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 |
|---|---|---|---|---|---|
| Robbins Farley LLC | 27,567 | $5.66M | 2.76% | +1,288+4.9% | Added |
| Horan Capital Advisors, LLC. | 27,626 | $5.67M | 1.91% | −340−1.2% | Reduced |
| Ascent Group, LLC | 27,679 | $5.69M | 0.43% | +1,443+5.5% | Added |
| EagleClaw Capital Managment, LLC | 27,785 | $5.71M | 0.90% | −300−1.1% | Reduced |
| Timber Creek Capital Management LLC | 27,814 | $5.71M | 1.65% | −480−1.7% | Reduced |
| Ashton Thomas Securities, LLC | 27,867 | $5.72M | 1.57% | +608+2.2% | Added |
| Capital City Trust Co | 27,887 | $5.73M | 1.43% | +305+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 27,931 | $5.74M | 0.08% | +233+0.8% | Added |
| Geneva Partners, LLC | 27,981 | $5.75M | 2.33% | −200−0.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 28,150 | $5.78M | 0.06% | −8,000−22.1% | Reduced |
| Callan Family Office, LLC | 28,161 | $5.78M | 0.37% | +23,403+491.9% | Added |
| Taylor Financial Group, Inc. | 28,242 | $5.80M | 4.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 28,385 | $5.83M | 0.05% | −3,886−12.0% | Reduced |
| Silphium Asset Management Ltd | 28,451 | $5.84M | 2.13% | +3,938+16.1% | Added |
| Resources Investment Advisors, LLC. | 28,584 | $5.87M | 0.07% | +1,860+7.0% | Added |
| Fairvoy Private Wealth, LLC | 28,747 | $5.91M | 1.57% | +28,747 | New |
| HB Wealth Management, LLC | 28,783 | $5.91M | 0.06% | +886+3.2% | Added |
| Vinva Investment Management Ltd | 28,777 | $5.94M | 0.23% | +3,881+15.6% | Added |
| Illinois Municipal Retirement Fund | 29,054 | $5.97M | 0.08% | +2,453+9.2% | Added |
| Lido Advisors, LLC | 29,119 | $5.98M | 0.04% | −35,442−54.9% | Reduced |
| Fiduciary Trust Co | 29,179 | $5.99M | 0.08% | +1,470+5.3% | Added |
| United Capital Financial Advisers, LLC | 29,400 | $6.04M | 0.05% | −92−0.3% | Reduced |
| Walleye Capital LLC | 29,694 | $6.10M | 0.06% | −2,272−7.1% | Reduced |
| Otter Creek Advisors, LLC | 29,728 | $6.11M | 4.20% | +101+0.3% | Added |
| Monarch Capital Management Inc | 29,794 | $6.12M | 1.68% | −466−1.5% | Reduced |
| Omers Administration Corp | 29,845 | $6.13M | 0.05% | +6,214+26.3% | Added |
| Tower Research Capital LLC (TRC) | 29,878 | $6.14M | 0.12% | +15,956+114.6% | Added |
| Buffington Mohr McNeal | 30,283 | $6.22M | 1.03% | −2,574−7.8% | Reduced |
| Private Advisor Group, LLC | 30,349 | $6.23M | 0.04% | +9,828+47.9% | Added |
| Meridian Management Co | 30,555 | $6.28M | 1.65% | −2,556−7.7% | Reduced |
| Maryland State Retirement & Pension System | 30,565 | $6.28M | 0.14% | −2,589−7.8% | Reduced |
| Securian Asset Management, Inc | 30,576 | $6.28M | 0.18% | −1,266−4.0% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $6.29M | 0.12% | −1,800−5.6% | Reduced |
| TD Waterhouse Canada Inc. | 30,827 | $6.34M | 0.05% | −10,137−24.7% | Reduced |
| Nomura Holdings Inc | 30,951 | $6.36M | 0.03% | +19,609+172.9% | Added |
| Captrust Financial Advisors | 30,956 | $6.36M | 0.02% | −437−1.4% | Reduced |
| River & Mercantile Asset Management LLP | 30,933 | $6.36M | 1.23% | −23,178−42.8% | Reduced |
| Stone Run Capital, LLC | 31,100 | $6.39M | 2.51% | −825−2.6% | Reduced |
| Matrix Asset Advisors Inc | 31,264 | $6.42M | 0.70% | −4,707−13.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 31,264 | $6.42M | 0.19% | −1,040−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 31,392 | $6.45M | 0.07% | +1,347+4.5% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $6.48M | 0.88% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,794 | $6.53M | 0.06% | +90.0% | Added |
| MUFG Securities EMEA plc | 31,999 | $6.57M | 0.12% | +31,999 | New |
| Argent Trust Co | 32,130 | $6.60M | 0.27% | −868−2.6% | Reduced |
| SFE Investment Counsel | 32,151 | $6.60M | 1.40% | −1,338−4.0% | Reduced |
| Bull Street Advisors, LLC | 32,160 | $6.61M | 3.18% | 00.0% | Unchanged |
| Bey-Douglas LLC | 32,560 | $6.69M | 5.76% | −83−0.3% | Reduced |
| NewSquare Capital LLC | 32,891 | $6.76M | 0.54% | +1,970+6.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 33,045 | $6.79M | 0.44% | +8,909+36.9% | Added |
