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, Q1 2024
Institutional positions in Fiserv Inc as of Mar 31, 2024. 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
- 1,646
- +73 vs. Q4 2023
- Shares held
- 534.5M
- −4.60M (−0.9%) vs. Q4 2023
- Total value
- $85.2B
- +$13.7B (+19.2%) vs. Q4 2023
- New holders
- 176
- 568 more added
- Sold out
- 103
- 668 more reduced
19 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roundview Capital LLC | 13,131 | $2.10M | 0.17% | +157+1.2% | Added |
| Howland Capital Management LLC | 13,158 | $2.10M | 0.10% | −40.0% | Reduced |
| CAPROCK Group, Inc. | 13,160 | $2.10M | 0.12% | −11,646−46.9% | Reduced |
| Bamco Inc | 13,213 | $2.11M | 0.01% | −187−1.4% | Reduced |
| Summit Financial Group Inc | 13,265 | $2.12M | 0.75% | −50−0.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,330 | $2.13M | 0.06% | +94+0.7% | Added |
| Public Sector Pension Investment Board | 13,370 | $2.14M | 0.02% | +900+7.2% | Added |
| Cullen Investment Group, Ltd. | 13,504 | $2.14M | 0.34% | +241+1.8% | Added |
| Palumbo Wealth Management LLC | 13,388 | $2.14M | 0.96% | +2,999+28.9% | Added |
| Fayez Sarofim & Co | 13,444 | $2.15M | 0.01% | −580−4.1% | Reduced |
| MTM Investment Management, LLC | 13,445 | $2.15M | 0.89% | −8−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,498 | $2.16M | 0.03% | +62+0.5% | Added |
| Van Leeuwen & Company, LLC | 13,576 | $2.17M | 1.10% | +407+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 13,654 | $2.18M | 0.12% | +717+5.5% | Added |
| Signaturefd, LLC | 13,718 | $2.19M | 0.05% | +158+1.2% | Added |
| Veracity Capital LLC | 13,805 | $2.21M | 0.86% | −541−3.8% | Reduced |
| Wedbush Securities Inc | 13,974 | $2.23M | 0.08% | +2,639+23.3% | Added |
| Harrell Investment Partners, LLC | 13,979 | $2.23M | 0.66% | −1,409−9.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,982 | $2.23M | 0.24% | +750+5.7% | Added |
| Davenport & Co LLC | 13,999 | $2.24M | 0.01% | +524+3.9% | Added |
| Portfolio Design Labs, LLC | 14,262 | $2.28M | 0.77% | +14,262 | New |
| Buttonwood Financial Advisors Inc. | 14,264 | $2.28M | 1.07% | −407−2.8% | Reduced |
| UniSuper Management Pty Ltd | 14,330 | $2.29M | 0.02% | +9,328+186.5% | Added |
| Turtle Creek Asset Management Inc. | 14,500 | $2.32M | 0.06% | +2,700+22.9% | Added |
| Harbor Investment Advisory, LLC | 14,584 | $2.33M | 0.24% | −81−0.6% | Reduced |
| Umb Bank N A | 14,599 | $2.33M | 0.04% | −669−4.4% | Reduced |
| Kendall Capital Management | 14,648 | $2.34M | 0.81% | +485+3.4% | Added |
| We Are One Seven, LLC | 14,685 | $2.35M | 0.12% | −4,844−24.8% | Reduced |
| Exchange Traded Concepts, LLC | 14,722 | $2.35M | 0.06% | −5,042−25.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,841 | $2.37M | 0.12% | +713+5.0% | Added |
| NEOS Investment Management LLC | 14,927 | $2.39M | 0.15% | +6,434+75.8% | Added |
| Burney Co | 14,946 | $2.39M | 0.09% | −226−1.5% | Reduced |
| Palisade Asset Management, LLC | 15,002 | $2.40M | 0.23% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 15,004 | $2.40M | 1.65% | −2,323−13.4% | Reduced |
| Wisconsin Capital Management LLC | 15,105 | $2.41M | 1.27% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 15,203 | $2.43M | 0.31% | +774+5.4% | Added |
| Wetherby Asset Management Inc | 15,303 | $2.45M | 0.12% | −139−0.9% | Reduced |
| Fiduciary Family Office, LLC | 15,334 | $2.45M | 0.96% | +5,793+60.7% | Added |
| Ostrum Asset Management | 15,440 | $2.47M | 0.20% | +548+3.7% | Added |
| Alpine Woods Capital Investors, LLC | 16,425 | $2.51M | 0.50% | −30,400−64.9% | Reduced |
| Harbor Capital Advisors, Inc. | 15,737 | $2.52M | 0.33% | −562−3.4% | Reduced |
| Investment Management Corp of Ontario | 15,743 | $2.52M | 0.07% | −4,500−22.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,809 | $2.52M | 0.21% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 15,979 | $2.55M | 0.40% | −256−1.6% | Reduced |
| North Star Investment Management Corp. | 16,018 | $2.56M | 0.18% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 16,139 | $2.58M | 0.02% | +14,648+982.4% | Added |
| Squarepoint Ops LLC | 16,277 | $2.60M | 0.01% | −193,027−92.2% | Reduced |
