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 |
|---|---|---|---|---|---|
| Alera Investment Advisors, LLC | 2,014 | $361.8K | 0.04% | +188+10.3% | Added |
| Kaizen Financial Strategies | 2,016 | $362.2K | 0.21% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,021 | $363.0K | 0.07% | +100+5.2% | Added |
| Keystone Financial Services | 2,023 | $363.4K | 0.14% | +44+2.2% | Added |
| Seeds Investor LLC | 2,037 | $365.9K | 0.14% | −126−5.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,044 | $367.2K | 0.01% | +112+5.8% | Added |
| Mather Group, LLC. | 2,058 | $369.7K | 0.00% | −616−23.0% | Reduced |
| ORG Partners LLC | 2,061 | $370.2K | 0.06% | −1,242−37.6% | Reduced |
| Cowa, LLC | 2,071 | $372.1K | 0.18% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,073 | $372.4K | 0.04% | +4+0.2% | Added |
| Claro Advisors LLC | 2,088 | $375.1K | 0.05% | +66+3.3% | Added |
| Verdad Advisers, LP | 2,091 | $375.6K | 0.50% | −477−18.6% | Reduced |
| Berry Wealth Group, LP | 2,094 | $376.2K | 0.27% | −15−0.7% | Reduced |
| Avitas Wealth Management LLC | 2,097 | $376.7K | 0.05% | −165−7.3% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $377.3K | 0.11% | 00.0% | Unchanged |
| Perpetual Ltd | 2,102 | $377.6K | 0.00% | +2,102 | New |
| Strategic Blueprint, LLC | 2,105 | $378.1K | 0.02% | +7+0.3% | Added |
| Simon Quick Advisors, LLC | 2,106 | $378.3K | 0.02% | +2,106 | New |
| CoreCap Advisors, LLC | 2,107 | $378.5K | 0.02% | +2,107 | New |
| Invesco, LLC | 2,109 | $378.9K | 0.15% | −303−12.6% | Reduced |
| Catalina Capital Group, LLC | 2,112 | $379.4K | 0.13% | +184+9.5% | Added |
| Capital Asset Advisory Services LLC | 2,032 | $381.9K | 0.02% | −412−16.9% | Reduced |
| Highlander Partners, L.P. | 1,900 | $382.0K | 0.23% | 00.0% | Unchanged |
| Old National Bancorp | 2,130 | $382.7K | 0.01% | −255−10.7% | Reduced |
| Greatmark Investment Partners, Inc. | 2,135 | $383.6K | 0.05% | −650−23.3% | Reduced |
| Y.D. More Investments Ltd | 2,138 | $384.1K | 0.04% | −439−17.0% | Reduced |
| Group One Trading, L.P. | 2,138 | $384.1K | 0.02% | −258−10.8% | Reduced |
| Fielder Capital Group LLC | 2,145 | $385.3K | 0.13% | +15+0.7% | Added |
| Cascade Financial Partners, LLC | 1,930 | $385.4K | 0.05% | −498−20.5% | Reduced |
| Enterprise Financial Services Corp | 2,148 | $385.9K | 0.22% | +25+1.2% | Added |
| Legacy Financial Advisors, Inc. | 2,173 | $390.3K | 0.07% | +142+7.0% | Added |
| Teza Capital Management LLC | 2,177 | $391.1K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,181 | $391.8K | 0.02% | +65+3.1% | Added |
| Lakeview Capital Partners, LLC | 2,183 | $392.2K | 0.06% | +2,183 | New |
| Boit C F David | 2,150 | $392.3K | 0.19% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,185 | $392.5K | 0.04% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,188 | $393.1K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,191 | $393.6K | 0.13% | +209+10.5% | Added |
| Gryphon Financial Partners LLC | 2,208 | $396.7K | 0.05% | −29−1.3% | Reduced |
| Soltis Investment Advisors LLC | 2,210 | $397.0K | 0.04% | +41+1.9% | Added |
| Brighton Jones LLC | 2,212 | $397.3K | 0.01% | −989−30.9% | Reduced |
| Cypress Capital Group | 2,219 | $398.6K | 0.04% | +11+0.5% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $400.4K | 0.11% | +2,229 | New |
| Horan Securities, Inc. | 2,232 | $401.0K | 0.16% | −100−4.3% | Reduced |
| Stephenson National Bank & Trust | 2,232 | $401.0K | 0.13% | +24+1.1% | Added |
| Arrow Financial Corp | 2,250 | $404.2K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,256 | $405.3K | 0.03% | +77+3.5% | Added |
| H&H Retirement Design & Management INC | 2,097 | $406.9K | 0.24% | −83−3.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,285 | $410.5K | 0.14% | −47−2.0% | Reduced |
| Sky Investment Group LLC | 2,290 | $411.4K | 0.07% | +345+17.7% | Added |
