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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 35,382 | $6.36M | 0.13% | +18,377+108.1% | Added |
| Anchor Investment Management, LLC | 35,463 | $6.37M | 0.60% | +497+1.4% | Added |
| Crossmark Global Holdings, Inc. | 35,764 | $6.42M | 0.11% | −7,283−16.9% | Reduced |
| MAI Capital Management | 35,792 | $6.43M | 0.06% | −1,064−2.9% | Reduced |
| Matrix Asset Advisors Inc | 35,971 | $6.46M | 0.72% | −1,137−3.1% | Reduced |
| Buckhead Capital Management LLC | 36,018 | $6.47M | 2.05% | −3,057−7.8% | Reduced |
| Gilman Hill Asset Management, LLC | 36,141 | $6.49M | 1.09% | +720+2.0% | Added |
| Capitolis Liquid Global Markets LLC | 36,150 | $6.49M | 0.07% | +36,150 | New |
| Hartford Investment Management Co | 36,355 | $6.53M | 0.22% | −1,186−3.2% | Reduced |
| Eley Financial Management, Inc | 36,550 | $6.57M | 2.64% | −837−2.2% | Reduced |
| Cox Capital Mgt LLC | 36,816 | $6.61M | 3.96% | −13,565−26.9% | Reduced |
| Carmel Capital Management L.L.C. | 37,240 | $6.69M | 2.51% | −305−0.8% | Reduced |
| HGK Asset Management Inc | 37,256 | $6.69M | 1.24% | −960−2.5% | Reduced |
| Mizuho Securities USA LLC | 37,333 | $6.71M | 0.14% | −7,780−17.2% | Reduced |
| Wealthfront Advisers LLC | 37,823 | $6.79M | 0.02% | +4,068+12.1% | Added |
| Graybill Bartz & Assoc Ltd | 38,441 | $6.91M | 2.56% | −652−1.7% | Reduced |
| Colony Group, LLC | 38,593 | $6.93M | 0.02% | −20,643−34.8% | Reduced |
| Selway Asset Management | 39,005 | $7.01M | 2.74% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 39,444 | $7.08M | 0.08% | +3,181+8.8% | Added |
| Tandem Investment Advisors, Inc. | 39,797 | $7.15M | 0.27% | −693−1.7% | Reduced |
| John G Ullman & Associates Inc | 39,835 | $7.16M | 1.03% | −3,216−7.5% | Reduced |
| Kentucky Retirement Systems | 40,108 | $7.21M | 0.21% | −3,983−9.0% | Reduced |
| Ironwood Investment Counsel, LLC | 40,189 | $7.22M | 1.20% | −126−0.3% | Reduced |
| Brookstone Capital Management | 40,306 | $7.24M | 0.11% | +5,927+17.2% | Added |
| CMH Wealth Management LLC | 40,374 | $7.25M | 1.71% | −976−2.4% | Reduced |
| TownSquare Capital, LLC | 40,399 | $7.26M | 0.09% | +2,219+5.8% | Added |
| Vontobel Holding Ltd. | 40,676 | $7.31M | 0.02% | +170+0.4% | Added |
| Notis-McConarty Edward | 40,702 | $7.31M | 3.31% | −5,116−11.2% | Reduced |
| Cloverfields Capital Group, LP | 40,938 | $7.35M | 2.38% | −3,507−7.9% | Reduced |
| Quantinno Capital Management LP | 40,972 | $7.36M | 0.10% | +6,722+19.6% | Added |
| Brinker Capital Investments, LLC | 41,073 | $7.38M | 0.07% | −4,935−10.7% | Reduced |
| Orion Portfolio Solutions, LLC | 41,073 | $7.38M | 0.07% | −4,935−10.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,154 | $7.39M | 0.64% | +1,293+3.2% | Added |
| TD Waterhouse Canada Inc. | 40,964 | $7.42M | 0.06% | +1,957+5.0% | Added |
| Assetmark, Inc | 41,436 | $7.44M | 0.02% | +8,923+27.4% | Added |
| Resources Management Corp | 42,138 | $7.57M | 1.02% | −425−1.0% | Reduced |
| Marshall & Sullivan Inc | 42,142 | $7.57M | 3.64% | −931−2.2% | Reduced |
| VeriStar Capital Management LP | 42,154 | $7.57M | 10.56% | −69,546−62.3% | Reduced |
| Baker Ellis Asset Management LLC | 42,830 | $7.69M | 1.09% | −240−0.6% | Reduced |
| Argent Financial Group, Inc. | 43,016 | $7.73M | 0.92% | +43,016 | New |
| Cresset Asset Management, LLC | 43,441 | $7.80M | 0.03% | +1,297+3.1% | Added |
| Weiss Asset Management LP | 43,508 | $7.82M | 0.20% | +30,024+222.7% | Added |
| RMB Capital Management, LLC | 44,030 | $7.91M | 0.18% | +763+1.8% | Added |
| HM Payson & Co | 44,076 | $7.92M | 0.14% | −2,851−6.1% | Reduced |
| Thompson Investment Management, Inc. | 44,365 | $7.97M | 1.14% | −244−0.5% | Reduced |
| AdvisorShares Investments LLC | 44,759 | $8.04M | 1.54% | +712+1.6% | Added |
| Ayrshire Capital Management LLC | 44,909 | $8.07M | 3.84% | −624−1.4% | Reduced |
| Man Group plc | 44,933 | $8.07M | 0.02% | +22,889+103.8% | Added |
| Howe & Rusling Inc | 45,113 | $8.10M | 0.70% | +1,561+3.6% | Added |
| Sora Investors LLC | 45,259 | $8.13M | 1.42% | +45,259 | New |
