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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 25,752 | $4.63M | 0.11% | +1,592+6.6% | Added |
| Schonfeld Strategic Advisors LLC | 25,731 | $4.62M | 0.04% | +6,620+34.6% | Added |
| Keeler Thomas Management LLC | 25,672 | $4.61M | 1.46% | +561+2.2% | Added |
| National Bank of Canada | 25,529 | $4.59M | 0.01% | −1,833−6.7% | Reduced |
| Investment Management Corp of Ontario | 25,443 | $4.57M | 0.10% | +6,300+32.9% | Added |
| BancorpSouth Bank | 25,141 | $4.52M | 0.31% | −84−0.3% | Reduced |
| Jag Capital Management, LLC | 24,924 | $4.48M | 0.54% | +462+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 24,903 | $4.47M | 0.01% | +24,902+2,490,200.0% | Added |
| Van Eck Associates Corp | 22,105 | $4.47M | 0.01% | −875−3.8% | Reduced |
| Marex Group plc | 24,751 | $4.45M | 0.10% | +5,862+31.0% | Added |
| Vinva Investment Management Ltd | 24,896 | $4.44M | 0.19% | +566+2.3% | Added |
| First Financial Bank - Trust Division | 24,709 | $4.44M | 0.41% | +269+1.1% | Added |
| Silphium Asset Management Ltd | 24,513 | $4.40M | 1.59% | +5,625+29.8% | Added |
| JB Capital LLC | 24,323 | $4.37M | 0.25% | +356+1.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 24,136 | $4.34M | 0.20% | −8,278−25.5% | Reduced |
| Veriti Management LLC | 24,022 | $4.32M | 0.23% | +3,127+15.0% | Added |
| E. Ohman J:or Asset Management AB | 23,950 | $4.30M | 0.11% | −1,650−6.4% | Reduced |
| Simplex Trading, LLC | 23,865 | $4.29M | 0.14% | +22,442+1,577.1% | Added |
| Public Sector Pension Investment Board | 23,839 | $4.28M | 0.02% | +2,100+9.7% | Added |
| Omers Administration Corp | 23,631 | $4.25M | 0.04% | +2,800+13.4% | Added |
| Capital Analysts, LLC | 23,580 | $4.24M | 0.17% | +1,590+7.2% | Added |
| Avantax Advisory Services, Inc. | 23,526 | $4.23M | 0.03% | +1,462+6.6% | Added |
| Blume Capital Management, Inc. | 23,507 | $4.22M | 0.95% | −562−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 23,483 | $4.22M | 1.44% | −376−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 23,397 | $4.20M | 0.10% | −202−0.9% | Reduced |
| Norinchukin Bank, The | 23,316 | $4.19M | 0.10% | +2,784+13.6% | Added |
| Fred Alger Management, LLC | 23,307 | $4.19M | 0.02% | −39,163−62.7% | Reduced |
| Becker Capital Management Inc | 23,270 | $4.18M | 0.14% | +135+0.6% | Added |
| CWM, LLC | 23,222 | $4.17M | 0.02% | −2,152−8.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,150 | $4.16M | 1.26% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,132 | $4.16M | 0.03% | +1,949+9.2% | Added |
| Cary Street Partners Asset Management LLC | 22,766 | $4.09M | 0.54% | −555−2.4% | Reduced |
| Advisory Services Network, LLC | 27,427 | $4.09M | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 22,698 | $4.08M | 0.13% | +132+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,571 | $4.05M | 0.22% | +7,062+45.5% | Added |
| Horizon Investment Services, LLC | 22,542 | $4.05M | 1.73% | +624+2.8% | Added |
| Peddock Capital Advisors, LLC | 22,537 | $4.05M | 0.97% | +122+0.5% | Added |
| Consolidated Planning Corp | 22,473 | $4.04M | 0.60% | +3,064+15.8% | Added |
| VisionPoint Advisory Group, LLC | 22,339 | $4.01M | 1.35% | −5,031−18.4% | Reduced |
| First National Bank of Omaha | 22,331 | $4.01M | 0.26% | −7,519−25.2% | Reduced |
| Anderson Hoagland & Co | 21,630 | $4.01M | 0.41% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 22,324 | $4.01M | 1.30% | +77+0.3% | Added |
| Forge First Asset Management Inc. | 22,200 | $3.99M | 2.18% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 22,185 | $3.99M | 0.15% | −1,690−7.1% | Reduced |
| Agate Pass Investment Management, LLC | 22,152 | $3.98M | 1.99% | −1,172−5.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 22,070 | $3.96M | 0.15% | −6,369−22.4% | Reduced |
| Birch Capital Management, LLC | 22,018 | $3.96M | 1.93% | +585+2.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,000 | $3.95M | 0.42% | +15,500+238.5% | Added |
| Moors & Cabot, Inc. | 21,630 | $3.89M | 0.19% | −320−1.5% | Reduced |
