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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 17,046 | $3.06M | 0.21% | −1,826−9.7% | Reduced |
| Olstein Capital Management, L.P. | 17,000 | $3.05M | 0.52% | +4,000+30.8% | Added |
| Maxwell Wealth Strategies Inc. | 15,009 | $3.05M | 1.30% | +2,869+23.6% | Added |
| Ashton Thomas Private Wealth, LLC | 16,539 | $2.97M | 0.16% | +3,290+24.8% | Added |
| WESCAP Management Group, Inc. | 16,340 | $2.94M | 0.74% | −284−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,032 | $2.88M | 0.13% | +722+4.7% | Added |
| North Star Investment Management Corp. | 16,018 | $2.88M | 0.20% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 16,006 | $2.88M | 0.88% | −2,607−14.0% | Reduced |
| Portfolio Design Labs, LLC | 15,923 | $2.86M | 0.80% | −1,339−7.8% | Reduced |
| Fairbanks Capital Management, Inc. | 15,781 | $2.84M | 1.78% | +555+3.6% | Added |
| Park Avenue Securities LLC | 15,622 | $2.81M | 0.03% | −4,902−23.9% | Reduced |
| Salvus Wealth Management, LLC | 15,591 | $2.80M | 1.72% | +15,591 | New |
| Aviso Financial Inc. | 15,565 | $2.80M | 0.14% | −266−1.7% | Reduced |
| Argyle Capital Management Inc. | 15,523 | $2.79M | 1.11% | −1,965−11.2% | Reduced |
| Squarepoint Ops LLC | 15,500 | $2.78M | 0.01% | −356−2.2% | Reduced |
| Harbor Capital Advisors, Inc. | 15,448 | $2.77M | 0.12% | −1,691−9.9% | Reduced |
| Ostrum Asset Management | 15,432 | $2.77M | 0.23% | −254−1.6% | Reduced |
| Fiduciary Family Office, LLC | 15,259 | $2.74M | 0.90% | −590−3.7% | Reduced |
| Kendall Capital Management | 15,148 | $2.72M | 0.84% | +270+1.8% | Added |
| Hamilton Capital Partners Inc. | 15,082 | $2.71M | 0.23% | +785+5.5% | Added |
| Newman Dignan & Sheerar, Inc. | 13,367 | $2.69M | 0.64% | +40+0.3% | Added |
| Meeder Advisory Services, Inc. | 14,890 | $2.68M | 0.17% | −173−1.1% | Reduced |
| Avanda Investment Management Pte. Ltd. | 14,883 | $2.67M | 0.52% | −14,584−49.5% | Reduced |
| Burney Co | 14,863 | $2.67M | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,804 | $2.66M | 0.12% | −148−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 14,793 | $2.66M | 0.03% | −595−3.9% | Reduced |
| Palumbo Wealth Management LLC | 14,761 | $2.65M | 1.03% | +321+2.2% | Added |
| Coldstream Capital Management Inc | 14,419 | $2.64M | 0.06% | +1,766+14.0% | Added |
| BDF-Gestion | 20,000 | $2.64M | 0.43% | 00.0% | Unchanged |
| Umb Bank N A | 14,596 | $2.62M | 0.04% | +175+1.2% | Added |
| GAMMA Investing LLC | 14,547 | $2.61M | 0.26% | +2,360+19.4% | Added |
| Longbow Finance SA | 14,439 | $2.59M | 0.28% | +14,439 | New |
| Asio Capital, LLC | 14,424 | $2.59M | 0.49% | +14,424 | New |
| Harrell Investment Partners, LLC | 14,297 | $2.57M | 0.73% | +113+0.8% | Added |
| We Are One Seven, LLC | 14,285 | $2.57M | 0.11% | +422+3.0% | Added |
| Davenport & Co LLC | 14,282 | $2.57M | 0.02% | +202+1.4% | Added |
| Hel Ved Capital Management Ltd | 14,250 | $2.56M | 1.21% | +14,250 | New |
| Roundview Capital LLC | 14,210 | $2.55M | 0.18% | +788+5.9% | Added |
| Harbor Investment Advisory, LLC | 14,124 | $2.54M | 0.25% | −391−2.7% | Reduced |
| CAPROCK Group, Inc. | 14,022 | $2.52M | 0.09% | −1,228−8.1% | Reduced |
| Paloma Partners Management Co | 14,000 | $2.52M | 0.13% | −8,361−37.4% | Reduced |
| Tower Research Capital LLC (TRC) | 13,922 | $2.50M | 0.07% | −20,950−60.1% | Reduced |
| Legato Capital Management LLC | 13,893 | $2.50M | 0.31% | 00.0% | Unchanged |
| City Holding Co | 13,877 | $2.49M | 0.35% | +1,667+13.7% | Added |
| Central Trust Co | 13,853 | $2.49M | 0.06% | −5,357−27.9% | Reduced |
| Fayez Sarofim & Co | 13,844 | $2.49M | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,322 | $2.47M | 0.96% | +10+0.1% | Added |
| Cullen Investment Group, Ltd. | 13,741 | $2.47M | 0.37% | +199+1.5% | Added |
| Thoroughbred Financial Services, LLC | 13,720 | $2.46M | 0.16% | −38−0.3% | Reduced |
