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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $718.1K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,989 | $716.6K | 0.05% | +35+0.9% | Added |
| 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 |
| Laurion Capital Management LP | 3,957 | $710.9K | 0.05% | −12,406−75.8% | Reduced |
| Renasant Bank | 3,948 | $709.3K | 0.47% | +2,577+188.0% | Added |
| Clarius Group, LLC | 3,945 | $706.2K | 0.05% | −204−4.9% | Reduced |
| Outlook Wealth Advisors, LLC | 3,930 | $706.0K | 0.20% | −75−1.9% | Reduced |
| Signal Advisors Wealth, LLC | 3,906 | $701.7K | 0.10% | +3,906 | New |
| Madrona Financial Services, LLC | 3,905 | $701.5K | 0.19% | −2−0.1% | Reduced |
| 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 |
| Connective Portfolio Management, LLC | 3,500 | $697.3K | 1.36% | +3,500 | New |
| Bank of Stockton | 3,881 | $697.2K | 0.21% | −316−7.5% | Reduced |
| Copperleaf Capital, LLC | 3,880 | $697.0K | 0.53% | −106−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 3,833 | $688.6K | 0.11% | +11+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 3,818 | $686.0K | 0.00% | +757+24.7% | Added |
| Zimmermann Investment Management & Planning LLC | 3,814 | $685.2K | 0.21% | +287+8.1% | Added |
| Opal Wealth Advisors, LLC | 3,807 | $683.9K | 0.21% | −249−6.1% | Reduced |
| Alpha Family Trust | 3,805 | $683.6K | 0.38% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,420 | $683.4K | 0.30% | +828+31.9% | 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 |
| Holderness Investments Co | 3,799 | $682.5K | 0.15% | +234+6.6% | Added |
| Jump Financial, LLC | 3,773 | $677.8K | 0.01% | −808−17.6% | Reduced |
| Howard Capital Management Inc. | 3,765 | $676.4K | 0.01% | +3,765 | New |
| Citadel Investment Advisory, Inc. | 3,740 | $672.0K | 0.35% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,682 | $661.5K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,661 | $657.8K | 0.02% | +417+12.9% | Added |
| Ironsides Asset Advisors, LLC | 3,635 | $653.0K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,607 | $648.0K | 0.06% | +560+18.4% | Added |
| Lafayette Investments, Inc. | 3,599 | $646.6K | 0.14% | −275−7.1% | Reduced |
| MONECO Advisors, LLC | 3,592 | $645.3K | 0.08% | +80+2.3% | Added |
| Evergreen Wealth Solutions, LLC | 3,585 | $644.0K | 0.44% | −555−13.4% | Reduced |
| Miramar Capital, LLC | 3,575 | $642.2K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,564 | $640.3K | 0.03% | +14+0.4% | Added |
| Chicago Capital, LLC | 3,551 | $637.9K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,550 | $637.8K | 0.08% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,548 | $637.4K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,503 | $629.3K | 0.46% | −280−7.4% | Reduced |
| GeoWealth Management, LLC | 3,497 | $628.2K | 0.02% | −500−12.5% | Reduced |
| CenterBook Partners LP | 3,492 | $627.3K | 0.04% | −31,379−90.0% | Reduced |
| Congress Wealth Management LLC | 3,471 | $623.7K | 0.01% | +431+14.2% | Added |
| Caption Management, LLC | 3,450 | $619.8K | 0.07% | +3,450 | New |
| MMBG Investment Advisors Co. | 3,450 | $619.8K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,446 | $619.1K | 0.04% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,446 | $619.1K | 0.06% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,420 | $614.4K | 0.31% | 00.0% | Unchanged |
| Vista Investment Management | 3,419 | $614.2K | 0.23% | −331−8.8% | Reduced |
| Twin City Private Wealth, LLC | 3,399 | $610.6K | 0.53% | +12+0.4% | Added |
| PDS Planning, Inc | 3,397 | $610.3K | 0.05% | +532+18.6% | Added |
| BSW Wealth Partners | 3,383 | $607.8K | 0.09% | +314+10.2% | Added |
