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 |
|---|---|---|---|---|---|
| Miller Capital Partners, Inc. | 469 | $31.5K | 0.02% | +469 | New |
| Cullen/Frost Bankers, Inc. | 457 | $30.7K | 0.00% | −57,579−99.2% | Reduced |
| Princeton Global Asset Management LLC | 455 | $30.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 450 | $30.2K | 0.02% | +450 | New |
| GHP Investment Advisors, Inc. | 444 | $29.8K | 0.00% | −410−48.0% | Reduced |
| Capital Advisors, Ltd. LLC | 425 | $29.0K | 0.00% | +92+27.6% | Added |
| Godfrey Financial Associates, Inc. | 426 | $28.6K | 0.02% | +426 | New |
| Mendota Financial Group, LLC | 419 | $28.1K | 0.02% | +419 | New |
| Ancora Advisors, LLC | 416 | $27.9K | 0.00% | −324−43.8% | Reduced |
| American National Bank | 402 | $27.0K | 0.00% | −439−52.2% | Reduced |
| Kimelman & Baird, LLC | 400 | $26.9K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $26.5K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 395 | $26.5K | 0.03% | +395 | New |
| Compagnie Lombard Odier SCmA | 380 | $25.5K | 0.00% | −1,000−72.5% | Reduced |
| Private Wealth Asset Management, LLC | 378 | $25.4K | 0.00% | −1,056−73.6% | Reduced |
| Oakworth Capital, Inc. | 374 | $25.1K | 0.00% | −611−62.0% | Reduced |
| Hoese & Co LLP | 368 | $24.7K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 363 | $24.4K | 0.00% | +363 | New |
| Piscataqua Savings Bank | 355 | $23.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 19,689 | $23.7K | 0.00% | −806−3.9% | Reduced |
| UMA Financial Services, Inc. | 349 | $23.4K | 0.00% | −629−64.3% | Reduced |
| Financial Management Professionals, Inc. | 338 | $22.7K | 0.00% | −106−23.9% | Reduced |
| High Note Wealth, LLC | 335 | $22.5K | 0.00% | +115+52.3% | Added |
| Davis Capital Management | 334 | $22.4K | 0.02% | −1−0.3% | Reduced |
| Global Trust Asset Management, LLC | 327 | $22.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 312 | $21.0K | 0.01% | +81+35.1% | Added |
| Westside Investment Management, Inc. | 312 | $21.0K | 0.00% | −174−35.8% | Reduced |
| Medallion Wealth Advisors, LLC | 310 | $20.8K | 0.01% | +74+31.4% | Added |
| SWAN Capital LLC | 300 | $20.2K | 0.01% | +200+200.0% | Added |
| Activest Wealth Management | 291 | $19.5K | 0.00% | +248+576.7% | Added |
| MV Capital Management, Inc. | 282 | $18.9K | 0.00% | −301−51.6% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 275 | $18.5K | 0.01% | +275 | New |
| MCF Advisors LLC | 268 | $18.0K | 0.00% | +132+97.1% | Added |
| ORG Partners LLC | 266 | $17.9K | 0.00% | +36+15.7% | Added |
| Evelyn Partners Investment Management LLP | 250 | $16.8K | 0.00% | −200−44.4% | Reduced |
| CVA Family Office, LLC | 244 | $16.4K | 0.00% | −2,360−90.6% | Reduced |
| Midwest Capital Advisors, LLC | 244 | $16.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $15.6K | 0.00% | −77−24.9% | Reduced |
| Redmont Wealth Advisors LLC | 231 | $15.5K | 0.02% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 229 | $15.4K | 0.00% | +229 | New |
| Elyxium Wealth, LLC | 229 | $15.4K | 0.00% | +229 | New |
| Sound Income Strategies, LLC | 223 | $14.8K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $14.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 219 | $14.7K | 0.01% | +186+563.6% | Added |
| Rossby Financial, LCC | 217 | $14.6K | 0.00% | −2,599−92.3% | Reduced |
| Archer Investment Corp | 216 | $14.5K | 0.00% | −3,196−93.7% | Reduced |
| United Community Bank | 215 | $14.4K | 0.01% | −6,765−96.9% | Reduced |
