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 |
|---|---|---|---|---|---|
| Cornerstone Capital, Inc. | 123,073 | $19.7M | 2.02% | −10,194−7.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 121,765 | $19.5M | 1.33% | −632−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 121,266 | $19.4M | 0.56% | +85,920+243.1% | Added |
| CIBC Asset Management Inc | 120,654 | $19.3M | 0.07% | +3,720+3.2% | Added |
| LS Investment Advisors, LLC | 120,100 | $19.2M | 3.05% | −7,682−6.0% | Reduced |
| RSM US Wealth Management LLC | 118,144 | $18.9M | 0.48% | −429−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,034 | $18.8M | 0.09% | −2,411−2.0% | Reduced |
| Palisade Capital Management LLC | 116,806 | $18.7M | 0.49% | +3,252+2.9% | Added |
| ProShare Advisors LLC | 116,271 | $18.6M | 0.05% | −7,646−6.2% | Reduced |
| Covington Investment Advisors Inc. | 114,467 | $18.3M | 2.98% | +7,105+6.6% | Added |
| Commonwealth Equity Services, LLC | 113,947 | $18.2M | 0.03% | +4,391+4.0% | Added |
| Zacks Investment Management | 112,739 | $18.0M | 0.19% | +8,495+8.1% | Added |
| VeriStar Capital Management LP | 111,700 | $17.9M | 9.37% | +89,000+392.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 111,283 | $17.8M | 0.20% | +1,000+0.9% | Added |
| Fifth Third Bancorp | 111,077 | $17.8M | 0.07% | −2,656−2.3% | Reduced |
| Mediolanum International Funds Ltd | 111,183 | $17.7M | 0.29% | +111,183 | New |
| Hunter Perkins Capital Management, LLC | 108,495 | $17.3M | 3.55% | −8,125−7.0% | Reduced |
| Xponance, Inc. | 107,004 | $17.1M | 0.18% | +4,064+3.9% | Added |
| Punch & Associates Investment Management, Inc. | 106,898 | $17.1M | 0.97% | +2,227+2.1% | Added |
| APG Asset Management N.V. | 115,293 | $17.1M | 0.03% | +2,100+1.9% | Added |
| WS Portfolio Advisory, LLC | 106,600 | $17.0M | 3.01% | 00.0% | Unchanged |
| Czech National Bank | 105,603 | $16.9M | 0.22% | +460+0.4% | Added |
| Soditic Asset Management LLP | 104,961 | $16.8M | 19.87% | −99,460−48.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 104,486 | $16.7M | 0.47% | +1,236+1.2% | Added |
| Brant Point Investment Management LLC | 104,095 | $16.6M | 3.71% | −3,881−3.6% | Reduced |
| Utah Retirement Systems | 103,660 | $16.6M | 0.19% | −100−0.1% | Reduced |
| Walleye Capital LLC | 102,496 | $16.4M | 0.18% | −29,390−22.3% | Reduced |
| USS Investment Management Ltd | 101,873 | $16.3M | 0.13% | +5,109+5.3% | Added |
| Stansberry Asset Management, LLC | 101,287 | $16.2M | 2.18% | −17,038−14.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 101,032 | $16.1M | 3.67% | −3,635−3.5% | Reduced |
| Vestor Capital, LLC | 99,974 | $16.0M | 1.35% | +3,685+3.8% | Added |
| Cetera Investment Advisers | 99,035 | $15.8M | 0.04% | +61,480+163.7% | Added |
| Degroof Petercam Asset Management | 98,300 | $15.7M | 0.19% | +1,500+1.5% | Added |
| Busey Wealth Management | 98,128 | $15.7M | 0.56% | +170.0% | Added |
| Broderick Brian C | 97,582 | $15.6M | 3.33% | +7,221+8.0% | Added |
| CCM Investment Advisers LLC | 96,234 | $15.4M | 1.84% | −7,324−7.1% | Reduced |
| Engle Capital Management, L.P. | 96,000 | $15.3M | 4.28% | −12,000−11.1% | Reduced |
| Agf Management Ltd | 95,506 | $15.3M | 0.08% | +1,246+1.3% | Added |
| Foyston, Gordon, & Payne Inc | 93,926 | $15.0M | 3.62% | −3,397−3.5% | Reduced |
| DnB Asset Management AS | 93,801 | $15.0M | 0.08% | −24,314−20.6% | Reduced |
| LSV Asset Management | 90,800 | $14.5M | 0.03% | −300−0.3% | Reduced |
| New York Life Investment Management LLC | 90,744 | $14.5M | 0.14% | −3,145−3.3% | Reduced |
| Gotham Asset Management, LLC | 89,994 | $14.4M | 0.22% | +8,891+11.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,374 | $14.3M | 1.15% | 00.0% | Unchanged |
| Ethic Inc. | 88,698 | $14.2M | 0.36% | +9,782+12.4% | Added |
| Hunter Associates Investment Management LLC | 88,019 | $14.1M | 2.37% | +951+1.1% | Added |
| Logan Capital Management Inc | 87,057 | $13.9M | 0.60% | −767−0.9% | Reduced |
| Baldwin Brothers Inc | 86,982 | $13.9M | 1.05% | −759−0.9% | Reduced |
