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 |
|---|---|---|---|---|---|
| Burney Co | 5,722 | $384.3K | 0.01% | −2,680−31.9% | Reduced |
| Boston Common Asset Management, LLC | 5,787 | $388.7K | 0.02% | −17−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,808 | $390.1K | 0.02% | +5,808 | New |
| Employees Retirement System of Texas | 5,815 | $391.0K | 0.00% | +1,364+30.6% | Added |
| David Loasby | 5,797 | $395.4K | 0.03% | −1,599−21.6% | Reduced |
| Drive Wealth Management, LLC | 5,886 | $395.4K | 0.08% | +718+13.9% | Added |
| Baader Bank INC | 7,618 | $395.4K | 0.03% | +7,618 | New |
| Smith, Moore & Co. | 5,916 | $397.4K | 0.03% | −2,392−28.8% | Reduced |
| Baker Avenue Asset Management, LP | 5,986 | $402.1K | 0.01% | +571+10.5% | Added |
| Commerzbank Aktiengesellschaft | 6,003 | $403.0K | 0.01% | +274+4.8% | Added |
| Roberts Glore & Co Inc | 6,018 | $404.2K | 0.11% | +1,140+23.4% | Added |
| Carderock Capital Management Inc | 6,024 | $404.6K | 0.10% | −35,303−85.4% | Reduced |
| Central Trust Co | 6,033 | $405.2K | 0.01% | −1,408−18.9% | Reduced |
| Matters Capital LLC | 6,072 | $407.9K | 0.33% | +6,072 | New |
| Arcataur Capital Management LLC | 6,122 | $411.2K | 0.12% | +90+1.5% | Added |
| Smartleaf Asset Management LLC | 6,105 | $412.3K | 0.02% | −3,202−34.4% | Reduced |
| Principle Wealth Partners LLC | 6,152 | $413.2K | 0.02% | +1,360+28.4% | Added |
| Moody National Bank Trust Division | 6,196 | $416.2K | 0.04% | −3,619−36.9% | Reduced |
| CoreFirst Bank & Trust | 6,200 | $416.5K | 0.23% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,170 | $416.5K | 0.03% | −13,208−68.2% | Reduced |
| Greenleaf Trust | 6,217 | $417.6K | 0.00% | −4,975−44.5% | Reduced |
| BankPlus Trust Department | 6,220 | $417.8K | 0.11% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 6,590 | $420.0K | 0.05% | +6,590 | New |
| LRT Capital Management, LLC | 6,254 | $420.1K | 0.36% | +6,254 | New |
| Legacy Trust | 6,267 | $421.0K | 0.08% | −566−8.3% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 6,280 | $421.8K | 0.03% | +6,280 | New |
| Trust Asset Management LLC | 6,318 | $424.4K | 0.03% | −253−3.9% | Reduced |
| Storgate, LLC | 6,397 | $429.7K | 0.35% | +6,397 | New |
| Cheviot Value Management, LLC | 6,717 | $436.3K | 0.04% | −43,896−86.7% | Reduced |
| Dorato Capital Management | 6,477 | $437.2K | 0.33% | +6,477 | New |
| Old National Bancorp | 6,538 | $439.2K | 0.01% | −240−3.5% | Reduced |
| Davenport & Co LLC | 6,569 | $441.2K | 0.00% | −4,877−42.6% | Reduced |
| N.E.W. Advisory Services LLC | 6,643 | $446.2K | 0.03% | +5,115+334.8% | Added |
| NewEdge Wealth, LLC | 6,658 | $447.2K | 0.01% | +2,170+48.4% | Added |
| Wedmont Private Capital | 6,536 | $449.1K | 0.02% | +901+16.0% | Added |
| Vise Technologies, Inc. | 6,744 | $453.0K | 0.01% | −3,804−36.1% | Reduced |
| Mutual Advisors, LLC | 6,757 | $453.9K | 0.01% | −8,912−56.9% | Reduced |
| Cardinal Point Capital Management, ULC | 6,802 | $456.9K | 0.03% | −2,605−27.7% | Reduced |
| Readystate Asset Management LP | 6,807 | $457.2K | 0.02% | +6,807 | New |
| Cozad Asset Management Inc | 6,818 | $458.0K | 0.04% | −10,379−60.4% | Reduced |
| Legend Financial Advisors, Inc. | 6,844 | $459.7K | 0.28% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $460.8K | 0.04% | – | New |
| First Horizon Corp | 6,950 | $466.8K | 0.02% | +768+12.4% | Added |
| Kovitz Investment Group Partners, LLC | 6,969 | $468.1K | 0.01% | −1,389,897−99.5% | Reduced |
| Investors Asset Management of Georgia Inc | 6,976 | $468.6K | 0.19% | +6,976 | New |
| Ellevest, Inc. | 6,986 | $469.3K | 0.06% | +2,508+56.0% | Added |
| EverSource Wealth Advisors, LLC | 6,988 | $469.3K | 0.02% | +3,222+85.6% | Added |
| Wesbanco Bank Inc | 7,005 | $470.5K | 0.01% | −173−2.4% | Reduced |
| Inscription Capital, LLC | 7,019 | $471.5K | 0.05% | +2,692+62.2% | Added |
| GTS Securities LLC | 7,028 | $472.1K | 0.02% | +4,809+216.7% | Added |
