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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 3,297 | $491.3K | 0.03% | −305−8.5% | Reduced |
| Summit Financial, LLC | 3,314 | $493.9K | 0.02% | +1,346+68.4% | Added |
| Wallace Advisory Group, LLC | 3,317 | $494.4K | 0.36% | −381−10.3% | Reduced |
| Buckingham Strategic Partners | 3,320 | $494.8K | 0.01% | −200−5.7% | Reduced |
| Stevens Capital Management LP | 3,323 | $495.0K | 0.17% | +3,323 | New |
| Capital International Inc | 3,324 | $495.4K | 0.01% | +250+8.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,325 | $495.6K | 0.03% | +323+10.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,359 | $500.4K | 0.02% | +3,359 | New |
| Cookson Peirce & Co Inc | 3,374 | $502.9K | 0.02% | +16+0.5% | Added |
| Red Door Wealth Management, LLC | 3,377 | $503.3K | 0.09% | +198+6.2% | Added |
| Aspire Private Capital, LLC | 3,380 | $503.8K | 0.13% | −3,773−52.7% | Reduced |
| Twin City Private Wealth, LLC | 3,387 | $504.8K | 0.48% | +288+9.3% | Added |
| Insigneo Advisory Services, LLC | 3,263 | $505.0K | 0.06% | +420+14.8% | Added |
| Waldron Private Wealth LLC | 3,393 | $505.7K | 0.02% | −17−0.5% | Reduced |
| Hoylecohen, LLC | 3,401 | $506.9K | 0.04% | −814−19.3% | Reduced |
| Geller Advisors LLC | 3,404 | $507.3K | 0.04% | −38−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,420 | $509.7K | 0.28% | −550−13.9% | Reduced |
| Epiq Partners, LLC | 3,421 | $509.9K | 0.35% | +14+0.4% | Added |
| Grandfield & Dodd, LLC | 3,446 | $513.6K | 0.03% | −98−2.8% | Reduced |
| Pegasus Partners Ltd. | 3,446 | $513.6K | 0.05% | +525+18.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,446 | $513.6K | 0.04% | +3,446 | New |
| MMBG Investment Advisors Co. | 3,450 | $514.2K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,480 | $518.7K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,512 | $523.4K | 0.08% | +289+9.0% | Added |
| Zimmermann Investment Management & Planning LLC | 3,527 | $525.7K | 0.18% | +586+19.9% | Added |
| Ritholtz Wealth Management | 3,543 | $528.0K | 0.02% | +19+0.5% | Added |
| Financial Planning & Information Services, Inc. | 3,548 | $528.8K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $529.1K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,550 | $529.1K | 0.07% | +1,830+106.4% | Added |
| Chicago Capital, LLC | 3,551 | $529.2K | 0.02% | −15−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 3,555 | $529.8K | 0.03% | +215+6.4% | Added |
| Holderness Investments Co | 3,565 | $531.3K | 0.13% | 00.0% | Unchanged |
| Miramar Capital, LLC | 3,575 | $532.8K | 0.13% | +3,575 | New |
| Banque Cantonale Vaudoise | 3,578 | $534.0K | 0.02% | +1,494+71.7% | Added |
| Epic Trust Investment Advisors, LLC | 3,614 | $538.6K | 0.59% | +363+11.2% | Added |
| D.B. Root & Company, LLC | 3,628 | $540.7K | 0.18% | +3,628 | New |
| Ironsides Asset Advisors, LLC | 3,635 | $541.8K | 0.18% | −60−1.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,645 | $543.3K | 0.24% | −10−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,508 | $548.0K | 0.08% | −283−7.5% | Reduced |
| Boston Financial Mangement LLC | 3,682 | $548.8K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 3,700 | $551.4K | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,725 | $555.2K | 0.05% | −1,150−23.6% | Reduced |
| Citadel Investment Advisory, Inc. | 3,740 | $557.0K | 0.32% | 00.0% | Unchanged |
| Vista Investment Management | 3,750 | $558.9K | 0.23% | −183−4.7% | Reduced |
| Cascade Investment Group, Inc. | 3,783 | $563.8K | 0.44% | −890−19.0% | Reduced |
| Legacy Wealth Management, LLC | 3,800 | $566.4K | 0.24% | −234−5.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,800 | $566.4K | 0.10% | 00.0% | Unchanged |
| Dohj, LLC | 3,802 | $566.6K | 0.14% | +3,802 | New |
