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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 25,073 | $3.79M | 0.92% | +25,073 | New |
| CWM, LLC | 25,374 | $3.78M | 0.02% | +2,098+9.0% | Added |
| First National Advisers, LLC | 25,279 | $3.77M | 0.69% | +237+0.9% | Added |
| BancorpSouth Bank | 25,225 | $3.76M | 0.28% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 25,111 | $3.76M | 1.28% | −267−1.1% | Reduced |
| Rakuten Investment Management, Inc. | 24,986 | $3.72M | 0.02% | +8,847+54.8% | Added |
| Jag Capital Management, LLC | 24,462 | $3.65M | 0.50% | −60−0.2% | Reduced |
| First Financial Bank - Trust Division | 24,440 | $3.64M | 0.36% | +2,598+11.9% | Added |
| Vinva Investment Management Ltd | 24,330 | $3.63M | 0.19% | +1,564+6.9% | Added |
| Principal Securities, Inc. | 24,160 | $3.60M | 0.10% | +3,265+15.6% | Added |
| ClariVest Asset Management LLC | 24,107 | $3.59M | 0.37% | −207−0.9% | Reduced |
| Blume Capital Management, Inc. | 24,069 | $3.59M | 0.87% | −200−0.8% | Reduced |
| JB Capital LLC | 23,967 | $3.57M | 0.22% | +344+1.5% | Added |
| Timber Creek Capital Management LLC | 23,944 | $3.57M | 1.08% | +105+0.4% | Added |
| Fulton Bank, N.A. | 23,875 | $3.56M | 0.14% | −1,220−4.9% | Reduced |
| Indiana Trust & Investment Management CO | 23,859 | $3.56M | 1.31% | −932−3.8% | Reduced |
| BKD Wealth Advisors, LLC | 23,599 | $3.52M | 0.09% | +1,392+6.3% | Added |
| Agate Pass Investment Management, LLC | 23,324 | $3.48M | 1.85% | −482−2.0% | Reduced |
| Cary Street Partners Asset Management LLC | 23,321 | $3.48M | 0.51% | −15−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,150 | $3.45M | 1.12% | 00.0% | Unchanged |
| Becker Capital Management Inc | 23,135 | $3.45M | 0.12% | +23,135 | New |
| Alpha Cubed Investments, LLC | 23,099 | $3.44M | 0.16% | −4,238−15.5% | Reduced |
| Van Eck Associates Corp | 22,980 | $3.42M | 0.00% | +1,117+5.1% | Added |
| Geneva Partners, LLC | 22,721 | $3.39M | 1.39% | +5,682+33.3% | Added |
| AMG National Trust Bank | 22,678 | $3.38M | 0.09% | −367−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 22,666 | $3.38M | 0.04% | +22,666 | New |
| Metis Global Partners, LLC | 22,566 | $3.36M | 0.12% | −970−4.1% | Reduced |
| Graphene Investments SAS | 22,500 | $3.35M | 2.11% | +22,500 | New |
| Peddock Capital Advisors, LLC | 22,415 | $3.34M | 0.86% | −2,178−8.9% | Reduced |
| Paloma Partners Management Co | 22,361 | $3.33M | 0.29% | −2,763−11.0% | Reduced |
| Trust Co of Oklahoma | 22,247 | $3.32M | 1.16% | +709+3.3% | Added |
| Forge First Asset Management Inc. | 22,200 | $3.31M | 1.40% | −950−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 22,064 | $3.29M | 0.02% | +12,627+133.8% | Added |
| Man Group plc | 22,044 | $3.29M | 0.01% | +5,536+33.5% | Added |
| Capital Analysts, LLC | 21,990 | $3.28M | 0.14% | +1,369+6.6% | Added |
| Moors & Cabot, Inc. | 21,950 | $3.27M | 0.17% | −585−2.6% | Reduced |
| Baldwin Investment Management, LLC | 21,945 | $3.27M | 0.45% | −25−0.1% | Reduced |
| Anderson Hoagland & Co | 21,630 | $3.27M | 0.34% | −3,102−12.5% | Reduced |
| Horizon Investment Services, LLC | 21,918 | $3.27M | 1.54% | +54+0.2% | Added |
| NEOS Investment Management LLC | 21,899 | $3.26M | 0.13% | +6,972+46.7% | Added |
| Public Sector Pension Investment Board | 21,739 | $3.24M | 0.02% | +8,369+62.6% | Added |
| Achmea Investment Management B.V. | 21,568 | $3.21M | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 21,500 | $3.20M | 0.13% | −9,700−31.1% | Reduced |
| Birch Capital Management, LLC | 21,433 | $3.19M | 1.66% | +652+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,408 | $3.19M | 0.17% | +21,408 | New |
| Prelude Capital Management, LLC | 21,338 | $3.18M | 0.27% | −2,221−9.4% | Reduced |
| Verition Fund Management LLC | 21,192 | $3.16M | 0.02% | +15,379+264.6% | Added |
| GWM Advisors LLC | 21,183 | $3.16M | 0.02% | −3,669−14.8% | Reduced |
| Wisconsin Capital Management LLC | 21,105 | $3.15M | 1.59% | +6,000+39.7% | Added |
