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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 3,655 | $584.1K | 0.26% | +160+4.6% | Added |
| Flagship Harbor Advisors, LLC | 3,602 | $575.6K | 0.04% | −130−3.5% | Reduced |
| Avestar Capital, LLC | 3,592 | $574.1K | 0.07% | +954+36.2% | Added |
| Capital Asset Advisory Services LLC | 3,624 | $570.3K | 0.03% | −1,016−21.9% | Reduced |
| Chicago Capital, LLC | 3,566 | $569.9K | 0.02% | +70+2.0% | Added |
| Holderness Investments Co | 3,565 | $569.8K | 0.14% | +65+1.9% | Added |
| Heritage Wealth Advisors | 3,550 | $567.4K | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,550 | $567.4K | 0.01% | +3,550 | New |
| Fishman Jay A Ltd | 3,548 | $567.0K | 0.06% | −500−12.4% | Reduced |
| Financial Planning & Information Services, Inc. | 3,548 | $567.0K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,544 | $566.4K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,690 | $563.4K | 0.04% | +648+21.3% | Added |
| Ritholtz Wealth Management | 3,524 | $563.2K | 0.02% | +310+9.6% | Added |
| SageView Advisory Group, LLC | 14,578 | $563.0K | 0.03% | +12,548+618.1% | Added |
| Buckingham Strategic Partners | 3,520 | $562.6K | 0.02% | +1,293+58.1% | Added |
| Simon Quick Advisors, LLC | 3,505 | $560.2K | 0.04% | +3,505 | New |
| Moody Lynn & Lieberson, LLC | 3,480 | $556.2K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 3,452 | $551.7K | 0.00% | +252+7.9% | Added |
| MMBG Investment Advisors Co. | 3,450 | $551.4K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,442 | $550.1K | 0.04% | +79+2.3% | Added |
| Waldron Private Wealth LLC | 3,410 | $545.0K | 0.02% | +31+0.9% | Added |
| Epiq Partners, LLC | 3,407 | $544.5K | 0.36% | −179−5.0% | Reduced |
| Symmetry Partners, LLC | 3,387 | $541.0K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,358 | $537.0K | 0.03% | −23−0.7% | Reduced |
| Lincoln National Corp | 3,359 | $536.8K | 0.01% | +1,095+48.4% | Added |
| Pensionmark Financial Group, LLC | 3,340 | $533.8K | 0.08% | −133−3.8% | Reduced |
| Hilltop Holdings Inc. | 3,272 | $522.9K | 0.06% | −785−19.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,267 | $522.1K | 0.02% | +365+12.6% | Added |
| Thrive Wealth Management, LLC | 3,263 | $521.5K | 0.11% | −1,192−26.8% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,251 | $519.6K | 0.64% | +180+5.9% | Added |
| Santori & Peters | 3,248 | $519.1K | 0.22% | −546−14.4% | Reduced |
| Matisse Capital | 3,248 | $519.1K | 0.25% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,236 | $517.2K | 0.11% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,224 | $515.3K | 0.12% | −991−23.5% | Reduced |
| MONECO Advisors, LLC | 3,223 | $515.1K | 0.08% | −45−1.4% | Reduced |
| Naples Global Advisors, LLC | 3,211 | $513.2K | 0.05% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $511.4K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,197 | $511.0K | 0.20% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,193 | $510.3K | 0.29% | +3,193 | New |
| Nixon Peabody Trust Co | 3,185 | $509.0K | 0.05% | +3,185 | New |
| Red Door Wealth Management, LLC | 3,179 | $508.1K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,177 | $507.7K | 0.02% | +228+7.7% | Added |
| Empower Advisory Group, LLC | 3,162 | $505.4K | 0.00% | −342−9.8% | Reduced |
| Waterloo Capital, L.P. | 3,136 | $501.2K | 0.06% | +807+34.7% | Added |
| Atlantic Trust, LLC | 3,125 | $499.4K | 0.13% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,121 | $498.8K | 0.13% | −90−2.8% | Reduced |
| Optas, LLC | 3,113 | $497.5K | 0.14% | +44+1.4% | Added |
| Pointe Capital Management LLC | 3,102 | $495.8K | 0.31% | −9−0.3% | Reduced |
| Twin City Private Wealth, LLC | 3,099 | $495.3K | 0.49% | +3,099 | New |
| Financial Counselors Inc | 3,090 | $493.8K | 0.01% | +139+4.7% | Added |
