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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 654 | $134.3K | 0.03% | +654 | New |
| First PREMIER Bank | 658 | $135.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 682 | $140.1K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 700 | $143.8K | 0.00% | +700 | New |
| J.Safra Asset Management Corp | 705 | $145.4K | 0.01% | +705 | New |
| Bank of New Hampshire | 710 | $145.8K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 710 | $145.8K | 0.14% | +710 | New |
| Tobam | 712 | $146.0K | 0.04% | −222−23.8% | Reduced |
| WFA Asset Management Corp | 712 | $146.3K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 729 | $149.8K | 0.02% | −50−6.4% | Reduced |
| Covestor Ltd | 763 | $157.0K | 0.10% | −69−8.3% | Reduced |
| Arcadia Investment Management Corp | 781 | $160.4K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 798 | $163.9K | 0.15% | +798 | New |
| Roble, Belko & Company, Inc | 800 | $164.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 800 | $164.3K | 0.12% | +800 | New |
| LRI Investments, LLC | 20,344 | $166.7K | 0.02% | −82−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 815 | $167.4K | 0.01% | +36+4.6% | Added |
| Menard Financial Group LLC | 818 | $168.0K | 0.10% | +818 | New |
| Crowley Wealth Management, Inc. | 836 | $171.7K | 0.15% | +836 | New |
| Evermay Wealth Management LLC | 859 | $176.5K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 864 | $177.0K | 0.04% | +50+6.1% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $179.1K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 879 | $180.6K | 0.01% | +879 | New |
| Riverview Trust Co | 889 | $182.6K | 0.17% | 00.0% | Unchanged |
| Operose Advisors LLC | 917 | $188.4K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 917 | $188.4K | 0.01% | −17−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 952 | $195.6K | 0.02% | +704+283.9% | Added |
| Evergreen Private Wealth LLC | 956 | $196.4K | 0.09% | −1−0.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 974 | $200.1K | 0.03% | +974 | New |
| Fort Sheridan Advisors LLC | 975 | $200.3K | 0.03% | +975 | New |
| Financial Council Asset Management Inc | 975 | $200.3K | 0.10% | +975 | New |
| HCR Wealth Advisors | 984 | $202.1K | 0.03% | +984 | New |
| Allen Capital Group, LLC | 985 | $202.3K | 0.02% | +985 | New |
| Wedge Capital Management L L P | 991 | $203.6K | 0.00% | +991 | New |
| Proactive Wealth Strategies LLC | 1,000 | $205.0K | 0.11% | +1,000 | New |
| 1492 Capital Management LLC | 1,000 | $205.4K | 0.10% | +1,000 | New |
| Heartwood Wealth Advisors LLC | 1,000 | $205.4K | 0.02% | +1,000 | New |
| Cercano Management LLC | 1,000 | $205.4K | 0.01% | +1,000 | New |
| Borer Denton & Associates, Inc. | 1,000 | $205.4K | 0.07% | +1,000 | New |
| Eight 31 Financial LLC | 1,000 | $205.4K | 0.15% | +1,000 | New |
| Challenger Wealth Management | 1,000 | $205.4K | 0.18% | +1,000 | New |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,007 | $206.9K | 0.07% | +1,007 | New |
| Sonora Investment Management Group, LLC | 1,009 | $207.2K | 0.02% | +1,009 | New |
| Oakworth Capital, Inc. | 1,009 | $207.3K | 0.01% | +502+99.0% | Added |
| RiverFront Investment Group, LLC | 1,013 | $208.1K | 0.00% | +1,013 | New |
| Holland Advisory Services, Inc. | 1,014 | $208.2K | 0.27% | +1,014 | New |
| Traveka Wealth, LLC | 1,023 | $210.1K | 0.12% | +1,023 | New |
| First Foundation Advisors | 1,025 | $210.6K | 0.01% | +1,025 | New |
| Financial Insights, Inc. | 1,025 | $210.6K | 0.08% | −2,268−68.9% | Reduced |
| Muirfield Wealth Advisors LLC | 1,025 | $210.6K | 0.17% | +1,025 | New |
