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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 1,984 | $317.1K | 0.15% | −128−6.1% | Reduced |
| West Family Investments, Inc. | 1,982 | $316.8K | 0.10% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,980 | $316.4K | 0.07% | +25+1.3% | Added |
| Edgestream Partners, L.P. | 1,969 | $314.7K | 0.02% | −2,394−54.9% | Reduced |
| Summit Financial, LLC | 1,968 | $314.5K | 0.02% | −44−2.2% | Reduced |
| American Money Management, LLC | 1,963 | $313.7K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 1,950 | $311.6K | 0.10% | −21−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 1,949 | $311.4K | 0.02% | +348+21.7% | Added |
| Spectrum Investment Advisors, Inc. | 1,943 | $310.5K | 0.23% | 00.0% | Unchanged |
| Allstate Corp | 1,924 | $307.5K | 0.02% | −103−5.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,921 | $306.9K | 0.06% | +138+7.7% | Added |
| WoodTrust Financial Corp | 1,908 | $305.0K | 0.05% | +306+19.1% | Added |
| Perkins Coie Trust Co | 1,901 | $303.8K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Services | 1,899 | $303.5K | 0.13% | −42−2.2% | Reduced |
| CWA Asset Management Group, LLC | 1,896 | $303.0K | 0.02% | +1,896 | New |
| Goldstein Advisors, LLC | 1,886 | $301.4K | 0.05% | −1−0.1% | Reduced |
| CKW Financial Group | 1,900 | $301.0K | 0.04% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,874 | $299.5K | 0.08% | +1,874 | New |
| Tobam | 1,864 | $298.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,861 | $297.4K | 0.03% | −4−0.2% | Reduced |
| Palogic Value Management, L.P. | 1,858 | $296.9K | 0.13% | +16+0.9% | Added |
| Berry Wealth Group, LP | 1,830 | $292.5K | 0.24% | −822−31.0% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $292.5K | 0.04% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,830 | $292.5K | 0.20% | +1,830 | New |
| Dearborn Partners LLC | 1,824 | $291.5K | 0.01% | −721−28.3% | Reduced |
| Norris Perne & French LLP | 1,818 | $290.6K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,816 | $290.2K | 0.01% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,900 | $289.6K | 0.20% | +1,900 | New |
| First Manhattan Co | 1,810 | $289.3K | 0.00% | −290−13.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,808 | $289.0K | 0.12% | −728−28.7% | Reduced |
| Gateway Investment Advisers LLC | 1,808 | $289.0K | 0.00% | −139−7.1% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $288.8K | 0.14% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,798 | $287.4K | 0.06% | +167+10.2% | Added |
| Fisher Asset Management, LLC | 1,796 | $287.1K | 0.00% | −435−19.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,779 | $284.3K | 0.00% | +1,779 | New |
| Cutter & CO Brokerage, Inc. | 1,778 | $284.2K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,770 | $282.9K | 0.20% | −22−1.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,769 | $282.7K | 0.03% | +530+42.8% | Added |
| Catalina Capital Group, LLC | 1,766 | $282.2K | 0.12% | +1,766 | New |
| LCNB Corp | 1,760 | $281.3K | 0.10% | −170−8.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,757 | $280.8K | 0.20% | −305−14.8% | Reduced |
| Independence Bank of Kentucky | 1,756 | $280.6K | 0.08% | −330−15.8% | Reduced |
| Tranquilli Financial Advisor LLC | 1,754 | $280.3K | 0.19% | +1,754 | New |
| Aaron Wealth Advisors | 1,751 | $279.8K | 0.04% | +1,751 | New |
| Power Wealth Management LLC | 1,748 | $279.4K | 0.18% | −739−29.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,741 | $278.2K | 0.02% | −109−5.9% | Reduced |
| Monterey Private Wealth, Inc. | 1,740 | $278.1K | 0.11% | +7+0.4% | Added |
