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 |
|---|---|---|---|---|---|
| Ergawealth Advisors, Inc. | 1,378 | $205.4K | 0.11% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,379 | $205.5K | 0.02% | +1,379 | New |
| Sheaff Brock Investment Advisors, LLC | 1,383 | $206.1K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,384 | $206.3K | 0.00% | +1,384 | New |
| Frazier Financial Advisors, LLC | 1,396 | $208.1K | 0.17% | −2−0.1% | Reduced |
| KCM Investment Advisors LLC | 1,401 | $208.8K | 0.01% | −94−6.3% | Reduced |
| PEAK6 Investments LLC | 1,404 | $209.3K | 0.01% | +1,404 | New |
| Claret Asset Management Corp | 1,411 | $210.0K | 0.04% | +1,411 | New |
| Chickasaw Capital Management LLC | 1,414 | $211.0K | 0.01% | +50+3.7% | Added |
| Simplex Trading, LLC | 1,423 | $212.0K | 0.01% | +1,423 | New |
| Coastal Investment Advisors, Inc. | 1,423 | $212.1K | 0.04% | +2+0.1% | Added |
| FinTrust Capital Advisors, LLC | 1,424 | $212.2K | 0.04% | +55+4.0% | Added |
| Guardian Wealth Advisors, LLC | 1,444 | $215.2K | 0.03% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,447 | $215.7K | 0.11% | −551−27.6% | Reduced |
| Virtue Capital Management, LLC | 1,367 | $216.1K | 0.04% | −61−4.3% | Reduced |
| Cidel Asset Management Inc | 1,451 | $216.3K | 0.02% | +109+8.1% | Added |
| Western Pacific Wealth Management, LP | 1,462 | $217.9K | 0.16% | −295−16.8% | Reduced |
| Tradewinds, LLC. | 1,462 | $217.9K | 0.07% | +1,462 | New |
| International Assets Investment Management, LLC | 1,465 | $218.3K | 0.02% | −18−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $218.6K | 0.06% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,475 | $219.8K | 0.10% | +28+1.9% | Added |
| Berkshire Asset Management LLC | 1,500 | $223.6K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 1,502 | $223.9K | 0.07% | −6−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,507 | $224.6K | 0.03% | +149+11.0% | Added |
| 1858 Wealth Management, LLC | 1,510 | $225.1K | 0.19% | −96−6.0% | Reduced |
| Chemistry Wealth Management LLC | 1,511 | $225.2K | 0.06% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,511 | $225.2K | 0.01% | +1,511 | New |
| Archer Investment Corp | 1,518 | $226.2K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,523 | $227.0K | 0.00% | −285−15.8% | Reduced |
| Advanced Asset Management Advisors Inc | 1,525 | $227.3K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 1,526 | $227.4K | 0.02% | +1,526 | New |
| Jaffetilchin Investment Partners, LLC | 1,532 | $228.3K | 0.02% | +230+17.7% | Added |
| Girard Partners Ltd. | 1,535 | $228.8K | 0.02% | −27−1.7% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $229.5K | 0.13% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,542 | $229.8K | 0.16% | +68+4.6% | Added |
| Blackston Financial Advisory Group, LLC | 1,542 | $229.8K | 0.13% | +1,542 | New |
| McAdam, LLC | 1,549 | $230.9K | 0.01% | +8+0.5% | Added |
| FDx Advisors, Inc. | 1,549 | $231.0K | 0.06% | −1,005−39.4% | Reduced |
| First Bank & Trust | 1,556 | $231.9K | 0.05% | +24+1.6% | Added |
| Isthmus Partners, LLC | 1,558 | $232.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,562 | $232.8K | 0.02% | −2,750−63.8% | Reduced |
| De Burlo Group Inc | 1,563 | $232.9K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,565 | $233.2K | 0.03% | +1,565 | New |
| Portside Wealth Group, LLC | 1,568 | $233.7K | 0.04% | −112−6.7% | Reduced |
| Optivise Advisory Services LLC | 1,568 | $233.7K | 0.13% | +1,568 | New |
| Onefund, LLC | 1,569 | $233.8K | 0.25% | +24+1.6% | Added |
| Osterweis Capital Management Inc | 1,569 | $233.8K | 0.01% | +251+19.0% | Added |
| Gilliland Jeter Wealth Management LLC | 1,571 | $234.1K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,587 | $236.5K | 0.17% | −15−0.9% | Reduced |
