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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 2,659 | $477.7K | 0.06% | +521+24.4% | Added |
| Foster & Motley Inc | 2,669 | $479.0K | 0.03% | +9+0.3% | Added |
| Geller Advisors LLC | 2,682 | $481.8K | 0.03% | −722−21.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,686 | $482.6K | 0.02% | +419+18.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,693 | $483.8K | 0.01% | +48+1.8% | Added |
| Somerset Group LLC | 2,700 | $485.1K | 0.45% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,706 | $486.2K | 0.04% | +382+16.4% | Added |
| Private Trust Co NA | 2,709 | $486.7K | 0.05% | +33+1.2% | Added |
| D.B. Root & Company, LLC | 2,711 | $487.0K | 0.16% | −917−25.3% | Reduced |
| Belpointe Asset Management LLC | 2,728 | $490.1K | 0.03% | +886+48.1% | Added |
| One Wealth Advisors, LLC | 2,736 | $491.5K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 2,742 | $492.6K | 0.08% | +10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,749 | $493.9K | 0.05% | −11−0.4% | Reduced |
| Wallace Advisory Group, LLC | 3,317 | $494.4K | 0.36% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,495 | $498.1K | 0.04% | −13−0.5% | Reduced |
| Financial Counselors Inc | 2,783 | $500.0K | 0.01% | +36+1.3% | Added |
| Csenge Advisory Group | 2,628 | $500.2K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,802 | $503.4K | 0.03% | +2,802 | New |
| PFG Investments, LLC | 2,807 | $504.3K | 0.03% | +73+2.7% | Added |
| Dogwood Wealth Management LLC | 2,820 | $506.6K | 0.29% | +122+4.5% | Added |
| Catalyst Financial Partners LLC | 2,827 | $507.9K | 0.10% | −31−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,842 | $510.6K | 0.01% | −42−1.5% | Reduced |
| CRA Financial Services, LLC | 2,843 | $510.7K | 0.09% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,850 | $512.0K | 0.04% | −875−23.5% | Reduced |
| Curated Wealth Partners LLC | 2,850 | $512.0K | 0.07% | −230−7.5% | Reduced |
| Wambolt & Associates, LLC | 2,829 | $512.9K | 0.14% | −16−0.6% | Reduced |
| Waterloo Capital, L.P. | 2,858 | $513.4K | 0.06% | +313+12.3% | Added |
| Argonautica Private Wealth Management, Inc | 2,859 | $513.6K | 0.17% | −3,969−58.1% | Reduced |
| Adviser Investments LLC | 2,860 | $513.8K | 0.01% | +12+0.4% | Added |
| Resonant Capital Advisors, LLC | 2,881 | $517.6K | 0.04% | +214+8.0% | Added |
| Schmidt P J Investment Management Inc | 2,888 | $518.8K | 0.09% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,908 | $522.4K | 0.15% | −70−2.4% | Reduced |
| Buckingham Strategic Partners | 2,908 | $522.4K | 0.01% | −412−12.4% | Reduced |
| Forte Capital LLC | 2,917 | $524.0K | 0.06% | −130−4.3% | Reduced |
| Red Door Wealth Management, LLC | 2,924 | $525.3K | 0.09% | −453−13.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,930 | $526.3K | 0.02% | −1,152−28.2% | Reduced |
| Long Run Wealth Advisors, LLC | 2,943 | $528.7K | 0.12% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $532.7K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,978 | $535.0K | 0.30% | −443−12.9% | Reduced |
| Valmark Advisers, Inc. | 2,995 | $538.1K | 0.01% | +820+37.7% | Added |
| Promethium Advisors,llc | 3,000 | $539.0K | 0.38% | +3,000 | New |
| Raleigh Capital Management Inc. | 3,006 | $540.0K | 0.21% | +75+2.6% | Added |
| Apeiron RIA LLC | 3,010 | $540.7K | 0.16% | +50+1.7% | Added |
| Private Capital Management LLC | 3,028 | $544.0K | 0.10% | +3,028 | New |
| Knights of Columbus Asset Advisors LLC | 3,030 | $544.3K | 0.04% | +16+0.5% | Added |
| Santori & Peters | 3,040 | $546.1K | 0.22% | +9+0.3% | Added |
| Edgestream Partners, L.P. | 3,042 | $546.5K | 0.02% | −14,282−82.4% | Reduced |
| Wright Investors Service Inc | 3,064 | $550.4K | 0.14% | −3,111−50.4% | Reduced |
| IHT Wealth Management, LLC | 3,056 | $550.9K | 0.02% | +735+31.7% | Added |
