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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 2,858 | $513.4K | 0.06% | +313+12.3% | Added |
| Wambolt & Associates, LLC | 2,829 | $512.9K | 0.14% | −16−0.6% | Reduced |
| Curated Wealth Partners LLC | 2,850 | $512.0K | 0.07% | −230−7.5% | Reduced |
| Tributary Capital Management, LLC | 2,850 | $512.0K | 0.04% | −875−23.5% | Reduced |
| CRA Financial Services, LLC | 2,843 | $510.7K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,842 | $510.6K | 0.01% | −42−1.5% | Reduced |
| Catalyst Financial Partners LLC | 2,827 | $507.9K | 0.10% | −31−1.1% | Reduced |
| Dogwood Wealth Management LLC | 2,820 | $506.6K | 0.29% | +122+4.5% | Added |
| PFG Investments, LLC | 2,807 | $504.3K | 0.03% | +73+2.7% | Added |
| CWA Asset Management Group, LLC | 2,802 | $503.4K | 0.03% | +2,802 | New |
| Csenge Advisory Group | 2,628 | $500.2K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,783 | $500.0K | 0.01% | +36+1.3% | Added |
| Essex Financial Services, Inc. | 2,495 | $498.1K | 0.04% | −13−0.5% | Reduced |
| Wallace Advisory Group, LLC | 3,317 | $494.4K | 0.36% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,749 | $493.9K | 0.05% | −11−0.4% | Reduced |
| Colonial Trust Co | 2,742 | $492.6K | 0.08% | +10.0% | Added |
| One Wealth Advisors, LLC | 2,736 | $491.5K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,728 | $490.1K | 0.03% | +886+48.1% | Added |
| D.B. Root & Company, LLC | 2,711 | $487.0K | 0.16% | −917−25.3% | Reduced |
| Private Trust Co NA | 2,709 | $486.7K | 0.05% | +33+1.2% | Added |
| Sax Wealth Advisors, LLC | 2,706 | $486.2K | 0.04% | +382+16.4% | Added |
| Somerset Group LLC | 2,700 | $485.1K | 0.45% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,693 | $483.8K | 0.01% | +48+1.8% | Added |
| J.W. Cole Advisors, Inc. | 2,686 | $482.6K | 0.02% | +419+18.5% | Added |
| Geller Advisors LLC | 2,682 | $481.8K | 0.03% | −722−21.2% | Reduced |
| Foster & Motley Inc | 2,669 | $479.0K | 0.03% | +9+0.3% | Added |
| Aaron Wealth Advisors | 2,659 | $477.7K | 0.06% | +521+24.4% | Added |
| Sentry Investment Management LLC | 2,654 | $477.0K | 0.20% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,646 | $475.4K | 0.00% | −59−2.2% | Reduced |
| Salem Investment Counselors Inc | 2,643 | $474.8K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,583 | $464.0K | 0.02% | +72+2.9% | Added |
| Trueblood Wealth Management, LLC | 2,582 | $463.9K | 0.23% | +5+0.2% | Added |
| CVA Family Office, LLC | 2,579 | $463.3K | 0.08% | +11+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,578 | $463.1K | 0.01% | +668+35.0% | Added |
| Drake & Associates, LLC | 2,576 | $462.9K | 0.15% | +589+29.6% | Added |
| Castleview Partners, LLC | 2,566 | $461.0K | 0.27% | +82+3.3% | Added |
| Angeles Wealth Management, LLC | 2,559 | $459.7K | 0.04% | +464+22.1% | Added |
| Garden State Investment Advisory Services LLC | 2,542 | $456.7K | 0.15% | +37+1.5% | Added |
| Northwest Bancshares, Inc. | 2,541 | $456.5K | 0.08% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,540 | $456.3K | 0.11% | +2,540 | New |
| Trust Co of Vermont | 2,529 | $454.3K | 0.02% | +217+9.4% | Added |
| Kingswood Wealth Advisors, LLC | 2,534 | $452.6K | 0.03% | −217−7.9% | Reduced |
| Arkadios Wealth Advisors | 2,517 | $452.2K | 0.03% | −26−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $452.0K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,511 | $451.1K | 0.14% | +84+3.5% | Added |
| Moss Adams Wealth Advisors LLC | 2,508 | $450.6K | 0.05% | +2,508 | New |
| Insigneo Advisory Services, LLC | 2,507 | $450.4K | 0.05% | −756−23.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,495 | $448.2K | 0.10% | −82−3.2% | Reduced |
| WBH Advisory Inc | 2,493 | $447.9K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,480 | $446.0K | 0.03% | −33,808−93.2% | Reduced |
