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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 9,031 | $1.44M | 0.20% | +331+3.8% | Added |
| Boston Partners | 9,049 | $1.45M | 0.00% | −732−7.5% | Reduced |
| Knollwood Investment Advisory, LLC | 9,050 | $1.45M | 0.26% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 9,127 | $1.46M | 0.41% | −1,183−11.5% | Reduced |
| Moody National Bank Trust Division | 9,194 | $1.47M | 0.12% | +37+0.4% | Added |
| Profund Advisors LLC | 9,235 | $1.48M | 0.06% | +1,164+14.4% | Added |
| SpiderRock Advisors, LLC | 9,725 | $1.48M | 0.05% | +9,725 | New |
| Lionsbridge Wealth Management LLC | 9,343 | $1.49M | 1.15% | −183−1.9% | Reduced |
| First Interstate Bank | 9,357 | $1.50M | 0.10% | −138−1.5% | Reduced |
| Horizon Investments, LLC | 9,388 | $1.50M | 0.04% | +450+5.0% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.51M | 0.49% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,437 | $1.51M | 0.01% | −851−8.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,468 | $1.51M | 0.05% | +305+3.3% | Added |
| Callahan Advisors, LLC | 9,485 | $1.52M | 0.16% | 00.0% | Unchanged |
| Sabal Trust CO | 9,495 | $1.52M | 0.09% | −14−0.1% | Reduced |
| Clearstead Advisors, LLC | 9,915 | $1.52M | 0.08% | −265−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,509 | $1.52M | 0.15% | +286+3.1% | Added |
| Signature Wealth Management Group | 10,249 | $1.52M | 0.69% | +561+5.8% | Added |
| Smithfield Trust Co | 9,723 | $1.55M | 0.08% | −338−3.4% | Reduced |
| Montecito Bank & Trust | 9,750 | $1.56M | 0.31% | −641−6.2% | Reduced |
| GAMMA Investing LLC | 9,765 | $1.56M | 0.32% | +1,308+15.5% | Added |
| Manchester Capital Management LLC | 9,782 | $1.56M | 0.19% | +73+0.8% | Added |
| Pitcairn Co | 9,831 | $1.57M | 0.10% | +425+4.5% | Added |
| Harbour Investments, Inc. | 9,874 | $1.58M | 0.06% | +1,694+20.7% | Added |
| Global Retirement Partners, LLC | 9,921 | $1.59M | 0.06% | +689+7.5% | Added |
| Johnson Investment Counsel Inc | 9,927 | $1.59M | 0.02% | −348−3.4% | Reduced |
| Merit Financial Group, LLC | 10,661 | $1.59M | 0.04% | +2,716+34.2% | Added |
| Redwood Investment Management, LLC | 9,963 | $1.59M | 0.15% | −1,393−12.3% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.59M | 0.78% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,982 | $1.60M | 0.04% | +161+1.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,000 | $1.60M | 0.34% | +10,000 | New |
| Dorchester Wealth Management Co | 10,037 | $1.60M | 0.29% | −115−1.1% | Reduced |
| ICW Investment Advisors LLC | 10,176 | $1.63M | 0.72% | +367+3.7% | Added |
| Palouse Capital Management, Inc. | 10,241 | $1.64M | 1.08% | −625−5.8% | Reduced |
| Embree Financial Group | 10,270 | $1.64M | 0.32% | −3,600−26.0% | Reduced |
| Jacobi Capital Management LLC | 10,405 | $1.66M | 0.15% | +11+0.1% | Added |
| City Holding Co | 10,407 | $1.66M | 0.25% | +415+4.2% | Added |
| DoubleLine ETF Adviser LP | 10,453 | $1.67M | 0.43% | +395+3.9% | Added |
| Allianz SE | 10,466 | $1.67M | 0.05% | +10,466 | New |
| Ifrah Financial Services, Inc. | 10,480 | $1.67M | 0.47% | −210−2.0% | Reduced |
| Jefferies Financial Group Inc. | 10,527 | $1.68M | 0.03% | −15,314−59.3% | Reduced |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.80% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10,594 | $1.69M | 0.51% | +1,223+13.1% | Added |
| Central Pacific Bank - Trust Division | 10,884 | $1.73M | 0.21% | +10,884 | New |
| Lido Advisors, LLC | 10,811 | $1.73M | 0.02% | +1,102+11.4% | Added |
| Duncker Streett & Co Inc | 10,834 | $1.73M | 0.34% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,862 | $1.74M | 0.26% | −233−2.1% | Reduced |
| WealthShield Partners, LLC | 10,863 | $1.74M | 0.28% | +213+2.0% | Added |
| Bray Capital Advisors | 10,865 | $1.74M | 0.44% | −143−1.3% | Reduced |
| Central Valley Advisors, LLC | 10,901 | $1.74M | 0.90% | +656+6.4% | Added |
