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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 2,917 | $196.0K | 0.00% | −238,209−98.8% | Reduced |
| Versant Capital Management, Inc | 2,774 | $186.3K | 0.02% | +2,174+362.3% | Added |
| Stephenson National Bank & Trust | 2,565 | $172.3K | 0.05% | +2,408+1,533.8% | Added |
| Centaurus Financial, Inc. | 2,549 | $171.0K | 0.01% | −1,828−41.8% | Reduced |
| Manchester Capital Management LLC | 2,502 | $168.1K | 0.02% | −3,703−59.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $167.9K | 0.00% | −10.0% | Reduced |
| SBI Securities Co., Ltd. | 2,429 | $163.2K | 0.00% | +2+0.1% | Added |
| Los Angeles Capital Management LLC | 2,451 | $159.8K | 0.00% | −175−6.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $159.6K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,264 | $152.1K | 0.00% | −961−29.8% | Reduced |
| Peterson Wealth Services | 2,218 | $149.0K | 0.04% | −344−13.4% | Reduced |
| Colonial Trust Co | 2,168 | $145.6K | 0.02% | +756+53.5% | Added |
| Lloyd Advisory Services, LLC. | 2,130 | $143.1K | 0.06% | +2,130 | New |
| Geneos Wealth Management Inc. | 2,082 | $139.8K | 0.00% | −59,784−96.6% | Reduced |
| Sunbelt Securities, Inc. | 2,075 | $139.4K | 0.01% | +1,216+141.6% | Added |
| NBC Securities, Inc. | 2,056 | $138.1K | 0.01% | −10,812−84.0% | Reduced |
| Heritage Wealth Advisors | 2,035 | $136.7K | 0.01% | −1,424−41.2% | Reduced |
| Castleark Management LLC | 2,000 | $134.3K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $134.3K | 0.29% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2,000 | $134.3K | 0.11% | +2,000 | New |
| Evergreen Private Wealth LLC | 1,975 | $132.7K | 0.05% | +1,204+156.2% | Added |
| Quent Capital, LLC | 1,746 | $117.3K | 0.01% | −453−20.6% | Reduced |
| Rothschild Investment LLC | 1,740 | $116.9K | 0.01% | −1,938−52.7% | Reduced |
| Union Savings Bank | 1,700 | $114.2K | 0.05% | +1,700 | New |
| Veritas Investment Partners (UK) Ltd. | 1,695 | $113.9K | 0.00% | −1,494,886−99.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,695 | $113.9K | 0.04% | −2,803−62.3% | Reduced |
| Center for Financial Planning, Inc. | 1,681 | $112.9K | 0.01% | −634−27.4% | Reduced |
| Hara Capital LLC | 1,663 | $111.7K | 0.06% | +1,663 | New |
| Onefund, LLC | 1,652 | $111.0K | 0.07% | +85+5.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,638 | $110.0K | 0.01% | −41−2.4% | Reduced |
| Board of the Pension Protection Fund | 1,600 | $107.5K | 0.10% | +1,600 | New |
| Canton Hathaway, LLC | 1,570 | $105.5K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,540 | $103.4K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,513 | $101.6K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 1,500 | $100.8K | 0.08% | +1,500 | New |
| Essential Partners LLC | 1,498 | $100.6K | 0.03% | −257−14.6% | Reduced |
| Basecamp Wealth Advisors LLC | 1,466 | $98.5K | 0.02% | +1,466 | New |
| Wexford Capital LP | 1,455 | $97.7K | 0.03% | +1,455 | New |
| S-Bank Fund Management Ltd | 1,405 | $94.4K | 0.01% | −20−1.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,393 | $93.6K | 0.08% | −3,502−71.5% | Reduced |
| Allianz SE | 1,374 | $92.3K | 0.00% | −7,080−83.7% | Reduced |
| Sentry Investment Management LLC | 1,353 | $91.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,365 | $91.0K | 0.01% | +1,349+8,431.3% | Added |
| Frazier Financial Advisors, LLC | 1,325 | $89.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,322 | $88.8K | 0.01% | −442−25.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,245 | $83.6K | 0.03% | −11−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,227 | $82.4K | 0.00% | −1,345−52.3% | Reduced |
| CoreCap Advisors, LLC | 1,209 | $81.2K | 0.00% | +99+8.9% | Added |
