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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 8,139 | $1.67M | 0.03% | −1,874−18.7% | Reduced |
| Jump Financial, LLC | 8,148 | $1.67M | 0.04% | +4,375+116.0% | Added |
| Addison Advisors LLC | 8,159 | $1.68M | 0.47% | −238−2.8% | Reduced |
| Pflug Koory, LLC | 8,165 | $1.68M | 0.85% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,169 | $1.68M | 0.05% | −658−7.5% | Reduced |
| Lionsbridge Wealth Management LLC | 8,193 | $1.68M | 1.41% | −788−8.8% | Reduced |
| Caption Management, LLC | 8,200 | $1.68M | 0.07% | +4,750+137.7% | Added |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.83% | 00.0% | Unchanged |
| Entropy Technologies, LP | 8,225 | $1.69M | 0.17% | +8,225 | New |
| LSV Asset Management | 8,232 | $1.69M | 0.00% | −61,368−88.2% | Reduced |
| Moody National Bank Trust Division | 8,269 | $1.70M | 0.18% | −526−6.0% | Reduced |
| Cooper Financial Group | 8,280 | $1.70M | 0.20% | −253−3.0% | Reduced |
| Integral Investment Advisors, Inc. | 8,352 | $1.72M | 0.56% | −84−1.0% | Reduced |
| Landaas & Co | 8,359 | $1.72M | 0.48% | −202−2.4% | Reduced |
| Chicago Capital, LLC | 8,360 | $1.72M | 0.05% | +4,809+135.4% | Added |
| Abacus Planning Group, Inc. | 8,364 | $1.72M | 0.30% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 8,365 | $1.72M | 0.54% | −463−5.2% | Reduced |
| Veracity Capital LLC | 8,374 | $1.72M | 0.63% | −1,432−14.6% | Reduced |
| MUFG Securities Americas Inc. | 8,398 | $1.73M | 0.22% | +8,398 | New |
| Granite Investment Partners, LLC | 8,440 | $1.73M | 0.07% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 8,449 | $1.74M | 0.13% | +8,449 | New |
| Lebenthal Global Advisors, LLC | 8,523 | $1.75M | 0.32% | +95+1.1% | Added |
| Wellington Wealth Strategies, LLC. | 7,641 | $1.76M | 1.61% | +7,641 | New |
| Vise Technologies, Inc. | 8,578 | $1.76M | 0.15% | +2,488+40.9% | Added |
| Freestone Capital Holdings, LLC | 8,610 | $1.77M | 0.06% | −103−1.2% | Reduced |
| Owen LaRue, LLC | 8,620 | $1.77M | 0.93% | −9−0.1% | Reduced |
| Brown Brothers Harriman & Co | 8,658 | $1.78M | 0.01% | +478+5.8% | Added |
| Moneta Group Investment Advisors LLC | 8,787 | $1.81M | 0.03% | +6+0.1% | Added |
| Oddo BHF Asset Management SAS | 8,791 | $1.81M | 0.09% | +113+1.3% | Added |
| Profund Advisors LLC | 8,792 | $1.81M | 0.07% | −306−3.4% | Reduced |
| Harbor Capital Advisors, Inc. | 8,796 | $1.81M | 0.08% | −6,652−43.1% | Reduced |
| Brookstone Capital Management | 8,822 | $1.81M | 0.03% | −31,484−78.1% | Reduced |
| Wayfinding Financial, LLC | 8,827 | $1.81M | 0.97% | +8,827 | New |
| Key Financial Inc | 8,834 | $1.81M | 0.41% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 8,851 | $1.82M | 0.24% | −1,327−13.0% | Reduced |
| Frank, Rimerman Advisors LLC | 8,905 | $1.83M | 0.13% | +2,993+50.6% | Added |
| Equitable Holdings, Inc. | 8,929 | $1.83M | 0.02% | −577−6.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,950 | $1.84M | 0.03% | +32+0.4% | Added |
| Callahan Advisors, LLC | 8,960 | $1.84M | 0.17% | −25−0.3% | Reduced |
| Ifrah Financial Services, Inc. | 8,966 | $1.84M | 0.51% | −369−4.0% | Reduced |
| Archford Capital Strategies, LLC | 8,999 | $1.85M | 0.28% | +57+0.6% | Added |
| Maytus Capital Management, LLC | 9,000 | $1.85M | 0.65% | +9,000 | New |
| Umb Bank N A | 9,022 | $1.85M | 0.03% | −5,574−38.2% | Reduced |
| National Asset Management, Inc. | 9,028 | $1.85M | 0.06% | −409−4.3% | Reduced |
| Engineers Gate Manager LP | 9,032 | $1.86M | 0.03% | +9,032 | New |
| Focus Financial Network, Inc. | 9,079 | $1.87M | 0.07% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 9,082 | $1.87M | 0.41% | +2,708+42.5% | Added |
| Campbell & CO Investment Adviser LLC | 9,090 | $1.87M | 0.14% | +9,090 | New |
| Miracle Mile Advisors, LLC | 9,097 | $1.87M | 0.04% | +402+4.6% | Added |
