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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 1,741 | $278.2K | 0.02% | −109−5.9% | Reduced |
| Power Wealth Management LLC | 1,748 | $279.4K | 0.18% | −739−29.7% | Reduced |
| Aaron Wealth Advisors | 1,751 | $279.8K | 0.04% | +1,751 | New |
| Tranquilli Financial Advisor LLC | 1,754 | $280.3K | 0.19% | +1,754 | New |
| Independence Bank of Kentucky | 1,756 | $280.6K | 0.08% | −330−15.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,757 | $280.8K | 0.20% | −305−14.8% | Reduced |
| LCNB Corp | 1,760 | $281.3K | 0.10% | −170−8.8% | Reduced |
| Catalina Capital Group, LLC | 1,766 | $282.2K | 0.12% | +1,766 | New |
| Icon Wealth Advisors, LLC | 1,769 | $282.7K | 0.03% | +530+42.8% | Added |
| Security National Bank of Sioux City Iowa | 1,770 | $282.9K | 0.20% | −22−1.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,778 | $284.2K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,779 | $284.3K | 0.00% | +1,779 | New |
| Fisher Asset Management, LLC | 1,796 | $287.1K | 0.00% | −435−19.5% | Reduced |
| Security Financial Services, INC. | 1,798 | $287.4K | 0.06% | +167+10.2% | Added |
| Wealth Management Associates, Inc. | 1,938 | $288.8K | 0.14% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,808 | $289.0K | 0.12% | −728−28.7% | Reduced |
| Gateway Investment Advisers LLC | 1,808 | $289.0K | 0.00% | −139−7.1% | Reduced |
| First Manhattan Co | 1,810 | $289.3K | 0.00% | −290−13.8% | Reduced |
| Highlander Partners, L.P. | 1,900 | $289.6K | 0.20% | +1,900 | New |
| Edge Capital Group, LLC | 1,816 | $290.2K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,818 | $290.6K | 0.02% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,824 | $291.5K | 0.01% | −721−28.3% | Reduced |
| Berry Wealth Group, LP | 1,830 | $292.5K | 0.24% | −822−31.0% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $292.5K | 0.04% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,830 | $292.5K | 0.20% | +1,830 | New |
| Palogic Value Management, L.P. | 1,858 | $296.9K | 0.13% | +16+0.9% | Added |
| Marcum Wealth, LLC | 1,861 | $297.4K | 0.03% | −4−0.2% | Reduced |
| Tobam | 1,864 | $298.0K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,874 | $299.5K | 0.08% | +1,874 | New |
| CKW Financial Group | 1,900 | $301.0K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,886 | $301.4K | 0.05% | −1−0.1% | Reduced |
| CWA Asset Management Group, LLC | 1,896 | $303.0K | 0.02% | +1,896 | New |
| Keystone Financial Services | 1,899 | $303.5K | 0.13% | −42−2.2% | Reduced |
| Perkins Coie Trust Co | 1,901 | $303.8K | 0.07% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,908 | $305.0K | 0.05% | +306+19.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,921 | $306.9K | 0.06% | +138+7.7% | Added |
| Allstate Corp | 1,924 | $307.5K | 0.02% | −103−5.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 1,943 | $310.5K | 0.23% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,949 | $311.4K | 0.02% | +348+21.7% | Added |
| Old Port Advisors | 1,950 | $311.6K | 0.10% | −21−1.1% | Reduced |
| American Money Management, LLC | 1,963 | $313.7K | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,968 | $314.5K | 0.02% | −44−2.2% | Reduced |
| Edgestream Partners, L.P. | 1,969 | $314.7K | 0.02% | −2,394−54.9% | Reduced |
| Sargent Investment Group, LLC | 1,980 | $316.4K | 0.07% | +25+1.3% | Added |
| West Family Investments, Inc. | 1,982 | $316.8K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,984 | $317.1K | 0.15% | −128−6.1% | Reduced |
| Delap Wealth Advisory, LLC | 1,990 | $318.0K | 0.13% | +1,990 | New |
| Warren Averett Asset Management, LLC | 1,992 | $318.3K | 0.01% | +1,992 | New |
| Baron Wealth Management LLC | 1,998 | $319.3K | 0.17% | −117−5.5% | Reduced |
