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 |
|---|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 8,024 | $1.44M | 0.64% | +389+5.1% | Added |
| Merit Financial Group, LLC | 8,020 | $1.44M | 0.03% | −1,344−14.4% | Reduced |
| Grimes & Company, Inc. | 7,962 | $1.43M | 0.04% | −50−0.6% | Reduced |
| Convergence Financial, LLC | 7,923 | $1.42M | 0.30% | +3,006+61.1% | Added |
| Chicago Trust Co NA | 7,919 | $1.42M | 0.25% | +334+4.4% | Added |
| Ballentine Partners, LLC | 7,914 | $1.42M | 0.02% | −47−0.6% | Reduced |
| Centiva Capital, LP | 7,910 | $1.42M | 0.06% | −21,972−73.5% | Reduced |
| Haverford Trust Co | 7,838 | $1.41M | 0.01% | +42+0.5% | Added |
| Horizon Investments, LLC | 7,829 | $1.41M | 0.04% | −872−10.0% | Reduced |
| Smartleaf Asset Management LLC | 7,882 | $1.41M | 0.17% | +1,947+32.8% | Added |
| Intelligence Driven Advisers, LLC | 7,793 | $1.40M | 0.20% | +112+1.5% | Added |
| Farther Finance Advisors, LLC | 7,782 | $1.40M | 0.05% | +326+4.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.39M | 0.60% | 00.0% | Unchanged |
| First Nebraska Trust Co | 7,735 | $1.39M | 0.14% | +100+1.3% | Added |
| Anchor Capital Advisors LLC | 7,715 | $1.39M | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,682 | $1.38M | 0.04% | +897+13.2% | Added |
| Gould Capital, LLC | 7,595 | $1.36M | 0.90% | +44+0.6% | Added |
| Bowman & Co S.C. | 7,569 | $1.36M | 0.71% | +725+10.6% | Added |
| True North Advisors, LLC | 7,559 | $1.36M | 0.36% | +10.0% | Added |
| Maia Wealth LLC | 6,657 | $1.35M | 0.33% | +799+13.6% | Added |
| Legend Financial Advisors, Inc. | 7,526 | $1.35M | 0.93% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,493 | $1.35M | 0.08% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7,435 | $1.34M | 0.58% | +327+4.6% | Added |
| IFP Advisors, Inc | 7,418 | $1.33M | 0.05% | −360−4.6% | Reduced |
| Spinnaker Trust | 7,371 | $1.32M | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,367 | $1.32M | 0.04% | +24+0.3% | Added |
| 17 Capital Partners, LLC | 7,363 | $1.32M | 0.86% | +2,106+40.1% | Added |
| Trust Asset Management LLC | 7,339 | $1.32M | 0.11% | −61−0.8% | 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 |
| AlTi Global, Inc. | 7,312 | $1.31M | 0.03% | −693−8.7% | Reduced |
| Dean Investment Associates, LLC | 7,280 | $1.31M | 0.18% | −689−8.6% | Reduced |
| Court Place Advisors, LLC | 7,248 | $1.30M | 0.38% | −310−4.1% | Reduced |
| Sapient Capital LLC | 7,202 | $1.29M | 0.03% | +7,202 | New |
| RIA Advisory Group LLC | 7,171 | $1.29M | 0.45% | +7,171 | New |
| Peoples Bank | 7,150 | $1.28M | 0.66% | −300−4.0% | Reduced |
| David Loasby | 6,939 | $1.27M | 0.12% | +1,131+19.5% | Added |
| Park Place Capital Corp | 7,008 | $1.26M | 0.36% | +2,794+66.3% | Added |
| Legacy Trust | 7,006 | $1.26M | 0.29% | −106−1.5% | Reduced |
| Brown Capital Management LLC | 6,989 | $1.26M | 0.03% | −53−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 6,969 | $1.25M | 0.08% | +11+0.2% | Added |
| Empower Advisory Group, LLC | 6,887 | $1.24M | 0.00% | −622−8.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,836 | $1.23M | 0.03% | −104−1.5% | Reduced |
| HBK Sorce Advisory LLC | 6,791 | $1.22M | 0.04% | −50−0.7% | Reduced |
| Smith, Moore & Co. | 6,782 | $1.22M | 0.12% | +150+2.3% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.21M | 0.97% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,734 | $1.21M | 0.10% | +390+6.1% | Added |
| NorthRock Partners, LLC | 6,694 | $1.20M | 0.04% | +133+2.0% | Added |
| Boston Family Office LLC | 6,672 | $1.20M | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,648 | $1.19M | 0.08% | +60+0.9% | Added |
| Pinebridge Investments, L.P. | 6,576 | $1.18M | 0.01% | −69,699−91.4% | Reduced |
