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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 3,121 | $498.8K | 0.13% | −90−2.8% | Reduced |
| Atlantic Trust, LLC | 3,125 | $499.4K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,136 | $501.2K | 0.06% | +807+34.7% | Added |
| Empower Advisory Group, LLC | 3,162 | $505.4K | 0.00% | −342−9.8% | Reduced |
| TD Private Client Wealth LLC | 3,177 | $507.7K | 0.02% | +228+7.7% | Added |
| Red Door Wealth Management, LLC | 3,179 | $508.1K | 0.10% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 3,185 | $509.0K | 0.05% | +3,185 | New |
| Custom Index Systems, LLC | 3,193 | $510.3K | 0.29% | +3,193 | New |
| Sentry Investment Management LLC | 3,197 | $511.0K | 0.20% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $511.4K | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,211 | $513.2K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,223 | $515.1K | 0.08% | −45−1.4% | Reduced |
| SkyOak Wealth, LLC | 3,224 | $515.3K | 0.12% | −991−23.5% | Reduced |
| World Equity Group, Inc. | 3,236 | $517.2K | 0.11% | 00.0% | Unchanged |
| Santori & Peters | 3,248 | $519.1K | 0.22% | −546−14.4% | Reduced |
| Matisse Capital | 3,248 | $519.1K | 0.25% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 3,251 | $519.6K | 0.64% | +180+5.9% | Added |
| Thrive Wealth Management, LLC | 3,263 | $521.5K | 0.11% | −1,192−26.8% | Reduced |
| Stock Yards Bank & Trust Co | 3,267 | $522.1K | 0.02% | +365+12.6% | Added |
| Hilltop Holdings Inc. | 3,272 | $522.9K | 0.06% | −785−19.3% | Reduced |
| Pensionmark Financial Group, LLC | 3,340 | $533.8K | 0.08% | −133−3.8% | Reduced |
| Lincoln National Corp | 3,359 | $536.8K | 0.01% | +1,095+48.4% | Added |
| Cookson Peirce & Co Inc | 3,358 | $537.0K | 0.03% | −23−0.7% | Reduced |
| Symmetry Partners, LLC | 3,387 | $541.0K | 0.04% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,407 | $544.5K | 0.36% | −179−5.0% | Reduced |
| Waldron Private Wealth LLC | 3,410 | $545.0K | 0.02% | +31+0.9% | Added |
| Geller Advisors LLC | 3,442 | $550.1K | 0.04% | +79+2.3% | Added |
| MMBG Investment Advisors Co. | 3,450 | $551.4K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 3,452 | $551.7K | 0.00% | +252+7.9% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $556.2K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,505 | $560.2K | 0.04% | +3,505 | New |
| Buckingham Strategic Partners | 3,520 | $562.6K | 0.02% | +1,293+58.1% | Added |
| SageView Advisory Group, LLC | 14,578 | $563.0K | 0.03% | +12,548+618.1% | Added |
| Ritholtz Wealth Management | 3,524 | $563.2K | 0.02% | +310+9.6% | Added |
| EverSource Wealth Advisors, LLC | 3,690 | $563.4K | 0.04% | +648+21.3% | Added |
| Grandfield & Dodd, LLC | 3,544 | $566.4K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 3,548 | $567.0K | 0.06% | −500−12.4% | Reduced |
| Financial Planning & Information Services, Inc. | 3,548 | $567.0K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $567.4K | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,550 | $567.4K | 0.01% | +3,550 | New |
| Holderness Investments Co | 3,565 | $569.8K | 0.14% | +65+1.9% | Added |
| Chicago Capital, LLC | 3,566 | $569.9K | 0.02% | +70+2.0% | Added |
| Capital Asset Advisory Services LLC | 3,624 | $570.3K | 0.03% | −1,016−21.9% | Reduced |
| Avestar Capital, LLC | 3,592 | $574.1K | 0.07% | +954+36.2% | Added |
| Flagship Harbor Advisors, LLC | 3,602 | $575.6K | 0.04% | −130−3.5% | Reduced |
| Tiemann Investment Advisors, LLC | 3,655 | $584.1K | 0.26% | +160+4.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $585.4K | 0.04% | +42+0.8% | Added |
| Boston Financial Mangement LLC | 3,682 | $588.5K | 0.02% | +364+11.0% | Added |
| Ironsides Asset Advisors, LLC | 3,695 | $590.5K | 0.20% | +385+11.6% | Added |
| Meiji Yasuda Life Insurance Co | 3,696 | $590.7K | 0.01% | −640−14.8% | Reduced |
