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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 119,553 | $21.5M | 2.13% | −2,009−1.7% | Reduced |
| CIBC Asset Management Inc | 119,297 | $21.4M | 0.07% | +5,394+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 119,152 | $21.4M | 0.20% | +35,179+41.9% | Added |
| Arvest Bank Trust Division | 119,062 | $21.4M | 1.23% | +119,062 | New |
| Amalgamated Bank | 118,755 | $21.3M | 0.18% | −1,694−1.4% | Reduced |
| LS Investment Advisors, LLC | 118,394 | $21.3M | 3.14% | −2,006−1.7% | Reduced |
| Czech National Bank | 117,281 | $21.1M | 0.21% | +5,784+5.2% | Added |
| First Trust Advisors LP | 117,090 | $21.0M | 0.02% | −112,220−48.9% | Reduced |
| Palisade Capital Management LLC | 114,886 | $20.6M | 0.55% | +719+0.6% | Added |
| GAM Holding AG | 114,439 | $20.6M | 1.64% | +24,890+27.8% | Added |
| Clearstead Advisors, LLC | 113,019 | $20.3M | 0.31% | −1,406−1.2% | Reduced |
| CIBC World Markets Corp | 112,058 | $20.1M | 0.15% | −394−0.4% | Reduced |
| ProShare Advisors LLC | 110,656 | $19.9M | 0.05% | −8,174−6.9% | Reduced |
| Synovus Financial Corp | 110,567 | $19.9M | 0.23% | +44,519+67.4% | Added |
| Engle Capital Management, L.P. | 109,562 | $19.7M | 5.79% | +11,562+11.8% | Added |
| Punch & Associates Investment Management, Inc. | 109,259 | $19.6M | 1.09% | +1,086+1.0% | Added |
| Commonwealth Equity Services, LLC | 107,564 | $19.3M | 0.03% | −5,447−4.8% | Reduced |
| Fifth Third Bancorp | 106,830 | $19.2M | 0.07% | −504−0.5% | Reduced |
| Xponance, Inc. | 106,238 | $19.1M | 0.18% | −1,016−0.9% | Reduced |
| Kestra Advisory Services, LLC | 105,933 | $19.0M | 0.10% | +588+0.6% | Added |
| Redwood Grove Capital, LLC | 105,862 | $19.0M | 5.17% | +15,684+17.4% | Added |
| Stansberry Asset Management, LLC | 105,700 | $19.0M | 2.37% | +1,722+1.7% | Added |
| Soditic Asset Management LLP | 104,961 | $18.9M | 19.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 104,209 | $18.7M | 0.41% | −16,981−14.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 103,979 | $18.7M | 0.20% | +10,628+11.4% | Added |
| Vestor Capital, LLC | 103,774 | $18.6M | 1.47% | +1,619+1.6% | Added |
| HRT Financial LP | 101,138 | $18.2M | 0.09% | −69,029−40.6% | Reduced |
| Verition Fund Management LLC | 100,507 | $18.1M | 0.12% | +79,315+374.3% | Added |
| Kelly Lawrence W & Associates Inc | 100,102 | $18.0M | 4.05% | −895−0.9% | Reduced |
| Busey Wealth Management | 99,941 | $18.0M | 0.59% | +488+0.5% | Added |
| USS Investment Management Ltd | 99,470 | $17.9M | 0.13% | −3,912−3.8% | Reduced |
| Covington Investment Advisors Inc. | 97,281 | $17.5M | 2.63% | −630−0.6% | Reduced |
| Bailard, Inc. | 97,121 | $17.4M | 0.45% | +186+0.2% | Added |
| Broderick Brian C | 96,886 | $17.4M | 3.41% | −340−0.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 95,998 | $17.2M | 4.30% | −7,650−7.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 95,752 | $17.2M | 0.08% | +87,047+1,000.0% | Added |
| Utah Retirement Systems | 94,860 | $17.0M | 0.19% | −1,100−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,583 | $17.0M | 0.17% | +94,583 | New |
| Jones Financial Companies LLLP | 94,032 | $16.8M | 0.02% | +21,802+30.2% | Added |
| APG Asset Management N.V. | 104,161 | $16.8M | 0.11% | −59,632−36.4% | Reduced |
| Gotham Asset Management, LLC | 91,902 | $16.5M | 0.17% | +414+0.5% | Added |
| Brant Point Investment Management LLC | 91,794 | $16.5M | 3.76% | −8,400−8.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 91,488 | $16.4M | 0.04% | +4,492+5.2% | Added |
| Voloridge Investment Management, LLC | 91,105 | $16.4M | 0.06% | −398,447−81.4% | Reduced |
| Bank of Nova Scotia | 90,907 | $16.3M | 0.03% | −55,936−38.1% | Reduced |
| Aptus Capital Advisors, LLC | 90,391 | $16.2M | 0.25% | +15,081+20.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,754 | $16.1M | 1.10% | −162−0.2% | Reduced |
| Cetera Investment Advisers | 89,414 | $16.1M | 0.04% | −5,506−5.8% | Reduced |
| CCM Investment Advisers LLC | 89,302 | $16.0M | 1.79% | −2,969−3.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 89,232 | $16.0M | 3.25% | −17,088−16.1% | Reduced |
