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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 240 | $38.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 240 | $38.4K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 243 | $38.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 272 | $43.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 283 | $45.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 285 | $45.5K | 0.00% | −350−55.1% | Reduced |
| New Covenant Trust Company, N.A. | 291 | $46.5K | 0.05% | +291 | New |
| Bell Investment Advisors, Inc | 294 | $47.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $47.9K | 0.01% | +285+1,900.0% | Added |
| LRI Investments, LLC | 301 | $48.1K | 0.01% | +301 | New |
| IAG Wealth Partners, LLC | 305 | $48.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 315 | $50.3K | 0.03% | +315 | New |
| Davis Capital Management | 330 | $52.3K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 334 | $53.4K | 0.01% | −16−4.6% | Reduced |
| Capital Advisors, Ltd. LLC | 343 | $55.0K | 0.01% | +10+3.0% | Added |
| Salomon & Ludwin, LLC | 349 | $55.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $56.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 375 | $59.9K | 0.01% | +31+9.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $61.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $61.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 392 | $62.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 392 | $63.0K | 0.00% | +77+24.4% | Added |
| Goodman Advisory Group, LLC | 395 | $63.1K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 397 | $63.4K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $63.9K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 402 | $64.2K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 402 | $64.2K | 0.02% | +402 | New |
| Operose Advisors LLC | 406 | $64.9K | 0.02% | −88−17.8% | Reduced |
| Bruce G. Allen Investments, LLC | 417 | $66.6K | 0.05% | −9−2.1% | Reduced |
| Hoese & Co LLP | 448 | $66.9K | 0.06% | −60−11.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 428 | $68.4K | 0.02% | −143−25.0% | Reduced |
| Laurel Wealth Advisors LLC | 440 | $70.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 447 | $71.4K | 0.06% | −54−10.8% | Reduced |
| Investors Research Corp | 454 | $72.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $72.6K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 504 | $80.5K | 0.03% | +82+19.4% | Added |
| GHP Investment Advisors, Inc. | 507 | $81.0K | 0.00% | −77−13.2% | Reduced |
| Mendota Financial Group, LLC | 516 | $82.5K | 0.05% | −146−22.1% | Reduced |
| Hexagon Capital Partners LLC | 536 | $85.7K | 0.02% | +200+59.5% | Added |
| Private Ocean, LLC | 543 | $86.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $88.7K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $91.1K | 0.04% | +140+32.6% | Added |
| MV Capital Management, Inc. | 591 | $94.5K | 0.01% | −1−0.2% | Reduced |
| Princeton Global Asset Management LLC | 600 | $95.9K | 0.02% | −601−50.0% | Reduced |
| First PREMIER Bank | 600 | $96.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 606 | $96.9K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 656 | $104.8K | 0.07% | +79+13.7% | Added |
| State of Wyoming | 663 | $106.0K | 0.02% | −992−59.9% | Reduced |
| Gradient Investments LLC | 673 | $107.6K | 0.00% | −1,962−74.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $111.9K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $113.5K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $113.8K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 715 | $114.3K | 0.04% | +715 | New |
| Rothschild Investment LLC | 778 | $124.3K | 0.01% | +56+7.8% | Added |
| Arcadia Investment Management Corp | 781 | $124.8K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 797 | $127.4K | 0.10% | +797 | New |
| Roble, Belko & Company, Inc | 800 | $128.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 806 | $128.8K | 0.02% | −1,095−57.6% | Reduced |
| Tompkins Financial Corp | 817 | $130.6K | 0.01% | +35+4.5% | Added |
| BKM Wealth Management, LLC | 839 | $134.1K | 0.06% | +504+150.4% | Added |
| Evermay Wealth Management LLC | 859 | $137.3K | 0.02% | −23−2.6% | Reduced |
| Covestor Ltd | 862 | $138.0K | 0.09% | +161+23.0% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $139.4K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 896 | $143.2K | 0.01% | −4−0.4% | Reduced |
| Cutler Group LP | 919 | $146.0K | 0.07% | −7,800−89.5% | Reduced |
| Continuum Advisory, LLC | 956 | $147.9K | 0.02% | −3,381−78.0% | Reduced |
| Zions Bancorporation, N.A. | 935 | $149.4K | 0.01% | +444+90.4% | Added |
| Evergreen Private Wealth LLC | 950 | $151.8K | 0.08% | −279−22.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 948 | $152.0K | 0.02% | −3,137−76.8% | Reduced |
| Ronald Blue Trust, Inc. | 966 | $154.4K | 0.00% | −663−40.7% | Reduced |
| Riverview Trust Co | 980 | $156.6K | 0.12% | +980 | New |
| Atwood & Palmer Inc | 1,000 | $159.8K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,006 | $160.8K | 0.01% | −166−14.2% | Reduced |
| JNBA Financial Advisors | 1,114 | $178.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,178 | $189.0K | 0.11% | −200−14.5% | Reduced |
| Security National Bank | 1,200 | $191.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $191.8K | 0.04% | +1,200 | New |
| Quent Capital, LLC | 1,211 | $193.5K | 0.02% | +68+5.9% | Added |
| Ofi Invest Asset Management | 1,319 | $195.2K | 0.01% | +1,319 | New |
| Pinnacle Bancorp, Inc. | 1,226 | $195.9K | 0.06% | −526−30.0% | Reduced |
| Armistice Capital, LLC | 1,253 | $200.3K | 0.01% | +1,253 | New |
| AlTi Global, Inc. | 1,254 | $200.4K | 0.01% | +1,254 | New |
| Haverford Trust Co | 1,256 | $200.7K | 0.00% | +1,256 | New |
| Wellspring Financial Advisors, LLC | 1,257 | $200.9K | 0.03% | +1,257 | New |
| Hancock Whitney Corp | 1,259 | $201.2K | 0.01% | +1,259 | New |
| Financial Management Professionals, Inc. | 1,261 | $202.0K | 0.03% | −165−11.6% | Reduced |
| Financial Partners Group, LLC | 1,264 | $202.0K | 0.08% | +1,264 | New |
| Sandy Spring Bank | 1,269 | $202.8K | 0.01% | −42−3.2% | Reduced |
| WMS Partners, LLC | 1,279 | $204.4K | 0.01% | +1,279 | New |
| Fifth Third Wealth Advisors LLC | 1,280 | $204.6K | 0.03% | +1,280 | New |
| Cobblestone Capital Advisors LLC | 1,284 | $205.2K | 0.01% | +1,284 | New |
| Fortem Financial Group, LLC | 1,288 | $205.8K | 0.09% | +1,288 | New |
| Trillium Asset Management, LLC | 1,291 | $206.0K | 0.01% | +1,291 | New |
| NewEdge Wealth, LLC | 1,393 | $207.8K | 0.00% | +1,393 | New |
| Jaffetilchin Investment Partners, LLC | 1,302 | $208.1K | 0.02% | +1,302 | New |
| Fiera Capital Corp | 1,304 | $208.4K | 0.00% | −8,211−86.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,306 | $208.7K | 0.03% | −1,268−49.3% | Reduced |
| Courier Capital LLC | 1,308 | $209.0K | 0.02% | +1,308 | New |
| Wimmer Associates 1, LLC | 1,310 | $209.4K | 0.11% | +1,310 | New |