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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 5,976 | $1.23M | 0.80% | +19+0.3% | Added |
| Perkins Coie Trust Co | 5,990 | $1.23M | 0.27% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 6,020 | $1.24M | 0.82% | +160+2.7% | Added |
| Dynamic Advisor Solutions LLC | 6,062 | $1.25M | 0.05% | −3,185−34.4% | Reduced |
| Chicago Trust Co NA | 6,075 | $1.25M | 0.22% | −1,844−23.3% | Reduced |
| Edgestream Partners, L.P. | 6,087 | $1.25M | 0.05% | +3,045+100.1% | Added |
| Stonebrook Private Inc. | 6,091 | $1.25M | 0.33% | +23+0.4% | Added |
| Machina Capital S.A.S. | 6,113 | $1.26M | 0.53% | +6,113 | New |
| SG Americas Securities, LLC | 6,129 | $1.26M | 0.01% | −80,262−92.9% | Reduced |
| Parallel Advisors, LLC | 6,129 | $1.26M | 0.03% | +310+5.3% | Added |
| Wolverine Trading, LLC | 6,160 | $1.27M | 0.03% | −6,030−49.5% | Reduced |
| Brown Capital Management LLC | 6,205 | $1.27M | 0.03% | −784−11.2% | Reduced |
| Tectonic Advisors LLC | 6,229 | $1.28M | 0.08% | −281−4.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,244 | $1.28M | 0.02% | +209+3.5% | Added |
| Eukles Asset Management | 6,248 | $1.28M | 0.55% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 6,266 | $1.29M | 0.16% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,287 | $1.29M | 0.04% | −407−6.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,327 | $1.30M | 0.06% | −167−2.6% | Reduced |
| Financial Advocates Investment Management | 6,330 | $1.30M | 0.07% | −45−0.7% | Reduced |
| Boston Trust Walden Corp | 6,338 | $1.30M | 0.01% | +30+0.5% | Added |
| Fortem Financial Group, LLC | 6,364 | $1.31M | 0.51% | +374+6.2% | Added |
| SkyView Investment Advisors, LLC | 6,374 | $1.31M | 0.21% | +1,099+20.8% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.31M | 0.78% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,583 | $1.32M | 0.07% | +363+5.8% | Added |
| AE Wealth Management LLC | 6,429 | $1.32M | 0.01% | −4,551−41.4% | Reduced |
| VeraBank, N.A. | 6,445 | $1.32M | 0.37% | −60−0.9% | Reduced |
| Pacific Point Advisors, LLC | 6,182 | $1.32M | 0.80% | +6,182 | New |
| Arcataur Capital Management LLC | 6,448 | $1.32M | 0.45% | +85+1.3% | Added |
| Washington Trust Co | 6,466 | $1.33M | 0.05% | −77−1.2% | Reduced |
| Boston Partners | 6,471 | $1.33M | 0.00% | −3,850−37.3% | Reduced |
| Eqis Capital Management, Inc. | 6,559 | $1.35M | 0.11% | +757+13.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,641 | $1.36M | 0.60% | −1,383−17.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,642 | $1.36M | 0.10% | −327−4.7% | Reduced |
| Quadrant Capital Group LLC | 6,645 | $1.37M | 0.09% | −30.0% | Reduced |
| Meritage Portfolio Management | 6,650 | $1.37M | 0.08% | −843−11.3% | Reduced |
| Boston Family Office LLC | 6,672 | $1.37M | 0.09% | 00.0% | Unchanged |
| David Loasby | 6,900 | $1.38M | 0.13% | −39−0.6% | Reduced |
| Ridgepath Capital Management LLC | 6,748 | $1.39M | 0.64% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,755 | $1.39M | 0.02% | +295+4.6% | Added |
| Voya Financial Advisors, Inc. | 6,733 | $1.39M | 0.15% | +213+3.3% | Added |
| Koshinski Asset Management, Inc. | 6,765 | $1.39M | 0.12% | +31+0.5% | Added |
| Peoples Bank | 6,770 | $1.39M | 0.82% | −380−5.3% | Reduced |
| HBK Sorce Advisory LLC | 6,817 | $1.40M | 0.04% | +26+0.4% | Added |
| Dogwood Wealth Management LLC | 6,827 | $1.40M | 0.74% | +4,007+142.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,835 | $1.40M | 0.04% | −10.0% | Reduced |
| Trust Co of Vermont | 6,839 | $1.40M | 0.07% | +4,310+170.4% | Added |
| Dean Investment Associates, LLC | 6,851 | $1.41M | 0.20% | −429−5.9% | Reduced |
| Smith, Moore & Co. | 6,937 | $1.42M | 0.13% | +155+2.3% | Added |
| Legacy Trust | 6,951 | $1.43M | 0.33% | −55−0.8% | Reduced |
