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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 4,056 | $604.5K | 0.19% | −338−7.7% | Reduced |
| Accent Capital Management, LLC | 4,036 | $601.5K | 0.37% | −10.0% | Reduced |
| Parkside Financial Bank & Trust | 4,023 | $599.6K | 0.09% | +75+1.9% | Added |
| Avestar Capital, LLC | 4,022 | $599.4K | 0.07% | +430+12.0% | Added |
| Outlook Wealth Advisors, LLC | 4,005 | $596.9K | 0.29% | −61−1.5% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $596.2K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $596.2K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,997 | $595.7K | 0.03% | +72+1.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $595.7K | 0.11% | −37−0.9% | Reduced |
| Copperleaf Capital, LLC | 3,986 | $594.1K | 0.47% | +116+3.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,980 | $593.2K | 0.17% | −574−12.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,954 | $589.3K | 0.05% | −7−0.2% | Reduced |
| Bank of Hawaii | 3,923 | $584.7K | 0.03% | +3,923 | New |
| Madrona Financial Services, LLC | 3,907 | $582.3K | 0.18% | −6−0.2% | Reduced |
| Freemont Management S.A. | 3,900 | $581.3K | 0.34% | −19,500−83.3% | Reduced |
| Alberta Investment Management Corp | 3,900 | $581.3K | 0.01% | −8,400−68.3% | Reduced |
| nVerses Capital, LLC | 3,900 | $581.3K | 0.35% | +3,900 | New |
| Lafayette Investments, Inc. | 3,874 | $577.4K | 0.13% | −200−4.9% | Reduced |
| Quadcap Wealth Management, LLC | 3,822 | $569.6K | 0.10% | −10.0% | Reduced |
| Alpha Family Trust | 3,805 | $567.1K | 0.33% | 00.0% | Unchanged |
| Dohj, LLC | 3,802 | $566.6K | 0.14% | +3,802 | New |
| Legacy Wealth Management, LLC | 3,800 | $566.4K | 0.24% | −234−5.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,800 | $566.4K | 0.10% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,783 | $563.8K | 0.44% | −890−19.0% | Reduced |
| Vista Investment Management | 3,750 | $558.9K | 0.23% | −183−4.7% | Reduced |
| Citadel Investment Advisory, Inc. | 3,740 | $557.0K | 0.32% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,725 | $555.2K | 0.05% | −1,150−23.6% | Reduced |
| Cullinan Associates Inc | 3,700 | $551.4K | 0.03% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,682 | $548.8K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,508 | $548.0K | 0.08% | −283−7.5% | Reduced |
| Tiemann Investment Advisors, LLC | 3,645 | $543.3K | 0.24% | −10−0.3% | Reduced |
| Ironsides Asset Advisors, LLC | 3,635 | $541.8K | 0.18% | −60−1.6% | Reduced |
| D.B. Root & Company, LLC | 3,628 | $540.7K | 0.18% | +3,628 | New |
| Epic Trust Investment Advisors, LLC | 3,614 | $538.6K | 0.59% | +363+11.2% | Added |
| Banque Cantonale Vaudoise | 3,578 | $534.0K | 0.02% | +1,494+71.7% | Added |
| Miramar Capital, LLC | 3,575 | $532.8K | 0.13% | +3,575 | New |
| Holderness Investments Co | 3,565 | $531.3K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,555 | $529.8K | 0.03% | +215+6.4% | Added |
| Chicago Capital, LLC | 3,551 | $529.2K | 0.02% | −15−0.4% | Reduced |
| Heritage Wealth Advisors | 3,550 | $529.1K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,550 | $529.1K | 0.07% | +1,830+106.4% | Added |
| Financial Planning & Information Services, Inc. | 3,548 | $528.8K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,543 | $528.0K | 0.02% | +19+0.5% | Added |
| Zimmermann Investment Management & Planning LLC | 3,527 | $525.7K | 0.18% | +586+19.9% | Added |
| MONECO Advisors, LLC | 3,512 | $523.4K | 0.08% | +289+9.0% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $518.7K | 0.03% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $514.2K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,446 | $513.6K | 0.03% | −98−2.8% | Reduced |
| Pegasus Partners Ltd. | 3,446 | $513.6K | 0.05% | +525+18.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,446 | $513.6K | 0.04% | +3,446 | New |
