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 |
|---|---|---|---|---|---|
| Alexander Labrunerie & Co., Inc. | 1,668 | $248.6K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,667 | $248.4K | 0.15% | +26+1.6% | Added |
| Goldstone Financial Group, LLC | 1,650 | $245.9K | 0.05% | +1,650 | New |
| Prospera Financial Services Inc | 1,642 | $244.7K | 0.01% | +37+2.3% | Added |
| Stonegate Investment Group, LLC | 1,640 | $244.4K | 0.01% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,639 | $244.3K | 0.09% | +7+0.4% | Added |
| Old Second National Bank of Aurora | 1,631 | $243.1K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,535 | $241.2K | 0.04% | +1,535 | New |
| Hourglass Capital, LLC | 1,618 | $241.1K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,613 | $240.4K | 0.00% | +233+16.9% | Added |
| Crewe Advisors LLC | 1,608 | $239.7K | 0.03% | +209+14.9% | Added |
| 25 LLC | 1,608 | $239.7K | 0.11% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $238.7K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $238.5K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $238.5K | 0.10% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,598 | $238.2K | 0.02% | +1,598 | New |
| Verus Capital Partners, LLC | 1,596 | $237.9K | 0.02% | +20+1.3% | Added |
| Wealthcare Advisory Partners LLC | 1,592 | $237.3K | 0.01% | +4+0.3% | Added |
| Driehaus Capital Management LLC | 1,590 | $237.0K | 0.00% | +1,590 | New |
| West Bancorporation Inc | 1,587 | $236.5K | 0.17% | −15−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,571 | $234.1K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 1,569 | $233.8K | 0.25% | +24+1.6% | Added |
| Osterweis Capital Management Inc | 1,569 | $233.8K | 0.01% | +251+19.0% | Added |
| Optivise Advisory Services LLC | 1,568 | $233.7K | 0.13% | +1,568 | New |
| Portside Wealth Group, LLC | 1,568 | $233.7K | 0.04% | −112−6.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,565 | $233.2K | 0.03% | +1,565 | New |
| De Burlo Group Inc | 1,563 | $232.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,562 | $232.8K | 0.02% | −2,750−63.8% | Reduced |
| Isthmus Partners, LLC | 1,558 | $232.2K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 1,556 | $231.9K | 0.05% | +24+1.6% | Added |
| FDx Advisors, Inc. | 1,549 | $231.0K | 0.06% | −1,005−39.4% | Reduced |
| McAdam, LLC | 1,549 | $230.9K | 0.01% | +8+0.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,542 | $229.8K | 0.16% | +68+4.6% | Added |
| Blackston Financial Advisory Group, LLC | 1,542 | $229.8K | 0.13% | +1,542 | New |
| Bellevue Asset Management, LLC | 1,540 | $229.5K | 0.13% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,535 | $228.8K | 0.02% | −27−1.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,532 | $228.3K | 0.02% | +230+17.7% | Added |
| Simmons Bank | 1,526 | $227.4K | 0.02% | +1,526 | New |
| Advanced Asset Management Advisors Inc | 1,525 | $227.3K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,523 | $227.0K | 0.00% | −285−15.8% | Reduced |
| Archer Investment Corp | 1,518 | $226.2K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,511 | $225.2K | 0.01% | +1,511 | New |
| Chemistry Wealth Management LLC | 1,511 | $225.2K | 0.06% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,510 | $225.1K | 0.19% | −96−6.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,507 | $224.6K | 0.03% | +149+11.0% | Added |
| Nwam LLC | 1,502 | $223.9K | 0.07% | −6−0.4% | Reduced |
| Berkshire Asset Management LLC | 1,500 | $223.6K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,475 | $219.8K | 0.10% | +28+1.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $218.6K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,465 | $218.3K | 0.02% | −18−1.2% | Reduced |