| West Coast Financial LLC | 2,292 | $411.8K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,295 | $412.3K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,297 | $412.7K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,303 | $413.7K | 0.03% | +78+3.5% | Added |
| Trust Point Inc. | 2,310 | $415.0K | 0.03% | +46+2.0% | Added |
| Independence Bank of Kentucky | 2,311 | $415.2K | 0.09% | +555+31.6% | Added |
| Fosun International Ltd | 2,313 | $415.5K | 0.14% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,319 | $416.7K | 0.04% | −128−5.2% | Reduced |
| L2 Asset Management, LLC | 2,322 | $417.1K | 0.11% | +78+3.5% | Added |
| Schnieders Capital Management LLC | 2,324 | $417.5K | 0.08% | +92+4.1% | Added |
| Venture Visionary Partners LLC | 2,334 | $419.3K | 0.02% | −229−8.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,343 | $420.9K | 0.10% | +28+1.2% | Added |
| Dark Forest Capital Management LP | 2,361 | $424.2K | 0.05% | +2,361 | New |
| Vista Wealth Management Group, LLC | 2,370 | $425.8K | 0.03% | +76+3.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $426.8K | 0.23% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,385 | $428.5K | 0.02% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,397 | $430.5K | 0.32% | −77−3.1% | Reduced |
| Meyer Handelman Co | 2,400 | $431.2K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $431.2K | 0.20% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $433.0K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,410 | $433.0K | 0.00% | +372+18.3% | Added |
| Diametric Capital, LP | 2,413 | $433.5K | 0.21% | +2,413 | New |
| Centaurus Financial, Inc. | 2,424 | $435.0K | 0.03% | +493+25.5% | Added |
| Premier Path Wealth Partners, LLC | 2,423 | $435.2K | 0.07% | +66+2.8% | Added |
| Childress Capital Advisors, LLC | 2,427 | $436.0K | 0.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,440 | $438.0K | 0.03% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 2,446 | $439.4K | 0.33% | +104+4.4% | Added |
| Gsa Capital Partners LLP | 2,480 | $446.0K | 0.03% | −33,808−93.2% | Reduced |
| WBH Advisory Inc | 2,493 | $447.9K | 0.04% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,495 | $448.2K | 0.10% | −82−3.2% | Reduced |
| Insigneo Advisory Services, LLC | 2,507 | $450.4K | 0.05% | −756−23.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,508 | $450.6K | 0.05% | +2,508 | New |
| Peterson Wealth Services | 2,511 | $451.1K | 0.14% | +84+3.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $452.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,517 | $452.2K | 0.03% | −26−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,534 | $452.6K | 0.03% | −217−7.9% | Reduced |
| Trust Co of Vermont | 2,529 | $454.3K | 0.02% | +217+9.4% | Added |
| Vantage Financial Partners, LLC | 2,540 | $456.3K | 0.11% | +2,540 | New |
| Northwest Bancshares, Inc. | 2,541 | $456.5K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,542 | $456.7K | 0.15% | +37+1.5% | Added |
| Angeles Wealth Management, LLC | 2,559 | $459.7K | 0.04% | +464+22.1% | Added |
| Castleview Partners, LLC | 2,566 | $461.0K | 0.27% | +82+3.3% | Added |
| Drake & Associates, LLC | 2,576 | $462.9K | 0.15% | +589+29.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,578 | $463.1K | 0.01% | +668+35.0% | Added |
| CVA Family Office, LLC | 2,579 | $463.3K | 0.08% | +11+0.4% | Added |
| Trueblood Wealth Management, LLC | 2,582 | $463.9K | 0.23% | +5+0.2% | Added |
| Leavell Investment Management, Inc. | 2,583 | $464.0K | 0.02% | +72+2.9% | Added |
| Salem Investment Counselors Inc | 2,643 | $474.8K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,646 | $475.4K | 0.00% | −59−2.2% | Reduced |
| Sentry Investment Management LLC | 2,654 | $477.0K | 0.20% | 00.0% | Unchanged |