| Riverbridge Partners LLC | 3,080 | $553.3K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $553.5K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,096 | $556.2K | 0.04% | −1,167−27.4% | Reduced |
| Legacy Capital Group California, Inc. | 3,097 | $556.4K | 0.19% | −12−0.4% | Reduced |
| Atlantic Trust, LLC | 3,100 | $556.9K | 0.13% | −52−1.6% | Reduced |
| Pointe Capital Management LLC | 3,102 | $557.3K | 0.33% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,118 | $560.1K | 0.12% | +51+1.7% | Added |
| Talon Private Wealth, LLC | 3,148 | $565.5K | 0.12% | +3,148 | New |
| SkyOak Wealth, LLC | 3,163 | $568.2K | 0.13% | −61−1.9% | Reduced |
| Perigon Wealth Management, LLC | 3,182 | $571.6K | 0.02% | +224+7.6% | Added |
| Naples Global Advisors, LLC | 3,190 | $573.1K | 0.05% | −21−0.7% | Reduced |
| Paragon Capital Management Ltd | 3,200 | $574.9K | 0.11% | −1,600−33.3% | Reduced |
| Marotta Asset Management | 3,211 | $576.9K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 3,216 | $577.8K | 0.13% | +54+1.7% | Added |
| Beacon Financial Advisory LLC | 3,217 | $577.9K | 0.20% | +29+0.9% | Added |
| Commerzbank Aktiengesellschaft | 3,221 | $579.0K | 0.02% | +943+41.4% | Added |
| First Manhattan Co | 3,235 | $581.2K | 0.00% | +71+2.2% | Added |
| Matisse Capital | 3,248 | $583.5K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,269 | $587.2K | 0.03% | −28−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,280 | $589.3K | 0.25% | −365−10.0% | Reduced |
| TD Private Client Wealth LLC | 3,280 | $589.3K | 0.02% | +74+2.3% | Added |
| Financial Insights, Inc. | 3,293 | $591.6K | 0.19% | −2,510−43.3% | Reduced |
| Cookson Peirce & Co Inc | 3,306 | $593.9K | 0.03% | −68−2.0% | Reduced |
| Capital International Inc | 3,340 | $600.0K | 0.01% | +16+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 3,380 | $607.2K | 0.10% | −420−11.1% | Reduced |
| Advisor Resource Council | 3,380 | $607.2K | 0.28% | +3,380 | New |
| BSW Wealth Partners | 3,383 | $607.8K | 0.09% | +314+10.2% | Added |
| PDS Planning, Inc | 3,397 | $610.3K | 0.05% | +532+18.6% | Added |
| Twin City Private Wealth, LLC | 3,399 | $610.6K | 0.53% | +12+0.4% | Added |
| Vista Investment Management | 3,419 | $614.2K | 0.23% | −331−8.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,420 | $614.4K | 0.31% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,446 | $619.1K | 0.04% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,446 | $619.1K | 0.06% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $619.8K | 0.06% | 00.0% | Unchanged |
| Caption Management, LLC | 3,450 | $619.8K | 0.07% | +3,450 | New |
| Congress Wealth Management LLC | 3,471 | $623.7K | 0.01% | +431+14.2% | Added |
| CenterBook Partners LP | 3,492 | $627.3K | 0.04% | −31,379−90.0% | Reduced |
| GeoWealth Management, LLC | 3,497 | $628.2K | 0.02% | −500−12.5% | Reduced |
| Cascade Investment Group, Inc. | 3,503 | $629.3K | 0.46% | −280−7.4% | Reduced |
| Financial Planning & Information Services, Inc. | 3,548 | $637.4K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,550 | $637.8K | 0.08% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3,551 | $637.9K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,564 | $640.3K | 0.03% | +14+0.4% | Added |
| Miramar Capital, LLC | 3,575 | $642.2K | 0.15% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 3,585 | $644.0K | 0.44% | −555−13.4% | Reduced |
| MONECO Advisors, LLC | 3,592 | $645.3K | 0.08% | +80+2.3% | Added |
| Lafayette Investments, Inc. | 3,599 | $646.6K | 0.14% | −275−7.1% | Reduced |
| Hengehold Capital Management LLC | 3,607 | $648.0K | 0.06% | +560+18.4% | Added |
| Ironsides Asset Advisors, LLC | 3,635 | $653.0K | 0.19% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,661 | $657.8K | 0.02% | +417+12.9% | Added |
| Boston Financial Mangement LLC | 3,682 | $661.5K | 0.02% | 00.0% | Unchanged |