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 |
|---|---|---|---|---|---|
| Evergreen Private Wealth LLC | 948 | $141.3K | 0.07% | −2−0.2% | Reduced |
| Itau Unibanco Holding S.A. | 918 | $136.8K | 0.01% | +918 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $130.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 859 | $128.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 849 | $126.5K | 0.01% | +548+182.1% | Added |
| Natixis Investment Managers International | 832 | $124.0K | 0.01% | −174−17.3% | Reduced |
| Zions Bancorporation, N.A. | 831 | $123.9K | 0.01% | −104−11.1% | Reduced |
| Financial Network Wealth Advisors LLC | 819 | $122.1K | 0.09% | +819 | New |
| Roble, Belko & Company, Inc | 800 | $119.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 781 | $116.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 773 | $115.0K | 0.07% | −89−10.3% | Reduced |
| Gradient Investments LLC | 767 | $114.3K | 0.00% | +94+14.0% | Added |
| WFA of San Diego, LLC | 720 | $107.3K | 0.10% | +720 | New |
| WFA Asset Management Corp | 712 | $106.1K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $105.8K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $104.3K | 0.07% | 00.0% | Unchanged |
| First PREMIER Bank | 658 | $98.0K | 0.03% | +58+9.7% | Added |
| WR Wealth Planners, LLC | 643 | $95.8K | 0.03% | −72−10.1% | Reduced |
| Eagle Bay Advisors LLC | 638 | $95.1K | 0.06% | −18−2.7% | Reduced |
| Princeton Global Asset Management LLC | 617 | $92.0K | 0.02% | +17+2.8% | Added |
| Leonteq Securities AG | 611 | $91.1K | 0.01% | −195−24.2% | Reduced |
| Global Trust Asset Management, LLC | 606 | $90.3K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 594 | $88.5K | 0.01% | +3+0.5% | Added |
| GHP Investment Advisors, Inc. | 588 | $87.6K | 0.00% | +81+16.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $85.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $82.7K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $80.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 516 | $76.9K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 462 | $68.9K | 0.03% | −42−8.3% | Reduced |
| Investors Research Corp | 454 | $67.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $67.7K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 447 | $66.6K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 446 | $66.5K | 0.01% | −90−16.8% | Reduced |
| Laurel Wealth Advisors LLC | 440 | $65.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 437 | $65.1K | 0.02% | +154+54.4% | Added |
| Tompkins Financial Corp | 426 | $63.5K | 0.01% | −391−47.9% | Reduced |
| Hoese & Co LLP | 403 | $60.4K | 0.05% | −45−10.0% | Reduced |
| Loomis Sayles & Co L P | 401 | $60.0K | 0.00% | +9+2.3% | Added |
| EnRich Financial Partners LLC | 402 | $59.9K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $59.6K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $59.6K | 0.02% | +200+100.0% | Added |
| Kimelman & Baird, LLC | 400 | $59.6K | 0.00% | +400 | New |
| Bruce G. Allen Investments, LLC | 398 | $59.3K | 0.05% | −19−4.6% | Reduced |
| Goodman Advisory Group, LLC | 395 | $58.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $57.7K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $57.4K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 382 | $56.9K | 0.02% | +225+143.3% | Added |
| BFSG, LLC | 375 | $55.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 375 | $55.0K | 0.01% | +375 | New |
| Capital Advisors, Ltd. LLC | 353 | $53.0K | 0.01% | +10+2.9% | Added |
| Westside Investment Management, Inc. | 351 | $52.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 349 | $52.0K | 0.00% | +349 | New |
| West Paces Advisors Inc. | 334 | $49.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 329 | $49.0K | 0.03% | +121+58.2% | Added |
| IAG Wealth Partners, LLC | 328 | $48.9K | 0.01% | +23+7.5% | Added |
| Davis Capital Management | 330 | $48.6K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 315 | $46.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $44.7K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 296 | $44.1K | 0.02% | +296 | New |
| Bell Investment Advisors, Inc | 294 | $43.8K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 285 | $42.5K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 274 | $40.8K | 0.02% | +274 | New |
| McIlrath & Eck, LLC | 272 | $40.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 268 | $40.0K | 0.00% | +61+29.5% | Added |
| Newbridge Financial Services Group, Inc. | 260 | $38.8K | 0.01% | +127+95.5% | Added |
| Monetary Management Group Inc | 250 | $37.3K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $36.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 240 | $35.8K | 0.00% | −1,350−84.9% | Reduced |
| Pinnacle Bancorp, Inc. | 237 | $35.3K | 0.01% | −989−80.7% | Reduced |
| Hollencrest Capital Management | 232 | $34.6K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 231 | $34.4K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 226 | $33.7K | 0.02% | −17−7.0% | Reduced |
| Private Wealth Management Group, LLC | 223 | $33.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $32.9K | 0.01% | +45+25.6% | Added |
| Clear Point Advisors Inc. | 220 | $32.8K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 206 | $30.7K | 0.01% | +206 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $30.4K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $29.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $29.8K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 192 | $28.6K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 190 | $28.3K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 179 | $26.7K | 0.00% | −213−54.3% | Reduced |
| Painted Porch Advisors LLC | 167 | $24.9K | 0.01% | +167 | New |
| Redwood Wealth Management Group, LLC | 157 | $23.4K | 0.02% | +157 | New |
| Sachetta, LLC | 143 | $23.3K | 0.01% | +61+74.4% | Added |
| Ibex Wealth Advisors | 152 | $22.7K | 0.00% | +152 | New |
| Boyd Watterson Asset Management LLC | 149 | $22.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 146 | $21.8K | 0.01% | +116+386.7% | Added |
| MCF Advisors LLC | 144 | $21.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 143 | $21.0K | 0.00% | +17+13.5% | Added |
| Hanson & Doremus Investment Management | 140 | $21.0K | 0.00% | +60+75.0% | Added |
| Altshuler Shaham Ltd | 139 | $20.7K | 0.00% | +139 | New |
| Glass Jacobson Investment Advisors llc | 138 | $20.6K | 0.01% | −98−41.5% | Reduced |
| CNB Bank | 137 | $20.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 129 | $19.2K | 0.03% | −5−3.7% | Reduced |
| TSFG, LLC | 126 | $19.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.9K | 0.01% | −3−2.4% | Reduced |
| West Branch Capital LLC | 120 | $17.9K | 0.01% | 00.0% | Unchanged |