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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 40,676 | $7.31M | 0.02% | +170+0.4% | Added |
| TownSquare Capital, LLC | 40,399 | $7.26M | 0.09% | +2,219+5.8% | Added |
| CMH Wealth Management LLC | 40,374 | $7.25M | 1.71% | −976−2.4% | Reduced |
| Brookstone Capital Management | 40,306 | $7.24M | 0.11% | +5,927+17.2% | Added |
| Ironwood Investment Counsel, LLC | 40,189 | $7.22M | 1.20% | −126−0.3% | Reduced |
| Kentucky Retirement Systems | 40,108 | $7.21M | 0.21% | −3,983−9.0% | Reduced |
| John G Ullman & Associates Inc | 39,835 | $7.16M | 1.03% | −3,216−7.5% | Reduced |
| Tandem Investment Advisors, Inc. | 39,797 | $7.15M | 0.27% | −693−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 39,444 | $7.08M | 0.08% | +3,181+8.8% | Added |
| Selway Asset Management | 39,005 | $7.01M | 2.74% | 00.0% | Unchanged |
| Colony Group, LLC | 38,593 | $6.93M | 0.02% | −20,643−34.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 38,441 | $6.91M | 2.56% | −652−1.7% | Reduced |
| Wealthfront Advisers LLC | 37,823 | $6.79M | 0.02% | +4,068+12.1% | Added |
| Mizuho Securities USA LLC | 37,333 | $6.71M | 0.14% | −7,780−17.2% | Reduced |
| HGK Asset Management Inc | 37,256 | $6.69M | 1.24% | −960−2.5% | Reduced |
| Carmel Capital Management L.L.C. | 37,240 | $6.69M | 2.51% | −305−0.8% | Reduced |
| Cox Capital Mgt LLC | 36,816 | $6.61M | 3.96% | −13,565−26.9% | Reduced |
| Eley Financial Management, Inc | 36,550 | $6.57M | 2.64% | −837−2.2% | Reduced |
| Hartford Investment Management Co | 36,355 | $6.53M | 0.22% | −1,186−3.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 36,150 | $6.49M | 0.07% | +36,150 | New |
| Gilman Hill Asset Management, LLC | 36,141 | $6.49M | 1.09% | +720+2.0% | Added |
| Buckhead Capital Management LLC | 36,018 | $6.47M | 2.05% | −3,057−7.8% | Reduced |
| Matrix Asset Advisors Inc | 35,971 | $6.46M | 0.72% | −1,137−3.1% | Reduced |
| MAI Capital Management | 35,792 | $6.43M | 0.06% | −1,064−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 35,764 | $6.42M | 0.11% | −7,283−16.9% | Reduced |
| Anchor Investment Management, LLC | 35,463 | $6.37M | 0.60% | +497+1.4% | Added |
| GTS Securities LLC | 35,382 | $6.36M | 0.13% | +18,377+108.1% | Added |
| Reynders McVeigh Capital Management, LLC | 35,354 | $6.35M | 0.34% | −1,544−4.2% | Reduced |
| Compass Wealth Management LLC | 35,184 | $6.32M | 1.49% | −650−1.8% | Reduced |
| D L Carlson Investment Group Inc | 35,130 | $6.31M | 1.14% | −226−0.6% | Reduced |
| Geneos Wealth Management Inc. | 34,835 | $6.26M | 0.24% | −1,323−3.7% | Reduced |
| Baxter Bros Inc | 34,818 | $6.26M | 0.81% | −3,108−8.2% | Reduced |
| DF Dent & Co Inc | 34,745 | $6.24M | 0.08% | −612−1.7% | Reduced |
| Nicollet Investment Management, Inc. | 34,298 | $6.16M | 2.13% | +19+0.1% | Added |
| First Western Trust Bank | 34,099 | $6.13M | 0.28% | −3,034−8.2% | Reduced |
| Toroso Investments, LLC | 34,032 | $6.11M | 0.07% | +3,236+10.5% | Added |
| Snowden Capital Advisors LLC | 33,972 | $6.10M | 0.18% | +136+0.4% | Added |
| Nilsine Partners, LLC | 33,657 | $6.05M | 0.78% | −382−1.1% | Reduced |
| SFE Investment Counsel | 33,489 | $6.02M | 1.25% | +152+0.5% | Added |
| BSN Capital Partners Ltd | 38,163 | $6.00M | 1.18% | +38,163 | New |
| Maryland State Retirement & Pension System | 33,154 | $5.96M | 0.13% | −12,243−27.0% | Reduced |
| Meridian Management Co | 33,111 | $5.95M | 1.51% | +2,590+8.5% | Added |
| Argent Trust Co | 32,998 | $5.93M | 0.25% | +312+1.0% | Added |
| Value Holdings Management Co. LLC | 33,000 | $5.93M | 1.04% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 32,857 | $5.90M | 0.97% | −311−0.9% | Reduced |
| Bey-Douglas LLC | 32,643 | $5.86M | 5.15% | −132−0.4% | Reduced |
| SpiderRock Advisors, LLC | 32,631 | $5.86M | 0.13% | +18,305+127.8% | Added |
| Rakuten Investment Management, Inc. | 32,794 | $5.85M | 0.03% | +7,808+31.2% | Added |
