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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 20,100 | $3.00M | 1.45% | −804−3.8% | Reduced |
| Ellenbecker Investment Group | 20,132 | $3.00M | 0.60% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 20,192 | $3.01M | 0.24% | −20−0.1% | Reduced |
| Davidson Capital Management Inc. | 20,203 | $3.01M | 0.93% | +1,894+10.3% | Added |
| Everence Capital Management Inc | 19,746 | $3.02M | 0.21% | 00.0% | Unchanged |
| Albert D Mason Inc | 20,266 | $3.02M | 2.04% | +30.0% | Added |
| Empirical Finance, LLC | 20,276 | $3.02M | 0.19% | −1,321−6.1% | Reduced |
| Apollon Wealth Management, LLC | 20,286 | $3.02M | 0.09% | +2,429+13.6% | Added |
| Acadian Asset Management LLC | 20,405 | $3.04M | 0.01% | −36,240−64.0% | Reduced |
| Siemens Fonds Invest GmbH | 20,461 | $3.05M | 0.23% | −111−0.5% | Reduced |
| Park Avenue Securities LLC | 20,524 | $3.06M | 0.04% | +1,619+8.6% | Added |
| Norinchukin Bank, The | 20,532 | $3.06M | 0.09% | +502+2.5% | Added |
| Mission Wealth Management, LP | 20,536 | $3.06M | 0.08% | +60+0.3% | Added |
| SYSTM Wealth Solutions LLC | 20,582 | $3.07M | 0.68% | +5,379+35.4% | Added |
| Plato Investment Management Ltd | 20,711 | $3.09M | 0.29% | +204+1.0% | Added |
| Hohimer Wealth Management, LLC | 20,734 | $3.09M | 0.72% | −609−2.9% | Reduced |
| Private Advisor Group, LLC | 20,821 | $3.10M | 0.02% | +881+4.4% | Added |
| Omers Administration Corp | 20,831 | $3.10M | 0.03% | +20,831 | New |
| Veriti Management LLC | 20,895 | $3.11M | 0.19% | +3,974+23.5% | Added |
| Wisconsin Capital Management LLC | 21,105 | $3.15M | 1.59% | +6,000+39.7% | Added |
| GWM Advisors LLC | 21,183 | $3.16M | 0.02% | −3,669−14.8% | Reduced |
| Verition Fund Management LLC | 21,192 | $3.16M | 0.02% | +15,379+264.6% | Added |
| Prelude Capital Management, LLC | 21,338 | $3.18M | 0.27% | −2,221−9.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,408 | $3.19M | 0.17% | +21,408 | New |
| Birch Capital Management, LLC | 21,433 | $3.19M | 1.66% | +652+3.1% | Added |
| Cornerstone Advisors, LLC | 21,500 | $3.20M | 0.13% | −9,700−31.1% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $3.21M | 0.06% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 21,739 | $3.24M | 0.02% | +8,369+62.6% | Added |
| NEOS Investment Management LLC | 21,899 | $3.26M | 0.13% | +6,972+46.7% | Added |
| Horizon Investment Services, LLC | 21,918 | $3.27M | 1.54% | +54+0.2% | Added |
| Anderson Hoagland & Co | 21,630 | $3.27M | 0.34% | −3,102−12.5% | Reduced |
| Baldwin Investment Management, LLC | 21,945 | $3.27M | 0.45% | −25−0.1% | Reduced |
| Moors & Cabot, Inc. | 21,950 | $3.27M | 0.17% | −585−2.6% | Reduced |
| Capital Analysts, LLC | 21,990 | $3.28M | 0.14% | +1,369+6.6% | Added |
| Man Group plc | 22,044 | $3.29M | 0.01% | +5,536+33.5% | Added |
| Avantax Advisory Services, Inc. | 22,064 | $3.29M | 0.02% | +12,627+133.8% | Added |
| Forge First Asset Management Inc. | 22,200 | $3.31M | 1.40% | −950−4.1% | Reduced |
| Trust Co of Oklahoma | 22,247 | $3.32M | 1.16% | +709+3.3% | Added |
| Paloma Partners Management Co | 22,361 | $3.33M | 0.29% | −2,763−11.0% | Reduced |
| Peddock Capital Advisors, LLC | 22,415 | $3.34M | 0.86% | −2,178−8.9% | Reduced |
| Graphene Investments SAS | 22,500 | $3.35M | 2.11% | +22,500 | New |
| Metis Global Partners, LLC | 22,566 | $3.36M | 0.12% | −970−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 22,666 | $3.38M | 0.04% | +22,666 | New |
| AMG National Trust Bank | 22,678 | $3.38M | 0.09% | −367−1.6% | Reduced |
| Geneva Partners, LLC | 22,721 | $3.39M | 1.39% | +5,682+33.3% | Added |
| Van Eck Associates Corp | 22,980 | $3.42M | 0.00% | +1,117+5.1% | Added |
| Alpha Cubed Investments, LLC | 23,099 | $3.44M | 0.16% | −4,238−15.5% | Reduced |
| Becker Capital Management Inc | 23,135 | $3.45M | 0.12% | +23,135 | New |
| Brown, Lisle/Cummings, Inc. | 23,150 | $3.45M | 1.12% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 23,321 | $3.48M | 0.51% | −15−0.1% | Reduced |
