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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 4,967 | $892.3K | 0.51% | +4,967 | New |
| Meridian Wealth Management, LLC | 5,038 | $905.1K | 0.04% | +5,038 | New |
| DRW Securities, LLC | 5,116 | $919.1K | 0.05% | −315−5.8% | Reduced |
| Forum Financial Management, LP | 5,154 | $925.9K | 0.02% | −4−0.1% | Reduced |
| Cape Investment Advisory, Inc. | 5,182 | $930.9K | 0.38% | −20−0.4% | Reduced |
| Whittier Trust Co | 5,187 | $931.8K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,201 | $934.4K | 0.01% | −5,194−50.0% | Reduced |
| Baader Bank INC | 5,380 | $936.5K | 0.08% | +464+9.4% | Added |
| Beacon Financial Group | 5,259 | $944.8K | 0.10% | +121+2.4% | Added |
| SkyView Investment Advisors, LLC | 5,275 | $948.0K | 0.16% | +223+4.4% | Added |
| Atlas Capital Advisors LLC | 5,278 | $948.2K | 0.15% | −951−15.3% | Reduced |
| Townsend Asset Management Corp | 5,295 | $951.2K | 0.35% | −950−15.2% | Reduced |
| Forbes J M & Co LLP | 5,321 | $955.9K | 0.09% | +225+4.4% | Added |
| First Citizens Bank & Trust Co | 5,328 | $957.2K | 0.02% | +4+0.1% | Added |
| Nicolet Bankshares Inc | 5,343 | $959.9K | 0.23% | −1,016−16.0% | Reduced |
| Gamco Investors, Inc. Et Al | 5,350 | $961.1K | 0.01% | −800−13.0% | Reduced |
| Regal Investment Advisors LLC | 5,356 | $962.2K | 0.07% | −3,411−38.9% | Reduced |
| Sigma Planning Corp | 5,372 | $965.1K | 0.03% | +767+16.7% | Added |
| Parallax Volatility Advisers, L.P. | 5,376 | $965.8K | 0.03% | +368+7.3% | Added |
| Modera Wealth Management, LLC | 5,380 | $966.5K | 0.01% | +6+0.1% | Added |
| Rehmann Capital Advisory Group | 5,404 | $970.8K | 0.06% | −461−7.9% | Reduced |
| United Community Bank | 5,444 | $978.0K | 0.38% | −56−1.0% | Reduced |
| Parsons Capital Management Inc | 5,455 | $980.0K | 0.06% | −70−1.3% | Reduced |
| Syon Capital LLC | 5,488 | $985.9K | 0.09% | +20+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,495 | $987.2K | 0.13% | −886−13.9% | Reduced |
| Westpac Banking Corp | 5,495 | $987.2K | 0.07% | +1,131+25.9% | Added |
| Integrated Advisors Network LLC | 5,517 | $991.1K | 0.05% | −232−4.0% | Reduced |
| Evergreen Capital Management LLC | 5,590 | $1.00M | 0.03% | +273+5.1% | Added |
| nVerses Capital, LLC | 5,600 | $1.01M | 0.46% | +1,700+43.6% | Added |
| Shepherd Financial Partners LLC | 5,622 | $1.01M | 0.12% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,667 | $1.02M | 0.01% | −250−4.2% | Reduced |
| CSS LLC | 5,700 | $1.02M | 0.06% | −1,700−23.0% | Reduced |
| Kowal Investment Group, LLC | 5,757 | $1.03M | 0.19% | −63−1.1% | Reduced |
| Johnson Financial Group, Inc. | 5,793 | $1.04M | 0.05% | −150−2.5% | Reduced |
| Eqis Capital Management, Inc. | 5,802 | $1.04M | 0.08% | −122−2.1% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $1.04M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,819 | $1.05M | 0.02% | +403+7.4% | Added |
| Ameritas Investment Partners, Inc. | 5,831 | $1.05M | 0.03% | −326−5.3% | Reduced |
| Copperwynd Financial, LLC | 5,836 | $1.05M | 0.32% | +185+3.3% | Added |
| Williamson Legacy Group, LLC | 5,860 | $1.05M | 0.70% | +1,786+43.8% | Added |
| Schechter Investment Advisors, LLC | 5,876 | $1.06M | 0.08% | −374−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,894 | $1.06M | 0.02% | −82−1.4% | Reduced |
| Groupama Asset Managment | 7,360 | $1.06M | 0.03% | +35+0.5% | Added |
| Frank, Rimerman Advisors LLC | 5,912 | $1.06M | 0.08% | +37+0.6% | Added |
| Prentiss Smith & Co Inc | 5,957 | $1.07M | 0.69% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,958 | $1.07M | 0.19% | −154−2.5% | Reduced |
| Perkins Coie Trust Co | 5,990 | $1.08M | 0.24% | +4,089+215.1% | Added |
| Fortem Financial Group, LLC | 5,990 | $1.08M | 0.44% | +5,990 | New |
| Kingsview Wealth Management, LLC | 6,035 | $1.08M | 0.02% | +192+3.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,057 | $1.09M | 0.03% | −24−0.4% | Reduced |
