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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 6,245 | $998.1K | 0.40% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,268 | $1.00M | 0.09% | +328+5.5% | Added |
| Voya Financial Advisors, Inc. | 6,296 | $1.00M | 0.11% | +481+8.3% | Added |
| USA Financial Portformulas Corp | 6,288 | $1.00M | 0.16% | −2,752−30.4% | Reduced |
| Bowman & Co S.C. | 6,299 | $1.01M | 0.61% | −256−3.9% | Reduced |
| NorthRock Partners, LLC | 6,304 | $1.01M | 0.04% | +146+2.4% | Added |
| Atlas Capital Advisors LLC | 6,309 | $1.01M | 0.16% | 00.0% | Unchanged |
| Landaas & Co | 6,313 | $1.01M | 0.33% | −615−8.9% | Reduced |
| Semmax Financial Advisors Inc. | 6,602 | $1.01M | 0.33% | +660+11.1% | Added |
| Certified Advisory Corp | 6,338 | $1.01M | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,341 | $1.01M | 0.19% | −59−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 6,389 | $1.02M | 0.13% | −6−0.1% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $1.02M | 0.64% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,421 | $1.03M | 0.08% | +468+7.9% | Added |
| Synergy Financial Management, LLC | 6,422 | $1.03M | 0.17% | −1,773−21.6% | Reduced |
| Central Bank & Trust Co | 6,423 | $1.03M | 0.15% | −45−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 6,447 | $1.03M | 0.05% | +28+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 6,460 | $1.03M | 0.02% | −4,210−39.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,492 | $1.04M | 0.04% | −177−2.7% | Reduced |
| Integral Investment Advisors, Inc. | 6,515 | $1.04M | 0.43% | +726+12.5% | Added |
| Nicolet Bankshares Inc | 6,590 | $1.05M | 0.26% | −174−2.6% | Reduced |
| CSS LLC | 6,700 | $1.07M | 0.09% | +6,700 | New |
| Wesbanco Bank Inc | 6,708 | $1.07M | 0.04% | +6,708 | New |
| Ridgepath Capital Management LLC | 6,748 | $1.08M | 1.21% | +6,748 | New |
| Bridges Investment Management Inc | 6,775 | $1.08M | 0.03% | −5,333−44.0% | Reduced |
| VeraBank, N.A. | 6,805 | $1.09M | 0.34% | −100−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,812 | $1.09M | 0.00% | +6,812 | New |
| Argonautica Private Wealth Management, Inc | 6,828 | $1.09M | 0.39% | +2,700+65.4% | Added |
| Court Place Advisors, LLC | 6,848 | $1.09M | 0.35% | −1,090−13.7% | Reduced |
| Boothbay Fund Management, LLC | 6,871 | $1.10M | 0.03% | −33,202−82.9% | Reduced |
| Aurora Investment Counsel | 6,930 | $1.11M | 0.63% | −1,252−15.3% | Reduced |
| RIA Advisory Group LLC | 6,980 | $1.12M | 0.45% | +6,980 | New |
| HBK Sorce Advisory LLC | 7,032 | $1.12M | 0.04% | +267+3.9% | Added |
| Brown Capital Management LLC | 7,034 | $1.12M | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,038 | $1.12M | 0.02% | +7,038 | New |
| RDA Financial Network | 7,066 | $1.13M | 0.39% | +162+2.3% | Added |
| NBT Bank N A | 7,087 | $1.13M | 0.08% | −90−1.3% | Reduced |
| Unique Wealth Strategies, LLC | 7,108 | $1.14M | 0.56% | +844+13.5% | Added |
| Aspire Private Capital, LLC | 7,153 | $1.14M | 0.30% | −439−5.8% | Reduced |
| Legacy Trust | 7,159 | $1.14M | 0.29% | +16+0.2% | Added |
| Ballentine Partners, LLC | 7,162 | $1.14M | 0.02% | +567+8.6% | Added |
| Okabena Investment Services Inc | 7,235 | $1.16M | 0.39% | −5,633−43.8% | Reduced |
| SMART Wealth LLC | 7,291 | $1.17M | 0.53% | −683−8.6% | Reduced |
| Spinnaker Trust | 7,371 | $1.18M | 0.08% | −195−2.6% | Reduced |
| Gould Capital, LLC | 7,376 | $1.18M | 0.83% | −879−10.6% | Reduced |
| Trust Asset Management LLC | 7,400 | $1.18M | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,407 | $1.18M | 0.23% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 7,476 | $1.19M | 0.17% | +4,039+117.5% | Added |
| IFP Advisors, Inc | 7,477 | $1.19M | 0.05% | +531+7.6% | Added |
| Meritage Portfolio Management | 7,493 | $1.20M | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,504 | $1.20M | 0.01% | +1,276+20.5% | Added |
