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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 20,572 | $3.29M | 0.25% | −382−1.8% | Reduced |
| Capital Analysts, LLC | 20,621 | $3.30M | 0.15% | +434+2.1% | Added |
| Birch Capital Management, LLC | 20,781 | $3.32M | 1.73% | +462+2.3% | Added |
| Principal Securities, Inc. | 20,895 | $3.34M | 0.10% | +2,810+15.5% | Added |
| Eads & Heald Wealth Management | 20,904 | $3.34M | 1.56% | −1,768−7.8% | Reduced |
| Hohimer Wealth Management, LLC | 21,343 | $3.41M | 0.80% | −22,068−50.8% | Reduced |
| Trust Co of Oklahoma | 21,538 | $3.44M | 1.22% | −59−0.3% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $3.45M | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 21,597 | $3.45M | 0.21% | +716+3.4% | Added |
| First Financial Bank - Trust Division | 21,842 | $3.49M | 0.34% | +21,842 | New |
| Van Eck Associates Corp | 21,863 | $3.49M | 0.01% | −2,154−9.0% | Reduced |
| Horizon Investment Services, LLC | 21,864 | $3.49M | 1.71% | +2,700+14.1% | Added |
| Baldwin Investment Management, LLC | 21,970 | $3.51M | 0.48% | −205−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 22,207 | $3.55M | 0.09% | −669−2.9% | Reduced |
| Robbins Farley LLC | 22,270 | $3.56M | 1.96% | −4,294−16.2% | Reduced |
| Moors & Cabot, Inc. | 22,535 | $3.60M | 0.20% | −490−2.1% | Reduced |
| Vinva Investment Management Ltd | 22,766 | $3.64M | 0.21% | +1,500+7.1% | Added |
| First National Advisers, LLC | 25,042 | $3.64M | 0.82% | +4,137+19.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $3.68M | 0.23% | −5,750−20.0% | Reduced |
| AMG National Trust Bank | 23,045 | $3.68M | 0.11% | −2,048−8.2% | Reduced |
| Forge First Asset Management Inc. | 23,150 | $3.69M | 1.16% | +7,750+50.3% | Added |
| Parallax Volatility Advisers, L.P. | 23,135 | $3.70M | 0.11% | −9,227−28.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,150 | $3.70M | 1.26% | +50+0.2% | Added |
| Ascent Group, LLC | 23,238 | $3.71M | 0.33% | +11,831+103.7% | Added |
| CWM, LLC | 23,276 | $3.72M | 0.02% | +1,912+8.9% | Added |
| Cary Street Partners Asset Management LLC | 23,336 | $3.73M | 0.58% | −98−0.4% | Reduced |
| Freemont Management S.A. | 23,400 | $3.74M | 0.58% | −7,300−23.8% | Reduced |
| Metis Global Partners, LLC | 23,536 | $3.76M | 0.14% | −603−2.5% | Reduced |
| Prelude Capital Management, LLC | 23,559 | $3.77M | 0.26% | +12,337+109.9% | Added |
| JB Capital LLC | 23,623 | $3.78M | 0.25% | −32−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 25,401 | $3.79M | 0.16% | +14,722+137.9% | Added |
| Anderson Hoagland & Co | 24,732 | $3.80M | 0.43% | −192−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 23,806 | $3.80M | 2.04% | −300−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 23,825 | $3.81M | 0.09% | −69,142−74.4% | Reduced |
| Timber Creek Capital Management LLC | 23,839 | $3.81M | 1.19% | −16,112−40.3% | Reduced |
| Metropolitan Life Insurance Co | 24,206 | $3.87M | 0.17% | −223−0.9% | Reduced |
| Blume Capital Management, Inc. | 24,269 | $3.88M | 0.95% | −170−0.7% | Reduced |
| ClariVest Asset Management LLC | 24,314 | $3.89M | 0.40% | −57,300−70.2% | Reduced |
| D L Carlson Investment Group Inc | 24,462 | $3.91M | 0.76% | −458−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 24,500 | $3.92M | 0.10% | +1,100+4.7% | Added |
| Jag Capital Management, LLC | 24,522 | $3.92M | 0.56% | −84−0.3% | Reduced |
| Soros Capital Management LLC | 24,560 | $3.93M | 1.08% | −12,830−34.3% | Reduced |
| Peddock Capital Advisors, LLC | 24,593 | $3.93M | 1.03% | +371+1.5% | Added |
| Indiana Trust & Investment Management CO | 24,791 | $3.96M | 1.60% | +549+2.3% | Added |
| GWM Advisors LLC | 24,852 | $3.97M | 0.03% | +3,178+14.7% | Added |
| Elevatus Welath Management | 25,029 | $4.00M | 1.58% | +778+3.2% | Added |
| VisionPoint Advisory Group, LLC | 25,074 | $4.01M | 1.44% | +1,871+8.1% | Added |
| Triad Investment Management | 25,093 | $4.01M | 4.87% | −2,919−10.4% | Reduced |
