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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 11,818 | $1.76M | 0.39% | −436−3.6% | Reduced |
| Elevatus Welath Management | 11,790 | $1.76M | 0.66% | −13,239−52.9% | Reduced |
| Harvey Capital Management Inc | 11,770 | $1.75M | 0.46% | −200−1.7% | Reduced |
| Midwest Professional Planners, LTD. | 11,736 | $1.75M | 0.58% | +165+1.4% | Added |
| Greenland Capital Management LP | 11,705 | $1.74M | 0.37% | +11,705 | New |
| Secure Asset Management, LLC | 11,593 | $1.73M | 0.33% | +2,686+30.2% | Added |
| Benchmark Investment Advisors LLC | 11,576 | $1.73M | 1.25% | −325−2.7% | Reduced |
| Tiaa Trust, National Association | 11,566 | $1.72M | 0.01% | +33+0.3% | Added |
| V-Square Quantitative Management LLC | 11,564 | $1.72M | 0.28% | −418−3.5% | Reduced |
| WealthShield Partners, LLC | 11,486 | $1.71M | 0.26% | +623+5.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,473 | $1.71M | 0.03% | −551−4.6% | Reduced |
| Chilton Investment Co LLC | 11,375 | $1.70M | 0.05% | −689−5.7% | Reduced |
| Vestcor Inc | 11,357 | $1.69M | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,262 | $1.68M | 0.12% | +11,262 | New |
| Concurrent Investment Advisors, LLC | 11,237 | $1.67M | 0.06% | −275−2.4% | Reduced |
| Central Pacific Bank - Trust Division | 11,209 | $1.67M | 0.20% | +325+3.0% | Added |
| AdvisorNet Financial, Inc | 11,078 | $1.65M | 0.15% | +50.0% | Added |
| Knollwood Investment Advisory, LLC | 11,056 | $1.65M | 0.18% | +2,006+22.2% | Added |
| Exchange Traded Concepts, LLC | 10,986 | $1.64M | 0.04% | −3,736−25.4% | Reduced |
| Boston Partners | 10,977 | $1.64M | 0.00% | +1,928+21.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,936 | $1.63M | 0.07% | −15,514−58.7% | Reduced |
| Bray Capital Advisors | 10,898 | $1.62M | 0.41% | +33+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 10,833 | $1.61M | 0.18% | +10,833 | New |
| Duncker Streett & Co Inc | 10,834 | $1.61M | 0.31% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,828 | $1.61M | 0.23% | +1,797+19.9% | Added |
| Bokf, NA | 10,816 | $1.61M | 0.03% | −1,388−11.4% | Reduced |
| NBC Securities, Inc. | 10,798 | $1.61M | 0.15% | −119−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,786 | $1.61M | 0.23% | −76−0.7% | Reduced |
| Balyasny Asset Management LLC | 10,753 | $1.60M | 0.00% | −45,432−80.9% | Reduced |
| XTX Topco Ltd | 10,712 | $1.60M | 0.14% | +10,712 | New |
| University of Texas/Texas Am Investment Managment Co | 10,706 | $1.60M | 0.31% | −15,199−58.7% | Reduced |
| Signature Wealth Management Group | 10,699 | $1.59M | 0.70% | +450+4.4% | Added |
| Global Retirement Partners, LLC | 10,617 | $1.58M | 0.05% | +696+7.0% | Added |
| Jacobi Capital Management LLC | 10,582 | $1.58M | 0.14% | +177+1.7% | Added |
| Scotia Capital Inc. | 10,559 | $1.57M | 0.01% | −2,281−17.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,453 | $1.56M | 0.06% | −1,121−9.7% | Reduced |
| Redwood Investment Management, LLC | 9,937 | $1.55M | 0.13% | −26−0.3% | Reduced |
| Oppenheimer & Co Inc | 10,395 | $1.55M | 0.02% | +4,594+79.2% | Added |
| Carrera Capital Advisors | 10,321 | $1.54M | 0.50% | +10,321 | New |
| Delphi Management Inc | 10,271 | $1.53M | 1.25% | −812−7.3% | Reduced |
| Embree Financial Group | 10,250 | $1.53M | 0.29% | −20−0.2% | Reduced |
| Pitcairn Co | 10,224 | $1.52M | 0.09% | +393+4.0% | Added |
| Dorchester Wealth Management Co | 10,222 | $1.52M | 0.29% | +185+1.8% | Added |
| DoubleLine ETF Adviser LP | 10,087 | $1.50M | 0.40% | −366−3.5% | Reduced |
| Palouse Capital Management, Inc. | 10,043 | $1.50M | 1.00% | −198−1.9% | Reduced |
| Harbour Investments, Inc. | 9,989 | $1.49M | 0.05% | +115+1.2% | Added |
| ICW Investment Advisors LLC | 9,964 | $1.49M | 0.67% | −212−2.1% | Reduced |
| Independent Advisor Alliance | 9,941 | $1.48M | 0.05% | +1,591+19.1% | Added |
| Unique Wealth, LLC | 9,875 | $1.47M | 0.39% | +2,219+29.0% | Added |
