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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 4,280 | $684.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,284 | $684.7K | 0.11% | +128+3.1% | Added |
| Larson Financial Group LLC | 4,312 | $689.1K | 0.05% | +186+4.5% | Added |
| Penbrook Management LLC | 4,330 | $692.0K | 0.43% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,349 | $695.1K | 0.05% | −1,318−23.3% | Reduced |
| St Germain D J Co Inc | 4,358 | $696.5K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 4,371 | $699.0K | 0.63% | −42−1.0% | Reduced |
| Herr Investment Group LLC | 4,376 | $699.4K | 0.22% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,377 | $699.6K | 0.06% | +573+15.1% | Added |
| Opal Wealth Advisors, LLC | 4,394 | $702.3K | 0.24% | +25+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 4,413 | $705.3K | 0.11% | +360+8.9% | Added |
| Smartleaf Asset Management LLC | 4,432 | $706.1K | 0.14% | +1,119+33.8% | Added |
| Foundations Investment Advisors, LLC | 4,441 | $709.8K | 0.02% | +247+5.9% | Added |
| Parallel Advisors, LLC | 4,457 | $712.3K | 0.02% | +768+20.8% | Added |
| Evergreen Wealth Solutions, LLC | 4,458 | $712.5K | 0.53% | −336−7.0% | Reduced |
| Caldwell Trust Co | 4,483 | $716.5K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,491 | $718.0K | 0.13% | +4,491 | New |
| Condor Capital Management | 4,504 | $719.8K | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,509 | $720.6K | 0.53% | −2,214−32.9% | Reduced |
| Neumann Capital Management, LLC | 4,540 | $725.6K | 0.26% | +1,750+62.7% | Added |
| Legacy Wealth Asset Management, LLC | 4,554 | $727.8K | 0.20% | +4+0.1% | Added |
| Mystic Asset Management, Inc. | 4,555 | $728.0K | 0.30% | +50+1.1% | Added |
| Optimum Investment Advisors | 4,615 | $737.6K | 0.34% | +615+15.4% | Added |
| Ariel Investments, LLC | 4,617 | $737.9K | 0.01% | +301+7.0% | Added |
| Roberts Glore & Co Inc | 4,618 | $738.0K | 0.22% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,653 | $743.6K | 0.06% | −345−6.9% | Reduced |
| 1st Source Bank | 4,655 | $744.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,663 | $745.2K | 0.02% | −88−1.9% | Reduced |
| Cascade Investment Group, Inc. | 4,673 | $746.8K | 0.56% | +32+0.7% | Added |
| Transcend Wealth Collective, LLC | 4,721 | $754.5K | 0.06% | +206+4.6% | Added |
| Ellis Investment Partners, LLC | 4,739 | $757.3K | 0.16% | −101−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,750 | $759.1K | 0.08% | −940−16.5% | Reduced |
| Principal Street Partners, LLC | 4,773 | $760.0K | 0.14% | +642+15.5% | Added |
| Wedmont Private Capital | 4,898 | $761.1K | 0.06% | +87+1.8% | Added |
| Baader Bank INC | 4,790 | $765.5K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,792 | $765.9K | 0.01% | −7,312−60.4% | Reduced |
| Sigma Planning Corp | 4,792 | $765.9K | 0.02% | +2,760+135.8% | Added |
| Sandy Cove Advisors, LLC | 4,796 | $766.5K | 0.35% | +4,796 | New |
| Paragon Capital Management Ltd | 4,800 | $767.1K | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,815 | $769.5K | 0.04% | −1,898−28.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,815 | $770.0K | 0.28% | −334−6.5% | Reduced |
| Crumly & Associates Inc. | 4,829 | $771.8K | 0.20% | −14−0.3% | Reduced |
| TRUE Private Wealth Advisors | 4,862 | $777.1K | 0.09% | +119+2.5% | Added |
| Tributary Capital Management, LLC | 4,875 | $779.1K | 0.06% | +400+8.9% | Added |
| Chesapeake Wealth Management | 4,890 | $781.5K | 0.28% | −48−1.0% | Reduced |
| Sheets Smith Wealth Management | 4,911 | $784.9K | 0.09% | +2,136+77.0% | Added |
| Jump Financial, LLC | 4,932 | $788.2K | 0.02% | −2,977−37.6% | Reduced |
| Principle Wealth Partners LLC | 4,943 | $790.0K | 0.06% | −20−0.4% | Reduced |
| GM Advisory Group, Inc. | 4,944 | $790.1K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,952 | $791.4K | 0.21% | −26−0.5% | Reduced |