| Washington Trust Co | 6,543 | $1.18M | 0.04% | −1,352−17.1% | Reduced |
| Tectonic Advisors LLC | 6,510 | $1.17M | 0.08% | −378−5.5% | Reduced |
| NBT Bank N A | 6,506 | $1.17M | 0.08% | −4−0.1% | Reduced |
| VeraBank, N.A. | 6,505 | $1.17M | 0.34% | −300−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 6,494 | $1.17M | 0.05% | +95+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,489 | $1.17M | 0.07% | −268−4.0% | Reduced |
| Voya Financial Advisors, Inc. | 6,520 | $1.16M | 0.13% | −61−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,460 | $1.16M | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,423 | $1.15M | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,220 | $1.15M | 0.07% | +931+17.6% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.15M | 0.66% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,382 | $1.15M | 0.44% | +20.0% | Added |
| Financial Advocates Investment Management | 6,375 | $1.15M | 0.06% | −54−0.8% | Reduced |
| Westover Capital Advisors, LLC | 6,374 | $1.15M | 0.22% | +6,374 | New |
| Kestra Private Wealth Services, LLC | 6,373 | $1.14M | 0.02% | −3,371−34.6% | Reduced |
| Arcataur Capital Management LLC | 6,363 | $1.14M | 0.39% | −2,491−28.1% | Reduced |
| Boston Trust Walden Corp | 6,308 | $1.13M | 0.01% | +333+5.6% | Added |
| Catalyst Funds Management Pty Ltd | 6,300 | $1.13M | 0.25% | +1,700+37.0% | Added |
| Institute for Wealth Management, LLC. | 6,266 | $1.13M | 0.14% | −123−1.9% | Reduced |
| Synergy Financial Management, LLC | 6,250 | $1.12M | 0.17% | −1,730−21.7% | Reduced |
| Eukles Asset Management | 6,247 | $1.12M | 0.45% | +84+1.4% | Added |
| Certified Advisory Corp | 6,238 | $1.12M | 0.12% | −82−1.3% | Reduced |
| Mutual Advisors, LLC | 5,507 | $1.12M | 0.03% | +290+5.6% | Added |
| Aurora Investment Counsel | 6,203 | $1.11M | 0.60% | −23−0.4% | Reduced |
| Vise Technologies, Inc. | 6,090 | $1.09M | 0.14% | +3,446+130.3% | Added |
| Stonebrook Private Inc. | 6,068 | $1.09M | 0.29% | +112+1.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,057 | $1.09M | 0.03% | −24−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 6,035 | $1.08M | 0.02% | +192+3.3% | Added |
| Fortem Financial Group, LLC | 5,990 | $1.08M | 0.44% | +5,990 | New |
| Perkins Coie Trust Co | 5,990 | $1.08M | 0.24% | +4,089+215.1% | Added |
| Cigna Investments Inc | 5,958 | $1.07M | 0.19% | −154−2.5% | Reduced |
| Prentiss Smith & Co Inc | 5,957 | $1.07M | 0.69% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,912 | $1.06M | 0.08% | +37+0.6% | Added |
| Groupama Asset Managment | 7,360 | $1.06M | 0.03% | +35+0.5% | Added |
| Stratos Wealth Partners, LTD. | 5,894 | $1.06M | 0.02% | −82−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,876 | $1.06M | 0.08% | −374−6.0% | Reduced |
| Williamson Legacy Group, LLC | 5,860 | $1.05M | 0.70% | +1,786+43.8% | Added |
| Copperwynd Financial, LLC | 5,836 | $1.05M | 0.32% | +185+3.3% | Added |
| Ameritas Investment Partners, Inc. | 5,831 | $1.05M | 0.03% | −326−5.3% | Reduced |
| Parallel Advisors, LLC | 5,819 | $1.05M | 0.02% | +403+7.4% | Added |
| Boston Common Asset Management, LLC | 5,804 | $1.04M | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,802 | $1.04M | 0.08% | −122−2.1% | Reduced |
| Johnson Financial Group, Inc. | 5,793 | $1.04M | 0.05% | −150−2.5% | Reduced |
| Kowal Investment Group, LLC | 5,757 | $1.03M | 0.19% | −63−1.1% | Reduced |
| CSS LLC | 5,700 | $1.02M | 0.06% | −1,700−23.0% | Reduced |
| Beacon Pointe Advisors, LLC | 5,667 | $1.02M | 0.01% | −250−4.2% | Reduced |
| Shepherd Financial Partners LLC | 5,622 | $1.01M | 0.12% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,600 | $1.01M | 0.46% | +1,700+43.6% | Added |
| Evergreen Capital Management LLC | 5,590 | $1.00M | 0.03% | +273+5.1% | Added |