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 |
|---|---|---|---|---|---|
| 17 Capital Partners, LLC | 7,363 | $1.32M | 0.86% | +2,106+40.1% | Added |
| Wesbanco Bank Inc | 7,367 | $1.32M | 0.04% | +24+0.3% | Added |
| Spinnaker Trust | 7,371 | $1.32M | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,418 | $1.33M | 0.05% | −360−4.6% | Reduced |
| Unique Wealth Strategies, LLC | 7,435 | $1.34M | 0.58% | +327+4.6% | Added |
| Meritage Portfolio Management | 7,493 | $1.35M | 0.08% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7,526 | $1.35M | 0.93% | 00.0% | Unchanged |
| Maia Wealth LLC | 6,657 | $1.35M | 0.33% | +799+13.6% | Added |
| True North Advisors, LLC | 7,559 | $1.36M | 0.36% | +10.0% | Added |
| Bowman & Co S.C. | 7,569 | $1.36M | 0.71% | +725+10.6% | Added |
| Gould Capital, LLC | 7,595 | $1.36M | 0.90% | +44+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,682 | $1.38M | 0.04% | +897+13.2% | Added |
| Anchor Capital Advisors LLC | 7,715 | $1.39M | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 7,735 | $1.39M | 0.14% | +100+1.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.39M | 0.60% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,782 | $1.40M | 0.05% | +326+4.4% | Added |
| Intelligence Driven Advisers, LLC | 7,793 | $1.40M | 0.20% | +112+1.5% | Added |
| Smartleaf Asset Management LLC | 7,882 | $1.41M | 0.17% | +1,947+32.8% | Added |
| Horizon Investments, LLC | 7,829 | $1.41M | 0.04% | −872−10.0% | Reduced |
| Haverford Trust Co | 7,838 | $1.41M | 0.01% | +42+0.5% | Added |
| Centiva Capital, LP | 7,910 | $1.42M | 0.06% | −21,972−73.5% | Reduced |
| Ballentine Partners, LLC | 7,914 | $1.42M | 0.02% | −47−0.6% | Reduced |
| Chicago Trust Co NA | 7,919 | $1.42M | 0.25% | +334+4.4% | Added |
| Convergence Financial, LLC | 7,923 | $1.42M | 0.30% | +3,006+61.1% | Added |
| Grimes & Company, Inc. | 7,962 | $1.43M | 0.04% | −50−0.6% | Reduced |
| Merit Financial Group, LLC | 8,020 | $1.44M | 0.03% | −1,344−14.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,024 | $1.44M | 0.64% | +389+5.1% | Added |
| Darwin Advisors, LLC | 8,067 | $1.45M | 0.40% | +8,067 | New |
| Williams Jones Wealth Management, LLC. | 8,069 | $1.45M | 0.02% | +40.0% | Added |
| JGP Wealth Management, LLC | 8,084 | $1.45M | 0.19% | +319+4.1% | Added |
| Pflug Koory, LLC | 8,165 | $1.47M | 0.72% | +8,165 | New |
| Brown Brothers Harriman & Co | 8,180 | $1.47M | 0.01% | +133+1.7% | Added |
| Flputnam Investment Management Co | 10,013 | $1.47M | 0.03% | +1,529+18.0% | Added |
| Lederer & Associates Investment Counsel | 8,220 | $1.48M | 1.04% | −152−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 8,270 | $1.49M | 0.13% | +7+0.1% | Added |
| Acadian Asset Management LLC | 8,347 | $1.50M | 0.00% | −12,058−59.1% | Reduced |
| Abacus Planning Group, Inc. | 8,364 | $1.50M | 0.27% | +919+12.3% | Added |
| Addison Advisors LLC | 8,397 | $1.51M | 0.42% | 00.0% | Unchanged |
| Wexford Capital LP | 8,419 | $1.51M | 0.36% | +8,419 | New |
| Lebenthal Global Advisors, LLC | 8,428 | $1.51M | 0.31% | −31−0.4% | Reduced |
| Integral Investment Advisors, Inc. | 8,436 | $1.52M | 0.51% | +236+2.9% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.52M | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 8,533 | $1.53M | 0.20% | −5,866−40.7% | Reduced |
| Landaas & Co | 8,561 | $1.54M | 0.43% | +2,248+35.6% | Added |
| Radnor Capital Management, LLC | 8,588 | $1.54M | 0.23% | +8,588 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,593 | $1.54M | 0.03% | +5,367+166.4% | Added |
| AustralianSuper Pty Ltd | 8,604 | $1.55M | 0.01% | +8,604 | New |
| Owen LaRue, LLC | 8,629 | $1.55M | 0.82% | +8,629 | New |
| Oddo BHF Asset Management SAS | 8,678 | $1.56M | 0.08% | +8,678 | New |
| Miracle Mile Advisors, LLC | 8,695 | $1.56M | 0.04% | +777+9.8% | Added |
| Evoke Wealth, LLC | 8,708 | $1.56M | 0.04% | +8,708 | New |