| Epiq Partners, LLC | 3,421 | $509.9K | 0.35% | +14+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 3,420 | $509.7K | 0.28% | −550−13.9% | Reduced |
| Geller Advisors LLC | 3,404 | $507.3K | 0.04% | −38−1.1% | Reduced |
| Hoylecohen, LLC | 3,401 | $506.9K | 0.04% | −814−19.3% | Reduced |
| Waldron Private Wealth LLC | 3,393 | $505.7K | 0.02% | −17−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,263 | $505.0K | 0.06% | +420+14.8% | Added |
| Twin City Private Wealth, LLC | 3,387 | $504.8K | 0.48% | +288+9.3% | Added |
| Aspire Private Capital, LLC | 3,380 | $503.8K | 0.13% | −3,773−52.7% | Reduced |
| Red Door Wealth Management, LLC | 3,377 | $503.3K | 0.09% | +198+6.2% | Added |
| Cookson Peirce & Co Inc | 3,374 | $502.9K | 0.02% | +16+0.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,359 | $500.4K | 0.02% | +3,359 | New |
| Hennion & Walsh Asset Management, Inc. | 3,325 | $495.6K | 0.03% | +323+10.8% | Added |
| Capital International Inc | 3,324 | $495.4K | 0.01% | +250+8.1% | Added |
| Stevens Capital Management LP | 3,323 | $495.0K | 0.17% | +3,323 | New |
| Buckingham Strategic Partners | 3,320 | $494.8K | 0.01% | −200−5.7% | Reduced |
| Wallace Advisory Group, LLC | 3,317 | $494.4K | 0.36% | −381−10.3% | Reduced |
| Summit Financial, LLC | 3,314 | $493.9K | 0.02% | +1,346+68.4% | Added |
| Flagship Harbor Advisors, LLC | 3,297 | $491.3K | 0.03% | −305−8.5% | Reduced |
| Thrive Wealth Management, LLC | 3,289 | $490.2K | 0.10% | +26+0.8% | Added |
| Hilltop Holdings Inc. | 3,264 | $486.5K | 0.06% | −8−0.2% | Reduced |
| ORG Partners LLC | 3,303 | $486.1K | 0.06% | +3,197+3,016.0% | Added |
| Matisse Capital | 3,248 | $484.1K | 0.24% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,244 | $483.5K | 0.02% | −453−12.3% | Reduced |
| World Equity Group, Inc. | 3,236 | $482.3K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,226 | $480.8K | 0.02% | +1,920+147.0% | Added |
| SkyOak Wealth, LLC | 3,224 | $480.5K | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,211 | $478.6K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,210 | $478.4K | 0.20% | +3,210 | New |
| TD Private Client Wealth LLC | 3,206 | $477.8K | 0.02% | +29+0.9% | Added |
| Brighton Jones LLC | 3,201 | $477.1K | 0.02% | +643+25.1% | Added |
| Beacon Financial Advisory LLC | 3,188 | $475.1K | 0.18% | +3,188 | New |
| Marotta Asset Management | 3,211 | $472.5K | 0.10% | +11+0.3% | Added |
| Wolverine Trading, LLC | 3,165 | $471.7K | 0.01% | +3,165 | New |
| First Manhattan Co | 3,164 | $471.6K | 0.00% | +1,354+74.8% | Added |
| Optas, LLC | 3,162 | $471.3K | 0.12% | +49+1.6% | Added |
| Atlantic Trust, LLC | 3,152 | $469.8K | 0.12% | +27+0.9% | Added |
| Legacy Capital Group California, Inc. | 3,109 | $463.4K | 0.17% | +34+1.1% | Added |
| Pointe Capital Management LLC | 3,102 | $462.3K | 0.29% | 00.0% | Unchanged |
| Versor Investments LP | 3,088 | $460.2K | 0.08% | +1,600+107.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $459.2K | 0.03% | +213+7.4% | Added |
| Riverbridge Partners LLC | 3,080 | $459.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,080 | $459.0K | 0.06% | +3,080 | New |
| BSW Wealth Partners | 3,069 | $457.4K | 0.08% | +248+8.8% | Added |
| Waypoint Capital Advisors, LLC | 3,067 | $457.1K | 0.11% | +55+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 3,061 | $457.0K | 0.00% | +1,040+51.5% | Added |
| Forte Capital LLC | 3,047 | $454.1K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,047 | $454.1K | 0.05% | +218+7.7% | Added |
| Congress Wealth Management LLC | 3,040 | $453.2K | 0.01% | +875+40.4% | Added |
| Santori & Peters | 3,031 | $451.7K | 0.19% | −217−6.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,014 | $449.2K | 0.03% | −1,335−30.7% | Reduced |