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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 56,332 | $10.1M | 0.02% | −5,482−8.9% | Reduced |
| Hudson Bay Capital Management LP | 56,408 | $10.1M | 0.07% | +10,472+22.8% | Added |
| Shell Asset Management Co | 56,415 | $10.1M | 0.45% | +56,415 | New |
| CX Institutional | 56,440 | $10.1M | 0.45% | +7,943+16.4% | Added |
| Tocqueville Asset Management L.P. | 56,554 | $10.2M | 0.16% | −1,873−3.2% | Reduced |
| Cozad Asset Management Inc | 56,812 | $10.2M | 0.98% | −150−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 57,874 | $10.4M | 0.15% | −8,198−12.4% | Reduced |
| Advisors Asset Management, Inc. | 58,886 | $10.6M | 0.19% | +2,373+4.2% | Added |
| ProVise Management Group, LLC | 59,217 | $10.6M | 0.84% | +194+0.3% | Added |
| Oppenheimer Asset Management Inc. | 59,347 | $10.7M | 0.13% | −30,960−34.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.8M | 0.12% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,091 | $10.8M | 0.03% | −8,770−12.7% | Reduced |
| Chesley Taft & Associates LLC | 60,303 | $10.8M | 0.52% | −1,084−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 60,349 | $10.8M | 0.66% | −618−1.0% | Reduced |
| Papp L Roy & Associates | 60,558 | $10.9M | 1.32% | +400+0.7% | Added |
| Live Oak Private Wealth LLC | 61,788 | $11.1M | 1.80% | −404−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 61,886 | $11.1M | 0.12% | +48,270+354.5% | Added |
| Diversified Trust Co | 61,972 | $11.1M | 0.28% | +1,642+2.7% | Added |
| M&G Plc | 62,552 | $11.3M | 0.06% | −5,521−8.1% | Reduced |
| Webster Bank, N. A. | 63,679 | $11.4M | 1.22% | −3,212−4.8% | Reduced |
| Natixis | 63,897 | $11.5M | 0.07% | −82,888−56.5% | Reduced |
| Lido Advisors, LLC | 64,561 | $11.6M | 0.09% | +51,473+393.3% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $11.6M | 4.48% | 00.0% | Unchanged |
| Clark Estates Inc | 65,300 | $11.7M | 2.18% | −35,000−34.9% | Reduced |
| iA Global Asset Management Inc. | 66,708 | $12.0M | 0.21% | +61,806+1,260.8% | Added |
| O'Shaughnessy Asset Management, LLC | 62,183 | $12.0M | 0.11% | +3,987+6.9% | Added |
| Bahl & Gaynor Inc | 67,051 | $12.0M | 0.06% | −880−1.3% | Reduced |
| Headinvest, LLC | 67,397 | $12.1M | 2.24% | −1,480−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 67,546 | $12.1M | 0.24% | +415+0.6% | Added |
| Walleye Trading LLC | 68,308 | $12.3M | 0.29% | +25,798+60.7% | Added |
| Panagora Asset Management Inc | 68,401 | $12.3M | 0.06% | −90.0% | Reduced |
| Legacy Private Trust Co. | 68,409 | $12.3M | 0.83% | −3,387−4.7% | Reduced |
| HighTower Advisors, LLC | 68,558 | $12.3M | 0.02% | −581−0.8% | Reduced |
| Pacer Advisors, Inc. | 68,721 | $12.3M | 0.03% | +6,266+10.0% | Added |
| Dillon & Associates Inc | 69,409 | $12.5M | 1.76% | +6,373+10.1% | Added |
| LSV Asset Management | 69,600 | $12.5M | 0.03% | −16,100−18.8% | Reduced |
| Pathstone Holdings, LLC | 69,916 | $12.6M | 0.06% | −1,024−1.4% | Reduced |
| Woodstock Corp | 70,124 | $12.6M | 1.21% | +50.0% | Added |
| Mutual of America Capital Management LLC | 70,897 | $12.7M | 0.13% | −2,890−3.9% | Reduced |
| Addenda Capital Inc. | 71,476 | $12.8M | 0.46% | −123−0.2% | Reduced |
| PGGM Investments | 71,642 | $12.9M | 0.16% | +5,288+8.0% | Added |
| Prio Wealth Limited Partnership | 71,928 | $12.9M | 0.38% | −2,030−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 72,563 | $13.0M | 0.54% | +70+0.1% | Added |
| GDS Wealth Management | 72,506 | $13.0M | 1.27% | +6,417+9.7% | Added |
| Nissay Asset Management Corp | 73,431 | $13.2M | 0.08% | +2,394+3.4% | Added |
| Bellecapital International Ltd. | 73,448 | $13.2M | 2.62% | +676+0.9% | Added |
| Romano Brothers and Company | 74,252 | $13.3M | 1.66% | +3,450+4.9% | Added |
| State of Alaska, Department of Revenue | 76,633 | $13.8M | 0.15% | +3,250+4.4% | Added |
| Kidder Stephen W | 78,067 | $14.0M | 4.14% | −2,312−2.9% | Reduced |
| Running Oak Capital LLC | 78,253 | $14.1M | 1.90% | −2,119−2.6% | Reduced |
| American National Bank | 78,304 | $14.1M | 1.66% | +2,741+3.6% | Added |
