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 |
|---|---|---|---|---|---|
| Crestmont Private Wealth LLC | 1,228 | $220.6K | 0.10% | +1,228 | New |
| Rappaport Reiches Capital Management, LLC | 1,227 | $220.4K | 0.06% | +1,227 | New |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $219.2K | 0.07% | +1,220 | New |
| SMART Wealth LLC | 1,216 | $218.5K | 0.09% | −154−11.2% | Reduced |
| Birmingham Capital Management Co Inc | 1,212 | $217.7K | 0.08% | +1,212 | New |
| Kathmere Capital Management, LLC | 1,204 | $216.3K | 0.02% | +1,204 | New |
| Wellington Shields Capital Management, LLC | 1,200 | $215.6K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $215.6K | 0.03% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,200 | $215.6K | 0.04% | +1,200 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,200 | $215.6K | 0.04% | +1,200 | New |
| Richard P Slaughter Associates Inc | 1,200 | $215.6K | 0.05% | +1,200 | New |
| Cross Staff Investments Inc | 1,200 | $215.6K | 0.17% | +1,200 | New |
| Schrum Private Wealth Management LLC | 1,200 | $215.6K | 0.11% | +1,200 | New |
| Presilium Private Wealth, LLC | 1,200 | $215.6K | 0.05% | +1,200 | New |
| Banco Santander, S.A. | 1,196 | $214.9K | 0.00% | −188−13.6% | Reduced |
| Fermata Advisors, LLC | 1,195 | $214.7K | 0.04% | +1,195 | New |
| Accurate Wealth Management, LLC | 1,097 | $212.8K | 0.04% | +1,097 | New |
| Abacus Wealth Partners, LLC | 1,183 | $212.5K | 0.03% | +1,183 | New |
| Hazlett, Burt & Watson, Inc. | 1,178 | $212.0K | 0.10% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,178 | $211.6K | 0.02% | +1,178 | New |
| Invst, LLC | 1,175 | $211.1K | 0.03% | +1,175 | New |
| Myecfo, LLC | 1,174 | $210.9K | 0.11% | +1,174 | New |
| Independent Financial Group, LLC | 1,172 | $210.6K | 0.01% | +1,172 | New |
| Silver Oak Securities, Inc | 1,179 | $210.2K | 0.02% | +28+2.4% | Added |
| Virtue Capital Management, LLC | 1,166 | $209.5K | 0.04% | −201−14.7% | Reduced |
| All Season Financial Advisors, Inc. | 1,165 | $209.3K | 0.18% | +1,165 | New |
| Vigilare Wealth Management | 1,160 | $208.4K | 0.08% | +1,160 | New |
| Fairhaven Wealth Management, LLC | 1,158 | $208.0K | 0.06% | +1,158 | New |
| King Wealth | 1,154 | $207.0K | 0.03% | +1,154 | New |
| Breakwater Capital Group | 1,148 | $206.2K | 0.04% | +1,148 | New |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | −229−16.6% | Reduced |
| Sandy Spring Bank | 1,144 | $205.5K | 0.01% | −75−6.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,135 | $204.0K | 0.14% | +1,135 | New |
| Basepoint Wealth LLC | 1,132 | $203.4K | 0.15% | +1,132 | New |
| Fairfield, Bush & Co. | 1,130 | $203.0K | 0.12% | +1,130 | New |
| Badgley Phelps Wealth Managers, LLC | 1,130 | $203.0K | 0.00% | +1,130 | New |
| Coppell Advisory Solutions LLC | 1,137 | $202.8K | 0.03% | −230−16.8% | Reduced |
| Rothschild Investment LLC | 1,125 | $202.1K | 0.01% | +37+3.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,125 | $202.1K | 0.08% | +1,125 | New |
| YHB Investment Advisors, Inc. | 1,125 | $202.1K | 0.02% | +1,125 | New |
| Convergence Investment Partners, LLC | 1,119 | $201.0K | 0.05% | +1,119 | New |
| Daymark Wealth Partners, LLC | 1,119 | $201.0K | 0.01% | +1,119 | New |
| New England Research & Management, Inc. | 1,121 | $201.0K | 0.09% | +1,121 | New |
| JNBA Financial Advisors | 1,114 | $200.1K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,066 | $191.5K | 0.01% | +66+6.6% | Added |
| LRI Investments, LLC | 20,426 | $187.9K | 0.02% | +19,577+2,305.9% | Added |
| Banque Cantonale Vaudoise | 967 | $174.0K | 0.01% | −2,611−73.0% | Reduced |
| Evergreen Private Wealth LLC | 957 | $171.9K | 0.08% | +9+0.9% | Added |
