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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 2,978 | $443.8K | 0.14% | −10.0% | Reduced |
| One Wealth Advisors, LLC | 2,736 | $442.1K | 0.09% | +291+11.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $441.9K | 0.05% | −10−0.3% | Reduced |
| Apeiron RIA LLC | 2,960 | $441.2K | 0.14% | −7−0.2% | Reduced |
| Perigon Wealth Management, LLC | 2,958 | $440.9K | 0.01% | +589+24.9% | Added |
| Long Run Wealth Advisors, LLC | 2,943 | $438.6K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,931 | $436.8K | 0.19% | +460+18.6% | Added |
| Callan Family Office, LLC | 2,904 | $432.8K | 0.08% | +2,904 | New |
| Great Lakes Advisors, LLC | 2,901 | $432.4K | 0.00% | +19+0.7% | Added |
| Schmidt P J Investment Management Inc | 2,888 | $430.4K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,884 | $429.8K | 0.01% | −10.0% | Reduced |
| Mather Group, LLC. | 2,674 | $427.4K | 0.01% | +973+57.2% | Added |
| PDS Planning, Inc | 2,865 | $427.0K | 0.04% | +49+1.7% | Added |
| Catalyst Financial Partners LLC | 2,858 | $426.0K | 0.09% | +219+8.3% | Added |
| Adviser Investments LLC | 2,848 | $424.5K | 0.01% | +12+0.4% | Added |
| CRA Financial Services, LLC | 2,843 | $423.7K | 0.09% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,845 | $418.6K | 0.12% | −53−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 2,785 | $415.1K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,760 | $411.4K | 0.04% | +101+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 2,751 | $410.0K | 0.04% | +128+4.9% | Added |
| Financial Counselors Inc | 2,747 | $409.4K | 0.01% | −343−11.1% | Reduced |
| Colonial Trust Co | 2,741 | $408.5K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,734 | $407.5K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 2,709 | $403.7K | 0.05% | −1,276−32.0% | Reduced |
| Fort Washington Investment Advisors Inc | 2,705 | $403.2K | 0.00% | +304+12.7% | Added |
| Somerset Group LLC | 2,700 | $402.4K | 0.36% | +2,700 | New |
| Dogwood Wealth Management LLC | 2,698 | $402.2K | 0.25% | +384+16.6% | Added |
| Arete Wealth Advisors, LLC | 2,699 | $402.0K | 0.03% | +2,699 | New |
| Essex Financial Services, Inc. | 2,508 | $401.6K | 0.03% | +376+17.6% | Added |
| Private Trust Co NA | 2,676 | $398.8K | 0.04% | +66+2.5% | Added |
| Resonant Capital Advisors, LLC | 2,667 | $397.5K | 0.03% | +171+6.9% | Added |
| Sentry Investment Management LLC | 2,654 | $396.0K | 0.18% | −543−17.0% | Reduced |
| Foster & Motley Inc | 2,660 | $396.0K | 0.03% | −350−11.6% | Reduced |
| Sandler Capital Management | 2,650 | $395.0K | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,645 | $394.2K | 0.01% | −63−2.3% | Reduced |
| Vise Technologies, Inc. | 2,644 | $394.1K | 0.07% | +1,242+88.6% | Added |
| Salem Investment Counselors Inc | 2,643 | $393.9K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,628 | $391.7K | 0.02% | +200+8.2% | Added |
| Everhart Financial Group, Inc. | 2,601 | $387.7K | 0.10% | +231+9.7% | Added |
| Gen-Wealth Partners Inc | 2,592 | $386.3K | 0.19% | +492+23.4% | Added |
| Y.D. More Investments Ltd | 2,577 | $384.1K | 0.04% | −149−5.5% | Reduced |
| Trueblood Wealth Management, LLC | 2,577 | $384.1K | 0.22% | +30+1.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,577 | $384.1K | 0.09% | −75−2.8% | Reduced |
| Verdad Advisers, LP | 2,568 | $382.7K | 0.44% | −3,044−54.2% | Reduced |
| CVA Family Office, LLC | 2,568 | $382.7K | 0.07% | +25+1.0% | Added |
| Venture Visionary Partners LLC | 2,563 | $382.0K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,545 | $379.3K | 0.05% | −591−18.8% | Reduced |
| Arkadios Wealth Advisors | 2,543 | $379.0K | 0.03% | +2,543 | New |
| Northwest Bancshares, Inc. | 2,541 | $378.7K | 0.06% | −1,495−37.0% | Reduced |