| NBC Securities, Inc. | 10,917 | $1.74M | 0.16% | +747+7.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,053 | $1.77M | 0.00% | +5,677+105.6% | Added |
| AdvisorNet Financial, Inc | 11,073 | $1.77M | 0.17% | −97−0.9% | Reduced |
| Delphi Management Inc | 11,083 | $1.77M | 1.37% | −92−0.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 12,054 | $1.78M | 0.90% | +10,419+637.2% | Added |
| Centurion Wealth Management LLC | 11,261 | $1.80M | 0.71% | −2,156−16.1% | Reduced |
| Vestcor Inc | 11,357 | $1.81M | 0.06% | −1,928−14.5% | Reduced |
| Credential Qtrade Securities Inc. | 11,409 | $1.82M | 0.10% | −197−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 11,512 | $1.84M | 0.07% | −2,794−19.5% | Reduced |
| Tiaa Trust, National Association | 11,533 | $1.84M | 0.01% | −2,155−15.7% | Reduced |
| Covey Capital Advisors, LLC | 11,565 | $1.85M | 2.23% | +11,565 | New |
| Midwest Professional Planners, LTD. | 11,571 | $1.85M | 0.65% | −3,462−23.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,574 | $1.85M | 0.07% | −4,472−27.9% | Reduced |
| Wahed Invest LLC | 11,649 | $1.86M | 0.42% | +1,440+14.1% | Added |
| GTS Securities LLC | 11,857 | $1.89M | 0.05% | −4,962−29.5% | Reduced |
| Benchmark Investment Advisors LLC | 11,901 | $1.90M | 1.50% | −6,982−37.0% | Reduced |
| Harvey Capital Management Inc | 11,970 | $1.91M | 0.56% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,971 | $1.91M | 0.76% | +273+2.3% | Added |
| V-Square Quantitative Management LLC | 11,982 | $1.91M | 0.32% | +2,448+25.7% | Added |
| Barbara Oil Co. | 12,000 | $1.92M | 0.81% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 12,024 | $1.92M | 0.03% | −257−2.1% | Reduced |
| EP Wealth Advisors, LLC | 12,041 | $1.92M | 0.02% | +835+7.5% | Added |
| Wealthspire Advisors, LLC | 12,049 | $1.93M | 0.03% | −224−1.8% | Reduced |
| Greenleaf Trust | 12,050 | $1.93M | 0.02% | −37−0.3% | Reduced |
| Chilton Investment Co LLC | 12,064 | $1.93M | 0.05% | −487−3.9% | Reduced |
| Kovack Advisors, Inc. | 12,067 | $1.93M | 0.23% | +402+3.4% | Added |
| Bokf, NA | 12,204 | $1.94M | 0.04% | −2,664−17.9% | Reduced |
| Coldstream Capital Management Inc | 12,132 | $1.94M | 0.05% | −309−2.5% | Reduced |
| Citizens Financial Group Inc | 12,206 | $1.95M | 0.07% | +195+1.6% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.96M | 0.24% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 12,254 | $1.96M | 0.45% | +976+8.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,277 | $1.96M | 0.09% | +1,349+12.3% | Added |
| Alberta Investment Management Corp | 12,300 | $1.97M | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,314 | $1.97M | 0.04% | −116,458−90.4% | Reduced |
| Balentine LLC | 12,340 | $1.97M | 0.06% | −234−1.9% | Reduced |
| Alps Advisors Inc | 12,388 | $1.98M | 0.01% | +4,492+56.9% | Added |
| Hamilton Capital Partners Inc. | 12,429 | $1.99M | 0.24% | +12,429 | New |
| GLOBALT Investments LLC | 12,452 | $1.99M | 0.08% | +1,070+9.4% | Added |
| Main Street Financial Solutions, LLC | 12,455 | $1.99M | 0.21% | −287−2.3% | Reduced |
| Abundance Wealth Counselors | 12,479 | $1.99M | 0.46% | +240+2.0% | Added |
| National Asset Management, Inc. | 17,855 | $2.02M | 0.05% | +513+3.0% | Added |
| HighVista Strategies LLC | 12,653 | $2.02M | 0.72% | −2,300−15.4% | Reduced |
| Summit Trail Advisors, LLC | 12,746 | $2.04M | 0.05% | +2,930+29.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,835 | $2.05M | 0.85% | +647+5.3% | Added |
| Scotia Capital Inc. | 12,840 | $2.05M | 0.01% | +4,969+63.1% | Added |
| Annex Advisory Services, LLC | 12,880 | $2.06M | 0.07% | −456−3.4% | Reduced |
| Dakota Wealth Management | 12,942 | $2.07M | 0.05% | +10,757+492.3% | Added |
| Yarbrough Capital, LLC | 12,960 | $2.07M | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,099 | $2.09M | 0.03% | −3,923−23.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,099 | $2.09M | 0.56% | +575+4.6% | Added |