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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 1,518 | $242.6K | 0.07% | +1,425+1,532.3% | Added |
| Chemistry Wealth Management LLC | 1,511 | $241.5K | 0.07% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,500 | $240.0K | 0.01% | +1,500 | New |
| Nwam LLC | 1,508 | $239.5K | 0.02% | +1,508 | New |
| KCM Investment Advisors LLC | 1,495 | $238.9K | 0.01% | −53−3.4% | Reduced |
| Aspiriant, LLC | 1,492 | $238.5K | 0.01% | +1,492 | New |
| Versor Investments LP | 1,488 | $237.8K | 0.05% | −6,900−82.3% | Reduced |
| Valmark Advisers, Inc. | 1,483 | $237.0K | 0.00% | +1,483 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,474 | $235.6K | 0.21% | +1,474 | New |
| International Assets Investment Management, LLC | 1,483 | $235.2K | 0.02% | +1,483 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $234.5K | 0.06% | +1,467 | New |
| Bigelow Investment Advisors, LLC | 1,447 | $231.3K | 0.11% | +1,447 | New |
| Guardian Wealth Advisors, LLC | 1,444 | $230.8K | 0.03% | +1,444 | New |
| Summit Global Investments | 1,430 | $229.0K | 0.02% | −4,110−74.2% | Reduced |
| Coastal Investment Advisors, Inc. | 1,421 | $227.1K | 0.05% | +1,421 | New |
| First Foundation Advisors | 1,418 | $226.6K | 0.01% | −7−0.5% | Reduced |
| Mather Group, LLC. | 1,701 | $226.0K | 0.00% | −47−2.7% | Reduced |
| Vise Technologies, Inc. | 1,402 | $224.1K | 0.04% | +1,402 | New |
| Crewe Advisors LLC | 1,399 | $223.6K | 0.03% | +1,399 | New |
| Frazier Financial Advisors, LLC | 1,398 | $223.4K | 0.18% | +19+1.4% | Added |
| Phoenix Holdings Ltd. | 1,400 | $223.1K | 0.00% | +1,400 | New |
| Sheaff Brock Investment Advisors, LLC | 1,383 | $221.0K | 0.02% | +1,383 | New |
| Compagnie Lombard Odier SCmA | 1,380 | $220.6K | 0.00% | +380+38.0% | Added |
| Royal Fund Management, LLC | 1,380 | $220.6K | 0.03% | +1,380 | New |
| Ergawealth Advisors, Inc. | 1,378 | $220.2K | 0.12% | +1,378 | New |
| First Trust Investment Solutions L.P. | 1,376 | $219.9K | 0.04% | −164−10.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,374 | $219.6K | 0.10% | −5−0.4% | Reduced |
| Davy Global Fund Management Ltd | 1,369 | $218.8K | 0.02% | +1,369 | New |
| FinTrust Capital Advisors, LLC | 1,369 | $218.1K | 0.04% | −34−2.4% | Reduced |
| Chickasaw Capital Management LLC | 1,364 | $218.0K | 0.01% | +1,364 | New |
| Coppell Advisory Solutions Corp. | 1,363 | $217.8K | 0.04% | +1,363 | New |
| Virtue Capital Management, LLC | 1,428 | $217.6K | 0.04% | +1,428 | New |
| SFMG, LLC | 1,360 | $217.4K | 0.02% | +1,360 | New |
| SeaCrest Wealth Management, LLC | 1,358 | $217.0K | 0.03% | −209−13.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,473 | $216.4K | 0.13% | −22−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,351 | $215.9K | 0.02% | −10−0.7% | Reduced |
| Intrua Financial, LLC | 1,351 | $215.9K | 0.03% | +1,351 | New |
| Atlantic Union Bankshares Corp | 1,350 | $215.8K | 0.02% | +1,350 | New |
| City State Bank | 1,345 | $215.0K | 0.09% | −150−10.0% | Reduced |
| Silver Oak Securities, Inc | 1,343 | $214.6K | 0.03% | −2,321−63.3% | Reduced |
| Cidel Asset Management Inc | 1,342 | $214.5K | 0.02% | +1,342 | New |
| Seed Wealth Management, Inc. | 1,350 | $214.1K | 0.20% | +1,350 | New |
| 1858 Wealth Management, LLC | 1,606 | $213.3K | 0.20% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,328 | $212.2K | 0.02% | +1,328 | New |
| Osterweis Capital Management Inc | 1,318 | $210.6K | 0.01% | −105−7.4% | Reduced |
| Gryphon Financial Partners LLC | 1,314 | $210.0K | 0.03% | +1,314 | New |
| Wimmer Associates 1, LLC | 1,310 | $209.4K | 0.11% | +1,310 | New |
| Courier Capital LLC | 1,308 | $209.0K | 0.02% | +1,308 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,306 | $208.7K | 0.03% | −1,268−49.3% | Reduced |
