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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 67,051 | $12.0M | 0.06% | −880−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,183 | $12.0M | 0.11% | +3,987+6.9% | Added |
| iA Global Asset Management Inc. | 66,708 | $12.0M | 0.21% | +61,806+1,260.8% | Added |
| Clark Estates Inc | 65,300 | $11.7M | 2.18% | −35,000−34.9% | Reduced |
| Robertson Opportunity Capital, LLC | 64,600 | $11.6M | 4.48% | 00.0% | Unchanged |
| Lido Advisors, LLC | 64,561 | $11.6M | 0.09% | +51,473+393.3% | Added |
| Natixis | 63,897 | $11.5M | 0.07% | −82,888−56.5% | Reduced |
| Webster Bank, N. A. | 63,679 | $11.4M | 1.22% | −3,212−4.8% | Reduced |
| M&G Plc | 62,552 | $11.3M | 0.06% | −5,521−8.1% | Reduced |
| Diversified Trust Co | 61,972 | $11.1M | 0.28% | +1,642+2.7% | Added |
| Sequoia Financial Advisors, LLC | 61,886 | $11.1M | 0.12% | +48,270+354.5% | Added |
| Live Oak Private Wealth LLC | 61,788 | $11.1M | 1.80% | −404−0.6% | Reduced |
| Papp L Roy & Associates | 60,558 | $10.9M | 1.32% | +400+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 60,349 | $10.8M | 0.66% | −618−1.0% | Reduced |
| Chesley Taft & Associates LLC | 60,303 | $10.8M | 0.52% | −1,084−1.8% | Reduced |
| Janney Montgomery Scott LLC | 60,091 | $10.8M | 0.03% | −8,770−12.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.8M | 0.12% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 59,347 | $10.7M | 0.13% | −30,960−34.3% | Reduced |
| ProVise Management Group, LLC | 59,217 | $10.6M | 0.84% | +194+0.3% | Added |
| Advisors Asset Management, Inc. | 58,886 | $10.6M | 0.19% | +2,373+4.2% | Added |
| Peapack Gladstone Financial Corp | 57,874 | $10.4M | 0.15% | −8,198−12.4% | Reduced |
| Cozad Asset Management Inc | 56,812 | $10.2M | 0.98% | −150−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 56,554 | $10.2M | 0.16% | −1,873−3.2% | Reduced |
| CX Institutional | 56,440 | $10.1M | 0.45% | +7,943+16.4% | Added |
| Shell Asset Management Co | 56,415 | $10.1M | 0.45% | +56,415 | New |
| Hudson Bay Capital Management LP | 56,408 | $10.1M | 0.07% | +10,472+22.8% | Added |
| Advisor Group Holdings, Inc. | 56,332 | $10.1M | 0.02% | −5,482−8.9% | Reduced |
| Legal Advantage Investments, Inc. | 55,887 | $10.0M | 5.52% | −400−0.7% | Reduced |
| First Hawaiian Bank | 55,884 | $10.0M | 0.32% | −9,618−14.7% | Reduced |
| Pensionmark Financial Group, LLC | 55,802 | $10.0M | 0.32% | +52,247+1,469.7% | Added |
| Elo Mutual Pension Insurance Co | 55,608 | $9.99M | 0.21% | +1,434+2.6% | Added |
| Guggenheim Capital LLC | 54,920 | $9.87M | 0.07% | +930+1.7% | Added |
| Soros Capital Management LLC | 54,797 | $9.84M | 2.37% | +22,884+71.7% | Added |
| Middleton & Co Inc | 54,223 | $9.74M | 1.08% | −631−1.2% | Reduced |
| River & Mercantile Asset Management LLP | 54,111 | $9.72M | 2.09% | −302−0.6% | Reduced |
| Carderock Capital Management Inc | 53,717 | $9.65M | 2.28% | −39−0.1% | Reduced |
| M&R Capital Management Inc | 53,608 | $9.63M | 2.12% | −640−1.2% | Reduced |
| Marks Group Wealth Management, Inc | 53,588 | $9.63M | 0.92% | −2,101−3.8% | Reduced |
| Hound Partners, LLC | 53,419 | $9.60M | 2.40% | −47,784−47.2% | Reduced |
| Builder Investment Group Inc | 53,237 | $9.56M | 2.57% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 52,598 | $9.45M | 0.84% | −3,286−5.9% | Reduced |
| Liberty Capital Management, Inc. | 52,241 | $9.39M | 2.08% | +207+0.4% | Added |
| Contravisory Investment Management, Inc. | 52,028 | $9.35M | 2.00% | −499−0.9% | Reduced |
| JustInvest LLC | 52,015 | $9.34M | 0.15% | +8,923+20.7% | Added |
| Dnca Finance | 51,500 | $9.25M | 0.79% | +51,500 | New |
| Atria Investments LLC | 51,326 | $9.22M | 0.11% | −8,219−13.8% | Reduced |
| Verdence Capital Advisors LLC | 51,163 | $9.19M | 0.73% | +1,048+2.1% | Added |
| Smithbridge Asset Management Inc | 51,118 | $9.18M | 1.58% | −3,476−6.4% | Reduced |
| Sanctuary Advisors, LLC | 41,355 | $9.16M | 0.06% | −16,910−29.0% | Reduced |
