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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 63,738 | $10.2M | 0.04% | +4,703+8.0% | Added |
| Live Oak Private Wealth LLC | 63,669 | $10.2M | 1.76% | −160−0.3% | Reduced |
| Hound Partners, LLC | 63,627 | $10.2M | 3.03% | +63,627 | New |
| M&G Plc | 62,922 | $10.1M | 0.06% | +62,922 | New |
| Core Alternative Capital | 62,673 | $10.0M | 1.79% | −13,744−18.0% | Reduced |
| PGGM Investments | 62,359 | $9.97M | 0.14% | +12,838+25.9% | Added |
| Papp L Roy & Associates | 61,827 | $9.88M | 1.18% | −2,055−3.2% | Reduced |
| Walleye Trading LLC | 61,437 | $9.82M | 0.16% | −74,909−54.9% | Reduced |
| Resources Investment Advisors, LLC. | 61,318 | $9.80M | 0.15% | +9,079+17.4% | Added |
| Chesley Taft & Associates LLC | 60,907 | $9.73M | 0.50% | +432+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 60,189 | $9.62M | 0.64% | +866+1.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $9.59M | 0.12% | 00.0% | Unchanged |
| Captrust Financial Advisors | 59,860 | $9.57M | 0.04% | −13,550−18.5% | Reduced |
| Marks Group Wealth Management, Inc | 59,762 | $9.55M | 1.00% | −1,414−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 59,769 | $9.50M | 0.07% | +20,850+53.6% | Added |
| Tocqueville Asset Management L.P. | 58,877 | $9.41M | 0.15% | +475+0.8% | Added |
| ProVise Management Group, LLC | 58,785 | $9.40M | 0.81% | +3,945+7.2% | Added |
| Aptus Capital Advisors, LLC | 58,317 | $9.32M | 0.20% | −4,314−6.9% | Reduced |
| Federated Hermes, Inc. | 58,254 | $9.31M | 0.02% | +16,946+41.0% | Added |
| GDS Wealth Management | 58,172 | $9.30M | 1.09% | +9,663+19.9% | Added |
| 1832 Asset Management L.P. | 58,025 | $9.27M | 0.02% | −4,846−7.7% | Reduced |
| Diversified Trust Co | 57,748 | $9.23M | 0.28% | +11,876+25.9% | Added |
| Middleton & Co Inc | 57,541 | $9.20M | 1.06% | −403−0.7% | Reduced |
| BTC Capital Management, Inc. | 57,519 | $9.19M | 0.84% | +57,519 | New |
| Cozad Asset Management Inc | 57,283 | $9.15M | 0.95% | −890−1.5% | Reduced |
| Legal Advantage Investments, Inc. | 56,737 | $9.07M | 5.07% | −9,790−14.7% | Reduced |
| Acadian Asset Management LLC | 56,645 | $9.05M | 0.03% | +44,776+377.3% | Added |
| Jones Financial Companies LLLP | 56,411 | $9.02M | 0.01% | +10,389+22.6% | Added |
| Oppenheimer Asset Management Inc. | 56,198 | $8.98M | 0.13% | −29,600−34.5% | Reduced |
| Balyasny Asset Management LLC | 56,185 | $8.98M | 0.02% | +41,876+292.7% | Added |
| Atria Investments LLC | 56,017 | $8.95M | 0.12% | +1,607+3.0% | Added |
| Hantz Financial Services, Inc. | 55,771 | $8.91M | 0.17% | −4,682−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 55,109 | $8.81M | 0.10% | +17,280+45.7% | Added |
| Point72 Europe (London) LLP | 55,000 | $8.79M | 0.82% | −7,900−12.6% | Reduced |
| Vontobel Holding Ltd. | 54,872 | $8.77M | 0.07% | +23,635+75.7% | Added |
| Elo Mutual Pension Insurance Co | 54,840 | $8.77M | 0.21% | +1,617+3.0% | Added |
| Dillon & Associates Inc | 54,507 | $8.72M | 1.37% | +7,511+16.0% | Added |
| M&R Capital Management Inc | 54,328 | $8.68M | 2.13% | −2,163−3.8% | Reduced |
| Azimuth Capital Investment Management LLC | 54,137 | $8.65M | 0.36% | +54,137 | New |
| First National Trust Co | 53,902 | $8.61M | 0.35% | −29,698−35.5% | Reduced |
| Guggenheim Capital LLC | 53,820 | $8.60M | 0.06% | +5,775+12.0% | Added |
| Smithbridge Asset Management Inc | 53,794 | $8.60M | 1.77% | −828−1.5% | Reduced |
| Cheviot Value Management, LLC | 53,595 | $8.57M | 1.88% | −454−0.8% | Reduced |
| Eagle Asset Management Inc | 53,914 | $8.55M | 0.04% | +3,600+7.2% | Added |
| Contravisory Investment Management, Inc. | 53,379 | $8.53M | 1.89% | +134+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 53,341 | $8.52M | 0.11% | +10,729+25.2% | Added |
| Builder Investment Group Inc | 53,287 | $8.52M | 2.48% | −849−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 52,909 | $8.46M | 1.88% | +52,909 | New |
| Harber Asset Management LLC | 52,879 | $8.45M | 2.06% | −95,251−64.3% | Reduced |
