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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 53,341 | $8.52M | 0.11% | +10,729+25.2% | Added |
| Contravisory Investment Management, Inc. | 53,379 | $8.53M | 1.89% | +134+0.3% | Added |
| Eagle Asset Management Inc | 53,914 | $8.55M | 0.04% | +3,600+7.2% | Added |
| Cheviot Value Management, LLC | 53,595 | $8.57M | 1.88% | −454−0.8% | Reduced |
| Smithbridge Asset Management Inc | 53,794 | $8.60M | 1.77% | −828−1.5% | Reduced |
| Guggenheim Capital LLC | 53,820 | $8.60M | 0.06% | +5,775+12.0% | Added |
| First National Trust Co | 53,902 | $8.61M | 0.35% | −29,698−35.5% | Reduced |
| Azimuth Capital Investment Management LLC | 54,137 | $8.65M | 0.36% | +54,137 | New |
| M&R Capital Management Inc | 54,328 | $8.68M | 2.13% | −2,163−3.8% | Reduced |
| Dillon & Associates Inc | 54,507 | $8.72M | 1.37% | +7,511+16.0% | Added |
| Elo Mutual Pension Insurance Co | 54,840 | $8.77M | 0.21% | +1,617+3.0% | Added |
| Vontobel Holding Ltd. | 54,872 | $8.77M | 0.07% | +23,635+75.7% | Added |
| Point72 Europe (London) LLP | 55,000 | $8.79M | 0.82% | −7,900−12.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 55,109 | $8.81M | 0.10% | +17,280+45.7% | Added |
| Hantz Financial Services, Inc. | 55,771 | $8.91M | 0.17% | −4,682−7.7% | Reduced |
| Atria Investments LLC | 56,017 | $8.95M | 0.12% | +1,607+3.0% | Added |
| Balyasny Asset Management LLC | 56,185 | $8.98M | 0.02% | +41,876+292.7% | Added |
| Oppenheimer Asset Management Inc. | 56,198 | $8.98M | 0.13% | −29,600−34.5% | Reduced |
| Jones Financial Companies LLLP | 56,411 | $9.02M | 0.01% | +10,389+22.6% | Added |
| Acadian Asset Management LLC | 56,645 | $9.05M | 0.03% | +44,776+377.3% | Added |
| Legal Advantage Investments, Inc. | 56,737 | $9.07M | 5.07% | −9,790−14.7% | Reduced |
| Cozad Asset Management Inc | 57,283 | $9.15M | 0.95% | −890−1.5% | Reduced |
| BTC Capital Management, Inc. | 57,519 | $9.19M | 0.84% | +57,519 | New |
| Middleton & Co Inc | 57,541 | $9.20M | 1.06% | −403−0.7% | Reduced |
| Diversified Trust Co | 57,748 | $9.23M | 0.28% | +11,876+25.9% | Added |
| 1832 Asset Management L.P. | 58,025 | $9.27M | 0.02% | −4,846−7.7% | Reduced |
| GDS Wealth Management | 58,172 | $9.30M | 1.09% | +9,663+19.9% | Added |
| Federated Hermes, Inc. | 58,254 | $9.31M | 0.02% | +16,946+41.0% | Added |
| Aptus Capital Advisors, LLC | 58,317 | $9.32M | 0.20% | −4,314−6.9% | Reduced |
| ProVise Management Group, LLC | 58,785 | $9.40M | 0.81% | +3,945+7.2% | Added |
| Tocqueville Asset Management L.P. | 58,877 | $9.41M | 0.15% | +475+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 59,769 | $9.50M | 0.07% | +20,850+53.6% | Added |
| Marks Group Wealth Management, Inc | 59,762 | $9.55M | 1.00% | −1,414−2.3% | Reduced |
| Captrust Financial Advisors | 59,860 | $9.57M | 0.04% | −13,550−18.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $9.59M | 0.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 60,189 | $9.62M | 0.64% | +866+1.5% | Added |
| Chesley Taft & Associates LLC | 60,907 | $9.73M | 0.50% | +432+0.7% | Added |
| Resources Investment Advisors, LLC. | 61,318 | $9.80M | 0.15% | +9,079+17.4% | Added |
| Walleye Trading LLC | 61,437 | $9.82M | 0.16% | −74,909−54.9% | Reduced |
| Papp L Roy & Associates | 61,827 | $9.88M | 1.18% | −2,055−3.2% | Reduced |
| PGGM Investments | 62,359 | $9.97M | 0.14% | +12,838+25.9% | Added |
| Core Alternative Capital | 62,673 | $10.0M | 1.79% | −13,744−18.0% | Reduced |
| M&G Plc | 62,922 | $10.1M | 0.06% | +62,922 | New |
| Hound Partners, LLC | 63,627 | $10.2M | 3.03% | +63,627 | New |
| Live Oak Private Wealth LLC | 63,669 | $10.2M | 1.76% | −160−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,738 | $10.2M | 0.04% | +4,703+8.0% | Added |
| Janney Montgomery Scott LLC | 63,865 | $10.2M | 0.03% | +3,666+6.1% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $10.3M | 4.65% | −26,483−29.1% | Reduced |
| Peapack Gladstone Financial Corp | 64,832 | $10.4M | 0.16% | +217+0.3% | Added |
| Credit Agricole S A | 71,416 | $10.5M | 0.18% | +19,467+37.5% | Added |
