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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 3,740 | $672.0K | 0.35% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,765 | $676.4K | 0.01% | +3,765 | New |
| Jump Financial, LLC | 3,773 | $677.8K | 0.01% | −808−17.6% | Reduced |
| Holderness Investments Co | 3,799 | $682.5K | 0.15% | +234+6.6% | Added |
| Legacy Wealth Management, LLC | 3,800 | $682.7K | 0.25% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,800 | $682.7K | 0.08% | +2,102+123.8% | Added |
| Gen-Wealth Partners Inc | 3,420 | $683.4K | 0.30% | +828+31.9% | Added |
| Alpha Family Trust | 3,805 | $683.6K | 0.38% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,807 | $683.9K | 0.21% | −249−6.1% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,814 | $685.2K | 0.21% | +287+8.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,818 | $686.0K | 0.00% | +757+24.7% | Added |
| Quadcap Wealth Management, LLC | 3,833 | $688.6K | 0.11% | +11+0.3% | Added |
| Copperleaf Capital, LLC | 3,880 | $697.0K | 0.53% | −106−2.7% | Reduced |
| Bank of Stockton | 3,881 | $697.2K | 0.21% | −316−7.5% | Reduced |
| Connective Portfolio Management, LLC | 3,500 | $697.3K | 1.36% | +3,500 | New |
| Alberta Investment Management Corp | 3,900 | $700.6K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 3,900 | $700.6K | 0.37% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,905 | $701.5K | 0.19% | −2−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 3,906 | $701.7K | 0.10% | +3,906 | New |
| Outlook Wealth Advisors, LLC | 3,930 | $706.0K | 0.20% | −75−1.9% | Reduced |
| Clarius Group, LLC | 3,945 | $706.2K | 0.05% | −204−4.9% | Reduced |
| Renasant Bank | 3,948 | $709.3K | 0.47% | +2,577+188.0% | Added |
| Laurion Capital Management LP | 3,957 | $710.9K | 0.05% | −12,406−75.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,972 | $713.6K | 0.19% | −8−0.2% | Reduced |
| WBI Investments | 3,972 | $713.6K | 0.17% | +3,972 | New |
| Checchi Capital Advisers, LLC | 3,989 | $716.6K | 0.05% | +35+0.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $718.1K | 0.12% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $718.6K | 0.04% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,005 | $719.5K | 0.08% | −67−1.6% | Reduced |
| Avestar Capital, LLC | 4,011 | $720.6K | 0.08% | −11−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,583 | $725.1K | 0.09% | +75+2.1% | Added |
| Cullinan Associates Inc | 3,700 | $728.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,064 | $730.1K | 0.10% | +41+1.0% | Added |
| Principal Street Partners, LLC | 4,159 | $731.9K | 0.12% | −456−9.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,076 | $732.3K | 0.07% | −1,513−27.1% | Reduced |
| KMG Fiduciary Partners, LLC | 4,080 | $732.9K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,112 | $738.7K | 0.02% | +569+16.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,141 | $743.9K | 0.07% | −131−3.1% | Reduced |
| Aspire Private Capital, LLC | 4,147 | $745.0K | 0.18% | +767+22.7% | Added |
| KFG Wealth Management, LLC | 4,149 | $745.4K | 0.16% | −21−0.5% | Reduced |
| Net Worth Advisory Group | 4,168 | $748.8K | 0.22% | +4,168 | New |
| Stonebridge Capital Advisors LLC | 4,187 | $752.2K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,200 | $754.5K | 0.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,208 | $756.0K | 0.08% | −275−6.1% | Reduced |
| Summit Financial, LLC | 4,225 | $759.0K | 0.03% | +911+27.5% | Added |
| EverSource Wealth Advisors, LLC | 4,231 | $760.1K | 0.05% | +82+2.0% | Added |
| ERn Financial, LLC | 4,242 | $762.1K | 0.12% | +5+0.1% | Added |
| LMR Partners LLP | 4,265 | $766.2K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $768.9K | 0.15% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,293 | $771.0K | 0.05% | +2,007+87.8% | Added |
