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 |
|---|---|---|---|---|---|
| Running Oak Capital LLC | 80,372 | $12.0M | 1.86% | +998+1.3% | Added |
| Kidder Stephen W | 80,379 | $12.0M | 3.74% | −1,866−2.3% | Reduced |
| Puzo Michael J | 80,957 | $12.1M | 3.35% | −4,232−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 81,800 | $12.2M | 0.05% | −3,619−4.2% | Reduced |
| Yousif Capital Management, LLC | 82,883 | $12.4M | 0.14% | +3,681+4.6% | Added |
| FineMark National Bank & Trust | 83,045 | $12.4M | 0.46% | +2,105+2.6% | Added |
| Farmers & Merchants Investments Inc | 83,109 | $12.4M | 0.41% | −300−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 83,643 | $12.5M | 0.04% | −1,213−1.4% | Reduced |
| Cyrus J. Lawrence, LLC | 83,947 | $12.5M | 2.59% | +31,038+58.7% | Added |
| Steward Partners Investment Advisory, LLC | 83,973 | $12.5M | 0.13% | +1,830+2.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 84,784 | $12.6M | 2.39% | +452+0.5% | Added |
| LSV Asset Management | 85,700 | $12.8M | 0.03% | −5,100−5.6% | Reduced |
| Hunter Associates Investment Management LLC | 85,873 | $12.8M | 2.15% | −2,146−2.4% | Reduced |
| Baldwin Brothers Inc | 86,257 | $12.9M | 1.00% | −725−0.8% | Reduced |
| Logan Capital Management Inc | 86,557 | $12.9M | 0.56% | −500−0.6% | Reduced |
| Agf Management Ltd | 86,803 | $12.9M | 0.07% | −8,703−9.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 86,996 | $13.0M | 0.03% | +14,178+19.5% | Added |
| Lee Danner & Bass Inc | 89,241 | $13.3M | 1.03% | +89,241 | New |
| New York Life Investment Management LLC | 89,319 | $13.3M | 0.13% | −1,425−1.6% | Reduced |
| GAM Holding AG | 89,549 | $13.3M | 1.02% | +4,284+5.0% | Added |
| Shelton Capital Management | 89,959 | $13.4M | 0.37% | +8,200+10.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,916 | $13.4M | 1.05% | +542+0.6% | Added |
| Redwood Grove Capital, LLC | 90,178 | $13.4M | 4.21% | +4,840+5.7% | Added |
| Oppenheimer Asset Management Inc. | 90,307 | $13.5M | 0.17% | +34,109+60.7% | Added |
| Gotham Asset Management, LLC | 91,488 | $13.6M | 0.18% | +1,494+1.7% | Added |
| CCM Investment Advisers LLC | 92,271 | $13.8M | 1.61% | −3,963−4.1% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 93,083 | $13.9M | 0.16% | +93,083 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 93,351 | $13.9M | 0.16% | +16,094+20.8% | Added |
| Ethic Inc. | 93,694 | $14.0M | 0.33% | +4,996+5.6% | Added |
| Cetera Investment Advisers | 94,920 | $14.1M | 0.03% | −4,115−4.2% | Reduced |
| Utah Retirement Systems | 95,960 | $14.3M | 0.17% | −7,700−7.4% | Reduced |
| Bailard, Inc. | 96,935 | $14.4M | 0.40% | +20,032+26.0% | Added |
| Broderick Brian C | 97,226 | $14.5M | 2.96% | −356−0.4% | Reduced |
| Covington Investment Advisors Inc. | 97,911 | $14.6M | 2.34% | −16,556−14.5% | Reduced |
| Engle Capital Management, L.P. | 98,000 | $14.6M | 5.18% | +2,000+2.1% | Added |
| DnB Asset Management AS | 98,014 | $14.6M | 0.07% | +4,213+4.5% | Added |
| Busey Wealth Management | 99,453 | $14.8M | 0.51% | +1,325+1.4% | Added |
| Brant Point Investment Management LLC | 100,194 | $14.9M | 3.50% | −3,901−3.7% | Reduced |
| Clark Estates Inc | 100,300 | $14.9M | 2.81% | −30,000−23.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 100,997 | $15.1M | 3.43% | −350.0% | Reduced |
| Hound Partners, LLC | 101,203 | $15.1M | 3.03% | +37,576+59.1% | Added |
| Los Angeles Capital Management LLC | 101,636 | $15.1M | 0.05% | −26,603−20.7% | Reduced |
| Worldquant Millennium Advisors LLC | 102,131 | $15.2M | 0.14% | +102,131 | New |
| Vestor Capital, LLC | 102,155 | $15.2M | 1.23% | +2,181+2.2% | Added |
| Mediolanum International Funds Ltd | 109,741 | $15.3M | 0.25% | −1,442−1.3% | Reduced |
| USS Investment Management Ltd | 103,382 | $15.4M | 0.12% | +1,509+1.5% | Added |
| Foyston, Gordon, & Payne Inc | 103,648 | $15.4M | 3.81% | +9,722+10.4% | Added |
| Stansberry Asset Management, LLC | 103,978 | $15.5M | 2.03% | +2,691+2.7% | Added |
| Kestra Advisory Services, LLC | 105,345 | $15.5M | 0.09% | +61,901+142.5% | Added |