| Park Square Financial Group, LLC | 69 | $14.2K | 0.08% | +36+109.1% | Added |
| Strategic Wealth Partners, Ltd. | 209 | $14.0K | 0.00% | −2,508−92.3% | Reduced |
| Crews Bank & Trust | 209 | $14.0K | 0.00% | −200−48.9% | Reduced |
| Capital Analysts, LLC | 211 | $14.0K | 0.00% | −24,374−99.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 200 | $13.4K | 0.00% | +200 | New |
| Gould Capital, LLC | 199 | $13.4K | 0.01% | −6,472−97.0% | Reduced |
| Rational Advisors LLC | 198 | $13.3K | 0.00% | +43+27.7% | Added |
| Financial Network Wealth Advisors LLC | 197 | $13.2K | 0.01% | −178−47.5% | Reduced |
| Sankala Group LLC | 211 | $13.1K | 0.01% | +211 | New |
| Covestor Ltd | 198 | $13.0K | 0.01% | −140−41.4% | Reduced |
| Wolff Wiese Magana LLC | 190 | $12.8K | 0.01% | +15+8.6% | Added |
| Torren Management, LLC | 190 | $12.8K | 0.01% | +190 | New |
| Newbridge Financial Services Group, Inc. | 180 | $12.1K | 0.00% | −80−30.8% | Reduced |
| Phillip James Consulting Co. | 182 | $12.0K | 0.21% | +182 | New |
| Kemnay Advisory Services Inc. | 174 | $11.7K | 0.00% | +174 | New |
| Darwin Advisors, LLC | 172 | $11.6K | 0.00% | −8,277−98.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 171 | $11.5K | 0.01% | −104−37.8% | Reduced |
| Gables Capital Management Inc. | 171 | $11.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 152 | $10.2K | 0.00% | −81−34.8% | Reduced |
| Compass Financial Services Inc | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 149 | $10.0K | 0.00% | −33−18.1% | Reduced |
| Boyd Watterson Asset Management LLC | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 149 | $10.0K | 0.01% | +149 | New |
| Union Bancaire Privee, UBP SA | 141 | $9.52K | 0.00% | −20,254−99.3% | Reduced |
| Hoey Investments, Inc | 137 | $9.20K | 0.00% | −15−9.9% | Reduced |
| Country Trust Bank | 137 | $9.20K | 0.00% | −359,599−100.0% | Reduced |
| Vega Investment Solutions | 131 | $8.80K | 0.00% | +131 | New |
| Bank of Jackson Hole Trust | 131 | $8.80K | 0.00% | +131 | New |
| Elkhorn Partners Limited Partnership | 130 | $8.73K | 0.01% | +130 | New |
| Miller Global Investments, LLC | 129 | $8.66K | 0.01% | +129 | New |
| Westfuller Advisors, LLC | 128 | $8.60K | 0.00% | −151−54.1% | Reduced |
| Alerus Financial NA | 125 | $8.40K | 0.00% | −60−32.4% | Reduced |
| Pinnacle Bancorp, Inc. | 125 | $8.40K | 0.00% | −37−22.8% | Reduced |
| Richardson Financial Services Inc. | 123 | $8.26K | 0.01% | −36−22.6% | Reduced |
| Meeder Asset Management Inc | 123 | $8.26K | 0.00% | −4−3.1% | Reduced |
| Howard Hughes Medical Institute | 116 | $7.79K | 0.00% | −1−0.9% | Reduced |
| Kilter Group LLC | 115 | $7.72K | 0.00% | +30+35.3% | Added |
| City Holding Co | 115 | $7.72K | 0.00% | −13,402−99.1% | Reduced |
| Value Holdings Management Co. LLC | 100 | $7.00K | 0.00% | −45,900−99.8% | Reduced |
| Ogorek Anthony Joseph | 110 | $7.00K | 0.00% | +26+31.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $6.72K | 0.01% | −85−45.9% | Reduced |
| Godsey & Gibb Associates | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 99 | $6.65K | 0.00% | +99 | New |
| Stephens Consulting, LLC | 98 | $6.58K | 0.00% | +98 | New |
| Clayton Financial Group LLC | 98 | $6.58K | 0.00% | +98 | New |
| Lodestone Wealth Management LLC | 93 | $6.25K | 0.00% | +93 | New |
| Noble Wealth Management PBC | 91 | $6.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $6.05K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $6.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $6.04K | 0.00% | 00.0% | Unchanged |