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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 4,425 | $659.5K | 0.18% | −527−10.6% | Reduced |
| Quantbot Technologies LP | 4,437 | $661.3K | 0.03% | +4,437 | New |
| Ellevest, Inc. | 4,457 | $664.3K | 0.04% | +213+5.0% | Added |
| Valeo Financial Advisors, LLC | 4,470 | $666.2K | 0.02% | +151+3.5% | Added |
| Skopos Labs, Inc. | 4,207 | $667.1K | 0.29% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,477 | $667.3K | 0.26% | +595+15.3% | Added |
| Caldwell Trust Co | 4,483 | $668.1K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,495 | $670.0K | 0.02% | +54+1.2% | Added |
| Allworth Financial LP | 4,298 | $670.7K | 0.00% | +846+24.5% | Added |
| Condor Capital Management | 4,531 | $675.3K | 0.06% | +27+0.6% | Added |
| EverSource Wealth Advisors, LLC | 4,149 | $678.7K | 0.05% | +459+12.4% | Added |
| Mystic Asset Management, Inc. | 4,555 | $678.9K | 0.27% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,581 | $682.8K | 0.01% | −351−7.1% | Reduced |
| Sargent Investment Group, LLC | 4,595 | $684.8K | 0.14% | +2,615+132.1% | Added |
| Drucker Wealth 3.0, LLC | 4,598 | $685.3K | 0.18% | +4,598 | New |
| Catalyst Funds Management Pty Ltd | 4,600 | $685.6K | 0.18% | −15,340−76.9% | Reduced |
| Axq Capital, LP | 4,603 | $686.0K | 0.16% | +4,603 | New |
| Sigma Planning Corp | 4,605 | $686.3K | 0.02% | −187−3.9% | Reduced |
| Principal Street Partners, LLC | 4,615 | $687.8K | 0.12% | −158−3.3% | Reduced |
| Roberts Glore & Co Inc | 4,618 | $688.3K | 0.21% | 00.0% | Unchanged |
| Ariel Investments, LLC | 4,642 | $691.8K | 0.01% | +25+0.5% | Added |
| 1st Source Bank | 4,655 | $693.8K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 4,679 | $697.4K | 0.39% | +4,679 | New |
| Blueshift Asset Management, LLC | 4,681 | $697.7K | 0.23% | +4,681 | New |
| 9258 Wealth Management, LLC | 4,716 | $702.9K | 0.11% | +432+10.1% | Added |
| Capital Investment Advisors, LLC | 4,720 | $703.5K | 0.02% | +57+1.2% | Added |
| Truvestments Capital LLC | 4,727 | $704.5K | 0.28% | +663+16.3% | Added |
| Ellis Investment Partners, LLC | 4,739 | $706.2K | 0.15% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,740 | $706.5K | 0.24% | +200+4.4% | Added |
| Principle Wealth Partners LLC | 4,763 | $709.9K | 0.05% | −180−3.6% | Reduced |
| Chesapeake Wealth Management | 4,783 | $712.9K | 0.26% | −107−2.2% | Reduced |
| Sandy Cove Advisors, LLC | 4,791 | $714.1K | 0.32% | −5−0.1% | Reduced |
| Crumly & Associates Inc. | 4,800 | $715.4K | 0.21% | −29−0.6% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $715.4K | 0.13% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,815 | $718.0K | 0.26% | 00.0% | Unchanged |
| Baader Bank INC | 4,916 | $729.2K | 0.06% | +126+2.6% | Added |
| iA Global Asset Management Inc. | 4,902 | $731.0K | 0.01% | +1,984+68.0% | Added |
| Convergence Financial, LLC | 4,917 | $732.8K | 0.19% | +4,917 | New |
| GM Advisory Group, Inc. | 4,944 | $736.9K | 0.05% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,976 | $741.6K | 0.08% | +114+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 5,008 | $746.4K | 0.02% | −18,127−78.4% | Reduced |
| SkyView Investment Advisors, LLC | 5,052 | $753.0K | 0.13% | +561+12.5% | Added |
| Forbes J M & Co LLP | 5,096 | $759.5K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,111 | $761.7K | 0.57% | +5,111 | New |
| CFO4Life Group, LLC | 5,118 | $762.8K | 0.14% | +41+0.8% | Added |
| Beacon Financial Group | 5,138 | $765.7K | 0.09% | −445−8.0% | Reduced |
| Forum Financial Management, LP | 5,158 | $768.7K | 0.01% | +3+0.1% | Added |
| Whittier Trust Co | 5,187 | $773.1K | 0.01% | +13+0.3% | Added |
| Cape Investment Advisory, Inc. | 5,202 | $775.3K | 0.35% | +106+2.1% | Added |
| 17 Capital Partners, LLC | 5,257 | $783.5K | 0.56% | +2,695+105.2% | Added |
