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 |
|---|---|---|---|---|---|
| Highlander Partners, L.P. | 1,900 | $390.3K | 0.22% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,900 | $390.3K | 0.02% | +586+44.6% | Added |
| Canandaigua National Bank & Trust Co | 1,902 | $390.7K | 0.04% | −25−1.3% | Reduced |
| Trust Co of Toledo NA | 1,902 | $390.7K | 0.05% | +156+8.9% | Added |
| Keystone Financial Services | 1,917 | $393.8K | 0.15% | −106−5.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,918 | $394.0K | 0.17% | +740+62.8% | Added |
| Fort Washington Investment Advisors Inc | 1,934 | $397.3K | 0.00% | −712−26.9% | Reduced |
| Hickory Point Bank & Trust | 1,937 | $397.9K | 0.35% | +1,937 | New |
| Bigelow Investment Advisors, LLC | 1,939 | $398.3K | 0.19% | +290+17.6% | Added |
| Advisory Alpha, LLC | 1,946 | $399.7K | 0.01% | +440+29.2% | Added |
| Wealth Management Associates, Inc. | 1,950 | $400.6K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,958 | $402.2K | 0.05% | +28+1.5% | Added |
| Excalibur Management Corp | 1,969 | $404.5K | 0.16% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,969 | $404.5K | 0.30% | +1,969 | New |
| Quent Capital, LLC | 1,972 | $405.1K | 0.04% | +14+0.7% | Added |
| Icon Wealth Advisors, LLC | 1,975 | $405.7K | 0.03% | −19−1.0% | Reduced |
| Kaizen Financial Strategies | 1,976 | $405.9K | 0.23% | −40−2.0% | Reduced |
| Claro Advisors LLC | 1,982 | $407.1K | 0.06% | −106−5.1% | Reduced |
| Wealth Alliance | 1,988 | $408.4K | 0.05% | +66+3.4% | Added |
| Legacy Financial Advisors, Inc. | 2,000 | $410.8K | 0.07% | −173−8.0% | Reduced |
| Castleark Management LLC | 2,000 | $410.8K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $410.8K | 0.07% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,000 | $410.8K | 0.11% | +2,000 | New |
| Investment Counsel Co of Nevada | 2,000 | $410.8K | 1.04% | +2,000 | New |
| Archer Investment Corp | 2,003 | $411.5K | 0.11% | +485+31.9% | Added |
| Nixon Peabody Trust Co | 2,008 | $412.5K | 0.03% | +33+1.7% | Added |
| Invesco, LLC | 2,027 | $416.4K | 0.17% | −82−3.9% | Reduced |
| ORG Partners LLC | 2,039 | $418.8K | 0.06% | −22−1.1% | Reduced |
| Strategic Blueprint, LLC | 2,040 | $419.0K | 0.02% | −65−3.1% | Reduced |
| Avitas Wealth Management LLC | 2,046 | $420.3K | 0.06% | −51−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,057 | $422.5K | 0.28% | −44,859−95.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,062 | $423.5K | 0.08% | +41+2.0% | Added |
| Capital Asset Advisory Services LLC | 2,032 | $423.8K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,073 | $425.8K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,076 | $426.5K | 0.04% | −62−2.9% | Reduced |
| Blalock Williams, LLC | 2,080 | $427.3K | 0.50% | +2,080 | New |
| Davis R M Inc | 2,083 | $427.9K | 0.01% | +2,083 | New |
| H&H Retirement Design & Management INC | 1,846 | $428.9K | 0.26% | −251−12.0% | Reduced |
| Old National Bancorp | 2,093 | $429.9K | 0.01% | −37−1.7% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $431.4K | 0.13% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,111 | $433.6K | 0.02% | −70−3.2% | Reduced |
| Seeds Investor LLC | 2,112 | $433.8K | 0.12% | +75+3.7% | Added |
| Calamos Wealth Management LLC | 2,130 | $437.5K | 0.02% | +2,130 | New |
| Csenge Advisory Group | 2,134 | $438.4K | 0.02% | −494−18.8% | Reduced |
| Valmark Advisers, Inc. | 2,136 | $438.8K | 0.01% | −859−28.7% | Reduced |
| Fielder Capital Group LLC | 2,139 | $439.4K | 0.14% | −6−0.3% | Reduced |
| Zions Bancorporation, N.A. | 2,141 | $439.8K | 0.03% | +1,431+201.5% | Added |
| Power Wealth Management LLC | 2,142 | $440.0K | 0.18% | +394+22.5% | Added |
| Enterprise Financial Services Corp | 2,144 | $440.4K | 0.25% | −4−0.2% | Reduced |
