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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 240 | $35.8K | 0.00% | −1,350−84.9% | Reduced |
| Canton Hathaway, LLC | 240 | $36.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $37.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 260 | $38.8K | 0.01% | +127+95.5% | Added |
| GW&K Investment Management, LLC | 268 | $40.0K | 0.00% | +61+29.5% | Added |
| McIlrath & Eck, LLC | 272 | $40.5K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 274 | $40.8K | 0.02% | +274 | New |
| Hallmark Capital Management Inc | 285 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $43.8K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 296 | $44.1K | 0.02% | +296 | New |
| Plante Moran Financial Advisors, LLC | 300 | $44.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 315 | $46.9K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 330 | $48.6K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 328 | $48.9K | 0.01% | +23+7.5% | Added |
| Fortitude Family Office, LLC | 329 | $49.0K | 0.03% | +121+58.2% | Added |
| West Paces Advisors Inc. | 334 | $49.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 349 | $52.0K | 0.00% | +349 | New |
| Westside Investment Management, Inc. | 351 | $52.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 353 | $53.0K | 0.01% | +10+2.9% | Added |
| PrairieView Partners, LLC | 375 | $55.0K | 0.01% | +375 | New |
| BFSG, LLC | 375 | $55.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 382 | $56.9K | 0.02% | +225+143.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $57.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $57.7K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $58.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 398 | $59.3K | 0.05% | −19−4.6% | Reduced |
| Broadwater Capital Management LLC | 400 | $59.6K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $59.6K | 0.02% | +200+100.0% | Added |
| Kimelman & Baird, LLC | 400 | $59.6K | 0.00% | +400 | New |
| EnRich Financial Partners LLC | 402 | $59.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 401 | $60.0K | 0.00% | +9+2.3% | Added |
| Hoese & Co LLP | 403 | $60.4K | 0.05% | −45−10.0% | Reduced |
| Tompkins Financial Corp | 426 | $63.5K | 0.01% | −391−47.9% | Reduced |
| Versant Capital Management, Inc | 437 | $65.1K | 0.02% | +154+54.4% | Added |
| Laurel Wealth Advisors LLC | 440 | $65.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 446 | $66.5K | 0.01% | −90−16.8% | Reduced |
| Piscataqua Savings Bank | 447 | $66.6K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $67.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $67.7K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 462 | $68.9K | 0.03% | −42−8.3% | Reduced |
| Mendota Financial Group, LLC | 516 | $76.9K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $80.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $82.7K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $85.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 588 | $87.6K | 0.00% | +81+16.0% | Added |
| MV Capital Management, Inc. | 594 | $88.5K | 0.01% | +3+0.5% | Added |
| Global Trust Asset Management, LLC | 606 | $90.3K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 611 | $91.1K | 0.01% | −195−24.2% | Reduced |
| Princeton Global Asset Management LLC | 617 | $92.0K | 0.02% | +17+2.8% | Added |
| Eagle Bay Advisors LLC | 638 | $95.1K | 0.06% | −18−2.7% | Reduced |
| WR Wealth Planners, LLC | 643 | $95.8K | 0.03% | −72−10.1% | Reduced |
| First PREMIER Bank | 658 | $98.0K | 0.03% | +58+9.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $104.3K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $105.8K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $106.1K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 720 | $107.3K | 0.10% | +720 | New |
| Gradient Investments LLC | 767 | $114.3K | 0.00% | +94+14.0% | Added |
| Covestor Ltd | 773 | $115.0K | 0.07% | −89−10.3% | Reduced |
| Arcadia Investment Management Corp | 781 | $116.4K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 800 | $119.0K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 819 | $122.1K | 0.09% | +819 | New |
| Zions Bancorporation, N.A. | 831 | $123.9K | 0.01% | −104−11.1% | Reduced |
| Natixis Investment Managers International | 832 | $124.0K | 0.01% | −174−17.3% | Reduced |
| LRI Investments, LLC | 849 | $126.5K | 0.01% | +548+182.1% | Added |
| Evermay Wealth Management LLC | 859 | $128.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 872 | $130.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 918 | $136.8K | 0.01% | +918 | New |
| Evergreen Private Wealth LLC | 948 | $141.3K | 0.07% | −2−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 948 | $142.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 959 | $142.9K | 0.02% | +3+0.3% | Added |
| Riverview Trust Co | 980 | $146.1K | 0.14% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $149.0K | 0.03% | −532−34.7% | Reduced |
| Atwood & Palmer Inc | 1,000 | $149.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,006 | $149.9K | 0.05% | +600+147.8% | Added |
| First Foundation Advisors | 1,061 | $158.1K | 0.01% | −357−25.2% | Reduced |
| Rothschild Investment LLC | 1,088 | $162.2K | 0.01% | +310+39.8% | Added |
| Ofi Invest Asset Management | 1,173 | $163.1K | 0.00% | −146−11.1% | Reduced |
| JNBA Financial Advisors | 1,114 | $166.0K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,151 | $171.6K | 0.03% | −192−14.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,178 | $176.0K | 0.09% | 00.0% | Unchanged |
| Tobam | 1,190 | $177.0K | 0.03% | −674−36.2% | Reduced |
| Wellington Shields Capital Management, LLC | 1,200 | $178.8K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $178.8K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,219 | $181.7K | 0.01% | −50−3.9% | Reduced |
| Financial Management Professionals, Inc. | 1,257 | $187.0K | 0.03% | −4−0.3% | Reduced |
| Quent Capital, LLC | 1,258 | $187.5K | 0.02% | +47+3.9% | Added |
| Meeder Asset Management Inc | 1,288 | $192.0K | 0.01% | −290−18.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,211 | $193.5K | 0.11% | −262−17.8% | Reduced |
| City State Bank | 1,345 | $200.5K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,348 | $200.9K | 0.02% | −3−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,350 | $201.2K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $201.2K | 0.18% | 00.0% | Unchanged |
| SFMG, LLC | 1,360 | $202.7K | 0.02% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 1,176 | $202.8K | 0.04% | +1,176 | New |
| Coppell Advisory Solutions LLC | 1,367 | $203.7K | 0.03% | +1,367 | New |
| Summit Global Investments | 1,369 | $204.0K | 0.01% | −61−4.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,369 | $204.0K | 0.09% | −5−0.4% | Reduced |
| SMART Wealth LLC | 1,370 | $204.2K | 0.08% | −5,921−81.2% | Reduced |
| Renasant Bank | 1,371 | $204.3K | 0.14% | +1,371 | New |
| Cape Cod Five Cents Savings Bank | 1,376 | $205.1K | 0.02% | −231−14.4% | Reduced |