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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 2,138 | $384.1K | 0.02% | −258−10.8% | Reduced |
| Y.D. More Investments Ltd | 2,138 | $384.1K | 0.04% | −439−17.0% | Reduced |
| Greatmark Investment Partners, Inc. | 2,135 | $383.6K | 0.05% | −650−23.3% | Reduced |
| Old National Bancorp | 2,130 | $382.7K | 0.01% | −255−10.7% | Reduced |
| Highlander Partners, L.P. | 1,900 | $382.0K | 0.23% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,032 | $381.9K | 0.02% | −412−16.9% | Reduced |
| Catalina Capital Group, LLC | 2,112 | $379.4K | 0.13% | +184+9.5% | Added |
| Invesco, LLC | 2,109 | $378.9K | 0.15% | −303−12.6% | Reduced |
| CoreCap Advisors, LLC | 2,107 | $378.5K | 0.02% | +2,107 | New |
| Simon Quick Advisors, LLC | 2,106 | $378.3K | 0.02% | +2,106 | New |
| Strategic Blueprint, LLC | 2,105 | $378.1K | 0.02% | +7+0.3% | Added |
| Perpetual Ltd | 2,102 | $377.6K | 0.00% | +2,102 | New |
| Uncommon Cents Investing LLC | 2,100 | $377.3K | 0.11% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,097 | $376.7K | 0.05% | −165−7.3% | Reduced |
| Berry Wealth Group, LP | 2,094 | $376.2K | 0.27% | −15−0.7% | Reduced |
| Verdad Advisers, LP | 2,091 | $375.6K | 0.50% | −477−18.6% | Reduced |
| Claro Advisors LLC | 2,088 | $375.1K | 0.05% | +66+3.3% | Added |
| Cable Hill Partners, LLC | 2,073 | $372.4K | 0.04% | +4+0.2% | Added |
| Cowa, LLC | 2,071 | $372.1K | 0.18% | 00.0% | Unchanged |
| ORG Partners LLC | 2,061 | $370.2K | 0.06% | −1,242−37.6% | Reduced |
| Mather Group, LLC. | 2,058 | $369.7K | 0.00% | −616−23.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,044 | $367.2K | 0.01% | +112+5.8% | Added |
| Seeds Investor LLC | 2,037 | $365.9K | 0.14% | −126−5.8% | Reduced |
| Keystone Financial Services | 2,023 | $363.4K | 0.14% | +44+2.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,021 | $363.0K | 0.07% | +100+5.2% | Added |
| Kaizen Financial Strategies | 2,016 | $362.2K | 0.21% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,014 | $361.8K | 0.04% | +188+10.3% | Added |
| Sandler Capital Management | 2,000 | $359.3K | 0.07% | −650−24.5% | Reduced |
| Castleark Management LLC | 2,000 | $359.3K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $359.3K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,994 | $358.2K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,805 | $356.8K | 0.34% | +35+2.0% | Added |
| MBB Public Markets I LLC | 1,980 | $355.7K | 0.03% | −39,298−95.2% | Reduced |
| Nixon Peabody Trust Co | 1,975 | $354.8K | 0.03% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,971 | $354.1K | 0.08% | +1,971 | New |
| Excalibur Management Corp | 1,969 | $353.7K | 0.13% | −125−6.0% | Reduced |
| Quent Capital, LLC | 1,958 | $351.4K | 0.04% | +700+55.6% | Added |
| Wealth Management Associates, Inc. | 1,950 | $350.3K | 0.15% | +12+0.6% | Added |
| Boston Mountain Money Management Inc | 1,935 | $347.6K | 0.20% | −21−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 1,931 | $346.9K | 0.09% | −187−8.8% | Reduced |
| Canandaigua National Bank & Trust Co | 1,927 | $346.2K | 0.03% | +44+2.3% | Added |
| Wealth Alliance | 1,922 | $345.3K | 0.04% | −787−29.1% | Reduced |
| Dearborn Partners LLC | 1,879 | $337.6K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,870 | $336.0K | 0.24% | +1,870 | New |
| First Bank & Trust | 1,868 | $335.6K | 0.06% | +312+20.1% | Added |
| Marcum Wealth, LLC | 1,850 | $332.4K | 0.03% | −43−2.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,848 | $332.0K | 0.11% | 00.0% | Unchanged |
| Old Port Advisors | 1,838 | $330.2K | 0.09% | −121−6.2% | Reduced |
| Larson Financial Group LLC | 1,836 | $329.8K | 0.02% | +274+17.5% | Added |