| Two Point Capital Management, Inc. | 50,611 | $9.09M | 3.32% | +590+1.2% | Added |
| Wellington Management Group LLP | 50,386 | $9.05M | 0.00% | +22,410+80.1% | Added |
| Eagle Rock Investment Company, LLC | 50,200 | $9.02M | 1.51% | +9,702+24.0% | Added |
| Hantz Financial Services, Inc. | 49,769 | $8.94M | 0.16% | −2,558−4.9% | Reduced |
| Wilkins Investment Counsel Inc | 49,753 | $8.94M | 1.24% | −1,252−2.5% | Reduced |
| Spire Wealth Management | 49,516 | $8.90M | 0.30% | −1,572−3.1% | Reduced |
| Brooktree Capital Management | 49,340 | $8.86M | 7.20% | −345−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 49,276 | $8.85M | 0.17% | −980−2.0% | Reduced |
| Intech Investment Management LLC | 49,229 | $8.84M | 0.10% | −5,170−9.5% | Reduced |
| AMJ Financial Wealth Management | 49,222 | $8.84M | 2.54% | +275+0.6% | Added |
| First National Trust Co | 48,924 | $8.79M | 0.34% | −519−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,801 | $8.76M | 0.04% | +7,817+16.3% | Added |
| Palmer Knight Co | 48,402 | $8.70M | 3.82% | −526−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 48,144 | $8.65M | 0.22% | −2,658−5.2% | Reduced |
| Core Alternative Capital | 48,102 | $8.64M | 1.67% | −6,955−12.6% | Reduced |
| Oarsman Capital, Inc. | 47,884 | $8.60M | 1.59% | −486−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 47,334 | $8.50M | 1.16% | −2,782−5.6% | Reduced |
| Marietta Investment Partners LLC | 47,213 | $8.48M | 1.80% | −316−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 46,916 | $8.43M | 0.31% | −504−1.1% | Reduced |
| Prudential PLC | 46,820 | $8.41M | 0.04% | −18,477−28.3% | Reduced |
| Thomas Story & Son LLC | 46,800 | $8.41M | 3.43% | −150.0% | Reduced |
| Cheviot Value Management, LLC | 46,489 | $8.35M | 1.58% | −6,386−12.1% | Reduced |
| Redmond Asset Management, LLC | 46,367 | $8.33M | 2.61% | −403−0.9% | Reduced |
| Sendero Wealth Management, LLC | 46,322 | $8.32M | 1.31% | +1,858+4.2% | Added |
| Jacobs & Co | 46,264 | $8.31M | 0.83% | −2,480−5.1% | Reduced |
| Delaney Dennis R | 46,176 | $8.30M | 4.28% | −1,535−3.2% | Reduced |
| M. Kraus & Co | 45,947 | $8.25M | 2.42% | −1,075−2.3% | Reduced |
| Hills Bank & Trust Co | 45,810 | $8.23M | 0.62% | −1,996−4.2% | Reduced |
| Sora Investors LLC | 45,259 | $8.13M | 1.42% | +45,259 | New |
| Howe & Rusling Inc | 45,113 | $8.10M | 0.70% | +1,561+3.6% | Added |
| Man Group plc | 44,933 | $8.07M | 0.02% | +22,889+103.8% | Added |
| Ayrshire Capital Management LLC | 44,909 | $8.07M | 3.84% | −624−1.4% | Reduced |
| AdvisorShares Investments LLC | 44,759 | $8.04M | 1.54% | +712+1.6% | Added |
| Thompson Investment Management, Inc. | 44,365 | $7.97M | 1.14% | −244−0.5% | Reduced |
| HM Payson & Co | 44,076 | $7.92M | 0.14% | −2,851−6.1% | Reduced |
| RMB Capital Management, LLC | 44,030 | $7.91M | 0.18% | +763+1.8% | Added |
| Weiss Asset Management LP | 43,508 | $7.82M | 0.20% | +30,024+222.7% | Added |
| Cresset Asset Management, LLC | 43,441 | $7.80M | 0.03% | +1,297+3.1% | Added |
| Argent Financial Group, Inc. | 43,016 | $7.73M | 0.92% | +43,016 | New |
| Baker Ellis Asset Management LLC | 42,830 | $7.69M | 1.09% | −240−0.6% | Reduced |
| VeriStar Capital Management LP | 42,154 | $7.57M | 10.56% | −69,546−62.3% | Reduced |
| Marshall & Sullivan Inc | 42,142 | $7.57M | 3.64% | −931−2.2% | Reduced |
| Resources Management Corp | 42,138 | $7.57M | 1.02% | −425−1.0% | Reduced |
| Assetmark, Inc | 41,436 | $7.44M | 0.02% | +8,923+27.4% | Added |
| TD Waterhouse Canada Inc. | 40,964 | $7.42M | 0.06% | +1,957+5.0% | Added |
| Edgemoor Investment Advisors, Inc. | 41,154 | $7.39M | 0.64% | +1,293+3.2% | Added |
| Brinker Capital Investments, LLC | 41,073 | $7.38M | 0.07% | −4,935−10.7% | Reduced |
| Orion Portfolio Solutions, LLC | 41,073 | $7.38M | 0.07% | −4,935−10.7% | Reduced |
| Quantinno Capital Management LP | 40,972 | $7.36M | 0.10% | +6,722+19.6% | Added |
| Cloverfields Capital Group, LP | 40,938 | $7.35M | 2.38% | −3,507−7.9% | Reduced |
| Notis-McConarty Edward | 40,702 | $7.31M | 3.31% | −5,116−11.2% | Reduced |