| CFO4Life Group, LLC | 5,077 | $811.4K | 0.15% | −352−6.5% | Reduced |
| Cape Investment Advisory, Inc. | 5,096 | $814.4K | 0.38% | −2,266−30.8% | Reduced |
| Forbes J M & Co LLP | 5,096 | $814.4K | 0.09% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,137 | $821.0K | 0.07% | +471+10.1% | Added |
| Forum Financial Management, LP | 5,155 | $823.9K | 0.01% | −297−5.4% | Reduced |
| Whittier Trust Co | 5,174 | $826.9K | 0.01% | −148−2.8% | Reduced |
| Evergreen Capital Management LLC | 5,188 | $829.1K | 0.03% | +46+0.9% | Added |
| Mutual Advisors, LLC | 5,189 | $829.3K | 0.03% | +88+1.7% | Added |
| Cumberland Partners Ltd | 5,200 | $831.1K | 0.06% | +5,200 | New |
| Shelton Wealth Management, LLC | 5,228 | $835.5K | 0.53% | +963+22.6% | Added |
| Delta Financial Group, Inc. | 5,293 | $846.0K | 0.25% | 00.0% | Unchanged |
| First American Trust, FSB | 5,307 | $848.2K | 0.09% | +77+1.5% | Added |
| SlateStone Wealth, LLC | 5,351 | $855.0K | 0.09% | +5,351 | New |
| Syon Capital LLC | 5,376 | $859.2K | 0.08% | +112+2.1% | Added |
| Catalyst Capital Advisors LLC | 5,380 | $859.8K | 0.02% | +5,380 | New |
| Gamco Investors, Inc. Et Al | 5,400 | $863.0K | 0.01% | −400−6.9% | Reduced |
| Modera Wealth Management, LLC | 5,400 | $863.0K | 0.01% | −127−2.3% | Reduced |
| Copperwynd Financial, LLC | 5,402 | $863.4K | 0.31% | −129−2.3% | Reduced |
| Level Four Advisory Services, LLC | 6,509 | $864.7K | 0.05% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,425 | $867.0K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,451 | $871.2K | 0.14% | +403+8.0% | Added |
| David Loasby | 5,608 | $871.4K | 0.09% | +51+0.9% | Added |
| Wunderlich Capital Managemnt | 5,502 | $879.3K | 0.40% | −239−4.2% | Reduced |
| Meridian Wealth Management, LLC | 5,546 | $886.4K | 0.15% | −13−0.2% | Reduced |
| Parsons Capital Management Inc | 5,575 | $891.0K | 0.06% | −26−0.5% | Reduced |
| Beacon Financial Group | 5,583 | $892.3K | 0.10% | −38−0.7% | Reduced |
| First Citizens Bank & Trust Co | 5,600 | $895.0K | 0.02% | +5,600 | New |
| Verdad Advisers, LP | 5,612 | $896.9K | 0.98% | +5,612 | New |
| Shepherd Financial Partners LLC | 5,622 | $898.4K | 0.12% | +12+0.2% | Added |
| Oppenheimer & Co Inc | 5,801 | $927.1K | 0.02% | +211+3.8% | Added |
| Boston Common Asset Management, LLC | 5,804 | $928.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,813 | $929.0K | 0.01% | −2,011−25.7% | Reduced |
| Smith, Moore & Co. | 5,827 | $931.3K | 0.10% | +300+5.4% | Added |
| United Community Bank | 5,834 | $932.4K | 0.36% | +534+10.1% | Added |
| Lindbrook Capital, LLC | 5,836 | $932.7K | 0.09% | −69−1.2% | Reduced |
| AE Wealth Management LLC | 5,838 | $933.0K | 0.01% | −47,417−89.0% | Reduced |
| Kowal Investment Group, LLC | 5,850 | $935.0K | 0.20% | −147−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,866 | $937.5K | 0.02% | +61+1.1% | Added |
| Integrated Advisors Network LLC | 5,977 | $955.2K | 0.05% | +48+0.8% | Added |
| Prentiss Smith & Co Inc | 5,985 | $956.5K | 0.67% | 00.0% | Unchanged |
| Financial Insights, Inc. | 6,001 | $959.1K | 0.27% | −343−5.4% | Reduced |
| Stonebrook Private Inc. | 6,011 | $960.7K | 0.28% | +354+6.3% | Added |
| Boston Trust Walden Corp | 6,018 | $961.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,037 | $964.8K | 0.08% | −94−1.5% | Reduced |
| Legacy Advisors, LLC | 6,067 | $969.6K | 0.12% | −262−4.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $977.7K | 0.39% | +6,300+7,875.0% | Added |
| Rehmann Capital Advisory Group | 6,124 | $978.7K | 0.07% | +424+7.4% | Added |
| Schechter Investment Advisors, LLC | 6,127 | $979.3K | 0.07% | −332−5.1% | Reduced |
| Eukles Asset Management | 6,176 | $987.1K | 0.43% | +4+0.1% | Added |
| Beacon Pointe Advisors, LLC | 6,208 | $992.2K | 0.01% | −6,910−52.7% | Reduced |