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Livermore
ZHEN

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, Q3 2024

Institutional positions in Fiserv Inc as of Sep 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
1,727
+81 vs. Q2 2024
Shares held
513.1M
+33.8M (+7.1%) vs. Q2 2024
Total value
$92.3B
+$20.8B (+29.2%) vs. Q2 2024
New holders
172
589 more added
Sold out
91
697 more reduced

23 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,727 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ3 2024: $92.3B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2024.

Institutions holding FISV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC1,322$00.00%−102−7.2%Reduced
First Personal Financial Services1$1800.00%+1New
WestEnd Advisors, LLC4$7190.00%+1+33.3%Added
Peterson Financial Group, Inc.4$7190.00%+4New
Chesapeake Asset Management LLC5$8980.00%+5New
Picton Mahoney Asset Management6$1.00K0.00%+6New
Rosenberg Matthew Hamilton6$1.08K0.00%00.0%Unchanged
First Command Advisory Services, Inc.6$1.08K0.00%+6New
1620 Investment Advisors, Inc.8$1.47K0.00%+8New
Hallmark Capital Management Inc10$1.80K0.00%−275−96.5%Reduced
Caldwell Sutter Capital, Inc.10$1.80K0.00%00.0%Unchanged
Global Financial Private Client, LLC10$1.80K0.00%00.0%Unchanged
NVWM, LLC12$2.16K0.00%+5+71.4%Added
POM Investment Strategies, LLC13$2.33K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$2.33K0.00%+9+225.0%Added
JDM Financial Group LLC13$2.33K0.00%+13New
Voisard Asset Management Group, Inc.14$2.52K0.00%+14New
Glen Eagle Advisors, LLC16$2.87K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$3.05K0.00%00.0%Unchanged
New Millennium Group LLC21$3.77K0.00%00.0%Unchanged
Ridgewood Investments LLC23$4.04K0.00%−55−70.5%Reduced
Riggs Asset Managment Co. Inc.23$4.13K0.00%−5−17.9%Reduced
FSA Wealth Management LLC23$4.13K0.00%+23New
Carolinas Wealth Consulting LLC24$4.31K0.00%+11+84.6%Added
Westend Capital Management, LLC25$4.49K0.00%00.0%Unchanged
Breakwater Investment Management25$4.49K0.00%−55−68.8%Reduced
TFC Financial Management25$4.49K0.00%00.0%Unchanged
TD Capital Management LLC26$4.67K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC28$5.03K0.00%00.0%Unchanged
Cornerstone Planning Group LLC26$5.22K0.00%+5+23.8%Added
Claris Advisors, LLC30$5.39K0.00%+30New
Hoey Investments, Inc37$5.51K0.00%00.0%Unchanged
Mattson Financial Services, LLC40$5.96K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$6.29K0.00%00.0%Unchanged
Bogart Wealth, LLC38$6.83K0.00%−4−9.5%Reduced
DiNuzzo Private Wealth, Inc.38$6.83K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC38$6.83K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$7.19K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC42$7.54K0.00%+42New
Valued Wealth Advisors LLC44$7.91K0.01%+10+29.4%Added
Sunbelt Securities, Inc.44$7.91K0.00%+15+51.7%Added
Reston Wealth Management LLC47$8.44K0.00%+47New
Salomon & Ludwin, LLC49$8.80K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$8.98K0.00%00.0%Unchanged
Richardson Financial Services Inc.63$9.39K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC55$9.88K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC59$10.0K0.00%+28+90.3%Added
Avion Wealth66$11.0K0.00%+9+15.8%Added
Raffa Wealth Management, LLC63$11.3K0.00%00.0%Unchanged
REAP Financial Group, LLC65$11.6K0.00%00.0%Unchanged
Red Tortoise LLC67$12.0K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc65$12.2K0.01%+65New
Arlington Trust Co LLC73$13.1K0.00%00.0%Unchanged
GoalVest Advisory LLC79$14.2K0.00%+79New
Capital Performance Advisors LLP79$14.3K0.00%+79New
Tortoise Investment Management, LLC80$14.4K0.00%00.0%Unchanged
Asset Dedication, LLC84$15.1K0.00%−2−2.3%Reduced
Coastline Trust Co84$15.1K0.00%+84New
Northwest Financial Advisors88$15.8K0.01%+88New
Delta Asset Management LLC90$16.2K0.00%00.0%Unchanged
PFS Partners, LLC90$16.2K0.01%00.0%Unchanged
Barrett & Company, Inc.90$16.2K0.01%+90New
Morse Asset Management, Inc90$16.2K0.00%+90New
Pineridge Advisors LLC98$17.6K0.01%00.0%Unchanged
Godsey & Gibb Associates100$18.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners100$18.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC100$18.0K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC100$18.0K0.03%+100New
New Age Alpha Advisors, LLC104$18.7K0.01%+104New
Aspect Partners, LLC105$18.9K0.01%+12+12.9%Added
Farmers & Merchants Trust Co of Chambersburg PA103$19.0K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$19.8K0.00%00.0%Unchanged
Grove Bank & Trust116$20.8K0.00%−18−13.4%Reduced
West Branch Capital LLC120$21.6K0.01%00.0%Unchanged
Altshuler Shaham Ltd123$22.1K0.00%−16−11.5%Reduced
Pacific Capital Wealth Advisors, Inc127$22.8K0.00%+8+6.7%Added
TSFG, LLC126$23.0K0.01%00.0%Unchanged
Lummis Asset Management, LP129$23.2K0.03%00.0%Unchanged
Dunhill Financial, LLC131$23.4K0.01%+68+107.9%Added
Chilton Capital Management LLC134$24.1K0.00%+134New
Quarry LP135$24.3K0.01%−11−7.5%Reduced
CNB Bank137$24.6K0.01%00.0%Unchanged
Abound Wealth Management137$24.7K0.01%+17+14.2%Added
Hanson & Doremus Investment Management140$25.0K0.00%00.0%Unchanged
MCF Advisors LLC144$25.9K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.143$26.0K0.00%−805−84.9%Reduced
Boyd Watterson Asset Management LLC149$26.8K0.01%00.0%Unchanged
Sachetta, LLC154$27.7K0.01%+11+7.7%Added
Painted Porch Advisors LLC167$30.0K0.02%00.0%Unchanged
Clean Yield Group170$30.5K0.01%+138+431.3%Added
Gables Capital Management Inc.171$30.7K0.02%+171New
Main Street Group, LTD181$32.5K0.01%+63+53.4%Added
Prestige Wealth Management Group LLC182$32.7K0.01%−1,505−89.2%Reduced
Meeder Asset Management Inc183$32.9K0.00%−1,105−85.8%Reduced
Ancora Advisors, LLC183$32.9K0.00%+4+2.2%Added
Wiser Advisor Group LLC190$34.1K0.05%00.0%Unchanged
Cedar Mountain Advisors, LLC191$34.3K0.01%+57+42.5%Added
Sittner & Nelson, LLC192$34.5K0.02%00.0%Unchanged
ZRC Wealth Management, LLC200$35.9K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC200$35.9K0.00%00.0%Unchanged