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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 23,307 | $4.19M | 0.02% | −39,163−62.7% | Reduced |
| Norinchukin Bank, The | 23,316 | $4.19M | 0.10% | +2,784+13.6% | Added |
| BKD Wealth Advisors, LLC | 23,397 | $4.20M | 0.10% | −202−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 23,483 | $4.22M | 1.44% | −376−1.6% | Reduced |
| Blume Capital Management, Inc. | 23,507 | $4.22M | 0.95% | −562−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 23,526 | $4.23M | 0.03% | +1,462+6.6% | Added |
| Capital Analysts, LLC | 23,580 | $4.24M | 0.17% | +1,590+7.2% | Added |
| Omers Administration Corp | 23,631 | $4.25M | 0.04% | +2,800+13.4% | Added |
| Public Sector Pension Investment Board | 23,839 | $4.28M | 0.02% | +2,100+9.7% | Added |
| Simplex Trading, LLC | 23,865 | $4.29M | 0.14% | +22,442+1,577.1% | Added |
| E. Ohman J:or Asset Management AB | 23,950 | $4.30M | 0.11% | −1,650−6.4% | Reduced |
| Veriti Management LLC | 24,022 | $4.32M | 0.23% | +3,127+15.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 24,136 | $4.34M | 0.20% | −8,278−25.5% | Reduced |
| JB Capital LLC | 24,323 | $4.37M | 0.25% | +356+1.5% | Added |
| Silphium Asset Management Ltd | 24,513 | $4.40M | 1.59% | +5,625+29.8% | Added |
| First Financial Bank - Trust Division | 24,709 | $4.44M | 0.41% | +269+1.1% | Added |
| Vinva Investment Management Ltd | 24,896 | $4.44M | 0.19% | +566+2.3% | Added |
| Marex Group plc | 24,751 | $4.45M | 0.10% | +5,862+31.0% | Added |
| Van Eck Associates Corp | 22,105 | $4.47M | 0.01% | −875−3.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,903 | $4.47M | 0.01% | +24,902+2,490,200.0% | Added |
| Jag Capital Management, LLC | 24,924 | $4.48M | 0.54% | +462+1.9% | Added |
| BancorpSouth Bank | 25,141 | $4.52M | 0.31% | −84−0.3% | Reduced |
| Investment Management Corp of Ontario | 25,443 | $4.57M | 0.10% | +6,300+32.9% | Added |
| National Bank of Canada | 25,529 | $4.59M | 0.01% | −1,833−6.7% | Reduced |
| Keeler Thomas Management LLC | 25,672 | $4.61M | 1.46% | +561+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 25,731 | $4.62M | 0.04% | +6,620+34.6% | Added |
| Principal Securities, Inc. | 25,752 | $4.63M | 0.11% | +1,592+6.6% | Added |
| Harber Asset Management LLC | 25,945 | $4.66M | 1.39% | −9,575−27.0% | Reduced |
| Chiron Investment Management, LLC | 26,213 | $4.71M | 1.66% | +26,213 | New |
| Ascent Group, LLC | 26,236 | $4.71M | 0.36% | −148−0.6% | Reduced |
| Robbins Farley LLC | 26,279 | $4.72M | 2.38% | −2,235−7.8% | Reduced |
| Meridian Wealth Advisors, LLC | 26,360 | $4.74M | 0.79% | +585+2.3% | Added |
| Ami Investment Management Inc | 26,554 | $4.77M | 1.61% | −2,034−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 26,601 | $4.78M | 0.07% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 26,663 | $4.79M | 0.36% | +178+0.7% | Added |
| Resources Investment Advisors, LLC. | 26,724 | $4.80M | 0.05% | −2,142−7.4% | Reduced |
| Nemes Rush Group LLC | 30,430 | $4.86M | 0.71% | −1,401−4.4% | Reduced |
| Graypoint LLC | 27,077 | $4.86M | 0.31% | +478+1.8% | Added |
| Prana Capital Management, LP | 27,144 | $4.88M | 0.22% | −110,284−80.2% | Reduced |
| Ashton Thomas Securities, LLC | 27,259 | $4.90M | 0.95% | +2,186+8.7% | Added |
| Clayton Partners LLC | 27,553 | $4.95M | 3.57% | −233−0.8% | Reduced |
| Capital City Trust Co | 27,582 | $4.96M | 1.23% | +636+2.4% | Added |
| NEOS Investment Management LLC | 27,583 | $4.96M | 0.15% | +5,684+26.0% | Added |
| Keel Point, LLC | 27,660 | $4.97M | 0.41% | −1,212−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,698 | $4.98M | 0.07% | −2,034−6.8% | Reduced |
| Fiduciary Trust Co | 27,709 | $4.98M | 0.07% | −136−0.5% | Reduced |
| Winton Group Ltd | 27,764 | $4.99M | 0.35% | +27,764 | New |
| South State Corp. | 27,856 | $5.00M | 0.34% | −60−0.2% | Reduced |
| Elevatus Welath Management | 27,887 | $5.01M | 1.64% | +16,097+136.5% | Added |
