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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cadinha & Co LLC | 10,107 | $1.82M | 0.31% | −58,091−85.2% | Reduced |
| Moloney Securities Asset Management, LLC | 10,178 | $1.83M | 0.25% | −608−5.6% | Reduced |
| Bray Capital Advisors | 10,238 | $1.84M | 0.45% | −660−6.1% | Reduced |
| Boston Partners | 10,321 | $1.85M | 0.00% | −656−6.0% | Reduced |
| Level Four Advisory Services, LLC | 9,461 | $1.87M | 0.08% | +200+2.2% | Added |
| Central Pacific Bank - Trust Division | 10,533 | $1.89M | 0.24% | −676−6.0% | Reduced |
| Legacy Advisors, LLC | 10,554 | $1.90M | 0.21% | +3,819+56.7% | Added |
| Alps Advisors Inc | 10,605 | $1.91M | 0.01% | −2,362−18.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,648 | $1.91M | 0.51% | −2,492−19.0% | Reduced |
| Secure Asset Management, LLC | 10,697 | $1.92M | 0.32% | −896−7.7% | Reduced |
| Allianz SE | 10,703 | $1.92M | 0.05% | +9,003+529.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,746 | $1.93M | 0.07% | −190−1.7% | Reduced |
| AdvisorNet Financial, Inc | 10,796 | $1.94M | 0.14% | −282−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 10,810 | $1.94M | 0.08% | −14,860−57.9% | Reduced |
| Qtron Investments LLC | 10,828 | $1.95M | 0.27% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10,834 | $1.95M | 0.36% | 00.0% | Unchanged |
| LGT Group Foundation | 10,772 | $1.97M | 0.03% | +10,772 | New |
| AE Wealth Management LLC | 10,980 | $1.97M | 0.02% | −5,156−32.0% | Reduced |
| Bokf, NA | 10,800 | $1.98M | 0.04% | −16−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 11,056 | $1.99M | 0.21% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,060 | $1.99M | 0.15% | +478+4.5% | Added |
| Signature Wealth Management Group | 11,064 | $1.99M | 0.80% | +365+3.4% | Added |
| Global Retirement Partners, LLC | 11,112 | $2.00M | 0.06% | +495+4.7% | Added |
| Chilton Investment Co LLC | 11,175 | $2.01M | 0.05% | −200−1.8% | Reduced |
| Central Valley Advisors, LLC | 11,267 | $2.02M | 1.14% | +129+1.2% | Added |
| Abundance Wealth Counselors | 11,311 | $2.03M | 0.42% | +11,311 | New |
| Nomura Holdings Inc | 11,342 | $2.04M | 0.02% | −5,863−34.1% | Reduced |
| NBC Securities, Inc. | 11,347 | $2.04M | 0.17% | +549+5.1% | Added |
| Vestcor Inc | 11,357 | $2.04M | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 11,622 | $2.09M | 0.03% | +11,479+8,027.3% | Added |
| Harvey Capital Management Inc | 11,670 | $2.10M | 0.52% | −100−0.8% | Reduced |
| Benchmark Investment Advisors LLC | 11,680 | $2.10M | 1.50% | +104+0.9% | Added |
| Liontrust Investment Partners LLP | 14,109 | $2.10M | 0.03% | 00.0% | Unchanged |
| Unique Wealth, LLC | 11,715 | $2.10M | 0.48% | +1,840+18.6% | Added |
| V-Square Quantitative Management LLC | 11,813 | $2.12M | 0.31% | +249+2.2% | Added |
| Twin Capital Management Inc | 11,852 | $2.13M | 0.24% | −5,377−31.2% | Reduced |
| Lindbrook Capital, LLC | 11,909 | $2.14M | 0.19% | +3,063+34.6% | Added |
| Mill Creek Capital Advisors, LLC | 11,914 | $2.14M | 0.05% | −1,500−11.2% | Reduced |
| Barbara Oil Co. | 12,000 | $2.16M | 0.88% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,002 | $2.16M | 0.29% | +516+4.5% | Added |
| Greenleaf Trust | 12,065 | $2.17M | 0.02% | −60.0% | Reduced |
| Kovack Advisors, Inc. | 12,067 | $2.17M | 0.23% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,190 | $2.17M | 0.06% | +9,025+285.2% | Added |
| Midwest Professional Planners, LTD. | 12,121 | $2.18M | 0.67% | +385+3.3% | Added |
| Carrera Capital Advisors | 12,130 | $2.18M | 0.53% | +1,809+17.5% | Added |
| Jackson Hole Capital Partners, LLC | 12,237 | $2.20M | 0.46% | +419+3.5% | Added |
| Private Capital Advisors, Inc. | 12,250 | $2.20M | 0.24% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 12,252 | $2.20M | 0.22% | −2,750−18.3% | Reduced |
| Pinnacle Associates Ltd | 16,668 | $2.21M | 0.04% | −242−1.4% | Reduced |
