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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 5,217 | $848.9K | 0.03% | +28+0.5% | Added |
| Okabena Investment Services Inc | 5,689 | $847.9K | 0.27% | −1,546−21.4% | Reduced |
| Shepherd Financial Partners LLC | 5,622 | $837.8K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,589 | $833.0K | 0.07% | +936+20.1% | Added |
| Parsons Capital Management Inc | 5,525 | $823.4K | 0.06% | −50−0.9% | Reduced |
| United Community Bank | 5,500 | $819.7K | 0.33% | −334−5.7% | Reduced |
| Syon Capital LLC | 5,468 | $815.0K | 0.07% | +92+1.7% | Added |
| Wedmont Private Capital | 5,289 | $810.3K | 0.05% | +391+8.0% | Added |
| First American Trust, FSB | 5,425 | $808.6K | 0.08% | +118+2.2% | Added |
| Parallel Advisors, LLC | 5,416 | $807.2K | 0.02% | +959+21.5% | Added |
| DRW Securities, LLC | 5,431 | $805.1K | 0.05% | +5,431 | New |
| LVM Capital Management Ltd | 5,400 | $805.0K | 0.09% | −25−0.5% | Reduced |
| Modera Wealth Management, LLC | 5,374 | $800.9K | 0.01% | −26−0.5% | Reduced |
| Aigen Investment Management, LP | 5,367 | $799.9K | 0.16% | +5,367 | New |
| Banco BTG Pactual S.A. | 4,868 | $796.1K | 0.20% | +4,868 | New |
| First Citizens Bank & Trust Co | 5,324 | $793.5K | 0.01% | −276−4.9% | Reduced |
| Evergreen Capital Management LLC | 5,317 | $792.4K | 0.03% | +129+2.5% | Added |
| SlateStone Wealth, LLC | 5,308 | $791.0K | 0.09% | −43−0.8% | Reduced |
| 17 Capital Partners, LLC | 5,257 | $783.5K | 0.56% | +2,695+105.2% | Added |
| Cape Investment Advisory, Inc. | 5,202 | $775.3K | 0.35% | +106+2.1% | Added |
| Whittier Trust Co | 5,187 | $773.1K | 0.01% | +13+0.3% | Added |
| Forum Financial Management, LP | 5,158 | $768.7K | 0.01% | +3+0.1% | Added |
| Beacon Financial Group | 5,138 | $765.7K | 0.09% | −445−8.0% | Reduced |
| CFO4Life Group, LLC | 5,118 | $762.8K | 0.14% | +41+0.8% | Added |
| ISAM Funds (UK) Ltd | 5,111 | $761.7K | 0.57% | +5,111 | New |
| Forbes J M & Co LLP | 5,096 | $759.5K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,052 | $753.0K | 0.13% | +561+12.5% | Added |
| Parallax Volatility Advisers, L.P. | 5,008 | $746.4K | 0.02% | −18,127−78.4% | Reduced |
| TRUE Private Wealth Advisors | 4,976 | $741.6K | 0.08% | +114+2.3% | Added |
| GM Advisory Group, Inc. | 4,944 | $736.9K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,917 | $732.8K | 0.19% | +4,917 | New |
| iA Global Asset Management Inc. | 4,902 | $731.0K | 0.01% | +1,984+68.0% | Added |
| Baader Bank INC | 4,916 | $729.2K | 0.06% | +126+2.6% | Added |
| Westbourne Investment Advisors, Inc. | 4,815 | $718.0K | 0.26% | 00.0% | Unchanged |
| 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 |
| Sandy Cove Advisors, LLC | 4,791 | $714.1K | 0.32% | −5−0.1% | Reduced |
| Chesapeake Wealth Management | 4,783 | $712.9K | 0.26% | −107−2.2% | Reduced |
| Principle Wealth Partners LLC | 4,763 | $709.9K | 0.05% | −180−3.6% | Reduced |
| Neumann Capital Management, LLC | 4,740 | $706.5K | 0.24% | +200+4.4% | Added |
| Ellis Investment Partners, LLC | 4,739 | $706.2K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,727 | $704.5K | 0.28% | +663+16.3% | Added |
| Capital Investment Advisors, LLC | 4,720 | $703.5K | 0.02% | +57+1.2% | Added |
| 9258 Wealth Management, LLC | 4,716 | $702.9K | 0.11% | +432+10.1% | Added |
| Blueshift Asset Management, LLC | 4,681 | $697.7K | 0.23% | +4,681 | New |
| Magnolia Capital Advisors LLC | 4,679 | $697.4K | 0.39% | +4,679 | New |
| 1st Source Bank | 4,655 | $693.8K | 0.04% | 00.0% | Unchanged |
| Ariel Investments, LLC | 4,642 | $691.8K | 0.01% | +25+0.5% | Added |
