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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 41,561 | $6.64M | 0.09% | +4,123+11.0% | Added |
| AdvisorShares Investments LLC | 41,021 | $6.56M | 1.10% | +15,130+58.4% | Added |
| Ironwood Investment Counsel, LLC | 39,684 | $6.34M | 1.12% | +956+2.5% | Added |
| Selway Asset Management | 39,405 | $6.30M | 2.52% | −500−1.3% | Reduced |
| Buckhead Capital Management LLC | 39,159 | $6.26M | 2.12% | +461+1.2% | Added |
| HGK Asset Management Inc | 39,055 | $6.24M | 1.22% | −1,426−3.5% | Reduced |
| Hartford Investment Management Co | 38,817 | $6.20M | 0.22% | −1,665−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 36,451 | $6.12M | 0.05% | +5,503+17.8% | Added |
| Stone Run Capital, LLC | 38,000 | $6.07M | 2.32% | −500−1.3% | Reduced |
| Geneos Wealth Management Inc. | 37,961 | $6.07M | 0.28% | +1,275+3.5% | Added |
| Baxter Bros Inc | 37,957 | $6.07M | 0.78% | −993−2.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 37,837 | $6.05M | 2.55% | +20+0.1% | Added |
| Matrix Asset Advisors Inc | 37,798 | $6.04M | 0.72% | −37,751−50.0% | Reduced |
| Tandem Investment Advisors, Inc. | 37,615 | $6.01M | 0.23% | −889−2.3% | Reduced |
| Carmel Capital Management L.L.C. | 37,490 | $5.99M | 2.46% | +300+0.8% | Added |
| Eley Financial Management, Inc | 37,481 | $5.99M | 2.58% | +200+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 37,412 | $5.98M | 0.34% | +890+2.4% | Added |
| TownSquare Capital, LLC | 37,395 | $5.98M | 0.09% | +3,050+8.9% | Added |
| DF Dent & Co Inc | 36,711 | $5.87M | 0.07% | +50+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 36,495 | $5.83M | 0.55% | +2,517+7.4% | Added |
| AMJ Financial Wealth Management | 36,436 | $5.82M | 1.94% | +13,773+60.8% | Added |
| Compass Wealth Management LLC | 36,324 | $5.81M | 1.45% | −330−0.9% | Reduced |
| Toroso Investments, LLC | 36,199 | $5.78M | 0.10% | +8,377+30.1% | Added |
| First Business Financial Services, Inc. | 36,173 | $5.78M | 0.62% | −284−0.8% | Reduced |
| JustInvest LLC | 35,773 | $5.72M | 0.12% | +1,563+4.6% | Added |
| Buffington Mohr McNeal | 35,709 | $5.71M | 1.03% | −920−2.5% | Reduced |
| MAI Capital Management | 35,681 | $5.70M | 0.06% | +26,428+285.6% | Added |
| Securian Asset Management, Inc | 35,350 | $5.65M | 0.17% | −2,661−7.0% | Reduced |
| Gilman Hill Asset Management, LLC | 35,268 | $5.64M | 1.01% | +170+0.5% | Added |
| Snowden Capital Advisors LLC | 34,946 | $5.59M | 0.17% | −6,122−14.9% | Reduced |
| Louisiana State Employees Retirement System | 34,900 | $5.58M | 0.11% | −1,400−3.9% | Reduced |
| Nicollet Investment Management, Inc. | 34,331 | $5.49M | 2.02% | +178+0.5% | Added |
| SFE Investment Counsel | 34,316 | $5.48M | 1.24% | +972+2.9% | Added |
| Anchor Investment Management, LLC | 34,271 | $5.48M | 0.57% | +966+2.9% | Added |
| Cresset Asset Management, LLC | 33,975 | $5.43M | 0.03% | +4,607+15.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,915 | $5.42M | 0.12% | −977−2.8% | Reduced |
| Argent Trust Co | 33,893 | $5.42M | 0.24% | +132+0.4% | Added |
| Nilsine Partners, LLC | 33,799 | $5.40M | 0.74% | +696+2.1% | Added |
| CenterBook Partners LP | 33,616 | $5.37M | 0.37% | −16,246−32.6% | Reduced |
| Westpac Banking Corp | 33,114 | $5.29M | 0.40% | −22−0.1% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $5.27M | 0.93% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 32,991 | $5.27M | 0.98% | −505−1.5% | Reduced |
| EULAV Asset Management | 32,805 | $5.24M | 0.14% | −110.0% | Reduced |
| Bey-Douglas LLC | 32,423 | $5.18M | 4.96% | −144−0.4% | Reduced |
| Bull Street Advisors, LLC | 32,310 | $5.16M | 2.47% | −210−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,046 | $5.12M | 0.17% | −2,111−6.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $5.04M | 0.81% | 00.0% | Unchanged |
| Glenview Trust Co | 31,380 | $5.02M | 0.11% | −153−0.5% | Reduced |
| Cornerstone Advisors, LLC | 31,200 | $4.99M | 0.21% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 31,125 | $4.97M | 2.10% | −25−0.1% | Reduced |