| Castleark Management LLC | 2,000 | $319.6K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $319.6K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 2,150 | $320.0K | 0.17% | +300+16.2% | Added |
| Boston Mountain Money Management Inc | 2,006 | $320.6K | 0.22% | +2,006 | New |
| H&H Retirement Design & Management INC | 2,156 | $320.8K | 0.21% | +2,156 | New |
| Arden Trust Co | 2,012 | $321.6K | 0.04% | −40−1.9% | Reduced |
| Kaizen Financial Strategies | 2,016 | $322.2K | 0.22% | −115−5.4% | Reduced |
| Western Wealth Management, LLC | 2,017 | $322.4K | 0.03% | +21+1.1% | Added |
| Proequities, Inc. | 2,017 | $322.4K | 0.02% | +524+35.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,021 | $323.0K | 0.00% | +979+94.0% | Added |
| Canandaigua National Bank & Trust Co | 2,028 | $324.1K | 0.05% | −105−4.9% | Reduced |
| Farther Finance Advisors, LLC | 2,075 | $329.0K | 0.02% | +836+67.5% | Added |
| Fielder Capital Group LLC | 2,062 | $329.5K | 0.15% | +19+0.9% | Added |
| Physicians Financial Services, Inc. | 2,065 | $330.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Group | 2,069 | $330.7K | 0.04% | +53+2.6% | Added |
| Claro Advisors LLC | 2,076 | $331.8K | 0.06% | +92+4.6% | Added |
| Banque Cantonale Vaudoise | 2,084 | $333.0K | 0.01% | −5,390−72.1% | Reduced |
| L2 Asset Management, LLC | 2,089 | $333.9K | 0.11% | +122+6.2% | Added |
| Soltis Investment Advisors LLC | 2,092 | $334.3K | 0.04% | −231−9.9% | Reduced |
| Excalibur Management Corp | 2,094 | $334.7K | 0.14% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,100 | $335.5K | 0.17% | +2,100 | New |
| Uncommon Cents Investing LLC | 2,100 | $335.6K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,101 | $335.8K | 0.01% | +2,101 | New |
| Woodmont Investment Counsel LLC | 2,104 | $336.3K | 0.03% | +2,104 | New |
| Cowa, LLC | 2,109 | $337.1K | 0.20% | −1,076−33.8% | Reduced |
| Strategic Blueprint, LLC | 2,112 | $337.5K | 0.02% | +199+10.4% | Added |
| Keudell/Morrison Wealth Management | 2,118 | $338.5K | 0.10% | +2+0.1% | Added |
| Aveo Capital Partners, LLC | 2,271 | $338.9K | 0.04% | −57−2.4% | Reduced |
| CoreCap Advisors, LLC | 2,128 | $340.1K | 0.02% | +225+11.8% | Added |
| Essex Financial Services, Inc. | 2,132 | $340.7K | 0.03% | +214+11.2% | Added |
| Grey Street Capital, LLC | 2,132 | $340.7K | 0.05% | +2,132 | New |
| Oxford Financial Group Ltd | 2,140 | $342.0K | 0.02% | −3,210−60.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,150 | $343.6K | 0.09% | −750−25.9% | Reduced |
| Commerzbank Aktiengesellschaft | 2,148 | $344.0K | 0.01% | +2,148 | New |
| Congress Wealth Management LLC | 2,165 | $346.1K | 0.01% | −620−22.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,182 | $348.7K | 0.03% | +2,182 | New |
| Dechtman Wealth Management, LLC | 2,188 | $349.7K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,198 | $351.3K | 0.06% | +72+3.4% | Added |
| Relative Value Partners Group, LLC | 2,476 | $351.3K | 0.02% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,205 | $352.4K | 0.32% | +292+15.3% | Added |
| Greenwich Investment Management, Inc. | 2,223 | $355.0K | 0.28% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $355.4K | 0.12% | −7−0.3% | Reduced |
| Proficio Capital Partners LLC | 2,234 | $357.0K | 0.04% | +175+8.5% | Added |
| Headlands Technologies LLC | 2,241 | $358.2K | 0.09% | +1,608+254.0% | Added |
| Cooper Financial Group | 2,243 | $358.5K | 0.06% | +67+3.1% | Added |
| Ci Investments Inc. | 2,245 | $359.0K | 0.00% | +519+30.1% | Added |
| IHT Wealth Management, LLC | 2,249 | $359.4K | 0.01% | +112+5.2% | Added |
| Enterprise Financial Services Corp | 2,256 | $360.6K | 0.22% | −510−18.4% | Reduced |
| Andina Capital Management, LLC | 2,272 | $363.1K | 0.28% | +2,272 | New |
| RMR Wealth Builders | 2,274 | $363.4K | 0.04% | +2,274 | New |
| Center for Financial Planning, Inc. | 2,275 | $363.6K | 0.05% | +48+2.2% | Added |