| First National Advisers, LLC | 21,607 | $3.88M | 0.62% | −3,672−14.5% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $3.88M | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 21,500 | $3.86M | 0.15% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 21,490 | $3.86M | 0.31% | +779+3.8% | Added |
| Baldwin Investment Management, LLC | 21,345 | $3.83M | 0.48% | −600−2.7% | Reduced |
| Raymond James Trust N.A. | 21,208 | $3.81M | 0.08% | +2,001+10.4% | Added |
| Wisconsin Capital Management LLC | 21,175 | $3.80M | 2.00% | +70+0.3% | Added |
| Vident Advisory, LLC | 21,104 | $3.79M | 0.10% | +4,533+27.4% | Added |
| Prelude Capital Management, LLC | 21,077 | $3.79M | 0.29% | −261−1.2% | Reduced |
| Alpha Cubed Investments, LLC | 21,022 | $3.78M | 0.17% | −2,077−9.0% | Reduced |
| Hohimer Wealth Management, LLC | 20,752 | $3.73M | 0.80% | +18+0.1% | Added |
| Empirical Finance, LLC | 20,664 | $3.71M | 0.22% | +388+1.9% | Added |
| AMG National Trust Bank | 20,652 | $3.71M | 0.10% | −2,026−8.9% | Reduced |
| Private Advisor Group, LLC | 20,521 | $3.69M | 0.02% | −300−1.4% | Reduced |
| Mission Wealth Management, LP | 20,323 | $3.65M | 0.09% | −213−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 20,322 | $3.65M | 0.29% | −139−0.7% | Reduced |
| KLCM Advisors, Inc. | 20,243 | $3.64M | 0.43% | +1,020+5.3% | Added |
| Greenland Capital Management LP | 20,035 | $3.60M | 0.65% | +8,330+71.2% | Added |
| Altrafin AG | 20,000 | $3.59M | 1.29% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24,107 | $3.59M | 0.37% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 19,997 | $3.59M | 1.04% | −206−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,940 | $3.58M | 0.30% | +993+5.2% | Added |
| Graphene Investments SAS | 19,900 | $3.58M | 2.29% | −2,600−11.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,869 | $3.57M | 1.52% | +211+1.1% | Added |
| Everence Capital Management Inc | 19,746 | $3.55M | 0.22% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 19,736 | $3.55M | 0.27% | −456−2.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 19,710 | $3.54M | 1.08% | +115+0.6% | Added |
| Sterling Capital Management LLC | 19,664 | $3.53M | 0.05% | +19,664 | New |
| Alpine Woods Capital Investors, LLC | 16,375 | $3.52M | 0.62% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 19,320 | $3.47M | 0.12% | −715−3.6% | Reduced |
| Albert D Mason Inc | 19,192 | $3.45M | 2.21% | −1,074−5.3% | Reduced |
| Sumitomo Life Insurance Co | 19,062 | $3.42M | 0.07% | +2,911+18.0% | Added |
| Bleakley Financial Group, LLC | 18,928 | $3.40M | 0.10% | +529+2.9% | Added |
| Apollon Wealth Management, LLC | 18,806 | $3.38M | 0.10% | −1,480−7.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,752 | $3.37M | 0.30% | −425−2.2% | Reduced |
| Eads & Heald Wealth Management | 18,569 | $3.34M | 1.58% | −1,531−7.6% | Reduced |
| Bridges Investment Management Inc | 18,527 | $3.33M | 0.05% | +20+0.1% | Added |
| Robinson Value Management, Ltd. | 18,478 | $3.32M | 2.15% | −222−1.2% | Reduced |
| Hall Laurie J Trustee | 18,410 | $3.31M | 1.05% | −45−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 18,259 | $3.28M | 0.04% | −283−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,246 | $3.28M | 0.08% | −375−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18,114 | $3.25M | 0.01% | +2,924+19.2% | Added |
| Berger Financial Group, Inc | 18,107 | $3.25M | 0.23% | −233−1.3% | Reduced |
| LaFleur & Godfrey LLC | 18,041 | $3.24M | 0.45% | −1,420−7.3% | Reduced |
| Ellenbecker Investment Group | 17,992 | $3.23M | 0.61% | −2,140−10.6% | Reduced |
| CHB Investment Group, LLC | 17,962 | $3.23M | 1.71% | +17,962 | New |
| Axxcess Wealth Management, LLC | 17,877 | $3.21M | 0.08% | −368−2.0% | Reduced |
| Bryn Mawr Trust Co | 17,314 | $3.11M | 0.06% | +13,314+332.9% | Added |
| Gabelli Funds LLC | 17,300 | $3.11M | 0.02% | −1,500−8.0% | Reduced |
| Condor Capital Management | 17,132 | $3.08M | 0.28% | +12,601+278.1% | Added |
| First Horizon Advisors, Inc. | 17,089 | $3.07M | 0.09% | +645+3.9% | Added |