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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 7,983 | $536.2K | 0.00% | −1,462−15.5% | Reduced |
| Hennessy Advisors Inc | 8,000 | $537.4K | 0.02% | +8,000 | New |
| Apollon Wealth Management, LLC | 8,068 | $541.9K | 0.01% | −18,498−69.6% | Reduced |
| Pflug Koory, LLC | 8,092 | $543.5K | 0.25% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 8,127 | $545.9K | 0.01% | −4,913−37.7% | Reduced |
| HighPoint Advisor Group LLC | 8,148 | $547.3K | 0.01% | −1,502−15.6% | Reduced |
| Allworth Financial LP | 8,153 | $547.7K | 0.00% | +505+6.6% | Added |
| Resources Investment Advisors, LLC. | 8,208 | $551.3K | 0.01% | −30,260−78.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,220 | $552.1K | 0.01% | +1,248+17.9% | Added |
| Gamco Investors, Inc. Et Al | 8,280 | $556.2K | 0.01% | −5,495−39.9% | Reduced |
| Mendel Money Management | 8,282 | $556.3K | 0.23% | −5,270−38.9% | Reduced |
| Circle Wealth Management, LLC | 8,289 | $556.8K | 0.01% | +1,644+24.7% | Added |
| FNY Investment Advisers, LLC | 8,303 | $557.0K | 0.16% | +8,289+59,207.1% | Added |
| Wayfinding Financial, LLC | 8,323 | $559.0K | 0.24% | −251−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 8,328 | $559.4K | 0.04% | +2,755+49.4% | Added |
| Middleton & Co Inc | 8,378 | $562.8K | 0.06% | −44,515−84.2% | Reduced |
| Trust Co of Oklahoma | 8,399 | $564.2K | 0.16% | −11,534−57.9% | Reduced |
| Duncker Streett & Co Inc | 8,427 | $566.0K | 0.10% | −963−10.3% | Reduced |
| Operose Advisors LLC | 8,453 | $567.8K | 0.13% | +5,747+212.4% | Added |
| AE Wealth Management LLC | 8,474 | $569.2K | 0.00% | +5,322+168.8% | Added |
| Abacus Planning Group, Inc. | 8,474 | $569.2K | 0.08% | +115+1.4% | Added |
| Global Retirement Partners, LLC | 8,564 | $575.2K | 0.01% | −3,728−30.3% | Reduced |
| Patten Group, Inc. | 8,649 | $581.0K | 0.11% | +8,649 | New |
| Harbor Investment Advisory, LLC | 8,660 | $581.7K | 0.04% | −10,119−53.9% | Reduced |
| Legacy Advisors, LLC | 8,660 | $581.7K | 0.06% | +257+3.1% | Added |
| Zions Bancorporation, National Association | 8,750 | $587.7K | 0.03% | +1,130+14.8% | Added |
| Key Financial Inc | 8,759 | $588.3K | 0.11% | −75−0.8% | Reduced |
| TCW Group Inc | 8,769 | $589.0K | 0.00% | −516,051−98.3% | Reduced |
| Factory Mutual Insurance Co | 8,800 | $591.1K | 0.01% | −210,800−96.0% | Reduced |
| Aptus Capital Advisors, LLC | 8,820 | $592.4K | 0.01% | −78,227−89.9% | Reduced |
| SRS Capital Advisors, Inc. | 8,941 | $600.6K | 0.02% | −50,967−85.1% | Reduced |
| Cypress Advisory Group LLC | 8,975 | $602.9K | 0.44% | −6,227−41.0% | Reduced |
| Ascent Group, LLC | 8,993 | $604.1K | 0.02% | −22,546−71.5% | Reduced |
| Brookstone Capital Management | 9,005 | $604.9K | 0.01% | +122+1.4% | Added |
| Cooper Financial Group | 9,032 | $606.7K | 0.06% | +956+11.8% | Added |
| Venturi Wealth Management, LLC | 9,096 | $611.0K | 0.03% | −83,410−90.2% | Reduced |
| Horizon Investments, LLC | 9,113 | $612.1K | 0.01% | −4,086−31.0% | Reduced |
| Bokf, NA | 9,217 | $619.1K | 0.01% | −1,709−15.6% | Reduced |
| Heritage Trust Co | 9,245 | $621.0K | 0.06% | −41,508−81.8% | Reduced |
| Advyzon Investment Management, LLC | 9,284 | $623.6K | 0.07% | +7,534+430.5% | Added |
| Trinity Financial Advisors LLC | 9,321 | $626.1K | 0.18% | −9,211−49.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,338 | $627.2K | 0.02% | +1,819+24.2% | Added |
| Capital Investment Counsel, LLC | 9,443 | $634.3K | 0.09% | +9,443 | New |
| Lederer & Associates Investment Counsel | 9,453 | $635.0K | 0.43% | −1,395−12.9% | Reduced |
| Triad Investment Management | 9,490 | $637.4K | 0.65% | +9,490 | New |
| Flagship Harbor Advisors, LLC | 9,509 | $638.7K | 0.03% | +5,091+115.2% | Added |
| Avanza Fonder AB | 9,555 | $641.8K | 0.02% | +9,555 | New |
| Portfolio Design Labs, LLC | 9,579 | $643.4K | 0.11% | +714+8.1% | Added |
| Raiffeisen Bank International AG | 9,578 | $646.9K | 0.01% | −39,409−80.4% | Reduced |
| Peapack Gladstone Financial Corp | 9,707 | $652.0K | 0.01% | −24,625−71.7% | Reduced |
