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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 42,144 | $6.28M | 0.03% | +8,169+24.0% | Added |
| JustInvest LLC | 43,092 | $6.26M | 0.12% | +7,319+20.5% | Added |
| CMH Wealth Management LLC | 41,350 | $6.16M | 1.52% | −400−1.0% | Reduced |
| MBB Public Markets I LLC | 41,278 | $6.15M | 0.13% | +41,278 | New |
| Vontobel Holding Ltd. | 40,506 | $6.04M | 0.02% | −14,366−26.2% | Reduced |
| Eagle Rock Investment Company, LLC | 40,498 | $6.04M | 1.09% | +7,507+22.8% | Added |
| Tandem Investment Advisors, Inc. | 40,490 | $6.04M | 0.24% | +2,875+7.6% | Added |
| Ironwood Investment Counsel, LLC | 40,315 | $6.01M | 1.07% | +631+1.6% | Added |
| Edgemoor Investment Advisors, Inc. | 39,861 | $5.94M | 0.55% | +3,366+9.2% | Added |
| Graybill Bartz & Assoc Ltd | 39,093 | $5.83M | 2.36% | +1,256+3.3% | Added |
| Buckhead Capital Management LLC | 39,075 | $5.82M | 1.97% | −84−0.2% | Reduced |
| Selway Asset Management | 39,005 | $5.81M | 2.37% | −400−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 39,007 | $5.74M | 0.05% | +2,556+7.0% | Added |
| HGK Asset Management Inc | 38,216 | $5.70M | 1.10% | −839−2.1% | Reduced |
| TownSquare Capital, LLC | 38,180 | $5.69M | 0.08% | +785+2.1% | Added |
| Baxter Bros Inc | 37,926 | $5.65M | 0.74% | −31−0.1% | Reduced |
| Carmel Capital Management L.L.C. | 37,545 | $5.60M | 2.18% | +55+0.1% | Added |
| Hartford Investment Management Co | 37,541 | $5.60M | 0.19% | −1,276−3.3% | Reduced |
| Eley Financial Management, Inc | 37,387 | $5.57M | 2.36% | −94−0.3% | Reduced |
| First Western Trust Bank | 37,133 | $5.53M | 0.26% | −7,500−16.8% | Reduced |
| Matrix Asset Advisors Inc | 37,108 | $5.53M | 0.66% | −690−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 36,898 | $5.50M | 0.31% | −514−1.4% | Reduced |
| MAI Capital Management | 36,856 | $5.49M | 0.05% | +1,175+3.3% | Added |
| Brookstone Capital Management | 34,379 | $5.43M | 0.09% | +7,619+28.5% | Added |
| Gsa Capital Partners LLP | 36,288 | $5.41M | 0.38% | +33,206+1,077.4% | Added |
| Swiss Life Asset Management Ltd | 36,263 | $5.40M | 0.06% | −32,479−47.2% | Reduced |
| First Business Financial Services, Inc. | 36,173 | $5.39M | 0.57% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36,158 | $5.39M | 0.24% | −1,803−4.7% | Reduced |
| Stone Run Capital, LLC | 35,950 | $5.36M | 2.14% | −2,050−5.4% | Reduced |
| Compass Wealth Management LLC | 35,834 | $5.34M | 1.32% | −490−1.3% | Reduced |
| Harber Asset Management LLC | 35,520 | $5.29M | 1.41% | −17,359−32.8% | Reduced |
| Gilman Hill Asset Management, LLC | 35,421 | $5.28M | 0.96% | +153+0.4% | Added |
| DF Dent & Co Inc | 35,357 | $5.27M | 0.07% | −1,354−3.7% | Reduced |
| D L Carlson Investment Group Inc | 35,356 | $5.27M | 1.02% | +10,894+44.5% | Added |
| Anchor Investment Management, LLC | 34,966 | $5.21M | 0.54% | +695+2.0% | Added |
| Tower Research Capital LLC (TRC) | 34,872 | $5.20M | 0.09% | +11,047+46.4% | Added |
| CenterBook Partners LP | 34,871 | $5.20M | 0.32% | +1,255+3.7% | Added |
| Nicollet Investment Management, Inc. | 34,279 | $5.11M | 1.91% | −52−0.2% | Reduced |
| Quantinno Capital Management LP | 34,250 | $5.10M | 0.09% | +3,999+13.2% | Added |
| Bey-Douglas LLC | 32,775 | $5.09M | 4.71% | +352+1.1% | Added |
| Nilsine Partners, LLC | 34,039 | $5.07M | 0.68% | +240+0.7% | Added |
| Snowden Capital Advisors LLC | 33,836 | $5.04M | 0.15% | −1,110−3.2% | Reduced |
| Wealthfront Advisers LLC | 33,755 | $5.03M | 0.02% | +3,799+12.7% | Added |
| Securian Asset Management, Inc | 33,643 | $5.01M | 0.15% | −1,707−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 33,441 | $4.98M | 0.17% | +1,395+4.4% | Added |
| SFE Investment Counsel | 33,337 | $4.97M | 1.10% | −979−2.9% | Reduced |
| Buffington Mohr McNeal | 33,168 | $4.94M | 0.87% | −2,541−7.1% | Reduced |
| Louisiana State Employees Retirement System | 33,100 | $4.93M | 0.10% | −1,800−5.2% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $4.92M | 0.90% | 00.0% | Unchanged |