| Tudor Investment Corp Et Al | 2,523 | $376.0K | 0.00% | +2,523 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $375.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,511 | $374.0K | 0.02% | +116+4.8% | Added |
| Garden State Investment Advisory Services LLC | 2,505 | $373.3K | 0.13% | −259−9.4% | Reduced |
| WBH Advisory Inc | 2,493 | $371.6K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,484 | $370.2K | 0.21% | +955+62.5% | Added |
| Capital Asset Advisory Services LLC | 2,444 | $369.3K | 0.02% | −1,180−32.6% | Reduced |
| M3 Advisory Group, LLC | 2,474 | $368.8K | 0.30% | +269+12.2% | Added |
| Sage Mountain Advisors LLC | 2,447 | $364.8K | 0.03% | +72+3.0% | Added |
| Janney Capital Management LLC | 2,440 | $364.0K | 0.03% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,428 | $361.9K | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,427 | $361.7K | 0.13% | +15+0.6% | Added |
| Childress Capital Advisors, LLC | 2,427 | $361.7K | 0.10% | +73+3.1% | Added |
| Invesco, LLC | 2,412 | $359.5K | 0.15% | −123−4.9% | Reduced |
| CM Wealth Advisors LLC | 2,410 | $359.2K | 0.17% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,400 | $357.7K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $357.7K | 0.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,396 | $357.1K | 0.01% | +2,396 | New |
| Connecticut Wealth Management, LLC | 2,385 | $355.5K | 0.02% | −60−2.5% | Reduced |
| Old National Bancorp | 2,385 | $355.5K | 0.01% | −28−1.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $354.1K | 0.20% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,357 | $351.2K | 0.06% | +30+1.3% | Added |
| Andina Capital Management, LLC | 2,342 | $349.1K | 0.26% | +70+3.1% | Added |
| IHT Wealth Management, LLC | 2,321 | $348.9K | 0.01% | +72+3.2% | Added |
| Horan Securities, Inc. | 2,332 | $347.6K | 0.15% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,332 | $347.6K | 0.13% | +3+0.1% | Added |
| Sax Wealth Advisors, LLC | 2,324 | $346.4K | 0.03% | −100−4.1% | Reduced |
| H&H Retirement Design & Management INC | 2,180 | $345.8K | 0.21% | +24+1.1% | Added |
| Fosun International Ltd | 2,313 | $344.7K | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,312 | $344.6K | 0.02% | +1,416+158.0% | Added |
| Center for Financial Planning, Inc. | 2,297 | $342.3K | 0.05% | +22+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,295 | $342.0K | 0.08% | −200−8.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,294 | $341.9K | 0.02% | −126−5.2% | Reduced |
| West Coast Financial LLC | 2,292 | $341.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,286 | $341.0K | 0.02% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,278 | $340.0K | 0.01% | +130+6.1% | Added |
| J.W. Cole Advisors, Inc. | 2,267 | $337.9K | 0.02% | +318+16.3% | Added |
| Trust Point Inc. | 2,264 | $337.4K | 0.03% | −339−13.0% | Reduced |
| Avitas Wealth Management LLC | 2,262 | $337.1K | 0.05% | −127−5.3% | Reduced |
| Arrow Financial Corp | 2,250 | $335.3K | 0.03% | −50−2.2% | Reduced |
| L2 Asset Management, LLC | 2,244 | $334.4K | 0.10% | +155+7.4% | Added |
| Gryphon Financial Partners LLC | 2,237 | $333.4K | 0.05% | +923+70.2% | Added |
| Schnieders Capital Management LLC | 2,232 | $332.7K | 0.07% | +510+29.6% | Added |
| Cornerstone Wealth Group, LLC | 2,225 | $331.6K | 0.03% | +43+2.0% | Added |
| Stephenson National Bank & Trust | 2,208 | $329.1K | 0.11% | −675−23.4% | Reduced |
| Cypress Capital Group | 2,208 | $329.1K | 0.04% | +139+6.7% | Added |
| Kaizen Financial Strategies | 2,016 | $328.8K | 0.21% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,994 | $326.2K | 0.03% | +225+12.7% | Added |
| Dechtman Wealth Management, LLC | 2,188 | $326.1K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,185 | $325.7K | 0.03% | −49−2.2% | Reduced |
| Aveo Capital Partners, LLC | 2,185 | $325.7K | 0.04% | −86−3.8% | Reduced |