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 |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 204 | $36.6K | 0.02% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 220 | $39.5K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $39.5K | 0.04% | +220 | New |
| Private Wealth Management Group, LLC | 222 | $39.9K | 0.02% | −1−0.4% | Reduced |
| Redmont Wealth Advisors LLC | 231 | $41.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 237 | $42.6K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $43.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 244 | $43.8K | 0.01% | +244 | New |
| Washington Trust Advisors, Inc. | 248 | $44.6K | 0.00% | +8+3.3% | Added |
| Monetary Management Group Inc | 250 | $44.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 251 | $45.1K | 0.03% | +226+904.0% | Added |
| McIlrath & Eck, LLC | 272 | $48.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 277 | $49.8K | 0.00% | +277 | New |
| Bell Investment Advisors, Inc | 302 | $54.3K | 0.01% | +8+2.7% | Added |
| IAG Wealth Partners, LLC | 305 | $54.8K | 0.01% | −23−7.0% | Reduced |
| Hollencrest Capital Management | 309 | $55.5K | 0.00% | +77+33.2% | Added |
| GW&K Investment Management, LLC | 313 | $56.0K | 0.00% | +45+16.8% | Added |
| Rise Advisors, LLC | 315 | $56.6K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 326 | $58.6K | 0.01% | +326 | New |
| Fortitude Family Office, LLC | 329 | $59.1K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 330 | $59.3K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 334 | $60.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 339 | $60.9K | 0.01% | −36−9.6% | Reduced |
| Westside Investment Management, Inc. | 351 | $63.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $66.0K | 0.01% | +15+4.2% | Added |
| PrairieView Partners, LLC | 375 | $67.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $69.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $69.5K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $71.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 397 | $71.3K | 0.06% | −50−11.2% | Reduced |
| Bruce G. Allen Investments, LLC | 398 | $71.5K | 0.06% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $71.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $71.9K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $71.9K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 402 | $72.2K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 403 | $72.4K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 408 | $73.0K | 0.00% | +7+1.7% | Added |
| Tompkins Financial Corp | 426 | $76.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 435 | $78.1K | 0.02% | −2−0.5% | Reduced |
| Investors Research Corp | 454 | $81.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $81.6K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 479 | $86.1K | 0.01% | +479 | New |
| Mendota Financial Group, LLC | 483 | $86.8K | 0.04% | −33−6.4% | Reduced |
| Oakworth Capital, Inc. | 507 | $91.1K | 0.01% | +158+45.3% | Added |
| AllSquare Wealth Management LLC | 555 | $99.7K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $102.4K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 583 | $104.7K | 0.02% | +137+30.7% | Added |
| State of Wyoming | 591 | $106.2K | 0.02% | −1,276−68.3% | Reduced |
| Global Trust Asset Management, LLC | 606 | $108.9K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 617 | $110.8K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 620 | $111.0K | 0.08% | −5,668−90.1% | Reduced |
| MV Capital Management, Inc. | 629 | $113.0K | 0.01% | +35+5.9% | Added |
| Eagle Bay Advisors LLC | 631 | $113.4K | 0.04% | −7−1.1% | Reduced |
| Accent Capital Management, LLC | 639 | $114.8K | 0.07% | −3,397−84.2% | Reduced |
| WR Wealth Planners, LLC | 646 | $116.1K | 0.03% | +3+0.5% | Added |
| First PREMIER Bank | 658 | $118.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 682 | $122.5K | 0.04% | +300+78.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $125.8K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 710 | $127.6K | 0.01% | −121−14.6% | Reduced |
| Bank of New Hampshire | 710 | $127.6K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $127.9K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 720 | $129.3K | 0.11% | 00.0% | Unchanged |
| Quest Partners LLC | 729 | $131.0K | 0.01% | +728+72,800.0% | Added |
| Plante Moran Financial Advisors, LLC | 779 | $139.9K | 0.01% | +479+159.7% | Added |
| Laurel Wealth Advisors LLC | 779 | $139.9K | 0.02% | +339+77.0% | Added |
| Arcadia Investment Management Corp | 781 | $140.3K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 790 | $141.9K | 0.05% | +790 | New |
| Roble, Belko & Company, Inc | 800 | $144.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 832 | $149.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 832 | $150.0K | 0.09% | +59+7.6% | Added |
| Financial Network Wealth Advisors LLC | 836 | $150.2K | 0.12% | +17+2.1% | Added |
| Evermay Wealth Management LLC | 859 | $154.3K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 872 | $156.7K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 889 | $159.7K | 0.14% | −91−9.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 894 | $160.6K | 0.03% | −9,812−91.6% | Reduced |
| Hemington Wealth Management | 814 | $161.0K | 0.04% | +814 | New |
| Operose Advisors LLC | 917 | $164.7K | 0.05% | −89−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 934 | $167.8K | 0.01% | +346+58.8% | Added |
| Tobam | 934 | $168.0K | 0.03% | −256−21.5% | Reduced |
| Evergreen Private Wealth LLC | 957 | $171.9K | 0.08% | +9+0.9% | Added |
| Banque Cantonale Vaudoise | 967 | $174.0K | 0.01% | −2,611−73.0% | Reduced |
| LRI Investments, LLC | 20,426 | $187.9K | 0.02% | +19,577+2,305.9% | Added |
| Atwood & Palmer Inc | 1,066 | $191.5K | 0.01% | +66+6.6% | Added |
| JNBA Financial Advisors | 1,114 | $200.1K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,121 | $201.0K | 0.09% | +1,121 | New |
| Convergence Investment Partners, LLC | 1,119 | $201.0K | 0.05% | +1,119 | New |
| Daymark Wealth Partners, LLC | 1,119 | $201.0K | 0.01% | +1,119 | New |
| Rothschild Investment LLC | 1,125 | $202.1K | 0.01% | +37+3.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,125 | $202.1K | 0.08% | +1,125 | New |
| YHB Investment Advisors, Inc. | 1,125 | $202.1K | 0.02% | +1,125 | New |
| Coppell Advisory Solutions LLC | 1,137 | $202.8K | 0.03% | −230−16.8% | Reduced |
| Fairfield, Bush & Co. | 1,130 | $203.0K | 0.12% | +1,130 | New |
| Badgley Phelps Wealth Managers, LLC | 1,130 | $203.0K | 0.00% | +1,130 | New |
| Basepoint Wealth LLC | 1,132 | $203.4K | 0.15% | +1,132 | New |
| W.H. Cornerstone Investments Inc. | 1,135 | $204.0K | 0.14% | +1,135 | New |
| Sandy Spring Bank | 1,144 | $205.5K | 0.01% | −75−6.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | −229−16.6% | Reduced |
| Breakwater Capital Group | 1,148 | $206.2K | 0.04% | +1,148 | New |
| King Wealth | 1,154 | $207.0K | 0.03% | +1,154 | New |
| Fairhaven Wealth Management, LLC | 1,158 | $208.0K | 0.06% | +1,158 | New |