| St Germain D J Co Inc | 4,308 | $773.9K | 0.04% | −50−1.1% | Reduced |
| SlateStone Wealth, LLC | 4,308 | $774.0K | 0.07% | −1,000−18.8% | Reduced |
| Maxi Investments CY Ltd | 4,377 | $786.0K | 0.21% | +4,377 | New |
| Moody Lynn & Lieberson, LLC | 4,385 | $787.8K | 0.05% | +905+26.0% | Added |
| Riverwater Partners LLC | 4,328 | $789.6K | 0.39% | −71−1.6% | Reduced |
| First Heartland Consultants, Inc. | 4,395 | $790.0K | 0.09% | +221+5.3% | Added |
| Sargent Investment Group, LLC | 4,400 | $790.5K | 0.14% | −195−4.2% | Reduced |
| Sheets Smith Wealth Management | 4,401 | $790.6K | 0.10% | +10.0% | Added |
| HF Advisory Group, LLC | 4,418 | $793.7K | 0.37% | +270+6.5% | Added |
| Intellectus Partners, LLC | 4,425 | $795.0K | 0.20% | 00.0% | Unchanged |
| Dohj, LLC | 4,369 | $797.0K | 0.19% | +567+14.9% | Added |
| Conning Inc. | 4,463 | $801.8K | 0.03% | +276+6.6% | Added |
| LVM Capital Management Ltd | 5,400 | $805.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,486 | $805.9K | 0.12% | −230−4.9% | Reduced |
| Truvestments Capital LLC | 4,490 | $806.6K | 0.22% | −237−5.0% | Reduced |
| Advisors Capital Management, LLC | 4,490 | $807.0K | 0.01% | +275+6.5% | Added |
| Skopos Labs, Inc. | 4,507 | $809.7K | 0.27% | +300+7.1% | Added |
| Ellevest, Inc. | 4,510 | $810.2K | 0.04% | +53+1.2% | Added |
| Ariel Investments, LLC | 4,541 | $815.8K | 0.01% | −101−2.2% | Reduced |
| CFO4Life Group, LLC | 4,545 | $816.5K | 0.14% | −573−11.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,545 | $816.5K | 0.02% | +75+1.7% | Added |
| Ronald Blue Trust, Inc. | 5,490 | $818.2K | 0.01% | +3,642+197.1% | Added |
| Everhart Financial Group, Inc. | 4,555 | $818.3K | 0.18% | +1,954+75.1% | Added |
| Magnolia Capital Advisors LLC | 4,580 | $822.8K | 0.41% | −99−2.1% | Reduced |
| Ellis Investment Partners, LLC | 4,611 | $828.3K | 0.16% | −128−2.7% | Reduced |
| Roberts Glore & Co Inc | 4,618 | $829.6K | 0.24% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,653 | $835.9K | 0.10% | +4,042+661.5% | Added |
| Foundations Investment Advisors, LLC | 4,660 | $837.2K | 0.02% | +165+3.7% | Added |
| Crumly & Associates Inc. | 4,669 | $838.8K | 0.23% | −131−2.7% | Reduced |
| Capital Investment Advisors, LLC | 4,677 | $840.2K | 0.02% | −43−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,712 | $846.5K | 0.11% | +492+11.7% | Added |
| Optimum Investment Advisors | 4,715 | $847.0K | 0.37% | +350+8.0% | Added |
| Allred Capital Management, LLC | 4,722 | $848.3K | 0.33% | +245+5.5% | Added |
| Proequities, Inc. | 4,725 | $848.8K | 0.05% | +566+13.6% | Added |
| Neumann Capital Management, LLC | 4,740 | $851.5K | 0.28% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,758 | $854.8K | 0.14% | +1,854+63.8% | Added |
| 1st Source Bank | 4,760 | $855.1K | 0.05% | +105+2.3% | Added |
| Principle Wealth Partners LLC | 4,763 | $855.7K | 0.06% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,783 | $859.3K | 0.29% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,803 | $862.9K | 0.21% | +205+4.5% | Added |
| Allworth Financial LP | 4,808 | $863.8K | 0.01% | +510+11.9% | Added |
| Hilltop Holdings Inc. | 4,813 | $864.7K | 0.06% | +1,549+47.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,815 | $865.0K | 0.30% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,835 | $868.6K | 0.04% | +1,442+42.5% | Added |
| Mystic Asset Management, Inc. | 4,855 | $872.2K | 0.33% | +300+6.6% | Added |
| Sandy Cove Advisors, LLC | 4,860 | $873.1K | 0.36% | +69+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,867 | $874.4K | 0.04% | +1,542+46.4% | Added |
| Atomi Financial Group, Inc. | 4,894 | $879.2K | 0.05% | +753+18.2% | Added |
| GM Advisory Group, Inc. | 4,944 | $888.2K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 4,178 | $891.0K | 0.79% | −12−0.3% | Reduced |