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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 4,911 | $784.9K | 0.09% | +2,136+77.0% | Added |
| Chesapeake Wealth Management | 4,890 | $781.5K | 0.28% | −48−1.0% | Reduced |
| Tributary Capital Management, LLC | 4,875 | $779.1K | 0.06% | +400+8.9% | Added |
| TRUE Private Wealth Advisors | 4,862 | $777.1K | 0.09% | +119+2.5% | Added |
| Crumly & Associates Inc. | 4,829 | $771.8K | 0.20% | −14−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,815 | $770.0K | 0.28% | −334−6.5% | Reduced |
| Johnson Financial Group, Inc. | 4,815 | $769.5K | 0.04% | −1,898−28.3% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $767.1K | 0.14% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,796 | $766.5K | 0.35% | +4,796 | New |
| Sigma Planning Corp | 4,792 | $765.9K | 0.02% | +2,760+135.8% | Added |
| Nomura Holdings Inc | 4,792 | $765.9K | 0.01% | −7,312−60.4% | Reduced |
| Baader Bank INC | 4,790 | $765.5K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,898 | $761.1K | 0.06% | +87+1.8% | Added |
| Principal Street Partners, LLC | 4,773 | $760.0K | 0.14% | +642+15.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,750 | $759.1K | 0.08% | −940−16.5% | Reduced |
| Ellis Investment Partners, LLC | 4,739 | $757.3K | 0.16% | −101−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,721 | $754.5K | 0.06% | +206+4.6% | Added |
| Cascade Investment Group, Inc. | 4,673 | $746.8K | 0.56% | +32+0.7% | Added |
| Capital Investment Advisors, LLC | 4,663 | $745.2K | 0.02% | −88−1.9% | Reduced |
| 1st Source Bank | 4,655 | $744.0K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,653 | $743.6K | 0.06% | −345−6.9% | Reduced |
| Roberts Glore & Co Inc | 4,618 | $738.0K | 0.22% | 00.0% | Unchanged |
| Ariel Investments, LLC | 4,617 | $737.9K | 0.01% | +301+7.0% | Added |
| Optimum Investment Advisors | 4,615 | $737.6K | 0.34% | +615+15.4% | Added |
| Mystic Asset Management, Inc. | 4,555 | $728.0K | 0.30% | +50+1.1% | Added |
| Legacy Wealth Asset Management, LLC | 4,554 | $727.8K | 0.20% | +4+0.1% | Added |
| Neumann Capital Management, LLC | 4,540 | $725.6K | 0.26% | +1,750+62.7% | Added |
| Riverwater Partners LLC | 4,509 | $720.6K | 0.53% | −2,214−32.9% | Reduced |
| Condor Capital Management | 4,504 | $719.8K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,491 | $718.0K | 0.13% | +4,491 | New |
| Caldwell Trust Co | 4,483 | $716.5K | 0.08% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,458 | $712.5K | 0.53% | −336−7.0% | Reduced |
| Parallel Advisors, LLC | 4,457 | $712.3K | 0.02% | +768+20.8% | Added |
| Foundations Investment Advisors, LLC | 4,441 | $709.8K | 0.02% | +247+5.9% | Added |
| Smartleaf Asset Management LLC | 4,432 | $706.1K | 0.14% | +1,119+33.8% | Added |
| GPS Wealth Strategies Group, LLC | 4,413 | $705.3K | 0.11% | +360+8.9% | Added |
| Opal Wealth Advisors, LLC | 4,394 | $702.3K | 0.24% | +25+0.6% | Added |
| Atomi Financial Group, Inc. | 4,377 | $699.6K | 0.06% | +573+15.1% | Added |
| Herr Investment Group LLC | 4,376 | $699.4K | 0.22% | 00.0% | Unchanged |
| US Asset Management LLC | 4,371 | $699.0K | 0.63% | −42−1.0% | Reduced |
| St Germain D J Co Inc | 4,358 | $696.5K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,349 | $695.1K | 0.05% | −1,318−23.3% | Reduced |
| Penbrook Management LLC | 4,330 | $692.0K | 0.43% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,312 | $689.1K | 0.05% | +186+4.5% | Added |
| 9258 Wealth Management, LLC | 4,284 | $684.7K | 0.11% | +128+3.1% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $684.0K | 0.14% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,269 | $682.3K | 0.07% | +1,698+66.0% | Added |
| Ellevest, Inc. | 4,244 | $678.3K | 0.04% | +95+2.3% | Added |