| Agate Pass Investment Management, LLC | 23,324 | $3.48M | 1.85% | −482−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 23,599 | $3.52M | 0.09% | +1,392+6.3% | Added |
| Indiana Trust & Investment Management CO | 23,859 | $3.56M | 1.31% | −932−3.8% | Reduced |
| Fulton Bank, N.A. | 23,875 | $3.56M | 0.14% | −1,220−4.9% | Reduced |
| Timber Creek Capital Management LLC | 23,944 | $3.57M | 1.08% | +105+0.4% | Added |
| JB Capital LLC | 23,967 | $3.57M | 0.22% | +344+1.5% | Added |
| Blume Capital Management, Inc. | 24,069 | $3.59M | 0.87% | −200−0.8% | Reduced |
| ClariVest Asset Management LLC | 24,107 | $3.59M | 0.37% | −207−0.9% | Reduced |
| Principal Securities, Inc. | 24,160 | $3.60M | 0.10% | +3,265+15.6% | Added |
| Vinva Investment Management Ltd | 24,330 | $3.63M | 0.19% | +1,564+6.9% | Added |
| First Financial Bank - Trust Division | 24,440 | $3.64M | 0.36% | +2,598+11.9% | Added |
| Jag Capital Management, LLC | 24,462 | $3.65M | 0.50% | −60−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 24,986 | $3.72M | 0.02% | +8,847+54.8% | Added |
| Keeler Thomas Management LLC | 25,111 | $3.76M | 1.28% | −267−1.1% | Reduced |
| BancorpSouth Bank | 25,225 | $3.76M | 0.28% | 00.0% | Unchanged |
| First National Advisers, LLC | 25,279 | $3.77M | 0.69% | +237+0.9% | Added |
| CWM, LLC | 25,374 | $3.78M | 0.02% | +2,098+9.0% | Added |
| Ashton Thomas Securities, LLC | 25,073 | $3.79M | 0.92% | +25,073 | New |
| E. Ohman J:or Asset Management AB | 25,600 | $3.82M | 0.09% | +1,100+4.5% | Added |
| Ameritas Advisory Services, LLC | 25,670 | $3.83M | 0.14% | +269+1.1% | Added |
| Meridian Wealth Advisors, LLC | 25,775 | $3.84M | 0.69% | +125+0.5% | Added |
| Ascent Group, LLC | 26,384 | $3.93M | 0.32% | +3,146+13.5% | Added |
| FFT Wealth Management LLC | 26,485 | $3.95M | 0.35% | 00.0% | Unchanged |
| Graypoint LLC | 26,599 | $3.96M | 0.27% | −660−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 26,601 | $3.96M | 0.06% | 00.0% | Unchanged |
| Capital City Trust Co | 26,946 | $4.02M | 1.09% | +116+0.4% | Added |
| National Bank of Canada | 27,362 | $4.02M | 0.01% | −166−0.6% | Reduced |
| HB Wealth Management, LLC | 27,066 | $4.03M | 0.05% | −373−1.4% | Reduced |
| VisionPoint Advisory Group, LLC | 27,370 | $4.08M | 1.45% | +2,296+9.2% | Added |
| Advisory Services Network, LLC | 27,427 | $4.09M | 0.08% | +270+1.0% | Added |
| Clayton Partners LLC | 27,786 | $4.14M | 3.33% | −329−1.2% | Reduced |
| Fiduciary Trust Co | 27,845 | $4.15M | 0.06% | +1,552+5.9% | Added |
| South State Corp. | 27,916 | $4.16M | 0.30% | +163+0.6% | Added |
| Wellington Management Group LLP | 27,976 | $4.17M | 0.00% | +10,409+59.3% | Added |
| Dempze Nancy E | 28,084 | $4.19M | 2.87% | +85+0.3% | Added |
| EagleClaw Capital Managment, LLC | 28,085 | $4.19M | 0.75% | −100−0.4% | Reduced |
| Taylor Financial Group, Inc. | 28,242 | $4.21M | 3.23% | −100−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,439 | $4.24M | 0.22% | −25−0.1% | Reduced |
| Horan Capital Advisors, LLC. | 28,463 | $4.24M | 1.49% | +30+0.1% | Added |
| Robbins Farley LLC | 28,514 | $4.25M | 2.26% | +6,244+28.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,580 | $4.26M | 0.05% | +805+2.9% | Added |
| Ami Investment Management Inc | 28,588 | $4.26M | 1.49% | −1,904−6.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,590 | $4.26M | 0.01% | +1,487+5.5% | Added |
| Resources Investment Advisors, LLC. | 28,866 | $4.30M | 0.05% | −32,452−52.9% | Reduced |
| Avanda Investment Management Pte. Ltd. | 29,467 | $4.39M | 0.66% | −12,790−30.3% | Reduced |
| United Capital Financial Advisers, LLC | 29,482 | $4.39M | 0.04% | −1,391−4.5% | Reduced |
| Stephens Inc | 29,651 | $4.42M | 0.07% | −1,350−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,732 | $4.43M | 0.07% | −11,829−28.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,826 | $4.45M | 0.19% | −896−2.9% | Reduced |
| First National Bank of Omaha | 29,850 | $4.45M | 0.29% | +9,560+47.1% | Added |