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 |
|---|---|---|---|---|---|
| Palumbo Wealth Management LLC | 14,761 | $2.65M | 1.03% | +321+2.2% | Added |
| Integrated Wealth Concepts LLC | 14,793 | $2.66M | 0.03% | −595−3.9% | Reduced |
| Wetherby Asset Management Inc | 14,804 | $2.66M | 0.12% | −148−1.0% | Reduced |
| Burney Co | 14,863 | $2.67M | 0.09% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 14,883 | $2.67M | 0.52% | −14,584−49.5% | Reduced |
| Meeder Advisory Services, Inc. | 14,890 | $2.68M | 0.17% | −173−1.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,367 | $2.69M | 0.64% | +40+0.3% | Added |
| Hamilton Capital Partners Inc. | 15,082 | $2.71M | 0.23% | +785+5.5% | Added |
| Kendall Capital Management | 15,148 | $2.72M | 0.84% | +270+1.8% | Added |
| Fiduciary Family Office, LLC | 15,259 | $2.74M | 0.90% | −590−3.7% | Reduced |
| Ostrum Asset Management | 15,432 | $2.77M | 0.23% | −254−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 15,448 | $2.77M | 0.12% | −1,691−9.9% | Reduced |
| Squarepoint Ops LLC | 15,500 | $2.78M | 0.01% | −356−2.2% | Reduced |
| Argyle Capital Management Inc. | 15,523 | $2.79M | 1.11% | −1,965−11.2% | Reduced |
| Aviso Financial Inc. | 15,565 | $2.80M | 0.14% | −266−1.7% | Reduced |
| Salvus Wealth Management, LLC | 15,591 | $2.80M | 1.72% | +15,591 | New |
| Park Avenue Securities LLC | 15,622 | $2.81M | 0.03% | −4,902−23.9% | Reduced |
| Fairbanks Capital Management, Inc. | 15,781 | $2.84M | 1.78% | +555+3.6% | Added |
| Portfolio Design Labs, LLC | 15,923 | $2.86M | 0.80% | −1,339−7.8% | Reduced |
| Barry Investment Advisors, LLC | 16,006 | $2.88M | 0.88% | −2,607−14.0% | Reduced |
| North Star Investment Management Corp. | 16,018 | $2.88M | 0.20% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 16,032 | $2.88M | 0.13% | +722+4.7% | Added |
| WESCAP Management Group, Inc. | 16,340 | $2.94M | 0.74% | −284−1.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,539 | $2.97M | 0.16% | +3,290+24.8% | Added |
| Maxwell Wealth Strategies Inc. | 15,009 | $3.05M | 1.30% | +2,869+23.6% | Added |
| Olstein Capital Management, L.P. | 17,000 | $3.05M | 0.52% | +4,000+30.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,046 | $3.06M | 0.21% | −1,826−9.7% | Reduced |
| First Horizon Advisors, Inc. | 17,089 | $3.07M | 0.09% | +645+3.9% | Added |
| Condor Capital Management | 17,132 | $3.08M | 0.28% | +12,601+278.1% | Added |
| Gabelli Funds LLC | 17,300 | $3.11M | 0.02% | −1,500−8.0% | Reduced |
| Bryn Mawr Trust Co | 17,314 | $3.11M | 0.06% | +13,314+332.9% | Added |
| Axxcess Wealth Management, LLC | 17,877 | $3.21M | 0.08% | −368−2.0% | Reduced |
| CHB Investment Group, LLC | 17,962 | $3.23M | 1.71% | +17,962 | New |
| Ellenbecker Investment Group | 17,992 | $3.23M | 0.61% | −2,140−10.6% | Reduced |
| LaFleur & Godfrey LLC | 18,041 | $3.24M | 0.45% | −1,420−7.3% | Reduced |
| Berger Financial Group, Inc | 18,107 | $3.25M | 0.23% | −233−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18,114 | $3.25M | 0.01% | +2,924+19.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,246 | $3.28M | 0.08% | −375−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 18,259 | $3.28M | 0.04% | −283−1.5% | Reduced |
| Hall Laurie J Trustee | 18,410 | $3.31M | 1.05% | −45−0.2% | Reduced |
| Robinson Value Management, Ltd. | 18,478 | $3.32M | 2.15% | −222−1.2% | Reduced |
| Bridges Investment Management Inc | 18,527 | $3.33M | 0.05% | +20+0.1% | Added |
| Eads & Heald Wealth Management | 18,569 | $3.34M | 1.58% | −1,531−7.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,752 | $3.37M | 0.30% | −425−2.2% | Reduced |
| Apollon Wealth Management, LLC | 18,806 | $3.38M | 0.10% | −1,480−7.3% | Reduced |
| Bleakley Financial Group, LLC | 18,928 | $3.40M | 0.10% | +529+2.9% | Added |
| Sumitomo Life Insurance Co | 19,062 | $3.42M | 0.07% | +2,911+18.0% | Added |
| Albert D Mason Inc | 19,192 | $3.45M | 2.21% | −1,074−5.3% | Reduced |