| SlateStone Wealth, LLC | 5,308 | $791.0K | 0.09% | −43−0.8% | Reduced |
| Evergreen Capital Management LLC | 5,317 | $792.4K | 0.03% | +129+2.5% | Added |
| First Citizens Bank & Trust Co | 5,324 | $793.5K | 0.01% | −276−4.9% | Reduced |
| Banco BTG Pactual S.A. | 4,868 | $796.1K | 0.20% | +4,868 | New |
| Aigen Investment Management, LP | 5,367 | $799.9K | 0.16% | +5,367 | New |
| Modera Wealth Management, LLC | 5,374 | $800.9K | 0.01% | −26−0.5% | Reduced |
| LVM Capital Management Ltd | 5,400 | $805.0K | 0.09% | −25−0.5% | Reduced |
| DRW Securities, LLC | 5,431 | $805.1K | 0.05% | +5,431 | New |
| Parallel Advisors, LLC | 5,416 | $807.2K | 0.02% | +959+21.5% | Added |
| First American Trust, FSB | 5,425 | $808.6K | 0.08% | +118+2.2% | Added |
| Wedmont Private Capital | 5,289 | $810.3K | 0.05% | +391+8.0% | Added |
| Syon Capital LLC | 5,468 | $815.0K | 0.07% | +92+1.7% | Added |
| United Community Bank | 5,500 | $819.7K | 0.33% | −334−5.7% | Reduced |
| Parsons Capital Management Inc | 5,525 | $823.4K | 0.06% | −50−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,589 | $833.0K | 0.07% | +936+20.1% | Added |
| Shepherd Financial Partners LLC | 5,622 | $837.8K | 0.11% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5,689 | $847.9K | 0.27% | −1,546−21.4% | Reduced |
| Mutual Advisors, LLC | 5,217 | $848.9K | 0.03% | +28+0.5% | Added |
| Integrated Advisors Network LLC | 5,749 | $856.8K | 0.04% | −228−3.8% | Reduced |
| David Loasby | 5,808 | $864.8K | 0.08% | +200+3.6% | Added |
| Financial Insights, Inc. | 5,803 | $864.9K | 0.24% | −198−3.3% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $865.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,810 | $865.9K | 0.02% | −1,228−17.4% | Reduced |
| Kowal Investment Group, LLC | 5,820 | $867.5K | 0.17% | −30−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,843 | $870.8K | 0.02% | −23−0.4% | Reduced |
| Rehmann Capital Advisory Group | 5,865 | $874.1K | 0.06% | −259−4.2% | Reduced |
| Frank, Rimerman Advisors LLC | 5,875 | $875.6K | 0.06% | +5,859+36,618.8% | Added |
| Beacon Pointe Advisors, LLC | 5,917 | $881.9K | 0.01% | −291−4.7% | Reduced |
| Eqis Capital Management, Inc. | 5,924 | $882.9K | 0.07% | +787+15.3% | Added |
| Smartleaf Asset Management LLC | 5,935 | $884.8K | 0.15% | +1,503+33.9% | Added |
| Johnson Financial Group, Inc. | 5,943 | $885.7K | 0.04% | +1,128+23.4% | Added |
| Stonebrook Private Inc. | 5,956 | $887.7K | 0.26% | −55−0.9% | Reduced |
| Prentiss Smith & Co Inc | 5,957 | $887.8K | 0.62% | −28−0.5% | Reduced |
| Boston Trust Walden Corp | 5,975 | $890.5K | 0.01% | −43−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,976 | $890.7K | 0.01% | −1,635−21.5% | Reduced |
| Wunderlich Capital Managemnt | 6,021 | $897.4K | 0.40% | +519+9.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,081 | $906.3K | 0.03% | −2,630−30.2% | Reduced |
| Maia Wealth LLC | 5,858 | $910.2K | 0.27% | +5,858 | New |
| Cigna Investments Inc | 6,112 | $911.0K | 0.17% | −229−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 6,150 | $916.6K | 0.01% | +750+13.9% | Added |
| Ameritas Investment Partners, Inc. | 6,157 | $917.6K | 0.03% | −335−5.2% | Reduced |
| Eukles Asset Management | 6,163 | $918.5K | 0.40% | −13−0.2% | Reduced |
| Wright Investors Service Inc | 6,175 | $920.3K | 0.24% | +3,054+97.9% | Added |
| Copperwynd Financial, LLC | 5,651 | $924.4K | 0.30% | +249+4.6% | Added |
| Portman Square Capital LLP | 6,212 | $925.8K | 0.31% | +6,212 | New |
| Aurora Investment Counsel | 6,226 | $927.9K | 0.54% | −704−10.2% | Reduced |
| Atlas Capital Advisors LLC | 6,229 | $928.4K | 0.12% | −80−1.3% | Reduced |
| Townsend Asset Management Corp | 6,245 | $930.8K | 0.36% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,250 | $931.5K | 0.07% | +123+2.0% | Added |
| Wintrust Investments LLC | 6,288 | $937.0K | 0.08% | +20+0.3% | Added |