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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.

Institutional holdersQ1 2024: 1,646 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ1 2024: $85.2B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2023.

Institutions holding FISV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gryphon Financial Partners LLC1,314$210.0K0.03%+1,314New
Osterweis Capital Management Inc1,318$210.6K0.01%−105−7.4%Reduced
Fiduciary Group LLC1,328$212.2K0.02%+1,328New
1858 Wealth Management, LLC1,606$213.3K0.20%00.0%Unchanged
Seed Wealth Management, Inc.1,350$214.1K0.20%+1,350New
Cidel Asset Management Inc1,342$214.5K0.02%+1,342New
Silver Oak Securities, Inc1,343$214.6K0.03%−2,321−63.3%Reduced
City State Bank1,345$215.0K0.09%−150−10.0%Reduced
Atlantic Union Bankshares Corp1,350$215.8K0.02%+1,350New
JFS Wealth Advisors, LLC1,351$215.9K0.02%−10−0.7%Reduced
Intrua Financial, LLC1,351$215.9K0.03%+1,351New
Wetzel Investment Advisors, Inc.1,473$216.4K0.13%−22−1.5%Reduced
SeaCrest Wealth Management, LLC1,358$217.0K0.03%−209−13.3%Reduced
SFMG, LLC1,360$217.4K0.02%+1,360New
Virtue Capital Management, LLC1,428$217.6K0.04%+1,428New
Coppell Advisory Solutions Corp.1,363$217.8K0.04%+1,363New
Chickasaw Capital Management LLC1,364$218.0K0.01%+1,364New
FinTrust Capital Advisors, LLC1,369$218.1K0.04%−34−2.4%Reduced
Davy Global Fund Management Ltd1,369$218.8K0.02%+1,369New
DHJJ Financial Advisors, Ltd.1,374$219.6K0.10%−5−0.4%Reduced
First Trust Investment Solutions L.P.1,376$219.9K0.04%−164−10.6%Reduced
Ergawealth Advisors, Inc.1,378$220.2K0.12%+1,378New
Compagnie Lombard Odier SCmA1,380$220.6K0.00%+380+38.0%Added
Royal Fund Management, LLC1,380$220.6K0.03%+1,380New
Sheaff Brock Investment Advisors, LLC1,383$221.0K0.02%+1,383New
Phoenix Holdings Ltd.1,400$223.1K0.00%+1,400New
Frazier Financial Advisors, LLC1,398$223.4K0.18%+19+1.4%Added
Crewe Advisors LLC1,399$223.6K0.03%+1,399New
Vise Technologies, Inc.1,402$224.1K0.04%+1,402New
Mather Group, LLC.1,701$226.0K0.00%−47−2.7%Reduced
First Foundation Advisors1,418$226.6K0.01%−7−0.5%Reduced
Coastal Investment Advisors, Inc.1,421$227.1K0.05%+1,421New
Summit Global Investments1,430$229.0K0.02%−4,110−74.2%Reduced
Guardian Wealth Advisors, LLC1,444$230.8K0.03%+1,444New
Bigelow Investment Advisors, LLC1,447$231.3K0.11%+1,447New
Farmers & Merchants Trust Co of Long Beach1,467$234.5K0.06%+1,467New
International Assets Investment Management, LLC1,483$235.2K0.02%+1,483New
Keyes, Stange & Wooten Wealth Management, LLC1,474$235.6K0.21%+1,474New
Valmark Advisers, Inc.1,483$237.0K0.00%+1,483New
Versor Investments LP1,488$237.8K0.05%−6,900−82.3%Reduced
Aspiriant, LLC1,492$238.5K0.01%+1,492New
KCM Investment Advisors LLC1,495$238.9K0.01%−53−3.4%Reduced
Nwam LLC1,508$239.5K0.02%+1,508New
Berkshire Asset Management LLC1,500$240.0K0.01%+1,500New
Chemistry Wealth Management LLC1,511$241.5K0.07%00.0%Unchanged
Archer Investment Corp1,518$242.6K0.07%+1,425+1,532.3%Added
Advanced Asset Management Advisors Inc1,525$243.7K0.06%−155−9.2%Reduced