| ERn Financial, LLC | 4,233 | $676.5K | 0.12% | −25−0.6% | Reduced |
| Boston Family Office LLC | 4,225 | $675.0K | 0.05% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,215 | $673.6K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,200 | $671.2K | 0.16% | −100−2.3% | Reduced |
| Bank of Stockton | 4,197 | $670.8K | 0.21% | −1,255−23.0% | Reduced |
| Stonebridge Capital Advisors LLC | 4,187 | $669.2K | 0.06% | +580+16.1% | Added |
| Skopos Labs, Inc. | 4,207 | $667.1K | 0.29% | −115−2.7% | Reduced |
| First Heartland Consultants, Inc. | 4,167 | $666.0K | 0.07% | +78+1.9% | Added |
| Clarius Group, LLC | 4,140 | $661.7K | 0.05% | −800−16.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,131 | $660.2K | 0.00% | +3,437+495.2% | Added |
| Valeo Financial Advisors, LLC | 4,319 | $657.6K | 0.02% | +38+0.9% | Added |
| Conning Inc. | 4,101 | $655.4K | 0.02% | −120−2.8% | Reduced |
| KMG Fiduciary Partners, LLC | 4,080 | $652.0K | 0.07% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,074 | $651.1K | 0.15% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,071 | $650.6K | 0.27% | −114−2.7% | Reduced |
| Outlook Wealth Advisors, LLC | 4,066 | $649.8K | 0.20% | −376−8.5% | Reduced |
| Truvestments Capital LLC | 4,064 | $649.5K | 0.25% | +1,717+73.2% | Added |
| Confluence Wealth Services, Inc. | 4,049 | $647.1K | 0.06% | −145−3.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,049 | $647.1K | 0.02% | +356+9.6% | Added |
| Accent Capital Management, LLC | 4,037 | $645.2K | 0.56% | +198+5.2% | Added |
| Northwest Bancshares, Inc. | 4,036 | $645.0K | 0.10% | +1,495+58.8% | Added |
| Legacy Wealth Management, LLC | 4,034 | $644.7K | 0.29% | 00.0% | Unchanged |
| 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 |
| Wealth Alliance | 3,985 | $636.9K | 0.08% | −965−19.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,970 | $634.5K | 0.35% | −105−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,961 | $633.0K | 0.05% | −42−1.0% | Reduced |
| Advisors Capital Management, LLC | 3,952 | $632.0K | 0.01% | +1,182+42.7% | Added |
| Parkside Financial Bank & Trust | 3,948 | $631.0K | 0.10% | +286+7.8% | Added |
| Vista Investment Management | 3,933 | $628.6K | 0.26% | −404−9.3% | Reduced |
| GeoWealth Management, LLC | 3,925 | $627.3K | 0.02% | +2,036+107.8% | Added |
| Madrona Financial Services, LLC | 3,913 | $625.4K | 0.22% | +53+1.4% | Added |
| Strategic Investment Advisors | 3,901 | $623.5K | 0.08% | −1,610−29.2% | Reduced |
| Allred Capital Management, LLC | 3,882 | $620.4K | 0.24% | +1,480+61.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,034 | $619.6K | 0.12% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,870 | $618.5K | 0.54% | +123+3.3% | Added |
| HF Advisory Group, LLC | 3,850 | $615.3K | 0.34% | +57+1.5% | Added |
| Quadcap Wealth Management, LLC | 3,823 | $611.0K | 0.14% | +134+3.6% | Added |
| Alpha Family Trust | 3,805 | $608.1K | 0.37% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,800 | $607.3K | 0.10% | −3,630−48.9% | Reduced |
| LMR Partners LLP | 3,799 | $607.2K | 0.02% | +3,799 | New |
| Fidelis Capital Partners, LLC | 3,791 | $605.9K | 0.09% | +496+15.1% | Added |
| Citadel Investment Advisory, Inc. | 3,740 | $598.0K | 0.34% | 00.0% | Unchanged |
| Advisor Resource Council | 4,466 | $593.3K | 0.25% | −9,763−68.6% | Reduced |
| Cullinan Associates Inc | 3,700 | $591.3K | 0.03% | −37,183−90.9% | Reduced |
| Baker Avenue Asset Management, LP | 3,697 | $590.9K | 0.02% | −2,917−44.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,696 | $590.7K | 0.01% | −640−14.8% | Reduced |
| Ironsides Asset Advisors, LLC | 3,695 | $590.5K | 0.20% | +385+11.6% | Added |
| Boston Financial Mangement LLC | 3,682 | $588.5K | 0.02% | +364+11.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $585.4K | 0.04% | +42+0.8% | Added |