| Synovus Financial Corp | 65,713 | $10.5M | 0.14% | +2,628+4.2% | Added |
| Marshall Wace, LLP | 66,659 | $10.7M | 0.02% | −845,686−92.7% | Reduced |
| Pinnacle Financial Partners Inc | 66,914 | $10.7M | 0.23% | +294+0.4% | Added |
| Steamboat Capital Partners, LLC | 67,033 | $10.7M | 3.69% | +1,115+1.7% | Added |
| First Hawaiian Bank | 67,103 | $10.7M | 0.33% | −2,638−3.8% | Reduced |
| Addenda Capital Inc. | 67,208 | $10.7M | 0.41% | −3,350−4.7% | Reduced |
| HighTower Advisors, LLC | 68,077 | $10.9M | 0.02% | −95,513−58.4% | Reduced |
| Bahl & Gaynor Inc | 68,705 | $11.0M | 0.06% | −2,125−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 68,742 | $11.0M | 0.15% | −68,713−50.0% | Reduced |
| Webster Bank, N. A. | 68,870 | $11.0M | 1.23% | −1,835−2.6% | Reduced |
| Headinvest, LLC | 69,317 | $11.1M | 2.16% | −1,535−2.2% | Reduced |
| Nissay Asset Management Corp | 69,769 | $11.2M | 0.08% | −1,705−2.4% | Reduced |
| Woodstock Corp | 69,969 | $11.2M | 1.16% | +300+0.4% | Added |
| Great Valley Advisor Group, Inc. | 70,570 | $11.3M | 0.34% | +7,395+11.7% | Added |
| Pathstone Holdings, LLC | 71,160 | $11.4M | 0.05% | +4,979+7.5% | Added |
| Legacy Private Trust Co. | 72,543 | $11.6M | 0.85% | −5,535−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 72,818 | $11.6M | 0.03% | +824+1.1% | Added |
| Bragg Financial Advisors, Inc | 73,002 | $11.7M | 0.52% | +665+0.9% | Added |
| American National Bank | 73,692 | $11.8M | 1.56% | +2,015+2.8% | Added |
| Prio Wealth Limited Partnership | 73,958 | $11.8M | 0.34% | −840−1.1% | Reduced |
| Bellecapital International Ltd. | 74,169 | $11.9M | 2.62% | −1,210−1.6% | Reduced |
| State of Alaska, Department of Revenue | 74,873 | $12.0M | 0.14% | +300+0.4% | Added |
| Daiwa Securities Group Inc. | 75,431 | $12.1M | 0.07% | +3,691+5.1% | Added |
| Perennial Advisors, LLC | 75,560 | $12.1M | 2.81% | −2,160−2.8% | Reduced |
| Romano Brothers and Company | 75,902 | $12.1M | 1.66% | −670−0.9% | Reduced |
| Bailard, Inc. | 76,903 | $12.3M | 0.34% | −211−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,257 | $12.3M | 0.15% | +17,931+30.2% | Added |
| Landscape Capital Management, L.L.C. | 77,564 | $12.4M | 1.08% | +77,564 | New |
| Mutual of America Capital Management LLC | 78,691 | $12.6M | 0.14% | −1,593−2.0% | Reduced |
| Venturi Wealth Management, LLC | 78,797 | $12.6M | 0.81% | +923+1.2% | Added |
| Yousif Capital Management, LLC | 79,202 | $12.7M | 0.14% | −1,706−2.1% | Reduced |
| Running Oak Capital LLC | 79,374 | $12.7M | 2.03% | +5,173+7.0% | Added |
| King Luther Capital Management Corp | 79,585 | $12.7M | 0.06% | +76,530+2,505.1% | Added |
| Advisor Group Holdings, Inc. | 80,368 | $12.8M | 0.03% | −92,327−53.5% | Reduced |
| FineMark National Bank & Trust | 80,940 | $12.9M | 0.48% | +23,333+40.5% | Added |
| Choate Investment Advisors | 81,441 | $13.0M | 0.35% | +36,347+80.6% | Added |
| Shelton Capital Management | 81,759 | $13.1M | 0.37% | −8,303−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 82,143 | $13.1M | 0.14% | +31,689+62.8% | Added |
| Kidder Stephen W | 82,245 | $13.1M | 4.19% | −6,794−7.6% | Reduced |
| Hudson Bay Capital Management LP | 82,999 | $13.3M | 0.12% | +82,999 | New |
| Farmers & Merchants Investments Inc | 83,409 | $13.3M | 0.45% | −250−0.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,332 | $13.5M | 2.58% | +104+0.1% | Added |
| Rockefeller Capital Management L.P. | 84,856 | $13.6M | 0.04% | −26,670−23.9% | Reduced |
| Puzo Michael J | 85,189 | $13.6M | 3.77% | +5,003+6.2% | Added |
| GAM Holding AG | 85,265 | $13.6M | 0.99% | −3,889−4.4% | Reduced |
| Redwood Grove Capital, LLC | 85,338 | $13.6M | 4.25% | +4,840+6.0% | Added |
| Public Employees Retirement Association of Colorado | 85,419 | $13.7M | 0.06% | −616,620−87.8% | Reduced |
| Bell Asset Management Ltd | 86,528 | $13.8M | 2.03% | −364−0.4% | Reduced |
| Baldwin Brothers Inc | 86,982 | $13.9M | 1.05% | −759−0.9% | Reduced |
| Logan Capital Management Inc | 87,057 | $13.9M | 0.60% | −767−0.9% | Reduced |