| Stephens Inc | 31,001 | $4.95M | 0.08% | +1,293+4.4% | Added |
| United Capital Financial Advisers, LLC | 30,873 | $4.93M | 0.04% | −896−2.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,722 | $4.91M | 0.23% | +1,614+5.5% | Added |
| Keel Point, LLC | 30,702 | $4.91M | 0.51% | +442+1.5% | Added |
| Meridian Management Co | 30,701 | $4.91M | 1.34% | −14,437−32.0% | Reduced |
| Monarch Capital Management Inc | 30,564 | $4.88M | 1.38% | −89−0.3% | Reduced |
| Nemes Rush Group LLC | 30,496 | $4.87M | 0.70% | +5,928+24.1% | Added |
| Ami Investment Management Inc | 30,492 | $4.87M | 1.77% | −200−0.7% | Reduced |
| Quantinno Capital Management LP | 30,251 | $4.83M | 0.11% | +5,009+19.8% | Added |
| New Mexico Educational Retirement Board | 30,216 | $4.83M | 0.17% | −1,900−5.9% | Reduced |
| Ieq Capital, LLC | 30,056 | $4.80M | 0.07% | +5,747+23.6% | Added |
| Colony Group, LLC | 30,004 | $4.79M | 0.04% | +20,552+217.4% | Added |
| Wealthfront Advisers LLC | 29,956 | $4.79M | 0.02% | +184+0.6% | Added |
| Howe & Rusling Inc | 29,903 | $4.78M | 0.46% | +445+1.5% | Added |
| Oribel Capital Management, LP | 29,700 | $4.75M | 0.54% | −137,400−82.2% | Reduced |
| Assetmark, Inc | 29,417 | $4.70M | 0.02% | +23,202+373.3% | Added |
| Tabor Asset Management, LP | 28,817 | $4.61M | 1.92% | +28,817 | New |
| American Century Companies Inc | 28,708 | $4.59M | 0.00% | +1,736+6.4% | Added |
| Robertson Stephens Wealth Management, LLC | 28,464 | $4.55M | 0.25% | −884−3.0% | Reduced |
| Horan Capital Advisors, LLC. | 28,433 | $4.54M | 1.62% | −211−0.7% | Reduced |
| Taylor Financial Group, Inc. | 28,342 | $4.53M | 3.45% | −193−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 28,185 | $4.50M | 0.82% | −300−1.1% | Reduced |
| Clayton Partners LLC | 28,115 | $4.49M | 3.82% | −713−2.5% | Reduced |
| First National Bank of Omaha | 20,290 | $4.48M | 0.31% | −20,660−50.5% | Reduced |
| Otter Creek Advisors, LLC | 28,000 | $4.47M | 3.14% | +28,000 | New |
| Dempze Nancy E | 27,999 | $4.47M | 3.41% | +392+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,775 | $4.44M | 0.05% | −304−1.1% | Reduced |
| South State Corp. | 27,753 | $4.44M | 0.35% | +1,276+4.8% | Added |
| ING Groep NV | 27,467 | $4.39M | 0.03% | −22,933−45.5% | Reduced |
| HB Wealth Management, LLC | 27,439 | $4.39M | 0.06% | +546+2.0% | Added |
| Alpha Cubed Investments, LLC | 27,337 | $4.37M | 0.23% | −135,271−83.2% | Reduced |
| Graypoint LLC | 27,259 | $4.36M | 0.31% | −837−3.0% | Reduced |
| Advisory Services Network, LLC | 27,157 | $4.34M | 0.10% | +1,855+7.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,103 | $4.33M | 0.02% | −1,740−6.0% | Reduced |
| Capital City Trust Co | 26,830 | $4.29M | 1.19% | −733−2.7% | Reduced |
| Brookstone Capital Management | 26,760 | $4.28M | 0.08% | +20,282+313.1% | Added |
| Illinois Municipal Retirement Fund | 26,601 | $4.25M | 0.06% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 26,485 | $4.23M | 0.36% | +26,485 | New |
| Meiji Yasuda Asset Management Co Ltd. | 26,450 | $4.23M | 0.18% | −1,662−5.9% | Reduced |
| National Bank of Canada | 27,528 | $4.22M | 0.01% | −11,168−28.9% | Reduced |
| Fiduciary Trust Co | 26,293 | $4.20M | 0.06% | −1,235−4.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 25,905 | $4.14M | 0.49% | +25,905 | New |
| Meridian Wealth Advisors, LLC | 25,650 | $4.10M | 0.77% | +1,530+6.3% | Added |
| Page Arthur B | 25,529 | $4.08M | 4.20% | −1,620−6.0% | Reduced |
| Keeler Thomas Management LLC | 25,378 | $4.06M | 1.39% | −385−1.5% | Reduced |
| BancorpSouth Bank | 25,225 | $4.03M | 0.29% | −105−0.4% | Reduced |
| Paloma Partners Management Co | 25,124 | $4.02M | 0.58% | +25,124 | New |
| Fulton Bank, N.A. | 25,095 | $4.01M | 0.16% | −835−3.2% | Reduced |
| Triad Investment Management | 25,093 | $4.01M | 4.87% | −2,919−10.4% | Reduced |
| VisionPoint Advisory Group, LLC | 25,074 | $4.01M | 1.44% | +1,871+8.1% | Added |