| Hills Bank & Trust Co | 45,810 | $8.23M | 0.62% | −1,996−4.2% | Reduced |
| M. Kraus & Co | 45,947 | $8.25M | 2.42% | −1,075−2.3% | Reduced |
| Delaney Dennis R | 46,176 | $8.30M | 4.28% | −1,535−3.2% | Reduced |
| Jacobs & Co | 46,264 | $8.31M | 0.83% | −2,480−5.1% | Reduced |
| Sendero Wealth Management, LLC | 46,322 | $8.32M | 1.31% | +1,858+4.2% | Added |
| Redmond Asset Management, LLC | 46,367 | $8.33M | 2.61% | −403−0.9% | Reduced |
| Cheviot Value Management, LLC | 46,489 | $8.35M | 1.58% | −6,386−12.1% | Reduced |
| Thomas Story & Son LLC | 46,800 | $8.41M | 3.43% | −150.0% | Reduced |
| Prudential PLC | 46,820 | $8.41M | 0.04% | −18,477−28.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 46,916 | $8.43M | 0.31% | −504−1.1% | Reduced |
| Marietta Investment Partners LLC | 47,213 | $8.48M | 1.80% | −316−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 47,334 | $8.50M | 1.16% | −2,782−5.6% | Reduced |
| Oarsman Capital, Inc. | 47,884 | $8.60M | 1.59% | −486−1.0% | Reduced |
| Core Alternative Capital | 48,102 | $8.64M | 1.67% | −6,955−12.6% | Reduced |
| Gulf International Bank (UK) Ltd | 48,144 | $8.65M | 0.22% | −2,658−5.2% | Reduced |
| Palmer Knight Co | 48,402 | $8.70M | 3.82% | −526−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,801 | $8.76M | 0.04% | +7,817+16.3% | Added |
| First National Trust Co | 48,924 | $8.79M | 0.34% | −519−1.0% | Reduced |
| AMJ Financial Wealth Management | 49,222 | $8.84M | 2.54% | +275+0.6% | Added |
| Intech Investment Management LLC | 49,229 | $8.84M | 0.10% | −5,170−9.5% | Reduced |
| Oregon Public Employees Retirement Fund | 49,276 | $8.85M | 0.17% | −980−2.0% | Reduced |
| Brooktree Capital Management | 49,340 | $8.86M | 7.20% | −345−0.7% | Reduced |
| Spire Wealth Management | 49,516 | $8.90M | 0.30% | −1,572−3.1% | Reduced |
| Wilkins Investment Counsel Inc | 49,753 | $8.94M | 1.24% | −1,252−2.5% | Reduced |
| Hantz Financial Services, Inc. | 49,769 | $8.94M | 0.16% | −2,558−4.9% | Reduced |
| Eagle Rock Investment Company, LLC | 50,200 | $9.02M | 1.51% | +9,702+24.0% | Added |
| Wellington Management Group LLP | 50,386 | $9.05M | 0.00% | +22,410+80.1% | Added |
| Two Point Capital Management, Inc. | 50,611 | $9.09M | 3.32% | +590+1.2% | Added |
| Sanctuary Advisors, LLC | 41,355 | $9.16M | 0.06% | −16,910−29.0% | Reduced |
| Smithbridge Asset Management Inc | 51,118 | $9.18M | 1.58% | −3,476−6.4% | Reduced |
| Verdence Capital Advisors LLC | 51,163 | $9.19M | 0.73% | +1,048+2.1% | Added |
| Atria Investments LLC | 51,326 | $9.22M | 0.11% | −8,219−13.8% | Reduced |
| Dnca Finance | 51,500 | $9.25M | 0.79% | +51,500 | New |
| JustInvest LLC | 52,015 | $9.34M | 0.15% | +8,923+20.7% | Added |
| Contravisory Investment Management, Inc. | 52,028 | $9.35M | 2.00% | −499−0.9% | Reduced |
| Liberty Capital Management, Inc. | 52,241 | $9.39M | 2.08% | +207+0.4% | Added |
| BTC Capital Management, Inc. | 52,598 | $9.45M | 0.84% | −3,286−5.9% | Reduced |
| Builder Investment Group Inc | 53,237 | $9.56M | 2.57% | 00.0% | Unchanged |
| Hound Partners, LLC | 53,419 | $9.60M | 2.40% | −47,784−47.2% | Reduced |
| Marks Group Wealth Management, Inc | 53,588 | $9.63M | 0.92% | −2,101−3.8% | Reduced |
| M&R Capital Management Inc | 53,608 | $9.63M | 2.12% | −640−1.2% | Reduced |
| Carderock Capital Management Inc | 53,717 | $9.65M | 2.28% | −39−0.1% | Reduced |
| River & Mercantile Asset Management LLP | 54,111 | $9.72M | 2.09% | −302−0.6% | Reduced |
| Middleton & Co Inc | 54,223 | $9.74M | 1.08% | −631−1.2% | Reduced |
| Soros Capital Management LLC | 54,797 | $9.84M | 2.37% | +22,884+71.7% | Added |
| Guggenheim Capital LLC | 54,920 | $9.87M | 0.07% | +930+1.7% | Added |
| Elo Mutual Pension Insurance Co | 55,608 | $9.99M | 0.21% | +1,434+2.6% | Added |
| Pensionmark Financial Group, LLC | 55,802 | $10.0M | 0.32% | +52,247+1,469.7% | Added |
| First Hawaiian Bank | 55,884 | $10.0M | 0.32% | −9,618−14.7% | Reduced |
| Legal Advantage Investments, Inc. | 55,887 | $10.0M | 5.52% | −400−0.7% | Reduced |