| Forthright Family Wealth Advisory LLC | 1,028 | $211.2K | 0.14% | −46−4.3% | Reduced |
| Second Line Capital, LLC | 1,030 | $211.6K | 0.06% | +1,030 | New |
| Everett Harris & Co | 1,032 | $212.0K | 0.00% | +1,032 | New |
| Advisor OS, LLC | 1,034 | $212.4K | 0.02% | +1,034 | New |
| Flossbach Von Storch AG | 1,040 | $213.6K | 0.00% | +1,040 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,047 | $215.1K | 0.05% | +1,047 | New |
| Affinity Investment Advisors, LLC | 1,051 | $215.9K | 0.18% | −242−18.7% | Reduced |
| Caitlin John, LLC | 1,053 | $216.3K | 0.15% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,058 | $217.3K | 0.05% | +1,058 | New |
| CPA Asset Management LLC | 1,058 | $217.3K | 0.10% | +1,058 | New |
| Virtue Capital Management, LLC | 1,062 | $218.2K | 0.04% | −104−8.9% | Reduced |
| BluePath Capital Management, LLC | 1,083 | $218.3K | 0.12% | +1,083 | New |
| Larson Financial Group LLC | 1,063 | $218.4K | 0.01% | −773−42.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,064 | $218.6K | 0.02% | +1,064 | New |
| Wilkinson Global Asset Management LLC | 1,065 | $218.8K | 0.01% | +1,065 | New |
| Investment Partners Asset Management, Inc. | 1,067 | $219.2K | 0.17% | +1,067 | New |
| Five Oceans Advisors | 1,067 | $219.2K | 0.10% | +1,067 | New |
| New Republic Capital, LLC | 1,071 | $220.0K | 0.14% | +1,071 | New |
| GFS Advisors, LLC | 1,078 | $221.0K | 0.03% | +1,078 | New |
| Finivi Inc. | 1,077 | $221.2K | 0.18% | +1,077 | New |
| Kornitzer Capital Management Inc | 1,079 | $221.6K | 0.00% | +1,079 | New |
| Clark Asset Management, LLC | 1,080 | $221.9K | 0.04% | +1,080 | New |
| BIP Wealth, LLC | 1,082 | $222.3K | 0.01% | +1,082 | New |
| UMA Financial Services, Inc. | 1,086 | $223.1K | 0.04% | −325−23.0% | Reduced |
| Asset Allocation & Management Company, LLC | 1,091 | $224.0K | 0.12% | +1,091 | New |
| GenTrust, LLC | 1,092 | $224.3K | 0.01% | +1,092 | New |
| Crescent Grove Advisors, LLC | 1,094 | $224.7K | 0.02% | +1,094 | New |
| Groupama Asset Managment | 1,091 | $225.0K | 0.00% | −6,269−85.2% | Reduced |
| Univest Financial Corp | 1,099 | $225.8K | 0.01% | −149−11.9% | Reduced |
| Convergence Investment Partners, LLC | 1,108 | $227.6K | 0.05% | −11−1.0% | Reduced |
| Essex Savings Bank | 1,110 | $228.0K | 0.06% | +1,110 | New |
| Gateway Investment Advisers LLC | 1,114 | $228.8K | 0.00% | −244−18.0% | Reduced |
| StoneX Group Inc. | 1,117 | $229.5K | 0.01% | +1,117 | New |
| New England Research & Management, Inc. | 1,121 | $230.0K | 0.12% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,121 | $230.3K | 0.12% | +1,121 | New |
| W.H. Cornerstone Investments Inc. | 1,123 | $230.7K | 0.15% | −12−1.1% | Reduced |
| Fiduciary Group LLC | 1,128 | $231.7K | 0.02% | −50−4.2% | Reduced |
| Basepoint Wealth LLC | 1,132 | $232.5K | 0.19% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,132 | $232.5K | 0.01% | −12−1.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,135 | $233.2K | 0.00% | −168−12.9% | Reduced |
| JNBA Financial Advisors | 1,138 | $233.8K | 0.02% | +24+2.2% | Added |
| Rothschild Investment LLC | 1,143 | $234.8K | 0.02% | +18+1.6% | Added |
| YHB Investment Advisors, Inc. | 1,143 | $234.8K | 0.02% | +18+1.6% | Added |
| Breakwater Capital Group | 1,145 | $235.2K | 0.05% | −3−0.3% | Reduced |
| Vigilare Wealth Management | 1,160 | $238.3K | 0.10% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,170 | $238.4K | 0.00% | +1,170 | New |
| Optivise Advisory Services LLC | 1,161 | $238.5K | 0.13% | −161−12.2% | Reduced |
| Myecfo, LLC | 1,174 | $241.2K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,175 | $241.4K | 0.05% | +1,175 | New |