| Man Group plc | 16,508 | $2.64M | 0.01% | +7,375+80.8% | Added |
| WESCAP Management Group, Inc. | 16,624 | $2.66M | 0.77% | −83−0.5% | Reduced |
| United Services Automobile Association | 16,646 | $2.66M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,905 | $2.70M | 0.04% | +237+1.4% | Added |
| Veriti Management LLC | 16,921 | $2.70M | 0.20% | +2,093+14.1% | Added |
| First Horizon Advisors, Inc. | 16,951 | $2.71M | 0.08% | −1,219−6.7% | Reduced |
| Legato Capital Management LLC | 17,013 | $2.72M | 0.33% | 00.0% | Unchanged |
| Geneva Partners, LLC | 17,039 | $2.72M | 1.20% | +17,039 | New |
| Twin Capital Management Inc | 17,174 | $2.74M | 0.34% | −1,589−8.5% | Reduced |
| Magellan Asset Management Ltd | 17,175 | $2.74M | 0.03% | −2,341−12.0% | Reduced |
| Savant Capital, LLC | 17,346 | $2.77M | 0.03% | +10,446+151.4% | Added |
| Buckingham Strategic Wealth, LLC | 17,508 | $2.80M | 0.03% | +3,141+21.9% | Added |
| Wellington Management Group LLP | 17,567 | $2.81M | 0.00% | −7,215−29.1% | Reduced |
| Simplicity Wealth,LLC | 17,724 | $2.83M | 0.07% | +17,724 | New |
| Bleakley Financial Group, LLC | 17,775 | $2.84M | 0.08% | +155+0.9% | Added |
| Apollon Wealth Management, LLC | 17,857 | $2.85M | 0.09% | −1,499−7.7% | Reduced |
| Insight Wealth Strategies, LLC | 17,924 | $2.86M | 0.42% | −1,467−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 18,049 | $2.88M | 0.03% | +243+1.4% | Added |
| Consolidated Planning Corp | 18,076 | $2.89M | 0.49% | +354+2.0% | Added |
| Argyle Capital Management Inc. | 18,188 | $2.91M | 1.12% | −754−4.0% | Reduced |
| Davidson Capital Management Inc. | 18,309 | $2.93M | 0.94% | +44+0.2% | Added |
| Berger Financial Group, Inc | 18,315 | $2.93M | 0.24% | −235−1.3% | Reduced |
| Hall Laurie J Trustee | 18,465 | $2.95M | 1.04% | +450+2.5% | Added |
| Silphium Asset Management Ltd | 18,888 | $3.02M | 1.56% | 00.0% | Unchanged |
| Marex Group plc | 18,889 | $3.02M | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 18,905 | $3.02M | 0.04% | +1,150+6.5% | Added |
| Axxcess Wealth Management, LLC | 18,986 | $3.03M | 0.09% | −7,796−29.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,045 | $3.04M | 0.08% | +48+0.3% | Added |
| Raymond James Trust N.A. | 19,082 | $3.05M | 0.07% | +622+3.4% | Added |
| Investment Research & Advisory Group, Inc. | 19,217 | $3.07M | 1.42% | +1,484+8.4% | Added |
| KLCM Advisors, Inc. | 19,223 | $3.07M | 0.39% | −13−0.1% | Reduced |
| Connectus Wealth, LLC | 19,258 | $3.08M | 0.08% | −2,475−11.4% | Reduced |
| Trinity Financial Advisors LLC | 19,376 | $3.10M | 1.39% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 19,510 | $3.12M | 1.99% | +19,510 | New |
| Robinson Value Management, Ltd. | 19,658 | $3.14M | 2.11% | −5,008−20.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 19,735 | $3.15M | 1.08% | +335+1.7% | Added |
| Everence Capital Management Inc | 19,746 | $3.16M | 0.21% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 19,807 | $3.17M | 0.22% | −1,575−7.4% | Reduced |
| Barry Investment Advisors, LLC | 19,879 | $3.18M | 1.06% | −235−1.2% | Reduced |
| Gabelli Funds LLC | 19,900 | $3.18M | 0.02% | −4,000−16.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 19,940 | $3.19M | 0.89% | +19,940 | New |
| Private Advisor Group, LLC | 19,940 | $3.19M | 0.02% | +776+4.0% | Added |
| LaFleur & Godfrey LLC | 19,944 | $3.19M | 0.47% | −2,160−9.8% | Reduced |
| Altrafin AG | 20,000 | $3.20M | 1.16% | 00.0% | Unchanged |
| Norinchukin Bank, The | 20,030 | $3.20M | 0.10% | −262−1.3% | Reduced |
| Ellenbecker Investment Group | 20,132 | $3.22M | 0.68% | 00.0% | Unchanged |
| Central Trust Co | 20,143 | $3.22M | 0.08% | +112+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,205 | $3.23M | 0.23% | +20,205 | New |
| Campbell Newman Asset Management Inc | 20,212 | $3.23M | 0.26% | −41−0.2% | Reduced |
| Chartwell Investment Partners, LLC | 20,217 | $3.23M | 0.11% | −833−4.0% | Reduced |
| Albert D Mason Inc | 20,263 | $3.24M | 2.00% | +144+0.7% | Added |
| Mission Wealth Management, LP | 20,476 | $3.27M | 0.09% | +192+0.9% | Added |
| Plato Investment Management Ltd | 20,507 | $3.28M | 0.34% | +18,681+1,023.1% | Added |