| Steamboat Capital Partners, LLC | 78,344 | $14.1M | 4.44% | +18,277+30.4% | Added |
| Ethic Inc. | 88,698 | $14.2M | 0.36% | −4,996−5.3% | Reduced |
| Great Valley Advisor Group, Inc. | 79,878 | $14.4M | 0.35% | −401−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,350 | $14.4M | 0.05% | +12,576+18.6% | Added |
| Federation des caisses Desjardins du Quebec | 80,580 | $14.5M | 0.07% | +22,216+38.1% | Added |
| Puzo Michael J | 80,578 | $14.5M | 3.78% | −379−0.5% | Reduced |
| Venturi Wealth Management, LLC | 80,587 | $14.5M | 0.76% | +1,467+1.9% | Added |
| Yousif Capital Management, LLC | 81,143 | $14.6M | 0.16% | −1,740−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 81,613 | $14.7M | 0.06% | −187−0.2% | Reduced |
| Los Angeles Capital Management LLC | 82,466 | $14.8M | 0.06% | −19,170−18.9% | Reduced |
| Farmers & Merchants Investments Inc | 82,507 | $14.8M | 0.46% | −602−0.7% | Reduced |
| Bell Asset Management Ltd | 82,736 | $14.9M | 2.72% | −31,258−27.4% | Reduced |
| FineMark National Bank & Trust | 83,471 | $15.0M | 0.52% | +426+0.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 83,843 | $15.1M | 2.80% | −941−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 83,940 | $15.1M | 0.04% | +297+0.4% | Added |
| Shelton Capital Management | 84,121 | $15.1M | 0.39% | −5,838−6.5% | Reduced |
| Cyrus J. Lawrence, LLC | 84,552 | $15.2M | 2.98% | +605+0.7% | Added |
| Logan Capital Management Inc | 85,160 | $15.3M | 0.63% | −1,397−1.6% | Reduced |
| Baldwin Brothers Inc | 85,181 | $15.3M | 1.04% | −1,076−1.2% | Reduced |
| New York Life Investment Management LLC | 85,371 | $15.3M | 0.15% | −3,948−4.4% | Reduced |
| Daiwa Securities Group Inc. | 85,412 | $15.3M | 0.07% | +6,630+8.4% | Added |
| Hunter Associates Investment Management LLC | 85,650 | $15.4M | 2.38% | −223−0.3% | Reduced |
| SG Americas Securities, LLC | 86,391 | $15.5M | 0.06% | +17,203+24.9% | Added |
| Eagle Asset Management Inc | 73,797 | $15.5M | 0.08% | +10,232+16.1% | Added |
| Lee Danner & Bass Inc | 87,094 | $15.6M | 1.10% | −2,147−2.4% | Reduced |
| Agf Management Ltd | 87,428 | $15.7M | 0.08% | +625+0.7% | Added |
| Hunter Perkins Capital Management, LLC | 89,232 | $16.0M | 3.25% | −17,088−16.1% | Reduced |
| CCM Investment Advisers LLC | 89,302 | $16.0M | 1.79% | −2,969−3.2% | Reduced |
| Cetera Investment Advisers | 89,414 | $16.1M | 0.04% | −5,506−5.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,754 | $16.1M | 1.10% | −162−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 90,391 | $16.2M | 0.25% | +15,081+20.0% | Added |
| Bank of Nova Scotia | 90,907 | $16.3M | 0.03% | −55,936−38.1% | Reduced |
| Voloridge Investment Management, LLC | 91,105 | $16.4M | 0.06% | −398,447−81.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 91,488 | $16.4M | 0.04% | +4,492+5.2% | Added |
| Brant Point Investment Management LLC | 91,794 | $16.5M | 3.76% | −8,400−8.4% | Reduced |
| Gotham Asset Management, LLC | 91,902 | $16.5M | 0.17% | +414+0.5% | Added |
| APG Asset Management N.V. | 104,161 | $16.8M | 0.11% | −59,632−36.4% | Reduced |
| Jones Financial Companies LLLP | 94,032 | $16.8M | 0.02% | +21,802+30.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,583 | $17.0M | 0.17% | +94,583 | New |
| Utah Retirement Systems | 94,860 | $17.0M | 0.19% | −1,100−1.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 95,752 | $17.2M | 0.08% | +87,047+1,000.0% | Added |
| Foyston, Gordon, & Payne Inc | 95,998 | $17.2M | 4.30% | −7,650−7.4% | Reduced |
| Broderick Brian C | 96,886 | $17.4M | 3.41% | −340−0.3% | Reduced |
| Bailard, Inc. | 97,121 | $17.4M | 0.45% | +186+0.2% | Added |
| Covington Investment Advisors Inc. | 97,281 | $17.5M | 2.63% | −630−0.6% | Reduced |
| USS Investment Management Ltd | 99,470 | $17.9M | 0.13% | −3,912−3.8% | Reduced |
| Busey Wealth Management | 99,941 | $18.0M | 0.59% | +488+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 100,102 | $18.0M | 4.05% | −895−0.9% | Reduced |
| Verition Fund Management LLC | 100,507 | $18.1M | 0.12% | +79,315+374.3% | Added |