| Driehaus Capital Management LLC | 1,590 | $237.0K | 0.00% | +1,590 | New |
| Wealthcare Advisory Partners LLC | 1,592 | $237.3K | 0.01% | +4+0.3% | Added |
| Verus Capital Partners, LLC | 1,596 | $237.9K | 0.02% | +20+1.3% | Added |
| Tritonpoint Wealth, LLC | 1,598 | $238.2K | 0.02% | +1,598 | New |
| Alta Advisers Ltd | 1,600 | $238.5K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $238.5K | 0.10% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $238.7K | 0.04% | 00.0% | Unchanged |
| 25 LLC | 1,608 | $239.7K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,608 | $239.7K | 0.03% | +209+14.9% | Added |
| Compagnie Lombard Odier SCmA | 1,613 | $240.4K | 0.00% | +233+16.9% | Added |
| Hourglass Capital, LLC | 1,618 | $241.1K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,535 | $241.2K | 0.04% | +1,535 | New |
| Old Second National Bank of Aurora | 1,631 | $243.1K | 0.06% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,639 | $244.3K | 0.09% | +7+0.4% | Added |
| Stonegate Investment Group, LLC | 1,640 | $244.4K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,642 | $244.7K | 0.01% | +37+2.3% | Added |
| Goldstone Financial Group, LLC | 1,650 | $245.9K | 0.05% | +1,650 | New |
| Latitude Advisors, LLC | 1,667 | $248.4K | 0.15% | +26+1.6% | Added |
| Alexander Labrunerie & Co., Inc. | 1,668 | $248.6K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 1,672 | $249.2K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,675 | $249.6K | 0.22% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,533 | $250.0K | 0.01% | −37−2.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,701 | $250.3K | 0.17% | −53−3.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,687 | $251.4K | 0.05% | +1,494+774.1% | Added |
| Sivia Capital Partners, LLC | 1,696 | $252.8K | 0.17% | −859−33.6% | Reduced |
| Wellspring Financial Advisors, LLC | 1,698 | $253.1K | 0.03% | +441+35.1% | Added |
| Allianz SE | 1,700 | $253.4K | 0.01% | −8,766−83.8% | Reduced |
| Union Savings Bank | 1,700 | $253.4K | 0.13% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 1,700 | $253.4K | 0.16% | +22+1.3% | Added |
| Legacy Financial Group LLC | 1,701 | $253.5K | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,704 | $254.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,708 | $254.6K | 0.09% | +1,708 | New |
| IVC Wealth Advisors LLC | 1,711 | $255.0K | 0.14% | +1+0.1% | Added |
| Richard W. Paul & Associates, LLC | 1,718 | $256.1K | 0.10% | −90−5.0% | Reduced |
| New Century Financial Group, LLC | 1,722 | $256.6K | 0.11% | +1,722 | New |
| O'Dell Group, LLC | 1,608 | $257.0K | 0.06% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,725 | $257.1K | 0.04% | +349+25.4% | Added |
| Harbour Trust & Investment Management Co | 1,728 | $257.5K | 0.03% | +14+0.8% | Added |
| Cutter & CO Brokerage, Inc. | 1,735 | $258.6K | 0.06% | −43−2.4% | Reduced |
| Ingalls & Snyder LLC | 1,741 | $259.0K | 0.01% | +24+1.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,741 | $259.5K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,744 | $259.9K | 0.21% | +1,744 | New |
| Catalyst Capital Advisors LLC | 1,745 | $260.1K | 0.01% | −3,635−67.6% | Reduced |
| Power Wealth Management LLC | 1,748 | $260.5K | 0.12% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,750 | $260.8K | 0.19% | −20−1.1% | Reduced |
| Independence Bank of Kentucky | 1,756 | $261.7K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 1,760 | $262.3K | 0.10% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,763 | $262.8K | 0.04% | +84+5.0% | Added |
| Phillips Wealth Planners LLC | 1,770 | $263.5K | 0.28% | −17−1.0% | Reduced |
| River Street Advisors LLC | 1,770 | $263.8K | 0.16% | −60−3.3% | Reduced |
| Act Two Investors LLC | 1,795 | $267.5K | 0.05% | +1,795 | New |