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 |
|---|---|---|---|---|---|
| Pacific Capital Wealth Advisors, Inc | 119 | $17.7K | 0.00% | +105+750.0% | Added |
| Main Street Group, LTD | 118 | $17.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $16.4K | 0.00% | −2−1.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $14.9K | 0.00% | −56−35.9% | Reduced |
| Godsey & Gibb Associates | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 98 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 97 | $14.5K | 0.00% | +97 | New |
| Aspect Partners, LLC | 93 | $13.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 91 | $13.6K | 0.00% | +30+49.2% | Added |
| Proffitt & Goodson Inc | 91 | $13.6K | 0.00% | +91 | New |
| Delta Asset Management LLC | 90 | $13.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $13.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $12.8K | 0.00% | −1−1.1% | Reduced |
| Breakwater Investment Management | 80 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 80 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 78 | $11.6K | 0.01% | +78 | New |
| Arlington Trust Co LLC | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $9.99K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 65 | $9.65K | 0.00% | −3−4.4% | Reduced |
| Dunhill Financial, LLC | 63 | $9.44K | 0.01% | +12+23.5% | Added |
| Raffa Wealth Management, LLC | 63 | $9.39K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $9.39K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 55 | $8.20K | 0.00% | +55 | New |
| Activest Wealth Management | 51 | $7.60K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $7.45K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 49 | $7.30K | 0.00% | −300−86.0% | Reduced |
| Avion Wealth | 57 | $7.00K | 0.00% | +9+18.8% | Added |
| Spotlight Asset Group, Inc. | 44 | $6.56K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $6.26K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $6.00K | 0.00% | +5+12.8% | Added |
| Stone House Investment Management, LLC | 40 | $5.96K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 40 | $5.96K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $5.66K | 0.00% | +6+18.8% | Added |
| Hobbs Group Advisors, LLC | 38 | $5.66K | 0.00% | +38 | New |
| Hoey Investments, Inc | 37 | $5.51K | 0.00% | −100−73.0% | Reduced |
| SJS Investment Consulting Inc. | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $5.07K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 33 | $4.92K | 0.00% | +33 | New |
| Clean Yield Group | 32 | $4.77K | 0.00% | +32 | New |
| HighMark Wealth Management LLC | 30 | $4.47K | 0.00% | −38−55.9% | Reduced |
| Sunbelt Securities, Inc. | 29 | $4.32K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $4.17K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 28 | $4.17K | 0.00% | +13+86.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $3.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 25 | $3.68K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $3.25K | 0.00% | +12+133.3% | Added |
| New Millennium Group LLC | 21 | $3.13K | 0.00% | +21 | New |
| Fairway Wealth LLC | 20 | $2.98K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 17 | $2.53K | 0.00% | −411−96.0% | Reduced |
| Glen Eagle Advisors, LLC | 16 | $2.38K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 13 | $1.94K | 0.00% | −40−75.5% | Reduced |
| POM Investment Strategies, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10 | $1.49K | 0.00% | +10 | New |
| NVWM, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $883 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $596 | 0.00% | +2+100.0% | Added |
| WestEnd Advisors, LLC | 3 | $447 | 0.00% | +1+50.0% | Added |
| Quest Partners LLC | 1 | $149 | 0.00% | −7−87.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $149 | 0.00% | +1 | New |
| Regent Peak Wealth Advisors LLC | 2,315 | – | – | +31+1.4% | Added |
| PointState Capital LP | 0 | $0 | 0.00% | −324,119−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −174,051−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −165,969−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −151,800−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −151,363−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −124,075−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −45,981−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −32,805−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −28,817−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −24,206−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −17,924−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −12,479−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −12,340−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −9,127−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −7,524−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −5,228−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |