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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 32,046 | $5.12M | 0.17% | −2,111−6.2% | Reduced |
| Bull Street Advisors, LLC | 32,310 | $5.16M | 2.47% | −210−0.6% | Reduced |
| Bey-Douglas LLC | 32,423 | $5.18M | 4.96% | −144−0.4% | Reduced |
| EULAV Asset Management | 32,805 | $5.24M | 0.14% | −110.0% | Reduced |
| Eagle Rock Investment Company, LLC | 32,991 | $5.27M | 0.98% | −505−1.5% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $5.27M | 0.93% | 00.0% | Unchanged |
| Westpac Banking Corp | 33,114 | $5.29M | 0.40% | −22−0.1% | Reduced |
| CenterBook Partners LP | 33,616 | $5.37M | 0.37% | −16,246−32.6% | Reduced |
| Nilsine Partners, LLC | 33,799 | $5.40M | 0.74% | +696+2.1% | Added |
| Argent Trust Co | 33,893 | $5.42M | 0.24% | +132+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,915 | $5.42M | 0.12% | −977−2.8% | Reduced |
| Cresset Asset Management, LLC | 33,975 | $5.43M | 0.03% | +4,607+15.7% | Added |
| Anchor Investment Management, LLC | 34,271 | $5.48M | 0.57% | +966+2.9% | Added |
| SFE Investment Counsel | 34,316 | $5.48M | 1.24% | +972+2.9% | Added |
| Nicollet Investment Management, Inc. | 34,331 | $5.49M | 2.02% | +178+0.5% | Added |
| Louisiana State Employees Retirement System | 34,900 | $5.58M | 0.11% | −1,400−3.9% | Reduced |
| Snowden Capital Advisors LLC | 34,946 | $5.59M | 0.17% | −6,122−14.9% | Reduced |
| Gilman Hill Asset Management, LLC | 35,268 | $5.64M | 1.01% | +170+0.5% | Added |
| Securian Asset Management, Inc | 35,350 | $5.65M | 0.17% | −2,661−7.0% | Reduced |
| MAI Capital Management | 35,681 | $5.70M | 0.06% | +26,428+285.6% | Added |
| Buffington Mohr McNeal | 35,709 | $5.71M | 1.03% | −920−2.5% | Reduced |
| JustInvest LLC | 35,773 | $5.72M | 0.12% | +1,563+4.6% | Added |
| First Business Financial Services, Inc. | 36,173 | $5.78M | 0.62% | −284−0.8% | Reduced |
| Toroso Investments, LLC | 36,199 | $5.78M | 0.10% | +8,377+30.1% | Added |
| Compass Wealth Management LLC | 36,324 | $5.81M | 1.45% | −330−0.9% | Reduced |
| AMJ Financial Wealth Management | 36,436 | $5.82M | 1.94% | +13,773+60.8% | Added |
| Edgemoor Investment Advisors, Inc. | 36,495 | $5.83M | 0.55% | +2,517+7.4% | Added |
| DF Dent & Co Inc | 36,711 | $5.87M | 0.07% | +50+0.1% | Added |
| TownSquare Capital, LLC | 37,395 | $5.98M | 0.09% | +3,050+8.9% | Added |
| Reynders McVeigh Capital Management, LLC | 37,412 | $5.98M | 0.34% | +890+2.4% | Added |
| Eley Financial Management, Inc | 37,481 | $5.99M | 2.58% | +200+0.5% | Added |
| Carmel Capital Management L.L.C. | 37,490 | $5.99M | 2.46% | +300+0.8% | Added |
| Tandem Investment Advisors, Inc. | 37,615 | $6.01M | 0.23% | −889−2.3% | Reduced |
| Matrix Asset Advisors Inc | 37,798 | $6.04M | 0.72% | −37,751−50.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 37,837 | $6.05M | 2.55% | +20+0.1% | Added |
| Baxter Bros Inc | 37,957 | $6.07M | 0.78% | −993−2.5% | Reduced |
| Geneos Wealth Management Inc. | 37,961 | $6.07M | 0.28% | +1,275+3.5% | Added |
| Stone Run Capital, LLC | 38,000 | $6.07M | 2.32% | −500−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 36,451 | $6.12M | 0.05% | +5,503+17.8% | Added |
| Hartford Investment Management Co | 38,817 | $6.20M | 0.22% | −1,665−4.1% | Reduced |
| HGK Asset Management Inc | 39,055 | $6.24M | 1.22% | −1,426−3.5% | Reduced |
| Buckhead Capital Management LLC | 39,159 | $6.26M | 2.12% | +461+1.2% | Added |
| Selway Asset Management | 39,405 | $6.30M | 2.52% | −500−1.3% | Reduced |
| Ironwood Investment Counsel, LLC | 39,684 | $6.34M | 1.12% | +956+2.5% | Added |
| AdvisorShares Investments LLC | 41,021 | $6.56M | 1.10% | +15,130+58.4% | Added |
| Prime Capital Investment Advisors, LLC | 41,561 | $6.64M | 0.09% | +4,123+11.0% | Added |
| CMH Wealth Management LLC | 41,750 | $6.67M | 1.70% | −5,251−11.2% | Reduced |
| Avanda Investment Management Pte. Ltd. | 42,257 | $6.75M | 0.91% | +42,257 | New |
| Intech Investment Management LLC | 42,631 | $6.81M | 0.10% | −32,354−43.1% | Reduced |
