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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 7,400 | $1.18M | 0.10% | 00.0% | Unchanged |
| Gould Capital, LLC | 7,376 | $1.18M | 0.83% | −879−10.6% | Reduced |
| Spinnaker Trust | 7,371 | $1.18M | 0.08% | −195−2.6% | Reduced |
| SMART Wealth LLC | 7,291 | $1.17M | 0.53% | −683−8.6% | Reduced |
| Okabena Investment Services Inc | 7,235 | $1.16M | 0.39% | −5,633−43.8% | Reduced |
| Ballentine Partners, LLC | 7,162 | $1.14M | 0.02% | +567+8.6% | Added |
| Legacy Trust | 7,159 | $1.14M | 0.29% | +16+0.2% | Added |
| Aspire Private Capital, LLC | 7,153 | $1.14M | 0.30% | −439−5.8% | Reduced |
| Unique Wealth Strategies, LLC | 7,108 | $1.14M | 0.56% | +844+13.5% | Added |
| NBT Bank N A | 7,087 | $1.13M | 0.08% | −90−1.3% | Reduced |
| RDA Financial Network | 7,066 | $1.13M | 0.39% | +162+2.3% | Added |
| Martingale Asset Management L P | 7,038 | $1.12M | 0.02% | +7,038 | New |
| Brown Capital Management LLC | 7,034 | $1.12M | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,032 | $1.12M | 0.04% | +267+3.9% | Added |
| RIA Advisory Group LLC | 6,980 | $1.12M | 0.45% | +6,980 | New |
| Aurora Investment Counsel | 6,930 | $1.11M | 0.63% | −1,252−15.3% | Reduced |
| Boothbay Fund Management, LLC | 6,871 | $1.10M | 0.03% | −33,202−82.9% | Reduced |
| Court Place Advisors, LLC | 6,848 | $1.09M | 0.35% | −1,090−13.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,828 | $1.09M | 0.39% | +2,700+65.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,812 | $1.09M | 0.00% | +6,812 | New |
| VeraBank, N.A. | 6,805 | $1.09M | 0.34% | −100−1.4% | Reduced |
| Bridges Investment Management Inc | 6,775 | $1.08M | 0.03% | −5,333−44.0% | Reduced |
| Ridgepath Capital Management LLC | 6,748 | $1.08M | 1.21% | +6,748 | New |
| Wesbanco Bank Inc | 6,708 | $1.07M | 0.04% | +6,708 | New |
| CSS LLC | 6,700 | $1.07M | 0.09% | +6,700 | New |
| Nicolet Bankshares Inc | 6,590 | $1.05M | 0.26% | −174−2.6% | Reduced |
| Integral Investment Advisors, Inc. | 6,515 | $1.04M | 0.43% | +726+12.5% | Added |
| Ameritas Investment Partners, Inc. | 6,492 | $1.04M | 0.04% | −177−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,460 | $1.03M | 0.02% | −4,210−39.5% | Reduced |
| Lake Street Advisors Group, LLC | 6,447 | $1.03M | 0.05% | +28+0.4% | Added |
| Central Bank & Trust Co | 6,423 | $1.03M | 0.15% | −45−0.7% | Reduced |
| Synergy Financial Management, LLC | 6,422 | $1.03M | 0.17% | −1,773−21.6% | Reduced |
| Tectonic Advisors LLC | 6,421 | $1.03M | 0.08% | +468+7.9% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.02M | 0.64% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,389 | $1.02M | 0.13% | −6−0.1% | Reduced |
| Cigna Investments Inc | 6,341 | $1.01M | 0.19% | −59−0.9% | Reduced |
| Certified Advisory Corp | 6,338 | $1.01M | 0.14% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6,602 | $1.01M | 0.33% | +660+11.1% | Added |
| Landaas & Co | 6,313 | $1.01M | 0.33% | −615−8.9% | Reduced |
| Atlas Capital Advisors LLC | 6,309 | $1.01M | 0.16% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,304 | $1.01M | 0.04% | +146+2.4% | Added |
| Bowman & Co S.C. | 6,299 | $1.01M | 0.61% | −256−3.9% | Reduced |
| USA Financial Portformulas Corp | 6,288 | $1.00M | 0.16% | −2,752−30.4% | Reduced |
| Voya Financial Advisors, Inc. | 6,296 | $1.00M | 0.11% | +481+8.3% | Added |
| Wintrust Investments LLC | 6,268 | $1.00M | 0.09% | +328+5.5% | Added |
| Townsend Asset Management Corp | 6,245 | $998.1K | 0.40% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,208 | $992.2K | 0.01% | −6,910−52.7% | Reduced |
| Eukles Asset Management | 6,176 | $987.1K | 0.43% | +4+0.1% | Added |
| Schechter Investment Advisors, LLC | 6,127 | $979.3K | 0.07% | −332−5.1% | Reduced |
