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 |
|---|---|---|---|---|---|
| Landaas & Co | 6,313 | $941.0K | 0.29% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,320 | $941.9K | 0.12% | −18−0.3% | Reduced |
| Nicolet Bankshares Inc | 6,359 | $947.7K | 0.24% | −231−3.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $950.9K | 0.36% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,381 | $951.0K | 0.14% | +930+17.1% | Added |
| Institute for Wealth Management, LLC. | 6,389 | $952.2K | 0.13% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 6,399 | $953.7K | 0.05% | −48−0.7% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $953.9K | 0.64% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,423 | $957.3K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,429 | $958.2K | 0.06% | −2,456−27.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,344 | $958.5K | 0.09% | −1,512−19.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,460 | $962.8K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,500 | $968.8K | 0.15% | −3,500−35.0% | Reduced |
| NBT Bank N A | 6,510 | $970.3K | 0.07% | −577−8.1% | Reduced |
| NorthRock Partners, LLC | 6,561 | $977.9K | 0.04% | +257+4.1% | Added |
| Voya Financial Advisors, Inc. | 6,581 | $981.0K | 0.11% | +285+4.5% | Added |
| Quadrant Capital Group LLC | 6,588 | $981.9K | 0.07% | +551+9.1% | Added |
| Smith, Moore & Co. | 6,632 | $988.4K | 0.10% | +805+13.8% | Added |
| Capital International Sarl | 6,645 | $990.4K | 0.03% | +3,680+124.1% | Added |
| Boston Family Office LLC | 6,672 | $994.0K | 0.07% | +2,447+57.9% | Added |
| Occudo Quantitative Strategies LP | 6,695 | $997.8K | 0.18% | +6,695 | New |
| Legacy Advisors, LLC | 6,735 | $1.00M | 0.12% | +668+11.0% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.01M | 0.99% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,757 | $1.01M | 0.08% | +5,477+427.9% | Added |
| USA Financial Portformulas Corp | 6,776 | $1.01M | 0.16% | +488+7.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,788 | $1.01M | 0.00% | −4,265−38.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,785 | $1.01M | 0.03% | −2,683−28.3% | Reduced |
| VeraBank, N.A. | 6,805 | $1.01M | 0.32% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,828 | $1.02M | 0.35% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,841 | $1.02M | 0.04% | −191−2.7% | Reduced |
| Bowman & Co S.C. | 6,844 | $1.02M | 0.59% | +545+8.7% | Added |
| Tectonic Advisors LLC | 6,888 | $1.03M | 0.07% | +467+7.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,940 | $1.03M | 0.03% | +1,759+34.0% | Added |
| Transcend Wealth Collective, LLC | 6,958 | $1.04M | 0.08% | +2,237+47.4% | Added |
| Brown Capital Management LLC | 7,042 | $1.05M | 0.02% | +8+0.1% | Added |
| Avantax Planning Partners, Inc. | 7,053 | $1.05M | 0.03% | +7,053 | New |
| RDA Financial Network | 7,070 | $1.05M | 0.35% | +4+0.1% | Added |
| Legacy Trust | 7,112 | $1.06M | 0.26% | −47−0.7% | Reduced |
| Quantitative Investment Management, LLC | 7,138 | $1.06M | 0.12% | +7,138 | New |
| Groupama Asset Managment | 7,325 | $1.09M | 0.02% | +3,600+96.6% | Added |
| Wesbanco Bank Inc | 7,343 | $1.09M | 0.04% | +635+9.5% | Added |
| Farther Finance Advisors, LLC | 7,456 | $1.10M | 0.05% | +5,381+259.3% | Added |
| Spinnaker Trust | 7,371 | $1.10M | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 7,400 | $1.10M | 0.09% | 00.0% | Unchanged |
| CSS LLC | 7,400 | $1.10M | 0.08% | +700+10.4% | Added |
| Abacus Planning Group, Inc. | 7,445 | $1.11M | 0.22% | +38+0.5% | Added |
| Peoples Bank | 7,450 | $1.11M | 0.58% | −140−1.8% | Reduced |
| Meritage Portfolio Management | 7,493 | $1.12M | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,509 | $1.12M | 0.00% | +4,347+137.5% | Added |
| Legend Financial Advisors, Inc. | 7,526 | $1.12M | 0.80% | 00.0% | Unchanged |