| Security National Bank | 1,200 | $80.6K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,200 | $80.6K | 0.00% | +1,200 | New |
| Cromwell Holdings LLC | 1,183 | $79.5K | 0.04% | −624−34.5% | Reduced |
| Aventura Private Wealth, LLC | 1,172 | $78.7K | 0.03% | −914−43.8% | Reduced |
| Root Financial Partners, LLC | 1,158 | $77.8K | 0.00% | −281−19.5% | Reduced |
| Arvest Investments, Inc. | 1,155 | $77.6K | 0.01% | −10,002−89.6% | Reduced |
| JNBA Financial Advisors | 1,114 | $74.8K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,054 | $70.8K | 0.04% | +1,054 | New |
| TD Private Client Wealth LLC | 1,038 | $69.7K | 0.00% | −310−23.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,016 | $68.3K | 0.01% | +298+41.5% | Added |
| Caitlin John, LLC | 1,005 | $67.5K | 0.04% | −48−4.6% | Reduced |
| Abound Wealth Management | 1,001 | $67.3K | 0.02% | +899+881.4% | Added |
| Private Trust Co NA | 1,001 | $67.2K | 0.01% | −162−13.9% | Reduced |
| Sittner & Nelson, LLC | 1,042 | $62.5K | 0.02% | +850+442.7% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $58.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 870 | $58.4K | 0.01% | −840−49.1% | Reduced |
| SJS Investment Consulting Inc. | 847 | $56.9K | 0.01% | +494+139.9% | Added |
| Evermay Wealth Management LLC | 844 | $56.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 841 | $56.5K | 0.01% | −473−36.0% | Reduced |
| GW&K Investment Management, LLC | 830 | $56.0K | 0.00% | +489+143.4% | Added |
| TSFG, LLC | 824 | $55.0K | 0.01% | +353+74.9% | Added |
| Gilpin Wealth Management, LLC | 809 | $54.3K | 0.04% | +809 | New |
| Cohen & Steers, Inc. | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 800 | $53.7K | 0.01% | −1,311−62.1% | Reduced |
| Clear Street Markets LLC | 799 | $53.7K | 0.01% | −137−14.6% | Reduced |
| Trust Co | 779 | $52.3K | 0.00% | −538−40.9% | Reduced |
| Salomon & Ludwin, LLC | 766 | $51.3K | 0.00% | +72+10.4% | Added |
| Raleigh Capital Management Inc. | 763 | $51.3K | 0.02% | −277−26.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 760 | $51.0K | 0.01% | +760 | New |
| Pinnacle Wealth Planning Services, Inc. | 751 | $50.4K | 0.01% | +751 | New |
| DV Equities, LLC | 749 | $50.3K | 0.01% | +749 | New |
| Cornerstone Planning Group LLC | 753 | $48.9K | 0.01% | +281+59.5% | Added |
| Intesa Sanpaolo Wealth Management | 725 | $48.7K | 0.01% | +725 | New |
| Grove Bank & Trust | 721 | $48.4K | 0.01% | −13−1.8% | Reduced |
| First PREMIER Bank | 704 | $47.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $46.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 690 | $46.3K | 0.02% | +309+81.1% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $46.0K | 0.00% | −65−8.7% | Reduced |
| Bank of New Hampshire | 685 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 675 | $45.3K | 0.01% | −1,695−71.5% | Reduced |
| Eastern Bank | 658 | $44.2K | 0.00% | +381+137.5% | Added |
| SageView Advisory Group, LLC | 647 | $43.5K | 0.00% | +647 | New |
| Osterweis Capital Management Inc | 645 | $43.3K | 0.00% | −851−56.9% | Reduced |
| Vestor Capital, LLC | 2,754 | $41.0K | 0.00% | +1,815+193.3% | Added |
| IAG Wealth Partners, LLC | 606 | $40.7K | 0.00% | +275+83.1% | Added |
| Garden State Investment Advisory Services LLC | 561 | $37.7K | 0.01% | −242−30.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 559 | $37.5K | 0.01% | +559 | New |
| Financial Perspectives, Inc | 550 | $36.9K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 535 | $35.9K | 0.03% | +535 | New |
| Triumph Capital Management | 528 | $35.5K | 0.01% | +528 | New |
| Atwood & Palmer Inc | 500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $33.6K | 0.02% | +500 | New |