| Freestone Capital Holdings, LLC | 8,713 | $1.57M | 0.05% | +9+0.1% | Added |
| Delphi Management Inc | 8,767 | $1.57M | 1.43% | −1,504−14.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,781 | $1.58M | 0.02% | +398+4.7% | Added |
| Brevan Howard Capital Management LP | 8,791 | $1.58M | 0.08% | −21,103−70.6% | Reduced |
| Moody National Bank Trust Division | 8,795 | $1.58M | 0.17% | −397−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,798 | $1.58M | 0.34% | +8,798 | New |
| Semmax Financial Advisors Inc. | 7,406 | $1.59M | 0.44% | −141−1.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,827 | $1.59M | 0.06% | −1,626−15.6% | Reduced |
| Centurion Wealth Management LLC | 8,828 | $1.59M | 0.51% | +8,828 | New |
| Key Financial Inc | 8,834 | $1.59M | 0.35% | +22+0.2% | Added |
| Act Two Investors LLC | 8,894 | $1.60M | 0.30% | +7,099+395.5% | Added |
| Ferguson Wellman Capital Management, Inc | 8,918 | $1.60M | 0.03% | +100+1.1% | Added |
| Lionsbridge Wealth Management LLC | 8,981 | $1.61M | 1.27% | −314−3.4% | Reduced |
| Callahan Advisors, LLC | 8,985 | $1.61M | 0.16% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 9,034 | $1.62M | 0.40% | −1,053−10.4% | Reduced |
| Focus Financial Network, Inc. | 9,079 | $1.63M | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 9,088 | $1.63M | 0.06% | +1,405+18.3% | Added |
| Profund Advisors LLC | 9,098 | $1.63M | 0.06% | +285+3.2% | Added |
| Dynamic Advisor Solutions LLC | 9,247 | $1.66M | 0.05% | +393+4.4% | Added |
| First Interstate Bank | 9,281 | $1.67M | 0.10% | +10.0% | Added |
| Dorchester Wealth Management Co | 9,297 | $1.67M | 0.30% | −925−9.0% | Reduced |
| Empowered Funds, LLC | 9,328 | $1.68M | 0.03% | +626+7.2% | Added |
| Ifrah Financial Services, Inc. | 9,335 | $1.68M | 0.45% | −204−2.1% | Reduced |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.81% | +1,363+11.3% | Added |
| Johnson Investment Counsel Inc | 9,397 | $1.69M | 0.02% | −423−4.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.69M | 0.47% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,506 | $1.71M | 0.02% | +631+7.1% | Added |
| National Asset Management, Inc. | 9,437 | $1.72M | 0.05% | −9,231−49.4% | Reduced |
| Palouse Capital Management, Inc. | 9,590 | $1.72M | 1.09% | −453−4.5% | Reduced |
| Archford Capital Strategies, LLC | 8,942 | $1.73M | 0.26% | +206+2.4% | Added |
| Pitcairn Co | 9,643 | $1.73M | 0.10% | −581−5.7% | Reduced |
| Redwood Investment Management, LLC | 9,747 | $1.74M | 0.15% | −190−1.9% | Reduced |
| Andra AP-fonden | 9,695 | $1.74M | 0.03% | −45,600−82.5% | Reduced |
| Yarbrough Capital, LLC | 9,756 | $1.75M | 0.07% | −3,204−24.7% | Reduced |
| Exchange Traded Concepts, LLC | 9,772 | $1.76M | 0.04% | −1,214−11.1% | Reduced |
| Montecito Bank & Trust | 9,775 | $1.76M | 0.30% | +25+0.3% | Added |
| Manchester Capital Management LLC | 9,782 | $1.76M | 0.21% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,786 | $1.76M | 0.09% | +163+1.7% | Added |
| Veracity Capital LLC | 9,806 | $1.76M | 0.67% | −3,552−26.6% | Reduced |
| Independent Advisor Alliance | 9,814 | $1.76M | 0.06% | −127−1.3% | Reduced |
| Wedbush Securities Inc | 9,950 | $1.79M | 0.07% | −3,525−26.2% | Reduced |
| Great Lakes Advisors, LLC | 9,987 | $1.79M | 0.02% | +7,086+244.3% | Added |
| Capital International Sarl | 10,000 | $1.80M | 0.05% | +3,355+50.5% | Added |
| China Universal Asset Management Co., Ltd. | 10,000 | $1.80M | 0.20% | +10,000 | New |
| Black Creek Investment Management Inc. | 10,038 | $1.80M | 0.06% | +10,038 | New |
| HighVista Strategies LLC | 10,053 | $1.81M | 0.62% | −5,500−35.4% | Reduced |
| Harbour Investments, Inc. | 10,064 | $1.81M | 0.05% | +75+0.8% | Added |
| ICW Investment Advisors LLC | 10,098 | $1.81M | 0.76% | +134+1.3% | Added |
| Embree Financial Group | 10,100 | $1.81M | 0.32% | −150−1.5% | Reduced |