| Johnson Investment Counsel Inc | 9,820 | $1.46M | 0.02% | −107−1.1% | Reduced |
| Manchester Capital Management LLC | 9,782 | $1.46M | 0.18% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,750 | $1.45M | 0.30% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,744 | $1.45M | 0.03% | +1,814+22.9% | Added |
| Focus Financial Network, Inc. | 9,079 | $1.43M | 0.06% | +914+11.2% | Added |
| Smithfield Trust Co | 9,623 | $1.43M | 0.07% | −100−1.0% | Reduced |
| Ifrah Financial Services, Inc. | 9,539 | $1.42M | 0.40% | −941−9.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.40M | 0.44% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,364 | $1.40M | 0.03% | −1,297−12.2% | Reduced |
| Lionsbridge Wealth Management LLC | 9,295 | $1.39M | 1.11% | −48−0.5% | Reduced |
| First Interstate Bank | 9,280 | $1.38M | 0.09% | −77−0.8% | Reduced |
| Level Four Advisory Services, LLC | 9,261 | $1.38M | 0.06% | +2,752+42.3% | Added |
| Moody National Bank Trust Division | 9,192 | $1.37M | 0.11% | −20.0% | Reduced |
| Seven Eight Capital, LP | 9,183 | $1.37M | 0.14% | +9,183 | New |
| Green Harvest Asset Management LLC | 9,061 | $1.35M | 0.03% | +371+4.3% | Added |
| Bayesian Capital Management, LP | 9,000 | $1.34M | 0.15% | +9,000 | New |
| Callahan Advisors, LLC | 8,985 | $1.34M | 0.14% | −500−5.3% | Reduced |
| HighPoint Advisor Group LLC | 8,203 | $1.34M | 0.08% | +110+1.4% | Added |
| Equitable Holdings, Inc. | 8,875 | $1.32M | 0.01% | +1,371+18.3% | Added |
| Arcataur Capital Management LLC | 8,854 | $1.32M | 0.47% | −30−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,854 | $1.32M | 0.04% | +336+3.9% | Added |
| Lindbrook Capital, LLC | 8,846 | $1.32M | 0.12% | +3,010+51.6% | Added |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.31M | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,822 | $1.31M | 0.74% | −40.0% | Reduced |
| Profund Advisors LLC | 8,813 | $1.31M | 0.05% | −422−4.6% | Reduced |
| Key Financial Inc | 8,812 | $1.31M | 0.31% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 8,767 | $1.31M | 0.09% | +445+5.3% | Added |
| Archford Capital Strategies, LLC | 8,736 | $1.30M | 0.21% | +154+1.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,705 | $1.30M | 0.01% | +1,893+27.8% | Added |
| Freestone Capital Holdings, LLC | 8,704 | $1.30M | 0.05% | −26−0.3% | Reduced |
| Empowered Funds, LLC | 8,702 | $1.30M | 0.02% | +1,074+14.1% | Added |
| Horizon Investments, LLC | 8,701 | $1.30M | 0.04% | −687−7.3% | Reduced |
| Flputnam Investment Management Co | 8,484 | $1.26M | 0.02% | +8,484 | New |
| Lebenthal Global Advisors, LLC | 8,459 | $1.26M | 0.28% | −214−2.5% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $1.26M | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,397 | $1.25M | 0.40% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,383 | $1.25M | 0.02% | +284+3.5% | Added |
| Lederer & Associates Investment Counsel | 8,372 | $1.25M | 0.90% | −400−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 8,263 | $1.23M | 0.12% | +144+1.8% | Added |
| Semmax Financial Advisors Inc. | 7,547 | $1.23M | 0.37% | +945+14.3% | Added |
| Integral Investment Advisors, Inc. | 8,200 | $1.22M | 0.45% | +1,685+25.9% | Added |
| Fox Run Management, L.L.C. | 8,096 | $1.21M | 0.23% | +5,226+182.1% | Added |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.20M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8,047 | $1.20M | 0.01% | −548−6.4% | Reduced |
| Grimes & Company, Inc. | 8,012 | $1.19M | 0.04% | +99+1.3% | Added |
| AlTi Global, Inc. | 8,005 | $1.19M | 0.03% | +6,751+538.4% | Added |
| Synergy Financial Management, LLC | 7,980 | $1.19M | 0.19% | +1,558+24.3% | Added |
| Dean Investment Associates, LLC | 7,969 | $1.19M | 0.17% | −575−6.7% | Reduced |
| Ballentine Partners, LLC | 7,961 | $1.19M | 0.02% | +799+11.2% | Added |
| Miracle Mile Advisors, LLC | 7,918 | $1.18M | 0.03% | +365+4.8% | Added |
| Washington Trust Co | 7,895 | $1.18M | 0.04% | −948−10.7% | Reduced |