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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 7,796 | $1.16M | 0.01% | +6,540+520.7% | Added |
| IFP Advisors, Inc | 7,778 | $1.16M | 0.05% | +301+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,769 | $1.16M | 0.33% | −274−3.4% | 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 |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.16M | 0.53% | −387−4.8% | Reduced |
| Anchor Capital Advisors LLC | 7,715 | $1.15M | 0.03% | −330−4.1% | Reduced |
| Boston Private Wealth LLC | 7,698 | $1.15M | 0.03% | −2,284−22.9% | Reduced |
| Change Path, LLC | 7,683 | $1.15M | 0.06% | −767−9.1% | Reduced |
| Intelligence Driven Advisers, LLC | 7,681 | $1.14M | 0.16% | +16+0.2% | Added |
| 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 |
| Unique Wealth Strategies, LLC | 7,108 | $1.14M | 0.53% | 00.0% | Unchanged |
| Stevard, LLC | 7,600 | $1.13M | 0.98% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,585 | $1.13M | 0.23% | +45+0.6% | 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 |
| Gould Capital, LLC | 7,551 | $1.13M | 0.79% | +175+2.4% | Added |
| Legend Financial Advisors, Inc. | 7,526 | $1.12M | 0.80% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,509 | $1.12M | 0.00% | +4,347+137.5% | Added |
| Meritage Portfolio Management | 7,493 | $1.12M | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 7,450 | $1.11M | 0.58% | −140−1.8% | Reduced |
| Abacus Planning Group, Inc. | 7,445 | $1.11M | 0.22% | +38+0.5% | Added |
| 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 |
| Spinnaker Trust | 7,371 | $1.10M | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,456 | $1.10M | 0.05% | +5,381+259.3% | Added |
| Wesbanco Bank Inc | 7,343 | $1.09M | 0.04% | +635+9.5% | Added |
| Groupama Asset Managment | 7,325 | $1.09M | 0.02% | +3,600+96.6% | Added |
| Quantitative Investment Management, LLC | 7,138 | $1.06M | 0.12% | +7,138 | New |
| Legacy Trust | 7,112 | $1.06M | 0.26% | −47−0.7% | Reduced |
| RDA Financial Network | 7,070 | $1.05M | 0.35% | +4+0.1% | Added |
| Avantax Planning Partners, Inc. | 7,053 | $1.05M | 0.03% | +7,053 | New |
| Brown Capital Management LLC | 7,042 | $1.05M | 0.02% | +8+0.1% | Added |
| Transcend Wealth Collective, LLC | 6,958 | $1.04M | 0.08% | +2,237+47.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,940 | $1.03M | 0.03% | +1,759+34.0% | Added |
| Tectonic Advisors LLC | 6,888 | $1.03M | 0.07% | +467+7.3% | Added |
| Bowman & Co S.C. | 6,844 | $1.02M | 0.59% | +545+8.7% | Added |
| HBK Sorce Advisory LLC | 6,841 | $1.02M | 0.04% | −191−2.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,828 | $1.02M | 0.35% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,805 | $1.01M | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,785 | $1.01M | 0.03% | −2,683−28.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,788 | $1.01M | 0.00% | −4,265−38.6% | Reduced |
| USA Financial Portformulas Corp | 6,776 | $1.01M | 0.16% | +488+7.8% | Added |
| Fifth Third Wealth Advisors LLC | 6,757 | $1.01M | 0.08% | +5,477+427.9% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.01M | 0.99% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,735 | $1.00M | 0.12% | +668+11.0% | Added |
| Occudo Quantitative Strategies LP | 6,695 | $997.8K | 0.18% | +6,695 | New |
| Boston Family Office LLC | 6,672 | $994.0K | 0.07% | +2,447+57.9% | Added |
| Capital International Sarl | 6,645 | $990.4K | 0.03% | +3,680+124.1% | Added |
| Smith, Moore & Co. | 6,632 | $988.4K | 0.10% | +805+13.8% | Added |
| Quadrant Capital Group LLC | 6,588 | $981.9K | 0.07% | +551+9.1% | Added |
| Voya Financial Advisors, Inc. | 6,581 | $981.0K | 0.11% | +285+4.5% | Added |
