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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 17,324 | $2.58M | 0.12% | +15,355+779.8% | Added |
| Portfolio Design Labs, LLC | 17,262 | $2.57M | 0.79% | +3,000+21.0% | Added |
| Twin Capital Management Inc | 17,229 | $2.57M | 0.30% | +55+0.3% | Added |
| Nomura Holdings Inc | 17,205 | $2.56M | 0.02% | +12,413+259.0% | Added |
| Magellan Asset Management Ltd | 17,175 | $2.56M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 17,139 | $2.55M | 0.19% | +1,402+8.9% | Added |
| GTS Securities LLC | 17,005 | $2.53M | 0.05% | +5,148+43.4% | Added |
| Pinnacle Associates Ltd | 16,910 | $2.52M | 0.04% | +50.0% | Added |
| Advisors Preferred, LLC | 17,042 | $2.51M | 0.43% | +17,042 | New |
| WESCAP Management Group, Inc. | 16,624 | $2.48M | 0.70% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,571 | $2.47M | 0.07% | +4,257+34.6% | Added |
| United Services Automobile Association | 16,534 | $2.46M | 0.06% | −112−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,520 | $2.46M | 0.03% | −988−5.6% | Reduced |
| Turtle Creek Asset Management Inc. | 16,500 | $2.46M | 0.06% | +2,000+13.8% | Added |
| First Horizon Advisors, Inc. | 16,444 | $2.45M | 0.07% | −507−3.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,375 | $2.44M | 0.38% | −50−0.3% | Reduced |
| Laurion Capital Management LP | 16,363 | $2.44M | 0.08% | +16,363 | New |
| Sumitomo Life Insurance Co | 16,151 | $2.41M | 0.06% | +12,601+355.0% | Added |
| AE Wealth Management LLC | 16,136 | $2.40M | 0.02% | +10,298+176.4% | Added |
| North Star Investment Management Corp. | 16,018 | $2.39M | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,961 | $2.38M | 0.00% | +15,961 | New |
| Arvest Investments, Inc. | 15,871 | $2.37M | 0.38% | −108−0.7% | Reduced |
| Squarepoint Ops LLC | 15,856 | $2.36M | 0.01% | −421−2.6% | Reduced |
| Fiduciary Family Office, LLC | 15,849 | $2.36M | 0.93% | +515+3.4% | Added |
| Aviso Financial Inc. | 15,831 | $2.36M | 0.13% | +15,831 | New |
| Ostrum Asset Management | 15,686 | $2.34M | 0.20% | +246+1.6% | Added |
| HighVista Strategies LLC | 15,553 | $2.32M | 0.85% | +2,900+22.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,509 | $2.31M | 0.19% | −300−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 15,388 | $2.29M | 0.03% | +1,890+14.0% | Added |
| Tokio Marine Asset Management Co Ltd | 15,310 | $2.28M | 0.11% | +469+3.2% | Added |
| CAPROCK Group, Inc. | 15,250 | $2.27M | 0.09% | +2,090+15.9% | Added |
| Fairbanks Capital Management, Inc. | 15,226 | $2.27M | 1.49% | +222+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,190 | $2.26M | 0.01% | +11,059+267.7% | Added |
| Meeder Advisory Services, Inc. | 15,063 | $2.24M | 0.16% | +5,554+58.4% | Added |
| Palisade Asset Management, LLC | 15,002 | $2.24M | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,952 | $2.23M | 0.11% | −351−2.3% | Reduced |
| Kendall Capital Management | 14,878 | $2.22M | 0.74% | +230+1.6% | Added |
| Burney Co | 14,863 | $2.22M | 0.08% | −83−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,800 | $2.21M | 0.05% | +14,800 | New |
| Harbor Investment Advisory, LLC | 14,515 | $2.16M | 0.23% | −69−0.5% | Reduced |
| Engineers Gate Manager LP | 14,506 | $2.16M | 0.05% | +14,506 | New |
| Palumbo Wealth Management LLC | 14,440 | $2.15M | 0.91% | +1,052+7.9% | Added |
| Umb Bank N A | 14,421 | $2.15M | 0.04% | −178−1.2% | Reduced |
| Cooper Financial Group | 14,399 | $2.15M | 0.32% | +12,156+542.0% | Added |
| SpiderRock Advisors, LLC | 14,326 | $2.14M | 0.06% | +4,601+47.3% | Added |
| Hamilton Capital Partners Inc. | 14,297 | $2.13M | 0.23% | +1,868+15.0% | Added |
| Harrell Investment Partners, LLC | 14,184 | $2.11M | 0.61% | +205+1.5% | Added |
| Liontrust Investment Partners LLP | 14,109 | $2.10M | 0.03% | −148,508−91.3% | Reduced |
| Davenport & Co LLC | 14,080 | $2.10M | 0.01% | +81+0.6% | Added |
