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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 1,480 | $304.0K | 0.02% | −75−4.8% | Reduced |
| Raleigh Capital Management Inc. | 1,487 | $305.5K | 0.12% | −1,519−50.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,489 | $305.9K | 0.18% | −25−1.7% | Reduced |
| Stephenson National Bank & Trust | 1,496 | $307.3K | 0.10% | −736−33.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,508 | $309.5K | 0.01% | +23+1.5% | Added |
| Richwood Investment Advisors, LLC | 1,510 | $310.2K | 0.26% | −165−9.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,520 | $312.2K | 0.05% | −1,860−55.0% | Reduced |
| Berkshire Asset Management LLC | 1,496 | $312.4K | 0.01% | −4−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,522 | $312.6K | 0.15% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,523 | $312.9K | 0.02% | +1,523 | New |
| Advanced Asset Management Advisors Inc | 1,525 | $313.3K | 0.08% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,526 | $313.5K | 0.16% | 00.0% | Unchanged |
| Onefund, LLC | 1,526 | $313.5K | 0.30% | +13+0.9% | Added |
| SageView Advisory Group, LLC | 1,536 | $315.5K | 0.01% | +150+10.8% | Added |
| OneAscent Financial Services LLC | 1,537 | $316.0K | 0.03% | −333−17.8% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $316.3K | 0.16% | 00.0% | Unchanged |
| Portman Square Capital LLP | 1,540 | $316.3K | 0.06% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,540 | $316.3K | 0.08% | +1,540 | New |
| Severin Investments, LLC | 1,553 | $318.9K | 0.32% | +1,553 | New |
| Isthmus Partners, LLC | 1,558 | $320.0K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,562 | $320.9K | 0.01% | +20+1.3% | Added |
| Fedenia Advisers LLC | 1,562 | $320.9K | 0.19% | +1,562 | New |
| De Burlo Group Inc | 1,563 | $321.1K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,565 | $321.5K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,572 | $322.0K | 0.10% | +1,572 | New |
| Greatmark Investment Partners, Inc. | 1,575 | $323.5K | 0.04% | −560−26.2% | Reduced |
| Daymark Wealth Partners, LLC | 1,581 | $324.8K | 0.01% | +462+41.3% | Added |
| Gilliland Jeter Wealth Management LLC | 1,590 | $326.6K | 0.11% | +19+1.2% | Added |
| All Terrain Financial Advisors, LLC | 1,600 | $328.7K | 0.13% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,602 | $329.0K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 1,604 | $329.5K | 0.18% | +1,604 | New |
| O'Dell Group, LLC | 1,608 | $330.3K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 1,610 | $330.7K | 0.04% | +881+120.9% | Added |
| Portside Wealth Group, LLC | 1,611 | $330.9K | 0.05% | −152−8.6% | Reduced |
| Keudell/Morrison Wealth Management | 1,612 | $331.1K | 0.09% | −319−16.5% | Reduced |
| LCNB Corp | 1,617 | $332.2K | 0.12% | −93−5.4% | Reduced |
| Hourglass Capital, LLC | 1,618 | $332.4K | 0.09% | 00.0% | Unchanged |
| 25 LLC | 1,622 | $333.2K | 0.14% | +5+0.3% | Added |
| Winton Group Ltd | 1,636 | $336.1K | 0.02% | −26,128−94.1% | Reduced |
| Old Second National Bank of Aurora | 1,642 | $337.3K | 0.08% | +11+0.7% | Added |
| Cottonwood Capital Advisors, LLC | 1,643 | $337.5K | 0.24% | +1,643 | New |
| Chemistry Wealth Management LLC | 1,644 | $337.7K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,645 | $337.9K | 0.05% | +274+20.0% | Added |
| FJ Capital Management LLC | 1,648 | $338.5K | 0.04% | +1,648 | New |
| Jacobsen Capital Management | 1,649 | $338.7K | 0.14% | −23−1.4% | Reduced |
| Goldstone Financial Group, LLC | 1,650 | $338.9K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 1,651 | $339.1K | 0.02% | +58+3.6% | Added |
| Legacy Financial Group LLC | 1,655 | $340.0K | 0.06% | +1,655 | New |
| Ingalls & Snyder LLC | 1,666 | $342.0K | 0.01% | −75−4.3% | Reduced |
