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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 2,555 | $408.3K | 0.28% | −12−0.5% | Reduced |
| FDx Advisors, Inc. | 2,554 | $408.0K | 0.06% | +122+5.0% | Added |
| Trueblood Wealth Management, LLC | 2,547 | $407.1K | 0.23% | +458+21.9% | Added |
| Carnegie Capital Asset Management, LLC | 2,544 | $406.6K | 0.01% | −67−2.6% | Reduced |
| CVA Family Office, LLC | 2,543 | $406.4K | 0.07% | +3+0.1% | Added |
| Invesco, LLC | 2,535 | $405.1K | 0.17% | −657−20.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $402.1K | 0.06% | −10.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $399.6K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,496 | $398.9K | 0.03% | +134+5.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,495 | $398.8K | 0.09% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,493 | $398.5K | 0.04% | +7+0.3% | Added |
| Raleigh Capital Management Inc. | 2,471 | $394.9K | 0.17% | −186−7.0% | Reduced |
| Norwood Financial Corp | 2,455 | $392.4K | 0.57% | −170−6.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,445 | $390.8K | 0.02% | −10−0.4% | Reduced |
| One Wealth Advisors, LLC | 2,445 | $390.8K | 0.07% | +184+8.1% | Added |
| Janney Capital Management LLC | 2,440 | $390.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,639 | $388.2K | 0.10% | −13−0.5% | Reduced |
| Csenge Advisory Group | 2,428 | $388.0K | 0.02% | −108−4.3% | Reduced |
| Sax Wealth Advisors, LLC | 2,424 | $387.5K | 0.05% | +125+5.4% | Added |
| Maven Securities LTD | 2,421 | $386.9K | 0.02% | +2,421 | New |
| Vista Wealth Management Group, LLC | 2,420 | $386.8K | 0.03% | −44−1.8% | Reduced |
| Old National Bancorp | 2,413 | $385.6K | 0.01% | −1,982−45.1% | Reduced |
| Peterson Wealth Services | 2,412 | $385.5K | 0.14% | −6−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,401 | $383.7K | 0.00% | +302+14.4% | Added |
| Meyer Handelman Co | 2,400 | $383.6K | 0.01% | −228−8.7% | Reduced |
| Corundum Group, Inc. | 2,400 | $383.6K | 0.18% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,395 | $383.0K | 0.02% | −50−2.0% | Reduced |
| Avitas Wealth Management LLC | 2,389 | $381.8K | 0.06% | −25−1.0% | Reduced |
| Angeles Wealth Management, LLC | 2,383 | $380.9K | 0.04% | +436+22.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $379.7K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,375 | $379.6K | 0.04% | +244+11.5% | Added |
| Everhart Financial Group, Inc. | 2,370 | $378.8K | 0.11% | +401+20.4% | Added |
| Perigon Wealth Management, LLC | 2,369 | $378.6K | 0.01% | +469+24.7% | Added |
| Childress Capital Advisors, LLC | 2,354 | $376.2K | 0.11% | −79−3.2% | Reduced |
| Horan Securities, Inc. | 2,332 | $372.7K | 0.18% | +16+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,329 | $372.2K | 0.15% | −349−13.0% | Reduced |
| Premier Path Wealth Partners, LLC | 2,327 | $371.8K | 0.07% | +38+1.7% | Added |
| Dogwood Wealth Management LLC | 2,314 | $369.9K | 0.25% | +80+3.6% | Added |
| Fosun International Ltd | 2,313 | $369.7K | 0.12% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $368.8K | 0.11% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,300 | $367.6K | 0.04% | −25−1.1% | Reduced |
| Cascade Financial Partners, LLC | 2,428 | $367.1K | 0.05% | +2,428 | New |
| West Coast Financial LLC | 2,292 | $366.3K | 0.04% | 00.0% | Unchanged |
| Sienna Gestion | 2,290 | $366.0K | 0.03% | +2,290 | New |
| Regent Peak Wealth Advisors LLC | 2,284 | $365.0K | 0.09% | −9−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,286 | $365.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,275 | $363.6K | 0.05% | +48+2.2% | Added |
| RMR Wealth Builders | 2,274 | $363.4K | 0.04% | +2,274 | New |
| Andina Capital Management, LLC | 2,272 | $363.1K | 0.28% | +2,272 | New |
| Enterprise Financial Services Corp | 2,256 | $360.6K | 0.22% | −510−18.4% | Reduced |