| Boit C F David | 2,150 | $441.7K | 0.22% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 2,150 | $441.7K | 1.80% | +2,150 | New |
| Natixis | 2,152 | $442.1K | 0.00% | −61,745−96.6% | Reduced |
| Peterson Wealth Services | 2,158 | $443.3K | 0.13% | −353−14.1% | Reduced |
| Scientech Research LLC | 2,159 | $443.5K | 0.13% | +2,159 | New |
| Catalina Capital Group, LLC | 2,160 | $443.7K | 0.15% | +48+2.3% | Added |
| West Family Investments, Inc. | 2,161 | $443.9K | 0.15% | −30−1.4% | Reduced |
| Permanent Capital Management, LP | 2,168 | $445.4K | 0.14% | +2,168 | New |
| Western Pacific Wealth Management, LP | 2,172 | $446.2K | 0.36% | +710+48.6% | Added |
| Vantage Financial Partners, LLC | 2,173 | $446.4K | 0.11% | −367−14.4% | Reduced |
| Teza Capital Management LLC | 2,177 | $447.2K | 0.07% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,181 | $448.0K | 0.05% | −4−0.2% | Reduced |
| Gryphon Financial Partners LLC | 2,184 | $448.6K | 0.06% | −24−1.1% | Reduced |
| Dechtman Wealth Management, LLC | 2,188 | $449.5K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,191 | $450.1K | 0.10% | −131−5.6% | Reduced |
| Cypress Capital Group | 2,201 | $452.1K | 0.06% | −18−0.8% | Reduced |
| Berry Wealth Group, LP | 2,204 | $452.7K | 0.33% | +110+5.3% | Added |
| Independence Bank of Kentucky | 2,206 | $453.2K | 0.07% | −105−4.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,210 | $454.0K | 0.03% | +2,210 | New |
| Horan Securities, Inc. | 2,219 | $455.8K | 0.17% | −13−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 2,229 | $457.9K | 0.13% | 00.0% | Unchanged |
| Private Trust Co NA | 2,243 | $460.8K | 0.05% | −466−17.2% | Reduced |
| Arrow Financial Corp | 2,250 | $462.2K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,255 | $463.2K | 0.16% | −30−1.3% | Reduced |
| KCM Investment Advisors LLC | 2,258 | $463.8K | 0.02% | +831+58.2% | Added |
| State of Wyoming | 2,269 | $466.1K | 0.06% | +1,678+283.9% | Added |
| Sentry Investment Management LLC | 2,282 | $469.0K | 0.22% | −372−14.0% | Reduced |
| West Coast Financial LLC | 2,292 | $470.8K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,295 | $471.4K | 0.11% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,297 | $471.9K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp | 2,297 | $471.9K | 0.42% | +2,297 | New |
| Schnieders Capital Management LLC | 2,299 | $472.3K | 0.09% | −25−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 2,299 | $472.3K | 0.10% | +116+5.3% | Added |
| D.B. Root & Company, LLC | 2,317 | $476.0K | 0.15% | −394−14.5% | Reduced |
| Belpointe Asset Management LLC | 2,757 | $481.4K | 0.03% | +29+1.1% | Added |
| Arkadios Wealth Advisors | 2,344 | $481.5K | 0.03% | −173−6.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,344 | $481.5K | 0.11% | +10.0% | Added |
| First Bank & Trust | 2,350 | $482.7K | 0.09% | +482+25.8% | Added |
| Proficio Capital Partners LLC | 2,361 | $485.0K | 0.04% | +775+48.9% | Added |
| IHT Wealth Management, LLC | 2,363 | $485.4K | 0.02% | −693−22.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,368 | $486.4K | 0.11% | −127−5.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $488.1K | 0.26% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,378 | $488.5K | 0.04% | +75+3.3% | Added |
| Ci Investments Inc. | 2,382 | $489.0K | 0.00% | −28−1.2% | Reduced |
| Sage Mountain Advisors LLC | 2,382 | $489.4K | 0.04% | +63+2.7% | Added |
| M3 Advisory Group, LLC | 2,383 | $489.4K | 0.35% | −14−0.6% | Reduced |
| Venture Visionary Partners LLC | 2,384 | $489.7K | 0.02% | +50+2.1% | Added |
| Childress Capital Advisors, LLC | 2,387 | $490.4K | 0.14% | −40−1.6% | Reduced |
| Meyer Handelman Co | 2,400 | $493.0K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $493.0K | 0.18% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $495.1K | 0.16% | 00.0% | Unchanged |