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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 7,983 | $536.2K | 0.00% | −1,462−15.5% | Reduced |
| Grimes & Company, Inc. | 7,977 | $535.8K | 0.01% | −114−1.4% | Reduced |
| RD Finance Ltd | 7,940 | $533.0K | 0.54% | +7,940 | New |
| Abacus Wealth Partners, LLC | 7,848 | $527.1K | 0.05% | +3,494+80.2% | Added |
| Evergreen Capital Management LLC | 7,844 | $526.9K | 0.01% | +868+12.4% | Added |
| Parrish Capital LLC | 7,837 | $526.4K | 0.48% | +7,837 | New |
| Ifrah Financial Services, Inc. | 7,822 | $525.4K | 0.13% | −206−2.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 7,820 | $525.3K | 0.17% | +44+0.6% | Added |
| Chicago Partners Investment Group LLC | 7,770 | $524.9K | 0.01% | +4,001+106.2% | Added |
| Meiji Yasuda Life Insurance Co | 7,812 | $524.7K | 0.02% | −6,581−45.7% | Reduced |
| Landaas & Co | 7,801 | $524.0K | 0.12% | −121−1.5% | Reduced |
| LOM Asset Management Ltd | 7,792 | $523.4K | 0.15% | −16,206−67.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,750 | $520.6K | 0.21% | +4,310+125.3% | Added |
| Eukles Asset Management | 7,738 | $519.8K | 0.20% | +115+1.5% | Added |
| Miracle Mile Advisors, LLC | 7,719 | $518.5K | 0.01% | −2,022−20.8% | Reduced |
| Arkadios Wealth Advisors | 7,686 | $516.3K | 0.01% | −3,888−33.6% | Reduced |
| Intelligence Driven Advisers, LLC | 7,675 | $515.5K | 0.07% | −10.0% | Reduced |
| Mystic Asset Management, Inc. | 7,640 | $513.2K | 0.12% | −265−3.4% | Reduced |
| Capital International Sarl | 7,638 | $513.0K | 0.01% | −19,000−71.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,640 | $513.0K | 0.12% | +7,640 | New |
| IHT Wealth Management, LLC | 7,636 | $512.9K | 0.01% | +5,549+265.9% | Added |
| Kerrisdale Advisers, LLC | 7,630 | $512.5K | 0.24% | +7,630 | New |
| Formidable Asset Management, LLC | 3,966 | $511.3K | 0.07% | +3,966 | New |
| Hillsdale Investment Management Inc. | 7,605 | $510.8K | 0.01% | +1,085+16.6% | Added |
| Brown Brothers Harriman & Co | 7,580 | $509.1K | 0.00% | −1,213−13.8% | Reduced |
| Y.D. More Investments Ltd | 7,569 | $508.4K | 0.02% | −420−5.3% | Reduced |
| Trust Co of Vermont | 7,559 | $507.7K | 0.02% | +662+9.6% | Added |
| Radnor Capital Management, LLC | 7,524 | $505.4K | 0.08% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,470 | $502.6K | 0.00% | −260,030−97.2% | Reduced |
| John G Ullman & Associates Inc | 7,450 | $500.4K | 0.07% | −30,521−80.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,392 | $496.5K | 0.10% | −5,122−40.9% | Reduced |
| Malaga Cove Capital, LLC | 7,378 | $495.6K | 0.17% | +5,015+212.2% | Added |
| Addison Advisors LLC | 7,369 | $495.0K | 0.11% | −815−10.0% | Reduced |
| Haverford Trust Co | 7,360 | $494.4K | 0.00% | −151−2.0% | Reduced |
| CCM Investment Advisers LLC | 7,347 | $493.5K | 0.05% | −66,793−90.1% | Reduced |
| Nilsine Partners, LLC | 7,340 | $493.0K | 0.04% | −10,595−59.1% | Reduced |
| Jacobi Capital Management LLC | 7,304 | $490.6K | 0.03% | −6,570−47.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,302 | $490.5K | 0.01% | −204−2.7% | Reduced |
| Spinnaker Trust | 7,296 | $490.1K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 7,246 | $486.7K | 0.01% | −116,118−94.1% | Reduced |
| Azzad Asset Management Inc | 7,237 | $486.1K | 0.05% | +7,237 | New |
| King Wealth | 7,232 | $486.0K | 0.06% | +5,208+257.3% | Added |
| Brown, Lisle/Cummings, Inc. | 7,221 | $485.0K | 0.12% | −14,573−66.9% | Reduced |
| GM Advisory Group, Inc. | 7,192 | $483.1K | 0.02% | +2,248+45.5% | Added |
| Mill Creek Capital Advisors, LLC | 7,186 | $482.7K | 0.01% | −234−3.2% | Reduced |
| BNP Paribas | 7,120 | $478.4K | 0.01% | +7,120 | New |
| Purkiss Capital Advisors LLC | 7,115 | $477.9K | 0.22% | 00.0% | Unchanged |
| Cynosure Management, LLC | 7,094 | $476.5K | 0.05% | +7,094 | New |
| TownSquare Capital, LLC | 7,067 | $474.7K | 0.11% | −10,842−60.5% | Reduced |