| Legato Capital Management LLC | 13,893 | $2.07M | 0.28% | −3,120−18.3% | Reduced |
| Passumpsic Savings Bank | 13,871 | $2.07M | 1.48% | −5,639−28.9% | Reduced |
| We Are One Seven, LLC | 13,863 | $2.07M | 0.10% | −822−5.6% | Reduced |
| Fayez Sarofim & Co | 13,844 | $2.06M | 0.01% | +400+3.0% | Added |
| Signaturefd, LLC | 13,803 | $2.06M | 0.04% | +85+0.6% | Added |
| Thoroughbred Financial Services, LLC | 13,758 | $2.05M | 0.14% | +5,357+63.8% | Added |
| Sequoia Financial Advisors, LLC | 13,616 | $2.03M | 0.02% | +517+3.9% | Added |
| Buttonwood Financial Advisors Inc. | 13,605 | $2.03M | 0.96% | −659−4.6% | Reduced |
| Cullen Investment Group, Ltd. | 13,542 | $2.02M | 0.32% | +38+0.3% | Added |
| Weiss Asset Management LP | 13,484 | $2.01M | 0.10% | +13,484 | New |
| Wedbush Securities Inc | 13,475 | $2.01M | 0.07% | −499−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,470 | $2.01M | 0.79% | +635+4.9% | Added |
| Roundview Capital LLC | 13,422 | $2.00M | 0.16% | +291+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 13,414 | $2.00M | 0.05% | +84+0.6% | Added |
| Hardy Reed LLC | 13,378 | $1.99M | 0.20% | +13,378 | New |
| Veracity Capital LLC | 13,358 | $1.99M | 0.83% | −447−3.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,327 | $1.99M | 0.51% | +228+1.7% | Added |
| MTM Investment Management, LLC | 13,312 | $1.98M | 0.81% | −133−1.0% | Reduced |
| Bamco Inc | 13,300 | $1.98M | 0.01% | +87+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 13,249 | $1.97M | 0.11% | −405−3.0% | Reduced |
| Howland Capital Management LLC | 13,158 | $1.96M | 0.09% | 00.0% | Unchanged |
| Symmetry Investments LP | 13,156 | $1.96M | 0.25% | +13,156 | New |
| Oliver Lagore Vanvalin Investment Group | 13,140 | $1.96M | 0.56% | +2,546+24.0% | Added |
| Lido Advisors, LLC | 13,088 | $1.95M | 0.02% | +2,277+21.1% | Added |
| Dakota Wealth Management | 13,079 | $1.95M | 0.05% | +137+1.1% | Added |
| Covey Capital Advisors, LLC | 13,007 | $1.94M | 2.24% | +1,442+12.5% | Added |
| Olstein Capital Management, L.P. | 13,000 | $1.94M | 0.34% | +13,000 | New |
| Alps Advisors Inc | 12,967 | $1.93M | 0.01% | +579+4.7% | Added |
| Yarbrough Capital, LLC | 12,960 | $1.93M | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,935 | $1.93M | 0.47% | +12,935 | New |
| Wahed Invest LLC | 12,921 | $1.93M | 0.39% | +1,272+10.9% | Added |
| Annex Advisory Services, LLC | 12,872 | $1.92M | 0.07% | −8−0.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $1.90M | 0.08% | +493+4.0% | Added |
| Main Street Financial Solutions, LLC | 12,752 | $1.90M | 0.18% | +297+2.4% | Added |
| Coldstream Capital Management Inc | 12,653 | $1.89M | 0.05% | +521+4.3% | Added |
| Sabal Trust CO | 12,638 | $1.88M | 0.11% | +3,143+33.1% | Added |
| Citizens Financial Group Inc | 12,602 | $1.88M | 0.04% | +396+3.2% | Added |
| GLOBALT Investments LLC | 12,479 | $1.86M | 0.07% | +27+0.2% | Added |
| Summit Trail Advisors, LLC | 12,443 | $1.85M | 0.05% | −303−2.4% | Reduced |
| EP Wealth Advisors, LLC | 12,276 | $1.83M | 0.02% | +235+2.0% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.83M | 0.20% | 00.0% | Unchanged |
| City Holding Co | 12,210 | $1.82M | 0.27% | +1,803+17.3% | Added |
| GAMMA Investing LLC | 12,187 | $1.82M | 0.25% | +2,422+24.8% | Added |
| Sawyer & Company, Inc | 12,144 | $1.81M | 0.72% | +173+1.4% | Added |
| Maxwell Wealth Strategies Inc. | 12,140 | $1.81M | 0.89% | +86+0.7% | Added |
| Greenleaf Trust | 12,071 | $1.80M | 0.02% | +21+0.2% | Added |
| Kovack Advisors, Inc. | 12,067 | $1.80M | 0.20% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 12,015 | $1.79M | 0.71% | −1,363−10.2% | Reduced |
| Barbara Oil Co. | 12,000 | $1.79M | 0.78% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,965 | $1.78M | 0.02% | −84−0.7% | Reduced |
| Central Valley Advisors, LLC | 11,138 | $1.77M | 0.97% | +237+2.2% | Added |