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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 17,541 | $3.61M | 0.10% | −3,111−15.1% | Reduced |
| CHB Investment Group, LLC | 17,566 | $3.61M | 1.96% | −396−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 17,848 | $3.67M | 0.27% | +2,766+18.3% | Added |
| Blume Capital Management, Inc. | 17,886 | $3.67M | 0.83% | −5,621−23.9% | Reduced |
| Robinson Value Management, Ltd. | 17,945 | $3.69M | 2.43% | −533−2.9% | Reduced |
| Ellenbecker Investment Group | 17,959 | $3.69M | 0.66% | −33−0.2% | Reduced |
| Berger Financial Group, Inc | 17,987 | $3.69M | 0.26% | −120−0.7% | Reduced |
| Ostrum Asset Management | 18,038 | $3.71M | 0.32% | +2,606+16.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,064 | $3.71M | 0.08% | −182−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,069 | $3.71M | 0.14% | +1,530+9.3% | Added |
| LaFleur & Godfrey LLC | 18,116 | $3.72M | 0.51% | +75+0.4% | Added |
| CenterBook Partners LP | 18,171 | $3.73M | 0.22% | +14,679+420.4% | Added |
| Hall Laurie J Trustee | 18,285 | $3.75M | 1.23% | −125−0.7% | Reduced |
| BDF-Gestion | 18,387 | $3.78M | 0.39% | −1,613−8.1% | Reduced |
| Bryn Mawr Trust Co | 18,529 | $3.81M | 0.07% | +1,215+7.0% | Added |
| Olstein Capital Management, L.P. | 19,000 | $3.90M | 0.69% | +2,000+11.8% | Added |
| Trinity Financial Advisors LLC | 19,014 | $3.92M | 1.49% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 19,097 | $3.92M | 0.05% | −567−2.9% | Reduced |
| Fulton Bank, N.A. | 19,161 | $3.94M | 0.15% | −3,024−13.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 19,168 | $3.94M | 1.22% | −542−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,475 | $4.00M | 0.05% | +16,897+655.4% | Added |
| Campbell Newman Asset Management Inc | 19,561 | $4.02M | 0.32% | −175−0.9% | Reduced |
| Apollon Wealth Management, LLC | 19,575 | $4.02M | 0.09% | +769+4.1% | Added |
| Bleakley Financial Group, LLC | 19,612 | $4.03M | 0.12% | +684+3.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19,719 | $4.05M | 0.01% | +1,605+8.9% | Added |
| Everence Capital Management Inc | 19,746 | $4.06M | 0.26% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,803 | $4.07M | 0.07% | +11,783+146.9% | Added |
| Cox Capital Mgt LLC | 19,913 | $4.09M | 2.63% | −16,903−45.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 19,958 | $4.10M | 1.71% | +89+0.4% | Added |
| Altrafin AG | 20,000 | $4.11M | 1.42% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 20,103 | $4.13M | 1.09% | +106+0.5% | Added |
| KLCM Advisors, Inc. | 20,123 | $4.13M | 0.48% | −120−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 20,152 | $4.14M | 0.05% | +1,893+10.4% | Added |
| Alpha Cubed Investments, LLC | 20,322 | $4.17M | 0.19% | −700−3.3% | Reduced |
| Park Avenue Securities LLC | 20,367 | $4.18M | 0.04% | +4,745+30.4% | Added |
| Empirical Finance, LLC | 20,396 | $4.19M | 0.24% | −268−1.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 20,450 | $4.20M | 0.39% | +10,450+104.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,530 | $4.22M | 0.12% | −11,265−35.4% | Reduced |
| Siemens Fonds Invest GmbH | 20,458 | $4.22M | 0.44% | +136+0.7% | Added |
| Vestcor Inc | 20,612 | $4.23M | 0.14% | +9,255+81.5% | Added |
| Mission Wealth Management, LP | 20,621 | $4.24M | 0.10% | +298+1.5% | Added |
| Sumitomo Life Insurance Co | 20,688 | $4.25M | 0.08% | +1,626+8.5% | Added |
| First National Bank of Omaha | 20,737 | $4.26M | 0.28% | −1,594−7.1% | Reduced |
| Hohimer Wealth Management, LLC | 20,830 | $4.28M | 0.81% | +78+0.4% | Added |
| Soltis Investment Advisors LLC | 20,861 | $4.29M | 0.40% | +18,651+843.9% | Added |
| Wisconsin Capital Management LLC | 21,303 | $4.38M | 2.41% | +128+0.6% | Added |
| Agate Pass Investment Management, LLC | 21,391 | $4.39M | 1.99% | −761−3.4% | Reduced |
| Cornerstone Advisors, LLC | 21,500 | $4.42M | 0.18% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 21,752 | $4.47M | 0.21% | +122+0.6% | Added |
