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 |
|---|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | 41,887 | $8.60M | 0.76% | +733+1.8% | Added |
| Heritage Trust Co | 41,923 | $8.61M | 1.01% | +41,923 | New |
| Verdence Capital Advisors LLC | 42,202 | $8.67M | 0.70% | −8,961−17.5% | Reduced |
| Baker Ellis Asset Management LLC | 42,665 | $8.76M | 1.29% | −165−0.4% | Reduced |
| RMB Capital Management, LLC | 43,166 | $8.87M | 0.20% | −864−2.0% | Reduced |
| Wellington Management Group LLP | 43,307 | $8.90M | 0.00% | −7,079−14.0% | Reduced |
| Jacobs & Co | 43,711 | $8.98M | 0.91% | −2,553−5.5% | Reduced |
| HM Payson & Co | 43,889 | $9.02M | 0.15% | −187−0.4% | Reduced |
| M&G Plc | 44,253 | $9.07M | 0.06% | −18,299−29.3% | Reduced |
| Redmond Asset Management, LLC | 44,237 | $9.09M | 2.27% | −2,130−4.6% | Reduced |
| Sanctuary Advisors, LLC | 42,221 | $9.12M | 0.06% | +866+2.1% | Added |
| Simplex Trading, LLC | 44,409 | $9.12M | 0.26% | +20,544+86.1% | Added |
| Soros Capital Management LLC | 44,522 | $9.15M | 1.43% | −10,275−18.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 44,947 | $9.23M | 0.22% | +43,817+3,877.6% | Added |
| Delaney Dennis R | 45,090 | $9.26M | 4.87% | −1,086−2.4% | Reduced |
| Kestra Advisory Services, LLC | 45,131 | $9.27M | 0.05% | −60,802−57.4% | Reduced |
| Hills Bank & Trust Co | 45,506 | $9.35M | 0.70% | −304−0.7% | Reduced |
| Cheviot Value Management, LLC | 45,704 | $9.39M | 1.80% | −785−1.7% | Reduced |
| Generali Asset Management SPA SGR | 45,955 | $9.44M | 0.24% | +45,955 | New |
| Thomas Story & Son LLC | 45,970 | $9.44M | 3.96% | −830−1.8% | Reduced |
| Wealthfront Advisers LLC | 46,056 | $9.46M | 0.03% | +8,233+21.8% | Added |
| AMJ Financial Wealth Management | 46,093 | $9.47M | 2.63% | −3,129−6.4% | Reduced |
| M. Kraus & Co | 46,247 | $9.50M | 2.85% | +300+0.7% | Added |
| Dnca Finance | 46,250 | $9.50M | 0.74% | −5,250−10.2% | Reduced |
| Hantz Financial Services, Inc. | 46,416 | $9.54M | 0.17% | −3,353−6.7% | Reduced |
| Carmel Capital Management L.L.C. | 46,610 | $9.57M | 3.62% | +9,370+25.2% | Added |
| Ayrshire Capital Management LLC | 46,635 | $9.58M | 4.67% | +1,726+3.8% | Added |
| Gulf International Bank (UK) Ltd | 46,842 | $9.62M | 0.24% | −1,302−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 47,093 | $9.67M | 1.40% | −2,660−5.3% | Reduced |
| Core Alternative Capital | 47,094 | $9.67M | 2.02% | −1,008−2.1% | Reduced |
| Oarsman Capital, Inc. | 47,224 | $9.70M | 1.69% | −660−1.4% | Reduced |
| Marietta Investment Partners LLC | 47,302 | $9.72M | 2.14% | +89+0.2% | Added |
| Patton Albertson Miller Group, LLC | 47,371 | $9.73M | 1.30% | +37+0.1% | Added |
| Silvercrest Asset Management Group LLC | 47,494 | $9.76M | 0.07% | +47,494 | New |
| Palmer Knight Co | 48,495 | $9.96M | 4.46% | +93+0.2% | Added |
| Colony Group, LLC | 48,509 | $9.96M | 0.03% | +9,916+25.7% | Added |
| First National Trust Co | 48,532 | $9.97M | 0.37% | −392−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 48,765 | $10.0M | 0.18% | −511−1.0% | Reduced |
| Brooktree Capital Management | 48,848 | $10.0M | 7.44% | −492−1.0% | Reduced |
| CX Institutional | 49,398 | $10.1M | 0.40% | −7,042−12.5% | Reduced |
| Atria Investments LLC | 49,899 | $10.3M | 0.13% | −1,427−2.8% | Reduced |
| Eagle Rock Investment Company, LLC | 50,004 | $10.3M | 1.71% | −196−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 50,281 | $10.3M | 1.02% | −3,307−6.2% | Reduced |
| Live Oak Private Wealth LLC | 50,297 | $10.3M | 1.74% | −11,491−18.6% | Reduced |
| First Hawaiian Bank | 50,671 | $10.4M | 0.34% | −5,213−9.3% | Reduced |
| BTC Capital Management, Inc. | 50,844 | $10.4M | 0.97% | −1,754−3.3% | Reduced |
| Contravisory Investment Management, Inc. | 50,855 | $10.4M | 2.23% | −1,173−2.3% | Reduced |
| Quantinno Capital Management LP | 50,913 | $10.5M | 0.10% | +9,941+24.3% | Added |
| Two Point Capital Management, Inc. | 50,531 | $10.6M | 3.78% | −80−0.2% | Reduced |
| Carderock Capital Management Inc | 51,555 | $10.6M | 2.66% | −2,162−4.0% | Reduced |
