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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 10,834 | $1.73M | 0.34% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,811 | $1.73M | 0.02% | +1,102+11.4% | Added |
| Central Pacific Bank - Trust Division | 10,884 | $1.73M | 0.21% | +10,884 | New |
| Oliver Lagore Vanvalin Investment Group | 10,594 | $1.69M | 0.51% | +1,223+13.1% | Added |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.80% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,527 | $1.68M | 0.03% | −15,314−59.3% | Reduced |
| Ifrah Financial Services, Inc. | 10,480 | $1.67M | 0.47% | −210−2.0% | Reduced |
| Allianz SE | 10,466 | $1.67M | 0.05% | +10,466 | New |
| DoubleLine ETF Adviser LP | 10,453 | $1.67M | 0.43% | +395+3.9% | Added |
| City Holding Co | 10,407 | $1.66M | 0.25% | +415+4.2% | Added |
| Jacobi Capital Management LLC | 10,405 | $1.66M | 0.15% | +11+0.1% | Added |
| Embree Financial Group | 10,270 | $1.64M | 0.32% | −3,600−26.0% | Reduced |
| Palouse Capital Management, Inc. | 10,241 | $1.64M | 1.08% | −625−5.8% | Reduced |
| ICW Investment Advisors LLC | 10,176 | $1.63M | 0.72% | +367+3.7% | Added |
| Dorchester Wealth Management Co | 10,037 | $1.60M | 0.29% | −115−1.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,000 | $1.60M | 0.34% | +10,000 | New |
| Boston Private Wealth LLC | 9,982 | $1.60M | 0.04% | +161+1.6% | Added |
| Pflug Koory, LLC | 9,965 | $1.59M | 0.78% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 9,963 | $1.59M | 0.15% | −1,393−12.3% | Reduced |
| Merit Financial Group, LLC | 10,661 | $1.59M | 0.04% | +2,716+34.2% | Added |
| Johnson Investment Counsel Inc | 9,927 | $1.59M | 0.02% | −348−3.4% | Reduced |
| Global Retirement Partners, LLC | 9,921 | $1.59M | 0.06% | +689+7.5% | Added |
| Harbour Investments, Inc. | 9,874 | $1.58M | 0.06% | +1,694+20.7% | Added |
| Pitcairn Co | 9,831 | $1.57M | 0.10% | +425+4.5% | Added |
| Manchester Capital Management LLC | 9,782 | $1.56M | 0.19% | +73+0.8% | Added |
| GAMMA Investing LLC | 9,765 | $1.56M | 0.32% | +1,308+15.5% | Added |
| Montecito Bank & Trust | 9,750 | $1.56M | 0.31% | −641−6.2% | Reduced |
| Smithfield Trust Co | 9,723 | $1.55M | 0.08% | −338−3.4% | Reduced |
| Signature Wealth Management Group | 10,249 | $1.52M | 0.69% | +561+5.8% | Added |
| Meeder Advisory Services, Inc. | 9,509 | $1.52M | 0.15% | +286+3.1% | Added |
| Clearstead Advisors, LLC | 9,915 | $1.52M | 0.08% | −265−2.6% | Reduced |
| Sabal Trust CO | 9,495 | $1.52M | 0.09% | −14−0.1% | Reduced |
| Callahan Advisors, LLC | 9,485 | $1.52M | 0.16% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,468 | $1.51M | 0.05% | +305+3.3% | Added |
| Avantax Advisory Services, Inc. | 9,437 | $1.51M | 0.01% | −851−8.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.51M | 0.49% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,388 | $1.50M | 0.04% | +450+5.0% | Added |
| First Interstate Bank | 9,357 | $1.50M | 0.10% | −138−1.5% | Reduced |
| Lionsbridge Wealth Management LLC | 9,343 | $1.49M | 1.15% | −183−1.9% | Reduced |
| SpiderRock Advisors, LLC | 9,725 | $1.48M | 0.05% | +9,725 | New |
| Profund Advisors LLC | 9,235 | $1.48M | 0.06% | +1,164+14.4% | Added |
| Moody National Bank Trust Division | 9,194 | $1.47M | 0.12% | +37+0.4% | Added |
| Darwin Advisors, LLC | 9,127 | $1.46M | 0.41% | −1,183−11.5% | Reduced |
| Knollwood Investment Advisory, LLC | 9,050 | $1.45M | 0.26% | 00.0% | Unchanged |
| Boston Partners | 9,049 | $1.45M | 0.00% | −732−7.5% | Reduced |
| Qtron Investments LLC | 9,031 | $1.44M | 0.20% | +331+3.8% | Added |
| Secure Asset Management, LLC | 8,907 | $1.42M | 0.33% | −89−1.0% | Reduced |
| Financial Advocates Investment Management | 8,885 | $1.42M | 0.08% | −1,075−10.8% | Reduced |
| Arcataur Capital Management LLC | 8,884 | $1.42M | 0.51% | −55−0.6% | Reduced |