| Veriti Management LLC | 20,895 | $3.11M | 0.19% | +3,974+23.5% | Added |
| Omers Administration Corp | 20,831 | $3.10M | 0.03% | +20,831 | New |
| Private Advisor Group, LLC | 20,821 | $3.10M | 0.02% | +881+4.4% | Added |
| Hohimer Wealth Management, LLC | 20,734 | $3.09M | 0.72% | −609−2.9% | Reduced |
| Plato Investment Management Ltd | 20,711 | $3.09M | 0.29% | +204+1.0% | Added |
| SYSTM Wealth Solutions LLC | 20,582 | $3.07M | 0.68% | +5,379+35.4% | Added |
| Mission Wealth Management, LP | 20,536 | $3.06M | 0.08% | +60+0.3% | Added |
| Norinchukin Bank, The | 20,532 | $3.06M | 0.09% | +502+2.5% | Added |
| Park Avenue Securities LLC | 20,524 | $3.06M | 0.04% | +1,619+8.6% | Added |
| Siemens Fonds Invest GmbH | 20,461 | $3.05M | 0.23% | −111−0.5% | Reduced |
| Acadian Asset Management LLC | 20,405 | $3.04M | 0.01% | −36,240−64.0% | Reduced |
| Apollon Wealth Management, LLC | 20,286 | $3.02M | 0.09% | +2,429+13.6% | Added |
| Empirical Finance, LLC | 20,276 | $3.02M | 0.19% | −1,321−6.1% | Reduced |
| Albert D Mason Inc | 20,266 | $3.02M | 2.04% | +30.0% | Added |
| Everence Capital Management Inc | 19,746 | $3.02M | 0.21% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 20,203 | $3.01M | 0.93% | +1,894+10.3% | Added |
| Campbell Newman Asset Management Inc | 20,192 | $3.01M | 0.24% | −20−0.1% | Reduced |
| Ellenbecker Investment Group | 20,132 | $3.00M | 0.60% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 20,100 | $3.00M | 1.45% | −804−3.8% | Reduced |
| Chartwell Investment Partners, LLC | 20,035 | $2.99M | 0.10% | −182−0.9% | Reduced |
| Altrafin AG | 20,000 | $2.98M | 1.10% | 00.0% | Unchanged |
| BDF-Gestion | 20,000 | $2.98M | 0.29% | +20,000 | New |
| Investment Research & Advisory Group, Inc. | 19,658 | $2.93M | 1.31% | +441+2.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 19,595 | $2.92M | 0.98% | −140−0.7% | Reduced |
| LaFleur & Godfrey LLC | 19,461 | $2.90M | 0.43% | −483−2.4% | Reduced |
| Consolidated Planning Corp | 19,409 | $2.89M | 0.48% | +1,333+7.4% | Added |
| Trinity Financial Advisors LLC | 19,376 | $2.89M | 1.29% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 19,223 | $2.86M | 0.35% | 00.0% | Unchanged |
| Central Trust Co | 19,210 | $2.86M | 0.07% | −933−4.6% | Reduced |
| Raymond James Trust N.A. | 19,207 | $2.86M | 0.07% | +125+0.7% | Added |
| Penobscot Investment Management Company, Inc. | 19,177 | $2.86M | 0.28% | +5,195+37.2% | Added |
| Investment Management Corp of Ontario | 19,143 | $2.85M | 0.08% | +3,400+21.6% | Added |
| Schonfeld Strategic Advisors LLC | 19,111 | $2.85M | 0.02% | −209,013−91.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,947 | $2.82M | 0.29% | −1,258−6.2% | Reduced |
| Marex Group plc | 18,889 | $2.82M | 0.08% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 18,888 | $2.82M | 1.35% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 18,872 | $2.81M | 0.19% | −935−4.7% | Reduced |
| Gabelli Funds LLC | 18,800 | $2.80M | 0.02% | −1,100−5.5% | Reduced |
| Robinson Value Management, Ltd. | 18,700 | $2.79M | 1.94% | −958−4.9% | Reduced |
| National Asset Management, Inc. | 18,668 | $2.78M | 0.07% | +813+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,621 | $2.78M | 0.07% | −424−2.2% | Reduced |
| Barry Investment Advisors, LLC | 18,613 | $2.77M | 0.93% | −1,266−6.4% | Reduced |
| Atria Wealth Solutions, Inc. | 18,542 | $2.76M | 0.03% | +493+2.7% | Added |
| Bridges Investment Management Inc | 18,507 | $2.76M | 0.04% | +11,732+173.2% | Added |
| Hall Laurie J Trustee | 18,455 | $2.75M | 0.96% | −10−0.1% | Reduced |
| Bleakley Financial Group, LLC | 18,399 | $2.74M | 0.08% | +624+3.5% | Added |
| Simplicity Wealth,LLC | 18,397 | $2.74M | 0.06% | +673+3.8% | Added |
| Berger Financial Group, Inc | 18,340 | $2.73M | 0.22% | +25+0.1% | Added |
| Axxcess Wealth Management, LLC | 18,245 | $2.72M | 0.07% | −741−3.9% | Reduced |
| Savant Capital, LLC | 17,913 | $2.67M | 0.03% | +567+3.3% | Added |
| Argyle Capital Management Inc. | 17,488 | $2.61M | 1.07% | −700−3.8% | Reduced |