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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 136 | $27.9K | 0.01% | +16+13.3% | Added |
| Abound Wealth Management | 140 | $28.7K | 0.01% | +3+2.2% | Added |
| Hanson & Doremus Investment Management | 140 | $29.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $29.0K | 0.01% | +145 | New |
| MCF Advisors LLC | 144 | $29.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 143 | $30.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 149 | $30.6K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 150 | $30.8K | 0.02% | +150 | New |
| Bullock Wealth Management Group | 153 | $31.4K | 0.02% | +153 | New |
| Cedar Mountain Advisors, LLC | 162 | $33.3K | 0.01% | −29−15.2% | Reduced |
| Pinnacle Bancorp, Inc. | 165 | $33.9K | 0.01% | −72−30.4% | Reduced |
| Dunhill Financial, LLC | 168 | $34.5K | 0.02% | +37+28.2% | Added |
| Stance Capital LLC | 170 | $34.9K | 0.02% | +170 | New |
| Gables Capital Management Inc. | 171 | $35.1K | 0.02% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 173 | $35.5K | 0.02% | +173 | New |
| Painted Porch Advisors LLC | 177 | $36.4K | 0.02% | +10+6.0% | Added |
| Capstone Investment Advisors, LLC | 178 | $36.6K | 0.00% | −1,552−89.7% | Reduced |
| Campbell Capital Management Inc | 180 | $37.0K | 0.01% | +180 | New |
| Main Street Group, LTD | 181 | $37.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 182 | $37.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 190 | $39.0K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $39.4K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 198 | $40.7K | 0.08% | +98+98.0% | Added |
| Broadwater Capital Management LLC | 200 | $41.1K | 0.03% | −200−50.0% | Reduced |
| ZRC Wealth Management, LLC | 200 | $41.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $41.1K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $41.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 205 | $42.1K | 0.01% | +70+51.9% | Added |
| Ancora Advisors, LLC | 205 | $42.2K | 0.00% | +22+12.0% | Added |
| Clean Yield Group | 214 | $44.0K | 0.01% | +44+25.9% | Added |
| Medallion Wealth Advisors, LLC | 200 | $44.2K | 0.02% | +200 | New |
| Kennebec Savings Bank | 220 | $44.3K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 218 | $44.8K | 0.01% | +218 | New |
| Knuff & Co LLC | 220 | $45.2K | 0.01% | +220 | New |
| Mendota Financial Group, LLC | 221 | $45.4K | 0.03% | −262−54.2% | Reduced |
| Private Wealth Management Group, LLC | 222 | $45.6K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $49.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 240 | $49.3K | 0.03% | +240 | New |
| Kestra Investment Management, LLC | 242 | $49.7K | 0.00% | +242 | New |
| Midwest Capital Advisors, LLC | 244 | $50.1K | 0.04% | +244 | New |
| Roxbury Financial LLC | 228 | $50.4K | 0.05% | +228 | New |
| Monetary Management Group Inc | 250 | $51.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 251 | $51.6K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 260 | $53.4K | 0.01% | +260 | New |
| MPWM Advisory Solutions, LLC | 264 | $54.2K | 0.04% | +264 | New |
| Sierra Ocean, LLC | 266 | $54.6K | 0.04% | +266 | New |
| Carolinas Wealth Consulting LLC | 270 | $55.5K | 0.01% | +246+1,025.0% | Added |
| McIlrath & Eck, LLC | 272 | $55.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 277 | $56.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 283 | $58.1K | 0.01% | −19−6.3% | Reduced |
| Richardson Financial Services Inc. | 283 | $58.4K | 0.04% | +220+349.2% | Added |
| Financial Network Wealth Advisors LLC | 291 | $59.8K | 0.11% | −545−65.2% | Reduced |
| Sunbelt Securities, Inc. | 294 | $60.6K | 0.01% | +250+568.2% | Added |
| Atala Financial Inc | 300 | $61.6K | 0.04% | +300 | New |
| Hollencrest Capital Management | 309 | $63.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 314 | $65.0K | 0.00% | +1+0.3% | Added |
| Rise Advisors, LLC | 317 | $65.1K | 0.03% | +2+0.6% | Added |
| Loomis Sayles & Co L P | 324 | $67.0K | 0.00% | −84−20.6% | Reduced |
| Davis Capital Management | 330 | $67.8K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 331 | $68.0K | 0.01% | −20−5.7% | Reduced |
| IAG Wealth Partners, LLC | 331 | $68.0K | 0.01% | +26+8.5% | Added |
| West Paces Advisors Inc. | 334 | $68.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 341 | $70.0K | 0.03% | +12+3.6% | Added |
| PrairieView Partners, LLC | 375 | $77.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 379 | $77.9K | 0.01% | +263+226.7% | Added |
| Capital Advisors, Ltd. LLC | 382 | $78.0K | 0.01% | +14+3.8% | Added |
| Deseret Mutual Benefit Administrators | 381 | $78.3K | 0.04% | −6−1.6% | Reduced |
| Centricity Wealth Management, LLC | 384 | $78.9K | 0.07% | +384 | New |
| McCarthy Grittinger Financial Group, LLC | 385 | $79.1K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 390 | $80.1K | 0.01% | −442−53.1% | Reduced |
| Piscataqua Savings Bank | 397 | $81.6K | 0.07% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $82.2K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 400 | $82.2K | 0.05% | +400 | New |
| West Oak Capital, LLC | 400 | $82.2K | 0.03% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 402 | $82.6K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 403 | $82.8K | 0.07% | 00.0% | Unchanged |
| Crews Bank & Trust | 409 | $84.0K | 0.01% | +409 | New |
| Bruce G. Allen Investments, LLC | 413 | $84.8K | 0.07% | +15+3.8% | Added |
| Curio Wealth, LLC | 416 | $85.5K | 0.05% | +416 | New |
| WPG Advisers, LLC | 418 | $85.9K | 0.08% | +418 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 457 | $93.9K | 0.02% | +457 | New |
| Empirical Asset Management, LLC | 62,522 | $95.0K | 0.03% | +62,522 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 500 | $102.7K | 0.06% | −200−28.6% | Reduced |
| Rialto Wealth Management, LLC | 500 | $102.7K | 0.03% | +500 | New |
| XY Capital Ltd | 504 | $103.5K | 0.12% | +504 | New |
| Financial Perspectives, Inc | 550 | $113.0K | 0.04% | +550 | New |
| Hexagon Capital Partners LLC | 554 | $113.8K | 0.02% | −29−5.0% | Reduced |
| AllSquare Wealth Management LLC | 555 | $114.0K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 566 | $116.3K | 0.01% | −500−46.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 570 | $117.1K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 606 | $124.5K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 610 | $125.3K | 0.03% | +175+40.2% | Added |
| Eagle Bay Advisors LLC | 613 | $125.9K | 0.08% | −18−2.9% | Reduced |
| Princeton Global Asset Management LLC | 617 | $126.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 617 | $126.9K | 0.05% | +163+35.9% | Added |
| Fairfield Financial Advisors, LTD | 620 | $127.4K | 0.04% | +620 | New |
| MV Capital Management, Inc. | 623 | $128.0K | 0.01% | −6−1.0% | Reduced |
| Accent Capital Management, LLC | 639 | $131.3K | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 649 | $133.3K | 0.04% | −141−17.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 653 | $134.1K | 0.00% | −4,723−87.9% | Reduced |