| NorthRock Partners, LLC | 6,561 | $977.9K | 0.04% | +257+4.1% | Added |
| NBT Bank N A | 6,510 | $970.3K | 0.07% | −577−8.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,500 | $968.8K | 0.15% | −3,500−35.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,460 | $962.8K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,344 | $958.5K | 0.09% | −1,512−19.2% | Reduced |
| Financial Advocates Investment Management | 6,429 | $958.2K | 0.06% | −2,456−27.6% | Reduced |
| Central Bank & Trust Co | 6,423 | $957.3K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6,400 | $953.9K | 0.64% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 6,399 | $953.7K | 0.05% | −48−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,389 | $952.2K | 0.13% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,381 | $951.0K | 0.14% | +930+17.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $950.9K | 0.36% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,359 | $947.7K | 0.24% | −231−3.5% | Reduced |
| Certified Advisory Corp | 6,320 | $941.9K | 0.12% | −18−0.3% | Reduced |
| Landaas & Co | 6,313 | $941.0K | 0.29% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,288 | $937.0K | 0.08% | +20+0.3% | Added |
| Schechter Investment Advisors, LLC | 6,250 | $931.5K | 0.07% | +123+2.0% | Added |
| Townsend Asset Management Corp | 6,245 | $930.8K | 0.36% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,229 | $928.4K | 0.12% | −80−1.3% | Reduced |
| Aurora Investment Counsel | 6,226 | $927.9K | 0.54% | −704−10.2% | Reduced |
| Portman Square Capital LLP | 6,212 | $925.8K | 0.31% | +6,212 | New |
| Copperwynd Financial, LLC | 5,651 | $924.4K | 0.30% | +249+4.6% | Added |
| Wright Investors Service Inc | 6,175 | $920.3K | 0.24% | +3,054+97.9% | Added |
| Eukles Asset Management | 6,163 | $918.5K | 0.40% | −13−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,157 | $917.6K | 0.03% | −335−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,150 | $916.6K | 0.01% | +750+13.9% | Added |
| Cigna Investments Inc | 6,112 | $911.0K | 0.17% | −229−3.6% | Reduced |
| Maia Wealth LLC | 5,858 | $910.2K | 0.27% | +5,858 | New |
| Sanibel Captiva Trust Company, Inc. | 6,081 | $906.3K | 0.03% | −2,630−30.2% | Reduced |
| Wunderlich Capital Managemnt | 6,021 | $897.4K | 0.40% | +519+9.4% | Added |
| Stratos Wealth Partners, LTD. | 5,976 | $890.7K | 0.01% | −1,635−21.5% | Reduced |
| Boston Trust Walden Corp | 5,975 | $890.5K | 0.01% | −43−0.7% | Reduced |
| Prentiss Smith & Co Inc | 5,957 | $887.8K | 0.62% | −28−0.5% | Reduced |
| Stonebrook Private Inc. | 5,956 | $887.7K | 0.26% | −55−0.9% | Reduced |
| Johnson Financial Group, Inc. | 5,943 | $885.7K | 0.04% | +1,128+23.4% | Added |
| Smartleaf Asset Management LLC | 5,935 | $884.8K | 0.15% | +1,503+33.9% | Added |
| Eqis Capital Management, Inc. | 5,924 | $882.9K | 0.07% | +787+15.3% | Added |
| Beacon Pointe Advisors, LLC | 5,917 | $881.9K | 0.01% | −291−4.7% | Reduced |
| Frank, Rimerman Advisors LLC | 5,875 | $875.6K | 0.06% | +5,859+36,618.8% | Added |
| Rehmann Capital Advisory Group | 5,865 | $874.1K | 0.06% | −259−4.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,843 | $870.8K | 0.02% | −23−0.4% | Reduced |
| Kowal Investment Group, LLC | 5,820 | $867.5K | 0.17% | −30−0.5% | Reduced |
| Martingale Asset Management L P | 5,810 | $865.9K | 0.02% | −1,228−17.4% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $865.0K | 0.02% | 00.0% | Unchanged |
| Financial Insights, Inc. | 5,803 | $864.9K | 0.24% | −198−3.3% | Reduced |
| David Loasby | 5,808 | $864.8K | 0.08% | +200+3.6% | Added |
| Integrated Advisors Network LLC | 5,749 | $856.8K | 0.04% | −228−3.8% | Reduced |