| Western Pacific Wealth Management, LP | 1,462 | $217.9K | 0.16% | −295−16.8% | Reduced |
| Tradewinds, LLC. | 1,462 | $217.9K | 0.07% | +1,462 | New |
| Cidel Asset Management Inc | 1,451 | $216.3K | 0.02% | +109+8.1% | Added |
| Virtue Capital Management, LLC | 1,367 | $216.1K | 0.04% | −61−4.3% | Reduced |
| Baron Wealth Management LLC | 1,447 | $215.7K | 0.11% | −551−27.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,444 | $215.2K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,424 | $212.2K | 0.04% | +55+4.0% | Added |
| Coastal Investment Advisors, Inc. | 1,423 | $212.1K | 0.04% | +2+0.1% | Added |
| Simplex Trading, LLC | 1,423 | $212.0K | 0.01% | +1,423 | New |
| Chickasaw Capital Management LLC | 1,414 | $211.0K | 0.01% | +50+3.7% | Added |
| Claret Asset Management Corp | 1,411 | $210.0K | 0.04% | +1,411 | New |
| PEAK6 Investments LLC | 1,404 | $209.3K | 0.01% | +1,404 | New |
| KCM Investment Advisors LLC | 1,401 | $208.8K | 0.01% | −94−6.3% | Reduced |
| Frazier Financial Advisors, LLC | 1,396 | $208.1K | 0.17% | −2−0.1% | Reduced |
| Banco Santander, S.A. | 1,384 | $206.3K | 0.00% | +1,384 | New |
| Sheaff Brock Investment Advisors, LLC | 1,383 | $206.1K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,379 | $205.5K | 0.02% | +1,379 | New |
| Ergawealth Advisors, Inc. | 1,378 | $205.4K | 0.11% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,376 | $205.1K | 0.02% | −231−14.4% | Reduced |
| Renasant Bank | 1,371 | $204.3K | 0.14% | +1,371 | New |
| SMART Wealth LLC | 1,370 | $204.2K | 0.08% | −5,921−81.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,369 | $204.0K | 0.09% | −5−0.4% | Reduced |
| Summit Global Investments | 1,369 | $204.0K | 0.01% | −61−4.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,367 | $203.7K | 0.03% | +1,367 | New |
| Permanent Capital Management, LP | 1,176 | $202.8K | 0.04% | +1,176 | New |
| SFMG, LLC | 1,360 | $202.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,350 | $201.2K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $201.2K | 0.18% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,348 | $200.9K | 0.02% | −3−0.2% | Reduced |
| City State Bank | 1,345 | $200.5K | 0.08% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,211 | $193.5K | 0.11% | −262−17.8% | Reduced |
| Meeder Asset Management Inc | 1,288 | $192.0K | 0.01% | −290−18.4% | Reduced |
| Quent Capital, LLC | 1,258 | $187.5K | 0.02% | +47+3.9% | Added |
| Financial Management Professionals, Inc. | 1,257 | $187.0K | 0.03% | −4−0.3% | Reduced |
| Sandy Spring Bank | 1,219 | $181.7K | 0.01% | −50−3.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,200 | $178.8K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $178.8K | 0.03% | 00.0% | Unchanged |
| Tobam | 1,190 | $177.0K | 0.03% | −674−36.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,178 | $176.0K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,151 | $171.6K | 0.03% | −192−14.3% | Reduced |
| JNBA Financial Advisors | 1,114 | $166.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,173 | $163.1K | 0.00% | −146−11.1% | Reduced |
| Rothschild Investment LLC | 1,088 | $162.2K | 0.01% | +310+39.8% | Added |
| First Foundation Advisors | 1,061 | $158.1K | 0.01% | −357−25.2% | Reduced |
| Operose Advisors LLC | 1,006 | $149.9K | 0.05% | +600+147.8% | Added |
| Concord Wealth Partners | 1,000 | $149.0K | 0.03% | −532−34.7% | Reduced |
| Atwood & Palmer Inc | 1,000 | $149.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $146.1K | 0.14% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 959 | $142.9K | 0.02% | +3+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 948 | $142.0K | 0.02% | 00.0% | Unchanged |