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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 1,807 | $269.0K | 0.04% | −101−5.3% | Reduced |
| Security Financial Services, INC. | 1,805 | $269.0K | 0.06% | +7+0.4% | Added |
| Cromwell Holdings LLC | 1,807 | $269.3K | 0.16% | +1,807 | New |
| Edge Capital Group, LLC | 1,816 | $270.7K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,818 | $271.0K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,826 | $272.1K | 0.03% | +1,826 | New |
| Lodestar Private Asset Management LLC | 1,830 | $272.7K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,834 | $273.3K | 0.01% | −267−12.7% | Reduced |
| Belpointe Asset Management LLC | 1,842 | $274.5K | 0.02% | −766−29.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,848 | $275.4K | 0.10% | +108+6.2% | Added |
| State of Wyoming | 1,867 | $278.3K | 0.05% | +1,204+181.6% | Added |
| Mitchell Sinkler & Starr | 1,767 | $278.6K | 0.07% | +1,767 | New |
| CKW Financial Group | 1,900 | $280.0K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,879 | $280.0K | 0.01% | +55+3.0% | Added |
| Canandaigua National Bank & Trust Co | 1,883 | $280.6K | 0.03% | −145−7.1% | Reduced |
| Palogic Value Management, L.P. | 1,885 | $280.9K | 0.12% | +27+1.5% | Added |
| Goldstein Advisors, LLC | 1,893 | $282.1K | 0.05% | +7+0.4% | Added |
| Marcum Wealth, LLC | 1,893 | $282.1K | 0.03% | +32+1.7% | Added |
| Perkins Coie Trust Co | 1,901 | $283.3K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,910 | $284.7K | 0.00% | +131+7.4% | Added |
| Warren Averett Asset Management, LLC | 1,914 | $285.2K | 0.01% | −78−3.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,921 | $286.2K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 1,924 | $286.8K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,928 | $287.3K | 0.11% | +162+9.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,932 | $287.9K | 0.01% | −612−24.1% | Reduced |
| Centaurus Financial, Inc. | 1,931 | $288.0K | 0.02% | +314+19.4% | Added |
| Wealth Management Associates, Inc. | 1,938 | $288.8K | 0.14% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,941 | $289.3K | 0.13% | −43−2.2% | Reduced |
| Sky Investment Group LLC | 1,945 | $289.9K | 0.06% | +1,945 | New |
| Boston Mountain Money Management Inc | 1,956 | $291.5K | 0.19% | −50−2.5% | Reduced |
| SageView Advisory Group, LLC | 1,957 | $291.7K | 0.01% | −12,621−86.6% | Reduced |
| Old Port Advisors | 1,959 | $292.0K | 0.09% | +9+0.5% | Added |
| Nixon Peabody Trust Co | 1,975 | $294.4K | 0.03% | −1,210−38.0% | Reduced |
| Keystone Financial Services | 1,979 | $295.0K | 0.12% | +80+4.2% | Added |
| Ronald Blue Trust, Inc. | 1,848 | $295.3K | 0.00% | +882+91.3% | Added |
| West Family Investments, Inc. | 1,982 | $295.4K | 0.09% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,987 | $296.2K | 0.11% | +1,987 | New |
| Brass Tax Wealth Management, Inc | 1,987 | $296.2K | 0.06% | +1,987 | New |
| Castleark Management LLC | 2,000 | $298.1K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $298.1K | 0.05% | 00.0% | Unchanged |
| Arden Trust Co | 2,011 | $299.7K | 0.04% | −10.0% | Reduced |
| Highlander Partners, L.P. | 1,900 | $300.5K | 0.20% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,022 | $301.4K | 0.05% | −54−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,031 | $302.7K | 0.05% | −167−7.6% | Reduced |
| Ci Investments Inc. | 2,038 | $304.0K | 0.00% | −207−9.2% | Reduced |
| Greenwich Investment Management, Inc. | 2,043 | $304.5K | 0.28% | −180−8.1% | Reduced |
| Physicians Financial Services, Inc. | 2,048 | $305.0K | 0.10% | −17−0.8% | Reduced |
| Cable Hill Partners, LLC | 2,069 | $308.4K | 0.03% | +2,069 | New |
| Cowa, LLC | 2,071 | $308.7K | 0.16% | −38−1.8% | Reduced |
| Excalibur Management Corp | 2,094 | $312.1K | 0.13% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,095 | $312.2K | 0.03% | −288−12.1% | Reduced |
| Strategic Blueprint, LLC | 2,098 | $312.6K | 0.02% | −14−0.7% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $313.0K | 0.10% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,109 | $314.3K | 0.25% | +279+15.2% | Added |
| Western Wealth Management, LLC | 2,116 | $315.4K | 0.02% | +99+4.9% | Added |
| Keudell/Morrison Wealth Management | 2,118 | $315.7K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,123 | $316.4K | 0.19% | −133−5.9% | Reduced |
| Fielder Capital Group LLC | 2,130 | $317.5K | 0.12% | +68+3.3% | Added |
| Aaron Wealth Advisors | 2,138 | $318.6K | 0.04% | +387+22.1% | Added |
| 3Chopt Investment Partners, LLC | 2,148 | $320.1K | 0.10% | +2,148 | New |
| Boit C F David | 2,150 | $320.4K | 0.17% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,163 | $322.4K | 0.17% | +505+30.5% | Added |
| Stock Yards Bank & Trust Co | 2,167 | $323.0K | 0.01% | −1,100−33.7% | Reduced |
| Soltis Investment Advisors LLC | 2,169 | $323.3K | 0.03% | +77+3.7% | Added |
| Valmark Advisers, Inc. | 2,175 | $324.2K | 0.01% | +692+46.7% | Added |
| Teza Capital Management LLC | 2,177 | $324.5K | 0.04% | +2,177 | New |
| RMR Wealth Builders | 2,179 | $324.8K | 0.04% | −95−4.2% | Reduced |
| Oxford Financial Group Ltd | 2,179 | $324.8K | 0.02% | +39+1.8% | Added |
| Proficio Capital Partners LLC | 2,185 | $325.7K | 0.03% | −49−2.2% | Reduced |
| Aveo Capital Partners, LLC | 2,185 | $325.7K | 0.04% | −86−3.8% | Reduced |
| Dechtman Wealth Management, LLC | 2,188 | $326.1K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,994 | $326.2K | 0.03% | +225+12.7% | Added |
| Kaizen Financial Strategies | 2,016 | $328.8K | 0.21% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,208 | $329.1K | 0.11% | −675−23.4% | Reduced |
| Cypress Capital Group | 2,208 | $329.1K | 0.04% | +139+6.7% | Added |
| Cornerstone Wealth Group, LLC | 2,225 | $331.6K | 0.03% | +43+2.0% | Added |
| Schnieders Capital Management LLC | 2,232 | $332.7K | 0.07% | +510+29.6% | Added |
| Gryphon Financial Partners LLC | 2,237 | $333.4K | 0.05% | +923+70.2% | Added |
| L2 Asset Management, LLC | 2,244 | $334.4K | 0.10% | +155+7.4% | Added |
| Arrow Financial Corp | 2,250 | $335.3K | 0.03% | −50−2.2% | Reduced |
| Avitas Wealth Management LLC | 2,262 | $337.1K | 0.05% | −127−5.3% | Reduced |
| Trust Point Inc. | 2,264 | $337.4K | 0.03% | −339−13.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,267 | $337.9K | 0.02% | +318+16.3% | Added |
| Commerzbank Aktiengesellschaft | 2,278 | $340.0K | 0.01% | +130+6.1% | Added |
| Harvest Fund Management Co., Ltd | 2,286 | $341.0K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $341.6K | 0.04% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,294 | $341.9K | 0.02% | −126−5.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,295 | $342.0K | 0.08% | −200−8.0% | Reduced |
| Center for Financial Planning, Inc. | 2,297 | $342.3K | 0.05% | +22+1.0% | Added |
| Trust Co of Vermont | 2,312 | $344.6K | 0.02% | +1,416+158.0% | Added |
| Fosun International Ltd | 2,313 | $344.7K | 0.12% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 2,180 | $345.8K | 0.21% | +24+1.1% | Added |
| Sax Wealth Advisors, LLC | 2,324 | $346.4K | 0.03% | −100−4.1% | Reduced |
| Horan Securities, Inc. | 2,332 | $347.6K | 0.15% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,332 | $347.6K | 0.13% | +3+0.1% | Added |
| IHT Wealth Management, LLC | 2,321 | $348.9K | 0.01% | +72+3.2% | Added |
| Andina Capital Management, LLC | 2,342 | $349.1K | 0.26% | +70+3.1% | Added |
| Premier Path Wealth Partners, LLC | 2,357 | $351.2K | 0.06% | +30+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $354.1K | 0.20% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,385 | $355.5K | 0.02% | −60−2.5% | Reduced |