| Trinity Financial Advisors LLC | 19,014 | $2.46M | 1.10% | −362−1.9% | Reduced |
| Passumpsic Savings Bank | 13,694 | $2.46M | 1.61% | −177−1.3% | Reduced |
| United Services Automobile Association | 13,553 | $2.43M | 0.06% | −2,981−18.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,537 | $2.43M | 0.89% | +67+0.5% | Added |
| Wealthspire Advisors, LLC | 13,517 | $2.43M | 0.02% | +1,552+13.0% | Added |
| Hardy Reed LLC | 13,378 | $2.40M | 0.22% | 00.0% | Unchanged |
| Bamco Inc | 13,300 | $2.39M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,294 | $2.39M | 0.10% | +136+1.0% | Added |
| Scotia Capital Inc. | 13,068 | $2.35M | 0.01% | +2,509+23.8% | Added |
| Tiaa Trust, National Association | 12,973 | $2.33M | 0.01% | +1,407+12.2% | Added |
| Buttonwood Financial Advisors Inc. | 12,929 | $2.32M | 1.01% | −676−5.0% | Reduced |
| Annex Advisory Services, LLC | 12,872 | $2.31M | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,869 | $2.31M | 0.17% | +2,157+20.1% | Added |
| Burke & Herbert Bank & Trust Co | 12,850 | $2.31M | 0.54% | −85−0.7% | Reduced |
| Citizens Financial Group Inc | 12,824 | $2.30M | 0.05% | +222+1.8% | Added |
| GLOBALT Investments LLC | 12,785 | $2.30M | 0.09% | +306+2.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.29M | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 12,638 | $2.27M | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,614 | $2.27M | 0.05% | −465−3.6% | Reduced |
| Signaturefd, LLC | 12,604 | $2.26M | 0.04% | −1,199−8.7% | Reduced |
| Covey Capital Advisors, LLC | 12,577 | $2.26M | 2.50% | −430−3.3% | Reduced |
| Summit Trail Advisors, LLC | 12,538 | $2.25M | 0.06% | +95+0.8% | Added |
| Main Street Financial Solutions, LLC | 12,536 | $2.25M | 0.21% | −216−1.7% | Reduced |
| HighPoint Advisor Group LLC | 11,051 | $2.23M | 0.13% | +2,848+34.7% | Added |
| Magellan Asset Management Ltd | 12,396 | $2.23M | 0.02% | −4,779−27.8% | Reduced |
| Sawyer & Company, Inc | 12,388 | $2.23M | 0.82% | +244+2.0% | Added |
| EP Wealth Advisors, LLC | 12,373 | $2.22M | 0.02% | +97+0.8% | Added |
| Concurrent Investment Advisors, LLC | 12,342 | $2.22M | 0.07% | +1,105+9.8% | Added |
| Arvest Investments, Inc. | 12,342 | $2.22M | 0.33% | −3,529−22.2% | Reduced |
| Pinnacle Associates Ltd | 16,668 | $2.21M | 0.04% | −242−1.4% | Reduced |
| Palisade Asset Management, LLC | 12,252 | $2.20M | 0.22% | −2,750−18.3% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $2.20M | 0.24% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 12,237 | $2.20M | 0.46% | +419+3.5% | Added |
| Carrera Capital Advisors | 12,130 | $2.18M | 0.53% | +1,809+17.5% | Added |
| Midwest Professional Planners, LTD. | 12,121 | $2.18M | 0.67% | +385+3.3% | Added |
| Wolverine Trading, LLC | 12,190 | $2.17M | 0.06% | +9,025+285.2% | Added |
| Kovack Advisors, Inc. | 12,067 | $2.17M | 0.23% | 00.0% | Unchanged |
| Greenleaf Trust | 12,065 | $2.17M | 0.02% | −60.0% | Reduced |
| WealthShield Partners, LLC | 12,002 | $2.16M | 0.29% | +516+4.5% | Added |
| Barbara Oil Co. | 12,000 | $2.16M | 0.88% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 11,914 | $2.14M | 0.05% | −1,500−11.2% | Reduced |
| Lindbrook Capital, LLC | 11,909 | $2.14M | 0.19% | +3,063+34.6% | Added |
| Twin Capital Management Inc | 11,852 | $2.13M | 0.24% | −5,377−31.2% | Reduced |
| V-Square Quantitative Management LLC | 11,813 | $2.12M | 0.31% | +249+2.2% | Added |
| Unique Wealth, LLC | 11,715 | $2.10M | 0.48% | +1,840+18.6% | Added |
| Liontrust Investment Partners LLP | 14,109 | $2.10M | 0.03% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 11,680 | $2.10M | 1.50% | +104+0.9% | Added |
| Harvey Capital Management Inc | 11,670 | $2.10M | 0.52% | −100−0.8% | Reduced |
| Benjamin Edwards Inc | 11,622 | $2.09M | 0.03% | +11,479+8,027.3% | Added |
| Vestcor Inc | 11,357 | $2.04M | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,347 | $2.04M | 0.17% | +549+5.1% | Added |