| SkyView Investment Advisors, LLC | 7,052 | $474.0K | 0.06% | +198+2.9% | Added |
| Mirabella Financial Services LLP | 7,041 | $472.9K | 0.05% | +7,041 | New |
| GTS Securities LLC | 7,028 | $472.1K | 0.02% | +4,809+216.7% | Added |
| Inscription Capital, LLC | 7,019 | $471.5K | 0.05% | +2,692+62.2% | Added |
| Wesbanco Bank Inc | 7,005 | $470.5K | 0.01% | −173−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,988 | $469.3K | 0.02% | +3,222+85.6% | Added |
| Ellevest, Inc. | 6,986 | $469.3K | 0.06% | +2,508+56.0% | Added |
| Investors Asset Management of Georgia Inc | 6,976 | $468.6K | 0.19% | +6,976 | New |
| Kovitz Investment Group Partners, LLC | 6,969 | $468.1K | 0.01% | −1,389,897−99.5% | Reduced |
| First Horizon Corp | 6,950 | $466.8K | 0.02% | +768+12.4% | Added |
| L & S Advisors Inc | – | $460.8K | 0.04% | – | New |
| Legend Financial Advisors, Inc. | 6,844 | $459.7K | 0.28% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,818 | $458.0K | 0.04% | −10,379−60.4% | Reduced |
| Readystate Asset Management LP | 6,807 | $457.2K | 0.02% | +6,807 | New |
| Cardinal Point Capital Management, ULC | 6,802 | $456.9K | 0.03% | −2,605−27.7% | Reduced |
| Mutual Advisors, LLC | 6,757 | $453.9K | 0.01% | −8,912−56.9% | Reduced |
| Vise Technologies, Inc. | 6,744 | $453.0K | 0.01% | −3,804−36.1% | Reduced |
| Wedmont Private Capital | 6,536 | $449.1K | 0.02% | +901+16.0% | Added |
| NewEdge Wealth, LLC | 6,658 | $447.2K | 0.01% | +2,170+48.4% | Added |
| N.E.W. Advisory Services LLC | 6,643 | $446.2K | 0.03% | +5,115+334.8% | Added |
| Davenport & Co LLC | 6,569 | $441.2K | 0.00% | −4,877−42.6% | Reduced |
| Old National Bancorp | 6,538 | $439.2K | 0.01% | −240−3.5% | Reduced |
| Dorato Capital Management | 6,477 | $437.2K | 0.33% | +6,477 | New |
| Cheviot Value Management, LLC | 6,717 | $436.3K | 0.04% | −43,896−86.7% | Reduced |
| Storgate, LLC | 6,397 | $429.7K | 0.35% | +6,397 | New |
| Trust Asset Management LLC | 6,318 | $424.4K | 0.03% | −253−3.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 6,280 | $421.8K | 0.03% | +6,280 | New |
| Legacy Trust | 6,267 | $421.0K | 0.08% | −566−8.3% | Reduced |
| LRT Capital Management, LLC | 6,254 | $420.1K | 0.36% | +6,254 | New |
| Kera Capital Partners, Inc. | 6,590 | $420.0K | 0.05% | +6,590 | New |
| BankPlus Trust Department | 6,220 | $417.8K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 6,217 | $417.6K | 0.00% | −4,975−44.5% | Reduced |
| Plato Investment Management Ltd | 6,170 | $416.5K | 0.03% | −13,208−68.2% | Reduced |
| CoreFirst Bank & Trust | 6,200 | $416.5K | 0.23% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,196 | $416.2K | 0.04% | −3,619−36.9% | Reduced |
| Principle Wealth Partners LLC | 6,152 | $413.2K | 0.02% | +1,360+28.4% | Added |
| Smartleaf Asset Management LLC | 6,105 | $412.3K | 0.02% | −3,202−34.4% | Reduced |
| Arcataur Capital Management LLC | 6,122 | $411.2K | 0.12% | +90+1.5% | Added |
| Matters Capital LLC | 6,072 | $407.9K | 0.33% | +6,072 | New |
| Central Trust Co | 6,033 | $405.2K | 0.01% | −1,408−18.9% | Reduced |
| Carderock Capital Management Inc | 6,024 | $404.6K | 0.10% | −35,303−85.4% | Reduced |
| Roberts Glore & Co Inc | 6,018 | $404.2K | 0.11% | +1,140+23.4% | Added |
| Commerzbank Aktiengesellschaft | 6,003 | $403.0K | 0.01% | +274+4.8% | Added |
| Baker Avenue Asset Management, LP | 5,986 | $402.1K | 0.01% | +571+10.5% | Added |
| Smith, Moore & Co. | 5,916 | $397.4K | 0.03% | −2,392−28.8% | Reduced |
| Baader Bank INC | 7,618 | $395.4K | 0.03% | +7,618 | New |
| Drive Wealth Management, LLC | 5,886 | $395.4K | 0.08% | +718+13.9% | Added |
| David Loasby | 5,797 | $395.4K | 0.03% | −1,599−21.6% | Reduced |
| Employees Retirement System of Texas | 5,815 | $391.0K | 0.00% | +1,364+30.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,808 | $390.1K | 0.02% | +5,808 | New |
| Boston Common Asset Management, LLC | 5,787 | $388.7K | 0.02% | −17−0.3% | Reduced |