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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 1,160 | $208.4K | 0.08% | +1,160 | New |
| All Season Financial Advisors, Inc. | 1,165 | $209.3K | 0.18% | +1,165 | New |
| Virtue Capital Management, LLC | 1,166 | $209.5K | 0.04% | −201−14.7% | Reduced |
| Silver Oak Securities, Inc | 1,179 | $210.2K | 0.02% | +28+2.4% | Added |
| Independent Financial Group, LLC | 1,172 | $210.6K | 0.01% | +1,172 | New |
| Myecfo, LLC | 1,174 | $210.9K | 0.11% | +1,174 | New |
| Invst, LLC | 1,175 | $211.1K | 0.03% | +1,175 | New |
| Fiduciary Group LLC | 1,178 | $211.6K | 0.02% | +1,178 | New |
| Hazlett, Burt & Watson, Inc. | 1,178 | $212.0K | 0.10% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,183 | $212.5K | 0.03% | +1,183 | New |
| Accurate Wealth Management, LLC | 1,097 | $212.8K | 0.04% | +1,097 | New |
| Fermata Advisors, LLC | 1,195 | $214.7K | 0.04% | +1,195 | New |
| Banco Santander, S.A. | 1,196 | $214.9K | 0.00% | −188−13.6% | Reduced |
| Wellington Shields Capital Management, LLC | 1,200 | $215.6K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $215.6K | 0.03% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,200 | $215.6K | 0.04% | +1,200 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,200 | $215.6K | 0.04% | +1,200 | New |
| Richard P Slaughter Associates Inc | 1,200 | $215.6K | 0.05% | +1,200 | New |
| Cross Staff Investments Inc | 1,200 | $215.6K | 0.17% | +1,200 | New |
| Schrum Private Wealth Management LLC | 1,200 | $215.6K | 0.11% | +1,200 | New |
| Presilium Private Wealth, LLC | 1,200 | $215.6K | 0.05% | +1,200 | New |
| Kathmere Capital Management, LLC | 1,204 | $216.3K | 0.02% | +1,204 | New |
| Birmingham Capital Management Co Inc | 1,212 | $217.7K | 0.08% | +1,212 | New |
| SMART Wealth LLC | 1,216 | $218.5K | 0.09% | −154−11.2% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $219.2K | 0.07% | +1,220 | New |
| Rappaport Reiches Capital Management, LLC | 1,227 | $220.4K | 0.06% | +1,227 | New |
| NTV Asset Management LLC | 1,228 | $220.6K | 0.03% | +1,228 | New |
| Crestmont Private Wealth LLC | 1,228 | $220.6K | 0.10% | +1,228 | New |
| Lion Street Advisors, LLC | 1,233 | $221.5K | 0.08% | +1,233 | New |
| Forthright Family Wealth Advisory LLC | 1,074 | $222.6K | 0.14% | +1,074 | New |
| Monument Capital Management | 1,241 | $222.9K | 0.06% | +1,241 | New |
| Cypress Wealth Services, LLC | 1,242 | $223.1K | 0.05% | +1,242 | New |
| Berkshire Asset Management LLC | 1,500 | $223.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,249 | $224.0K | 0.03% | −8−0.6% | Reduced |
| Univest Financial Corp | 1,248 | $224.2K | 0.01% | +1,248 | New |
| Caitlin John, LLC | 1,053 | $224.5K | 0.14% | +827+365.9% | Added |
| Fragasso Group Inc. | 1,250 | $224.6K | 0.02% | +1,250 | New |
| Cascades Capital Asset Management, LLC | 1,250 | $224.6K | 0.12% | +1,250 | New |
| Trillium Asset Management, LLC | 1,255 | $225.0K | 0.01% | +1,255 | New |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $226.6K | 0.19% | +1,261 | New |
| Financial Partners Group, LLC | 1,264 | $227.1K | 0.09% | +1,264 | New |
| Advanced Asset Management Advisors Inc | 1,525 | $227.3K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,273 | $228.7K | 0.04% | +273+27.3% | Added |
| Inscription Capital, LLC | 1,273 | $228.7K | 0.03% | +1,273 | New |
| Stonegate Investment Group, LLC | 1,274 | $228.9K | 0.01% | −366−22.3% | Reduced |
| Affinity Investment Advisors, LLC | 1,293 | $232.3K | 0.16% | +1,293 | New |
| Simmons Bank | 1,301 | $233.7K | 0.02% | −225−14.7% | Reduced |
| Fullcircle Wealth LLC | 1,161 | $233.8K | 0.10% | +1,161 | New |
| Catalyst Capital Advisors LLC | 1,303 | $234.1K | 0.01% | −442−25.3% | Reduced |
