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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 29,882 | $4.45M | 0.22% | +29,882 | New |
| Brevan Howard Capital Management LP | 29,894 | $4.46M | 0.29% | +29,894 | New |
| New Mexico Educational Retirement Board | 30,216 | $4.50M | 0.16% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 30,419 | $4.53M | 1.33% | −145−0.5% | Reduced |
| Meridian Management Co | 30,521 | $4.55M | 1.25% | −180−0.6% | Reduced |
| Toroso Investments, LLC | 30,796 | $4.59M | 0.06% | −5,403−14.9% | Reduced |
| Otter Creek Advisors, LLC | 30,827 | $4.59M | 2.98% | +2,827+10.1% | Added |
| Glenview Trust Co | 31,177 | $4.65M | 0.09% | −203−0.6% | Reduced |
| Magnetar Financial LLC | 31,309 | $4.67M | 0.10% | +31,309 | New |
| Keel Point, LLC | 28,872 | $4.69M | 0.42% | −1,830−6.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $4.70M | 0.74% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 31,795 | $4.74M | 0.12% | −2,120−6.3% | Reduced |
| Nemes Rush Group LLC | 31,831 | $4.74M | 0.65% | +1,335+4.4% | Added |
| Soros Capital Management LLC | 31,913 | $4.76M | 2.60% | +7,353+29.9% | Added |
| Bull Street Advisors, LLC | 32,310 | $4.82M | 2.32% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 32,414 | $4.83M | 0.24% | +9,414+40.9% | Added |
| Ieq Capital, LLC | 32,422 | $4.83M | 0.07% | +2,366+7.9% | Added |
| Assetmark, Inc | 32,513 | $4.85M | 0.01% | +3,096+10.5% | Added |
| Argent Trust Co | 32,686 | $4.87M | 0.21% | −1,207−3.6% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $4.92M | 0.90% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 33,100 | $4.93M | 0.10% | −1,800−5.2% | Reduced |
| Buffington Mohr McNeal | 33,168 | $4.94M | 0.87% | −2,541−7.1% | Reduced |
| SFE Investment Counsel | 33,337 | $4.97M | 1.10% | −979−2.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 33,441 | $4.98M | 0.17% | +1,395+4.4% | Added |
| Securian Asset Management, Inc | 33,643 | $5.01M | 0.15% | −1,707−4.8% | Reduced |
| Wealthfront Advisers LLC | 33,755 | $5.03M | 0.02% | +3,799+12.7% | Added |
| Snowden Capital Advisors LLC | 33,836 | $5.04M | 0.15% | −1,110−3.2% | Reduced |
| Nilsine Partners, LLC | 34,039 | $5.07M | 0.68% | +240+0.7% | Added |
| Bey-Douglas LLC | 32,775 | $5.09M | 4.71% | +352+1.1% | Added |
| Quantinno Capital Management LP | 34,250 | $5.10M | 0.09% | +3,999+13.2% | Added |
| Nicollet Investment Management, Inc. | 34,279 | $5.11M | 1.91% | −52−0.2% | Reduced |
| CenterBook Partners LP | 34,871 | $5.20M | 0.32% | +1,255+3.7% | Added |
| Tower Research Capital LLC (TRC) | 34,872 | $5.20M | 0.09% | +11,047+46.4% | Added |
| Anchor Investment Management, LLC | 34,966 | $5.21M | 0.54% | +695+2.0% | Added |
| D L Carlson Investment Group Inc | 35,356 | $5.27M | 1.02% | +10,894+44.5% | Added |
| DF Dent & Co Inc | 35,357 | $5.27M | 0.07% | −1,354−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 35,421 | $5.28M | 0.96% | +153+0.4% | Added |
| Harber Asset Management LLC | 35,520 | $5.29M | 1.41% | −17,359−32.8% | Reduced |
| Compass Wealth Management LLC | 35,834 | $5.34M | 1.32% | −490−1.3% | Reduced |
| Stone Run Capital, LLC | 35,950 | $5.36M | 2.14% | −2,050−5.4% | Reduced |
| Geneos Wealth Management Inc. | 36,158 | $5.39M | 0.24% | −1,803−4.7% | Reduced |
| First Business Financial Services, Inc. | 36,173 | $5.39M | 0.57% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 36,263 | $5.40M | 0.06% | −32,479−47.2% | Reduced |
| Gsa Capital Partners LLP | 36,288 | $5.41M | 0.38% | +33,206+1,077.4% | Added |
| Brookstone Capital Management | 34,379 | $5.43M | 0.09% | +7,619+28.5% | Added |
| MAI Capital Management | 36,856 | $5.49M | 0.05% | +1,175+3.3% | Added |
| Reynders McVeigh Capital Management, LLC | 36,898 | $5.50M | 0.31% | −514−1.4% | Reduced |
| Matrix Asset Advisors Inc | 37,108 | $5.53M | 0.66% | −690−1.8% | Reduced |
| First Western Trust Bank | 37,133 | $5.53M | 0.26% | −7,500−16.8% | Reduced |
| Eley Financial Management, Inc | 37,387 | $5.57M | 2.36% | −94−0.3% | Reduced |
| Hartford Investment Management Co | 37,541 | $5.60M | 0.19% | −1,276−3.3% | Reduced |
| Carmel Capital Management L.L.C. | 37,545 | $5.60M | 2.18% | +55+0.1% | Added |
| Baxter Bros Inc | 37,926 | $5.65M | 0.74% | −31−0.1% | Reduced |
| TownSquare Capital, LLC | 38,180 | $5.69M | 0.08% | +785+2.1% | Added |
| HGK Asset Management Inc | 38,216 | $5.70M | 1.10% | −839−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 39,007 | $5.74M | 0.05% | +2,556+7.0% | Added |
| Selway Asset Management | 39,005 | $5.81M | 2.37% | −400−1.0% | Reduced |
| Buckhead Capital Management LLC | 39,075 | $5.82M | 1.97% | −84−0.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 39,093 | $5.83M | 2.36% | +1,256+3.3% | Added |
| Edgemoor Investment Advisors, Inc. | 39,861 | $5.94M | 0.55% | +3,366+9.2% | Added |
| Ironwood Investment Counsel, LLC | 40,315 | $6.01M | 1.07% | +631+1.6% | Added |
| Tandem Investment Advisors, Inc. | 40,490 | $6.04M | 0.24% | +2,875+7.6% | Added |
| Eagle Rock Investment Company, LLC | 40,498 | $6.04M | 1.09% | +7,507+22.8% | Added |
| Vontobel Holding Ltd. | 40,506 | $6.04M | 0.02% | −14,366−26.2% | Reduced |
| MBB Public Markets I LLC | 41,278 | $6.15M | 0.13% | +41,278 | New |
| CMH Wealth Management LLC | 41,350 | $6.16M | 1.52% | −400−1.0% | Reduced |
| JustInvest LLC | 43,092 | $6.26M | 0.12% | +7,319+20.5% | Added |
| Cresset Asset Management, LLC | 42,144 | $6.28M | 0.03% | +8,169+24.0% | Added |
| Walleye Trading LLC | 42,510 | $6.34M | 0.12% | −18,927−30.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,984 | $6.34M | 0.03% | −694,337−93.5% | Reduced |
| Resources Management Corp | 42,563 | $6.34M | 0.92% | −1,059−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 43,047 | $6.42M | 0.12% | −3,319−7.2% | Reduced |
| John G Ullman & Associates Inc | 43,051 | $6.42M | 0.98% | −400−0.9% | Reduced |
| Baker Ellis Asset Management LLC | 43,070 | $6.42M | 0.97% | −390−0.9% | Reduced |
| Marshall & Sullivan Inc | 43,073 | $6.42M | 3.21% | −1,012−2.3% | Reduced |
| RMB Capital Management, LLC | 43,267 | $6.45M | 0.15% | +10.0% | Added |
| AdvisorShares Investments LLC | 44,047 | $6.48M | 1.13% | +3,026+7.4% | Added |
| Howe & Rusling Inc | 43,552 | $6.49M | 0.59% | +13,649+45.6% | Added |
| Heritage Trust Co | 43,633 | $6.50M | 0.86% | −199−0.5% | Reduced |
| Kentucky Retirement Systems | 44,091 | $6.57M | 0.19% | −1,489−3.3% | Reduced |
| Cloverfields Capital Group, LP | 44,445 | $6.62M | 2.24% | +1,578+3.7% | Added |
| Sendero Wealth Management, LLC | 44,464 | $6.63M | 1.11% | −1,722−3.7% | Reduced |
| Thompson Investment Management, Inc. | 44,609 | $6.65M | 1.03% | −710−1.6% | Reduced |
| Karpas Strategies, LLC | 45,035 | $6.71M | 2.11% | −240−0.5% | Reduced |
| Mizuho Securities USA LLC | 45,113 | $6.72M | 0.15% | +45,113 | New |
| Maryland State Retirement & Pension System | 45,397 | $6.77M | 0.12% | −1,542−3.3% | Reduced |
| Ayrshire Capital Management LLC | 45,533 | $6.79M | 3.46% | −448−1.0% | Reduced |
| Notis-McConarty Edward | 45,818 | $6.83M | 2.68% | −282−0.6% | Reduced |
| Hudson Bay Capital Management LP | 45,936 | $6.85M | 0.05% | −37,063−44.7% | Reduced |
| Brinker Capital Investments, LLC | 46,008 | $6.86M | 0.07% | −3,200−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 46,008 | $6.86M | 0.07% | −3,200−6.5% | Reduced |
| Redmond Asset Management, LLC | 46,770 | $6.97M | 2.29% | −2,021−4.1% | Reduced |
| Thomas Story & Son LLC | 46,815 | $6.98M | 3.01% | +15,690+50.4% | Added |
| HM Payson & Co | 46,927 | $6.99M | 0.13% | −56−0.1% | Reduced |
| M. Kraus & Co | 47,022 | $7.01M | 2.15% | +110+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 47,420 | $7.07M | 0.29% | +39+0.1% | Added |
| Marietta Investment Partners LLC | 47,529 | $7.08M | 1.56% | +1,820+4.0% | Added |
| Delaney Dennis R | 47,711 | $7.11M | 3.84% | −988−2.0% | Reduced |
| Hills Bank & Trust Co | 47,806 | $7.13M | 0.58% | −1,788−3.6% | Reduced |
| 1832 Asset Management L.P. | 47,974 | $7.15M | 0.01% | −10,051−17.3% | Reduced |