| Tobam | 934 | $168.0K | 0.03% | −256−21.5% | Reduced |
| GHP Investment Advisors, Inc. | 934 | $167.8K | 0.01% | +346+58.8% | Added |
| Operose Advisors LLC | 917 | $164.7K | 0.05% | −89−8.8% | Reduced |
| Hemington Wealth Management | 814 | $161.0K | 0.04% | +814 | New |
| University of Texas/Texas Am Investment Managment Co | 894 | $160.6K | 0.03% | −9,812−91.6% | Reduced |
| Riverview Trust Co | 889 | $159.7K | 0.14% | −91−9.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $156.7K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 859 | $154.3K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 836 | $150.2K | 0.12% | +17+2.1% | Added |
| Covestor Ltd | 832 | $150.0K | 0.09% | +59+7.6% | Added |
| Natixis Investment Managers International | 832 | $149.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 800 | $144.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 790 | $141.9K | 0.05% | +790 | New |
| Arcadia Investment Management Corp | 781 | $140.3K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 779 | $139.9K | 0.02% | +339+77.0% | Added |
| Plante Moran Financial Advisors, LLC | 779 | $139.9K | 0.01% | +479+159.7% | Added |
| Quest Partners LLC | 729 | $131.0K | 0.01% | +728+72,800.0% | Added |
| WFA of San Diego, LLC | 720 | $129.3K | 0.11% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $127.9K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 710 | $127.6K | 0.01% | −121−14.6% | Reduced |
| Bank of New Hampshire | 710 | $127.6K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $125.8K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 682 | $122.5K | 0.04% | +300+78.5% | Added |
| First PREMIER Bank | 658 | $118.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 646 | $116.1K | 0.03% | +3+0.5% | Added |
| Accent Capital Management, LLC | 639 | $114.8K | 0.07% | −3,397−84.2% | Reduced |
| Eagle Bay Advisors LLC | 631 | $113.4K | 0.04% | −7−1.1% | Reduced |
| MV Capital Management, Inc. | 629 | $113.0K | 0.01% | +35+5.9% | Added |
| Wintrust Investments LLC | 620 | $111.0K | 0.08% | −5,668−90.1% | Reduced |
| Princeton Global Asset Management LLC | 617 | $110.8K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 606 | $108.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 591 | $106.2K | 0.02% | −1,276−68.3% | Reduced |
| Hexagon Capital Partners LLC | 583 | $104.7K | 0.02% | +137+30.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $102.4K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $99.7K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 507 | $91.1K | 0.01% | +158+45.3% | Added |
| Mendota Financial Group, LLC | 483 | $86.8K | 0.04% | −33−6.4% | Reduced |
| Alpine Bank Wealth Management | 479 | $86.1K | 0.01% | +479 | New |
| Investors Research Corp | 454 | $81.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $81.6K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 435 | $78.1K | 0.02% | −2−0.5% | Reduced |
| Tompkins Financial Corp | 426 | $76.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 408 | $73.0K | 0.00% | +7+1.7% | Added |
| Hoese & Co LLP | 403 | $72.4K | 0.06% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 402 | $72.2K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $71.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $71.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $71.9K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 398 | $71.5K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 397 | $71.3K | 0.06% | −50−11.2% | Reduced |
| Goodman Advisory Group, LLC | 395 | $71.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $69.5K | 0.04% | 00.0% | Unchanged |