| Fulton Bank, N.A. | 25,095 | $4.01M | 0.16% | −835−3.2% | Reduced |
| Paloma Partners Management Co | 25,124 | $4.02M | 0.58% | +25,124 | New |
| BancorpSouth Bank | 25,225 | $4.03M | 0.29% | −105−0.4% | Reduced |
| Keeler Thomas Management LLC | 25,378 | $4.06M | 1.39% | −385−1.5% | Reduced |
| Page Arthur B | 25,529 | $4.08M | 4.20% | −1,620−6.0% | Reduced |
| Meridian Wealth Advisors, LLC | 25,650 | $4.10M | 0.77% | +1,530+6.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 25,905 | $4.14M | 0.49% | +25,905 | New |
| Fiduciary Trust Co | 26,293 | $4.20M | 0.06% | −1,235−4.5% | Reduced |
| National Bank of Canada | 27,528 | $4.22M | 0.01% | −11,168−28.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,450 | $4.23M | 0.18% | −1,662−5.9% | Reduced |
| FFT Wealth Management LLC | 26,485 | $4.23M | 0.36% | +26,485 | New |
| Illinois Municipal Retirement Fund | 26,601 | $4.25M | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 26,760 | $4.28M | 0.08% | +20,282+313.1% | Added |
| Capital City Trust Co | 26,830 | $4.29M | 1.19% | −733−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,103 | $4.33M | 0.02% | −1,740−6.0% | Reduced |
| Advisory Services Network, LLC | 27,157 | $4.34M | 0.10% | +1,855+7.3% | Added |
| Graypoint LLC | 27,259 | $4.36M | 0.31% | −837−3.0% | Reduced |
| Alpha Cubed Investments, LLC | 27,337 | $4.37M | 0.23% | −135,271−83.2% | Reduced |
| HB Wealth Management, LLC | 27,439 | $4.39M | 0.06% | +546+2.0% | Added |
| ING Groep NV | 27,467 | $4.39M | 0.03% | −22,933−45.5% | Reduced |
| South State Corp. | 27,753 | $4.44M | 0.35% | +1,276+4.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,775 | $4.44M | 0.05% | −304−1.1% | Reduced |
| Dempze Nancy E | 27,999 | $4.47M | 3.41% | +392+1.4% | Added |
| Otter Creek Advisors, LLC | 28,000 | $4.47M | 3.14% | +28,000 | New |
| First National Bank of Omaha | 20,290 | $4.48M | 0.31% | −20,660−50.5% | Reduced |
| Clayton Partners LLC | 28,115 | $4.49M | 3.82% | −713−2.5% | Reduced |
| EagleClaw Capital Managment, LLC | 28,185 | $4.50M | 0.82% | −300−1.1% | Reduced |
| Taylor Financial Group, Inc. | 28,342 | $4.53M | 3.45% | −193−0.7% | Reduced |
| Horan Capital Advisors, LLC. | 28,433 | $4.54M | 1.62% | −211−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,464 | $4.55M | 0.25% | −884−3.0% | Reduced |
| American Century Companies Inc | 28,708 | $4.59M | 0.00% | +1,736+6.4% | Added |
| Tabor Asset Management, LP | 28,817 | $4.61M | 1.92% | +28,817 | New |
| Assetmark, Inc | 29,417 | $4.70M | 0.02% | +23,202+373.3% | Added |
| Oribel Capital Management, LP | 29,700 | $4.75M | 0.54% | −137,400−82.2% | Reduced |
| Howe & Rusling Inc | 29,903 | $4.78M | 0.46% | +445+1.5% | Added |
| Wealthfront Advisers LLC | 29,956 | $4.79M | 0.02% | +184+0.6% | Added |
| Colony Group, LLC | 30,004 | $4.79M | 0.04% | +20,552+217.4% | Added |
| Ieq Capital, LLC | 30,056 | $4.80M | 0.07% | +5,747+23.6% | Added |
| New Mexico Educational Retirement Board | 30,216 | $4.83M | 0.17% | −1,900−5.9% | Reduced |
| Quantinno Capital Management LP | 30,251 | $4.83M | 0.11% | +5,009+19.8% | Added |
| Ami Investment Management Inc | 30,492 | $4.87M | 1.77% | −200−0.7% | Reduced |
| Nemes Rush Group LLC | 30,496 | $4.87M | 0.70% | +5,928+24.1% | Added |
| Monarch Capital Management Inc | 30,564 | $4.88M | 1.38% | −89−0.3% | Reduced |
| Meridian Management Co | 30,701 | $4.91M | 1.34% | −14,437−32.0% | Reduced |
| Keel Point, LLC | 30,702 | $4.91M | 0.51% | +442+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,722 | $4.91M | 0.23% | +1,614+5.5% | Added |
| United Capital Financial Advisers, LLC | 30,873 | $4.93M | 0.04% | −896−2.8% | Reduced |
| Stephens Inc | 31,001 | $4.95M | 0.08% | +1,293+4.4% | Added |
| Thomas Story & Son LLC | 31,125 | $4.97M | 2.10% | −25−0.1% | Reduced |
| Cornerstone Advisors, LLC | 31,200 | $4.99M | 0.21% | 00.0% | Unchanged |
| Glenview Trust Co | 31,380 | $5.02M | 0.11% | −153−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $5.04M | 0.81% | 00.0% | Unchanged |