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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 16,139 | $2.58M | 0.02% | +14,648+982.4% | Added |
| North Star Investment Management Corp. | 16,018 | $2.56M | 0.18% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 15,979 | $2.55M | 0.40% | −256−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,809 | $2.52M | 0.21% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 15,743 | $2.52M | 0.07% | −4,500−22.2% | Reduced |
| Harbor Capital Advisors, Inc. | 15,737 | $2.52M | 0.33% | −562−3.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,425 | $2.51M | 0.50% | −30,400−64.9% | Reduced |
| Ostrum Asset Management | 15,440 | $2.47M | 0.20% | +548+3.7% | Added |
| Fiduciary Family Office, LLC | 15,334 | $2.45M | 0.96% | +5,793+60.7% | Added |
| Wetherby Asset Management Inc | 15,303 | $2.45M | 0.12% | −139−0.9% | Reduced |
| SYSTM Wealth Solutions LLC | 15,203 | $2.43M | 0.31% | +774+5.4% | Added |
| Wisconsin Capital Management LLC | 15,105 | $2.41M | 1.27% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 15,004 | $2.40M | 1.65% | −2,323−13.4% | Reduced |
| Palisade Asset Management, LLC | 15,002 | $2.40M | 0.23% | 00.0% | Unchanged |
| Burney Co | 14,946 | $2.39M | 0.09% | −226−1.5% | Reduced |
| NEOS Investment Management LLC | 14,927 | $2.39M | 0.15% | +6,434+75.8% | Added |
| Tokio Marine Asset Management Co Ltd | 14,841 | $2.37M | 0.12% | +713+5.0% | Added |
| Exchange Traded Concepts, LLC | 14,722 | $2.35M | 0.06% | −5,042−25.5% | Reduced |
| We Are One Seven, LLC | 14,685 | $2.35M | 0.12% | −4,844−24.8% | Reduced |
| Kendall Capital Management | 14,648 | $2.34M | 0.81% | +485+3.4% | Added |
| Umb Bank N A | 14,599 | $2.33M | 0.04% | −669−4.4% | Reduced |
| Harbor Investment Advisory, LLC | 14,584 | $2.33M | 0.24% | −81−0.6% | Reduced |
| Turtle Creek Asset Management Inc. | 14,500 | $2.32M | 0.06% | +2,700+22.9% | Added |
| UniSuper Management Pty Ltd | 14,330 | $2.29M | 0.02% | +9,328+186.5% | Added |
| Buttonwood Financial Advisors Inc. | 14,264 | $2.28M | 1.07% | −407−2.8% | Reduced |
| Portfolio Design Labs, LLC | 14,262 | $2.28M | 0.77% | +14,262 | New |
| Davenport & Co LLC | 13,999 | $2.24M | 0.01% | +524+3.9% | Added |
| Penobscot Investment Management Company, Inc. | 13,982 | $2.23M | 0.24% | +750+5.7% | Added |
| Harrell Investment Partners, LLC | 13,979 | $2.23M | 0.66% | −1,409−9.2% | Reduced |
| Wedbush Securities Inc | 13,974 | $2.23M | 0.08% | +2,639+23.3% | Added |
| Veracity Capital LLC | 13,805 | $2.21M | 0.86% | −541−3.8% | Reduced |
| Signaturefd, LLC | 13,718 | $2.19M | 0.05% | +158+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 13,654 | $2.18M | 0.12% | +717+5.5% | Added |
| Van Leeuwen & Company, LLC | 13,576 | $2.17M | 1.10% | +407+3.1% | Added |
| Integrated Wealth Concepts LLC | 13,498 | $2.16M | 0.03% | +62+0.5% | Added |
| MTM Investment Management, LLC | 13,445 | $2.15M | 0.89% | −8−0.1% | Reduced |
| Fayez Sarofim & Co | 13,444 | $2.15M | 0.01% | −580−4.1% | Reduced |
| Palumbo Wealth Management LLC | 13,388 | $2.14M | 0.96% | +2,999+28.9% | Added |
| Cullen Investment Group, Ltd. | 13,504 | $2.14M | 0.34% | +241+1.8% | Added |
| Public Sector Pension Investment Board | 13,370 | $2.14M | 0.02% | +900+7.2% | Added |
| Mill Creek Capital Advisors, LLC | 13,330 | $2.13M | 0.06% | +94+0.7% | Added |
| Summit Financial Group Inc | 13,265 | $2.12M | 0.75% | −50−0.4% | Reduced |
| Bamco Inc | 13,213 | $2.11M | 0.01% | −187−1.4% | Reduced |
| CAPROCK Group, Inc. | 13,160 | $2.10M | 0.12% | −11,646−46.9% | Reduced |
| Howland Capital Management LLC | 13,158 | $2.10M | 0.10% | −40.0% | Reduced |
| Roundview Capital LLC | 13,131 | $2.10M | 0.17% | +157+1.2% | Added |
| Newman Dignan & Sheerar, Inc. | 13,099 | $2.09M | 0.56% | +575+4.6% | Added |
| Sequoia Financial Advisors, LLC | 13,099 | $2.09M | 0.03% | −3,923−23.0% | Reduced |
| Yarbrough Capital, LLC | 12,960 | $2.07M | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,942 | $2.07M | 0.05% | +10,757+492.3% | Added |
