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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 63 | $10.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $9.75K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $9.11K | 0.00% | +57 | New |
| Avion Wealth | 48 | $9.00K | 0.00% | +5+11.6% | Added |
| Carolinas Wealth Consulting LLC | 53 | $8.47K | 0.00% | +43+430.0% | Added |
| Activest Wealth Management | 51 | $8.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $8.13K | 0.01% | +8+18.6% | Added |
| Your Advocates Ltd., LLP | 50 | $7.99K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 44 | $7.03K | 0.01% | +44 | New |
| Bogart Wealth, LLC | 42 | $6.71K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $6.39K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 38 | $6.07K | 0.00% | +38 | New |
| Valley National Advisers Inc | 39 | $6.00K | 0.00% | +25+178.6% | Added |
| SJS Investment Consulting Inc. | 35 | $5.59K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $5.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $5.12K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $4.95K | 0.00% | −20−39.2% | Reduced |
| Quarry LP | 30 | $4.79K | 0.00% | −243−89.0% | Reduced |
| Macroview Investment Management LLC | 30 | $4.79K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $4.63K | 0.00% | −23−44.2% | Reduced |
| Trifecta Capital Advisors, LLC | 28 | $4.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $4.16K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $4.00K | 0.00% | +3+13.6% | Added |
| Westend Capital Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Planning Capital Management Corp | 24 | $3.84K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $3.22K | 0.00% | +20 | Added |
| Frank, Rimerman Advisors LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $2.40K | 0.00% | +15 | New |
| Pacific Capital Wealth Advisors, Inc | 14 | $2.24K | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.60K | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.34K | 0.00% | +9 | New |
| Quest Partners LLC | 8 | $1.28K | 0.00% | −13,304−99.9% | Reduced |
| NVWM, LLC | 7 | $1.12K | 0.00% | +7 | New |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $1.00K | 0.00% | +7 | New |
| Global Assets Advisory, LLC | 154,289 | $973 | 0.04% | +154,289 | New |
| Rosenberg Matthew Hamilton | 6 | $951 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $479 | 0.00% | −7−70.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $320 | 0.00% | +2 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $160 | 0.00% | −42,890−100.0% | Reduced |
| Junto Capital Management LP | 0 | $0 | 0.00% | −651,851−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −620,831−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −536,700−100.0% | Sold out |
| Sixth Street Partners Management Company, L.P. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −293,240−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −285,127−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −248,901−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −167,488−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −162,914−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −131,240−100.0% | Sold out |
| Stanley Capital Management, LLC | 0 | $0 | 0.00% | −121,559−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −97,614−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −85,543−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −62,074−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −51,705−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,349−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −37,893−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,317−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −29,949−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,179−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,080−100.0% | Sold out |
| Invera Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,029−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −21,880−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,414−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,832−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,707−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,938−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −13,104−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,519−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,809−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −9,756−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,553−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |