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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 48,370 | $7.21M | 1.59% | −771−1.6% | Reduced |
| CX Institutional | 48,497 | $7.23M | 0.34% | +42+0.1% | Added |
| Jacobs & Co | 48,744 | $7.26M | 0.76% | −1,485−3.0% | Reduced |
| Palmer Knight Co | 48,928 | $7.29M | 3.49% | +80+0.2% | Added |
| AMJ Financial Wealth Management | 48,947 | $7.30M | 2.27% | +12,511+34.3% | Added |
| Marshall Wace, LLP | 49,124 | $7.32M | 0.01% | −17,535−26.3% | Reduced |
| Close Asset Management Ltd | 49,456 | $7.37M | 0.25% | +1,560+3.3% | Added |
| First National Trust Co | 49,443 | $7.37M | 0.30% | −4,459−8.3% | Reduced |
| Brooktree Capital Management | 49,685 | $7.41M | 6.33% | −2,861−5.4% | Reduced |
| Two Point Capital Management, Inc. | 50,021 | $7.46M | 3.00% | +416+0.8% | Added |
| Verdence Capital Advisors LLC | 50,115 | $7.47M | 0.66% | +1,381+2.8% | Added |
| Patton Albertson Miller Group, LLC | 50,116 | $7.47M | 1.06% | +4,257+9.3% | Added |
| Oregon Public Employees Retirement Fund | 50,256 | $7.49M | 0.15% | −1,029−2.0% | Reduced |
| Cox Capital Mgt LLC | 50,381 | $7.51M | 4.54% | −926−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 50,802 | $7.57M | 0.19% | −140−0.3% | Reduced |
| Spire Wealth Management | 51,088 | $7.60M | 0.27% | −12,239−19.3% | Reduced |
| Wilkins Investment Counsel Inc | 51,005 | $7.60M | 1.13% | −35−0.1% | Reduced |
| Captrust Financial Advisors | 51,334 | $7.65M | 0.02% | −8,526−14.2% | Reduced |
| UniSuper Management Pty Ltd | 51,660 | $7.70M | 0.06% | +37,330+260.5% | Added |
| Landscape Capital Management, L.L.C. | 51,812 | $7.72M | 0.65% | −25,752−33.2% | Reduced |
| Liberty Capital Management, Inc. | 52,034 | $7.76M | 1.84% | −368−0.7% | Reduced |
| Hantz Financial Services, Inc. | 52,327 | $7.80M | 0.15% | −3,444−6.2% | Reduced |
| Contravisory Investment Management, Inc. | 52,527 | $7.83M | 1.73% | −852−1.6% | Reduced |
| Cheviot Value Management, LLC | 52,875 | $7.88M | 1.54% | −720−1.3% | Reduced |
| Builder Investment Group Inc | 53,237 | $7.93M | 2.16% | −50−0.1% | Reduced |
| Carderock Capital Management Inc | 53,756 | $8.01M | 2.10% | +1,107+2.1% | Added |
| Glenview Capital Management, LLC | 53,768 | $8.01M | 0.17% | −748,924−93.3% | Reduced |
| Guggenheim Capital LLC | 53,990 | $8.05M | 0.06% | +170+0.3% | Added |
| Elo Mutual Pension Insurance Co | 54,174 | $8.07M | 0.19% | −666−1.2% | Reduced |
| M&R Capital Management Inc | 54,248 | $8.09M | 1.93% | −80−0.1% | Reduced |
| River & Mercantile Asset Management LLP | 54,413 | $8.11M | 2.23% | +3,828+7.6% | Added |
| Intech Investment Management LLC | 54,399 | $8.11M | 0.10% | +11,768+27.6% | Added |
| Smithbridge Asset Management Inc | 54,594 | $8.14M | 1.69% | +800+1.5% | Added |
| Middleton & Co Inc | 54,854 | $8.18M | 0.95% | −2,687−4.7% | Reduced |
| Core Alternative Capital | 55,057 | $8.21M | 1.64% | −7,616−12.2% | Reduced |
| Andra AP-fonden | 55,295 | $8.24M | 0.14% | +4,900+9.7% | Added |
| Marks Group Wealth Management, Inc | 55,689 | $8.30M | 0.87% | −4,073−6.8% | Reduced |
| BTC Capital Management, Inc. | 55,884 | $8.33M | 0.77% | −1,635−2.8% | Reduced |
| Legal Advantage Investments, Inc. | 56,287 | $8.39M | 4.83% | −450−0.8% | Reduced |
| Advisors Asset Management, Inc. | 56,513 | $8.42M | 0.16% | +11,846+26.5% | Added |
| Cozad Asset Management Inc | 56,962 | $8.49M | 0.85% | −321−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 58,196 | $8.67M | 0.09% | +3,087+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 58,364 | $8.70M | 0.05% | −1,405−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 58,427 | $8.71M | 0.14% | −450−0.8% | Reduced |
| ProVise Management Group, LLC | 59,023 | $8.80M | 0.75% | +238+0.4% | Added |
| Atria Investments LLC | 59,545 | $8.87M | 0.11% | +3,528+6.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $8.94M | 0.10% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 60,067 | $8.95M | 3.29% | −6,966−10.4% | Reduced |
| Papp L Roy & Associates | 60,158 | $8.97M | 1.09% | −1,669−2.7% | Reduced |
| Diversified Trust Co | 60,330 | $8.99M | 0.25% | +2,582+4.5% | Added |
| Colony Group, LLC | 59,236 | $9.02M | 0.03% | +29,232+97.4% | Added |
| Sanctuary Advisors, LLC | 58,265 | $9.08M | 0.07% | +58,265 | New |
| McKinley Carter Wealth Services, Inc. | 60,967 | $9.09M | 0.58% | +778+1.3% | Added |
| Chesley Taft & Associates LLC | 61,387 | $9.15M | 0.46% | +480+0.8% | Added |
| Advisor Group Holdings, Inc. | 61,814 | $9.21M | 0.02% | −18,554−23.1% | Reduced |
| Live Oak Private Wealth LLC | 62,192 | $9.27M | 1.59% | −1,477−2.3% | Reduced |
| Pacer Advisors, Inc. | 62,455 | $9.31M | 0.02% | +17,462+38.8% | Added |
| Fred Alger Management, LLC | 62,470 | $9.31M | 0.05% | +62,073+15,635.5% | Added |
| Eagle Asset Management Inc | 63,565 | $9.35M | 0.05% | +9,651+17.9% | Added |
| Dillon & Associates Inc | 63,036 | $9.39M | 1.37% | +8,529+15.6% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $9.63M | 4.27% | 00.0% | Unchanged |
| Prudential PLC | 65,297 | $9.73M | 0.07% | +18,099+38.3% | Added |
| First Hawaiian Bank | 65,502 | $9.76M | 0.33% | −1,601−2.4% | Reduced |
| Synovus Financial Corp | 66,048 | $9.84M | 0.13% | +335+0.5% | Added |
| Peapack Gladstone Financial Corp | 66,072 | $9.85M | 0.15% | +1,240+1.9% | Added |
| GDS Wealth Management | 66,089 | $9.85M | 1.08% | +7,917+13.6% | Added |
| PGGM Investments | 66,354 | $9.89M | 0.14% | +3,995+6.4% | Added |
| Webster Bank, N. A. | 66,891 | $9.97M | 1.09% | −1,979−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 67,131 | $10.0M | 0.21% | +217+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,774 | $10.1M | 0.04% | +4,036+6.3% | Added |
| Bahl & Gaynor Inc | 67,931 | $10.1M | 0.06% | −774−1.1% | Reduced |
| M&G Plc | 68,073 | $10.1M | 0.06% | +5,151+8.2% | Added |
| Cadinha & Co LLC | 68,198 | $10.2M | 1.88% | −60,310−46.9% | Reduced |
| Panagora Asset Management Inc | 68,410 | $10.2M | 0.05% | −411,563−85.7% | Reduced |
| Janney Montgomery Scott LLC | 68,861 | $10.3M | 0.03% | +4,996+7.8% | Added |
| Headinvest, LLC | 68,877 | $10.3M | 2.02% | −440−0.6% | Reduced |
| HighTower Advisors, LLC | 69,139 | $10.3M | 0.02% | +1,062+1.6% | Added |
| SG Americas Securities, LLC | 69,188 | $10.3M | 0.07% | −71,212−50.7% | Reduced |
| Woodstock Corp | 70,119 | $10.5M | 1.06% | +150+0.2% | Added |
| Romano Brothers and Company | 70,802 | $10.6M | 1.46% | −5,100−6.7% | Reduced |
| Pathstone Holdings, LLC | 70,940 | $10.6M | 0.05% | −220−0.3% | Reduced |
| Nissay Asset Management Corp | 71,037 | $10.6M | 0.07% | +1,268+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 71,177 | $10.6M | 0.09% | +17,836+33.4% | Added |
| Addenda Capital Inc. | 71,599 | $10.7M | 0.42% | +4,391+6.5% | Added |
| Quadrature Capital Ltd | 71,774 | $10.7M | 0.18% | +71,774 | New |
| Legacy Private Trust Co. | 71,796 | $10.7M | 0.76% | −747−1.0% | Reduced |
| Jones Financial Companies LLLP | 72,230 | $10.8M | 0.01% | +15,819+28.0% | Added |
| ING Groep NV | 72,370 | $10.8M | 0.06% | +44,903+163.5% | Added |
| Bragg Financial Advisors, Inc | 72,493 | $10.8M | 0.48% | −509−0.7% | Reduced |
| Bellecapital International Ltd. | 72,772 | $10.8M | 2.30% | −1,397−1.9% | Reduced |
| State of Alaska, Department of Revenue | 73,383 | $10.9M | 0.12% | −1,490−2.0% | Reduced |
| Mutual of America Capital Management LLC | 73,787 | $11.0M | 0.12% | −4,904−6.2% | Reduced |
| Prio Wealth Limited Partnership | 73,958 | $11.0M | 0.33% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 75,123 | $11.2M | 2.51% | −437−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 75,310 | $11.2M | 0.21% | +16,993+29.1% | Added |
| American National Bank | 75,563 | $11.3M | 1.40% | +1,871+2.5% | Added |
| Pinebridge Investments, L.P. | 76,275 | $11.4M | 0.09% | −56,166−42.4% | Reduced |
| Daiwa Securities Group Inc. | 78,782 | $11.7M | 0.06% | +3,351+4.4% | Added |
| Venturi Wealth Management, LLC | 79,120 | $11.8M | 0.70% | +323+0.4% | Added |
| Great Valley Advisor Group, Inc. | 80,279 | $12.0M | 0.33% | +9,709+13.8% | Added |