| Gould Capital, LLC | 7,551 | $1.13M | 0.79% | +175+2.4% | Added |
| True North Advisors, LLC | 7,558 | $1.13M | 0.30% | −5−0.1% | Reduced |
| Court Place Advisors, LLC | 7,558 | $1.13M | 0.35% | +710+10.4% | Added |
| Chicago Trust Co NA | 7,585 | $1.13M | 0.23% | +45+0.6% | Added |
| Stevard, LLC | 7,600 | $1.13M | 0.98% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7,108 | $1.14M | 0.53% | 00.0% | Unchanged |
| First Nebraska Trust Co | 7,635 | $1.14M | 0.12% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 7,635 | $1.14M | 0.56% | +7,635 | New |
| Intelligence Driven Advisers, LLC | 7,681 | $1.14M | 0.16% | +16+0.2% | Added |
| Change Path, LLC | 7,683 | $1.15M | 0.06% | −767−9.1% | Reduced |
| Boston Private Wealth LLC | 7,698 | $1.15M | 0.03% | −2,284−22.9% | Reduced |
| Anchor Capital Advisors LLC | 7,715 | $1.15M | 0.03% | −330−4.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.16M | 0.53% | −387−4.8% | Reduced |
| JGP Wealth Management, LLC | 7,765 | $1.16M | 0.17% | +289+3.9% | Added |
| Sciencast Management LP | 7,765 | $1.16M | 0.40% | +7,765 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7,769 | $1.16M | 0.33% | −274−3.4% | Reduced |
| IFP Advisors, Inc | 7,778 | $1.16M | 0.05% | +301+4.0% | Added |
| Haverford Trust Co | 7,796 | $1.16M | 0.01% | +6,540+520.7% | Added |
| Washington Trust Co | 7,895 | $1.18M | 0.04% | −948−10.7% | Reduced |
| Miracle Mile Advisors, LLC | 7,918 | $1.18M | 0.03% | +365+4.8% | Added |
| Ballentine Partners, LLC | 7,961 | $1.19M | 0.02% | +799+11.2% | Added |
| Dean Investment Associates, LLC | 7,969 | $1.19M | 0.17% | −575−6.7% | Reduced |
| Synergy Financial Management, LLC | 7,980 | $1.19M | 0.19% | +1,558+24.3% | Added |
| AlTi Global, Inc. | 8,005 | $1.19M | 0.03% | +6,751+538.4% | Added |
| Grimes & Company, Inc. | 8,012 | $1.19M | 0.04% | +99+1.3% | Added |
| Brown Brothers Harriman & Co | 8,047 | $1.20M | 0.01% | −548−6.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.20M | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,096 | $1.21M | 0.23% | +5,226+182.1% | Added |
| Integral Investment Advisors, Inc. | 8,200 | $1.22M | 0.45% | +1,685+25.9% | Added |
| Semmax Financial Advisors Inc. | 7,547 | $1.23M | 0.37% | +945+14.3% | Added |
| SRS Capital Advisors, Inc. | 8,263 | $1.23M | 0.12% | +144+1.8% | Added |
| Lederer & Associates Investment Counsel | 8,372 | $1.25M | 0.90% | −400−4.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,383 | $1.25M | 0.02% | +284+3.5% | Added |
| Addison Advisors LLC | 8,397 | $1.25M | 0.40% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 8,440 | $1.26M | 0.05% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 8,459 | $1.26M | 0.28% | −214−2.5% | Reduced |
| Flputnam Investment Management Co | 8,484 | $1.26M | 0.02% | +8,484 | New |
| Horizon Investments, LLC | 8,701 | $1.30M | 0.04% | −687−7.3% | Reduced |
| Empowered Funds, LLC | 8,702 | $1.30M | 0.02% | +1,074+14.1% | Added |
| Freestone Capital Holdings, LLC | 8,704 | $1.30M | 0.05% | −26−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,705 | $1.30M | 0.01% | +1,893+27.8% | Added |
| Archford Capital Strategies, LLC | 8,736 | $1.30M | 0.21% | +154+1.8% | Added |
| Regal Investment Advisors LLC | 8,767 | $1.31M | 0.09% | +445+5.3% | Added |
| Key Financial Inc | 8,812 | $1.31M | 0.31% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,813 | $1.31M | 0.05% | −422−4.6% | Reduced |
| Wayfinding Financial, LLC | 8,822 | $1.31M | 0.74% | −40.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.31M | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,846 | $1.32M | 0.12% | +3,010+51.6% | Added |
| Arcataur Capital Management LLC | 8,854 | $1.32M | 0.47% | −30−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,854 | $1.32M | 0.04% | +336+3.9% | Added |