| Sompo Asset Management Co., Ltd. | 3,380 | $607.2K | 0.10% | −420−11.1% | Reduced |
| Advisor Resource Council | 3,380 | $607.2K | 0.28% | +3,380 | New |
| Capital International Inc | 3,340 | $600.0K | 0.01% | +16+0.5% | Added |
| Cookson Peirce & Co Inc | 3,306 | $593.9K | 0.03% | −68−2.0% | Reduced |
| Financial Insights, Inc. | 3,293 | $591.6K | 0.19% | −2,510−43.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,280 | $589.3K | 0.25% | −365−10.0% | Reduced |
| TD Private Client Wealth LLC | 3,280 | $589.3K | 0.02% | +74+2.3% | Added |
| Flagship Harbor Advisors, LLC | 3,269 | $587.2K | 0.03% | −28−0.8% | Reduced |
| Matisse Capital | 3,248 | $583.5K | 0.28% | 00.0% | Unchanged |
| First Manhattan Co | 3,235 | $581.2K | 0.00% | +71+2.2% | Added |
| Commerzbank Aktiengesellschaft | 3,221 | $579.0K | 0.02% | +943+41.4% | Added |
| Beacon Financial Advisory LLC | 3,217 | $577.9K | 0.20% | +29+0.9% | Added |
| Optas, LLC | 3,216 | $577.8K | 0.13% | +54+1.7% | Added |
| Marotta Asset Management | 3,211 | $576.9K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,200 | $574.9K | 0.11% | −1,600−33.3% | Reduced |
| Naples Global Advisors, LLC | 3,190 | $573.1K | 0.05% | −21−0.7% | Reduced |
| Perigon Wealth Management, LLC | 3,182 | $571.6K | 0.02% | +224+7.6% | Added |
| SkyOak Wealth, LLC | 3,163 | $568.2K | 0.13% | −61−1.9% | Reduced |
| Talon Private Wealth, LLC | 3,148 | $565.5K | 0.12% | +3,148 | New |
| Waypoint Capital Advisors, LLC | 3,118 | $560.1K | 0.12% | +51+1.7% | Added |
| Pointe Capital Management LLC | 3,102 | $557.3K | 0.33% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,100 | $556.9K | 0.13% | −52−1.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,097 | $556.4K | 0.19% | −12−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,096 | $556.2K | 0.04% | −1,167−27.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $553.5K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $553.3K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,056 | $550.9K | 0.02% | +735+31.7% | Added |
| Wright Investors Service Inc | 3,064 | $550.4K | 0.14% | −3,111−50.4% | Reduced |
| Edgestream Partners, L.P. | 3,042 | $546.5K | 0.02% | −14,282−82.4% | Reduced |
| Santori & Peters | 3,040 | $546.1K | 0.22% | +9+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 3,030 | $544.3K | 0.04% | +16+0.5% | Added |
| Private Capital Management LLC | 3,028 | $544.0K | 0.10% | +3,028 | New |
| Apeiron RIA LLC | 3,010 | $540.7K | 0.16% | +50+1.7% | Added |
| Raleigh Capital Management Inc. | 3,006 | $540.0K | 0.21% | +75+2.6% | Added |
| Promethium Advisors,llc | 3,000 | $539.0K | 0.38% | +3,000 | New |
| Valmark Advisers, Inc. | 2,995 | $538.1K | 0.01% | +820+37.7% | Added |
| Epiq Partners, LLC | 2,978 | $535.0K | 0.30% | −443−12.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $532.7K | 0.05% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,943 | $528.7K | 0.12% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,930 | $526.3K | 0.02% | −1,152−28.2% | Reduced |
| Red Door Wealth Management, LLC | 2,924 | $525.3K | 0.09% | −453−13.4% | Reduced |
| Forte Capital LLC | 2,917 | $524.0K | 0.06% | −130−4.3% | Reduced |
| Buckingham Strategic Partners | 2,908 | $522.4K | 0.01% | −412−12.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,908 | $522.4K | 0.15% | −70−2.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,888 | $518.8K | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,881 | $517.6K | 0.04% | +214+8.0% | Added |
| Adviser Investments LLC | 2,860 | $513.8K | 0.01% | +12+0.4% | Added |
| Argonautica Private Wealth Management, Inc | 2,859 | $513.6K | 0.17% | −3,969−58.1% | Reduced |