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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 12,144 | $815.7K | 0.00% | +2,260+22.9% | Added |
| Parallel Advisors, LLC | 12,110 | $813.5K | 0.01% | −9,125−43.0% | Reduced |
| Kovack Advisors, Inc. | 12,085 | $811.7K | 0.04% | +238+2.0% | Added |
| Positano Wealth Management Ltd | 12,070 | $810.7K | 0.63% | +12,070 | New |
| Sawyer & Company, Inc | 12,066 | $810.5K | 0.29% | −507−4.0% | Reduced |
| First National Trust Co | 12,057 | $809.9K | 0.03% | −36,155−75.0% | Reduced |
| LSV Asset Management | 12,028 | $808.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,998 | $806.0K | 0.04% | −2,233−15.7% | Reduced |
| Balyasny Asset Management LLC | 11,984 | $805.0K | 0.00% | +11,984 | New |
| Boston Partners | 11,975 | $804.4K | 0.00% | +4,020+50.5% | Added |
| Harbour Investments, Inc. | 11,928 | $801.2K | 0.02% | −356−2.9% | Reduced |
| Warren Averett Asset Management, LLC | 11,884 | $798.3K | 0.01% | +5,015+73.0% | Added |
| Jefferies Financial Group Inc. | 11,882 | $798.1K | 0.01% | +5,579+88.5% | Added |
| Howland Capital Management LLC | 11,439 | $768.4K | 0.03% | −2,502−17.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,432 | $767.9K | 0.06% | −1,455−11.3% | Reduced |
| Signaturefd, LLC | 11,362 | $763.2K | 0.01% | −484−4.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,341 | $761.8K | 0.13% | −2,756−19.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,299 | $758.8K | 0.00% | −8,513−43.0% | Reduced |
| Twinbeech Capital LP | 11,226 | $754.0K | 0.05% | −164,811−93.6% | Reduced |
| Bath Savings Trust Co | 11,125 | $747.3K | 0.07% | −94,246−89.4% | Reduced |
| Atria Investments LLC | 11,031 | $741.0K | 0.01% | −22,107−66.7% | Reduced |
| Kazazian Asset Management, LLC | 11,000 | $738.9K | 0.78% | +11,000 | New |
| Steinberg Asset Management LLC | 10,930 | $734.2K | 0.55% | −8,929−45.0% | Reduced |
| Rehmann Capital Advisory Group | 10,920 | $733.5K | 0.04% | +7,028+180.6% | Added |
| ICW Investment Advisors LLC | 10,858 | $729.3K | 0.27% | −1,670−13.3% | Reduced |
| Principal Securities, Inc. | 10,798 | $725.3K | 0.01% | −15,516−59.0% | Reduced |
| Citizens Financial Group Inc | 10,713 | $719.6K | 0.01% | −4,681−30.4% | Reduced |
| Independence Bank of Kentucky | 10,703 | $718.9K | 0.09% | −2,428−18.5% | Reduced |
| Kendall Capital Management | 10,668 | $716.6K | 0.15% | −4,205−28.3% | Reduced |
| Eads & Heald Wealth Management | 10,642 | $714.8K | 0.35% | −2,908−21.5% | Reduced |
| Power Wealth Management LLC | 10,602 | $712.1K | 0.25% | +8,128+328.5% | Added |
| Wisconsin Capital Management LLC | 10,600 | $712.0K | 0.36% | −19,106−64.3% | Reduced |
| Vestcor Inc | 10,554 | $709.0K | 0.02% | −20,000−65.5% | Reduced |
| Convergence Financial, LLC | 10,536 | $707.7K | 0.10% | +1,851+21.3% | Added |
| BKD Wealth Advisors, LLC | 10,535 | $707.6K | 0.01% | −10,711−50.4% | Reduced |
| SummitTX Capital, L.P. | 10,515 | $706.3K | 0.02% | +10,515 | New |
| Johnson Financial Group, Inc. | 10,488 | $704.5K | 0.03% | −3,014−22.3% | Reduced |
| Wealthspire Advisors, LLC | 10,400 | $698.6K | 0.01% | −7,742−42.7% | Reduced |
| Boomfish Wealth Group, LLC | 10,381 | $697.3K | 0.37% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,379 | $697.2K | 0.04% | −411−3.8% | Reduced |
| Mission Wealth Management, LP | 10,364 | $696.1K | 0.01% | +745+7.7% | Added |
| Tocqueville Asset Management L.P. | 10,337 | $694.3K | 0.01% | −69,806−87.1% | Reduced |
| Investment Research Partners LLC | 10,188 | $684.3K | 0.29% | −107−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,128 | $680.3K | 0.01% | −16,202−61.5% | Reduced |
| Papp L Roy & Associates | 10,017 | $672.8K | 0.07% | −74,345−88.1% | Reduced |
| Monaco Asset Management SAM | 10,000 | $671.7K | 0.20% | +10,000 | New |
| Moors & Cabot, Inc. | 9,979 | $670.3K | 0.03% | −10,634−51.6% | Reduced |
| Tema ETFs LLC | 9,953 | $668.5K | 0.05% | +927+10.3% | Added |
| Umb Bank N A | 9,829 | $660.2K | 0.01% | −589−5.7% | Reduced |
