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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 8,875 | $1.32M | 0.01% | +1,371+18.3% | Added |
| HighPoint Advisor Group LLC | 8,203 | $1.34M | 0.08% | +110+1.4% | Added |
| Callahan Advisors, LLC | 8,985 | $1.34M | 0.14% | −500−5.3% | Reduced |
| Bayesian Capital Management, LP | 9,000 | $1.34M | 0.15% | +9,000 | New |
| Green Harvest Asset Management LLC | 9,061 | $1.35M | 0.03% | +371+4.3% | Added |
| Seven Eight Capital, LP | 9,183 | $1.37M | 0.14% | +9,183 | New |
| Moody National Bank Trust Division | 9,192 | $1.37M | 0.11% | −20.0% | Reduced |
| Level Four Advisory Services, LLC | 9,261 | $1.38M | 0.06% | +2,752+42.3% | Added |
| First Interstate Bank | 9,280 | $1.38M | 0.09% | −77−0.8% | Reduced |
| Lionsbridge Wealth Management LLC | 9,295 | $1.39M | 1.11% | −48−0.5% | Reduced |
| Merit Financial Group, LLC | 9,364 | $1.40M | 0.03% | −1,297−12.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.40M | 0.44% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 9,539 | $1.42M | 0.40% | −941−9.0% | Reduced |
| Smithfield Trust Co | 9,623 | $1.43M | 0.07% | −100−1.0% | Reduced |
| Focus Financial Network, Inc. | 9,079 | $1.43M | 0.06% | +914+11.2% | Added |
| Kestra Private Wealth Services, LLC | 9,744 | $1.45M | 0.03% | +1,814+22.9% | Added |
| Montecito Bank & Trust | 9,750 | $1.45M | 0.30% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,782 | $1.46M | 0.18% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,820 | $1.46M | 0.02% | −107−1.1% | Reduced |
| Unique Wealth, LLC | 9,875 | $1.47M | 0.39% | +2,219+29.0% | Added |
| Independent Advisor Alliance | 9,941 | $1.48M | 0.05% | +1,591+19.1% | Added |
| ICW Investment Advisors LLC | 9,964 | $1.49M | 0.67% | −212−2.1% | Reduced |
| Harbour Investments, Inc. | 9,989 | $1.49M | 0.05% | +115+1.2% | Added |
| Palouse Capital Management, Inc. | 10,043 | $1.50M | 1.00% | −198−1.9% | Reduced |
| DoubleLine ETF Adviser LP | 10,087 | $1.50M | 0.40% | −366−3.5% | Reduced |
| Dorchester Wealth Management Co | 10,222 | $1.52M | 0.29% | +185+1.8% | Added |
| Pitcairn Co | 10,224 | $1.52M | 0.09% | +393+4.0% | Added |
| Embree Financial Group | 10,250 | $1.53M | 0.29% | −20−0.2% | Reduced |
| Delphi Management Inc | 10,271 | $1.53M | 1.25% | −812−7.3% | Reduced |
| Carrera Capital Advisors | 10,321 | $1.54M | 0.50% | +10,321 | New |
| Oppenheimer & Co Inc | 10,395 | $1.55M | 0.02% | +4,594+79.2% | Added |
| Redwood Investment Management, LLC | 9,937 | $1.55M | 0.13% | −26−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,453 | $1.56M | 0.06% | −1,121−9.7% | Reduced |
| Scotia Capital Inc. | 10,559 | $1.57M | 0.01% | −2,281−17.8% | Reduced |
| Jacobi Capital Management LLC | 10,582 | $1.58M | 0.14% | +177+1.7% | Added |
| Global Retirement Partners, LLC | 10,617 | $1.58M | 0.05% | +696+7.0% | Added |
| Signature Wealth Management Group | 10,699 | $1.59M | 0.70% | +450+4.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 10,706 | $1.60M | 0.31% | −15,199−58.7% | Reduced |
| XTX Topco Ltd | 10,712 | $1.60M | 0.14% | +10,712 | New |
| Balyasny Asset Management LLC | 10,753 | $1.60M | 0.00% | −45,432−80.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,786 | $1.61M | 0.23% | −76−0.7% | Reduced |
| NBC Securities, Inc. | 10,798 | $1.61M | 0.15% | −119−1.1% | Reduced |
| Bokf, NA | 10,816 | $1.61M | 0.03% | −1,388−11.4% | Reduced |
| Qtron Investments LLC | 10,828 | $1.61M | 0.23% | +1,797+19.9% | Added |
| Duncker Streett & Co Inc | 10,834 | $1.61M | 0.31% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,833 | $1.61M | 0.18% | +10,833 | New |
| Bray Capital Advisors | 10,898 | $1.62M | 0.41% | +33+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,936 | $1.63M | 0.07% | −15,514−58.7% | Reduced |
| Boston Partners | 10,977 | $1.64M | 0.00% | +1,928+21.3% | Added |
| Exchange Traded Concepts, LLC | 10,986 | $1.64M | 0.04% | −3,736−25.4% | Reduced |