| Argent Trust Co | 32,686 | $4.87M | 0.21% | −1,207−3.6% | Reduced |
| Assetmark, Inc | 32,513 | $4.85M | 0.01% | +3,096+10.5% | Added |
| Ieq Capital, LLC | 32,422 | $4.83M | 0.07% | +2,366+7.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,414 | $4.83M | 0.24% | +9,414+40.9% | Added |
| Bull Street Advisors, LLC | 32,310 | $4.82M | 2.32% | 00.0% | Unchanged |
| Soros Capital Management LLC | 31,913 | $4.76M | 2.60% | +7,353+29.9% | Added |
| Nemes Rush Group LLC | 31,831 | $4.74M | 0.65% | +1,335+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,795 | $4.74M | 0.12% | −2,120−6.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $4.70M | 0.74% | 00.0% | Unchanged |
| Keel Point, LLC | 28,872 | $4.69M | 0.42% | −1,830−6.0% | Reduced |
| Magnetar Financial LLC | 31,309 | $4.67M | 0.10% | +31,309 | New |
| Glenview Trust Co | 31,177 | $4.65M | 0.09% | −203−0.6% | Reduced |
| Otter Creek Advisors, LLC | 30,827 | $4.59M | 2.98% | +2,827+10.1% | Added |
| Toroso Investments, LLC | 30,796 | $4.59M | 0.06% | −5,403−14.9% | Reduced |
| Meridian Management Co | 30,521 | $4.55M | 1.25% | −180−0.6% | Reduced |
| Monarch Capital Management Inc | 30,419 | $4.53M | 1.33% | −145−0.5% | Reduced |
| New Mexico Educational Retirement Board | 30,216 | $4.50M | 0.16% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 29,894 | $4.46M | 0.29% | +29,894 | New |
| Centiva Capital, LP | 29,882 | $4.45M | 0.22% | +29,882 | New |
| First National Bank of Omaha | 29,850 | $4.45M | 0.29% | +9,560+47.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,826 | $4.45M | 0.19% | −896−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,732 | $4.43M | 0.07% | −11,829−28.5% | Reduced |
| Stephens Inc | 29,651 | $4.42M | 0.07% | −1,350−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 29,482 | $4.39M | 0.04% | −1,391−4.5% | Reduced |
| Avanda Investment Management Pte. Ltd. | 29,467 | $4.39M | 0.66% | −12,790−30.3% | Reduced |
| Resources Investment Advisors, LLC. | 28,866 | $4.30M | 0.05% | −32,452−52.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,590 | $4.26M | 0.01% | +1,487+5.5% | Added |
| Ami Investment Management Inc | 28,588 | $4.26M | 1.49% | −1,904−6.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,580 | $4.26M | 0.05% | +805+2.9% | Added |
| Robbins Farley LLC | 28,514 | $4.25M | 2.26% | +6,244+28.0% | Added |
| Horan Capital Advisors, LLC. | 28,463 | $4.24M | 1.49% | +30+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 28,439 | $4.24M | 0.22% | −25−0.1% | Reduced |
| Taylor Financial Group, Inc. | 28,242 | $4.21M | 3.23% | −100−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 28,085 | $4.19M | 0.75% | −100−0.4% | Reduced |
| Dempze Nancy E | 28,084 | $4.19M | 2.87% | +85+0.3% | Added |
| Wellington Management Group LLP | 27,976 | $4.17M | 0.00% | +10,409+59.3% | Added |
| South State Corp. | 27,916 | $4.16M | 0.30% | +163+0.6% | Added |
| Fiduciary Trust Co | 27,845 | $4.15M | 0.06% | +1,552+5.9% | Added |
| Clayton Partners LLC | 27,786 | $4.14M | 3.33% | −329−1.2% | Reduced |
| Advisory Services Network, LLC | 27,427 | $4.09M | 0.08% | +270+1.0% | Added |
| VisionPoint Advisory Group, LLC | 27,370 | $4.08M | 1.45% | +2,296+9.2% | Added |
| HB Wealth Management, LLC | 27,066 | $4.03M | 0.05% | −373−1.4% | Reduced |
| National Bank of Canada | 27,362 | $4.02M | 0.01% | −166−0.6% | Reduced |
| Capital City Trust Co | 26,946 | $4.02M | 1.09% | +116+0.4% | Added |
| Illinois Municipal Retirement Fund | 26,601 | $3.96M | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 26,599 | $3.96M | 0.27% | −660−2.4% | Reduced |
| FFT Wealth Management LLC | 26,485 | $3.95M | 0.35% | 00.0% | Unchanged |
| Ascent Group, LLC | 26,384 | $3.93M | 0.32% | +3,146+13.5% | Added |
| Meridian Wealth Advisors, LLC | 25,775 | $3.84M | 0.69% | +125+0.5% | Added |
| Ameritas Advisory Services, LLC | 25,670 | $3.83M | 0.14% | +269+1.1% | Added |
| E. Ohman J:or Asset Management AB | 25,600 | $3.82M | 0.09% | +1,100+4.5% | Added |