| Security Financial Services, INC. | 1,665 | $342.0K | 0.07% | +61+3.8% | Added |
| Alexander Labrunerie & Co., Inc. | 1,668 | $342.6K | 0.15% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,669 | $342.8K | 0.22% | −16−0.9% | Reduced |
| Sivia Capital Partners, LLC | 1,681 | $345.3K | 0.17% | −14−0.8% | Reduced |
| Wellspring Financial Advisors, LLC | 1,690 | $347.2K | 0.04% | −2,110−55.5% | Reduced |
| Marquette Asset Management, LLC | 1,690 | $347.2K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,691 | $347.4K | 0.12% | −6−0.4% | Reduced |
| CKW Financial Group | 1,700 | $349.0K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,700 | $349.2K | 0.17% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,701 | $349.4K | 0.18% | −19−1.1% | Reduced |
| Fisher Asset Management, LLC | 1,701 | $349.5K | 0.00% | +1,701 | New |
| First Heartland Consultants, Inc. | 1,702 | $349.6K | 0.04% | −2,693−61.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,704 | $350.0K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,705 | $350.2K | 0.02% | −551−24.4% | Reduced |
| TRUE Private Wealth Advisors | 1,711 | $351.5K | 0.04% | +181+11.8% | Added |
| Harbour Trust & Investment Management Co | 1,714 | $352.1K | 0.04% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,715 | $352.3K | 0.20% | −1−0.1% | Reduced |
| Tritonpoint Wealth, LLC | 1,716 | $352.5K | 0.03% | +2+0.1% | Added |
| Colonial Trust Co | 1,722 | $353.7K | 0.05% | −1,020−37.2% | Reduced |
| Goldstein Advisors, LLC | 1,722 | $353.7K | 0.05% | −11−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,728 | $355.0K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,729 | $355.2K | 0.03% | +100+6.1% | Added |
| Security National Bank of Sioux City Iowa | 1,730 | $355.4K | 0.25% | −20−1.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,735 | $356.4K | 0.09% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $357.2K | 0.10% | +102+6.2% | Added |
| Concorde Asset Management, LLC | 1,750 | $359.5K | 0.19% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,752 | $359.9K | 0.03% | +11+0.6% | Added |
| Wealthcare Advisory Partners LLC | 1,752 | $359.9K | 0.01% | +51+3.0% | Added |
| Rossby Financial, LCC | 1,754 | $360.3K | 0.23% | +1,754 | New |
| Accredited Investors Inc. | 1,759 | $361.3K | 0.02% | +1,759 | New |
| Cassaday & Co Wealth Management LLC | 1,764 | $362.4K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,767 | $363.0K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,782 | $366.1K | 0.04% | +67+3.9% | Added |
| Camden Capital, LLC | 1,789 | $367.4K | 0.04% | +1,789 | New |
| RMR Wealth Builders | 1,799 | $369.6K | 0.04% | −8−0.4% | Reduced |
| Greenspring Advisors, LLC | 1,800 | $369.8K | 0.08% | −171−8.7% | Reduced |
| Cromwell Holdings LLC | 1,807 | $371.2K | 0.21% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,852 | $371.3K | 0.37% | +47+2.6% | Added |
| Edge Capital Group, LLC | 1,816 | $373.0K | 0.02% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,818 | $373.5K | 0.03% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,830 | $375.9K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,834 | $376.7K | 0.00% | −224−10.9% | Reduced |
| Old Port Advisors | 1,838 | $377.6K | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,847 | $379.4K | 0.02% | −260−12.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,848 | $379.6K | 0.13% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,857 | $381.5K | 0.15% | +29+1.6% | Added |
| AXS Investments LLC | 1,860 | $382.1K | 0.11% | +1,860 | New |
| Alta Advisers Ltd | 1,873 | $384.8K | 0.24% | +273+17.1% | Added |
| Dearborn Partners LLC | 1,879 | $386.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,882 | $386.6K | 0.02% | −224−10.6% | Reduced |
| Arete Wealth Advisors, LLC | 1,881 | $387.0K | 0.03% | +261+16.1% | Added |