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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.

Institutional holdersQ3 2024: 1,727 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ3 2024: $92.3B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2024.

Institutions holding FISV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Old Second National Bank of Aurora1,631$293.0K0.07%00.0%Unchanged
Callan Capital, LLC1,629$292.6K0.02%+1,629New
Arete Wealth Advisors, LLC1,620$291.0K0.02%−1,079−40.0%Reduced
Hourglass Capital, LLC1,618$290.7K0.08%00.0%Unchanged
25 LLC1,617$290.5K0.13%+9+0.6%Added
O'Dell Group, LLC1,608$288.9K0.06%00.0%Unchanged
Security Financial Services, INC.1,604$288.2K0.06%−201−11.1%Reduced
Vision Capital Management, Inc.1,602$287.7K0.04%00.0%Unchanged
Alta Advisers Ltd1,600$287.4K0.13%00.0%Unchanged
All Terrain Financial Advisors, LLC1,600$287.4K0.11%00.0%Unchanged
McAdam, LLC1,593$286.2K0.02%+44+2.8%Added
Good Life Advisors, LLC1,592$286.0K0.02%+1,592New
Proficio Capital Partners LLC1,586$284.9K0.03%−599−27.4%Reduced
Gilliland Jeter Wealth Management LLC1,571$282.2K0.09%00.0%Unchanged
N.E.W. Advisory Services LLC1,565$281.2K0.03%00.0%Unchanged
De Burlo Group Inc1,563$280.8K0.03%00.0%Unchanged
Maven Securities LTD1,561$280.4K0.03%+1,561New
Isthmus Partners, LLC1,558$279.9K0.03%00.0%Unchanged
Rockland Trust Co1,555$279.4K0.01%−117−7.0%Reduced
Signature Estate & Investment Advisors LLC1,542$277.0K0.01%+31+2.1%Added
Portman Square Capital LLP1,540$276.7K0.09%−4,672−75.2%Reduced
Bellevue Asset Management, LLC1,540$276.7K0.14%00.0%Unchanged
TRUE Private Wealth Advisors1,530$274.9K0.03%−3,446−69.3%Reduced
Blackston Financial Advisory Group, LLC1,526$274.1K0.14%−16−1.0%Reduced
UMA Financial Services, Inc.1,411$273.8K0.05%−124−8.1%Reduced
Investors Asset Management of Georgia Inc1,522$273.4K0.13%+1,522New
Archer Investment Corp1,518$272.7K0.07%00.0%Unchanged
Keyes, Stange & Wooten Wealth Management, LLC1,514$272.0K0.16%−28−1.8%Reduced
Onefund, LLC1,513$271.8K0.28%−56−3.6%Reduced
Advisory Alpha, LLC1,506$270.6K0.01%+1,506New
Verus Capital Partners, LLC1,505$270.4K0.03%−91−5.7%Reduced
NewEdge Wealth, LLC1,502$269.8K0.00%+1,502New
Nwam LLC1,494$268.4K0.02%−8−0.5%Reduced
1858 Wealth Management, LLC1,480$265.9K0.22%−30−2.0%Reduced
Farmers & Merchants Trust Co of Long Beach1,467$263.5K0.06%00.0%Unchanged
New Century Financial Group, LLC1,463$262.8K0.10%−259−15.0%Reduced
Western Pacific Wealth Management, LP1,462$262.6K0.17%00.0%Unchanged
Cidel Asset Management Inc1,451$260.7K0.02%00.0%Unchanged
Jaffetilchin Investment Partners, LLC1,431$257.1K0.02%−101−6.6%Reduced
KCM Investment Advisors LLC1,427$256.4K0.01%+26+1.9%Added
Norden Group LLC1,425$256.0K0.03%+1,425New
Mainsail Asset Management, LLC1,425$256.0K0.19%+1,425New
Claret Asset Management Corp1,418$255.0K0.04%+7+0.5%Added
SPC Financial, Inc.1,417$254.6K0.02%+38+2.8%Added
FDx Advisors, Inc.1,413$254.0K0.07%−136−8.8%Reduced
Chickasaw Capital Management LLC1,414$254.0K0.01%00.0%Unchanged
Eagle Wealth Strategies LLC1,413$253.8K0.19%−331−19.0%Reduced
