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 |
|---|---|---|---|---|---|
| McCarthy Grittinger Financial Group, LLC | 385 | $69.2K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 375 | $67.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $66.0K | 0.01% | +15+4.2% | Added |
| Westside Investment Management, Inc. | 351 | $63.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 339 | $60.9K | 0.01% | −36−9.6% | Reduced |
| West Paces Advisors Inc. | 334 | $60.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 330 | $59.3K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 329 | $59.1K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 326 | $58.6K | 0.01% | +326 | New |
| Rise Advisors, LLC | 315 | $56.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 313 | $56.0K | 0.00% | +45+16.8% | Added |
| Hollencrest Capital Management | 309 | $55.5K | 0.00% | +77+33.2% | Added |
| IAG Wealth Partners, LLC | 305 | $54.8K | 0.01% | −23−7.0% | Reduced |
| Bell Investment Advisors, Inc | 302 | $54.3K | 0.01% | +8+2.7% | Added |
| Eastern Bank | 277 | $49.8K | 0.00% | +277 | New |
| McIlrath & Eck, LLC | 272 | $48.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 251 | $45.1K | 0.03% | +226+904.0% | Added |
| Monetary Management Group Inc | 250 | $44.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 248 | $44.6K | 0.00% | +8+3.3% | Added |
| Northwest Investment Counselors, LLC | 244 | $43.8K | 0.01% | +244 | New |
| Canton Hathaway, LLC | 240 | $43.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 237 | $42.6K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 231 | $41.5K | 0.06% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 222 | $39.9K | 0.02% | −1−0.4% | Reduced |
| Clear Point Advisors Inc. | 220 | $39.5K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $39.5K | 0.04% | +220 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $36.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $35.9K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $35.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $34.5K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 191 | $34.3K | 0.01% | +57+42.5% | Added |
| Wiser Advisor Group LLC | 190 | $34.1K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 183 | $32.9K | 0.00% | +4+2.2% | Added |
| Meeder Asset Management Inc | 183 | $32.9K | 0.00% | −1,105−85.8% | Reduced |
| Prestige Wealth Management Group LLC | 182 | $32.7K | 0.01% | −1,505−89.2% | Reduced |
| Main Street Group, LTD | 181 | $32.5K | 0.01% | +63+53.4% | Added |
| Gables Capital Management Inc. | 171 | $30.7K | 0.02% | +171 | New |
| Clean Yield Group | 170 | $30.5K | 0.01% | +138+431.3% | Added |
| Painted Porch Advisors LLC | 167 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 154 | $27.7K | 0.01% | +11+7.7% | Added |
| Boyd Watterson Asset Management LLC | 149 | $26.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 143 | $26.0K | 0.00% | −805−84.9% | Reduced |
| MCF Advisors LLC | 144 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 140 | $25.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 137 | $24.7K | 0.01% | +17+14.2% | Added |
| CNB Bank | 137 | $24.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 135 | $24.3K | 0.01% | −11−7.5% | Reduced |
| Chilton Capital Management LLC | 134 | $24.1K | 0.00% | +134 | New |
| Dunhill Financial, LLC | 131 | $23.4K | 0.01% | +68+107.9% | Added |
| Lummis Asset Management, LP | 129 | $23.2K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 126 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 127 | $22.8K | 0.00% | +8+6.7% | Added |
| Altshuler Shaham Ltd | 123 | $22.1K | 0.00% | −16−11.5% | Reduced |
| West Branch Capital LLC | 120 | $21.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 116 | $20.8K | 0.00% | −18−13.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $19.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $19.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 105 | $18.9K | 0.01% | +12+12.9% | Added |
| New Age Alpha Advisors, LLC | 104 | $18.7K | 0.01% | +104 | New |
| Godsey & Gibb Associates | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $18.0K | 0.03% | +100 | New |
| Pineridge Advisors LLC | 98 | $17.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $16.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $16.2K | 0.01% | +90 | New |
| Morse Asset Management, Inc | 90 | $16.2K | 0.00% | +90 | New |
| Northwest Financial Advisors | 88 | $15.8K | 0.01% | +88 | New |
| Asset Dedication, LLC | 84 | $15.1K | 0.00% | −2−2.3% | Reduced |
| Coastline Trust Co | 84 | $15.1K | 0.00% | +84 | New |
| Tortoise Investment Management, LLC | 80 | $14.4K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 79 | $14.3K | 0.00% | +79 | New |
| GoalVest Advisory LLC | 79 | $14.2K | 0.00% | +79 | New |
| Arlington Trust Co LLC | 73 | $13.1K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 65 | $12.2K | 0.01% | +65 | New |
| Red Tortoise LLC | 67 | $12.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 65 | $11.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 66 | $11.0K | 0.00% | +9+15.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 59 | $10.0K | 0.00% | +28+90.3% | Added |
| Cherry Tree Wealth Management, LLC | 55 | $9.88K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $9.39K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $8.98K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 49 | $8.80K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 47 | $8.44K | 0.00% | +47 | New |
| Valued Wealth Advisors LLC | 44 | $7.91K | 0.01% | +10+29.4% | Added |
| Sunbelt Securities, Inc. | 44 | $7.91K | 0.00% | +15+51.7% | Added |
| Provenance Wealth Advisors, LLC | 42 | $7.54K | 0.00% | +42 | New |
| Stone House Investment Management, LLC | 40 | $7.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $6.83K | 0.00% | −4−9.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $6.83K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 38 | $6.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $6.29K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 40 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 37 | $5.51K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 30 | $5.39K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 26 | $5.22K | 0.00% | +5+23.8% | Added |
| Trifecta Capital Advisors, LLC | 28 | $5.03K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $4.67K | 0.00% | 00.0% | Unchanged |