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 |
|---|---|---|---|---|---|
| Old National Bancorp | 2,385 | $355.5K | 0.01% | −28−1.2% | Reduced |
| Group One Trading, L.P. | 2,396 | $357.1K | 0.01% | +2,396 | New |
| Meyer Handelman Co | 2,400 | $357.7K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $357.7K | 0.14% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $359.2K | 0.17% | 00.0% | Unchanged |
| Invesco, LLC | 2,412 | $359.5K | 0.15% | −123−4.9% | Reduced |
| Peterson Wealth Services | 2,427 | $361.7K | 0.13% | +15+0.6% | Added |
| Childress Capital Advisors, LLC | 2,427 | $361.7K | 0.10% | +73+3.1% | Added |
| Cascade Financial Partners, LLC | 2,428 | $361.9K | 0.05% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,440 | $364.0K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,447 | $364.8K | 0.03% | +72+3.0% | Added |
| M3 Advisory Group, LLC | 2,474 | $368.8K | 0.30% | +269+12.2% | Added |
| Capital Asset Advisory Services LLC | 2,444 | $369.3K | 0.02% | −1,180−32.6% | Reduced |
| Castleview Partners, LLC | 2,484 | $370.2K | 0.21% | +955+62.5% | Added |
| WBH Advisory Inc | 2,493 | $371.6K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,505 | $373.3K | 0.13% | −259−9.4% | Reduced |
| Leavell Investment Management, Inc. | 2,511 | $374.0K | 0.02% | +116+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $375.0K | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,523 | $376.0K | 0.00% | +2,523 | New |
| Northwest Bancshares, Inc. | 2,541 | $378.7K | 0.06% | −1,495−37.0% | Reduced |
| Arkadios Wealth Advisors | 2,543 | $379.0K | 0.03% | +2,543 | New |
| Waterloo Capital, L.P. | 2,545 | $379.3K | 0.05% | −591−18.8% | Reduced |
| Venture Visionary Partners LLC | 2,563 | $382.0K | 0.02% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,568 | $382.7K | 0.44% | −3,044−54.2% | Reduced |
| CVA Family Office, LLC | 2,568 | $382.7K | 0.07% | +25+1.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,577 | $384.1K | 0.09% | −75−2.8% | Reduced |
| Y.D. More Investments Ltd | 2,577 | $384.1K | 0.04% | −149−5.5% | Reduced |
| Trueblood Wealth Management, LLC | 2,577 | $384.1K | 0.22% | +30+1.2% | Added |
| Gen-Wealth Partners Inc | 2,592 | $386.3K | 0.19% | +492+23.4% | Added |
| Everhart Financial Group, Inc. | 2,601 | $387.7K | 0.10% | +231+9.7% | Added |
| Csenge Advisory Group | 2,628 | $391.7K | 0.02% | +200+8.2% | Added |
| Salem Investment Counselors Inc | 2,643 | $393.9K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,644 | $394.1K | 0.07% | +1,242+88.6% | Added |
| Mesirow Financial Investment Management, Inc. | 2,645 | $394.2K | 0.01% | −63−2.3% | Reduced |
| Sandler Capital Management | 2,650 | $395.0K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,654 | $396.0K | 0.18% | −543−17.0% | Reduced |
| Foster & Motley Inc | 2,660 | $396.0K | 0.03% | −350−11.6% | Reduced |
| Resonant Capital Advisors, LLC | 2,667 | $397.5K | 0.03% | +171+6.9% | Added |
| Private Trust Co NA | 2,676 | $398.8K | 0.04% | +66+2.5% | Added |
| Essex Financial Services, Inc. | 2,508 | $401.6K | 0.03% | +376+17.6% | Added |
| Arete Wealth Advisors, LLC | 2,699 | $402.0K | 0.03% | +2,699 | New |
| Dogwood Wealth Management LLC | 2,698 | $402.2K | 0.25% | +384+16.6% | Added |
| Somerset Group LLC | 2,700 | $402.4K | 0.36% | +2,700 | New |
| Fort Washington Investment Advisors Inc | 2,705 | $403.2K | 0.00% | +304+12.7% | Added |
| Wealth Alliance | 2,709 | $403.7K | 0.05% | −1,276−32.0% | Reduced |
| PFG Investments, LLC | 2,734 | $407.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,741 | $408.5K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,747 | $409.4K | 0.01% | −343−11.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,751 | $410.0K | 0.04% | +128+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,760 | $411.4K | 0.04% | +101+3.8% | Added |
