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 |
|---|---|---|---|---|---|
| Elevatus Welath Management | 25,029 | $4.00M | 1.58% | +778+3.2% | Added |
| GWM Advisors LLC | 24,852 | $3.97M | 0.03% | +3,178+14.7% | Added |
| Indiana Trust & Investment Management CO | 24,791 | $3.96M | 1.60% | +549+2.3% | Added |
| Peddock Capital Advisors, LLC | 24,593 | $3.93M | 1.03% | +371+1.5% | Added |
| Soros Capital Management LLC | 24,560 | $3.93M | 1.08% | −12,830−34.3% | Reduced |
| Jag Capital Management, LLC | 24,522 | $3.92M | 0.56% | −84−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 24,500 | $3.92M | 0.10% | +1,100+4.7% | Added |
| D L Carlson Investment Group Inc | 24,462 | $3.91M | 0.76% | −458−1.8% | Reduced |
| ClariVest Asset Management LLC | 24,314 | $3.89M | 0.40% | −57,300−70.2% | Reduced |
| Blume Capital Management, Inc. | 24,269 | $3.88M | 0.95% | −170−0.7% | Reduced |
| Metropolitan Life Insurance Co | 24,206 | $3.87M | 0.17% | −223−0.9% | Reduced |
| Timber Creek Capital Management LLC | 23,839 | $3.81M | 1.19% | −16,112−40.3% | Reduced |
| Tower Research Capital LLC (TRC) | 23,825 | $3.81M | 0.09% | −69,142−74.4% | Reduced |
| Agate Pass Investment Management, LLC | 23,806 | $3.80M | 2.04% | −300−1.2% | Reduced |
| Anderson Hoagland & Co | 24,732 | $3.80M | 0.43% | −192−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 25,401 | $3.79M | 0.16% | +14,722+137.9% | Added |
| JB Capital LLC | 23,623 | $3.78M | 0.25% | −32−0.1% | Reduced |
| Prelude Capital Management, LLC | 23,559 | $3.77M | 0.26% | +12,337+109.9% | Added |
| Metis Global Partners, LLC | 23,536 | $3.76M | 0.14% | −603−2.5% | Reduced |
| Freemont Management S.A. | 23,400 | $3.74M | 0.58% | −7,300−23.8% | Reduced |
| Cary Street Partners Asset Management LLC | 23,336 | $3.73M | 0.58% | −98−0.4% | Reduced |
| CWM, LLC | 23,276 | $3.72M | 0.02% | +1,912+8.9% | Added |
| Ascent Group, LLC | 23,238 | $3.71M | 0.33% | +11,831+103.7% | Added |
| Brown, Lisle/Cummings, Inc. | 23,150 | $3.70M | 1.26% | +50+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 23,135 | $3.70M | 0.11% | −9,227−28.5% | Reduced |
| Forge First Asset Management Inc. | 23,150 | $3.69M | 1.16% | +7,750+50.3% | Added |
| AMG National Trust Bank | 23,045 | $3.68M | 0.11% | −2,048−8.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $3.68M | 0.23% | −5,750−20.0% | Reduced |
| First National Advisers, LLC | 25,042 | $3.64M | 0.82% | +4,137+19.8% | Added |
| Vinva Investment Management Ltd | 22,766 | $3.64M | 0.21% | +1,500+7.1% | Added |
| Moors & Cabot, Inc. | 22,535 | $3.60M | 0.20% | −490−2.1% | Reduced |
| Robbins Farley LLC | 22,270 | $3.56M | 1.96% | −4,294−16.2% | Reduced |
| BKD Wealth Advisors, LLC | 22,207 | $3.55M | 0.09% | −669−2.9% | Reduced |
| Baldwin Investment Management, LLC | 21,970 | $3.51M | 0.48% | −205−0.9% | Reduced |
| Horizon Investment Services, LLC | 21,864 | $3.49M | 1.71% | +2,700+14.1% | Added |
| Van Eck Associates Corp | 21,863 | $3.49M | 0.01% | −2,154−9.0% | Reduced |
| First Financial Bank - Trust Division | 21,842 | $3.49M | 0.34% | +21,842 | New |
| Empirical Finance, LLC | 21,597 | $3.45M | 0.21% | +716+3.4% | Added |
| Achmea Investment Management B.V. | 21,568 | $3.45M | 0.07% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 21,538 | $3.44M | 1.22% | −59−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 21,343 | $3.41M | 0.80% | −22,068−50.8% | Reduced |
| Eads & Heald Wealth Management | 20,904 | $3.34M | 1.56% | −1,768−7.8% | Reduced |
| Principal Securities, Inc. | 20,895 | $3.34M | 0.10% | +2,810+15.5% | Added |
| Birch Capital Management, LLC | 20,781 | $3.32M | 1.73% | +462+2.3% | Added |
| Capital Analysts, LLC | 20,621 | $3.30M | 0.15% | +434+2.1% | Added |
| Siemens Fonds Invest GmbH | 20,572 | $3.29M | 0.25% | −382−1.8% | Reduced |
| Plato Investment Management Ltd | 20,507 | $3.28M | 0.34% | +18,681+1,023.1% | Added |
| Mission Wealth Management, LP | 20,476 | $3.27M | 0.09% | +192+0.9% | Added |
| Albert D Mason Inc | 20,263 | $3.24M | 2.00% | +144+0.7% | Added |
