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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 1,518 | $272.7K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,522 | $273.4K | 0.13% | +1,522 | New |
| UMA Financial Services, Inc. | 1,411 | $273.8K | 0.05% | −124−8.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,526 | $274.1K | 0.14% | −16−1.0% | Reduced |
| TRUE Private Wealth Advisors | 1,530 | $274.9K | 0.03% | −3,446−69.3% | Reduced |
| Portman Square Capital LLP | 1,540 | $276.7K | 0.09% | −4,672−75.2% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $276.7K | 0.14% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,542 | $277.0K | 0.01% | +31+2.1% | Added |
| Rockland Trust Co | 1,555 | $279.4K | 0.01% | −117−7.0% | Reduced |
| Isthmus Partners, LLC | 1,558 | $279.9K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 1,561 | $280.4K | 0.03% | +1,561 | New |
| De Burlo Group Inc | 1,563 | $280.8K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,565 | $281.2K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,571 | $282.2K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,586 | $284.9K | 0.03% | −599−27.4% | Reduced |
| Good Life Advisors, LLC | 1,592 | $286.0K | 0.02% | +1,592 | New |
| McAdam, LLC | 1,593 | $286.2K | 0.02% | +44+2.8% | Added |
| Alta Advisers Ltd | 1,600 | $287.4K | 0.13% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $287.4K | 0.11% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $287.7K | 0.04% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,604 | $288.2K | 0.06% | −201−11.1% | Reduced |
| O'Dell Group, LLC | 1,608 | $288.9K | 0.06% | 00.0% | Unchanged |
| 25 LLC | 1,617 | $290.5K | 0.13% | +9+0.6% | Added |
| Hourglass Capital, LLC | 1,618 | $290.7K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,620 | $291.0K | 0.02% | −1,079−40.0% | Reduced |
| Callan Capital, LLC | 1,629 | $292.6K | 0.02% | +1,629 | New |
| Old Second National Bank of Aurora | 1,631 | $293.0K | 0.07% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,637 | $294.1K | 0.09% | −2−0.1% | Reduced |
| Prospera Financial Services Inc | 1,638 | $294.3K | 0.01% | −4−0.2% | Reduced |
| ICONIQ Capital, LLC | 1,639 | $294.4K | 0.01% | +1,639 | New |
| Chemistry Wealth Management LLC | 1,644 | $295.3K | 0.07% | +133+8.8% | Added |
| West Bancorporation Inc | 1,648 | $296.1K | 0.20% | +61+3.8% | Added |
| Bigelow Investment Advisors, LLC | 1,649 | $296.2K | 0.13% | +174+11.8% | Added |
| Goldstone Financial Group, LLC | 1,650 | $296.4K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,666 | $299.3K | 0.17% | −1−0.1% | Reduced |
| Boomfish Wealth Group, LLC | 1,668 | $299.7K | 0.18% | −32−1.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 1,668 | $299.7K | 0.14% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,672 | $300.4K | 0.13% | −269−13.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,485 | $300.5K | 0.01% | −48−3.1% | Reduced |
| Richwood Investment Advisors, LLC | 1,675 | $300.9K | 0.25% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,685 | $302.7K | 0.19% | −16−0.9% | Reduced |
| Marquette Asset Management, LLC | 1,690 | $303.6K | 0.05% | +1,690 | New |
| Sivia Capital Partners, LLC | 1,695 | $304.5K | 0.18% | −1−0.1% | Reduced |
| Front Row Advisors LLC | 1,697 | $304.9K | 0.11% | −11−0.6% | Reduced |
| First Trust Investment Solutions L.P. | 1,700 | $305.4K | 0.03% | −25−1.4% | Reduced |
| Union Savings Bank | 1,700 | $305.4K | 0.15% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,701 | $305.6K | 0.01% | +109+6.8% | Added |
| Tritonpoint Wealth, LLC | 1,714 | $305.8K | 0.03% | +116+7.3% | Added |
| Nicholas Hoffman & Company, LLC. | 1,704 | $306.1K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 1,710 | $307.2K | 0.11% | −50−2.8% | Reduced |