Chicago Partners Investment Group LLC1,570$244.0K0.01%−449−22.2%Reduced
Castleview Partners, LLC1,529$244.4K0.14%+416+37.4%Added
Concord Wealth Partners1,532$244.8K0.04%+348+29.4%Added
First Bank & Trust1,532$244.8K0.05%+1,532New
Onefund, LLC1,545$245.0K0.29%−41−2.6%Reduced
Bellevue Asset Management, LLC1,540$246.1K0.14%00.0%Unchanged
McAdam, LLC1,541$246.3K0.02%+1,541New
ASB Consultores, LLC1,544$246.8K0.06%+1,544New
Isthmus Partners, LLC1,558$249.0K0.03%00.0%Unchanged
Girard Partners Ltd.1,562$249.6K0.02%+1,562New
De Burlo Group Inc1,563$249.8K0.03%−500−24.2%Reduced
Gilliland Jeter Wealth Management LLC1,571$251.1K0.09%−1,205−43.4%Reduced
Verus Capital Partners, LLC1,576$251.9K0.03%+37+2.4%Added
Meeder Asset Management Inc1,578$252.2K0.02%−2,769−63.7%Reduced
Wealthcare Advisory Partners LLC1,588$253.8K0.01%+1,588New
Washington Trust Advisors, Inc.1,590$254.1K0.02%00.0%Unchanged
Alta Advisers Ltd1,600$255.7K0.13%00.0%Unchanged
All Terrain Financial Advisors, LLC1,600$255.7K0.11%00.0%Unchanged
Edge Financial Advisors LLC1,600$255.7K0.23%+1,600New
Vision Capital Management, Inc.1,602$256.0K0.04%00.0%Unchanged
West Bancorporation Inc1,602$256.0K0.17%+1,602New
Prospera Financial Services Inc1,605$256.5K0.01%+1,605New
Rappaport Reiches Capital Management, LLC1,605$256.5K0.08%+1,605New
Cape Cod Five Cents Savings Bank1,607$256.8K0.02%−584−26.7%Reduced
Winton Group Ltd1,607$256.8K0.02%+1,607New
O'Dell Group, LLC1,608$257.0K0.06%00.0%Unchanged
25 LLC1,608$257.0K0.13%00.0%Unchanged
Centaurus Financial, Inc.1,617$258.0K0.02%+227+16.3%Added
Hourglass Capital, LLC1,618$258.6K0.08%+1,618New
Old Second National Bank of Aurora1,631$260.7K0.07%−39−2.3%Reduced
Prevail Innovative Wealth Advisors, LLC1,632$260.8K0.10%+32+2.0%Added
ICA Group Wealth Management, LLC1,636$261.5K0.05%+180+12.4%Added
Phillips Wealth Planners LLC1,787$261.6K0.30%+249+16.2%Added
Fairfield, Bush & Co.1,640$262.1K0.16%−825−33.5%Reduced
Stonegate Investment Group, LLC1,640$262.1K0.01%+60+3.8%Added
Latitude Advisors, LLC1,641$262.2K0.16%+114+7.5%Added
Seeds Investor LLC1,658$265.0K0.24%+1,658New
Alexander Labrunerie & Co., Inc.1,668$266.6K0.15%+1,668New
Rockland Trust Co1,672$267.2K0.01%00.0%Unchanged
Richwood Investment Advisors, LLC1,675$267.7K0.24%00.0%Unchanged
Boomfish Wealth Group, LLC1,678$268.2K0.18%00.0%Unchanged
Trust Co of Toledo NA1,679$268.3K0.04%−670−28.5%Reduced
Portside Wealth Group, LLC1,680$268.5K0.05%+4+0.2%Added
Union Savings Bank1,700$271.7K0.14%00.0%Unchanged
Legacy Financial Group LLC1,701$271.9K0.06%+1,701New
Nicholas Hoffman & Company, LLC.1,704$272.3K0.01%00.0%Unchanged
IVC Wealth Advisors LLC1,710$273.3K0.16%+10+0.6%Added
Harbour Trust & Investment Management Co1,714$273.9K0.03%00.0%Unchanged
Ingalls & Snyder LLC1,717$274.0K0.01%−851−33.1%Reduced
Jackson Creek Investment Advisors LLC1,717$274.0K0.10%−23−1.3%Reduced
LVZ Advisors, Inc.1,720$274.9K0.04%00.0%Unchanged
Schnieders Capital Management LLC1,722$275.2K0.06%00.0%Unchanged
Monterey Private Wealth, Inc.1,740$278.1K0.11%+7+0.4%Added