| Chartwell Investment Partners, LLC | 19,320 | $3.47M | 0.12% | −715−3.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,375 | $3.52M | 0.62% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 19,664 | $3.53M | 0.05% | +19,664 | New |
| Atlantic Edge Private Wealth Management, LLC | 19,710 | $3.54M | 1.08% | +115+0.6% | Added |
| Campbell Newman Asset Management Inc | 19,736 | $3.55M | 0.27% | −456−2.3% | Reduced |
| Everence Capital Management Inc | 19,746 | $3.55M | 0.22% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 19,869 | $3.57M | 1.52% | +211+1.1% | Added |
| Graphene Investments SAS | 19,900 | $3.58M | 2.29% | −2,600−11.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,940 | $3.58M | 0.30% | +993+5.2% | Added |
| Davidson Capital Management Inc. | 19,997 | $3.59M | 1.04% | −206−1.0% | Reduced |
| ClariVest Asset Management LLC | 24,107 | $3.59M | 0.37% | 00.0% | Unchanged |
| Altrafin AG | 20,000 | $3.59M | 1.29% | 00.0% | Unchanged |
| Greenland Capital Management LP | 20,035 | $3.60M | 0.65% | +8,330+71.2% | Added |
| KLCM Advisors, Inc. | 20,243 | $3.64M | 0.43% | +1,020+5.3% | Added |
| Siemens Fonds Invest GmbH | 20,322 | $3.65M | 0.29% | −139−0.7% | Reduced |
| Mission Wealth Management, LP | 20,323 | $3.65M | 0.09% | −213−1.0% | Reduced |
| Private Advisor Group, LLC | 20,521 | $3.69M | 0.02% | −300−1.4% | Reduced |
| AMG National Trust Bank | 20,652 | $3.71M | 0.10% | −2,026−8.9% | Reduced |
| Empirical Finance, LLC | 20,664 | $3.71M | 0.22% | +388+1.9% | Added |
| Hohimer Wealth Management, LLC | 20,752 | $3.73M | 0.80% | +18+0.1% | Added |
| Alpha Cubed Investments, LLC | 21,022 | $3.78M | 0.17% | −2,077−9.0% | Reduced |
| Prelude Capital Management, LLC | 21,077 | $3.79M | 0.29% | −261−1.2% | Reduced |
| Vident Advisory, LLC | 21,104 | $3.79M | 0.10% | +4,533+27.4% | Added |
| Wisconsin Capital Management LLC | 21,175 | $3.80M | 2.00% | +70+0.3% | Added |
| Raymond James Trust N.A. | 21,208 | $3.81M | 0.08% | +2,001+10.4% | Added |
| Baldwin Investment Management, LLC | 21,345 | $3.83M | 0.48% | −600−2.7% | Reduced |
| Plato Investment Management Ltd | 21,490 | $3.86M | 0.31% | +779+3.8% | Added |
| Cornerstone Advisors, LLC | 21,500 | $3.86M | 0.15% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 21,568 | $3.88M | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 21,607 | $3.88M | 0.62% | −3,672−14.5% | Reduced |
| Moors & Cabot, Inc. | 21,630 | $3.89M | 0.19% | −320−1.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,000 | $3.95M | 0.42% | +15,500+238.5% | Added |
| Birch Capital Management, LLC | 22,018 | $3.96M | 1.93% | +585+2.7% | Added |
| Robertson Stephens Wealth Management, LLC | 22,070 | $3.96M | 0.15% | −6,369−22.4% | Reduced |
| Agate Pass Investment Management, LLC | 22,152 | $3.98M | 1.99% | −1,172−5.0% | Reduced |
| Fulton Bank, N.A. | 22,185 | $3.99M | 0.15% | −1,690−7.1% | Reduced |
| Forge First Asset Management Inc. | 22,200 | $3.99M | 2.18% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 22,324 | $4.01M | 1.30% | +77+0.3% | Added |
| Anderson Hoagland & Co | 21,630 | $4.01M | 0.41% | 00.0% | Unchanged |
| First National Bank of Omaha | 22,331 | $4.01M | 0.26% | −7,519−25.2% | Reduced |
| VisionPoint Advisory Group, LLC | 22,339 | $4.01M | 1.35% | −5,031−18.4% | Reduced |
| Consolidated Planning Corp | 22,473 | $4.04M | 0.60% | +3,064+15.8% | Added |
| Peddock Capital Advisors, LLC | 22,537 | $4.05M | 0.97% | +122+0.5% | Added |
| Horizon Investment Services, LLC | 22,542 | $4.05M | 1.73% | +624+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,571 | $4.05M | 0.22% | +7,062+45.5% | Added |
| Metis Global Partners, LLC | 22,698 | $4.08M | 0.13% | +132+0.6% | Added |
| Advisory Services Network, LLC | 27,427 | $4.09M | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 22,766 | $4.09M | 0.54% | −555−2.4% | Reduced |
| GWM Advisors LLC | 23,132 | $4.16M | 0.03% | +1,949+9.2% | Added |
| Brown, Lisle/Cummings, Inc. | 23,150 | $4.16M | 1.26% | 00.0% | Unchanged |
| CWM, LLC | 23,222 | $4.17M | 0.02% | −2,152−8.5% | Reduced |
| Becker Capital Management Inc | 23,270 | $4.18M | 0.14% | +135+0.6% | Added |