| Schnieders Capital Management LLC | 1,722 | $275.2K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,720 | $274.9K | 0.04% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,717 | $274.0K | 0.01% | −851−33.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,717 | $274.0K | 0.10% | −23−1.3% | Reduced |
| Harbour Trust & Investment Management Co | 1,714 | $273.9K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,710 | $273.3K | 0.16% | +10+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 1,704 | $272.3K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,701 | $271.9K | 0.06% | +1,701 | New |
| Union Savings Bank | 1,700 | $271.7K | 0.14% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,680 | $268.5K | 0.05% | +4+0.2% | Added |
| Trust Co of Toledo NA | 1,679 | $268.3K | 0.04% | −670−28.5% | Reduced |
| Boomfish Wealth Group, LLC | 1,678 | $268.2K | 0.18% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,675 | $267.7K | 0.24% | 00.0% | Unchanged |
| Rockland Trust Co | 1,672 | $267.2K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,668 | $266.6K | 0.15% | +1,668 | New |
| Seeds Investor LLC | 1,658 | $265.0K | 0.24% | +1,658 | New |
| Latitude Advisors, LLC | 1,641 | $262.2K | 0.16% | +114+7.5% | Added |
| Fairfield, Bush & Co. | 1,640 | $262.1K | 0.16% | −825−33.5% | Reduced |
| Stonegate Investment Group, LLC | 1,640 | $262.1K | 0.01% | +60+3.8% | Added |
| Phillips Wealth Planners LLC | 1,787 | $261.6K | 0.30% | +249+16.2% | Added |
| ICA Group Wealth Management, LLC | 1,636 | $261.5K | 0.05% | +180+12.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,632 | $260.8K | 0.10% | +32+2.0% | Added |
| Old Second National Bank of Aurora | 1,631 | $260.7K | 0.07% | −39−2.3% | Reduced |
| Hourglass Capital, LLC | 1,618 | $258.6K | 0.08% | +1,618 | New |
| Centaurus Financial, Inc. | 1,617 | $258.0K | 0.02% | +227+16.3% | Added |
| O'Dell Group, LLC | 1,608 | $257.0K | 0.06% | 00.0% | Unchanged |
| 25 LLC | 1,608 | $257.0K | 0.13% | 00.0% | Unchanged |
| Winton Group Ltd | 1,607 | $256.8K | 0.02% | +1,607 | New |
| Cape Cod Five Cents Savings Bank | 1,607 | $256.8K | 0.02% | −584−26.7% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,605 | $256.5K | 0.08% | +1,605 | New |
| Prospera Financial Services Inc | 1,605 | $256.5K | 0.01% | +1,605 | New |
| West Bancorporation Inc | 1,602 | $256.0K | 0.17% | +1,602 | New |
| Vision Capital Management, Inc. | 1,602 | $256.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $255.7K | 0.13% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $255.7K | 0.11% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 1,600 | $255.7K | 0.23% | +1,600 | New |
| Washington Trust Advisors, Inc. | 1,590 | $254.1K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,588 | $253.8K | 0.01% | +1,588 | New |
| Meeder Asset Management Inc | 1,578 | $252.2K | 0.02% | −2,769−63.7% | Reduced |
| Verus Capital Partners, LLC | 1,576 | $251.9K | 0.03% | +37+2.4% | Added |
| Gilliland Jeter Wealth Management LLC | 1,571 | $251.1K | 0.09% | −1,205−43.4% | Reduced |
| De Burlo Group Inc | 1,563 | $249.8K | 0.03% | −500−24.2% | Reduced |
| Girard Partners Ltd. | 1,562 | $249.6K | 0.02% | +1,562 | New |
| Isthmus Partners, LLC | 1,558 | $249.0K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,544 | $246.8K | 0.06% | +1,544 | New |
| McAdam, LLC | 1,541 | $246.3K | 0.02% | +1,541 | New |
| Bellevue Asset Management, LLC | 1,540 | $246.1K | 0.14% | 00.0% | Unchanged |
| Onefund, LLC | 1,545 | $245.0K | 0.29% | −41−2.6% | Reduced |
| Concord Wealth Partners | 1,532 | $244.8K | 0.04% | +348+29.4% | Added |
| First Bank & Trust | 1,532 | $244.8K | 0.05% | +1,532 | New |
| Castleview Partners, LLC | 1,529 | $244.4K | 0.14% | +416+37.4% | Added |
| Chicago Partners Investment Group LLC | 1,570 | $244.0K | 0.01% | −449−22.2% | Reduced |
| Advanced Asset Management Advisors Inc | 1,525 | $243.7K | 0.06% | −155−9.2% | Reduced |