| Andina Capital Management, LLC | 2,446 | $439.4K | 0.33% | +104+4.4% | Added |
| Janney Capital Management LLC | 2,440 | $438.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,427 | $436.0K | 0.12% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,423 | $435.2K | 0.07% | +66+2.8% | Added |
| Centaurus Financial, Inc. | 2,424 | $435.0K | 0.03% | +493+25.5% | Added |
| Diametric Capital, LP | 2,413 | $433.5K | 0.21% | +2,413 | New |
| Ci Investments Inc. | 2,410 | $433.0K | 0.00% | +372+18.3% | Added |
| CM Wealth Advisors LLC | 2,410 | $433.0K | 0.14% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,400 | $431.2K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $431.2K | 0.20% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,397 | $430.5K | 0.32% | −77−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,385 | $428.5K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $426.8K | 0.23% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,370 | $425.8K | 0.03% | +76+3.3% | Added |
| Dark Forest Capital Management LP | 2,361 | $424.2K | 0.05% | +2,361 | New |
| Regent Peak Wealth Advisors LLC | 2,343 | $420.9K | 0.10% | +28+1.2% | Added |
| Venture Visionary Partners LLC | 2,334 | $419.3K | 0.02% | −229−8.9% | Reduced |
| Schnieders Capital Management LLC | 2,324 | $417.5K | 0.08% | +92+4.1% | Added |
| L2 Asset Management, LLC | 2,322 | $417.1K | 0.11% | +78+3.5% | Added |
| Sage Mountain Advisors LLC | 2,319 | $416.7K | 0.04% | −128−5.2% | Reduced |
| Fosun International Ltd | 2,313 | $415.5K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,311 | $415.2K | 0.09% | +555+31.6% | Added |
| Trust Point Inc. | 2,310 | $415.0K | 0.03% | +46+2.0% | Added |
| Cornerstone Wealth Group, LLC | 2,303 | $413.7K | 0.03% | +78+3.5% | Added |
| Center for Financial Planning, Inc. | 2,297 | $412.7K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,295 | $412.3K | 0.10% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $411.8K | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,290 | $411.4K | 0.07% | +345+17.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,285 | $410.5K | 0.14% | −47−2.0% | Reduced |
| H&H Retirement Design & Management INC | 2,097 | $406.9K | 0.24% | −83−3.8% | Reduced |
| Oxford Financial Group Ltd | 2,256 | $405.3K | 0.03% | +77+3.5% | Added |
| Arrow Financial Corp | 2,250 | $404.2K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,232 | $401.0K | 0.16% | −100−4.3% | Reduced |
| Stephenson National Bank & Trust | 2,232 | $401.0K | 0.13% | +24+1.1% | Added |
| WealthBridge Capital Management, LLC | 2,229 | $400.4K | 0.11% | +2,229 | New |
| Cypress Capital Group | 2,219 | $398.6K | 0.04% | +11+0.5% | Added |
| Brighton Jones LLC | 2,212 | $397.3K | 0.01% | −989−30.9% | Reduced |
| Soltis Investment Advisors LLC | 2,210 | $397.0K | 0.04% | +41+1.9% | Added |
| Gryphon Financial Partners LLC | 2,208 | $396.7K | 0.05% | −29−1.3% | Reduced |
| West Family Investments, Inc. | 2,191 | $393.6K | 0.13% | +209+10.5% | Added |
| Dechtman Wealth Management, LLC | 2,188 | $393.1K | 0.08% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,185 | $392.5K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 2,150 | $392.3K | 0.19% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,183 | $392.2K | 0.06% | +2,183 | New |
| Western Wealth Management, LLC | 2,181 | $391.8K | 0.02% | +65+3.1% | Added |
| Teza Capital Management LLC | 2,177 | $391.1K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,173 | $390.3K | 0.07% | +142+7.0% | Added |
| Enterprise Financial Services Corp | 2,148 | $385.9K | 0.22% | +25+1.2% | Added |
| Cascade Financial Partners, LLC | 1,930 | $385.4K | 0.05% | −498−20.5% | Reduced |
| Fielder Capital Group LLC | 2,145 | $385.3K | 0.13% | +15+0.7% | Added |