.9% | Reduced |
| Bailard, Inc. | 4,860 | $326.4K | 0.01% | −80,339−94.3% | Reduced |
| Krilogy Financial LLC | 4,924 | $330.6K | 0.01% | −6,114−55.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,956 | $332.9K | 0.05% | +1,632+49.1% | Added |
| Demars Financial Group, LLC | 4,989 | $335.1K | 0.11% | +639+14.7% | Added |
| Cornerstone Wealth Group, LLC | 5,020 | $337.2K | 0.02% | +2,399+91.5% | Added |
| Forum Financial Management, LP | 5,039 | $338.5K | 0.00% | −2,625−34.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,046 | $338.9K | 0.15% | +5,046 | New |
| Resonant Capital Advisors, LLC | 5,050 | $339.2K | 0.02% | +995+24.5% | Added |
| Verus Capital Partners, LLC | 5,054 | $339.5K | 0.02% | +5,054 | New |
| Cowa, LLC | 5,063 | $340.1K | 0.10% | +5,063 | New |
| Armistice Capital, LLC | 5,067 | $340.4K | 0.01% | +5,067 | New |
| Alpha Wealth Funds, LLC | 5,200 | $341.1K | 0.23% | +5,200 | New |
| Gator Capital Management, LLC | 5,155 | $346.3K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,162 | $346.7K | 0.01% | −3,022−36.9% | Reduced |
| Boston Family Office LLC | 5,172 | $347.0K | 0.02% | −8,220−61.4% | Reduced |
| Institute for Wealth Management, LLC. | 5,172 | $347.4K | 0.04% | −2,623−33.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,174 | $347.5K | 0.01% | −144−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,026 | $348.2K | 0.01% | −843−12.3% | Reduced |
| SlateStone Wealth, LLC | 5,192 | $349.0K | 0.03% | −959−15.6% | Reduced |
| Stratos Wealth Partners, LTD. | 5,196 | $349.0K | 0.00% | +652+14.3% | Added |
| Axxcess Wealth Management, LLC | 5,200 | $349.3K | 0.01% | −8,949−63.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $349.3K | 0.17% | +1,100+26.8% | Added |
| T3 Companies, LLC | 5,207 | $349.8K | 0.45% | +5,207 | New |
| Cigna Investments Inc | 5,217 | $350.0K | 0.05% | −106−2.0% | Reduced |
| Modera Wealth Management, LLC | 5,230 | $351.3K | 0.00% | −187−3.5% | Reduced |
| Barnett & Company, Inc. | 5,250 | $352.6K | 0.28% | +5,250 | New |
| LVM Capital Management Ltd | 5,250 | $353.0K | 0.03% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 5,275 | $354.3K | 0.10% | +275+5.5% | Added |
| Moneta Group Investment Advisors LLC | 5,301 | $356.1K | 0.00% | −3,591−40.4% | Reduced |
| Ballentine Partners, LLC | 5,338 | $358.6K | 0.01% | −3,408−39.0% | Reduced |
| BCS Private Wealth Management, Inc. | 5,350 | $359.4K | 0.12% | +5,350 | New |
| PEAK6 LLC | 5,354 | $359.6K | 0.01% | −8,198−60.5% | Reduced |
| US Asset Management LLC | 5,354 | $359.6K | 0.29% | −52−1.0% | Reduced |
| Quest Partners LLC | 5,356 | $359.8K | 0.02% | −7,005−56.7% | Reduced |
| Park Avenue Securities LLC | 5,353 | $360.0K | 0.00% | −5,319−49.8% | Reduced |
| Wedbush Securities Inc | 5,362 | $360.0K | 0.01% | −1,742−24.5% | Reduced |
| Tulsa Wealth Advisors, INC | 5,367 | $360.5K | 0.12% | +5,367 | New |
| Parsons Capital Management Inc | 5,385 | $361.7K | 0.02% | −25−0.5% | Reduced |
| Resources Management Corp | 4,322 | $362.0K | 0.05% | −57,632−93.0% | Reduced |
| Smithfield Trust Co | 5,401 | $362.0K | 0.02% | −3,921−42.1% | Reduced |
| Clark Asset Management, LLC | 5,396 | $362.4K | 0.04% | +266+5.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,425 | $364.4K | 0.03% | +2,520+86.7% | Added |
| Magnolia Capital Advisors LLC | 5,452 | $366.2K | 0.08% | +502+10.1% | Added |
| Groupama Asset Managment | 5,522 | $370.9K | 0.01% | −572−9.4% | Reduced |
| Profund Advisors LLC | 5,596 | $375.9K | 0.01% | −2,166−27.9% | Reduced |
| Bayesian Capital Management, LP | 5,600 | $376.2K | 0.86% | +5,600 | New |
| Lazari Capital Management, Inc. | 5,663 | $380.4K | 0.13% | +3,747+195.6% | Added |
| Diversified Management Inc | 5,680 | $381.5K | 0.09% | +5,680 | New |
| Bowman & Co S.C. | 5,717 | $384.0K | 0.16% | −2,318−28.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,721 | $384.3K | 0.01% | −9,236−61.8% | Reduced |