| Trust Co of Oklahoma | 21,798 | $4.48M | 1.43% | −526−2.4% | Reduced |
| VisionPoint Advisory Group, LLC | 21,754 | $4.48M | 1.53% | −585−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,958 | $4.51M | 0.16% | −112−0.5% | Reduced |
| Anderson Hoagland & Co | 21,630 | $4.51M | 0.46% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 22,091 | $4.54M | 2.28% | +73+0.3% | Added |
| Peddock Capital Advisors, LLC | 22,140 | $4.55M | 1.09% | −397−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22,151 | $4.55M | 1.36% | −999−4.3% | Reduced |
| First National Advisers, LLC | 22,169 | $4.55M | 0.74% | +562+2.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 22,293 | $4.58M | 0.34% | +2,353+11.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,300 | $4.58M | 0.67% | +300+1.4% | Added |
| Broyhill Asset Management | 22,305 | $4.58M | 4.04% | +22,305 | New |
| CWM, LLC | 22,356 | $4.59M | 0.02% | −866−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 22,383 | $4.60M | 0.11% | −1,014−4.3% | Reduced |
| Ami Investment Management Inc | 22,503 | $4.62M | 1.50% | −4,051−15.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,571 | $4.64M | 0.25% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 23,445 | $4.65M | 0.11% | +23,445 | New |
| Van Eck Associates Corp | 22,699 | $4.66M | 0.01% | +594+2.7% | Added |
| Consolidated Planning Corp | 22,794 | $4.68M | 0.64% | +321+1.4% | Added |
| Acadian Asset Management LLC | 22,986 | $4.72M | 0.01% | +14,639+175.4% | Added |
| Becker Capital Management Inc | 23,000 | $4.72M | 0.15% | −270−1.2% | Reduced |
| Capital Analysts, LLC | 23,000 | $4.72M | 0.19% | −580−2.5% | Reduced |
| Stephens Inc | 23,097 | $4.74M | 0.07% | −6,014−20.7% | Reduced |
| Indiana Trust & Investment Management CO | 23,152 | $4.76M | 1.62% | −331−1.4% | Reduced |
| Metis Global Partners, LLC | 23,253 | $4.78M | 0.14% | +555+2.4% | Added |
| Concentric Capital Strategies, LP | 23,414 | $4.81M | 0.30% | +23,414 | New |
| University of Texas/Texas Am Investment Managment Co | 23,871 | $4.90M | 0.58% | +22,977+2,570.1% | Added |
| GWM Advisors LLC | 23,917 | $4.91M | 0.03% | +785+3.4% | Added |
| Horizon Investment Services, LLC | 24,159 | $4.96M | 2.11% | +1,617+7.2% | Added |
| Keel Point, LLC | 24,202 | $4.97M | 0.40% | −3,458−12.5% | Reduced |
| Avantax Advisory Services, Inc. | 24,223 | $4.98M | 0.03% | +697+3.0% | Added |
| Canada Post Corp Registered Pension Plan | 24,234 | $4.98M | 0.29% | +24,234 | New |
| XTX Topco Ltd | 24,451 | $5.02M | 0.42% | +11,582+90.0% | Added |
| Marex Group plc | 24,514 | $5.04M | 0.09% | −237−1.0% | Reduced |
| Keeler Thomas Management LLC | 24,616 | $5.06M | 1.80% | −1,056−4.1% | Reduced |
| Elefante Mark B | 24,695 | $5.07M | 4.63% | +24,695 | New |
| Norinchukin Bank, The | 24,882 | $5.11M | 0.11% | +1,566+6.7% | Added |
| BancorpSouth Bank | 25,132 | $5.16M | 0.35% | −90.0% | Reduced |
| First Financial Bank - Trust Division | 25,160 | $5.17M | 0.48% | +451+1.8% | Added |
| Jag Capital Management, LLC | 25,187 | $5.17M | 0.72% | +263+1.1% | Added |
| Plato Investment Management Ltd | 25,382 | $5.23M | 0.38% | +3,892+18.1% | Added |
| Meridian Wealth Advisors, LLC | 25,819 | $5.30M | 0.87% | −541−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 26,100 | $5.36M | 0.12% | +2,150+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,485 | $5.44M | 0.20% | −3,313−11.1% | Reduced |
| South State Corp. | 26,681 | $5.48M | 0.36% | −1,175−4.2% | Reduced |
| FFT Wealth Management LLC | 26,725 | $5.49M | 0.41% | +62+0.2% | Added |
| Graypoint LLC | 26,735 | $5.49M | 0.33% | −342−1.3% | Reduced |
| Advisory Services Network, LLC | 26,795 | $5.50M | 0.10% | −632−2.3% | Reduced |
| Dempze Nancy E | 27,283 | $5.60M | 3.24% | −843−3.0% | Reduced |
| Principal Securities, Inc. | 27,317 | $5.61M | 0.13% | +1,565+6.1% | Added |
| Clayton Partners LLC | 27,349 | $5.62M | 3.89% | −204−0.7% | Reduced |
| New Mexico Educational Retirement Board | 27,416 | $5.63M | 0.19% | −1,200−4.2% | Reduced |