| Intrua Financial, LLC | 1,711 | $307.4K | 0.05% | +1,711 | New |
| Harbour Trust & Investment Management Co | 1,714 | $307.9K | 0.04% | −14−0.8% | Reduced |
| CKW Financial Group | 1,700 | $308.0K | 0.04% | −200−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,715 | $308.1K | 0.03% | +208+13.8% | Added |
| IVC Wealth Advisors LLC | 1,716 | $308.3K | 0.17% | +5+0.3% | Added |
| River Street Advisors LLC | 1,720 | $309.0K | 0.17% | −50−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 1,728 | $310.4K | 0.04% | +1,728 | New |
| Capstone Investment Advisors, LLC | 1,730 | $310.8K | 0.01% | +1,730 | New |
| Goldstein Advisors, LLC | 1,733 | $311.3K | 0.05% | −160−8.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,735 | $311.7K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,741 | $312.8K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,741 | $313.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,746 | $313.7K | 0.04% | −17−1.0% | Reduced |
| Power Wealth Management LLC | 1,748 | $314.0K | 0.13% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,750 | $314.4K | 0.19% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,750 | $314.4K | 0.18% | +1,750 | New |
| Warren Averett Asset Management, LLC | 1,762 | $316.5K | 0.01% | −152−7.9% | Reduced |
| Portside Wealth Group, LLC | 1,763 | $316.7K | 0.05% | +195+12.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,764 | $316.9K | 0.01% | −70−3.8% | Reduced |
| Mitchell Sinkler & Starr | 1,767 | $317.4K | 0.08% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,807 | $324.6K | 0.03% | −372−17.1% | Reduced |
| Cromwell Holdings LLC | 1,807 | $324.6K | 0.21% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,816 | $326.2K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,818 | $326.6K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,821 | $327.0K | 0.05% | +14+0.8% | Added |
| FORA Capital, LLC | 1,825 | $327.9K | 0.04% | +1,825 | New |
| Palogic Value Management, L.P. | 1,828 | $328.4K | 0.13% | −57−3.0% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $328.8K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,836 | $329.8K | 0.02% | +274+17.5% | Added |
| Old Port Advisors | 1,838 | $330.2K | 0.09% | −121−6.2% | Reduced |
| Monterey Private Wealth, Inc. | 1,848 | $332.0K | 0.11% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,850 | $332.4K | 0.03% | −43−2.3% | Reduced |
| First Bank & Trust | 1,868 | $335.6K | 0.06% | +312+20.1% | Added |
| OneAscent Financial Services LLC | 1,870 | $336.0K | 0.24% | +1,870 | New |
| Dearborn Partners LLC | 1,879 | $337.6K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,922 | $345.3K | 0.04% | −787−29.1% | Reduced |
| Canandaigua National Bank & Trust Co | 1,927 | $346.2K | 0.03% | +44+2.3% | Added |
| Keudell/Morrison Wealth Management | 1,931 | $346.9K | 0.09% | −187−8.8% | Reduced |
| Boston Mountain Money Management Inc | 1,935 | $347.6K | 0.20% | −21−1.1% | Reduced |
| Wealth Management Associates, Inc. | 1,950 | $350.3K | 0.15% | +12+0.6% | Added |
| Quent Capital, LLC | 1,958 | $351.4K | 0.04% | +700+55.6% | Added |
| Excalibur Management Corp | 1,969 | $353.7K | 0.13% | −125−6.0% | Reduced |
| Greenspring Advisors, LLC | 1,971 | $354.1K | 0.08% | +1,971 | New |
| Nixon Peabody Trust Co | 1,975 | $354.8K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,980 | $355.7K | 0.03% | −39,298−95.2% | Reduced |
| Phillips Wealth Planners LLC | 1,805 | $356.8K | 0.34% | +35+2.0% | Added |
| Icon Wealth Advisors, LLC | 1,994 | $358.2K | 0.03% | 00.0% | Unchanged |
| Sandler Capital Management | 2,000 | $359.3K | 0.07% | −650−24.5% | Reduced |
| Castleark Management LLC | 2,000 | $359.3K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $359.3K | 0.06% | 00.0% | Unchanged |