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 |
|---|---|---|---|---|---|
| Bamco Inc | 13,300 | $1.98M | 0.01% | +87+0.7% | Added |
| MTM Investment Management, LLC | 13,312 | $1.98M | 0.81% | −133−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,327 | $1.99M | 0.51% | +228+1.7% | Added |
| Veracity Capital LLC | 13,358 | $1.99M | 0.83% | −447−3.2% | Reduced |
| Hardy Reed LLC | 13,378 | $1.99M | 0.20% | +13,378 | New |
| Mill Creek Capital Advisors, LLC | 13,414 | $2.00M | 0.05% | +84+0.6% | Added |
| Roundview Capital LLC | 13,422 | $2.00M | 0.16% | +291+2.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,470 | $2.01M | 0.79% | +635+4.9% | Added |
| Wedbush Securities Inc | 13,475 | $2.01M | 0.07% | −499−3.6% | Reduced |
| Weiss Asset Management LP | 13,484 | $2.01M | 0.10% | +13,484 | New |
| Cullen Investment Group, Ltd. | 13,542 | $2.02M | 0.32% | +38+0.3% | Added |
| Buttonwood Financial Advisors Inc. | 13,605 | $2.03M | 0.96% | −659−4.6% | Reduced |
| Sequoia Financial Advisors, LLC | 13,616 | $2.03M | 0.02% | +517+3.9% | Added |
| Thoroughbred Financial Services, LLC | 13,758 | $2.05M | 0.14% | +5,357+63.8% | Added |
| Signaturefd, LLC | 13,803 | $2.06M | 0.04% | +85+0.6% | Added |
| Fayez Sarofim & Co | 13,844 | $2.06M | 0.01% | +400+3.0% | Added |
| We Are One Seven, LLC | 13,863 | $2.07M | 0.10% | −822−5.6% | Reduced |
| Passumpsic Savings Bank | 13,871 | $2.07M | 1.48% | −5,639−28.9% | Reduced |
| Legato Capital Management LLC | 13,893 | $2.07M | 0.28% | −3,120−18.3% | Reduced |
| Davenport & Co LLC | 14,080 | $2.10M | 0.01% | +81+0.6% | Added |
| Liontrust Investment Partners LLP | 14,109 | $2.10M | 0.03% | −148,508−91.3% | Reduced |
| Harrell Investment Partners, LLC | 14,184 | $2.11M | 0.61% | +205+1.5% | Added |
| Hamilton Capital Partners Inc. | 14,297 | $2.13M | 0.23% | +1,868+15.0% | Added |
| SpiderRock Advisors, LLC | 14,326 | $2.14M | 0.06% | +4,601+47.3% | Added |
| Cooper Financial Group | 14,399 | $2.15M | 0.32% | +12,156+542.0% | Added |
| Umb Bank N A | 14,421 | $2.15M | 0.04% | −178−1.2% | Reduced |
| Palumbo Wealth Management LLC | 14,440 | $2.15M | 0.91% | +1,052+7.9% | Added |
| Engineers Gate Manager LP | 14,506 | $2.16M | 0.05% | +14,506 | New |
| Harbor Investment Advisory, LLC | 14,515 | $2.16M | 0.23% | −69−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,800 | $2.21M | 0.05% | +14,800 | New |
| Burney Co | 14,863 | $2.22M | 0.08% | −83−0.6% | Reduced |
| Kendall Capital Management | 14,878 | $2.22M | 0.74% | +230+1.6% | Added |
| Wetherby Asset Management Inc | 14,952 | $2.23M | 0.11% | −351−2.3% | Reduced |
| Palisade Asset Management, LLC | 15,002 | $2.24M | 0.23% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,063 | $2.24M | 0.16% | +5,554+58.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,190 | $2.26M | 0.01% | +11,059+267.7% | Added |
| Fairbanks Capital Management, Inc. | 15,226 | $2.27M | 1.49% | +222+1.5% | Added |
| CAPROCK Group, Inc. | 15,250 | $2.27M | 0.09% | +2,090+15.9% | Added |
| Tokio Marine Asset Management Co Ltd | 15,310 | $2.28M | 0.11% | +469+3.2% | Added |
| Integrated Wealth Concepts LLC | 15,388 | $2.29M | 0.03% | +1,890+14.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,509 | $2.31M | 0.19% | −300−1.9% | Reduced |
| HighVista Strategies LLC | 15,553 | $2.32M | 0.85% | +2,900+22.9% | Added |
| Ostrum Asset Management | 15,686 | $2.34M | 0.20% | +246+1.6% | Added |
| Aviso Financial Inc. | 15,831 | $2.36M | 0.13% | +15,831 | New |
| Fiduciary Family Office, LLC | 15,849 | $2.36M | 0.93% | +515+3.4% | Added |
| Squarepoint Ops LLC | 15,856 | $2.36M | 0.01% | −421−2.6% | Reduced |
| Arvest Investments, Inc. | 15,871 | $2.37M | 0.38% | −108−0.7% | Reduced |
| Citadel Advisors LLC | 15,961 | $2.38M | 0.00% | +15,961 | New |
| North Star Investment Management Corp. | 16,018 | $2.39M | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,136 | $2.40M | 0.02% | +10,298+176.4% | Added |
