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 Bancorporation Inc | 1,176 | $241.6K | 0.16% | −472−28.6% | Reduced |
| FourThought Financial Partners, LLC | 1,176 | $241.6K | 0.03% | +1,176 | New |
| Oregon Pacific Wealth Management, LLC | 1,178 | $242.0K | 0.24% | +1,178 | New |
| Fairhaven Wealth Management, LLC | 1,180 | $242.4K | 0.08% | +22+1.9% | Added |
| Invst, LLC | 1,181 | $242.6K | 0.03% | +6+0.5% | Added |
| King Wealth | 1,185 | $243.0K | 0.04% | +31+2.7% | Added |
| Equitable Trust Co | 1,183 | $243.0K | 0.01% | +1,183 | New |
| Pinkerton Retirement Specialists, LLC | 1,186 | $243.6K | 0.04% | +1,186 | New |
| Greenwood Gearhart Inc | 1,189 | $244.2K | 0.02% | +1,189 | New |
| Florida Financial Advisors, LLC | 1,193 | $245.0K | 0.11% | +1,193 | New |
| Seven Mile Advisory | 1,196 | $245.7K | 0.16% | +1,196 | New |
| Stonegate Investment Group, LLC | 1,199 | $246.3K | 0.01% | −75−5.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,200 | $246.5K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $246.5K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $246.5K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $246.5K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $246.5K | 0.19% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $246.5K | 0.28% | +1,200 | New |
| Boomfish Wealth Group, LLC | 1,201 | $246.7K | 0.15% | −467−28.0% | Reduced |
| Modern Wealth Management, LLC | 1,201 | $246.7K | 0.01% | +1,201 | New |
| Capital Advantage, Inc. | 1,202 | $246.9K | 0.04% | +1,202 | New |
| LaSalle St. Investment Advisors, LLC | 1,211 | $248.0K | 0.08% | +1,211 | New |
| GSG Advisors LLC | 1,208 | $248.1K | 0.08% | −92−7.1% | Reduced |
| Birmingham Capital Management Co Inc | 1,212 | $249.0K | 0.09% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $250.6K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,225 | $251.6K | 0.06% | +1,225 | New |
| Rappaport Reiches Capital Management, LLC | 1,227 | $252.1K | 0.07% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,228 | $252.3K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,265 | $253.8K | 0.05% | +168+15.3% | Added |
| Monument Capital Management | 1,241 | $254.9K | 0.07% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,113 | $256.2K | 0.07% | +1,113 | New |
| Campbell Deegan Wealth Management, LLC | 1,249 | $256.6K | 0.31% | +1,249 | New |
| Cascades Capital Asset Management, LLC | 1,250 | $256.8K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,250 | $256.8K | 0.01% | +78+6.7% | Added |
| Root Financial Partners, LLC | 1,251 | $257.0K | 0.03% | +1,251 | New |
| Kitching Partners, LLC | 1,253 | $257.4K | 0.33% | +1,253 | New |
| Financial Management Professionals, Inc. | 1,255 | $257.8K | 0.03% | +6+0.5% | Added |
| Cardinal Point Capital Management, ULC | 1,255 | $257.8K | 0.04% | +1,255 | New |
| Trillium Asset Management, LLC | 1,255 | $258.0K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $259.1K | 0.19% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,279 | $262.7K | 0.02% | +29+2.3% | Added |
| Continuum Advisory, LLC | 1,282 | $263.3K | 0.03% | +122+10.5% | Added |
| Presilium Private Wealth, LLC | 1,283 | $263.6K | 0.06% | +83+6.9% | Added |
| bLong Financial, LLC | 1,288 | $264.6K | 0.22% | +1,288 | New |
| Financial Partners Group, LLC | 1,293 | $265.6K | 0.11% | +29+2.3% | Added |
| Kathmere Capital Management, LLC | 1,294 | $265.8K | 0.02% | +90+7.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,296 | $266.2K | 0.04% | −1,220−48.5% | Reduced |
| Trust Co | 1,299 | $266.8K | 0.03% | +1,299 | New |
| Natural Investments, LLC | 1,305 | $267.0K | 0.07% | +1,305 | New |