| Bell Asset Management Ltd | 86,528 | $13.8M | 2.03% | −364−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 85,419 | $13.7M | 0.06% | −616,620−87.8% | Reduced |
| Redwood Grove Capital, LLC | 85,338 | $13.6M | 4.25% | +4,840+6.0% | Added |
| GAM Holding AG | 85,265 | $13.6M | 0.99% | −3,889−4.4% | Reduced |
| Puzo Michael J | 85,189 | $13.6M | 3.77% | +5,003+6.2% | Added |
| Rockefeller Capital Management L.P. | 84,856 | $13.6M | 0.04% | −26,670−23.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,332 | $13.5M | 2.58% | +104+0.1% | Added |
| Farmers & Merchants Investments Inc | 83,409 | $13.3M | 0.45% | −250−0.3% | Reduced |
| Hudson Bay Capital Management LP | 82,999 | $13.3M | 0.12% | +82,999 | New |
| Kidder Stephen W | 82,245 | $13.1M | 4.19% | −6,794−7.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 82,143 | $13.1M | 0.14% | +31,689+62.8% | Added |
| Shelton Capital Management | 81,759 | $13.1M | 0.37% | −8,303−9.2% | Reduced |
| Choate Investment Advisors | 81,441 | $13.0M | 0.35% | +36,347+80.6% | Added |
| FineMark National Bank & Trust | 80,940 | $12.9M | 0.48% | +23,333+40.5% | Added |
| Advisor Group Holdings, Inc. | 80,368 | $12.8M | 0.03% | −92,327−53.5% | Reduced |
| King Luther Capital Management Corp | 79,585 | $12.7M | 0.06% | +76,530+2,505.1% | Added |
| Running Oak Capital LLC | 79,374 | $12.7M | 2.03% | +5,173+7.0% | Added |
| Yousif Capital Management, LLC | 79,202 | $12.7M | 0.14% | −1,706−2.1% | Reduced |
| Venturi Wealth Management, LLC | 78,797 | $12.6M | 0.81% | +923+1.2% | Added |
| Mutual of America Capital Management LLC | 78,691 | $12.6M | 0.14% | −1,593−2.0% | Reduced |
| Landscape Capital Management, L.L.C. | 77,564 | $12.4M | 1.08% | +77,564 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,257 | $12.3M | 0.15% | +17,931+30.2% | Added |
| Bailard, Inc. | 76,903 | $12.3M | 0.34% | −211−0.3% | Reduced |
| Romano Brothers and Company | 75,902 | $12.1M | 1.66% | −670−0.9% | Reduced |
| Perennial Advisors, LLC | 75,560 | $12.1M | 2.81% | −2,160−2.8% | Reduced |
| Daiwa Securities Group Inc. | 75,431 | $12.1M | 0.07% | +3,691+5.1% | Added |
| State of Alaska, Department of Revenue | 74,873 | $12.0M | 0.14% | +300+0.4% | Added |
| Bellecapital International Ltd. | 74,169 | $11.9M | 2.62% | −1,210−1.6% | Reduced |
| Prio Wealth Limited Partnership | 73,958 | $11.8M | 0.34% | −840−1.1% | Reduced |
| American National Bank | 73,692 | $11.8M | 1.56% | +2,015+2.8% | Added |
| Bragg Financial Advisors, Inc | 73,002 | $11.7M | 0.52% | +665+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,818 | $11.6M | 0.03% | +824+1.1% | Added |
| Legacy Private Trust Co. | 72,543 | $11.6M | 0.85% | −5,535−7.1% | Reduced |
| Pathstone Holdings, LLC | 71,160 | $11.4M | 0.05% | +4,979+7.5% | Added |
| Great Valley Advisor Group, Inc. | 70,570 | $11.3M | 0.34% | +7,395+11.7% | Added |
| Woodstock Corp | 69,969 | $11.2M | 1.16% | +300+0.4% | Added |
| Nissay Asset Management Corp | 69,769 | $11.2M | 0.08% | −1,705−2.4% | Reduced |
| Headinvest, LLC | 69,317 | $11.1M | 2.16% | −1,535−2.2% | Reduced |
| Webster Bank, N. A. | 68,870 | $11.0M | 1.23% | −1,835−2.6% | Reduced |
| Swiss Life Asset Management Ltd | 68,742 | $11.0M | 0.15% | −68,713−50.0% | Reduced |
| Bahl & Gaynor Inc | 68,705 | $11.0M | 0.06% | −2,125−3.0% | Reduced |
| HighTower Advisors, LLC | 68,077 | $10.9M | 0.02% | −95,513−58.4% | Reduced |
| Addenda Capital Inc. | 67,208 | $10.7M | 0.41% | −3,350−4.7% | Reduced |
| First Hawaiian Bank | 67,103 | $10.7M | 0.33% | −2,638−3.8% | Reduced |
| Steamboat Capital Partners, LLC | 67,033 | $10.7M | 3.69% | +1,115+1.7% | Added |
| Pinnacle Financial Partners Inc | 66,914 | $10.7M | 0.23% | +294+0.4% | Added |
| Marshall Wace, LLP | 66,659 | $10.7M | 0.02% | −845,686−92.7% | Reduced |
| Synovus Financial Corp | 65,713 | $10.5M | 0.14% | +2,628+4.2% | Added |
| Credit Agricole S A | 71,416 | $10.5M | 0.18% | +19,467+37.5% | Added |
| Peapack Gladstone Financial Corp | 64,832 | $10.4M | 0.16% | +217+0.3% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $10.3M | 4.65% | −26,483−29.1% | Reduced |
| Janney Montgomery Scott LLC | 63,865 | $10.2M | 0.03% | +3,666+6.1% | Added |