| HB Wealth Management, LLC | 27,897 | $5.01M | 0.05% | +831+3.1% | Added |
| Horan Capital Advisors, LLC. | 27,966 | $5.02M | 1.67% | −497−1.7% | Reduced |
| EagleClaw Capital Managment, LLC | 28,085 | $5.05M | 0.84% | 00.0% | Unchanged |
| Dempze Nancy E | 28,126 | $5.05M | 2.82% | +42+0.1% | Added |
| Geneva Partners, LLC | 28,181 | $5.06M | 2.19% | +5,460+24.0% | Added |
| Taylor Financial Group, Inc. | 28,242 | $5.07M | 3.51% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 28,254 | $5.08M | 0.02% | −336−1.2% | Reduced |
| Timber Creek Capital Management LLC | 28,294 | $5.08M | 1.42% | +4,350+18.2% | Added |
| New Mexico Educational Retirement Board | 28,616 | $5.14M | 0.17% | −1,600−5.3% | Reduced |
| Stephens Inc | 29,111 | $5.23M | 0.07% | −540−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 29,492 | $5.30M | 0.04% | +100.0% | Added |
| Otter Creek Advisors, LLC | 29,627 | $5.32M | 3.38% | −1,200−3.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,798 | $5.35M | 0.21% | −28−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,045 | $5.40M | 0.05% | +1,465+5.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 30,045 | $5.40M | 0.05% | +30,045 | New |
| Monarch Capital Management Inc | 30,260 | $5.44M | 1.46% | −159−0.5% | Reduced |
| Moore Capital Management, LP | 30,272 | $5.44M | 0.16% | +30,272 | New |
| NewSquare Capital LLC | 30,921 | $5.55M | 0.44% | +30,921 | New |
| Glenview Trust Co | 31,042 | $5.58M | 0.11% | −135−0.4% | Reduced |
| Captrust Financial Advisors | 31,393 | $5.64M | 0.02% | −19,941−38.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $5.67M | 0.82% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,785 | $5.71M | 0.07% | −637−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,795 | $5.71M | 0.14% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 31,842 | $5.72M | 0.17% | −1,801−5.4% | Reduced |
| Stone Run Capital, LLC | 31,925 | $5.74M | 2.14% | −4,025−11.2% | Reduced |
| Walleye Capital LLC | 31,966 | $5.74M | 0.06% | −96,318−75.1% | Reduced |
| Bull Street Advisors, LLC | 32,160 | $5.78M | 2.68% | −150−0.5% | Reduced |
| Savant Capital, LLC | 32,271 | $5.80M | 0.05% | +14,358+80.2% | Added |
| NorthCrest Asset Manangement, LLC | 32,304 | $5.80M | 0.18% | −1,137−3.4% | Reduced |
| Louisiana State Employees Retirement System | 32,400 | $5.82M | 0.11% | −700−2.1% | Reduced |
| Rakuten Investment Management, Inc. | 32,794 | $5.85M | 0.03% | +7,808+31.2% | Added |
| SpiderRock Advisors, LLC | 32,631 | $5.86M | 0.13% | +18,305+127.8% | Added |
| Bey-Douglas LLC | 32,643 | $5.86M | 5.15% | −132−0.4% | Reduced |
| Buffington Mohr McNeal | 32,857 | $5.90M | 0.97% | −311−0.9% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $5.93M | 1.04% | 00.0% | Unchanged |
| Argent Trust Co | 32,998 | $5.93M | 0.25% | +312+1.0% | Added |
| Meridian Management Co | 33,111 | $5.95M | 1.51% | +2,590+8.5% | Added |
| Maryland State Retirement & Pension System | 33,154 | $5.96M | 0.13% | −12,243−27.0% | Reduced |
| BSN Capital Partners Ltd | 38,163 | $6.00M | 1.18% | +38,163 | New |
| SFE Investment Counsel | 33,489 | $6.02M | 1.25% | +152+0.5% | Added |
| Nilsine Partners, LLC | 33,657 | $6.05M | 0.78% | −382−1.1% | Reduced |
| Snowden Capital Advisors LLC | 33,972 | $6.10M | 0.18% | +136+0.4% | Added |
| Toroso Investments, LLC | 34,032 | $6.11M | 0.07% | +3,236+10.5% | Added |
| First Western Trust Bank | 34,099 | $6.13M | 0.28% | −3,034−8.2% | Reduced |
| Nicollet Investment Management, Inc. | 34,298 | $6.16M | 2.13% | +19+0.1% | Added |
| DF Dent & Co Inc | 34,745 | $6.24M | 0.08% | −612−1.7% | Reduced |
| Baxter Bros Inc | 34,818 | $6.26M | 0.81% | −3,108−8.2% | Reduced |
| Geneos Wealth Management Inc. | 34,835 | $6.26M | 0.24% | −1,323−3.7% | Reduced |
| D L Carlson Investment Group Inc | 35,130 | $6.31M | 1.14% | −226−0.6% | Reduced |
| Compass Wealth Management LLC | 35,184 | $6.32M | 1.49% | −650−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 35,354 | $6.35M | 0.34% | −1,544−4.2% | Reduced |