| Rehmann Capital Advisory Group | 6,124 | $978.7K | 0.07% | +424+7.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $977.7K | 0.39% | +6,300+7,875.0% | Added |
| Legacy Advisors, LLC | 6,067 | $969.6K | 0.12% | −262−4.1% | Reduced |
| Quadrant Capital Group LLC | 6,037 | $964.8K | 0.08% | −94−1.5% | Reduced |
| Boston Trust Walden Corp | 6,018 | $961.8K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 6,011 | $960.7K | 0.28% | +354+6.3% | Added |
| Financial Insights, Inc. | 6,001 | $959.1K | 0.27% | −343−5.4% | Reduced |
| Prentiss Smith & Co Inc | 5,985 | $956.5K | 0.67% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,977 | $955.2K | 0.05% | +48+0.8% | Added |
| Kingsview Wealth Management, LLC | 5,866 | $937.5K | 0.02% | +61+1.1% | Added |
| Kowal Investment Group, LLC | 5,850 | $935.0K | 0.20% | −147−2.5% | Reduced |
| AE Wealth Management LLC | 5,838 | $933.0K | 0.01% | −47,417−89.0% | Reduced |
| Lindbrook Capital, LLC | 5,836 | $932.7K | 0.09% | −69−1.2% | Reduced |
| United Community Bank | 5,834 | $932.4K | 0.36% | +534+10.1% | Added |
| Smith, Moore & Co. | 5,827 | $931.3K | 0.10% | +300+5.4% | Added |
| Verition Fund Management LLC | 5,813 | $929.0K | 0.01% | −2,011−25.7% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $928.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,801 | $927.1K | 0.02% | +211+3.8% | Added |
| Shepherd Financial Partners LLC | 5,622 | $898.4K | 0.12% | +12+0.2% | Added |
| Verdad Advisers, LP | 5,612 | $896.9K | 0.98% | +5,612 | New |
| First Citizens Bank & Trust Co | 5,600 | $895.0K | 0.02% | +5,600 | New |
| Beacon Financial Group | 5,583 | $892.3K | 0.10% | −38−0.7% | Reduced |
| Parsons Capital Management Inc | 5,575 | $891.0K | 0.06% | −26−0.5% | Reduced |
| Meridian Wealth Management, LLC | 5,546 | $886.4K | 0.15% | −13−0.2% | Reduced |
| Wunderlich Capital Managemnt | 5,502 | $879.3K | 0.40% | −239−4.2% | Reduced |
| David Loasby | 5,608 | $871.4K | 0.09% | +51+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,451 | $871.2K | 0.14% | +403+8.0% | Added |
| LVM Capital Management Ltd | 5,425 | $867.0K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,509 | $864.7K | 0.05% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,402 | $863.4K | 0.31% | −129−2.3% | Reduced |
| Modera Wealth Management, LLC | 5,400 | $863.0K | 0.01% | −127−2.3% | Reduced |
| Gamco Investors, Inc. Et Al | 5,400 | $863.0K | 0.01% | −400−6.9% | Reduced |
| Catalyst Capital Advisors LLC | 5,380 | $859.8K | 0.02% | +5,380 | New |
| Syon Capital LLC | 5,376 | $859.2K | 0.08% | +112+2.1% | Added |
| SlateStone Wealth, LLC | 5,351 | $855.0K | 0.09% | +5,351 | New |
| First American Trust, FSB | 5,307 | $848.2K | 0.09% | +77+1.5% | Added |
| Delta Financial Group, Inc. | 5,293 | $846.0K | 0.25% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 5,228 | $835.5K | 0.53% | +963+22.6% | Added |
| Cumberland Partners Ltd | 5,200 | $831.1K | 0.06% | +5,200 | New |
| Mutual Advisors, LLC | 5,189 | $829.3K | 0.03% | +88+1.7% | Added |
| Evergreen Capital Management LLC | 5,188 | $829.1K | 0.03% | +46+0.9% | Added |
| Whittier Trust Co | 5,174 | $826.9K | 0.01% | −148−2.8% | Reduced |
| Forum Financial Management, LP | 5,155 | $823.9K | 0.01% | −297−5.4% | Reduced |
| Eqis Capital Management, Inc. | 5,137 | $821.0K | 0.07% | +471+10.1% | Added |
| 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 |
| CFO4Life Group, LLC | 5,077 | $811.4K | 0.15% | −352−6.5% | Reduced |
| Intellectus Partners, LLC | 4,952 | $791.4K | 0.21% | −26−0.5% | Reduced |
| GM Advisory Group, Inc. | 4,944 | $790.1K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,943 | $790.0K | 0.06% | −20−0.4% | Reduced |
| Jump Financial, LLC | 4,932 | $788.2K | 0.02% | −2,977−37.6% | Reduced |