| Knollwood Investment Advisory, LLC | 11,056 | $1.65M | 0.18% | +2,006+22.2% | Added |
| AdvisorNet Financial, Inc | 11,078 | $1.65M | 0.15% | +50.0% | Added |
| Central Pacific Bank - Trust Division | 11,209 | $1.67M | 0.20% | +325+3.0% | Added |
| Concurrent Investment Advisors, LLC | 11,237 | $1.67M | 0.06% | −275−2.4% | Reduced |
| Mirabella Financial Services LLP | 11,262 | $1.68M | 0.12% | +11,262 | New |
| Vestcor Inc | 11,357 | $1.69M | 0.06% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 11,375 | $1.70M | 0.05% | −689−5.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,473 | $1.71M | 0.03% | −551−4.6% | Reduced |
| WealthShield Partners, LLC | 11,486 | $1.71M | 0.26% | +623+5.7% | Added |
| V-Square Quantitative Management LLC | 11,564 | $1.72M | 0.28% | −418−3.5% | Reduced |
| Tiaa Trust, National Association | 11,566 | $1.72M | 0.01% | +33+0.3% | Added |
| Benchmark Investment Advisors LLC | 11,576 | $1.73M | 1.25% | −325−2.7% | Reduced |
| Secure Asset Management, LLC | 11,593 | $1.73M | 0.33% | +2,686+30.2% | Added |
| Greenland Capital Management LP | 11,705 | $1.74M | 0.37% | +11,705 | New |
| Midwest Professional Planners, LTD. | 11,736 | $1.75M | 0.58% | +165+1.4% | Added |
| Harvey Capital Management Inc | 11,770 | $1.75M | 0.46% | −200−1.7% | Reduced |
| Elevatus Welath Management | 11,790 | $1.76M | 0.66% | −13,239−52.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,818 | $1.76M | 0.39% | −436−3.6% | Reduced |
| Central Valley Advisors, LLC | 11,138 | $1.77M | 0.97% | +237+2.2% | Added |
| Wealthspire Advisors, LLC | 11,965 | $1.78M | 0.02% | −84−0.7% | Reduced |
| Barbara Oil Co. | 12,000 | $1.79M | 0.78% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 12,015 | $1.79M | 0.71% | −1,363−10.2% | Reduced |
| Kovack Advisors, Inc. | 12,067 | $1.80M | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 12,071 | $1.80M | 0.02% | +21+0.2% | Added |
| Maxwell Wealth Strategies Inc. | 12,140 | $1.81M | 0.89% | +86+0.7% | Added |
| Sawyer & Company, Inc | 12,144 | $1.81M | 0.72% | +173+1.4% | Added |
| GAMMA Investing LLC | 12,187 | $1.82M | 0.25% | +2,422+24.8% | Added |
| City Holding Co | 12,210 | $1.82M | 0.27% | +1,803+17.3% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.83M | 0.20% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,276 | $1.83M | 0.02% | +235+2.0% | Added |
| Summit Trail Advisors, LLC | 12,443 | $1.85M | 0.05% | −303−2.4% | Reduced |
| GLOBALT Investments LLC | 12,479 | $1.86M | 0.07% | +27+0.2% | Added |
| Citizens Financial Group Inc | 12,602 | $1.88M | 0.04% | +396+3.2% | Added |
| Sabal Trust CO | 12,638 | $1.88M | 0.11% | +3,143+33.1% | Added |
| Coldstream Capital Management Inc | 12,653 | $1.89M | 0.05% | +521+4.3% | Added |
| Main Street Financial Solutions, LLC | 12,752 | $1.90M | 0.18% | +297+2.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $1.90M | 0.08% | +493+4.0% | Added |
| Annex Advisory Services, LLC | 12,872 | $1.92M | 0.07% | −8−0.1% | Reduced |
| Wahed Invest LLC | 12,921 | $1.93M | 0.39% | +1,272+10.9% | Added |
| Burke & Herbert Bank & Trust Co | 12,935 | $1.93M | 0.47% | +12,935 | New |
| Yarbrough Capital, LLC | 12,960 | $1.93M | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,967 | $1.93M | 0.01% | +579+4.7% | Added |
| Olstein Capital Management, L.P. | 13,000 | $1.94M | 0.34% | +13,000 | New |
| Covey Capital Advisors, LLC | 13,007 | $1.94M | 2.24% | +1,442+12.5% | Added |
| Dakota Wealth Management | 13,079 | $1.95M | 0.05% | +137+1.1% | Added |
| Lido Advisors, LLC | 13,088 | $1.95M | 0.02% | +2,277+21.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,140 | $1.96M | 0.56% | +2,546+24.0% | Added |
| Symmetry Investments LP | 13,156 | $1.96M | 0.25% | +13,156 | New |
| Howland Capital Management LLC | 13,158 | $1.96M | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13,249 | $1.97M | 0.11% | −405−3.0% | Reduced |