| Chartwell Investment Partners, LLC | 20,217 | $3.23M | 0.11% | −833−4.0% | Reduced |
| Campbell Newman Asset Management Inc | 20,212 | $3.23M | 0.26% | −41−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,205 | $3.23M | 0.23% | +20,205 | New |
| Central Trust Co | 20,143 | $3.22M | 0.08% | +112+0.6% | Added |
| Ellenbecker Investment Group | 20,132 | $3.22M | 0.68% | 00.0% | Unchanged |
| Norinchukin Bank, The | 20,030 | $3.20M | 0.10% | −262−1.3% | Reduced |
| Altrafin AG | 20,000 | $3.20M | 1.16% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 19,944 | $3.19M | 0.47% | −2,160−9.8% | Reduced |
| Private Advisor Group, LLC | 19,940 | $3.19M | 0.02% | +776+4.0% | Added |
| Catalyst Funds Management Pty Ltd | 19,940 | $3.19M | 0.89% | +19,940 | New |
| Gabelli Funds LLC | 19,900 | $3.18M | 0.02% | −4,000−16.7% | Reduced |
| Barry Investment Advisors, LLC | 19,879 | $3.18M | 1.06% | −235−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,807 | $3.17M | 0.22% | −1,575−7.4% | Reduced |
| Everence Capital Management Inc | 19,746 | $3.16M | 0.21% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19,735 | $3.15M | 1.08% | +335+1.7% | Added |
| Robinson Value Management, Ltd. | 19,658 | $3.14M | 2.11% | −5,008−20.3% | Reduced |
| Passumpsic Savings Bank | 19,510 | $3.12M | 1.99% | +19,510 | New |
| Trinity Financial Advisors LLC | 19,376 | $3.10M | 1.39% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 19,258 | $3.08M | 0.08% | −2,475−11.4% | Reduced |
| KLCM Advisors, Inc. | 19,223 | $3.07M | 0.39% | −13−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,217 | $3.07M | 1.42% | +1,484+8.4% | Added |
| Raymond James Trust N.A. | 19,082 | $3.05M | 0.07% | +622+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,045 | $3.04M | 0.08% | +48+0.3% | Added |
| Axxcess Wealth Management, LLC | 18,986 | $3.03M | 0.09% | −7,796−29.1% | Reduced |
| Park Avenue Securities LLC | 18,905 | $3.02M | 0.04% | +1,150+6.5% | Added |
| Marex Group plc | 18,889 | $3.02M | 0.10% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 18,888 | $3.02M | 1.56% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 18,465 | $2.95M | 1.04% | +450+2.5% | Added |
| Berger Financial Group, Inc | 18,315 | $2.93M | 0.24% | −235−1.3% | Reduced |
| Davidson Capital Management Inc. | 18,309 | $2.93M | 0.94% | +44+0.2% | Added |
| Argyle Capital Management Inc. | 18,188 | $2.91M | 1.12% | −754−4.0% | Reduced |
| Consolidated Planning Corp | 18,076 | $2.89M | 0.49% | +354+2.0% | Added |
| Atria Wealth Solutions, Inc. | 18,049 | $2.88M | 0.03% | +243+1.4% | Added |
| Insight Wealth Strategies, LLC | 17,924 | $2.86M | 0.42% | −1,467−7.6% | Reduced |
| Apollon Wealth Management, LLC | 17,857 | $2.85M | 0.09% | −1,499−7.7% | Reduced |
| Bleakley Financial Group, LLC | 17,775 | $2.84M | 0.08% | +155+0.9% | Added |
| Simplicity Wealth,LLC | 17,724 | $2.83M | 0.07% | +17,724 | New |
| Wellington Management Group LLP | 17,567 | $2.81M | 0.00% | −7,215−29.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 17,508 | $2.80M | 0.03% | +3,141+21.9% | Added |
| Savant Capital, LLC | 17,346 | $2.77M | 0.03% | +10,446+151.4% | Added |
| Magellan Asset Management Ltd | 17,175 | $2.74M | 0.03% | −2,341−12.0% | Reduced |
| Twin Capital Management Inc | 17,174 | $2.74M | 0.34% | −1,589−8.5% | Reduced |
| Geneva Partners, LLC | 17,039 | $2.72M | 1.20% | +17,039 | New |
| Legato Capital Management LLC | 17,013 | $2.72M | 0.33% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16,951 | $2.71M | 0.08% | −1,219−6.7% | Reduced |
| Veriti Management LLC | 16,921 | $2.70M | 0.20% | +2,093+14.1% | Added |
| Pinnacle Associates Ltd | 16,905 | $2.70M | 0.04% | +237+1.4% | Added |
| United Services Automobile Association | 16,646 | $2.66M | 0.07% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 16,624 | $2.66M | 0.77% | −83−0.5% | Reduced |
| Man Group plc | 16,508 | $2.64M | 0.01% | +7,375+80.8% | Added |
| Squarepoint Ops LLC | 16,277 | $2.60M | 0.01% | −193,027−92.2% | Reduced |