| Sandler Capital Management | 33,215 | $6.82M | 1.12% | +31,215+1,560.8% | Added |
| Group One Trading, L.P. | 33,344 | $6.85M | 0.23% | +31,206+1,459.6% | Added |
| Glenview Trust Co | 33,349 | $6.85M | 0.13% | +2,307+7.4% | Added |
| Snowden Capital Advisors LLC | 33,525 | $6.89M | 0.21% | −447−1.3% | Reduced |
| Morningstar Investment Services LLC | 33,575 | $6.90M | 0.63% | −340,371−91.0% | Reduced |
| HGK Asset Management Inc | 33,776 | $6.94M | 1.28% | −3,480−9.3% | Reduced |
| Nilsine Partners, LLC | 33,814 | $6.95M | 0.74% | +157+0.5% | Added |
| First Western Trust Bank | 33,838 | $6.95M | 0.32% | −261−0.8% | Reduced |
| Compass Wealth Management LLC | 33,968 | $6.98M | 1.68% | −1,216−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 33,981 | $6.98M | 0.02% | +5,727+20.3% | Added |
| Nicollet Investment Management, Inc. | 34,122 | $7.01M | 2.41% | −176−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 34,136 | $7.01M | 0.37% | −1,218−3.4% | Reduced |
| AdvisorShares Investments LLC | 34,141 | $7.01M | 1.35% | −10,618−23.7% | Reduced |
| Woodline Partners LP | 34,166 | $7.02M | 0.05% | +34,166 | New |
| Baxter Bros Inc | 34,445 | $7.08M | 0.93% | −373−1.1% | Reduced |
| DF Dent & Co Inc | 34,545 | $7.10M | 0.09% | −200−0.6% | Reduced |
| Anchor Investment Management, LLC | 34,617 | $7.11M | 0.66% | −846−2.4% | Reduced |
| Geneos Wealth Management Inc. | 34,655 | $7.12M | 0.25% | −180−0.5% | Reduced |
| Selway Asset Management | 34,655 | $7.12M | 2.80% | −4,350−11.2% | Reduced |
| D L Carlson Investment Group Inc | 34,968 | $7.18M | 1.28% | −162−0.5% | Reduced |
| Value Holdings Management Co. LLC | 35,000 | $7.19M | 1.26% | +2,000+6.1% | Added |
| Gilman Hill Asset Management, LLC | 35,111 | $7.21M | 1.26% | −1,030−2.8% | Reduced |
| Hartford Investment Management Co | 35,202 | $7.23M | 0.24% | −1,153−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 35,571 | $7.31M | 0.13% | −193−0.5% | Reduced |
| Buckhead Capital Management LLC | 35,746 | $7.34M | 2.35% | −272−0.8% | Reduced |
| Nemes Rush Group LLC | 35,777 | $7.35M | 0.91% | +5,347+17.6% | Added |
| Eley Financial Management, Inc | 35,828 | $7.36M | 2.87% | −722−2.0% | Reduced |
| NEOS Investment Management LLC | 36,294 | $7.46M | 0.18% | +8,711+31.6% | Added |
| VeriStar Capital Management LP | 36,362 | $7.47M | 12.51% | −5,792−13.7% | Reduced |
| MAI Capital Management | 36,577 | $7.51M | 0.06% | +785+2.2% | Added |
| Quadrature Capital Ltd | 36,831 | $7.57M | 0.15% | +36,831 | New |
| Guggenheim Capital LLC | 37,655 | $7.74M | 0.06% | −17,265−31.4% | Reduced |
| Notis-McConarty Edward | 37,758 | $7.76M | 3.75% | −2,944−7.2% | Reduced |
| HRT Financial LP | 38,545 | $7.92M | 0.04% | −62,593−61.9% | Reduced |
| John G Ullman & Associates Inc | 38,560 | $7.92M | 1.17% | −1,275−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 39,086 | $8.03M | 1.37% | −1,103−2.7% | Reduced |
| Verition Fund Management LLC | 39,119 | $8.04M | 0.04% | −61,388−61.1% | Reduced |
| Vontobel Holding Ltd. | 39,127 | $8.04M | 0.03% | −1,549−3.8% | Reduced |
| Intech Investment Management LLC | 39,260 | $8.06M | 0.08% | −9,969−20.3% | Reduced |
| CMH Wealth Management LLC | 39,497 | $8.11M | 1.86% | −877−2.2% | Reduced |
| Kentucky Retirement Systems | 39,563 | $8.13M | 0.24% | −545−1.4% | Reduced |
| Sendero Wealth Management, LLC | 39,640 | $8.14M | 1.21% | −6,682−14.4% | Reduced |
| Marshall & Sullivan Inc | 39,975 | $8.21M | 4.01% | −2,167−5.1% | Reduced |
| Tandem Investment Advisors, Inc. | 40,133 | $8.24M | 0.31% | +336+0.8% | Added |
| Cary Street Partners Financial LLC | 40,400 | $8.30M | 0.27% | +40,400 | New |
| Cloverfields Capital Group, LP | 40,407 | $8.30M | 2.67% | −531−1.3% | Reduced |
| Thompson Investment Management, Inc. | 41,322 | $8.49M | 1.22% | −3,043−6.9% | Reduced |
| Howe & Rusling Inc | 41,334 | $8.49M | 0.73% | −3,779−8.4% | Reduced |
| Resources Management Corp | 41,445 | $8.51M | 1.16% | −693−1.6% | Reduced |
| Spire Wealth Management | 41,548 | $8.53M | 0.27% | −7,968−16.1% | Reduced |