| Washington Trust Co | 8,843 | $1.41M | 0.05% | −50−0.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.41M | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 8,812 | $1.41M | 0.36% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 8,772 | $1.40M | 0.97% | −117−1.3% | Reduced |
| Evoke Wealth, LLC | 8,745 | $1.40M | 0.04% | +8,745 | New |
| Guardian Capital LP | 8,735 | $1.40M | 0.05% | −75−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 8,730 | $1.40M | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 8,711 | $1.39M | 0.05% | +100+1.2% | Added |
| Green Harvest Asset Management LLC | 8,690 | $1.39M | 0.03% | +10+0.1% | Added |
| Lebenthal Global Advisors, LLC | 8,673 | $1.39M | 0.31% | +20+0.2% | Added |
| Brown Brothers Harriman & Co | 8,595 | $1.37M | 0.01% | −516−5.7% | Reduced |
| Archford Capital Strategies, LLC | 8,582 | $1.37M | 0.23% | −75−0.9% | Reduced |
| Dean Investment Associates, LLC | 8,544 | $1.37M | 0.19% | −882−9.4% | Reduced |
| Dynamic Advisor Solutions LLC | 8,518 | $1.36M | 0.05% | +413+5.1% | Added |
| Wayfinding Financial, LLC | 8,826 | $1.35M | 0.79% | +53+0.6% | Added |
| Change Path, LLC | 8,450 | $1.35M | 0.05% | +2,360+38.8% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.35M | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,397 | $1.34M | 0.46% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,401 | $1.34M | 0.13% | −5,623−40.1% | Reduced |
| Independent Advisor Alliance | 8,350 | $1.33M | 0.05% | +279+3.5% | Added |
| Regal Investment Advisors LLC | 8,322 | $1.33M | 0.09% | +97+1.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $1.30M | 0.61% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,119 | $1.30M | 0.14% | −206−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 8,099 | $1.29M | 0.02% | +1,299+19.1% | Added |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.29M | 0.02% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 8,045 | $1.29M | 0.03% | −19−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,043 | $1.29M | 0.46% | −285−3.4% | Reduced |
| Mitchell Capital Management Co | 8,002 | $1.28M | 0.25% | −520−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,930 | $1.27M | 0.03% | +844+11.9% | Added |
| Grimes & Company, Inc. | 7,913 | $1.26M | 0.04% | −601−7.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,856 | $1.26M | 0.13% | −2,388−23.3% | Reduced |
| HighPoint Advisor Group LLC | 8,093 | $1.24M | 0.09% | +33+0.4% | Added |
| Groupama Asset Managment | 3,725 | $1.23M | 0.02% | −5,009−57.4% | Reduced |
| Intelligence Driven Advisers, LLC | 7,665 | $1.23M | 0.18% | −1,000−11.5% | Reduced |
| Unique Wealth, LLC | 7,656 | $1.22M | 0.35% | +1,960+34.4% | Added |
| First Nebraska Trust Co | 7,635 | $1.22M | 0.13% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,628 | $1.22M | 0.02% | +1,199+18.6% | Added |
| Stratos Wealth Partners, LTD. | 7,611 | $1.22M | 0.02% | −737−8.8% | Reduced |
| Stevard, LLC | 7,600 | $1.21M | 1.09% | 00.0% | Unchanged |
| Peoples Bank | 7,590 | $1.21M | 0.68% | −80−1.0% | Reduced |
| True North Advisors, LLC | 7,563 | $1.21M | 0.33% | +5+0.1% | Added |
| Miracle Mile Advisors, LLC | 7,553 | $1.21M | 0.03% | +263+3.6% | Added |
| Chicago Trust Co NA | 7,540 | $1.21M | 0.25% | +38+0.5% | Added |
| Legend Financial Advisors, Inc. | 7,526 | $1.20M | 0.87% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,524 | $1.20M | 0.20% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 8,165 | $1.20M | 0.06% | +8,165 | New |
| Equitable Holdings, Inc. | 7,504 | $1.20M | 0.01% | +1,276+20.5% | Added |
| Meritage Portfolio Management | 7,493 | $1.20M | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,477 | $1.19M | 0.05% | +531+7.6% | Added |
| JGP Wealth Management, LLC | 7,476 | $1.19M | 0.17% | +4,039+117.5% | Added |
| Abacus Planning Group, Inc. | 7,407 | $1.18M | 0.23% | 00.0% | Unchanged |