| Moran Wealth Management, LLC | 9,771 | $656.3K | 0.02% | +9,771 | New |
| Abundance Wealth Counselors | 9,794 | $657.9K | 0.11% | −1,537−13.6% | Reduced |
| Umb Bank N A | 9,829 | $660.2K | 0.01% | −589−5.7% | Reduced |
| Tema ETFs LLC | 9,953 | $668.5K | 0.05% | +927+10.3% | Added |
| Moors & Cabot, Inc. | 9,979 | $670.3K | 0.03% | −10,634−51.6% | Reduced |
| Monaco Asset Management SAM | 10,000 | $671.7K | 0.20% | +10,000 | New |
| Papp L Roy & Associates | 10,017 | $672.8K | 0.07% | −74,345−88.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,128 | $680.3K | 0.01% | −16,202−61.5% | Reduced |
| Investment Research Partners LLC | 10,188 | $684.3K | 0.29% | −107−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 10,337 | $694.3K | 0.01% | −69,806−87.1% | Reduced |
| Mission Wealth Management, LP | 10,364 | $696.1K | 0.01% | +745+7.7% | Added |
| AdvisorNet Financial, Inc | 10,379 | $697.2K | 0.04% | −411−3.8% | Reduced |
| Boomfish Wealth Group, LLC | 10,381 | $697.3K | 0.37% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,400 | $698.6K | 0.01% | −7,742−42.7% | Reduced |
| Johnson Financial Group, Inc. | 10,488 | $704.5K | 0.03% | −3,014−22.3% | Reduced |
| SummitTX Capital, L.P. | 10,515 | $706.3K | 0.02% | +10,515 | New |
| BKD Wealth Advisors, LLC | 10,535 | $707.6K | 0.01% | −10,711−50.4% | Reduced |
| Convergence Financial, LLC | 10,536 | $707.7K | 0.10% | +1,851+21.3% | Added |
| Vestcor Inc | 10,554 | $709.0K | 0.02% | −20,000−65.5% | Reduced |
| Wisconsin Capital Management LLC | 10,600 | $712.0K | 0.36% | −19,106−64.3% | Reduced |
| Power Wealth Management LLC | 10,602 | $712.1K | 0.25% | +8,128+328.5% | Added |
| Eads & Heald Wealth Management | 10,642 | $714.8K | 0.35% | −2,908−21.5% | Reduced |
| Kendall Capital Management | 10,668 | $716.6K | 0.15% | −4,205−28.3% | Reduced |
| Independence Bank of Kentucky | 10,703 | $718.9K | 0.09% | −2,428−18.5% | Reduced |
| Citizens Financial Group Inc | 10,713 | $719.6K | 0.01% | −4,681−30.4% | Reduced |
| Principal Securities, Inc. | 10,798 | $725.3K | 0.01% | −15,516−59.0% | Reduced |
| ICW Investment Advisors LLC | 10,858 | $729.3K | 0.27% | −1,670−13.3% | Reduced |
| Rehmann Capital Advisory Group | 10,920 | $733.5K | 0.04% | +7,028+180.6% | Added |
| Steinberg Asset Management LLC | 10,930 | $734.2K | 0.55% | −8,929−45.0% | Reduced |
| Kazazian Asset Management, LLC | 11,000 | $738.9K | 0.78% | +11,000 | New |
| Atria Investments LLC | 11,031 | $741.0K | 0.01% | −22,107−66.7% | Reduced |
| Bath Savings Trust Co | 11,125 | $747.3K | 0.07% | −94,246−89.4% | Reduced |
| Twinbeech Capital LP | 11,226 | $754.0K | 0.05% | −164,811−93.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,299 | $758.8K | 0.00% | −8,513−43.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,341 | $761.8K | 0.13% | −2,756−19.6% | Reduced |
| Signaturefd, LLC | 11,362 | $763.2K | 0.01% | −484−4.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,432 | $767.9K | 0.06% | −1,455−11.3% | Reduced |
| Howland Capital Management LLC | 11,439 | $768.4K | 0.03% | −2,502−17.9% | Reduced |
| Jefferies Financial Group Inc. | 11,882 | $798.1K | 0.01% | +5,579+88.5% | Added |
| Warren Averett Asset Management, LLC | 11,884 | $798.3K | 0.01% | +5,015+73.0% | Added |
| Harbour Investments, Inc. | 11,928 | $801.2K | 0.02% | −356−2.9% | Reduced |
| Boston Partners | 11,975 | $804.4K | 0.00% | +4,020+50.5% | Added |
| Balyasny Asset Management LLC | 11,984 | $805.0K | 0.00% | +11,984 | New |
| Ostrum Asset Management | 11,998 | $806.0K | 0.04% | −2,233−15.7% | Reduced |
| LSV Asset Management | 12,028 | $808.0K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 12,057 | $809.9K | 0.03% | −36,155−75.0% | Reduced |
| Sawyer & Company, Inc | 12,066 | $810.5K | 0.29% | −507−4.0% | Reduced |
| Positano Wealth Management Ltd | 12,070 | $810.7K | 0.63% | +12,070 | New |
| Kovack Advisors, Inc. | 12,085 | $811.7K | 0.04% | +238+2.0% | Added |
| Parallel Advisors, LLC | 12,110 | $813.5K | 0.01% | −9,125−43.0% | Reduced |