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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 2,179 | $324.8K | 0.04% | −95−4.2% | Reduced |
| Oxford Financial Group Ltd | 2,179 | $324.8K | 0.02% | +39+1.8% | Added |
| Teza Capital Management LLC | 2,177 | $324.5K | 0.04% | +2,177 | New |
| Valmark Advisers, Inc. | 2,175 | $324.2K | 0.01% | +692+46.7% | Added |
| Soltis Investment Advisors LLC | 2,169 | $323.3K | 0.03% | +77+3.7% | Added |
| Stock Yards Bank & Trust Co | 2,167 | $323.0K | 0.01% | −1,100−33.7% | Reduced |
| Seeds Investor LLC | 2,163 | $322.4K | 0.17% | +505+30.5% | Added |
| Boit C F David | 2,150 | $320.4K | 0.17% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,148 | $320.1K | 0.10% | +2,148 | New |
| Aaron Wealth Advisors | 2,138 | $318.6K | 0.04% | +387+22.1% | Added |
| Fielder Capital Group LLC | 2,130 | $317.5K | 0.12% | +68+3.3% | Added |
| Enterprise Financial Services Corp | 2,123 | $316.4K | 0.19% | −133−5.9% | Reduced |
| Keudell/Morrison Wealth Management | 2,118 | $315.7K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,116 | $315.4K | 0.02% | +99+4.9% | Added |
| Berry Wealth Group, LP | 2,109 | $314.3K | 0.25% | +279+15.2% | Added |
| Uncommon Cents Investing LLC | 2,100 | $313.0K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,098 | $312.6K | 0.02% | −14−0.7% | Reduced |
| Angeles Wealth Management, LLC | 2,095 | $312.2K | 0.03% | −288−12.1% | Reduced |
| Excalibur Management Corp | 2,094 | $312.1K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 2,071 | $308.7K | 0.16% | −38−1.8% | Reduced |
| Cable Hill Partners, LLC | 2,069 | $308.4K | 0.03% | +2,069 | New |
| Physicians Financial Services, Inc. | 2,048 | $305.0K | 0.10% | −17−0.8% | Reduced |
| Greenwich Investment Management, Inc. | 2,043 | $304.5K | 0.28% | −180−8.1% | Reduced |
| Ci Investments Inc. | 2,038 | $304.0K | 0.00% | −207−9.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,031 | $302.7K | 0.05% | −167−7.6% | Reduced |
| Claro Advisors LLC | 2,022 | $301.4K | 0.05% | −54−2.6% | Reduced |
| Highlander Partners, L.P. | 1,900 | $300.5K | 0.20% | 00.0% | Unchanged |
| Arden Trust Co | 2,011 | $299.7K | 0.04% | −10.0% | Reduced |
| Castleark Management LLC | 2,000 | $298.1K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $298.1K | 0.05% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,987 | $296.2K | 0.11% | +1,987 | New |
| Brass Tax Wealth Management, Inc | 1,987 | $296.2K | 0.06% | +1,987 | New |
| West Family Investments, Inc. | 1,982 | $295.4K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,848 | $295.3K | 0.00% | +882+91.3% | Added |
| Keystone Financial Services | 1,979 | $295.0K | 0.12% | +80+4.2% | Added |
| Nixon Peabody Trust Co | 1,975 | $294.4K | 0.03% | −1,210−38.0% | Reduced |
| Old Port Advisors | 1,959 | $292.0K | 0.09% | +9+0.5% | Added |
| SageView Advisory Group, LLC | 1,957 | $291.7K | 0.01% | −12,621−86.6% | Reduced |
| Boston Mountain Money Management Inc | 1,956 | $291.5K | 0.19% | −50−2.5% | Reduced |
| Sky Investment Group LLC | 1,945 | $289.9K | 0.06% | +1,945 | New |
| Jacobsen Capital Management | 1,941 | $289.3K | 0.13% | −43−2.2% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $288.8K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,931 | $288.0K | 0.02% | +314+19.4% | Added |
| Carnegie Capital Asset Management, LLC | 1,932 | $287.9K | 0.01% | −612−24.1% | Reduced |
| Catalina Capital Group, LLC | 1,928 | $287.3K | 0.11% | +162+9.2% | Added |
| Allstate Corp | 1,924 | $286.8K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,921 | $286.2K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,914 | $285.2K | 0.01% | −78−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,910 | $284.7K | 0.00% | +131+7.4% | Added |
