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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2,286 | $365.0K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,284 | $365.0K | 0.09% | −9−0.4% | Reduced |
| Sienna Gestion | 2,290 | $366.0K | 0.03% | +2,290 | New |
| West Coast Financial LLC | 2,292 | $366.3K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,428 | $367.1K | 0.05% | +2,428 | New |
| Arrow Financial Corp | 2,300 | $367.6K | 0.04% | −25−1.1% | Reduced |
| CM Wealth Advisors LLC | 2,410 | $368.8K | 0.11% | 00.0% | Unchanged |
| Fosun International Ltd | 2,313 | $369.7K | 0.12% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2,314 | $369.9K | 0.25% | +80+3.6% | Added |
| Premier Path Wealth Partners, LLC | 2,327 | $371.8K | 0.07% | +38+1.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,329 | $372.2K | 0.15% | −349−13.0% | Reduced |
| Horan Securities, Inc. | 2,332 | $372.7K | 0.18% | +16+0.7% | Added |
| Childress Capital Advisors, LLC | 2,354 | $376.2K | 0.11% | −79−3.2% | Reduced |
| Perigon Wealth Management, LLC | 2,369 | $378.6K | 0.01% | +469+24.7% | Added |
| Everhart Financial Group, Inc. | 2,370 | $378.8K | 0.11% | +401+20.4% | Added |
| Sage Mountain Advisors LLC | 2,375 | $379.6K | 0.04% | +244+11.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $379.7K | 0.21% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,383 | $380.9K | 0.04% | +436+22.4% | Added |
| Avitas Wealth Management LLC | 2,389 | $381.8K | 0.06% | −25−1.0% | Reduced |
| Leavell Investment Management, Inc. | 2,395 | $383.0K | 0.02% | −50−2.0% | Reduced |
| Meyer Handelman Co | 2,400 | $383.6K | 0.01% | −228−8.7% | Reduced |
| Corundum Group, Inc. | 2,400 | $383.6K | 0.18% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,401 | $383.7K | 0.00% | +302+14.4% | Added |
| Peterson Wealth Services | 2,412 | $385.5K | 0.14% | −6−0.2% | Reduced |
| Old National Bancorp | 2,413 | $385.6K | 0.01% | −1,982−45.1% | Reduced |
| Vista Wealth Management Group, LLC | 2,420 | $386.8K | 0.03% | −44−1.8% | Reduced |
| Maven Securities LTD | 2,421 | $386.9K | 0.02% | +2,421 | New |
| Sax Wealth Advisors, LLC | 2,424 | $387.5K | 0.05% | +125+5.4% | Added |
| Csenge Advisory Group | 2,428 | $388.0K | 0.02% | −108−4.3% | Reduced |
| Catalyst Financial Partners LLC | 2,639 | $388.2K | 0.10% | −13−0.5% | Reduced |
| Janney Capital Management LLC | 2,440 | $390.0K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,445 | $390.8K | 0.02% | −10−0.4% | Reduced |
| One Wealth Advisors, LLC | 2,445 | $390.8K | 0.07% | +184+8.1% | Added |
| Norwood Financial Corp | 2,455 | $392.4K | 0.57% | −170−6.5% | Reduced |
| Raleigh Capital Management Inc. | 2,471 | $394.9K | 0.17% | −186−7.0% | Reduced |
| WBH Advisory Inc | 2,493 | $398.5K | 0.04% | +7+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,495 | $398.8K | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,496 | $398.9K | 0.03% | +134+5.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,500 | $399.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $402.1K | 0.06% | −10.0% | Reduced |
| Invesco, LLC | 2,535 | $405.1K | 0.17% | −657−20.6% | Reduced |
| CVA Family Office, LLC | 2,543 | $406.4K | 0.07% | +3+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,544 | $406.6K | 0.01% | −67−2.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,547 | $407.1K | 0.23% | +458+21.9% | Added |
| FDx Advisors, Inc. | 2,554 | $408.0K | 0.06% | +122+5.0% | Added |
| Sivia Capital Partners, LLC | 2,555 | $408.3K | 0.28% | −12−0.5% | Reduced |
| Brighton Jones LLC | 2,558 | $408.8K | 0.01% | +121+5.0% | Added |
| 17 Capital Partners, LLC | 2,562 | $409.5K | 0.30% | +2,562 | New |
| Venture Visionary Partners LLC | 2,563 | $409.6K | 0.02% | +83+3.3% | Added |
| Empirical Asset Management, LLC | 2,587 | $413.5K | 0.20% | +2,587 | New |
