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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 600 | $96.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $95.9K | 0.02% | −601−50.0% | Reduced |
| MV Capital Management, Inc. | 591 | $94.5K | 0.01% | −1−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $91.1K | 0.04% | +140+32.6% | Added |
| AllSquare Wealth Management LLC | 555 | $88.7K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $86.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 536 | $85.7K | 0.02% | +200+59.5% | Added |
| Mendota Financial Group, LLC | 516 | $82.5K | 0.05% | −146−22.1% | Reduced |
| GHP Investment Advisors, Inc. | 507 | $81.0K | 0.00% | −77−13.2% | Reduced |
| RFP Financial Group LLC | 504 | $80.5K | 0.03% | +82+19.4% | Added |
| Investors Research Corp | 454 | $72.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $72.6K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 447 | $71.4K | 0.06% | −54−10.8% | Reduced |
| Laurel Wealth Advisors LLC | 440 | $70.3K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 428 | $68.4K | 0.02% | −143−25.0% | Reduced |
| Hoese & Co LLP | 448 | $66.9K | 0.06% | −60−11.8% | Reduced |
| Bruce G. Allen Investments, LLC | 417 | $66.6K | 0.05% | −9−2.1% | Reduced |
| Operose Advisors LLC | 406 | $64.9K | 0.02% | −88−17.8% | Reduced |
| Cambridge Trust Co | 402 | $64.2K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 402 | $64.2K | 0.02% | +402 | New |
| Broadwater Capital Management LLC | 400 | $63.9K | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 397 | $63.4K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $63.1K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 392 | $63.0K | 0.00% | +77+24.4% | Added |
| Ancora Advisors, LLC | 392 | $62.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $61.9K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $61.5K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 375 | $59.9K | 0.01% | +31+9.0% | Added |
| Westside Investment Management, Inc. | 351 | $56.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 349 | $55.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 343 | $55.0K | 0.01% | +10+3.0% | Added |
| West Paces Advisors Inc. | 334 | $53.4K | 0.01% | −16−4.6% | Reduced |
| Davis Capital Management | 330 | $52.3K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 315 | $50.3K | 0.03% | +315 | New |
| IAG Wealth Partners, LLC | 305 | $48.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 301 | $48.1K | 0.01% | +301 | New |
| Plante Moran Financial Advisors, LLC | 300 | $47.9K | 0.01% | +285+1,900.0% | Added |
| Bell Investment Advisors, Inc | 294 | $47.0K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 291 | $46.5K | 0.05% | +291 | New |
| Hallmark Capital Management Inc | 285 | $45.5K | 0.00% | −350−55.1% | Reduced |
| Versant Capital Management, Inc | 283 | $45.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 272 | $43.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 243 | $38.8K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 240 | $38.4K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $38.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 236 | $37.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $37.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 231 | $36.9K | 0.05% | +231 | New |
| Private Wealth Management Group, LLC | 223 | $35.6K | 0.02% | −3−1.3% | Reduced |
| Clear Point Advisors Inc. | 220 | $35.2K | 0.03% | +36+19.6% | Added |
| Fortitude Family Office, LLC | 208 | $33.2K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 207 | $33.0K | 0.00% | +2+1.0% | Added |
| RE Dickinson Investment Advisors, LLC | 204 | $33.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $32.0K | 0.02% | +200 | New |
| Halpern Financial, Inc. | 202 | $31.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $30.8K | 0.01% | −1,874−90.7% | Reduced |
| Sittner & Nelson, LLC | 192 | $30.7K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 190 | $30.4K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 179 | $28.6K | 0.00% | −59−24.8% | Reduced |
| Institutional & Family Asset Management, LLC | 176 | $28.1K | 0.00% | +6+3.5% | Added |
| Wellington Shields & Co., LLC | 157 | $25.1K | 0.01% | +157 | New |
| Beacon Capital Management, LLC | 156 | $24.9K | 0.01% | +29+22.8% | Added |
| Boyd Watterson Asset Management LLC | 149 | $23.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 144 | $23.0K | 0.00% | −21−12.7% | Reduced |
| Hoey Investments, Inc | 137 | $21.9K | 0.00% | −17−11.0% | Reduced |
| CNB Bank | 137 | $21.9K | 0.01% | +81+144.6% | Added |
| Grove Bank & Trust | 134 | $21.4K | 0.00% | −50−27.2% | Reduced |
| Cedar Mountain Advisors, LLC | 134 | $21.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 134 | $21.4K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 133 | $21.3K | 0.01% | +133 | New |
| TSFG, LLC | 126 | $20.0K | 0.01% | +72+133.3% | Added |
| Benjamin Edwards Inc | 126 | $20.0K | 0.00% | +126 | New |
| Abound Wealth Management | 123 | $19.7K | 0.01% | +4+3.4% | Added |
| West Branch Capital LLC | 120 | $19.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 119 | $19.0K | 0.00% | +119 | New |
| Main Street Group, LTD | 118 | $18.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 112 | $17.9K | 0.00% | +2+1.8% | Added |
| ORG Partners LLC | 106 | $16.8K | 0.03% | −2,576−96.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $16.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 100 | $16.0K | 0.00% | +100 | New |
| Pineridge Advisors LLC | 98 | $15.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 93 | $14.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $14.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $14.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 80 | $13.0K | 0.00% | +80 | New |
| Tortoise Investment Management, LLC | 80 | $12.8K | 0.00% | +32+66.7% | Added |
| Breakwater Investment Management | 80 | $12.8K | 0.01% | +80 | New |
| Creative Financial Designs Inc | 75 | $12.0K | 0.00% | +75 | New |
| Arlington Trust Co LLC | 73 | $11.7K | 0.00% | −52−41.6% | Reduced |
| Retirement Group, LLC | 73 | $11.7K | 0.00% | +41+128.1% | Added |
| Sachetta, LLC | 82 | $10.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $10.9K | 0.01% | −5−6.8% | Reduced |
| REAP Financial Group, LLC | 68 | $10.8K | 0.00% | +5+7.9% | Added |
| Red Tortoise LLC | 67 | $10.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 64 | $10.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $10.1K | 0.01% | −6−8.7% | Reduced |