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