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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 11,765 | $2.42M | 0.26% | −87−0.7% | Reduced |
| Independent Advisor Alliance | 11,780 | $2.42M | 0.03% | +1,966+20.0% | Added |
| First Horizon Advisors, Inc. | 11,781 | $2.42M | 0.07% | −5,308−31.1% | Reduced |
| Harbour Investments, Inc. | 11,793 | $2.42M | 0.07% | +1,729+17.2% | Added |
| Benchmark Investment Advisors LLC | 11,898 | $2.44M | 1.59% | +218+1.9% | Added |
| Lindbrook Capital, LLC | 11,940 | $2.45M | 0.22% | +31+0.3% | Added |
| Covey Capital Advisors, LLC | 11,983 | $2.46M | 2.80% | −594−4.7% | Reduced |
| Allianz SE | 11,944 | $2.46M | 0.06% | +1,241+11.6% | Added |
| Barbara Oil Co. | 12,000 | $2.47M | 1.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,102 | $2.49M | 0.21% | −8,975−42.6% | Reduced |
| Kovack Advisors, Inc. | 12,111 | $2.49M | 0.24% | +44+0.4% | Added |
| Palisade Asset Management, LLC | 12,250 | $2.52M | 0.26% | −20.0% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $2.52M | 0.30% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,311 | $2.53M | 0.07% | −31−0.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,371 | $2.54M | 1.12% | −558−4.3% | Reduced |
| Annex Advisory Services, LLC | 12,414 | $2.55M | 0.08% | −458−3.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,428 | $2.55M | 0.52% | +191+1.6% | Added |
| Cresset Asset Management, LLC | 12,469 | $2.56M | 0.01% | −30,972−71.3% | Reduced |
| EP Wealth Advisors, LLC | 12,559 | $2.58M | 0.02% | +186+1.5% | Added |
| Sawyer & Company, Inc | 12,568 | $2.58M | 0.96% | +180+1.5% | Added |
| Midwest Professional Planners, LTD. | 12,579 | $2.58M | 0.77% | +458+3.8% | Added |
| GLOBALT Investments LLC | 12,607 | $2.59M | 0.10% | −178−1.4% | Reduced |
| Sabal Trust CO | 12,666 | $2.60M | 0.15% | +28+0.2% | Added |
| Johnson Financial Group, Inc. | 12,052 | $2.60M | 0.12% | +6,259+108.0% | Added |
| HighPoint Advisor Group LLC | 11,385 | $2.61M | 0.14% | +334+3.0% | Added |
| Sagespring Wealth Partners, LLC | 12,687 | $2.61M | 0.07% | +12,687 | New |
| Wealthspire Advisors, LLC | 12,721 | $2.61M | 0.03% | −796−5.9% | Reduced |
| Unique Wealth, LLC | 12,753 | $2.62M | 0.55% | +1,038+8.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.62M | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,850 | $2.64M | 0.63% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 12,858 | $2.64M | 0.68% | −509−3.8% | Reduced |
| Aviso Financial Inc. | 12,891 | $2.65M | 0.13% | −2,674−17.2% | Reduced |
| Citizens Financial Group Inc | 12,933 | $2.66M | 0.05% | +109+0.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,956 | $2.66M | 0.97% | −581−4.3% | Reduced |
| Signaturefd, LLC | 12,967 | $2.66M | 0.05% | +363+2.9% | Added |
| Dakota Wealth Management | 12,989 | $2.67M | 0.06% | +375+3.0% | Added |
| Bamco Inc | 13,000 | $2.67M | 0.01% | −300−2.3% | Reduced |
| Prudential PLC | 13,063 | $2.68M | 0.01% | −33,757−72.1% | Reduced |
| Exchange Traded Concepts, LLC | 13,090 | $2.69M | 0.05% | +3,318+34.0% | Added |
| United Services Automobile Association | 13,208 | $2.71M | 0.09% | −345−2.5% | Reduced |
| MTM Investment Management, LLC | 13,305 | $2.73M | 1.05% | −17−0.1% | Reduced |
| Passumpsic Savings Bank | 13,328 | $2.74M | 1.71% | −366−2.7% | Reduced |
| Hardy Reed LLC | 13,398 | $2.75M | 0.24% | +20+0.1% | Added |
| Global Retirement Partners, LLC | 13,416 | $2.76M | 0.08% | +2,304+20.7% | Added |
| Barry Investment Advisors, LLC | 13,513 | $2.78M | 0.89% | −2,493−15.6% | Reduced |
| Fayez Sarofim & Co | 13,544 | $2.78M | 0.01% | −300−2.2% | Reduced |
| Thoroughbred Financial Services, LLC | 13,570 | $2.79M | 0.17% | −150−1.1% | Reduced |
| Wetherby Asset Management Inc | 13,606 | $2.79M | 0.13% | −1,198−8.1% | Reduced |
| Howland Capital Management LLC | 13,810 | $2.84M | 0.12% | +516+3.9% | Added |
| Capital International Sarl | 13,816 | $2.84M | 0.07% | +3,816+38.2% | Added |