| Sheets Smith Investment Management | 6,970 | $1.43M | 1.21% | +6,970 | New |
| Settian Capital LP | 7,000 | $1.44M | 1.04% | +7,000 | New |
| Anchor Capital Advisors LLC | 7,007 | $1.44M | 0.04% | −708−9.2% | Reduced |
| AlTi Global, Inc. | 6,927 | $1.44M | 0.03% | −385−5.3% | Reduced |
| Lederer & Associates Investment Counsel | 7,032 | $1.45M | 1.01% | −1,188−14.5% | Reduced |
| BankPlus Trust Department | 7,072 | $1.45M | 0.48% | +7,072 | New |
| Fifth Third Wealth Advisors LLC | 7,085 | $1.46M | 0.08% | +596+9.2% | Added |
| Court Place Advisors, LLC | 7,098 | $1.46M | 0.47% | −150−2.1% | Reduced |
| Burling Wealth Partners, LLC | 7,100 | $1.46M | 0.30% | +7,100 | New |
| Purkiss Capital Advisors LLC | 7,115 | $1.46M | 1.26% | +7,115 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 7,142 | $1.47M | 0.39% | +7,142 | New |
| Semmax Financial Advisors Inc. | 6,429 | $1.48M | 0.39% | −977−13.2% | Reduced |
| Legend Financial Advisors, Inc. | 7,208 | $1.48M | 1.04% | −318−4.2% | Reduced |
| Wesbanco Bank Inc | 7,224 | $1.48M | 0.05% | −143−1.9% | Reduced |
| Mystic Asset Management, Inc. | 7,235 | $1.49M | 0.40% | +2,380+49.0% | Added |
| Spinnaker Trust | 7,296 | $1.50M | 0.09% | −75−1.0% | Reduced |
| Allworth Financial LP | 7,176 | $1.50M | 0.01% | +2,368+49.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,332 | $1.51M | 0.42% | 00.0% | Unchanged |
| Trust Asset Management LLC | 7,339 | $1.51M | 0.12% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 7,348 | $1.51M | 0.51% | +177+2.5% | Added |
| Gould Capital, LLC | 7,388 | $1.52M | 1.06% | −207−2.7% | Reduced |
| Delphi Management Inc | 7,389 | $1.52M | 1.47% | −1,378−15.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.52M | 0.04% | −4,506−37.8% | Reduced |
| Empower Advisory Group, LLC | 7,409 | $1.52M | 0.01% | +522+7.6% | Added |
| 17 Capital Partners, LLC | 7,443 | $1.53M | 0.97% | +80+1.1% | Added |
| Warren Averett Asset Management, LLC | 7,500 | $1.54M | 0.02% | +5,738+325.7% | Added |
| Radnor Capital Management, LLC | 7,524 | $1.55M | 0.26% | −1,064−12.4% | Reduced |
| Haverford Trust Co | 7,556 | $1.55M | 0.02% | −282−3.6% | Reduced |
| Park Place Capital Corp | 7,559 | $1.55M | 0.43% | +551+7.9% | Added |
| Farther Finance Advisors, LLC | 7,569 | $1.55M | 0.06% | −213−2.7% | Reduced |
| Boston Private Wealth LLC | 7,579 | $1.56M | 0.03% | +7,579 | New |
| True North Advisors, LLC | 7,634 | $1.57M | 0.37% | +75+1.0% | Added |
| IFP Advisors, Inc | 7,642 | $1.57M | 0.05% | +224+3.0% | Added |
| NBT Bank N A | 7,649 | $1.57M | 0.11% | +1,143+17.6% | Added |
| Kestra Private Wealth Services, LLC | 7,661 | $1.57M | 0.03% | +1,288+20.2% | Added |
| Maia Wealth LLC | 7,392 | $1.58M | 0.34% | +735+11.0% | Added |
| Legato Capital Management LLC | 7,676 | $1.58M | 0.21% | −6,217−44.7% | Reduced |
| First Nebraska Trust Co | 7,735 | $1.59M | 0.15% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.59M | 0.68% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,772 | $1.60M | 0.04% | +6,134+374.5% | Added |
| SRS Capital Advisors, Inc. | 7,773 | $1.60M | 0.10% | −497−6.0% | Reduced |
| Intelligence Driven Advisers, LLC | 7,773 | $1.60M | 0.30% | −20−0.3% | Reduced |
| Horizon Investments, LLC | 7,906 | $1.62M | 0.05% | +77+1.0% | Added |
| Bowman & Co S.C. | 7,935 | $1.63M | 0.84% | +366+4.8% | Added |
| Grimes & Company, Inc. | 7,945 | $1.63M | 0.05% | −17−0.2% | Reduced |
| Ballentine Partners, LLC | 7,990 | $1.64M | 0.03% | +76+1.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,022 | $1.65M | 0.05% | +1,965+32.4% | Added |
| Convergence Financial, LLC | 8,056 | $1.65M | 0.33% | +133+1.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,057 | $1.66M | 0.05% | +375+4.9% | Added |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.66M | 0.02% | −40.0% | Reduced |
| JGP Wealth Management, LLC | 8,106 | $1.67M | 0.22% | +22+0.3% | Added |