| Mirabella Financial Services LLP | 7,041 | $472.9K | 0.05% | +7,041 | New |
| SkyView Investment Advisors, LLC | 7,052 | $474.0K | 0.06% | +198+2.9% | Added |
| TownSquare Capital, LLC | 7,067 | $474.7K | 0.11% | −10,842−60.5% | Reduced |
| Cynosure Management, LLC | 7,094 | $476.5K | 0.05% | +7,094 | New |
| Purkiss Capital Advisors LLC | 7,115 | $477.9K | 0.22% | 00.0% | Unchanged |
| BNP Paribas | 7,120 | $478.4K | 0.01% | +7,120 | New |
| Mill Creek Capital Advisors, LLC | 7,186 | $482.7K | 0.01% | −234−3.2% | Reduced |
| GM Advisory Group, Inc. | 7,192 | $483.1K | 0.02% | +2,248+45.5% | Added |
| Brown, Lisle/Cummings, Inc. | 7,221 | $485.0K | 0.12% | −14,573−66.9% | Reduced |
| King Wealth | 7,232 | $486.0K | 0.06% | +5,208+257.3% | Added |
| Azzad Asset Management Inc | 7,237 | $486.1K | 0.05% | +7,237 | New |
| Busey Wealth Management | 7,246 | $486.7K | 0.01% | −116,118−94.1% | Reduced |
| Spinnaker Trust | 7,296 | $490.1K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,302 | $490.5K | 0.01% | −204−2.7% | Reduced |
| Jacobi Capital Management LLC | 7,304 | $490.6K | 0.03% | −6,570−47.4% | Reduced |
| Nilsine Partners, LLC | 7,340 | $493.0K | 0.04% | −10,595−59.1% | Reduced |
| CCM Investment Advisers LLC | 7,347 | $493.5K | 0.05% | −66,793−90.1% | Reduced |
| Haverford Trust Co | 7,360 | $494.4K | 0.00% | −151−2.0% | Reduced |
| Addison Advisors LLC | 7,369 | $495.0K | 0.11% | −815−10.0% | Reduced |
| Malaga Cove Capital, LLC | 7,378 | $495.6K | 0.17% | +5,015+212.2% | Added |
| Newman Dignan & Sheerar, Inc. | 7,392 | $496.5K | 0.10% | −5,122−40.9% | Reduced |
| John G Ullman & Associates Inc | 7,450 | $500.4K | 0.07% | −30,521−80.4% | Reduced |
| Erste Asset Management GmbH | 7,470 | $502.6K | 0.00% | −260,030−97.2% | Reduced |
| Radnor Capital Management, LLC | 7,524 | $505.4K | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,559 | $507.7K | 0.02% | +662+9.6% | Added |
| Y.D. More Investments Ltd | 7,569 | $508.4K | 0.02% | −420−5.3% | Reduced |
| Brown Brothers Harriman & Co | 7,580 | $509.1K | 0.00% | −1,213−13.8% | Reduced |
| Hillsdale Investment Management Inc. | 7,605 | $510.8K | 0.01% | +1,085+16.6% | Added |
| Formidable Asset Management, LLC | 3,966 | $511.3K | 0.07% | +3,966 | New |
| Kerrisdale Advisers, LLC | 7,630 | $512.5K | 0.24% | +7,630 | New |
| IHT Wealth Management, LLC | 7,636 | $512.9K | 0.01% | +5,549+265.9% | Added |
| Dynamic Technology Lab Private Ltd | 7,640 | $513.0K | 0.12% | +7,640 | New |
| Capital International Sarl | 7,638 | $513.0K | 0.01% | −19,000−71.3% | Reduced |
| Mystic Asset Management, Inc. | 7,640 | $513.2K | 0.12% | −265−3.4% | Reduced |
| Intelligence Driven Advisers, LLC | 7,675 | $515.5K | 0.07% | −10.0% | Reduced |
| Arkadios Wealth Advisors | 7,686 | $516.3K | 0.01% | −3,888−33.6% | Reduced |
| Miracle Mile Advisors, LLC | 7,719 | $518.5K | 0.01% | −2,022−20.8% | Reduced |
| Eukles Asset Management | 7,738 | $519.8K | 0.20% | +115+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 7,750 | $520.6K | 0.21% | +4,310+125.3% | Added |
| LOM Asset Management Ltd | 7,792 | $523.4K | 0.15% | −16,206−67.5% | Reduced |
| Landaas & Co | 7,801 | $524.0K | 0.12% | −121−1.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,812 | $524.7K | 0.02% | −6,581−45.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,770 | $524.9K | 0.01% | +4,001+106.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,820 | $525.3K | 0.17% | +44+0.6% | Added |
| Ifrah Financial Services, Inc. | 7,822 | $525.4K | 0.13% | −206−2.6% | Reduced |
| Parrish Capital LLC | 7,837 | $526.4K | 0.48% | +7,837 | New |
| Evergreen Capital Management LLC | 7,844 | $526.9K | 0.01% | +868+12.4% | Added |
| Abacus Wealth Partners, LLC | 7,848 | $527.1K | 0.05% | +3,494+80.2% | Added |
| RD Finance Ltd | 7,940 | $533.0K | 0.54% | +7,940 | New |
| Grimes & Company, Inc. | 7,977 | $535.8K | 0.01% | −114−1.4% | Reduced |