| Stonebrook Private Inc. | 6,068 | $1.09M | 0.29% | +112+1.9% | Added |
| Vise Technologies, Inc. | 6,090 | $1.09M | 0.14% | +3,446+130.3% | Added |
| Aurora Investment Counsel | 6,203 | $1.11M | 0.60% | −23−0.4% | Reduced |
| Mutual Advisors, LLC | 5,507 | $1.12M | 0.03% | +290+5.6% | Added |
| Certified Advisory Corp | 6,238 | $1.12M | 0.12% | −82−1.3% | Reduced |
| Eukles Asset Management | 6,247 | $1.12M | 0.45% | +84+1.4% | Added |
| Synergy Financial Management, LLC | 6,250 | $1.12M | 0.17% | −1,730−21.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,266 | $1.13M | 0.14% | −123−1.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,300 | $1.13M | 0.25% | +1,700+37.0% | Added |
| Boston Trust Walden Corp | 6,308 | $1.13M | 0.01% | +333+5.6% | Added |
| Arcataur Capital Management LLC | 6,363 | $1.14M | 0.39% | −2,491−28.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,373 | $1.14M | 0.02% | −3,371−34.6% | Reduced |
| Westover Capital Advisors, LLC | 6,374 | $1.15M | 0.22% | +6,374 | New |
| Financial Advocates Investment Management | 6,375 | $1.15M | 0.06% | −54−0.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,382 | $1.15M | 0.44% | +20.0% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.15M | 0.66% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,220 | $1.15M | 0.07% | +931+17.6% | Added |
| Central Bank & Trust Co | 6,423 | $1.15M | 0.16% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,460 | $1.16M | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,520 | $1.16M | 0.13% | −61−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,489 | $1.17M | 0.07% | −268−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 6,494 | $1.17M | 0.05% | +95+1.5% | Added |
| VeraBank, N.A. | 6,505 | $1.17M | 0.34% | −300−4.4% | Reduced |
| NBT Bank N A | 6,506 | $1.17M | 0.08% | −4−0.1% | Reduced |
| Tectonic Advisors LLC | 6,510 | $1.17M | 0.08% | −378−5.5% | Reduced |
| Washington Trust Co | 6,543 | $1.18M | 0.04% | −1,352−17.1% | Reduced |
| Pinebridge Investments, L.P. | 6,576 | $1.18M | 0.01% | −69,699−91.4% | Reduced |
| Quadrant Capital Group LLC | 6,648 | $1.19M | 0.08% | +60+0.9% | Added |
| Boston Family Office LLC | 6,672 | $1.20M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,694 | $1.20M | 0.04% | +133+2.0% | Added |
| Koshinski Asset Management, Inc. | 6,734 | $1.21M | 0.10% | +390+6.1% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.21M | 0.97% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,782 | $1.22M | 0.12% | +150+2.3% | Added |
| HBK Sorce Advisory LLC | 6,791 | $1.22M | 0.04% | −50−0.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,836 | $1.23M | 0.03% | −104−1.5% | Reduced |
| Empower Advisory Group, LLC | 6,887 | $1.24M | 0.00% | −622−8.3% | Reduced |
| Transcend Wealth Collective, LLC | 6,969 | $1.25M | 0.08% | +11+0.2% | Added |
| Brown Capital Management LLC | 6,989 | $1.26M | 0.03% | −53−0.8% | Reduced |
| Legacy Trust | 7,006 | $1.26M | 0.29% | −106−1.5% | Reduced |
| Park Place Capital Corp | 7,008 | $1.26M | 0.36% | +2,794+66.3% | Added |
| David Loasby | 6,939 | $1.27M | 0.12% | +1,131+19.5% | Added |
| Peoples Bank | 7,150 | $1.28M | 0.66% | −300−4.0% | Reduced |
| RIA Advisory Group LLC | 7,171 | $1.29M | 0.45% | +7,171 | New |
| Sapient Capital LLC | 7,202 | $1.29M | 0.03% | +7,202 | New |
| Court Place Advisors, LLC | 7,248 | $1.30M | 0.38% | −310−4.1% | Reduced |
| Dean Investment Associates, LLC | 7,280 | $1.31M | 0.18% | −689−8.6% | Reduced |
| AlTi Global, Inc. | 7,312 | $1.31M | 0.03% | −693−8.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,332 | $1.32M | 0.37% | −437−5.6% | Reduced |
| RDA Financial Network | 7,332 | $1.32M | 0.41% | +262+3.7% | Added |
| Trust Asset Management LLC | 7,339 | $1.32M | 0.11% | −61−0.8% | Reduced |