| Soditic Asset Management LLP | 104,961 | $15.6M | 18.13% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 106,320 | $15.8M | 3.33% | −2,175−2.0% | Reduced |
| Xponance, Inc. | 107,254 | $16.0M | 0.16% | +250+0.2% | Added |
| Fifth Third Bancorp | 107,334 | $16.0M | 0.06% | −3,743−3.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 108,173 | $16.1M | 0.95% | +1,275+1.2% | Added |
| MML Investors Services, LLC | 109,001 | $16.2M | 0.07% | −15,760−12.6% | Reduced |
| Czech National Bank | 111,497 | $16.6M | 0.19% | +5,894+5.6% | Added |
| VeriStar Capital Management LP | 111,700 | $16.6M | 9.98% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 112,229 | $16.7M | 0.68% | +58,092+107.3% | Added |
| CIBC World Markets Corp | 112,452 | $16.8M | 0.11% | −39,792−26.1% | Reduced |
| Commonwealth Equity Services, LLC | 113,011 | $16.8M | 0.03% | −936−0.8% | Reduced |
| CIBC Asset Management Inc | 113,903 | $17.0M | 0.06% | −6,751−5.6% | Reduced |
| Bell Asset Management Ltd | 113,994 | $17.0M | 2.38% | +27,466+31.7% | Added |
| Palisade Capital Management LLC | 114,167 | $17.0M | 0.46% | −2,639−2.3% | Reduced |
| Clearstead Advisors, LLC | 114,425 | $17.1M | 0.29% | +104,510+1,054.1% | Added |
| Canada Pension Plan Investment Board | 115,481 | $17.2M | 0.02% | −23,337−16.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,534 | $17.7M | 0.08% | +500+0.4% | Added |
| King Luther Capital Management Corp | 118,607 | $17.7M | 0.08% | +39,022+49.0% | Added |
| ProShare Advisors LLC | 118,830 | $17.7M | 0.05% | +2,559+2.2% | Added |
| Calamos Advisors LLC | 119,343 | $17.8M | 0.09% | −4,356−3.5% | Reduced |
| LS Investment Advisors, LLC | 120,400 | $17.9M | 2.80% | +300+0.2% | Added |
| Amalgamated Bank | 120,449 | $18.0M | 0.15% | −6,974−5.5% | Reduced |
| Choate Investment Advisors | 120,617 | $18.0M | 0.47% | +39,176+48.1% | Added |
| Candriam Luxembourg S.C.A. | 120,701 | $18.0M | 0.11% | −64,733−34.9% | Reduced |
| Penserra Capital Management LLC | 121,190 | $18.1M | 0.23% | −15,344−11.2% | Reduced |
| Bath Savings Trust Co | 121,562 | $18.1M | 1.93% | −2,651−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 122,877 | $18.3M | 1.27% | +1,112+0.9% | Added |
| Zacks Investment Management | 123,119 | $18.3M | 0.21% | +10,380+9.2% | Added |
| Cornerstone Capital, Inc. | 123,685 | $18.4M | 1.86% | +612+0.5% | Added |
| IFM Investors Pty Ltd | 124,085 | $18.5M | 0.19% | +153+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 124,620 | $18.6M | 0.32% | +122,120+4,884.8% | Added |
| KBC Group NV | 124,630 | $18.6M | 0.06% | −203,558−62.0% | Reduced |
| M&T Bank Corp | 125,357 | $18.7M | 0.06% | −2,522−2.0% | Reduced |
| Stanley Capital Management, LLC | 125,559 | $18.7M | 3.82% | +125,559 | New |
| Northwest & Ethical Investments L.P. | 125,751 | $18.7M | 0.54% | +4,485+3.7% | Added |
| Walleye Capital LLC | 128,284 | $19.1M | 0.20% | +25,788+25.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 128,518 | $19.2M | 0.13% | −3,240−2.5% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 129,000 | $19.2M | 3.13% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 129,068 | $19.2M | 0.07% | −3,402−2.6% | Reduced |
| Credit Agricole S A | 129,077 | $19.2M | 0.12% | +57,661+80.7% | Added |
| Thematics Asset Management | 129,300 | $19.3M | 0.79% | −18,000−12.2% | Reduced |
| McRae Capital Management Inc | 130,579 | $19.5M | 4.44% | +1,950+1.5% | Added |
| North Point Portfolio Managers Corp | 133,360 | $19.9M | 3.50% | −4,245−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 133,606 | $19.9M | 0.01% | −33,451−20.0% | Reduced |
| Guyasuta Investment Advisors Inc | 149,903 | $19.9M | 1.47% | −2,291−1.5% | Reduced |
| Massmutual Trust Co FSB | 134,188 | $20.0M | 0.61% | −1,146−0.8% | Reduced |
| Polar Capital Holdings Plc | 134,607 | $20.1M | 0.12% | −1,288−0.9% | Reduced |
| Montag A & Associates Inc | 135,593 | $20.2M | 1.02% | −3,045−2.2% | Reduced |
| Mill Capital Management, LLC | 136,128 | $20.3M | 1.68% | +1,135+0.8% | Added |
| Prana Capital Management, LP | 137,428 | $20.5M | 0.97% | −71,283−34.2% | Reduced |
| Somerville Kurt F | 138,696 | $20.7M | 3.48% | −2,054−1.5% | Reduced |