| IHT Wealth Management, LLC | 2,249 | $359.4K | 0.01% | +112+5.2% | Added |
| Ci Investments Inc. | 2,245 | $359.0K | 0.00% | +519+30.1% | Added |
| Cooper Financial Group | 2,243 | $358.5K | 0.06% | +67+3.1% | Added |
| Headlands Technologies LLC | 2,241 | $358.2K | 0.09% | +1,608+254.0% | Added |
| Proficio Capital Partners LLC | 2,234 | $357.0K | 0.04% | +175+8.5% | Added |
| Fairhaven Wealth Management, LLC | 2,224 | $355.4K | 0.12% | −7−0.3% | Reduced |
| Greenwich Investment Management, Inc. | 2,223 | $355.0K | 0.28% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,205 | $352.4K | 0.32% | +292+15.3% | Added |
| Relative Value Partners Group, LLC | 2,476 | $351.3K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,198 | $351.3K | 0.06% | +72+3.4% | Added |
| Dechtman Wealth Management, LLC | 2,188 | $349.7K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,182 | $348.7K | 0.03% | +2,182 | New |
| Congress Wealth Management LLC | 2,165 | $346.1K | 0.01% | −620−22.3% | Reduced |
| Commerzbank Aktiengesellschaft | 2,148 | $344.0K | 0.01% | +2,148 | New |
| Paradigm Asset Management Co LLC | 2,150 | $343.6K | 0.09% | −750−25.9% | Reduced |
| Oxford Financial Group Ltd | 2,140 | $342.0K | 0.02% | −3,210−60.0% | Reduced |
| Essex Financial Services, Inc. | 2,132 | $340.7K | 0.03% | +214+11.2% | Added |
| Grey Street Capital, LLC | 2,132 | $340.7K | 0.05% | +2,132 | New |
| CoreCap Advisors, LLC | 2,128 | $340.1K | 0.02% | +225+11.8% | Added |
| Aveo Capital Partners, LLC | 2,271 | $338.9K | 0.04% | −57−2.4% | Reduced |
| Keudell/Morrison Wealth Management | 2,118 | $338.5K | 0.10% | +2+0.1% | Added |
| Strategic Blueprint, LLC | 2,112 | $337.5K | 0.02% | +199+10.4% | Added |
| Cowa, LLC | 2,109 | $337.1K | 0.20% | −1,076−33.8% | Reduced |
| Woodmont Investment Counsel LLC | 2,104 | $336.3K | 0.03% | +2,104 | New |
| Cassaday & Co Wealth Management LLC | 2,101 | $335.8K | 0.01% | +2,101 | New |
| Uncommon Cents Investing LLC | 2,100 | $335.6K | 0.10% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,100 | $335.5K | 0.17% | +2,100 | New |
| Excalibur Management Corp | 2,094 | $334.7K | 0.14% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,092 | $334.3K | 0.04% | −231−9.9% | Reduced |
| L2 Asset Management, LLC | 2,089 | $333.9K | 0.11% | +122+6.2% | Added |
| Banque Cantonale Vaudoise | 2,084 | $333.0K | 0.01% | −5,390−72.1% | Reduced |
| Claro Advisors LLC | 2,076 | $331.8K | 0.06% | +92+4.6% | Added |
| Cypress Capital Group | 2,069 | $330.7K | 0.04% | +53+2.6% | Added |
| Physicians Financial Services, Inc. | 2,065 | $330.0K | 0.12% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,062 | $329.5K | 0.15% | +19+0.9% | Added |
| Farther Finance Advisors, LLC | 2,075 | $329.0K | 0.02% | +836+67.5% | Added |
| Canandaigua National Bank & Trust Co | 2,028 | $324.1K | 0.05% | −105−4.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,021 | $323.0K | 0.00% | +979+94.0% | Added |
| Western Wealth Management, LLC | 2,017 | $322.4K | 0.03% | +21+1.1% | Added |
| Proequities, Inc. | 2,017 | $322.4K | 0.02% | +524+35.1% | Added |
| Kaizen Financial Strategies | 2,016 | $322.2K | 0.22% | −115−5.4% | Reduced |
| Arden Trust Co | 2,012 | $321.6K | 0.04% | −40−1.9% | Reduced |
| H&H Retirement Design & Management INC | 2,156 | $320.8K | 0.21% | +2,156 | New |
| Boston Mountain Money Management Inc | 2,006 | $320.6K | 0.22% | +2,006 | New |
| Boit C F David | 2,150 | $320.0K | 0.17% | +300+16.2% | Added |
| Castleark Management LLC | 2,000 | $319.6K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $319.6K | 0.06% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,998 | $319.3K | 0.17% | −117−5.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,992 | $318.3K | 0.01% | +1,992 | New |
| Delap Wealth Advisory, LLC | 1,990 | $318.0K | 0.13% | +1,990 | New |