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Livermore
ZHEN

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, Q4 2024

Institutional positions in Fiserv Inc as of Dec 31, 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
1,904
+211 vs. Q3 2024
Shares held
513.9M
+4.26M (+0.8%) vs. Q3 2024
Total value
$105.8B
+$14.1B (+15.3%) vs. Q3 2024
New holders
281
608 more added
Sold out
70
754 more reduced

34 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,904 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2024: $105.8B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2024.

Institutions holding FISV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC2$00.00%+2New
Clear Street Markets LLC2$4110.00%+2New
Kohmann Bosshard Financial Services, LLC2$4110.00%+2New
Sugar Maple Asset Management, LLC3$6160.00%+3New
Activest Wealth Management4$8220.00%+4New
Mainstream Capital Management LLC4$8220.00%+4New
Picton Mahoney Asset Management6$1.00K0.00%00.0%Unchanged
Chesapeake Asset Management LLC5$1.03K0.00%00.0%Unchanged
WestEnd Advisors, LLC5$1.03K0.00%+1+25.0%Added
Redwood Park Advisors LLC6$1.23K0.00%+6New
True Wealth Design, LLC7$1.41K0.00%+7New
Parkworth Wealth Management, Inc.7$1.44K0.00%+7New
Capital A Wealth Management, LLC7$1.44K0.00%+7New
JCIC Asset Management Inc.8$1.64K0.00%+8New
Vermillion Wealth Management, Inc.8$1.64K0.00%+8New
1620 Investment Advisors, Inc.8$1.68K0.00%00.0%Unchanged
Coastline Trust Co10$2.05K0.00%−74−88.1%Reduced
Caldwell Sutter Capital, Inc.10$2.05K0.00%00.0%Unchanged
Hallmark Capital Management Inc10$2.05K0.00%00.0%Unchanged
NBC Securities, Inc.11$2.36K0.22%−11,336−99.9%Reduced
PayPay Securities Corp12$2.46K0.11%+12New
POM Investment Strategies, LLC13$2.67K0.00%00.0%Unchanged
JDM Financial Group LLC13$2.67K0.00%00.0%Unchanged
Winnow Wealth LLC14$2.69K0.00%+14New
Principia Wealth Advisory, LLC15$3.08K0.00%+15New
WealthTrak Capital Management LLC15$3.08K0.00%+15New
Glen Eagle Advisors, LLC16$3.29K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$3.49K0.00%00.0%Unchanged
Global Financial Private Client, LLC18$3.70K0.00%+8+80.0%Added
New Millennium Group LLC21$4.31K0.00%00.0%Unchanged
Ridgewood Investments LLC23$4.62K0.00%00.0%Unchanged
FSA Wealth Management LLC23$4.72K0.00%00.0%Unchanged
Horizon Financial Services, LLC23$4.72K0.00%+23New
HHM Wealth Advisors, LLC23$4.72K0.00%+23New
Riggs Asset Managment Co. Inc.23$4.75K0.00%00.0%Unchanged
TFC Financial Management25$5.14K0.00%00.0%Unchanged
Breakwater Investment Management25$5.14K0.00%00.0%Unchanged
Westend Capital Management, LLC25$5.14K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton26$5.34K0.00%+20+333.3%Added
Tidemark, LLC27$5.55K0.00%+27New
Trifecta Capital Advisors, LLC28$5.75K0.00%00.0%Unchanged
Golden State Wealth Management, LLC28$5.75K0.00%+28New
Stonebridge Financial Group, LLC29$5.96K0.00%+29New
Clark Wealth Partners30$6.16K0.00%+30New
Cornerstone Planning Group LLC30$6.39K0.00%+4+15.4%Added
Valued Wealth Advisors LLC34$6.99K0.00%−10−22.7%Reduced
Mattson Financial Services, LLC40$7.19K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC35$7.19K0.00%−1,373−97.5%Reduced
Tompkins Financial Corp35$7.19K0.00%−391−91.8%Reduced
Cassady Schiller Wealth Management, LLC35$7.19K0.00%+35New
TD Capital Management LLC37$7.60K0.00%+11+42.3%Added
DiNuzzo Private Wealth, Inc.38$7.81K0.00%00.0%Unchanged
Highline Wealth Partners LLC38$7.81K0.00%+25+192.3%Added
One River Asset Management, LLC39$8.04K0.01%+39New
ROSS\JOHNSON & Associates LLC40$8.22K0.19%+40New
SJS Investment Consulting Inc.41$8.42K0.00%+6+17.1%Added
Bogart Wealth, LLC43$8.83K0.00%+5+13.2%Added
Fairway Wealth LLC43$8.83K0.00%+43New
Van Hulzen Asset Management, LLC43$8.83K0.00%+43New
Elequin Capital LP48$9.86K0.00%+48New
Salomon & Ludwin, LLC49$10.1K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$10.3K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna50$10.3K0.00%−6,332−99.2%Reduced
Consultiva Wealth Management, Corp.51$10.5K0.05%+51New
Hoey Investments, Inc52$10.7K0.00%+15+40.5%Added
Cherry Tree Wealth Management, LLC55$11.3K0.00%00.0%Unchanged
Decker Retirement Planning Inc.62$12.7K0.01%+62New
REAP Financial Group, LLC65$13.3K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc65$13.4K0.01%00.0%Unchanged
Red Tortoise LLC67$13.8K0.01%00.0%Unchanged
Avion Wealth72$14.0K0.00%+6+9.1%Added
FLP Wealth Management, LLC73$15.0K0.04%+73New
Armstrong Advisory Group, Inc76$15.6K0.00%+76New
Asset Dedication, LLC84$17.3K0.00%00.0%Unchanged
Tortoise Investment Management, LLC87$17.9K0.00%+7+8.8%Added
Delta Asset Management LLC90$18.5K0.00%00.0%Unchanged
Barrett & Company, Inc.90$18.5K0.01%00.0%Unchanged
PFS Partners, LLC90$18.5K0.01%00.0%Unchanged
Whipplewood Advisors, LLC93$19.1K0.01%+93New
Pineridge Advisors LLC94$19.3K0.01%−4−4.1%Reduced
Arlington Trust Co LLC96$19.7K0.00%+23+31.5%Added
Altshuler Shaham Ltd100$20.5K0.00%−23−18.7%Reduced
Godsey & Gibb Associates100$20.5K0.00%00.0%Unchanged
Silicon Valley Capital Partners100$20.5K0.00%00.0%Unchanged
Beacon Capital Management, LLC100$20.5K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA103$21.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC103$21.2K0.00%+103New
Sachetta, LLC103$21.2K0.01%−51−33.1%Reduced
Noble Wealth Management PBC104$21.4K0.01%+104New
Aspect Partners, LLC105$21.6K0.01%00.0%Unchanged
Raffa Wealth Management, LLC107$22.0K0.01%+44+69.8%Added
Wintrust Investments LLC110$22.0K0.02%−510−82.3%Reduced
Moisand Fitzgerald Tamayo, LLC110$22.6K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc119$24.4K0.00%−8−6.3%Reduced
Vega Investment Solutions122$25.1K0.02%+122New
Marshall Investment Management, LLC140$25.2K0.01%+140New
TSFG, LLC126$26.0K0.01%00.0%Unchanged
Lummis Asset Management, LP128$26.3K0.03%−1−0.8%Reduced
Park Square Financial Group, LLC134$27.5K0.02%+134New
CNB Bank135$27.7K0.01%−2−1.5%Reduced