| Agf Management Ltd | 87,428 | $15.7M | 0.08% | +625+0.7% | Added |
| Lee Danner & Bass Inc | 87,094 | $15.6M | 1.10% | −2,147−2.4% | Reduced |
| Eagle Asset Management Inc | 73,797 | $15.5M | 0.08% | +10,232+16.1% | Added |
| SG Americas Securities, LLC | 86,391 | $15.5M | 0.06% | +17,203+24.9% | Added |
| Hunter Associates Investment Management LLC | 85,650 | $15.4M | 2.38% | −223−0.3% | Reduced |
| Daiwa Securities Group Inc. | 85,412 | $15.3M | 0.07% | +6,630+8.4% | Added |
| New York Life Investment Management LLC | 85,371 | $15.3M | 0.15% | −3,948−4.4% | Reduced |
| Baldwin Brothers Inc | 85,181 | $15.3M | 1.04% | −1,076−1.2% | Reduced |
| Logan Capital Management Inc | 85,160 | $15.3M | 0.63% | −1,397−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 84,552 | $15.2M | 2.98% | +605+0.7% | Added |
| Shelton Capital Management | 84,121 | $15.1M | 0.39% | −5,838−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 83,940 | $15.1M | 0.04% | +297+0.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 83,843 | $15.1M | 2.80% | −941−1.1% | Reduced |
| FineMark National Bank & Trust | 83,471 | $15.0M | 0.52% | +426+0.5% | Added |
| Bell Asset Management Ltd | 82,736 | $14.9M | 2.72% | −31,258−27.4% | Reduced |
| Farmers & Merchants Investments Inc | 82,507 | $14.8M | 0.46% | −602−0.7% | Reduced |
| Los Angeles Capital Management LLC | 82,466 | $14.8M | 0.06% | −19,170−18.9% | Reduced |
| Public Employees Retirement Association of Colorado | 81,613 | $14.7M | 0.06% | −187−0.2% | Reduced |
| Yousif Capital Management, LLC | 81,143 | $14.6M | 0.16% | −1,740−2.1% | Reduced |
| Venturi Wealth Management, LLC | 80,587 | $14.5M | 0.76% | +1,467+1.9% | Added |
| Puzo Michael J | 80,578 | $14.5M | 3.78% | −379−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 80,580 | $14.5M | 0.07% | +22,216+38.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,350 | $14.4M | 0.05% | +12,576+18.6% | Added |
| Great Valley Advisor Group, Inc. | 79,878 | $14.4M | 0.35% | −401−0.5% | Reduced |
| Ethic Inc. | 88,698 | $14.2M | 0.36% | −4,996−5.3% | Reduced |
| Steamboat Capital Partners, LLC | 78,344 | $14.1M | 4.44% | +18,277+30.4% | Added |
| American National Bank | 78,304 | $14.1M | 1.66% | +2,741+3.6% | Added |
| Running Oak Capital LLC | 78,253 | $14.1M | 1.90% | −2,119−2.6% | Reduced |
| Kidder Stephen W | 78,067 | $14.0M | 4.14% | −2,312−2.9% | Reduced |
| State of Alaska, Department of Revenue | 76,633 | $13.8M | 0.15% | +3,250+4.4% | Added |
| Romano Brothers and Company | 74,252 | $13.3M | 1.66% | +3,450+4.9% | Added |
| Bellecapital International Ltd. | 73,448 | $13.2M | 2.62% | +676+0.9% | Added |
| Nissay Asset Management Corp | 73,431 | $13.2M | 0.08% | +2,394+3.4% | Added |
| GDS Wealth Management | 72,506 | $13.0M | 1.27% | +6,417+9.7% | Added |
| Bragg Financial Advisors, Inc | 72,563 | $13.0M | 0.54% | +70+0.1% | Added |
| Prio Wealth Limited Partnership | 71,928 | $12.9M | 0.38% | −2,030−2.7% | Reduced |
| PGGM Investments | 71,642 | $12.9M | 0.16% | +5,288+8.0% | Added |
| Addenda Capital Inc. | 71,476 | $12.8M | 0.46% | −123−0.2% | Reduced |
| Mutual of America Capital Management LLC | 70,897 | $12.7M | 0.13% | −2,890−3.9% | Reduced |
| Woodstock Corp | 70,124 | $12.6M | 1.21% | +50.0% | Added |
| Pathstone Holdings, LLC | 69,916 | $12.6M | 0.06% | −1,024−1.4% | Reduced |
| LSV Asset Management | 69,600 | $12.5M | 0.03% | −16,100−18.8% | Reduced |
| Dillon & Associates Inc | 69,409 | $12.5M | 1.76% | +6,373+10.1% | Added |
| Pacer Advisors, Inc. | 68,721 | $12.3M | 0.03% | +6,266+10.0% | Added |
| HighTower Advisors, LLC | 68,558 | $12.3M | 0.02% | −581−0.8% | Reduced |
| Legacy Private Trust Co. | 68,409 | $12.3M | 0.83% | −3,387−4.7% | Reduced |
| Panagora Asset Management Inc | 68,401 | $12.3M | 0.06% | −90.0% | Reduced |
| Walleye Trading LLC | 68,308 | $12.3M | 0.29% | +25,798+60.7% | Added |
| Pinnacle Financial Partners Inc | 67,546 | $12.1M | 0.24% | +415+0.6% | Added |
| Headinvest, LLC | 67,397 | $12.1M | 2.24% | −1,480−2.1% | Reduced |