| Greatmark Investment Partners, Inc. | 2,785 | $415.1K | 0.06% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,845 | $418.6K | 0.12% | −53−1.8% | Reduced |
| CRA Financial Services, LLC | 2,843 | $423.7K | 0.09% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,848 | $424.5K | 0.01% | +12+0.4% | Added |
| Catalyst Financial Partners LLC | 2,858 | $426.0K | 0.09% | +219+8.3% | Added |
| PDS Planning, Inc | 2,865 | $427.0K | 0.04% | +49+1.7% | Added |
| Mather Group, LLC. | 2,674 | $427.4K | 0.01% | +973+57.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,884 | $429.8K | 0.01% | −10.0% | Reduced |
| Schmidt P J Investment Management Inc | 2,888 | $430.4K | 0.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,901 | $432.4K | 0.00% | +19+0.7% | Added |
| Callan Family Office, LLC | 2,904 | $432.8K | 0.08% | +2,904 | New |
| Raleigh Capital Management Inc. | 2,931 | $436.8K | 0.19% | +460+18.6% | Added |
| Long Run Wealth Advisors, LLC | 2,943 | $438.6K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,958 | $440.9K | 0.01% | +589+24.9% | Added |
| Apeiron RIA LLC | 2,960 | $441.2K | 0.14% | −7−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $441.9K | 0.05% | −10−0.3% | Reduced |
| One Wealth Advisors, LLC | 2,736 | $442.1K | 0.09% | +291+11.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,978 | $443.8K | 0.14% | −10.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,014 | $449.2K | 0.03% | −1,335−30.7% | Reduced |
| Santori & Peters | 3,031 | $451.7K | 0.19% | −217−6.7% | Reduced |
| Congress Wealth Management LLC | 3,040 | $453.2K | 0.01% | +875+40.4% | Added |
| Forte Capital LLC | 3,047 | $454.1K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,047 | $454.1K | 0.05% | +218+7.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,061 | $457.0K | 0.00% | +1,040+51.5% | Added |
| Waypoint Capital Advisors, LLC | 3,067 | $457.1K | 0.11% | +55+1.8% | Added |
| BSW Wealth Partners | 3,069 | $457.4K | 0.08% | +248+8.8% | Added |
| Riverbridge Partners LLC | 3,080 | $459.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,080 | $459.0K | 0.06% | +3,080 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $459.2K | 0.03% | +213+7.4% | Added |
| Versor Investments LP | 3,088 | $460.2K | 0.08% | +1,600+107.5% | Added |
| Pointe Capital Management LLC | 3,102 | $462.3K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,109 | $463.4K | 0.17% | +34+1.1% | Added |
| Atlantic Trust, LLC | 3,152 | $469.8K | 0.12% | +27+0.9% | Added |
| Optas, LLC | 3,162 | $471.3K | 0.12% | +49+1.6% | Added |
| First Manhattan Co | 3,164 | $471.6K | 0.00% | +1,354+74.8% | Added |
| Wolverine Trading, LLC | 3,165 | $471.7K | 0.01% | +3,165 | New |
| Marotta Asset Management | 3,211 | $472.5K | 0.10% | +11+0.3% | Added |
| Beacon Financial Advisory LLC | 3,188 | $475.1K | 0.18% | +3,188 | New |
| Brighton Jones LLC | 3,201 | $477.1K | 0.02% | +643+25.1% | Added |
| TD Private Client Wealth LLC | 3,206 | $477.8K | 0.02% | +29+0.9% | Added |
| CTC Alternative Strategies, Ltd. | 3,210 | $478.4K | 0.20% | +3,210 | New |
| Naples Global Advisors, LLC | 3,211 | $478.6K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,224 | $480.5K | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,226 | $480.8K | 0.02% | +1,920+147.0% | Added |
| World Equity Group, Inc. | 3,236 | $482.3K | 0.14% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,244 | $483.5K | 0.02% | −453−12.3% | Reduced |
| Matisse Capital | 3,248 | $484.1K | 0.24% | 00.0% | Unchanged |
| ORG Partners LLC | 3,303 | $486.1K | 0.06% | +3,197+3,016.0% | Added |
| Hilltop Holdings Inc. | 3,264 | $486.5K | 0.06% | −8−0.2% | Reduced |
| Thrive Wealth Management, LLC | 3,289 | $490.2K | 0.10% | +26+0.8% | Added |