| Cloverfields Capital Group, LP | 42,867 | $6.85M | 2.31% | +1,871+4.6% | Added |
| Maryland State Retirement & Pension System | 46,939 | $6.90M | 0.14% | +397+0.9% | Added |
| RMB Capital Management, LLC | 43,266 | $6.91M | 0.16% | −100−0.2% | Reduced |
| Kestra Advisory Services, LLC | 43,444 | $6.94M | 0.05% | +1,193+2.8% | Added |
| John G Ullman & Associates Inc | 43,451 | $6.94M | 1.07% | −1,020−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 43,460 | $6.95M | 1.03% | +376+0.9% | Added |
| Resources Management Corp | 43,622 | $6.97M | 1.02% | −895−2.0% | Reduced |
| Heritage Trust Co | 43,832 | $7.01M | 0.94% | −163−0.4% | Reduced |
| Marshall & Sullivan Inc | 44,085 | $7.05M | 3.49% | −461−1.0% | Reduced |
| First Western Trust Bank | 44,633 | $7.13M | 0.32% | −1,494−3.2% | Reduced |
| Advisors Asset Management, Inc. | 44,667 | $7.14M | 0.14% | +9,489+27.0% | Added |
| Pacer Advisors, Inc. | 44,993 | $7.19M | 0.02% | +5,693+14.5% | Added |
| Karpas Strategies, LLC | 45,275 | $7.24M | 2.25% | −200.0% | Reduced |
| Thompson Investment Management, Inc. | 45,319 | $7.24M | 1.10% | −2,627−5.5% | Reduced |
| Kentucky Retirement Systems | 45,580 | $7.28M | 0.22% | −2,441−5.1% | Reduced |
| Marietta Investment Partners LLC | 45,709 | $7.31M | 1.60% | +2,422+5.6% | Added |
| Patton Albertson Miller Group, LLC | 45,859 | $7.33M | 1.10% | +2,826+6.6% | Added |
| Ayrshire Capital Management LLC | 45,981 | $7.35M | 3.97% | −1,127−2.4% | Reduced |
| Koss-Olinger Consulting, LLC | 45,981 | $7.35M | 3.97% | +45,981 | New |
| Notis-McConarty Edward | 46,100 | $7.37M | 2.91% | −3,855−7.7% | Reduced |
| Sendero Wealth Management, LLC | 46,186 | $7.38M | 1.27% | −1,497−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 46,366 | $7.41M | 0.14% | −1,641−3.4% | Reduced |
| M. Kraus & Co | 46,912 | $7.50M | 2.28% | +1,285+2.8% | Added |
| HM Payson & Co | 46,983 | $7.51M | 0.14% | −1,649−3.4% | Reduced |
| Prudential PLC | 47,198 | $7.54M | 0.06% | −1,524−3.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,381 | $7.57M | 0.32% | +240+0.5% | Added |
| Close Asset Management Ltd | 47,896 | $7.65M | 0.28% | −250−0.5% | Reduced |
| CX Institutional | 48,455 | $7.74M | 0.37% | +44,557+1,143.1% | Added |
| Delaney Dennis R | 48,699 | $7.78M | 4.24% | −757−1.5% | Reduced |
| Verdence Capital Advisors LLC | 48,734 | $7.79M | 0.71% | −2,829−5.5% | Reduced |
| Redmond Asset Management, LLC | 48,791 | $7.80M | 2.48% | −3,434−6.6% | Reduced |
| Palmer Knight Co | 48,848 | $7.81M | 3.80% | +1,158+2.4% | Added |
| Oarsman Capital, Inc. | 49,141 | $7.85M | 1.88% | −1,293−2.6% | Reduced |
| Brinker Capital Investments, LLC | 49,208 | $7.86M | 0.08% | −7,318−12.9% | Reduced |
| Orion Portfolio Solutions, LLC | 49,208 | $7.86M | 0.08% | −7,318−12.9% | Reduced |
| Shell Asset Management Co | 52,945 | $7.89M | 0.36% | −15,635−22.8% | Reduced |
| Hills Bank & Trust Co | 49,594 | $7.93M | 0.67% | −1,147−2.3% | Reduced |
| Two Point Capital Management, Inc. | 49,605 | $7.93M | 3.26% | +975+2.0% | Added |
| Jacobs & Co | 50,229 | $8.03M | 0.85% | −745−1.5% | Reduced |
| Andra AP-fonden | 50,395 | $8.05M | 0.14% | +50,395 | New |
| River & Mercantile Asset Management LLP | 50,585 | $8.08M | 2.03% | −12,069−19.3% | Reduced |
| Gulf International Bank (UK) Ltd | 50,942 | $8.14M | 0.21% | +172+0.3% | Added |
| Wilkins Investment Counsel Inc | 51,040 | $8.16M | 1.19% | +2,975+6.2% | Added |
| Oregon Public Employees Retirement Fund | 51,285 | $8.20M | 0.16% | +4,389+9.4% | Added |
| Cox Capital Mgt LLC | 51,307 | $8.20M | 5.05% | −1,220−2.3% | Reduced |
| Liberty Capital Management, Inc. | 52,402 | $8.37M | 2.06% | −830−1.6% | Reduced |
| Brooktree Capital Management | 52,546 | $8.40M | 6.48% | +1,677+3.3% | Added |
| Carderock Capital Management Inc | 52,649 | $8.41M | 2.36% | −1,811−3.3% | Reduced |
| Harber Asset Management LLC | 52,879 | $8.45M | 2.06% | −95,251−64.3% | Reduced |
| Cyrus J. Lawrence, LLC | 52,909 | $8.46M | 1.88% | +52,909 | New |
| Builder Investment Group Inc | 53,287 | $8.52M | 2.48% | −849−1.6% | Reduced |