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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 66,891 | $9.97M | 1.09% | −1,979−2.9% | Reduced |
| PGGM Investments | 66,354 | $9.89M | 0.14% | +3,995+6.4% | Added |
| GDS Wealth Management | 66,089 | $9.85M | 1.08% | +7,917+13.6% | Added |
| Peapack Gladstone Financial Corp | 66,072 | $9.85M | 0.15% | +1,240+1.9% | Added |
| Synovus Financial Corp | 66,048 | $9.84M | 0.13% | +335+0.5% | Added |
| First Hawaiian Bank | 65,502 | $9.76M | 0.33% | −1,601−2.4% | Reduced |
| Prudential PLC | 65,297 | $9.73M | 0.07% | +18,099+38.3% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $9.63M | 4.27% | 00.0% | Unchanged |
| Dillon & Associates Inc | 63,036 | $9.39M | 1.37% | +8,529+15.6% | Added |
| Eagle Asset Management Inc | 63,565 | $9.35M | 0.05% | +9,651+17.9% | Added |
| Fred Alger Management, LLC | 62,470 | $9.31M | 0.05% | +62,073+15,635.5% | Added |
| Pacer Advisors, Inc. | 62,455 | $9.31M | 0.02% | +17,462+38.8% | Added |
| Live Oak Private Wealth LLC | 62,192 | $9.27M | 1.59% | −1,477−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 61,814 | $9.21M | 0.02% | −18,554−23.1% | Reduced |
| Chesley Taft & Associates LLC | 61,387 | $9.15M | 0.46% | +480+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 60,967 | $9.09M | 0.58% | +778+1.3% | Added |
| Sanctuary Advisors, LLC | 58,265 | $9.08M | 0.07% | +58,265 | New |
| Colony Group, LLC | 59,236 | $9.02M | 0.03% | +29,232+97.4% | Added |
| Diversified Trust Co | 60,330 | $8.99M | 0.25% | +2,582+4.5% | Added |
| Papp L Roy & Associates | 60,158 | $8.97M | 1.09% | −1,669−2.7% | Reduced |
| Steamboat Capital Partners, LLC | 60,067 | $8.95M | 3.29% | −6,966−10.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $8.94M | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 59,545 | $8.87M | 0.11% | +3,528+6.3% | Added |
| ProVise Management Group, LLC | 59,023 | $8.80M | 0.75% | +238+0.4% | Added |
| Tocqueville Asset Management L.P. | 58,427 | $8.71M | 0.14% | −450−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 58,364 | $8.70M | 0.05% | −1,405−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 58,196 | $8.67M | 0.09% | +3,087+5.6% | Added |
| Cozad Asset Management Inc | 56,962 | $8.49M | 0.85% | −321−0.6% | Reduced |
| Advisors Asset Management, Inc. | 56,513 | $8.42M | 0.16% | +11,846+26.5% | Added |
| Legal Advantage Investments, Inc. | 56,287 | $8.39M | 4.83% | −450−0.8% | Reduced |
| BTC Capital Management, Inc. | 55,884 | $8.33M | 0.77% | −1,635−2.8% | Reduced |
| Marks Group Wealth Management, Inc | 55,689 | $8.30M | 0.87% | −4,073−6.8% | Reduced |
| Andra AP-fonden | 55,295 | $8.24M | 0.14% | +4,900+9.7% | Added |
| Core Alternative Capital | 55,057 | $8.21M | 1.64% | −7,616−12.2% | Reduced |
| Middleton & Co Inc | 54,854 | $8.18M | 0.95% | −2,687−4.7% | Reduced |
| Smithbridge Asset Management Inc | 54,594 | $8.14M | 1.69% | +800+1.5% | Added |
| Intech Investment Management LLC | 54,399 | $8.11M | 0.10% | +11,768+27.6% | Added |
| River & Mercantile Asset Management LLP | 54,413 | $8.11M | 2.23% | +3,828+7.6% | Added |
| M&R Capital Management Inc | 54,248 | $8.09M | 1.93% | −80−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 54,174 | $8.07M | 0.19% | −666−1.2% | Reduced |
| Guggenheim Capital LLC | 53,990 | $8.05M | 0.06% | +170+0.3% | Added |
| Glenview Capital Management, LLC | 53,768 | $8.01M | 0.17% | −748,924−93.3% | Reduced |
| Carderock Capital Management Inc | 53,756 | $8.01M | 2.10% | +1,107+2.1% | Added |
| Builder Investment Group Inc | 53,237 | $7.93M | 2.16% | −50−0.1% | Reduced |
| Cheviot Value Management, LLC | 52,875 | $7.88M | 1.54% | −720−1.3% | Reduced |
| Contravisory Investment Management, Inc. | 52,527 | $7.83M | 1.73% | −852−1.6% | Reduced |
| Hantz Financial Services, Inc. | 52,327 | $7.80M | 0.15% | −3,444−6.2% | Reduced |
| Liberty Capital Management, Inc. | 52,034 | $7.76M | 1.84% | −368−0.7% | Reduced |
| Landscape Capital Management, L.L.C. | 51,812 | $7.72M | 0.65% | −25,752−33.2% | Reduced |