| American Money Management, LLC | 1,309 | $235.2K | 0.05% | +1,309 | New |
| Cobblestone Capital Advisors LLC | 1,310 | $235.3K | 0.01% | +1,310 | New |
| Wimmer Associates 1, LLC | 1,310 | $235.3K | 0.12% | +1,310 | New |
| GSG Advisors LLC | 1,300 | $235.7K | 0.08% | +1,300 | New |
| WMS Partners, LLC | 1,314 | $236.1K | 0.01% | +1,314 | New |
| Osterweis Capital Management Inc | 1,318 | $236.8K | 0.01% | −251−16.0% | Reduced |
| Optivise Advisory Services LLC | 1,322 | $237.5K | 0.12% | −246−15.7% | Reduced |
| Savvy Advisors, Inc. | 1,324 | $237.9K | 0.05% | +1,324 | New |
| Courier Capital LLC | 1,327 | $238.4K | 0.02% | +1,327 | New |
| Neo Ivy Capital Management | 1,340 | $240.0K | 0.08% | +1,340 | New |
| City State Bank | 1,345 | $241.6K | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,350 | $242.5K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $242.5K | 0.19% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,353 | $243.1K | 0.02% | +5+0.4% | Added |
| Gateway Investment Advisers LLC | 1,358 | $244.0K | 0.00% | −165−10.8% | Reduced |
| Summit Global Investments | 1,358 | $244.0K | 0.02% | −11−0.8% | Reduced |
| Continuum Advisory, LLC | 1,160 | $244.6K | 0.03% | +201+21.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,366 | $245.4K | 0.10% | −3−0.2% | Reduced |
| Journey Strategic Wealth LLC | 1,367 | $245.6K | 0.01% | +1,367 | New |
| Relyea Zuckerberg Hanson LLC | 1,371 | $246.3K | 0.04% | +1,371 | New |
| SFMG, LLC | 1,376 | $247.2K | 0.02% | +16+1.2% | Added |
| Ergawealth Advisors, Inc. | 1,378 | $247.6K | 0.12% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,379 | $247.7K | 0.19% | −17−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,380 | $247.9K | 0.00% | −233−14.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,383 | $248.5K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,386 | $248.9K | 0.01% | −571−29.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,386 | $249.0K | 0.10% | +1,386 | New |
| Guardian Wealth Advisors, LLC | 1,398 | $251.2K | 0.03% | −46−3.2% | Reduced |
| Crestline Management, LP | 1,400 | $251.5K | 0.01% | +1,400 | New |
| Wetzel Investment Advisors, Inc. | 1,405 | $252.4K | 0.13% | +194+16.0% | Added |
| Richard W. Paul & Associates, LLC | 1,408 | $252.9K | 0.09% | −310−18.0% | Reduced |
| Eagle Wealth Strategies LLC | 1,413 | $253.8K | 0.19% | −331−19.0% | Reduced |
| FDx Advisors, Inc. | 1,413 | $254.0K | 0.07% | −136−8.8% | Reduced |
| Chickasaw Capital Management LLC | 1,414 | $254.0K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,417 | $254.6K | 0.02% | +38+2.8% | Added |
| Claret Asset Management Corp | 1,418 | $255.0K | 0.04% | +7+0.5% | Added |
| Norden Group LLC | 1,425 | $256.0K | 0.03% | +1,425 | New |
| Mainsail Asset Management, LLC | 1,425 | $256.0K | 0.19% | +1,425 | New |
| KCM Investment Advisors LLC | 1,427 | $256.4K | 0.01% | +26+1.9% | Added |
| Jaffetilchin Investment Partners, LLC | 1,431 | $257.1K | 0.02% | −101−6.6% | Reduced |
| Cidel Asset Management Inc | 1,451 | $260.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,462 | $262.6K | 0.17% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,463 | $262.8K | 0.10% | −259−15.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $263.5K | 0.06% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,480 | $265.9K | 0.22% | −30−2.0% | Reduced |
| Nwam LLC | 1,494 | $268.4K | 0.02% | −8−0.5% | Reduced |
| NewEdge Wealth, LLC | 1,502 | $269.8K | 0.00% | +1,502 | New |
| Verus Capital Partners, LLC | 1,505 | $270.4K | 0.03% | −91−5.7% | Reduced |
| Advisory Alpha, LLC | 1,506 | $270.6K | 0.01% | +1,506 | New |
| Onefund, LLC | 1,513 | $271.8K | 0.28% | −56−3.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,514 | $272.0K | 0.16% | −28−1.8% | Reduced |