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