| American Money Management, LLC | 1,309 | $268.9K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,310 | $269.1K | 0.13% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,311 | $269.3K | 0.04% | +38+3.0% | Added |
| Osterweis Capital Management Inc | 1,318 | $270.7K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,318 | $270.7K | 0.05% | +76+6.1% | Added |
| Fermata Advisors, LLC | 1,323 | $271.8K | 0.05% | +128+10.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,325 | $272.2K | 0.02% | −58−4.2% | Reduced |
| Courier Capital LLC | 1,327 | $272.6K | 0.02% | 00.0% | Unchanged |
| IAM Advisory, LLC | 1,328 | $272.8K | 0.07% | +1,328 | New |
| Abacus Wealth Partners, LLC | 1,329 | $273.0K | 0.04% | +146+12.3% | Added |
| Norden Group LLC | 1,332 | $273.6K | 0.03% | −93−6.5% | Reduced |
| Longboard Asset Management, LP | 1,334 | $274.0K | 0.73% | +1,334 | New |
| Cobblestone Capital Advisors LLC | 1,341 | $275.5K | 0.02% | +31+2.4% | Added |
| City State Bank | 1,345 | $276.3K | 0.10% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,346 | $276.5K | 0.02% | +1,163+635.5% | Added |
| Fullcircle Wealth LLC | 1,204 | $276.8K | 0.11% | +43+3.7% | Added |
| FSB Premier Wealth Management, Inc. | 1,349 | $277.1K | 0.11% | +224+19.9% | Added |
| Atlantic Union Bankshares Corp | 1,350 | $277.3K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $277.3K | 0.22% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,353 | $277.9K | 0.10% | −33−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,353 | $277.9K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,354 | $278.1K | 0.02% | −140−9.4% | Reduced |
| Petros Family Wealth, LLC | 1,358 | $279.0K | 0.30% | +1,358 | New |
| FDx Advisors, Inc. | 1,358 | $279.0K | 0.08% | −55−3.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,366 | $280.6K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,368 | $281.0K | 0.01% | +1,368 | New |
| SFMG, LLC | 1,375 | $282.5K | 0.02% | −1−0.1% | Reduced |
| Intrua Financial, LLC | 1,376 | $282.7K | 0.05% | −335−19.6% | Reduced |
| Ergawealth Advisors, Inc. | 1,378 | $283.1K | 0.14% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,379 | $283.3K | 0.02% | −38−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,380 | $283.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,379 | $284.4K | 0.23% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,394 | $286.4K | 0.02% | −37−2.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,405 | $288.6K | 0.14% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,408 | $289.2K | 0.01% | +1,408 | New |
| Coppell Advisory Solutions LLC | 1,405 | $289.8K | 0.04% | +268+23.6% | Added |
| Chickasaw Capital Management LLC | 1,414 | $290.0K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,413 | $290.3K | 0.21% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,415 | $290.7K | 0.06% | +1,415 | New |
| AGH Wealth Advisors, LLC | 1,419 | $291.5K | 0.27% | +1,419 | New |
| Gsa Capital Partners LLP | 1,422 | $292.0K | 0.02% | −1,058−42.7% | Reduced |
| Mainsail Asset Management, LLC | 1,425 | $292.7K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,425 | $292.7K | 0.01% | +58+4.2% | Added |
| Claret Asset Management Corp | 1,427 | $293.0K | 0.05% | +9+0.6% | Added |
| Crewe Advisors LLC | 1,438 | $295.4K | 0.04% | +1,438 | New |
| Verus Capital Partners, LLC | 1,446 | $297.0K | 0.03% | −59−3.9% | Reduced |
| Fairfield, Bush & Co. | 1,450 | $297.9K | 0.18% | +320+28.3% | Added |
| Cidel Asset Management Inc | 1,451 | $298.1K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,457 | $299.3K | 0.04% | +133+10.0% | Added |
| 1858 Wealth Management, LLC | 1,467 | $301.4K | 0.24% | −13−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $301.4K | 0.07% | 00.0% | Unchanged |