| Lodestar Private Asset Management LLC | 1,830 | $328.8K | 0.04% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,828 | $328.4K | 0.13% | −57−3.0% | Reduced |
| FORA Capital, LLC | 1,825 | $327.9K | 0.04% | +1,825 | New |
| WoodTrust Financial Corp | 1,821 | $327.0K | 0.05% | +14+0.8% | Added |
| Norris Perne & French LLP | 1,818 | $326.6K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,816 | $326.2K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,807 | $324.6K | 0.03% | −372−17.1% | Reduced |
| Cromwell Holdings LLC | 1,807 | $324.6K | 0.21% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,767 | $317.4K | 0.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,764 | $316.9K | 0.01% | −70−3.8% | Reduced |
| Portside Wealth Group, LLC | 1,763 | $316.7K | 0.05% | +195+12.4% | Added |
| Warren Averett Asset Management, LLC | 1,762 | $316.5K | 0.01% | −152−7.9% | Reduced |
| Security National Bank of Sioux City Iowa | 1,750 | $314.4K | 0.19% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,750 | $314.4K | 0.18% | +1,750 | New |
| Power Wealth Management LLC | 1,748 | $314.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,746 | $313.7K | 0.04% | −17−1.0% | Reduced |
| Ingalls & Snyder LLC | 1,741 | $313.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,741 | $312.8K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,735 | $311.7K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,733 | $311.3K | 0.05% | −160−8.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,730 | $310.8K | 0.01% | +1,730 | New |
| Northern Oak Wealth Management Inc | 1,728 | $310.4K | 0.04% | +1,728 | New |
| River Street Advisors LLC | 1,720 | $309.0K | 0.17% | −50−2.8% | Reduced |
| IVC Wealth Advisors LLC | 1,716 | $308.3K | 0.17% | +5+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,715 | $308.1K | 0.03% | +208+13.8% | Added |
| CKW Financial Group | 1,700 | $308.0K | 0.04% | −200−10.5% | Reduced |
| Harbour Trust & Investment Management Co | 1,714 | $307.9K | 0.04% | −14−0.8% | Reduced |
| Intrua Financial, LLC | 1,711 | $307.4K | 0.05% | +1,711 | New |
| LCNB Corp | 1,710 | $307.2K | 0.11% | −50−2.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,704 | $306.1K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,714 | $305.8K | 0.03% | +116+7.3% | Added |
| Wealthcare Advisory Partners LLC | 1,701 | $305.6K | 0.01% | +109+6.8% | Added |
| First Trust Investment Solutions L.P. | 1,700 | $305.4K | 0.03% | −25−1.4% | Reduced |
| Union Savings Bank | 1,700 | $305.4K | 0.15% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,697 | $304.9K | 0.11% | −11−0.6% | Reduced |
| Sivia Capital Partners, LLC | 1,695 | $304.5K | 0.18% | −1−0.1% | Reduced |
| Marquette Asset Management, LLC | 1,690 | $303.6K | 0.05% | +1,690 | New |
| Tranquilli Financial Advisor LLC | 1,685 | $302.7K | 0.19% | −16−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 1,675 | $300.9K | 0.25% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,485 | $300.5K | 0.01% | −48−3.1% | Reduced |
| Jacobsen Capital Management | 1,672 | $300.4K | 0.13% | −269−13.9% | Reduced |
| Boomfish Wealth Group, LLC | 1,668 | $299.7K | 0.18% | −32−1.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 1,668 | $299.7K | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,666 | $299.3K | 0.17% | −1−0.1% | Reduced |
| Goldstone Financial Group, LLC | 1,650 | $296.4K | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,649 | $296.2K | 0.13% | +174+11.8% | Added |
| West Bancorporation Inc | 1,648 | $296.1K | 0.20% | +61+3.8% | Added |
| Chemistry Wealth Management LLC | 1,644 | $295.3K | 0.07% | +133+8.8% | Added |
| ICONIQ Capital, LLC | 1,639 | $294.4K | 0.01% | +1,639 | New |
| Prospera Financial Services Inc | 1,638 | $294.3K | 0.01% | −4−0.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,637 | $294.1K | 0.09% | −2−0.1% | Reduced |