| Fiera Capital Corp | 1,304 | $208.4K | 0.00% | −8,211−86.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,302 | $208.1K | 0.02% | +1,302 | New |
| NewEdge Wealth, LLC | 1,393 | $207.8K | 0.00% | +1,393 | New |
| Trillium Asset Management, LLC | 1,291 | $206.0K | 0.01% | +1,291 | New |
| Fortem Financial Group, LLC | 1,288 | $205.8K | 0.09% | +1,288 | New |
| Cobblestone Capital Advisors LLC | 1,284 | $205.2K | 0.01% | +1,284 | New |
| Fifth Third Wealth Advisors LLC | 1,280 | $204.6K | 0.03% | +1,280 | New |
| WMS Partners, LLC | 1,279 | $204.4K | 0.01% | +1,279 | New |
| Sandy Spring Bank | 1,269 | $202.8K | 0.01% | −42−3.2% | Reduced |
| Financial Partners Group, LLC | 1,264 | $202.0K | 0.08% | +1,264 | New |
| Financial Management Professionals, Inc. | 1,261 | $202.0K | 0.03% | −165−11.6% | Reduced |
| Hancock Whitney Corp | 1,259 | $201.2K | 0.01% | +1,259 | New |
| Wellspring Financial Advisors, LLC | 1,257 | $200.9K | 0.03% | +1,257 | New |
| Haverford Trust Co | 1,256 | $200.7K | 0.00% | +1,256 | New |
| AlTi Global, Inc. | 1,254 | $200.4K | 0.01% | +1,254 | New |
| Armistice Capital, LLC | 1,253 | $200.3K | 0.01% | +1,253 | New |
| Pinnacle Bancorp, Inc. | 1,226 | $195.9K | 0.06% | −526−30.0% | Reduced |
| Ofi Invest Asset Management | 1,319 | $195.2K | 0.01% | +1,319 | New |
| Quent Capital, LLC | 1,211 | $193.5K | 0.02% | +68+5.9% | Added |
| Security National Bank | 1,200 | $191.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $191.8K | 0.04% | +1,200 | New |
| Hazlett, Burt & Watson, Inc. | 1,178 | $189.0K | 0.11% | −200−14.5% | Reduced |
| JNBA Financial Advisors | 1,114 | $178.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,006 | $160.8K | 0.01% | −166−14.2% | Reduced |
| Atwood & Palmer Inc | 1,000 | $159.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $156.6K | 0.12% | +980 | New |
| Ronald Blue Trust, Inc. | 966 | $154.4K | 0.00% | −663−40.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 948 | $152.0K | 0.02% | −3,137−76.8% | Reduced |
| Evergreen Private Wealth LLC | 950 | $151.8K | 0.08% | −279−22.7% | Reduced |
| Zions Bancorporation, N.A. | 935 | $149.4K | 0.01% | +444+90.4% | Added |
| Continuum Advisory, LLC | 956 | $147.9K | 0.02% | −3,381−78.0% | Reduced |
| Cutler Group LP | 919 | $146.0K | 0.07% | −7,800−89.5% | Reduced |
| Trust Co of Vermont | 896 | $143.2K | 0.01% | −4−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $139.4K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 862 | $138.0K | 0.09% | +161+23.0% | Added |
| Evermay Wealth Management LLC | 859 | $137.3K | 0.02% | −23−2.6% | Reduced |
| BKM Wealth Management, LLC | 839 | $134.1K | 0.06% | +504+150.4% | Added |
| Tompkins Financial Corp | 817 | $130.6K | 0.01% | +35+4.5% | Added |
| Leonteq Securities AG | 806 | $128.8K | 0.02% | −1,095−57.6% | Reduced |
| Roble, Belko & Company, Inc | 800 | $128.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 797 | $127.4K | 0.10% | +797 | New |
| Arcadia Investment Management Corp | 781 | $124.8K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 778 | $124.3K | 0.01% | +56+7.8% | Added |
| WR Wealth Planners, LLC | 715 | $114.3K | 0.04% | +715 | New |
| WFA Asset Management Corp | 712 | $113.8K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $113.5K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $111.9K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 673 | $107.6K | 0.00% | −1,962−74.5% | Reduced |
| State of Wyoming | 663 | $106.0K | 0.02% | −992−59.9% | Reduced |
| Eagle Bay Advisors LLC | 656 | $104.8K | 0.07% | +79+13.7% | Added |
| Global Trust Asset Management, LLC | 606 | $96.9K | 0.04% | 00.0% | Unchanged |