| Sumitomo Life Insurance Co | 16,151 | $2.41M | 0.06% | +12,601+355.0% | Added |
| Laurion Capital Management LP | 16,363 | $2.44M | 0.08% | +16,363 | New |
| Alpine Woods Capital Investors, LLC | 16,375 | $2.44M | 0.38% | −50−0.3% | Reduced |
| First Horizon Advisors, Inc. | 16,444 | $2.45M | 0.07% | −507−3.0% | Reduced |
| Turtle Creek Asset Management Inc. | 16,500 | $2.46M | 0.06% | +2,000+13.8% | Added |
| Buckingham Strategic Wealth, LLC | 16,520 | $2.46M | 0.03% | −988−5.6% | Reduced |
| United Services Automobile Association | 16,534 | $2.46M | 0.06% | −112−0.7% | Reduced |
| Vident Advisory, LLC | 16,571 | $2.47M | 0.07% | +4,257+34.6% | Added |
| WESCAP Management Group, Inc. | 16,624 | $2.48M | 0.70% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 17,042 | $2.51M | 0.43% | +17,042 | New |
| Pinnacle Associates Ltd | 16,910 | $2.52M | 0.04% | +50.0% | Added |
| GTS Securities LLC | 17,005 | $2.53M | 0.05% | +5,148+43.4% | Added |
| Harbor Capital Advisors, Inc. | 17,139 | $2.55M | 0.19% | +1,402+8.9% | Added |
| Magellan Asset Management Ltd | 17,175 | $2.56M | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,205 | $2.56M | 0.02% | +12,413+259.0% | Added |
| Twin Capital Management Inc | 17,229 | $2.57M | 0.30% | +55+0.3% | Added |
| Portfolio Design Labs, LLC | 17,262 | $2.57M | 0.79% | +3,000+21.0% | Added |
| Edgestream Partners, L.P. | 17,324 | $2.58M | 0.12% | +15,355+779.8% | Added |
| Argyle Capital Management Inc. | 17,488 | $2.61M | 1.07% | −700−3.8% | Reduced |
| Savant Capital, LLC | 17,913 | $2.67M | 0.03% | +567+3.3% | Added |
| Axxcess Wealth Management, LLC | 18,245 | $2.72M | 0.07% | −741−3.9% | Reduced |
| Berger Financial Group, Inc | 18,340 | $2.73M | 0.22% | +25+0.1% | Added |
| Simplicity Wealth,LLC | 18,397 | $2.74M | 0.06% | +673+3.8% | Added |
| Bleakley Financial Group, LLC | 18,399 | $2.74M | 0.08% | +624+3.5% | Added |
| Hall Laurie J Trustee | 18,455 | $2.75M | 0.96% | −10−0.1% | Reduced |
| Bridges Investment Management Inc | 18,507 | $2.76M | 0.04% | +11,732+173.2% | Added |
| Atria Wealth Solutions, Inc. | 18,542 | $2.76M | 0.03% | +493+2.7% | Added |
| Barry Investment Advisors, LLC | 18,613 | $2.77M | 0.93% | −1,266−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,621 | $2.78M | 0.07% | −424−2.2% | Reduced |
| National Asset Management, Inc. | 18,668 | $2.78M | 0.07% | +813+4.6% | Added |
| Robinson Value Management, Ltd. | 18,700 | $2.79M | 1.94% | −958−4.9% | Reduced |
| Gabelli Funds LLC | 18,800 | $2.80M | 0.02% | −1,100−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,872 | $2.81M | 0.19% | −935−4.7% | Reduced |
| Silphium Asset Management Ltd | 18,888 | $2.82M | 1.35% | 00.0% | Unchanged |
| Marex Group plc | 18,889 | $2.82M | 0.08% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 18,947 | $2.82M | 0.29% | −1,258−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,111 | $2.85M | 0.02% | −209,013−91.6% | Reduced |
| Investment Management Corp of Ontario | 19,143 | $2.85M | 0.08% | +3,400+21.6% | Added |
| Penobscot Investment Management Company, Inc. | 19,177 | $2.86M | 0.28% | +5,195+37.2% | Added |
| Raymond James Trust N.A. | 19,207 | $2.86M | 0.07% | +125+0.7% | Added |
| Central Trust Co | 19,210 | $2.86M | 0.07% | −933−4.6% | Reduced |
| KLCM Advisors, Inc. | 19,223 | $2.86M | 0.35% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 19,376 | $2.89M | 1.29% | 00.0% | Unchanged |
| Consolidated Planning Corp | 19,409 | $2.89M | 0.48% | +1,333+7.4% | Added |
| LaFleur & Godfrey LLC | 19,461 | $2.90M | 0.43% | −483−2.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 19,595 | $2.92M | 0.98% | −140−0.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,658 | $2.93M | 1.31% | +441+2.3% | Added |
| Altrafin AG | 20,000 | $2.98M | 1.10% | 00.0% | Unchanged |
| BDF-Gestion | 20,000 | $2.98M | 0.29% | +20,000 | New |
| Chartwell Investment Partners, LLC | 20,035 | $2.99M | 0.10% | −182−0.9% | Reduced |