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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 5,517 | $991.1K | 0.05% | −232−4.0% | Reduced |
| 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 |
| Syon Capital LLC | 5,488 | $985.9K | 0.09% | +20+0.4% | Added |
| Parsons Capital Management Inc | 5,455 | $980.0K | 0.06% | −70−1.3% | Reduced |
| United Community Bank | 5,444 | $978.0K | 0.38% | −56−1.0% | Reduced |
| Rehmann Capital Advisory Group | 5,404 | $970.8K | 0.06% | −461−7.9% | Reduced |
| Modera Wealth Management, LLC | 5,380 | $966.5K | 0.01% | +6+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 5,376 | $965.8K | 0.03% | +368+7.3% | Added |
| Sigma Planning Corp | 5,372 | $965.1K | 0.03% | +767+16.7% | Added |
| Regal Investment Advisors LLC | 5,356 | $962.2K | 0.07% | −3,411−38.9% | Reduced |
| Gamco Investors, Inc. Et Al | 5,350 | $961.1K | 0.01% | −800−13.0% | Reduced |
| Nicolet Bankshares Inc | 5,343 | $959.9K | 0.23% | −1,016−16.0% | Reduced |
| First Citizens Bank & Trust Co | 5,328 | $957.2K | 0.02% | +4+0.1% | Added |
| Forbes J M & Co LLP | 5,321 | $955.9K | 0.09% | +225+4.4% | Added |
| Townsend Asset Management Corp | 5,295 | $951.2K | 0.35% | −950−15.2% | Reduced |
| Atlas Capital Advisors LLC | 5,278 | $948.2K | 0.15% | −951−15.3% | Reduced |
| SkyView Investment Advisors, LLC | 5,275 | $948.0K | 0.16% | +223+4.4% | Added |
| Beacon Financial Group | 5,259 | $944.8K | 0.10% | +121+2.4% | Added |
| Baader Bank INC | 5,380 | $936.5K | 0.08% | +464+9.4% | Added |
| Oppenheimer & Co Inc | 5,201 | $934.4K | 0.01% | −5,194−50.0% | Reduced |
| Whittier Trust Co | 5,187 | $931.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,182 | $930.9K | 0.38% | −20−0.4% | Reduced |
| Forum Financial Management, LP | 5,154 | $925.9K | 0.02% | −4−0.1% | Reduced |
| DRW Securities, LLC | 5,116 | $919.1K | 0.05% | −315−5.8% | Reduced |
| Meridian Wealth Management, LLC | 5,038 | $905.1K | 0.04% | +5,038 | New |
| Trivant Custom Portfolio Group, LLC | 4,967 | $892.3K | 0.51% | +4,967 | New |
| US Asset Management LLC | 4,178 | $891.0K | 0.79% | −12−0.3% | Reduced |
| GM Advisory Group, Inc. | 4,944 | $888.2K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,894 | $879.2K | 0.05% | +753+18.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,867 | $874.4K | 0.04% | +1,542+46.4% | Added |
| Sandy Cove Advisors, LLC | 4,860 | $873.1K | 0.36% | +69+1.4% | Added |
| Mystic Asset Management, Inc. | 4,855 | $872.2K | 0.33% | +300+6.6% | Added |
| Waldron Private Wealth LLC | 4,835 | $868.6K | 0.04% | +1,442+42.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,815 | $865.0K | 0.30% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,813 | $864.7K | 0.06% | +1,549+47.5% | Added |
| Allworth Financial LP | 4,808 | $863.8K | 0.01% | +510+11.9% | Added |
| Drucker Wealth 3.0, LLC | 4,803 | $862.9K | 0.21% | +205+4.5% | Added |
| Chesapeake Wealth Management | 4,783 | $859.3K | 0.29% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,763 | $855.7K | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 4,760 | $855.1K | 0.05% | +105+2.3% | Added |
| Callan Family Office, LLC | 4,758 | $854.8K | 0.14% | +1,854+63.8% | Added |
| Neumann Capital Management, LLC | 4,740 | $851.5K | 0.28% | 00.0% | Unchanged |
| Proequities, Inc. | 4,725 | $848.8K | 0.05% | +566+13.6% | Added |
| Allred Capital Management, LLC | 4,722 | $848.3K | 0.33% | +245+5.5% | Added |
| Optimum Investment Advisors | 4,715 | $847.0K | 0.37% | +350+8.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,712 | $846.5K | 0.11% | +492+11.7% | Added |
| Capital Investment Advisors, LLC | 4,677 | $840.2K | 0.02% | −43−0.9% | Reduced |
| Crumly & Associates Inc. | 4,669 | $838.8K | 0.23% | −131−2.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,660 | $837.2K | 0.02% | +165+3.7% | Added |