| Liberty Capital Management, Inc. | 52,146 | $10.7M | 2.38% | −95−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 52,539 | $10.8M | 0.23% | −3,069−5.5% | Reduced |
| Shelton Capital Management | 52,552 | $10.8M | 0.27% | −31,569−37.5% | Reduced |
| Builder Investment Group Inc | 53,186 | $10.9M | 2.97% | −51−0.1% | Reduced |
| Middleton & Co Inc | 53,227 | $10.9M | 1.21% | −996−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 68,014 | $11.1M | 0.02% | +11,682+20.7% | Added |
| TownSquare Capital, LLC | 53,873 | $11.1M | 0.12% | +13,474+33.4% | Added |
| Legal Advantage Investments, Inc. | 53,917 | $11.1M | 5.86% | −1,970−3.5% | Reduced |
| Mizuho Securities USA LLC | 53,921 | $11.1M | 0.20% | +16,588+44.4% | Added |
| Pacer Advisors, Inc. | 54,596 | $11.2M | 0.02% | −14,125−20.6% | Reduced |
| Parkwood LLC | 54,631 | $11.2M | 1.38% | +54,631 | New |
| Union Bancaire Privee, UBP SA | 57,204 | $11.3M | 0.20% | +57,204 | New |
| Clark Estates Inc | 55,300 | $11.4M | 2.20% | −10,000−15.3% | Reduced |
| Cozad Asset Management Inc | 55,394 | $11.4M | 1.06% | −1,418−2.5% | Reduced |
| JustInvest LLC | 55,766 | $11.5M | 0.17% | +3,751+7.2% | Added |
| Polar Capital Holdings Plc | 57,151 | $11.7M | 0.07% | −62,481−52.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 57,505 | $11.8M | 0.72% | −2,844−4.7% | Reduced |
| Synovus Financial Corp | 57,586 | $11.8M | 0.15% | −52,981−47.9% | Reduced |
| ProVise Management Group, LLC | 58,230 | $12.0M | 1.03% | −987−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 58,326 | $12.0M | 0.19% | +1,772+3.1% | Added |
| Peapack Gladstone Financial Corp | 59,624 | $12.2M | 0.18% | +1,750+3.0% | Added |
| Chesley Taft & Associates LLC | 59,687 | $12.3M | 0.57% | −616−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 60,309 | $12.4M | 0.15% | +962+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,468 | $12.4M | 0.05% | +5,667+10.2% | Added |
| Thematics Asset Management | 60,500 | $12.4M | 0.54% | −81,500−57.4% | Reduced |
| Papp L Roy & Associates | 60,842 | $12.5M | 1.46% | +284+0.5% | Added |
| Black Creek Investment Management Inc. | 61,418 | $12.6M | 0.60% | +51,380+511.9% | Added |
| Andra AP-fonden | 61,695 | $12.7M | 0.20% | +52,000+536.4% | Added |
| Webster Bank, N. A. | 62,511 | $12.8M | 1.38% | −1,168−1.8% | Reduced |
| Advisors Asset Management, Inc. | 62,805 | $12.9M | 0.24% | +3,919+6.7% | Added |
| Diversified Trust Co | 62,883 | $12.9M | 0.31% | +911+1.5% | Added |
| Pensionmark Financial Group, LLC | 62,919 | $12.9M | 0.35% | +7,117+12.8% | Added |
| Shell Asset Management Co | 64,155 | $13.2M | 0.58% | +7,740+13.7% | Added |
| Janney Montgomery Scott LLC | 64,287 | $13.2M | 0.04% | +4,196+7.0% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $13.3M | 4.87% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 64,979 | $13.3M | 0.13% | +3,093+5.0% | Added |
| Legacy Private Trust Co. | 65,615 | $13.5M | 0.88% | −2,794−4.1% | Reduced |
| Headinvest, LLC | 65,667 | $13.5M | 2.55% | −1,730−2.6% | Reduced |
| Bahl & Gaynor Inc | 65,975 | $13.6M | 0.07% | −1,076−1.6% | Reduced |
| Panagora Asset Management Inc | 66,382 | $13.6M | 0.06% | −2,019−3.0% | Reduced |
| Pinnacle Financial Partners Inc | 67,569 | $13.9M | 0.28% | +230.0% | Added |
| Groupe la Francaise | 66,971 | $13.9M | 0.36% | +66,971 | New |
| Mutual of America Capital Management LLC | 68,156 | $14.0M | 0.15% | −2,741−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,773 | $14.1M | 0.12% | +6,590+10.6% | Added |
| Bragg Financial Advisors, Inc | 69,179 | $14.2M | 0.58% | −3,384−4.7% | Reduced |
| Woodstock Corp | 69,792 | $14.3M | 1.38% | −332−0.5% | Reduced |
| Gotham Asset Management, LLC | 70,865 | $14.6M | 0.14% | −21,037−22.9% | Reduced |
| iA Global Asset Management Inc. | 70,917 | $14.6M | 0.26% | +4,209+6.3% | Added |
| Toroso Investments, LLC | 71,333 | $14.7M | 0.12% | +37,301+109.6% | Added |
| Pathstone Holdings, LLC | 71,884 | $14.8M | 0.07% | +1,968+2.8% | Added |