| Alpha Family Trust | 3,805 | $567.1K | 0.33% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,822 | $569.6K | 0.10% | −10.0% | Reduced |
| Lafayette Investments, Inc. | 3,874 | $577.4K | 0.13% | −200−4.9% | Reduced |
| nVerses Capital, LLC | 3,900 | $581.3K | 0.35% | +3,900 | New |
| Freemont Management S.A. | 3,900 | $581.3K | 0.34% | −19,500−83.3% | Reduced |
| Alberta Investment Management Corp | 3,900 | $581.3K | 0.01% | −8,400−68.3% | Reduced |
| Madrona Financial Services, LLC | 3,907 | $582.3K | 0.18% | −6−0.2% | Reduced |
| Bank of Hawaii | 3,923 | $584.7K | 0.03% | +3,923 | New |
| Checchi Capital Advisers, LLC | 3,954 | $589.3K | 0.05% | −7−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,980 | $593.2K | 0.17% | −574−12.6% | Reduced |
| Copperleaf Capital, LLC | 3,986 | $594.1K | 0.47% | +116+3.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $595.7K | 0.11% | −37−0.9% | Reduced |
| GeoWealth Management, LLC | 3,997 | $595.7K | 0.03% | +72+1.8% | Added |
| Bryn Mawr Trust Co | 4,000 | $596.2K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $596.2K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 4,005 | $596.9K | 0.29% | −61−1.5% | Reduced |
| Avestar Capital, LLC | 4,022 | $599.4K | 0.07% | +430+12.0% | Added |
| Parkside Financial Bank & Trust | 4,023 | $599.6K | 0.09% | +75+1.9% | Added |
| Accent Capital Management, LLC | 4,036 | $601.5K | 0.37% | −10.0% | Reduced |
| Opal Wealth Advisors, LLC | 4,056 | $604.5K | 0.19% | −338−7.7% | Reduced |
| Vista Capital Partners, Inc. | 4,072 | $606.9K | 0.08% | +72+1.8% | Added |
| Williamson Legacy Group, LLC | 4,074 | $607.2K | 0.45% | +4,074 | New |
| KMG Fiduciary Partners, LLC | 4,080 | $608.0K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,082 | $608.3K | 0.02% | +33+0.8% | Added |
| Evergreen Wealth Solutions, LLC | 4,140 | $617.0K | 0.44% | −318−7.1% | Reduced |
| Atomi Financial Group, Inc. | 4,141 | $617.2K | 0.05% | −236−5.4% | Reduced |
| HF Advisory Group, LLC | 4,148 | $618.2K | 0.32% | +298+7.7% | Added |
| Clarius Group, LLC | 4,149 | $618.4K | 0.04% | +9+0.2% | Added |
| Proequities, Inc. | 4,159 | $619.9K | 0.04% | +2,142+106.2% | Added |
| KFG Wealth Management, LLC | 4,170 | $621.5K | 0.25% | +99+2.4% | Added |
| First Heartland Consultants, Inc. | 4,174 | $622.0K | 0.06% | +7+0.2% | Added |
| US Asset Management LLC | 4,190 | $624.0K | 0.56% | −181−4.1% | Reduced |
| Symmetry Partners, LLC | 4,188 | $624.0K | 0.03% | +801+23.6% | Added |
| Stonebridge Capital Advisors LLC | 4,187 | $624.0K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 4,187 | $624.0K | 0.02% | +86+2.1% | Added |
| Bank of Stockton | 4,197 | $625.5K | 0.20% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,200 | $626.0K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,215 | $628.0K | 0.01% | +263+6.7% | Added |
| Park Place Capital Corp | 4,214 | $628.1K | 0.20% | +1,294+44.3% | Added |
| GPS Wealth Strategies Group, LLC | 4,220 | $628.9K | 0.09% | −193−4.4% | Reduced |
| ERn Financial, LLC | 4,237 | $631.5K | 0.10% | +4+0.1% | Added |
| Confluence Wealth Services, Inc. | 4,263 | $635.4K | 0.05% | +214+5.3% | Added |
| LMR Partners LLP | 4,265 | $635.7K | 0.01% | +466+12.3% | Added |
| Strategic Wealth Partners, Ltd. | 4,272 | $636.7K | 0.07% | −478−10.1% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $637.9K | 0.13% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,330 | $645.3K | 0.39% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,358 | $649.5K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,364 | $650.4K | 0.05% | −28,750−86.8% | Reduced |
| Optimum Investment Advisors | 4,365 | $650.6K | 0.29% | −250−5.4% | Reduced |
| Herr Investment Group LLC | 4,376 | $652.2K | 0.19% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,399 | $655.6K | 0.49% | −110−2.4% | Reduced |
| Sheets Smith Wealth Management | 4,400 | $655.8K | 0.08% | −511−10.4% | Reduced |