| Focus Financial Network, Inc. | 8,165 | $1.20M | 0.06% | +8,165 | New |
| Radnor Capital Management, LLC | 7,524 | $1.20M | 0.20% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7,526 | $1.20M | 0.87% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,540 | $1.21M | 0.25% | +38+0.5% | Added |
| Miracle Mile Advisors, LLC | 7,553 | $1.21M | 0.03% | +263+3.6% | Added |
| True North Advisors, LLC | 7,563 | $1.21M | 0.33% | +5+0.1% | Added |
| Peoples Bank | 7,590 | $1.21M | 0.68% | −80−1.0% | Reduced |
| Stevard, LLC | 7,600 | $1.21M | 1.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,611 | $1.22M | 0.02% | −737−8.8% | Reduced |
| Empowered Funds, LLC | 7,628 | $1.22M | 0.02% | +1,199+18.6% | Added |
| First Nebraska Trust Co | 7,635 | $1.22M | 0.13% | 00.0% | Unchanged |
| Unique Wealth, LLC | 7,656 | $1.22M | 0.35% | +1,960+34.4% | Added |
| Intelligence Driven Advisers, LLC | 7,665 | $1.23M | 0.18% | −1,000−11.5% | Reduced |
| Groupama Asset Managment | 3,725 | $1.23M | 0.02% | −5,009−57.4% | Reduced |
| HighPoint Advisor Group LLC | 8,093 | $1.24M | 0.09% | +33+0.4% | Added |
| Koshinski Asset Management, Inc. | 7,856 | $1.26M | 0.13% | −2,388−23.3% | Reduced |
| Grimes & Company, Inc. | 7,913 | $1.26M | 0.04% | −601−7.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,930 | $1.27M | 0.03% | +844+11.9% | Added |
| Mitchell Capital Management Co | 8,002 | $1.28M | 0.25% | −520−6.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,043 | $1.29M | 0.46% | −285−3.4% | Reduced |
| Anchor Capital Advisors LLC | 8,045 | $1.29M | 0.03% | −19−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.29M | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,099 | $1.29M | 0.02% | +1,299+19.1% | Added |
| SRS Capital Advisors, Inc. | 8,119 | $1.30M | 0.14% | −206−2.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $1.30M | 0.61% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 8,322 | $1.33M | 0.09% | +97+1.2% | Added |
| Independent Advisor Alliance | 8,350 | $1.33M | 0.05% | +279+3.5% | Added |
| Thoroughbred Financial Services, LLC | 8,401 | $1.34M | 0.13% | −5,623−40.1% | Reduced |
| Addison Advisors LLC | 8,397 | $1.34M | 0.46% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 8,440 | $1.35M | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 8,450 | $1.35M | 0.05% | +2,360+38.8% | Added |
| Wayfinding Financial, LLC | 8,826 | $1.35M | 0.79% | +53+0.6% | Added |
| Dynamic Advisor Solutions LLC | 8,518 | $1.36M | 0.05% | +413+5.1% | Added |
| Dean Investment Associates, LLC | 8,544 | $1.37M | 0.19% | −882−9.4% | Reduced |
| Archford Capital Strategies, LLC | 8,582 | $1.37M | 0.23% | −75−0.9% | Reduced |
| Brown Brothers Harriman & Co | 8,595 | $1.37M | 0.01% | −516−5.7% | Reduced |
| Lebenthal Global Advisors, LLC | 8,673 | $1.39M | 0.31% | +20+0.2% | Added |
| Green Harvest Asset Management LLC | 8,690 | $1.39M | 0.03% | +10+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,711 | $1.39M | 0.05% | +100+1.2% | Added |
| Freestone Capital Holdings, LLC | 8,730 | $1.40M | 0.05% | 00.0% | Unchanged |
| Guardian Capital LP | 8,735 | $1.40M | 0.05% | −75−0.9% | Reduced |
| Evoke Wealth, LLC | 8,745 | $1.40M | 0.04% | +8,745 | New |
| Lederer & Associates Investment Counsel | 8,772 | $1.40M | 0.97% | −117−1.3% | Reduced |
| Key Financial Inc | 8,812 | $1.41M | 0.36% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.41M | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 8,843 | $1.41M | 0.05% | −50−0.6% | Reduced |
| Arcataur Capital Management LLC | 8,884 | $1.42M | 0.51% | −55−0.6% | Reduced |
| Financial Advocates Investment Management | 8,885 | $1.42M | 0.08% | −1,075−10.8% | Reduced |
| Secure Asset Management, LLC | 8,907 | $1.42M | 0.33% | −89−1.0% | Reduced |