| Gsa Capital Partners LLP | 3,082 | $493.0K | 0.04% | +3,082 | New |
| Riverbridge Partners LLC | 3,080 | $492.2K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,075 | $491.4K | 0.18% | −63−2.0% | Reduced |
| Capital International Inc | 3,074 | $491.3K | 0.01% | +716+30.4% | Added |
| Wallace Advisory Group, LLC | 3,698 | $491.2K | 0.37% | −171−4.4% | Reduced |
| Forte Capital LLC | 3,047 | $487.0K | 0.06% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,012 | $481.4K | 0.13% | +12+0.4% | Added |
| Foster & Motley Inc | 3,010 | $481.0K | 0.03% | −444−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,002 | $479.8K | 0.03% | +1,096+57.5% | Added |
| Oak Harbor Wealth Partners, LLC | 2,979 | $476.1K | 0.15% | −169−5.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,975 | $475.0K | 0.05% | −15−0.5% | Reduced |
| Apeiron RIA LLC | 2,967 | $474.2K | 0.14% | −145−4.7% | Reduced |
| Capital International Sarl | 2,965 | $473.9K | 0.02% | +2,965 | New |
| Long Run Wealth Advisors, LLC | 2,943 | $470.4K | 0.12% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,941 | $470.0K | 0.17% | +577+24.4% | Added |
| Pegasus Partners Ltd. | 2,921 | $466.8K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,920 | $466.7K | 0.17% | +1,374+88.9% | Added |
| iA Global Asset Management Inc. | 2,918 | $466.0K | 0.01% | −495−14.5% | Reduced |
| Schmidt P J Investment Management Inc | 2,888 | $461.6K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,885 | $461.1K | 0.01% | −126−4.2% | Reduced |
| Stephenson National Bank & Trust | 2,883 | $460.8K | 0.16% | −889−23.6% | Reduced |
| Great Lakes Advisors, LLC | 2,882 | $460.6K | 0.00% | −96−3.2% | Reduced |
| Wambolt & Associates, LLC | 2,898 | $459.5K | 0.14% | −146−4.8% | Reduced |
| Fox Run Management, L.L.C. | 2,870 | $458.7K | 0.10% | +2,870 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,868 | $458.3K | 0.03% | +139+5.1% | Added |
| CRA Financial Services, LLC | 2,843 | $454.4K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,843 | $454.4K | 0.05% | +2,843 | New |
| Adviser Investments LLC | 2,836 | $453.3K | 0.01% | +237+9.1% | Added |
| Hengehold Capital Management LLC | 2,829 | $452.1K | 0.05% | +450+18.9% | Added |
| BSW Wealth Partners | 2,821 | $450.9K | 0.08% | +76+2.8% | Added |
| PDS Planning, Inc | 2,816 | $450.1K | 0.05% | +137+5.1% | Added |
| Greatmark Investment Partners, Inc. | 2,785 | $445.1K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,764 | $441.1K | 0.16% | +95+3.6% | Added |
| Colonial Trust Co | 2,741 | $438.0K | 0.08% | −40−1.4% | Reduced |
| PFG Investments, LLC | 2,734 | $436.9K | 0.03% | +414+17.8% | Added |
| Y.D. More Investments Ltd | 2,726 | $435.7K | 0.08% | −17−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,715 | $433.9K | 0.07% | +2,715 | New |
| Mesirow Financial Investment Management, Inc. | 2,708 | $432.8K | 0.01% | +2,708 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,659 | $425.0K | 0.05% | +59+2.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,652 | $423.8K | 0.10% | −574−17.8% | Reduced |
| Sandler Capital Management | 2,650 | $423.5K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,643 | $422.4K | 0.01% | −64−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,623 | $419.2K | 0.05% | −49−1.8% | Reduced |
| Private Trust Co NA | 2,610 | $417.1K | 0.05% | +44+1.7% | Added |
| Belpointe Asset Management LLC | 2,608 | $416.8K | 0.03% | +10.0% | Added |
| Trust Point Inc. | 2,603 | $416.0K | 0.03% | −23−0.9% | Reduced |
| Empirical Asset Management, LLC | 2,587 | $413.5K | 0.20% | +2,587 | New |
| Venture Visionary Partners LLC | 2,563 | $409.6K | 0.02% | +83+3.3% | Added |
| 17 Capital Partners, LLC | 2,562 | $409.5K | 0.30% | +2,562 | New |
| Brighton Jones LLC | 2,558 | $408.8K | 0.01% | +121+5.0% | Added |