Richard W. Paul & Associates, LLC1,408$252.9K0.09%−310−18.0%Reduced
Wetzel Investment Advisors, Inc.1,405$252.4K0.13%+194+16.0%Added
Crestline Management, LP1,400$251.5K0.01%+1,400New
Guardian Wealth Advisors, LLC1,398$251.2K0.03%−46−3.2%Reduced
Fi3 FINANCIAL ADVISORS, LLC1,386$249.0K0.10%+1,386New
SageView Advisory Group, LLC1,386$248.9K0.01%−571−29.2%Reduced
Sheaff Brock Investment Advisors, LLC1,383$248.5K0.02%00.0%Unchanged
Compagnie Lombard Odier SCmA1,380$247.9K0.00%−233−14.4%Reduced
Frazier Financial Advisors, LLC1,379$247.7K0.19%−17−1.2%Reduced
Ergawealth Advisors, Inc.1,378$247.6K0.12%00.0%Unchanged
SFMG, LLC1,376$247.2K0.02%+16+1.2%Added
Relyea Zuckerberg Hanson LLC1,371$246.3K0.04%+1,371New
Journey Strategic Wealth LLC1,367$245.6K0.01%+1,367New
DHJJ Financial Advisors, Ltd.1,366$245.4K0.10%−3−0.2%Reduced
Continuum Advisory, LLC1,160$244.6K0.03%+201+21.0%Added
Summit Global Investments1,358$244.0K0.02%−11−0.8%Reduced
Gateway Investment Advisers LLC1,358$244.0K0.00%−165−10.8%Reduced
JFS Wealth Advisors, LLC1,353$243.1K0.02%+5+0.4%Added
Atlantic Union Bankshares Corp1,350$242.5K0.01%00.0%Unchanged
Seed Wealth Management, Inc.1,350$242.5K0.19%00.0%Unchanged
City State Bank1,345$241.6K0.09%00.0%Unchanged
Neo Ivy Capital Management1,340$240.0K0.08%+1,340New
Courier Capital LLC1,327$238.4K0.02%+1,327New
Savvy Advisors, Inc.1,324$237.9K0.05%+1,324New
Optivise Advisory Services LLC1,322$237.5K0.12%−246−15.7%Reduced
Osterweis Capital Management Inc1,318$236.8K0.01%−251−16.0%Reduced
WMS Partners, LLC1,314$236.1K0.01%+1,314New
GSG Advisors LLC1,300$235.7K0.08%+1,300New
Cobblestone Capital Advisors LLC1,310$235.3K0.01%+1,310New
Wimmer Associates 1, LLC1,310$235.3K0.12%+1,310New
American Money Management, LLC1,309$235.2K0.05%+1,309New
Catalyst Capital Advisors LLC1,303$234.1K0.01%−442−25.3%Reduced
Fullcircle Wealth LLC1,161$233.8K0.10%+1,161New
Simmons Bank1,301$233.7K0.02%−225−14.7%Reduced
Affinity Investment Advisors, LLC1,293$232.3K0.16%+1,293New
Stonegate Investment Group, LLC1,274$228.9K0.01%−366−22.3%Reduced
Concord Wealth Partners1,273$228.7K0.04%+273+27.3%Added
Inscription Capital, LLC1,273$228.7K0.03%+1,273New
Advanced Asset Management Advisors Inc1,525$227.3K0.06%00.0%Unchanged
Financial Partners Group, LLC1,264$227.1K0.09%+1,264New
Kerntke Otto McGlone Wealth Management Group1,261$226.6K0.19%+1,261New
Trillium Asset Management, LLC1,255$225.0K0.01%+1,255New
Fragasso Group Inc.1,250$224.6K0.02%+1,250New
Cascades Capital Asset Management, LLC1,250$224.6K0.12%+1,250New
Caitlin John, LLC1,053$224.5K0.14%+827+365.9%Added
Univest Financial Corp1,248$224.2K0.01%+1,248New
Financial Management Professionals, Inc.1,249$224.0K0.03%−8−0.6%Reduced
Berkshire Asset Management LLC1,500$223.6K0.01%00.0%Unchanged
Cypress Wealth Services, LLC1,242$223.1K0.05%+1,242New
Monument Capital Management1,241$222.9K0.06%+1,241New
Forthright Family Wealth Advisory LLC1,074$222.6K0.14%+1,074New
Lion Street Advisors, LLC1,233$221.5K0.08%+1,233New
NTV Asset Management LLC1,228$220.6K0.03%+1,228New