| Baker Avenue Asset Management, LP | 3,697 | $590.9K | 0.02% | −2,917−44.1% | Reduced |
| Cullinan Associates Inc | 3,700 | $591.3K | 0.03% | −37,183−90.9% | Reduced |
| Advisor Resource Council | 4,466 | $593.3K | 0.25% | −9,763−68.6% | Reduced |
| Citadel Investment Advisory, Inc. | 3,740 | $598.0K | 0.34% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,791 | $605.9K | 0.09% | +496+15.1% | Added |
| LMR Partners LLP | 3,799 | $607.2K | 0.02% | +3,799 | New |
| Sompo Asset Management Co., Ltd. | 3,800 | $607.3K | 0.10% | −3,630−48.9% | Reduced |
| Alpha Family Trust | 3,805 | $608.1K | 0.37% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,823 | $611.0K | 0.14% | +134+3.6% | Added |
| HF Advisory Group, LLC | 3,850 | $615.3K | 0.34% | +57+1.5% | Added |
| Copperleaf Capital, LLC | 3,870 | $618.5K | 0.54% | +123+3.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,034 | $619.6K | 0.12% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,882 | $620.4K | 0.24% | +1,480+61.6% | Added |
| Strategic Investment Advisors | 3,901 | $623.5K | 0.08% | −1,610−29.2% | Reduced |
| Madrona Financial Services, LLC | 3,913 | $625.4K | 0.22% | +53+1.4% | Added |
| GeoWealth Management, LLC | 3,925 | $627.3K | 0.02% | +2,036+107.8% | Added |
| Vista Investment Management | 3,933 | $628.6K | 0.26% | −404−9.3% | Reduced |
| Parkside Financial Bank & Trust | 3,948 | $631.0K | 0.10% | +286+7.8% | Added |
| Advisors Capital Management, LLC | 3,952 | $632.0K | 0.01% | +1,182+42.7% | Added |
| Checchi Capital Advisers, LLC | 3,961 | $633.0K | 0.05% | −42−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,970 | $634.5K | 0.35% | −105−2.6% | Reduced |
| Wealth Alliance | 3,985 | $636.9K | 0.08% | −965−19.5% | Reduced |
| RBF Capital, LLC | 4,000 | $639.3K | 0.04% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $639.3K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $639.3K | 0.02% | +4,000 | New |
| Lombard Odier Asset Management (USA) Corp | 4,000 | $639.3K | 0.09% | +4,000 | New |
| Legacy Wealth Management, LLC | 4,034 | $644.7K | 0.29% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,036 | $645.0K | 0.10% | +1,495+58.8% | Added |
| Accent Capital Management, LLC | 4,037 | $645.2K | 0.56% | +198+5.2% | Added |
| Quotient Wealth Partners, LLC | 4,049 | $647.1K | 0.02% | +356+9.6% | Added |
| Confluence Wealth Services, Inc. | 4,049 | $647.1K | 0.06% | −145−3.5% | Reduced |
| Truvestments Capital LLC | 4,064 | $649.5K | 0.25% | +1,717+73.2% | Added |
| Outlook Wealth Advisors, LLC | 4,066 | $649.8K | 0.20% | −376−8.5% | Reduced |
| KFG Wealth Management, LLC | 4,071 | $650.6K | 0.27% | −114−2.7% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $651.1K | 0.15% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,080 | $652.0K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 4,101 | $655.4K | 0.02% | −120−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,319 | $657.6K | 0.02% | +38+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,131 | $660.2K | 0.00% | +3,437+495.2% | Added |
| Clarius Group, LLC | 4,140 | $661.7K | 0.05% | −800−16.2% | Reduced |
| First Heartland Consultants, Inc. | 4,167 | $666.0K | 0.07% | +78+1.9% | Added |
| Skopos Labs, Inc. | 4,207 | $667.1K | 0.29% | −115−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 4,187 | $669.2K | 0.06% | +580+16.1% | Added |
| Bank of Stockton | 4,197 | $670.8K | 0.21% | −1,255−23.0% | Reduced |
| Citizens National Bank Trust Department | 4,200 | $671.2K | 0.16% | −100−2.3% | Reduced |
| Hoylecohen, LLC | 4,215 | $673.6K | 0.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,225 | $675.0K | 0.05% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,233 | $676.5K | 0.12% | −25−0.6% | Reduced |
| Ellevest, Inc. | 4,244 | $678.3K | 0.04% | +95+2.3% | Added |
| Entropy Technologies, LP | 4,269 | $682.3K | 0.07% | +1,698+66.0% | Added |