| Annex Advisory Services, LLC | 12,880 | $2.06M | 0.07% | −456−3.4% | Reduced |
| Scotia Capital Inc. | 12,840 | $2.05M | 0.01% | +4,969+63.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,835 | $2.05M | 0.85% | +647+5.3% | Added |
| Summit Trail Advisors, LLC | 12,746 | $2.04M | 0.05% | +2,930+29.8% | Added |
| HighVista Strategies LLC | 12,653 | $2.02M | 0.72% | −2,300−15.4% | Reduced |
| National Asset Management, Inc. | 17,855 | $2.02M | 0.05% | +513+3.0% | Added |
| Abundance Wealth Counselors | 12,479 | $1.99M | 0.46% | +240+2.0% | Added |
| Main Street Financial Solutions, LLC | 12,455 | $1.99M | 0.21% | −287−2.3% | Reduced |
| GLOBALT Investments LLC | 12,452 | $1.99M | 0.08% | +1,070+9.4% | Added |
| Hamilton Capital Partners Inc. | 12,429 | $1.99M | 0.24% | +12,429 | New |
| Alps Advisors Inc | 12,388 | $1.98M | 0.01% | +4,492+56.9% | Added |
| Balentine LLC | 12,340 | $1.97M | 0.06% | −234−1.9% | Reduced |
| Vident Advisory, LLC | 12,314 | $1.97M | 0.04% | −116,458−90.4% | Reduced |
| Alberta Investment Management Corp | 12,300 | $1.97M | 0.02% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 12,277 | $1.96M | 0.09% | +1,349+12.3% | Added |
| Jackson Hole Capital Partners, LLC | 12,254 | $1.96M | 0.45% | +976+8.7% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.96M | 0.24% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,206 | $1.95M | 0.07% | +195+1.6% | Added |
| Coldstream Capital Management Inc | 12,132 | $1.94M | 0.05% | −309−2.5% | Reduced |
| Bokf, NA | 12,204 | $1.94M | 0.04% | −2,664−17.9% | Reduced |
| Kovack Advisors, Inc. | 12,067 | $1.93M | 0.23% | +402+3.4% | Added |
| Chilton Investment Co LLC | 12,064 | $1.93M | 0.05% | −487−3.9% | Reduced |
| Greenleaf Trust | 12,050 | $1.93M | 0.02% | −37−0.3% | Reduced |
| Wealthspire Advisors, LLC | 12,049 | $1.93M | 0.03% | −224−1.8% | Reduced |
| EP Wealth Advisors, LLC | 12,041 | $1.92M | 0.02% | +835+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,024 | $1.92M | 0.03% | −257−2.1% | Reduced |
| Barbara Oil Co. | 12,000 | $1.92M | 0.81% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,982 | $1.91M | 0.32% | +2,448+25.7% | Added |
| Sawyer & Company, Inc | 11,971 | $1.91M | 0.76% | +273+2.3% | Added |
| Harvey Capital Management Inc | 11,970 | $1.91M | 0.56% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 11,901 | $1.90M | 1.50% | −6,982−37.0% | Reduced |
| GTS Securities LLC | 11,857 | $1.89M | 0.05% | −4,962−29.5% | Reduced |
| Wahed Invest LLC | 11,649 | $1.86M | 0.42% | +1,440+14.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,574 | $1.85M | 0.07% | −4,472−27.9% | Reduced |
| Midwest Professional Planners, LTD. | 11,571 | $1.85M | 0.65% | −3,462−23.0% | Reduced |
| Covey Capital Advisors, LLC | 11,565 | $1.85M | 2.23% | +11,565 | New |
| Tiaa Trust, National Association | 11,533 | $1.84M | 0.01% | −2,155−15.7% | Reduced |
| Concurrent Investment Advisors, LLC | 11,512 | $1.84M | 0.07% | −2,794−19.5% | Reduced |
| Credential Qtrade Securities Inc. | 11,409 | $1.82M | 0.10% | −197−1.7% | Reduced |
| Vestcor Inc | 11,357 | $1.81M | 0.06% | −1,928−14.5% | Reduced |
| Centurion Wealth Management LLC | 11,261 | $1.80M | 0.71% | −2,156−16.1% | Reduced |
| Maxwell Wealth Strategies Inc. | 12,054 | $1.78M | 0.90% | +10,419+637.2% | Added |
| Delphi Management Inc | 11,083 | $1.77M | 1.37% | −92−0.8% | Reduced |
| AdvisorNet Financial, Inc | 11,073 | $1.77M | 0.17% | −97−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,053 | $1.77M | 0.00% | +5,677+105.6% | Added |
| NBC Securities, Inc. | 10,917 | $1.74M | 0.16% | +747+7.3% | Added |
| Central Valley Advisors, LLC | 10,901 | $1.74M | 0.90% | +656+6.4% | Added |
| Bray Capital Advisors | 10,865 | $1.74M | 0.44% | −143−1.3% | Reduced |
| WealthShield Partners, LLC | 10,863 | $1.74M | 0.28% | +213+2.0% | Added |
| Moloney Securities Asset Management, LLC | 10,862 | $1.74M | 0.26% | −233−2.1% | Reduced |