| Louisiana State Employees Retirement System | 32,400 | $5.82M | 0.11% | −700−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,304 | $5.80M | 0.18% | −1,137−3.4% | Reduced |
| Savant Capital, LLC | 32,271 | $5.80M | 0.05% | +14,358+80.2% | Added |
| Bull Street Advisors, LLC | 32,160 | $5.78M | 2.68% | −150−0.5% | Reduced |
| Walleye Capital LLC | 31,966 | $5.74M | 0.06% | −96,318−75.1% | Reduced |
| Stone Run Capital, LLC | 31,925 | $5.74M | 2.14% | −4,025−11.2% | Reduced |
| Securian Asset Management, Inc | 31,842 | $5.72M | 0.17% | −1,801−5.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,795 | $5.71M | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,785 | $5.71M | 0.07% | −637−2.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $5.67M | 0.82% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,393 | $5.64M | 0.02% | −19,941−38.8% | Reduced |
| Glenview Trust Co | 31,042 | $5.58M | 0.11% | −135−0.4% | Reduced |
| NewSquare Capital LLC | 30,921 | $5.55M | 0.44% | +30,921 | New |
| Moore Capital Management, LP | 30,272 | $5.44M | 0.16% | +30,272 | New |
| Monarch Capital Management Inc | 30,260 | $5.44M | 1.46% | −159−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,045 | $5.40M | 0.05% | +1,465+5.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 30,045 | $5.40M | 0.05% | +30,045 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,798 | $5.35M | 0.21% | −28−0.1% | Reduced |
| Otter Creek Advisors, LLC | 29,627 | $5.32M | 3.38% | −1,200−3.9% | Reduced |
| United Capital Financial Advisers, LLC | 29,492 | $5.30M | 0.04% | +100.0% | Added |
| Stephens Inc | 29,111 | $5.23M | 0.07% | −540−1.8% | Reduced |
| New Mexico Educational Retirement Board | 28,616 | $5.14M | 0.17% | −1,600−5.3% | Reduced |
| Timber Creek Capital Management LLC | 28,294 | $5.08M | 1.42% | +4,350+18.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 28,254 | $5.08M | 0.02% | −336−1.2% | Reduced |
| Taylor Financial Group, Inc. | 28,242 | $5.07M | 3.51% | 00.0% | Unchanged |
| Geneva Partners, LLC | 28,181 | $5.06M | 2.19% | +5,460+24.0% | Added |
| Dempze Nancy E | 28,126 | $5.05M | 2.82% | +42+0.1% | Added |
| EagleClaw Capital Managment, LLC | 28,085 | $5.05M | 0.84% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 27,966 | $5.02M | 1.67% | −497−1.7% | Reduced |
| HB Wealth Management, LLC | 27,897 | $5.01M | 0.05% | +831+3.1% | Added |
| Elevatus Welath Management | 27,887 | $5.01M | 1.64% | +16,097+136.5% | Added |
| South State Corp. | 27,856 | $5.00M | 0.34% | −60−0.2% | Reduced |
| Winton Group Ltd | 27,764 | $4.99M | 0.35% | +27,764 | New |
| Fiduciary Trust Co | 27,709 | $4.98M | 0.07% | −136−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,698 | $4.98M | 0.07% | −2,034−6.8% | Reduced |
| Keel Point, LLC | 27,660 | $4.97M | 0.41% | −1,212−4.2% | Reduced |
| NEOS Investment Management LLC | 27,583 | $4.96M | 0.15% | +5,684+26.0% | Added |
| Capital City Trust Co | 27,582 | $4.96M | 1.23% | +636+2.4% | Added |
| Clayton Partners LLC | 27,553 | $4.95M | 3.57% | −233−0.8% | Reduced |
| Ashton Thomas Securities, LLC | 27,259 | $4.90M | 0.95% | +2,186+8.7% | Added |
| Prana Capital Management, LP | 27,144 | $4.88M | 0.22% | −110,284−80.2% | Reduced |
| Graypoint LLC | 27,077 | $4.86M | 0.31% | +478+1.8% | Added |
| Nemes Rush Group LLC | 30,430 | $4.86M | 0.71% | −1,401−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 26,724 | $4.80M | 0.05% | −2,142−7.4% | Reduced |
| FFT Wealth Management LLC | 26,663 | $4.79M | 0.36% | +178+0.7% | Added |
| Illinois Municipal Retirement Fund | 26,601 | $4.78M | 0.07% | 00.0% | Unchanged |
| Ami Investment Management Inc | 26,554 | $4.77M | 1.61% | −2,034−7.1% | Reduced |
| Meridian Wealth Advisors, LLC | 26,360 | $4.74M | 0.79% | +585+2.3% | Added |
| Robbins Farley LLC | 26,279 | $4.72M | 2.38% | −2,235−7.8% | Reduced |
| Ascent Group, LLC | 26,236 | $4.71M | 0.36% | −148−0.6% | Reduced |
| Chiron Investment Management, LLC | 26,213 | $4.71M | 1.66% | +26,213 | New |
| Harber Asset Management LLC | 25,945 | $4.66M | 1.39% | −9,575−27.0% | Reduced |