| Trust Point Inc. | 2,603 | $416.0K | 0.03% | −23−0.9% | Reduced |
| Belpointe Asset Management LLC | 2,608 | $416.8K | 0.03% | +10.0% | Added |
| Private Trust Co NA | 2,610 | $417.1K | 0.05% | +44+1.7% | Added |
| Kingswood Wealth Advisors, LLC | 2,623 | $419.2K | 0.05% | −49−1.8% | Reduced |
| Salem Investment Counselors Inc | 2,643 | $422.4K | 0.01% | −64−2.4% | Reduced |
| Sandler Capital Management | 2,650 | $423.5K | 0.05% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,652 | $423.8K | 0.10% | −574−17.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,659 | $425.0K | 0.05% | +59+2.3% | Added |
| Mesirow Financial Investment Management, Inc. | 2,708 | $432.8K | 0.01% | +2,708 | New |
| Mosaic Family Wealth Partners, LLC | 2,715 | $433.9K | 0.07% | +2,715 | New |
| Y.D. More Investments Ltd | 2,726 | $435.7K | 0.08% | −17−0.6% | Reduced |
| PFG Investments, LLC | 2,734 | $436.9K | 0.03% | +414+17.8% | Added |
| Colonial Trust Co | 2,741 | $438.0K | 0.08% | −40−1.4% | Reduced |
| Garden State Investment Advisory Services LLC | 2,764 | $441.1K | 0.16% | +95+3.6% | Added |
| Greatmark Investment Partners, Inc. | 2,785 | $445.1K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,816 | $450.1K | 0.05% | +137+5.1% | Added |
| BSW Wealth Partners | 2,821 | $450.9K | 0.08% | +76+2.8% | Added |
| Hengehold Capital Management LLC | 2,829 | $452.1K | 0.05% | +450+18.9% | Added |
| Adviser Investments LLC | 2,836 | $453.3K | 0.01% | +237+9.1% | Added |
| CRA Financial Services, LLC | 2,843 | $454.4K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,843 | $454.4K | 0.05% | +2,843 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,868 | $458.3K | 0.03% | +139+5.1% | Added |
| Fox Run Management, L.L.C. | 2,870 | $458.7K | 0.10% | +2,870 | New |
| Wambolt & Associates, LLC | 2,898 | $459.5K | 0.14% | −146−4.8% | Reduced |
| Great Lakes Advisors, LLC | 2,882 | $460.6K | 0.00% | −96−3.2% | Reduced |
| Stephenson National Bank & Trust | 2,883 | $460.8K | 0.16% | −889−23.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,885 | $461.1K | 0.01% | −126−4.2% | Reduced |
| Schmidt P J Investment Management Inc | 2,888 | $461.6K | 0.09% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,918 | $466.0K | 0.01% | −495−14.5% | Reduced |
| Park Place Capital Corp | 2,920 | $466.7K | 0.17% | +1,374+88.9% | Added |
| Pegasus Partners Ltd. | 2,921 | $466.8K | 0.05% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,941 | $470.0K | 0.17% | +577+24.4% | Added |
| Long Run Wealth Advisors, LLC | 2,943 | $470.4K | 0.12% | 00.0% | Unchanged |
| Capital International Sarl | 2,965 | $473.9K | 0.02% | +2,965 | New |
| Apeiron RIA LLC | 2,967 | $474.2K | 0.14% | −145−4.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,975 | $475.0K | 0.05% | −15−0.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,979 | $476.1K | 0.15% | −169−5.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,002 | $479.8K | 0.03% | +1,096+57.5% | Added |
| Foster & Motley Inc | 3,010 | $481.0K | 0.03% | −444−12.9% | Reduced |
| Waypoint Capital Advisors, LLC | 3,012 | $481.4K | 0.13% | +12+0.4% | Added |
| Forte Capital LLC | 3,047 | $487.0K | 0.06% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,698 | $491.2K | 0.37% | −171−4.4% | Reduced |
| Capital International Inc | 3,074 | $491.3K | 0.01% | +716+30.4% | Added |
| Legacy Capital Group California, Inc. | 3,075 | $491.4K | 0.18% | −63−2.0% | Reduced |
| Riverbridge Partners LLC | 3,080 | $492.2K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,082 | $493.0K | 0.04% | +3,082 | New |
| Financial Counselors Inc | 3,090 | $493.8K | 0.01% | +139+4.7% | Added |
| Twin City Private Wealth, LLC | 3,099 | $495.3K | 0.49% | +3,099 | New |
| Pointe Capital Management LLC | 3,102 | $495.8K | 0.31% | −9−0.3% | Reduced |
| Optas, LLC | 3,113 | $497.5K | 0.14% | +44+1.4% | Added |