| Leonteq Securities AG | 4,653 | $835.9K | 0.10% | +4,042+661.5% | Added |
| Roberts Glore & Co Inc | 4,618 | $829.6K | 0.24% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,611 | $828.3K | 0.16% | −128−2.7% | Reduced |
| Magnolia Capital Advisors LLC | 4,580 | $822.8K | 0.41% | −99−2.1% | Reduced |
| Everhart Financial Group, Inc. | 4,555 | $818.3K | 0.18% | +1,954+75.1% | Added |
| Ronald Blue Trust, Inc. | 5,490 | $818.2K | 0.01% | +3,642+197.1% | Added |
| 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 |
| Ariel Investments, LLC | 4,541 | $815.8K | 0.01% | −101−2.2% | Reduced |
| Ellevest, Inc. | 4,510 | $810.2K | 0.04% | +53+1.2% | Added |
| Skopos Labs, Inc. | 4,507 | $809.7K | 0.27% | +300+7.1% | Added |
| Advisors Capital Management, LLC | 4,490 | $807.0K | 0.01% | +275+6.5% | Added |
| Truvestments Capital LLC | 4,490 | $806.6K | 0.22% | −237−5.0% | Reduced |
| 9258 Wealth Management, LLC | 4,486 | $805.9K | 0.12% | −230−4.9% | Reduced |
| LVM Capital Management Ltd | 5,400 | $805.0K | 0.09% | 00.0% | Unchanged |
| Conning Inc. | 4,463 | $801.8K | 0.03% | +276+6.6% | Added |
| Dohj, LLC | 4,369 | $797.0K | 0.19% | +567+14.9% | Added |
| Intellectus Partners, LLC | 4,425 | $795.0K | 0.20% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,418 | $793.7K | 0.37% | +270+6.5% | Added |
| Sheets Smith Wealth Management | 4,401 | $790.6K | 0.10% | +10.0% | Added |
| Sargent Investment Group, LLC | 4,400 | $790.5K | 0.14% | −195−4.2% | Reduced |
| First Heartland Consultants, Inc. | 4,395 | $790.0K | 0.09% | +221+5.3% | Added |
| Riverwater Partners LLC | 4,328 | $789.6K | 0.39% | −71−1.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,385 | $787.8K | 0.05% | +905+26.0% | Added |
| Maxi Investments CY Ltd | 4,377 | $786.0K | 0.21% | +4,377 | New |
| SlateStone Wealth, LLC | 4,308 | $774.0K | 0.07% | −1,000−18.8% | Reduced |
| St Germain D J Co Inc | 4,308 | $773.9K | 0.04% | −50−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,293 | $771.0K | 0.05% | +2,007+87.8% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $768.9K | 0.15% | 00.0% | Unchanged |
| LMR Partners LLP | 4,265 | $766.2K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,242 | $762.1K | 0.12% | +5+0.1% | Added |
| EverSource Wealth Advisors, LLC | 4,231 | $760.1K | 0.05% | +82+2.0% | Added |
| Summit Financial, LLC | 4,225 | $759.0K | 0.03% | +911+27.5% | Added |
| Caldwell Trust Co | 4,208 | $756.0K | 0.08% | −275−6.1% | Reduced |
| Citizens National Bank Trust Department | 4,200 | $754.5K | 0.16% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,187 | $752.2K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,168 | $748.8K | 0.22% | +4,168 | New |
| KFG Wealth Management, LLC | 4,149 | $745.4K | 0.16% | −21−0.5% | Reduced |
| Aspire Private Capital, LLC | 4,147 | $745.0K | 0.18% | +767+22.7% | Added |
| Strategic Wealth Partners, Ltd. | 4,141 | $743.9K | 0.07% | −131−3.1% | Reduced |
| Ritholtz Wealth Management | 4,112 | $738.7K | 0.02% | +569+16.1% | Added |
| KMG Fiduciary Partners, LLC | 4,080 | $732.9K | 0.06% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,076 | $732.3K | 0.07% | −1,513−27.1% | Reduced |
| Principal Street Partners, LLC | 4,159 | $731.9K | 0.12% | −456−9.9% | Reduced |
| Parkside Financial Bank & Trust | 4,064 | $730.1K | 0.10% | +41+1.0% | Added |
| Cullinan Associates Inc | 3,700 | $728.7K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,583 | $725.1K | 0.09% | +75+2.1% | Added |
| Avestar Capital, LLC | 4,011 | $720.6K | 0.08% | −11−0.3% | Reduced |
| Vista Capital Partners, Inc. | 4,005 | $719.5K | 0.08% | −67−1.6% | Reduced |
| RBF Capital, LLC | 4,000 | $718.6K | 0.04% | 00.0% | Unchanged |