| Smartleaf Asset Management LLC | 9,111 | $1.88M | 0.19% | +1,229+15.6% | Added |
| First Interstate Bank | 9,162 | $1.88M | 0.11% | −119−1.3% | Reduced |
| Dorchester Wealth Management Co | 9,247 | $1.90M | 0.38% | −50−0.5% | Reduced |
| Pitcairn Co | 9,321 | $1.91M | 0.11% | −322−3.3% | Reduced |
| Evoke Wealth, LLC | 9,362 | $1.92M | 0.05% | +654+7.5% | Added |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.93M | 0.55% | 00.0% | Unchanged |
| Greenland Capital Management LP | 9,729 | $2.00M | 0.40% | −10,306−51.4% | Reduced |
| Alps Advisors Inc | 9,749 | $2.00M | 0.01% | −856−8.1% | Reduced |
| Yarbrough Capital, LLC | 9,756 | $2.00M | 0.08% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,775 | $2.01M | 0.35% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,782 | $2.01M | 0.23% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,811 | $2.02M | 0.02% | +414+4.4% | Added |
| Unique Wealth Strategies, LLC | 9,826 | $2.02M | 0.89% | +2,391+32.2% | Added |
| Level Four Advisory Services, LLC | 9,838 | $2.02M | 0.08% | +377+4.0% | Added |
| Central Pacific Bank - Trust Division | 9,913 | $2.04M | 0.27% | −620−5.9% | Reduced |
| Bray Capital Advisors | 9,983 | $2.05M | 0.55% | −255−2.5% | Reduced |
| Qtron Investments LLC | 9,987 | $2.05M | 0.29% | −841−7.8% | Reduced |
| Patient Capital Management, LLC | 10,042 | $2.06M | 0.10% | −122,828−92.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,093 | $2.07M | 0.00% | −14,810−59.5% | Reduced |
| Embree Financial Group | 10,100 | $2.07M | 0.35% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,099 | $2.08M | 0.07% | +149+1.5% | Added |
| Smithfield Trust Co | 10,156 | $2.08M | 0.10% | +370+3.8% | Added |
| Change Path, LLC | 10,326 | $2.12M | 0.06% | +1,238+13.6% | Added |
| Donoghue Forlines LLC | 10,474 | $2.15M | 0.72% | +10,474 | New |
| Empowered Funds, LLC | 10,492 | $2.16M | 0.03% | +1,164+12.5% | Added |
| Bokf, NA | 10,808 | $2.17M | 0.04% | +8+0.1% | Added |
| Benjamin Edwards Inc | 10,569 | $2.17M | 0.03% | −1,053−9.1% | Reduced |
| ICW Investment Advisors LLC | 10,571 | $2.17M | 0.91% | +473+4.7% | Added |
| Legacy Advisors, LLC | 10,665 | $2.19M | 0.21% | +111+1.1% | Added |
| AdvisorNet Financial, Inc | 10,708 | $2.20M | 0.18% | −88−0.8% | Reduced |
| Cypress Advisory Group LLC | 10,785 | $2.22M | 2.04% | +10,785 | New |
| Wexford Capital LP | 10,794 | $2.22M | 0.57% | +2,375+28.2% | Added |
| Worth Asset Management, LLC | 10,834 | $2.23M | 1.19% | +10,834 | New |
| AustralianSuper Pty Ltd | 10,840 | $2.23M | 0.01% | +2,236+26.0% | Added |
| Great Lakes Advisors, LLC | 10,845 | $2.23M | 0.02% | +858+8.6% | Added |
| Main Street Financial Solutions, LLC | 10,852 | $2.23M | 0.22% | −1,684−13.4% | Reduced |
| Duncker Streett & Co Inc | 10,857 | $2.23M | 0.41% | +23+0.2% | Added |
| Knollwood Investment Advisory, LLC | 11,056 | $2.27M | 0.24% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,104 | $2.28M | 0.17% | +44+0.4% | Added |
| Abundance Wealth Counselors | 11,108 | $2.28M | 0.50% | −203−1.8% | Reduced |
| Anb Bank | 11,110 | $2.28M | 1.00% | +11,110 | New |
| Central Valley Advisors, LLC | 11,324 | $2.33M | 1.06% | +57+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,412 | $2.34M | 0.09% | +666+6.2% | Added |
| Signature Wealth Management Group | 11,441 | $2.35M | 0.94% | +377+3.4% | Added |
| Chilton Investment Co LLC | 11,455 | $2.35M | 0.06% | +280+2.5% | Added |
| WealthShield Partners, LLC | 11,456 | $2.35M | 0.33% | −546−4.5% | Reduced |
| Arvest Investments, Inc. | 11,467 | $2.36M | 0.38% | −875−7.1% | Reduced |
| Harvey Capital Management Inc | 11,520 | $2.37M | 0.56% | −150−1.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11,536 | $2.37M | 0.61% | +888+8.3% | Added |
| V-Square Quantitative Management LLC | 11,697 | $2.40M | 0.34% | −116−1.0% | Reduced |
| Hel Ved Capital Management Ltd | 11,750 | $2.41M | 0.74% | −2,500−17.5% | Reduced |