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, Q2 2024
Institutional positions in Fiserv Inc as of Jun 30, 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
- 1,669
- +47 vs. Q1 2024
- Shares held
- 519.0M
- −12.7M (−2.4%) vs. Q1 2024
- Total value
- $77.4B
- −$7.42B (−8.7%) vs. Q1 2024
- New holders
- 139
- 642 more added
- Sold out
- 92
- 620 more reduced
24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $149 | 0.00% | −7−87.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $149 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $447 | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 4 | $596 | 0.00% | +2+100.0% | Added |
| Rosenberg Matthew Hamilton | 6 | $883 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10 | $1.49K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 13 | $1.94K | 0.00% | −40−75.5% | Reduced |
| POM Investment Strategies, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $2.38K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $2.53K | 0.00% | −411−96.0% | Reduced |
| Fairway Wealth LLC | 20 | $2.98K | 0.00% | +20 | New |
| New Millennium Group LLC | 21 | $3.13K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 21 | $3.25K | 0.00% | +12+133.3% | Added |
| Planning Capital Management Corp | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 25 | $3.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $3.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $4.17K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 28 | $4.17K | 0.00% | +13+86.7% | Added |
| Sunbelt Securities, Inc. | 29 | $4.32K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $4.47K | 0.00% | −38−55.9% | Reduced |
| Clean Yield Group | 32 | $4.77K | 0.00% | +32 | New |
| Emfo, LLC | 33 | $4.92K | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 34 | $5.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 37 | $5.51K | 0.00% | −100−73.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $5.66K | 0.00% | +6+18.8% | Added |
| Hobbs Group Advisors, LLC | 38 | $5.66K | 0.00% | +38 | New |
| Stone House Investment Management, LLC | 40 | $5.96K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 40 | $5.96K | 0.00% | +40 | New |
| Valley National Advisers Inc | 44 | $6.00K | 0.00% | +5+12.8% | Added |
| Bogart Wealth, LLC | 42 | $6.26K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 44 | $6.56K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $7.00K | 0.00% | +9+18.8% | Added |
| Salomon & Ludwin, LLC | 49 | $7.30K | 0.00% | −300−86.0% | Reduced |
| Your Advocates Ltd., LLP | 50 | $7.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $7.60K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 55 | $8.20K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 63 | $9.39K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $9.39K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 63 | $9.44K | 0.01% | +12+23.5% | Added |
| REAP Financial Group, LLC | 65 | $9.65K | 0.00% | −3−4.4% | Reduced |
| Red Tortoise LLC | 67 | $9.99K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 78 | $11.6K | 0.01% | +78 | New |
| Tortoise Investment Management, LLC | 80 | $11.9K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 80 | $11.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $12.8K | 0.00% | −1−1.1% | Reduced |
| Delta Asset Management LLC | 90 | $13.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $13.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 91 | $13.6K | 0.00% | +30+49.2% | Added |
| Proffitt & Goodson Inc | 91 | $13.6K | 0.00% | +91 | New |
| Aspect Partners, LLC | 93 | $13.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 97 | $14.5K | 0.00% | +97 | New |
| Pineridge Advisors LLC | 98 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $14.9K | 0.00% | −56−35.9% | Reduced |
| Godsey & Gibb Associates | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $15.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $16.4K | 0.00% | −2−1.8% | Reduced |
| Main Street Group, LTD | 118 | $17.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 119 | $17.7K | 0.00% | +105+750.0% | Added |
| West Branch Capital LLC | 120 | $17.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.9K | 0.01% | −3−2.4% | Reduced |
| TSFG, LLC | 126 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 129 | $19.2K | 0.03% | −5−3.7% | Reduced |
| Grove Bank & Trust | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 137 | $20.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 138 | $20.6K | 0.01% | −98−41.5% | Reduced |
| Altshuler Shaham Ltd | 139 | $20.7K | 0.00% | +139 | New |
| Benjamin Edwards Inc | 143 | $21.0K | 0.00% | +17+13.5% | Added |
| Hanson & Doremus Investment Management | 140 | $21.0K | 0.00% | +60+75.0% | Added |
| MCF Advisors LLC | 144 | $21.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 146 | $21.8K | 0.01% | +116+386.7% | Added |
| Boyd Watterson Asset Management LLC | 149 | $22.2K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 152 | $22.7K | 0.00% | +152 | New |
| Sachetta, LLC | 143 | $23.3K | 0.01% | +61+74.4% | Added |
| Redwood Wealth Management Group, LLC | 157 | $23.4K | 0.02% | +157 | New |
| Painted Porch Advisors LLC | 167 | $24.9K | 0.01% | +167 | New |
| Ancora Advisors, LLC | 179 | $26.7K | 0.00% | −213−54.3% | Reduced |
| Wiser Advisor Group LLC | 190 | $28.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $28.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $29.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $29.8K | 0.00% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $30.4K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 206 | $30.7K | 0.01% | +206 | New |
| Clear Point Advisors Inc. | 220 | $32.8K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $32.9K | 0.01% | +45+25.6% | Added |
| Private Wealth Management Group, LLC | 223 | $33.2K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 226 | $33.7K | 0.02% | −17−7.0% | Reduced |
| Redmont Wealth Advisors LLC | 231 | $34.4K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $34.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 237 | $35.3K | 0.01% | −989−80.7% | Reduced |