| Carderock Capital Management Inc | 52,649 | $8.41M | 2.36% | −1,811−3.3% | Reduced |
| Brooktree Capital Management | 52,546 | $8.40M | 6.48% | +1,677+3.3% | Added |
| Liberty Capital Management, Inc. | 52,402 | $8.37M | 2.06% | −830−1.6% | Reduced |
| Cox Capital Mgt LLC | 51,307 | $8.20M | 5.05% | −1,220−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 51,285 | $8.20M | 0.16% | +4,389+9.4% | Added |
| Wilkins Investment Counsel Inc | 51,040 | $8.16M | 1.19% | +2,975+6.2% | Added |
| Gulf International Bank (UK) Ltd | 50,942 | $8.14M | 0.21% | +172+0.3% | Added |
| River & Mercantile Asset Management LLP | 50,585 | $8.08M | 2.03% | −12,069−19.3% | Reduced |
| Andra AP-fonden | 50,395 | $8.05M | 0.14% | +50,395 | New |
| Jacobs & Co | 50,229 | $8.03M | 0.85% | −745−1.5% | Reduced |
| Two Point Capital Management, Inc. | 49,605 | $7.93M | 3.26% | +975+2.0% | Added |
| Hills Bank & Trust Co | 49,594 | $7.93M | 0.67% | −1,147−2.3% | Reduced |
| Shell Asset Management Co | 52,945 | $7.89M | 0.36% | −15,635−22.8% | Reduced |
| Brinker Capital Investments, LLC | 49,208 | $7.86M | 0.08% | −7,318−12.9% | Reduced |
| Orion Portfolio Solutions, LLC | 49,208 | $7.86M | 0.08% | −7,318−12.9% | Reduced |
| Oarsman Capital, Inc. | 49,141 | $7.85M | 1.88% | −1,293−2.6% | Reduced |
| Palmer Knight Co | 48,848 | $7.81M | 3.80% | +1,158+2.4% | Added |
| Redmond Asset Management, LLC | 48,791 | $7.80M | 2.48% | −3,434−6.6% | Reduced |
| Verdence Capital Advisors LLC | 48,734 | $7.79M | 0.71% | −2,829−5.5% | Reduced |
| Delaney Dennis R | 48,699 | $7.78M | 4.24% | −757−1.5% | Reduced |
| CX Institutional | 48,455 | $7.74M | 0.37% | +44,557+1,143.1% | Added |
| Close Asset Management Ltd | 47,896 | $7.65M | 0.28% | −250−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,381 | $7.57M | 0.32% | +240+0.5% | Added |
| Prudential PLC | 47,198 | $7.54M | 0.06% | −1,524−3.1% | Reduced |
| HM Payson & Co | 46,983 | $7.51M | 0.14% | −1,649−3.4% | Reduced |
| M. Kraus & Co | 46,912 | $7.50M | 2.28% | +1,285+2.8% | Added |
| Crossmark Global Holdings, Inc. | 46,366 | $7.41M | 0.14% | −1,641−3.4% | Reduced |
| Sendero Wealth Management, LLC | 46,186 | $7.38M | 1.27% | −1,497−3.1% | Reduced |
| Notis-McConarty Edward | 46,100 | $7.37M | 2.91% | −3,855−7.7% | Reduced |
| Ayrshire Capital Management LLC | 45,981 | $7.35M | 3.97% | −1,127−2.4% | Reduced |
| Koss-Olinger Consulting, LLC | 45,981 | $7.35M | 3.97% | +45,981 | New |
| Patton Albertson Miller Group, LLC | 45,859 | $7.33M | 1.10% | +2,826+6.6% | Added |
| Marietta Investment Partners LLC | 45,709 | $7.31M | 1.60% | +2,422+5.6% | Added |
| Kentucky Retirement Systems | 45,580 | $7.28M | 0.22% | −2,441−5.1% | Reduced |
| Thompson Investment Management, Inc. | 45,319 | $7.24M | 1.10% | −2,627−5.5% | Reduced |
| Karpas Strategies, LLC | 45,275 | $7.24M | 2.25% | −200.0% | Reduced |
| Pacer Advisors, Inc. | 44,993 | $7.19M | 0.02% | +5,693+14.5% | Added |
| Advisors Asset Management, Inc. | 44,667 | $7.14M | 0.14% | +9,489+27.0% | Added |
| First Western Trust Bank | 44,633 | $7.13M | 0.32% | −1,494−3.2% | Reduced |
| Marshall & Sullivan Inc | 44,085 | $7.05M | 3.49% | −461−1.0% | Reduced |
| Heritage Trust Co | 43,832 | $7.01M | 0.94% | −163−0.4% | Reduced |
| Resources Management Corp | 43,622 | $6.97M | 1.02% | −895−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 43,460 | $6.95M | 1.03% | +376+0.9% | Added |
| John G Ullman & Associates Inc | 43,451 | $6.94M | 1.07% | −1,020−2.3% | Reduced |
| Kestra Advisory Services, LLC | 43,444 | $6.94M | 0.05% | +1,193+2.8% | Added |
| RMB Capital Management, LLC | 43,266 | $6.91M | 0.16% | −100−0.2% | Reduced |
| Maryland State Retirement & Pension System | 46,939 | $6.90M | 0.14% | +397+0.9% | Added |
| Cloverfields Capital Group, LP | 42,867 | $6.85M | 2.31% | +1,871+4.6% | Added |
| Intech Investment Management LLC | 42,631 | $6.81M | 0.10% | −32,354−43.1% | Reduced |
| Avanda Investment Management Pte. Ltd. | 42,257 | $6.75M | 0.91% | +42,257 | New |
| CMH Wealth Management LLC | 41,750 | $6.67M | 1.70% | −5,251−11.2% | Reduced |