| Cullen Investment Group, Ltd. | 13,819 | $2.84M | 0.42% | +78+0.6% | Added |
| Harbor Investment Advisory, LLC | 13,899 | $2.86M | 0.27% | −225−1.6% | Reduced |
| Greenleaf Trust | 13,928 | $2.86M | 0.03% | +1,863+15.4% | Added |
| Tiaa Trust, National Association | 13,931 | $2.86M | 0.01% | +958+7.4% | Added |
| Gabelli Funds LLC | 14,030 | $2.88M | 0.02% | −3,270−18.9% | Reduced |
| Steel Peak Wealth Management LLC | 14,103 | $2.90M | 0.12% | +14,103 | New |
| Baldwin Investment Management, LLC | 14,200 | $2.92M | 0.38% | −7,145−33.5% | Reduced |
| Davenport & Co LLC | 14,262 | $2.93M | 0.02% | −20−0.1% | Reduced |
| Harrell Investment Partners, LLC | 14,312 | $2.94M | 0.82% | +15+0.1% | Added |
| Integrated Wealth Concepts LLC | 14,482 | $2.97M | 0.03% | −311−2.1% | Reduced |
| Central Trust Co | 14,569 | $2.99M | 0.07% | +716+5.2% | Added |
| Asio Capital, LLC | 14,639 | $3.01M | 0.57% | +215+1.5% | Added |
| Graphene Investments SAS | 14,700 | $3.02M | 2.09% | −5,200−26.1% | Reduced |
| City Holding Co | 14,718 | $3.02M | 0.43% | +841+6.1% | Added |
| CAPROCK Group, Inc. | 14,730 | $3.03M | 0.10% | +708+5.0% | Added |
| Maxwell Wealth Strategies Inc. | 14,784 | $3.04M | 1.24% | −225−1.5% | Reduced |
| Roundview Capital LLC | 14,821 | $3.04M | 0.21% | +611+4.3% | Added |
| Decatur Capital Management, Inc. | 14,832 | $3.05M | 1.39% | +14,832 | New |
| Burney Co | 14,863 | $3.05M | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 14,904 | $3.06M | 0.19% | +14+0.1% | Added |
| RDA Financial Network | 14,951 | $3.07M | 0.90% | +7,619+103.9% | Added |
| Kendall Capital Management | 15,073 | $3.10M | 0.91% | −75−0.5% | Reduced |
| Longbow Finance SA | 15,157 | $3.11M | 0.34% | +718+5.0% | Added |
| JB Capital LLC | 15,308 | $3.14M | 0.18% | −9,015−37.1% | Reduced |
| Ameritas Advisory Services, LLC | 15,372 | $3.16M | 0.11% | +4,562+42.2% | Added |
| Resolute Capital Asset Partners LLC | 15,449 | $3.17M | 1.71% | +15,449 | New |
| Salvus Wealth Management, LLC | 15,541 | $3.19M | 2.04% | −50−0.3% | Reduced |
| We Are One Seven, LLC | 15,721 | $3.23M | 0.12% | +1,436+10.1% | Added |
| Fairbanks Capital Management, Inc. | 15,977 | $3.28M | 2.04% | +196+1.2% | Added |
| Argyle Capital Management Inc. | 16,003 | $3.29M | 1.30% | +480+3.1% | Added |
| Albert D Mason Inc | 16,179 | $3.32M | 2.22% | −3,013−15.7% | Reduced |
| North Star Investment Management Corp. | 16,268 | $3.34M | 0.23% | +250+1.6% | Added |
| Scotia Capital Inc. | 16,283 | $3.34M | 0.02% | +3,215+24.6% | Added |
| WESCAP Management Group, Inc. | 16,340 | $3.36M | 0.81% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 16,362 | $3.36M | 1.25% | +1,601+10.8% | Added |
| Alpine Woods Capital Investors, LLC | 16,375 | $3.36M | 0.64% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 16,583 | $3.41M | 1.68% | −1,986−10.7% | Reduced |
| Pinnacle Associates Ltd | 16,737 | $3.44M | 0.05% | +69+0.4% | Added |
| Portfolio Design Labs, LLC | 16,755 | $3.44M | 0.71% | +832+5.2% | Added |
| Bridges Investment Management Inc | 16,812 | $3.45M | 0.05% | −1,715−9.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,903 | $3.47M | 0.12% | +871+5.4% | Added |
| Condor Capital Management | 16,923 | $3.48M | 0.31% | −209−1.2% | Reduced |
| Sovereign's Capital Management, LLC | 16,954 | $3.48M | 2.22% | +16,954 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,814 | $3.52M | 0.04% | +8,221+95.7% | Added |
| Penobscot Investment Management Company, Inc. | 17,202 | $3.53M | 0.32% | −1,550−8.3% | Reduced |
| Allstate Corp | 17,225 | $3.54M | 0.10% | +17,225 | New |
| Coldstream Capital Management Inc | 17,289 | $3.55M | 0.08% | +2,870+19.9% | Added |
| Axxcess Wealth Management, LLC | 17,413 | $3.58M | 0.09% | −464−2.6% | Reduced |
| New Age Alpha Advisors, LLC | 17,472 | $3.59M | 0.15% | +17,368+16,700.0% | Added |
| GAMMA Investing LLC | 17,547 | $3.60M | 0.31% | +3,000+20.6% | Added |