| Arvest Investments, Inc. | 12,342 | $2.22M | 0.33% | −3,529−22.2% | Reduced |
| Concurrent Investment Advisors, LLC | 12,342 | $2.22M | 0.07% | +1,105+9.8% | Added |
| EP Wealth Advisors, LLC | 12,373 | $2.22M | 0.02% | +97+0.8% | Added |
| Sawyer & Company, Inc | 12,388 | $2.23M | 0.82% | +244+2.0% | Added |
| Magellan Asset Management Ltd | 12,396 | $2.23M | 0.02% | −4,779−27.8% | Reduced |
| HighPoint Advisor Group LLC | 11,051 | $2.23M | 0.13% | +2,848+34.7% | Added |
| Main Street Financial Solutions, LLC | 12,536 | $2.25M | 0.21% | −216−1.7% | Reduced |
| Summit Trail Advisors, LLC | 12,538 | $2.25M | 0.06% | +95+0.8% | Added |
| Covey Capital Advisors, LLC | 12,577 | $2.26M | 2.50% | −430−3.3% | Reduced |
| Signaturefd, LLC | 12,604 | $2.26M | 0.04% | −1,199−8.7% | Reduced |
| Dakota Wealth Management | 12,614 | $2.27M | 0.05% | −465−3.6% | Reduced |
| Sabal Trust CO | 12,638 | $2.27M | 0.12% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.29M | 0.09% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 12,785 | $2.30M | 0.09% | +306+2.5% | Added |
| Citizens Financial Group Inc | 12,824 | $2.30M | 0.05% | +222+1.8% | Added |
| Burke & Herbert Bank & Trust Co | 12,850 | $2.31M | 0.54% | −85−0.7% | Reduced |
| XTX Topco Ltd | 12,869 | $2.31M | 0.17% | +2,157+20.1% | Added |
| Annex Advisory Services, LLC | 12,872 | $2.31M | 0.07% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 12,929 | $2.32M | 1.01% | −676−5.0% | Reduced |
| Tiaa Trust, National Association | 12,973 | $2.33M | 0.01% | +1,407+12.2% | Added |
| Scotia Capital Inc. | 13,068 | $2.35M | 0.01% | +2,509+23.8% | Added |
| Howland Capital Management LLC | 13,294 | $2.39M | 0.10% | +136+1.0% | Added |
| Bamco Inc | 13,300 | $2.39M | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 13,378 | $2.40M | 0.22% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,517 | $2.43M | 0.02% | +1,552+13.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,537 | $2.43M | 0.89% | +67+0.5% | Added |
| United Services Automobile Association | 13,553 | $2.43M | 0.06% | −2,981−18.0% | Reduced |
| Passumpsic Savings Bank | 13,694 | $2.46M | 1.61% | −177−1.3% | Reduced |
| Trinity Financial Advisors LLC | 19,014 | $2.46M | 1.10% | −362−1.9% | Reduced |
| Thoroughbred Financial Services, LLC | 13,720 | $2.46M | 0.16% | −38−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 13,741 | $2.47M | 0.37% | +199+1.5% | Added |
| MTM Investment Management, LLC | 13,322 | $2.47M | 0.96% | +10+0.1% | Added |
| Fayez Sarofim & Co | 13,844 | $2.49M | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 13,853 | $2.49M | 0.06% | −5,357−27.9% | Reduced |
| City Holding Co | 13,877 | $2.49M | 0.35% | +1,667+13.7% | Added |
| Legato Capital Management LLC | 13,893 | $2.50M | 0.31% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,922 | $2.50M | 0.07% | −20,950−60.1% | Reduced |
| Paloma Partners Management Co | 14,000 | $2.52M | 0.13% | −8,361−37.4% | Reduced |
| CAPROCK Group, Inc. | 14,022 | $2.52M | 0.09% | −1,228−8.1% | Reduced |
| Harbor Investment Advisory, LLC | 14,124 | $2.54M | 0.25% | −391−2.7% | Reduced |
| Roundview Capital LLC | 14,210 | $2.55M | 0.18% | +788+5.9% | Added |
| Hel Ved Capital Management Ltd | 14,250 | $2.56M | 1.21% | +14,250 | New |
| Davenport & Co LLC | 14,282 | $2.57M | 0.02% | +202+1.4% | Added |
| We Are One Seven, LLC | 14,285 | $2.57M | 0.11% | +422+3.0% | Added |
| Harrell Investment Partners, LLC | 14,297 | $2.57M | 0.73% | +113+0.8% | Added |
| Asio Capital, LLC | 14,424 | $2.59M | 0.49% | +14,424 | New |
| Longbow Finance SA | 14,439 | $2.59M | 0.28% | +14,439 | New |
| GAMMA Investing LLC | 14,547 | $2.61M | 0.26% | +2,360+19.4% | Added |
| Umb Bank N A | 14,596 | $2.62M | 0.04% | +175+1.2% | Added |
| BDF-Gestion | 20,000 | $2.64M | 0.43% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,419 | $2.64M | 0.06% | +1,766+14.0% | Added |