| Perkins Coie Trust Co | 1,901 | $283.3K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,893 | $282.1K | 0.05% | +7+0.4% | Added |
| Marcum Wealth, LLC | 1,893 | $282.1K | 0.03% | +32+1.7% | Added |
| Palogic Value Management, L.P. | 1,885 | $280.9K | 0.12% | +27+1.5% | Added |
| Canandaigua National Bank & Trust Co | 1,883 | $280.6K | 0.03% | −145−7.1% | Reduced |
| Dearborn Partners LLC | 1,879 | $280.0K | 0.01% | +55+3.0% | Added |
| CKW Financial Group | 1,900 | $280.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,767 | $278.6K | 0.07% | +1,767 | New |
| State of Wyoming | 1,867 | $278.3K | 0.05% | +1,204+181.6% | Added |
| Monterey Private Wealth, Inc. | 1,848 | $275.4K | 0.10% | +108+6.2% | Added |
| Belpointe Asset Management LLC | 1,842 | $274.5K | 0.02% | −766−29.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,834 | $273.3K | 0.01% | −267−12.7% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $272.7K | 0.04% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,826 | $272.1K | 0.03% | +1,826 | New |
| Norris Perne & French LLP | 1,818 | $271.0K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,816 | $270.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,807 | $269.3K | 0.16% | +1,807 | New |
| Security Financial Services, INC. | 1,805 | $269.0K | 0.06% | +7+0.4% | Added |
| WoodTrust Financial Corp | 1,807 | $269.0K | 0.04% | −101−5.3% | Reduced |
| Act Two Investors LLC | 1,795 | $267.5K | 0.05% | +1,795 | New |
| River Street Advisors LLC | 1,770 | $263.8K | 0.16% | −60−3.3% | Reduced |
| Phillips Wealth Planners LLC | 1,770 | $263.5K | 0.28% | −17−1.0% | Reduced |
| Trust Co of Toledo NA | 1,763 | $262.8K | 0.04% | +84+5.0% | Added |
| LCNB Corp | 1,760 | $262.3K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,756 | $261.7K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,750 | $260.8K | 0.19% | −20−1.1% | Reduced |
| Power Wealth Management LLC | 1,748 | $260.5K | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,745 | $260.1K | 0.01% | −3,635−67.6% | Reduced |
| Eagle Wealth Strategies LLC | 1,744 | $259.9K | 0.21% | +1,744 | New |
| BOK Financial Private Wealth, Inc. | 1,741 | $259.5K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,741 | $259.0K | 0.01% | +24+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 1,735 | $258.6K | 0.06% | −43−2.4% | Reduced |
| Harbour Trust & Investment Management Co | 1,728 | $257.5K | 0.03% | +14+0.8% | Added |
| First Trust Investment Solutions L.P. | 1,725 | $257.1K | 0.04% | +349+25.4% | Added |
| O'Dell Group, LLC | 1,608 | $257.0K | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,722 | $256.6K | 0.11% | +1,722 | New |
| Richard W. Paul & Associates, LLC | 1,718 | $256.1K | 0.10% | −90−5.0% | Reduced |
| IVC Wealth Advisors LLC | 1,711 | $255.0K | 0.14% | +1+0.1% | Added |
| Front Row Advisors LLC | 1,708 | $254.6K | 0.09% | +1,708 | New |
| Nicholas Hoffman & Company, LLC. | 1,704 | $254.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,701 | $253.5K | 0.05% | 00.0% | Unchanged |
| Allianz SE | 1,700 | $253.4K | 0.01% | −8,766−83.8% | Reduced |
| Union Savings Bank | 1,700 | $253.4K | 0.13% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 1,700 | $253.4K | 0.16% | +22+1.3% | Added |
| Wellspring Financial Advisors, LLC | 1,698 | $253.1K | 0.03% | +441+35.1% | Added |
| Sivia Capital Partners, LLC | 1,696 | $252.8K | 0.17% | −859−33.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,687 | $251.4K | 0.05% | +1,494+774.1% | Added |
| Tranquilli Financial Advisor LLC | 1,701 | $250.3K | 0.17% | −53−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,533 | $250.0K | 0.01% | −37−2.4% | Reduced |
| Richwood Investment Advisors, LLC | 1,675 | $249.6K | 0.22% | 00.0% | Unchanged |
| Rockland Trust Co | 1,672 | $249.2K | 0.01% | 00.0% | Unchanged |