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 |
|---|---|---|---|---|---|
| Breakwater Investment Management | 25 | $4.49K | 0.00% | −55−68.8% | Reduced |
| TFC Financial Management | 25 | $4.49K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 25 | $4.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $4.31K | 0.00% | +11+84.6% | Added |
| Riggs Asset Managment Co. Inc. | 23 | $4.13K | 0.00% | −5−17.9% | Reduced |
| FSA Wealth Management LLC | 23 | $4.13K | 0.00% | +23 | New |
| Ridgewood Investments LLC | 23 | $4.04K | 0.00% | −55−70.5% | Reduced |
| New Millennium Group LLC | 21 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $3.05K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $2.87K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 14 | $2.52K | 0.00% | +14 | New |
| POM Investment Strategies, LLC | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.33K | 0.00% | +9+225.0% | Added |
| JDM Financial Group LLC | 13 | $2.33K | 0.00% | +13 | New |
| NVWM, LLC | 12 | $2.16K | 0.00% | +5+71.4% | Added |
| Hallmark Capital Management Inc | 10 | $1.80K | 0.00% | −275−96.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8 | $1.47K | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $1.08K | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 6 | $1.00K | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 5 | $898 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $719 | 0.00% | +1+33.3% | Added |
| Peterson Financial Group, Inc. | 4 | $719 | 0.00% | +4 | New |
| First Personal Financial Services | 1 | $180 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 1,322 | $0 | 0.00% | −102−7.2% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −5,846,562−100.0% | Sold out |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −1,103,759−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −419,707−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −317,725−100.0% | Sold out |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −211,917−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −169,527−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −141,796−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −140,878−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −102,131−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −72,370−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −71,774−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −53,768−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −51,812−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −36,173−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −31,309−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,666−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,408−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −20,582−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −18,397−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −17,042−100.0% | Sold out |
| Turtle Creek Asset Management Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,506−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,156−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −12,921−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,262−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,833−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,183−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,096−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,698−100.0% | Sold out |
| Stevard, LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,138−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −7,053−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,695−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,603−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| Physicians Financial Services, Inc. | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |