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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 11,342 | $2.04M | 0.02% | −5,863−34.1% | Reduced |
| Abundance Wealth Counselors | 11,311 | $2.03M | 0.42% | +11,311 | New |
| Central Valley Advisors, LLC | 11,267 | $2.02M | 1.14% | +129+1.2% | Added |
| Chilton Investment Co LLC | 11,175 | $2.01M | 0.05% | −200−1.8% | Reduced |
| Global Retirement Partners, LLC | 11,112 | $2.00M | 0.06% | +495+4.7% | Added |
| Signature Wealth Management Group | 11,064 | $1.99M | 0.80% | +365+3.4% | Added |
| Jacobi Capital Management LLC | 11,060 | $1.99M | 0.15% | +478+4.5% | Added |
| Knollwood Investment Advisory, LLC | 11,056 | $1.99M | 0.21% | 00.0% | Unchanged |
| Bokf, NA | 10,800 | $1.98M | 0.04% | −16−0.1% | Reduced |
| AE Wealth Management LLC | 10,980 | $1.97M | 0.02% | −5,156−32.0% | Reduced |
| LGT Group Foundation | 10,772 | $1.97M | 0.03% | +10,772 | New |
| Duncker Streett & Co Inc | 10,834 | $1.95M | 0.36% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,828 | $1.95M | 0.27% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,810 | $1.94M | 0.08% | −14,860−57.9% | Reduced |
| AdvisorNet Financial, Inc | 10,796 | $1.94M | 0.14% | −282−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,746 | $1.93M | 0.07% | −190−1.7% | Reduced |
| Allianz SE | 10,703 | $1.92M | 0.05% | +9,003+529.6% | Added |
| Secure Asset Management, LLC | 10,697 | $1.92M | 0.32% | −896−7.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,648 | $1.91M | 0.51% | −2,492−19.0% | Reduced |
| Alps Advisors Inc | 10,605 | $1.91M | 0.01% | −2,362−18.2% | Reduced |
| Legacy Advisors, LLC | 10,554 | $1.90M | 0.21% | +3,819+56.7% | Added |
| Central Pacific Bank - Trust Division | 10,533 | $1.89M | 0.24% | −676−6.0% | Reduced |
| Level Four Advisory Services, LLC | 9,461 | $1.87M | 0.08% | +200+2.2% | Added |
| Boston Partners | 10,321 | $1.85M | 0.00% | −656−6.0% | Reduced |
| Bray Capital Advisors | 10,238 | $1.84M | 0.45% | −660−6.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,178 | $1.83M | 0.25% | −608−5.6% | Reduced |
| Cadinha & Co LLC | 10,107 | $1.82M | 0.31% | −58,091−85.2% | Reduced |
| Embree Financial Group | 10,100 | $1.81M | 0.32% | −150−1.5% | Reduced |
| ICW Investment Advisors LLC | 10,098 | $1.81M | 0.76% | +134+1.3% | Added |
| Harbour Investments, Inc. | 10,064 | $1.81M | 0.05% | +75+0.8% | Added |
| HighVista Strategies LLC | 10,053 | $1.81M | 0.62% | −5,500−35.4% | Reduced |
| Black Creek Investment Management Inc. | 10,038 | $1.80M | 0.06% | +10,038 | New |
| Capital International Sarl | 10,000 | $1.80M | 0.05% | +3,355+50.5% | Added |
| China Universal Asset Management Co., Ltd. | 10,000 | $1.80M | 0.20% | +10,000 | New |
| Great Lakes Advisors, LLC | 9,987 | $1.79M | 0.02% | +7,086+244.3% | Added |
| Wedbush Securities Inc | 9,950 | $1.79M | 0.07% | −3,525−26.2% | Reduced |
| Independent Advisor Alliance | 9,814 | $1.76M | 0.06% | −127−1.3% | Reduced |
| Veracity Capital LLC | 9,806 | $1.76M | 0.67% | −3,552−26.6% | Reduced |
| Smithfield Trust Co | 9,786 | $1.76M | 0.09% | +163+1.7% | Added |
| Manchester Capital Management LLC | 9,782 | $1.76M | 0.21% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,775 | $1.76M | 0.30% | +25+0.3% | Added |
| Exchange Traded Concepts, LLC | 9,772 | $1.76M | 0.04% | −1,214−11.1% | Reduced |
| Yarbrough Capital, LLC | 9,756 | $1.75M | 0.07% | −3,204−24.7% | Reduced |
| Andra AP-fonden | 9,695 | $1.74M | 0.03% | −45,600−82.5% | Reduced |
| Redwood Investment Management, LLC | 9,747 | $1.74M | 0.15% | −190−1.9% | Reduced |
| Pitcairn Co | 9,643 | $1.73M | 0.10% | −581−5.7% | Reduced |
| Archford Capital Strategies, LLC | 8,942 | $1.73M | 0.26% | +206+2.4% | Added |
| Palouse Capital Management, Inc. | 9,590 | $1.72M | 1.09% | −453−4.5% | Reduced |
| National Asset Management, Inc. | 9,437 | $1.72M | 0.05% | −9,231−49.4% | Reduced |
| Equitable Holdings, Inc. | 9,506 | $1.71M | 0.02% | +631+7.1% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.69M | 0.47% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,397 | $1.69M | 0.02% | −423−4.3% | Reduced |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.81% | +1,363+11.3% | Added |
| Ifrah Financial Services, Inc. | 9,335 | $1.68M | 0.45% | −204−2.1% | Reduced |
| Empowered Funds, LLC | 9,328 | $1.68M | 0.03% | +626+7.2% | Added |
| Dorchester Wealth Management Co | 9,297 | $1.67M | 0.30% | −925−9.0% | Reduced |
| First Interstate Bank | 9,281 | $1.67M | 0.10% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 9,247 | $1.66M | 0.05% | +393+4.4% | Added |
| Profund Advisors LLC | 9,098 | $1.63M | 0.06% | +285+3.2% | Added |
| Change Path, LLC | 9,088 | $1.63M | 0.06% | +1,405+18.3% | Added |
| Focus Financial Network, Inc. | 9,079 | $1.63M | 0.07% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 9,034 | $1.62M | 0.40% | −1,053−10.4% | Reduced |
| Callahan Advisors, LLC | 8,985 | $1.61M | 0.16% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 8,981 | $1.61M | 1.27% | −314−3.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,918 | $1.60M | 0.03% | +100+1.1% | Added |
| Act Two Investors LLC | 8,894 | $1.60M | 0.30% | +7,099+395.5% | Added |
| Key Financial Inc | 8,834 | $1.59M | 0.35% | +22+0.2% | Added |
| Centurion Wealth Management LLC | 8,828 | $1.59M | 0.51% | +8,828 | New |
| U.S. Capital Wealth Advisors, LLC | 8,827 | $1.59M | 0.06% | −1,626−15.6% | Reduced |
| Semmax Financial Advisors Inc. | 7,406 | $1.59M | 0.44% | −141−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,798 | $1.58M | 0.34% | +8,798 | New |
| Moody National Bank Trust Division | 8,795 | $1.58M | 0.17% | −397−4.3% | Reduced |
| Brevan Howard Capital Management LP | 8,791 | $1.58M | 0.08% | −21,103−70.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,781 | $1.58M | 0.02% | +398+4.7% | Added |
| Delphi Management Inc | 8,767 | $1.57M | 1.43% | −1,504−14.6% | Reduced |
| Freestone Capital Holdings, LLC | 8,713 | $1.57M | 0.05% | +9+0.1% | Added |
| Evoke Wealth, LLC | 8,708 | $1.56M | 0.04% | +8,708 | New |
| Miracle Mile Advisors, LLC | 8,695 | $1.56M | 0.04% | +777+9.8% | Added |
| Oddo BHF Asset Management SAS | 8,678 | $1.56M | 0.08% | +8,678 | New |
| Owen LaRue, LLC | 8,629 | $1.55M | 0.82% | +8,629 | New |
| AustralianSuper Pty Ltd | 8,604 | $1.55M | 0.01% | +8,604 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,593 | $1.54M | 0.03% | +5,367+166.4% | Added |
| Radnor Capital Management, LLC | 8,588 | $1.54M | 0.23% | +8,588 | New |
| Landaas & Co | 8,561 | $1.54M | 0.43% | +2,248+35.6% | Added |
| Cooper Financial Group | 8,533 | $1.53M | 0.20% | −5,866−40.7% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $1.52M | 0.06% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 8,436 | $1.52M | 0.51% | +236+2.9% | Added |
| Lebenthal Global Advisors, LLC | 8,428 | $1.51M | 0.31% | −31−0.4% | Reduced |
| Wexford Capital LP | 8,419 | $1.51M | 0.36% | +8,419 | New |
| Addison Advisors LLC | 8,397 | $1.51M | 0.42% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 8,364 | $1.50M | 0.27% | +919+12.3% | Added |
| Acadian Asset Management LLC | 8,347 | $1.50M | 0.00% | −12,058−59.1% | Reduced |
| SRS Capital Advisors, Inc. | 8,270 | $1.49M | 0.13% | +7+0.1% | Added |
| Lederer & Associates Investment Counsel | 8,220 | $1.48M | 1.04% | −152−1.8% | Reduced |
| Flputnam Investment Management Co | 10,013 | $1.47M | 0.03% | +1,529+18.0% | Added |
| Brown Brothers Harriman & Co | 8,180 | $1.47M | 0.01% | +133+1.7% | Added |
| Pflug Koory, LLC | 8,165 | $1.47M | 0.72% | +8,165 | New |
| JGP Wealth Management, LLC | 8,084 | $1.45M | 0.19% | +319+4.1% | Added |
| Williams Jones Wealth Management, LLC. | 8,069 | $1.45M | 0.02% | +40.0% | Added |
| Darwin Advisors, LLC | 8,067 | $1.45M | 0.40% | +8,067 | New |