| Abundance Wealth Counselors | 9,794 | $657.9K | 0.11% | −1,537−13.6% | Reduced |
| Moran Wealth Management, LLC | 9,771 | $656.3K | 0.02% | +9,771 | New |
| Peapack Gladstone Financial Corp | 9,707 | $652.0K | 0.01% | −24,625−71.7% | Reduced |
| Raiffeisen Bank International AG | 9,578 | $646.9K | 0.01% | −39,409−80.4% | Reduced |
| Portfolio Design Labs, LLC | 9,579 | $643.4K | 0.11% | +714+8.1% | Added |
| Avanza Fonder AB | 9,555 | $641.8K | 0.02% | +9,555 | New |
| Flagship Harbor Advisors, LLC | 9,509 | $638.7K | 0.03% | +5,091+115.2% | Added |
| Triad Investment Management | 9,490 | $637.4K | 0.65% | +9,490 | New |
| Lederer & Associates Investment Counsel | 9,453 | $635.0K | 0.43% | −1,395−12.9% | Reduced |
| Capital Investment Counsel, LLC | 9,443 | $634.3K | 0.09% | +9,443 | New |
| U.S. Capital Wealth Advisors, LLC | 9,338 | $627.2K | 0.02% | +1,819+24.2% | Added |
| Trinity Financial Advisors LLC | 9,321 | $626.1K | 0.18% | −9,211−49.7% | Reduced |
| Advyzon Investment Management, LLC | 9,284 | $623.6K | 0.07% | +7,534+430.5% | Added |
| Heritage Trust Co | 9,245 | $621.0K | 0.06% | −41,508−81.8% | Reduced |
| Bokf, NA | 9,217 | $619.1K | 0.01% | −1,709−15.6% | Reduced |
| Horizon Investments, LLC | 9,113 | $612.1K | 0.01% | −4,086−31.0% | Reduced |
| Venturi Wealth Management, LLC | 9,096 | $611.0K | 0.03% | −83,410−90.2% | Reduced |
| Cooper Financial Group | 9,032 | $606.7K | 0.06% | +956+11.8% | Added |
| Brookstone Capital Management | 9,005 | $604.9K | 0.01% | +122+1.4% | Added |
| Ascent Group, LLC | 8,993 | $604.1K | 0.02% | −22,546−71.5% | Reduced |
| Cypress Advisory Group LLC | 8,975 | $602.9K | 0.44% | −6,227−41.0% | Reduced |
| SRS Capital Advisors, Inc. | 8,941 | $600.6K | 0.02% | −50,967−85.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,820 | $592.4K | 0.01% | −78,227−89.9% | Reduced |
| Factory Mutual Insurance Co | 8,800 | $591.1K | 0.01% | −210,800−96.0% | Reduced |
| TCW Group Inc | 8,769 | $589.0K | 0.00% | −516,051−98.3% | Reduced |
| Key Financial Inc | 8,759 | $588.3K | 0.11% | −75−0.8% | Reduced |
| Zions Bancorporation, National Association | 8,750 | $587.7K | 0.03% | +1,130+14.8% | Added |
| Legacy Advisors, LLC | 8,660 | $581.7K | 0.06% | +257+3.1% | Added |
| Harbor Investment Advisory, LLC | 8,660 | $581.7K | 0.04% | −10,119−53.9% | Reduced |
| Patten Group, Inc. | 8,649 | $581.0K | 0.11% | +8,649 | New |
| Global Retirement Partners, LLC | 8,564 | $575.2K | 0.01% | −3,728−30.3% | Reduced |
| Abacus Planning Group, Inc. | 8,474 | $569.2K | 0.08% | +115+1.4% | Added |
| AE Wealth Management LLC | 8,474 | $569.2K | 0.00% | +5,322+168.8% | Added |
| Operose Advisors LLC | 8,453 | $567.8K | 0.13% | +5,747+212.4% | Added |
| Duncker Streett & Co Inc | 8,427 | $566.0K | 0.10% | −963−10.3% | Reduced |
| Trust Co of Oklahoma | 8,399 | $564.2K | 0.16% | −11,534−57.9% | Reduced |
| Middleton & Co Inc | 8,378 | $562.8K | 0.06% | −44,515−84.2% | Reduced |
| Frank, Rimerman Advisors LLC | 8,328 | $559.4K | 0.04% | +2,755+49.4% | Added |
| Wayfinding Financial, LLC | 8,323 | $559.0K | 0.24% | −251−2.9% | Reduced |
| FNY Investment Advisers, LLC | 8,303 | $557.0K | 0.16% | +8,289+59,207.1% | Added |
| Circle Wealth Management, LLC | 8,289 | $556.8K | 0.01% | +1,644+24.7% | Added |
| Mendel Money Management | 8,282 | $556.3K | 0.23% | −5,270−38.9% | Reduced |
| Gamco Investors, Inc. Et Al | 8,280 | $556.2K | 0.01% | −5,495−39.9% | Reduced |
| Kingsview Wealth Management, LLC | 8,220 | $552.1K | 0.01% | +1,248+17.9% | Added |
| Resources Investment Advisors, LLC. | 8,208 | $551.3K | 0.01% | −30,260−78.7% | Reduced |
| Allworth Financial LP | 8,153 | $547.7K | 0.00% | +505+6.6% | Added |
| HighPoint Advisor Group LLC | 8,148 | $547.3K | 0.01% | −1,502−15.6% | Reduced |
| Sagespring Wealth Partners, LLC | 8,127 | $545.9K | 0.01% | −4,913−37.7% | Reduced |
| Pflug Koory, LLC | 8,092 | $543.5K | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,068 | $541.9K | 0.01% | −18,498−69.6% | Reduced |
| Hennessy Advisors Inc | 8,000 | $537.4K | 0.02% | +8,000 | New |