| Roberts Glore & Co Inc | 4,618 | $688.3K | 0.21% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,615 | $687.8K | 0.12% | −158−3.3% | Reduced |
| Sigma Planning Corp | 4,605 | $686.3K | 0.02% | −187−3.9% | Reduced |
| Axq Capital, LP | 4,603 | $686.0K | 0.16% | +4,603 | New |
| Catalyst Funds Management Pty Ltd | 4,600 | $685.6K | 0.18% | −15,340−76.9% | Reduced |
| Drucker Wealth 3.0, LLC | 4,598 | $685.3K | 0.18% | +4,598 | New |
| Sargent Investment Group, LLC | 4,595 | $684.8K | 0.14% | +2,615+132.1% | Added |
| Jump Financial, LLC | 4,581 | $682.8K | 0.01% | −351−7.1% | Reduced |
| Mystic Asset Management, Inc. | 4,555 | $678.9K | 0.27% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,149 | $678.7K | 0.05% | +459+12.4% | Added |
| Condor Capital Management | 4,531 | $675.3K | 0.06% | +27+0.6% | Added |
| Allworth Financial LP | 4,298 | $670.7K | 0.00% | +846+24.5% | Added |
| Foundations Investment Advisors, LLC | 4,495 | $670.0K | 0.02% | +54+1.2% | Added |
| Caldwell Trust Co | 4,483 | $668.1K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,477 | $667.3K | 0.26% | +595+15.3% | Added |
| Skopos Labs, Inc. | 4,207 | $667.1K | 0.29% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,470 | $666.2K | 0.02% | +151+3.5% | Added |
| Ellevest, Inc. | 4,457 | $664.3K | 0.04% | +213+5.0% | Added |
| Quantbot Technologies LP | 4,437 | $661.3K | 0.03% | +4,437 | New |
| Intellectus Partners, LLC | 4,425 | $659.5K | 0.18% | −527−10.6% | Reduced |
| Sheets Smith Wealth Management | 4,400 | $655.8K | 0.08% | −511−10.4% | Reduced |
| Riverwater Partners LLC | 4,399 | $655.6K | 0.49% | −110−2.4% | Reduced |
| Herr Investment Group LLC | 4,376 | $652.2K | 0.19% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,365 | $650.6K | 0.29% | −250−5.4% | Reduced |
| Westpac Banking Corp | 4,364 | $650.4K | 0.05% | −28,750−86.8% | Reduced |
| St Germain D J Co Inc | 4,358 | $649.5K | 0.03% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,330 | $645.3K | 0.39% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $637.9K | 0.13% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,272 | $636.7K | 0.07% | −478−10.1% | Reduced |
| LMR Partners LLP | 4,265 | $635.7K | 0.01% | +466+12.3% | Added |
| Confluence Wealth Services, Inc. | 4,263 | $635.4K | 0.05% | +214+5.3% | Added |
| ERn Financial, LLC | 4,237 | $631.5K | 0.10% | +4+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 4,220 | $628.9K | 0.09% | −193−4.4% | Reduced |
| Park Place Capital Corp | 4,214 | $628.1K | 0.20% | +1,294+44.3% | Added |
| Advisors Capital Management, LLC | 4,215 | $628.0K | 0.01% | +263+6.7% | Added |
| Citizens National Bank Trust Department | 4,200 | $626.0K | 0.14% | 00.0% | Unchanged |
| Bank of Stockton | 4,197 | $625.5K | 0.20% | 00.0% | Unchanged |
| 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 |
| 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 |
| First Heartland Consultants, Inc. | 4,174 | $622.0K | 0.06% | +7+0.2% | Added |
| KFG Wealth Management, LLC | 4,170 | $621.5K | 0.25% | +99+2.4% | Added |
| Proequities, Inc. | 4,159 | $619.9K | 0.04% | +2,142+106.2% | Added |
| Clarius Group, LLC | 4,149 | $618.4K | 0.04% | +9+0.2% | Added |
| HF Advisory Group, LLC | 4,148 | $618.2K | 0.32% | +298+7.7% | Added |
| Atomi Financial Group, Inc. | 4,141 | $617.2K | 0.05% | −236−5.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,140 | $617.0K | 0.44% | −318−7.1% | Reduced |
| Quotient Wealth Partners, LLC | 4,082 | $608.3K | 0.02% | +33+0.8% | Added |
| KMG Fiduciary Partners, LLC | 4,080 | $608.0K | 0.06% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 4,074 | $607.2K | 0.45% | +4,074 | New |
| Vista Capital Partners, Inc. | 4,072 | $606.9K | 0.08% | +72+1.8% | Added |