| UniSuper Management Pty Ltd | 51,660 | $7.70M | 0.06% | +37,330+260.5% | Added |
| Captrust Financial Advisors | 51,334 | $7.65M | 0.02% | −8,526−14.2% | Reduced |
| Wilkins Investment Counsel Inc | 51,005 | $7.60M | 1.13% | −35−0.1% | Reduced |
| Spire Wealth Management | 51,088 | $7.60M | 0.27% | −12,239−19.3% | Reduced |
| Gulf International Bank (UK) Ltd | 50,802 | $7.57M | 0.19% | −140−0.3% | Reduced |
| Cox Capital Mgt LLC | 50,381 | $7.51M | 4.54% | −926−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 50,256 | $7.49M | 0.15% | −1,029−2.0% | Reduced |
| Patton Albertson Miller Group, LLC | 50,116 | $7.47M | 1.06% | +4,257+9.3% | Added |
| Verdence Capital Advisors LLC | 50,115 | $7.47M | 0.66% | +1,381+2.8% | Added |
| Two Point Capital Management, Inc. | 50,021 | $7.46M | 3.00% | +416+0.8% | Added |
| Brooktree Capital Management | 49,685 | $7.41M | 6.33% | −2,861−5.4% | Reduced |
| First National Trust Co | 49,443 | $7.37M | 0.30% | −4,459−8.3% | Reduced |
| Close Asset Management Ltd | 49,456 | $7.37M | 0.25% | +1,560+3.3% | Added |
| Marshall Wace, LLP | 49,124 | $7.32M | 0.01% | −17,535−26.3% | Reduced |
| AMJ Financial Wealth Management | 48,947 | $7.30M | 2.27% | +12,511+34.3% | Added |
| Palmer Knight Co | 48,928 | $7.29M | 3.49% | +80+0.2% | Added |
| Jacobs & Co | 48,744 | $7.26M | 0.76% | −1,485−3.0% | Reduced |
| CX Institutional | 48,497 | $7.23M | 0.34% | +42+0.1% | Added |
| Oarsman Capital, Inc. | 48,370 | $7.21M | 1.59% | −771−1.6% | Reduced |
| 1832 Asset Management L.P. | 47,974 | $7.15M | 0.01% | −10,051−17.3% | Reduced |
| Hills Bank & Trust Co | 47,806 | $7.13M | 0.58% | −1,788−3.6% | Reduced |
| Delaney Dennis R | 47,711 | $7.11M | 3.84% | −988−2.0% | Reduced |
| Marietta Investment Partners LLC | 47,529 | $7.08M | 1.56% | +1,820+4.0% | Added |
| Cary Street Partner Investment Advisory LLC | 47,420 | $7.07M | 0.29% | +39+0.1% | Added |
| M. Kraus & Co | 47,022 | $7.01M | 2.15% | +110+0.2% | Added |
| HM Payson & Co | 46,927 | $6.99M | 0.13% | −56−0.1% | Reduced |
| Thomas Story & Son LLC | 46,815 | $6.98M | 3.01% | +15,690+50.4% | Added |
| Redmond Asset Management, LLC | 46,770 | $6.97M | 2.29% | −2,021−4.1% | Reduced |
| Brinker Capital Investments, LLC | 46,008 | $6.86M | 0.07% | −3,200−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 46,008 | $6.86M | 0.07% | −3,200−6.5% | Reduced |
| Hudson Bay Capital Management LP | 45,936 | $6.85M | 0.05% | −37,063−44.7% | Reduced |
| Notis-McConarty Edward | 45,818 | $6.83M | 2.68% | −282−0.6% | Reduced |
| Ayrshire Capital Management LLC | 45,533 | $6.79M | 3.46% | −448−1.0% | Reduced |
| Maryland State Retirement & Pension System | 45,397 | $6.77M | 0.12% | −1,542−3.3% | Reduced |
| Mizuho Securities USA LLC | 45,113 | $6.72M | 0.15% | +45,113 | New |
| Karpas Strategies, LLC | 45,035 | $6.71M | 2.11% | −240−0.5% | Reduced |
| Thompson Investment Management, Inc. | 44,609 | $6.65M | 1.03% | −710−1.6% | Reduced |
| Sendero Wealth Management, LLC | 44,464 | $6.63M | 1.11% | −1,722−3.7% | Reduced |
| Cloverfields Capital Group, LP | 44,445 | $6.62M | 2.24% | +1,578+3.7% | Added |
| Kentucky Retirement Systems | 44,091 | $6.57M | 0.19% | −1,489−3.3% | Reduced |
| Heritage Trust Co | 43,633 | $6.50M | 0.86% | −199−0.5% | Reduced |
| Howe & Rusling Inc | 43,552 | $6.49M | 0.59% | +13,649+45.6% | Added |
| AdvisorShares Investments LLC | 44,047 | $6.48M | 1.13% | +3,026+7.4% | Added |
| RMB Capital Management, LLC | 43,267 | $6.45M | 0.15% | +10.0% | Added |
| Marshall & Sullivan Inc | 43,073 | $6.42M | 3.21% | −1,012−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 43,070 | $6.42M | 0.97% | −390−0.9% | Reduced |
| John G Ullman & Associates Inc | 43,051 | $6.42M | 0.98% | −400−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 43,047 | $6.42M | 0.12% | −3,319−7.2% | Reduced |
| Resources Management Corp | 42,563 | $6.34M | 0.92% | −1,059−2.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,984 | $6.34M | 0.03% | −694,337−93.5% | Reduced |
| Walleye Trading LLC | 42,510 | $6.34M | 0.12% | −18,927−30.8% | Reduced |