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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 2,413 | $495.7K | 0.04% | +563+30.4% | Added |
| One Wealth Advisors, LLC | 2,431 | $499.4K | 0.07% | −305−11.1% | Reduced |
| Vista Wealth Management Group, LLC | 2,435 | $500.2K | 0.03% | +65+2.7% | Added |
| Janney Capital Management LLC | 2,440 | $501.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,458 | $504.9K | 0.04% | +2,458 | New |
| International Assets Investment Management, LLC | 2,477 | $510.2K | 0.04% | +2,477 | New |
| Premier Path Wealth Partners, LLC | 2,486 | $510.6K | 0.08% | +63+2.6% | Added |
| Weiss Asset Management LP | 2,505 | $514.6K | 0.01% | −41,003−94.2% | Reduced |
| WBH Advisory Inc | 2,520 | $517.7K | 0.05% | +27+1.1% | Added |
| Northwest Bancshares, Inc. | 2,541 | $522.0K | 0.10% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,546 | $523.0K | 0.06% | +38+1.5% | Added |
| Carrera Capital Advisors | 2,550 | $523.8K | 0.12% | −9,580−79.0% | Reduced |
| Andina Capital Management, LLC | 2,551 | $524.0K | 0.43% | +105+4.3% | Added |
| Jackson Wealth Management, LLC | 2,557 | $525.0K | 0.06% | +2,557 | New |
| Trust Point Inc. | 2,564 | $526.7K | 0.04% | +254+11.0% | Added |
| Connecticut Wealth Management, LLC | 2,569 | $527.7K | 0.03% | +184+7.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,581 | $530.1K | 0.03% | −500−16.2% | Reduced |
| Trueblood Wealth Management, LLC | 2,582 | $530.4K | 0.26% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,579 | $531.2K | 0.29% | +13+0.5% | Added |
| Centaurus Financial, Inc. | 2,588 | $532.0K | 0.03% | +164+6.8% | Added |
| Centiva Capital, LP | 2,597 | $533.5K | 0.02% | −5,313−67.2% | Reduced |
| WoodTrust Financial Corp | 2,607 | $536.0K | 0.08% | +786+43.2% | Added |
| Geller Advisors LLC | 2,610 | $536.1K | 0.04% | −72−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,134 | $539.0K | 0.09% | −7,912−46.4% | Reduced |
| Salem Investment Counselors Inc | 2,643 | $542.9K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,644 | $543.0K | 0.04% | −25−0.9% | Reduced |
| CVA Family Office, LLC | 2,644 | $543.1K | 0.09% | +65+2.5% | Added |
| Flow Traders U.S. LLC | 2,660 | $546.0K | 0.02% | +2,660 | New |
| Silver Oak Securities, Inc | 2,648 | $546.1K | 0.05% | +1,469+124.6% | Added |
| Somerset Group LLC | 2,689 | $552.4K | 0.50% | −11−0.4% | Reduced |
| Worldquant Millennium Advisors LLC | 2,698 | $554.2K | 0.00% | +2,698 | New |
| Tributary Capital Management, LLC | 2,720 | $558.7K | 0.04% | −130−4.6% | Reduced |
| Sax Wealth Advisors, LLC | 2,722 | $559.3K | 0.04% | +16+0.6% | Added |
| Leuthold Group, LLC | 2,723 | $559.4K | 0.07% | +2,723 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,726 | $560.0K | 0.05% | −23−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,735 | $561.8K | 0.01% | +2,735 | New |
| Simmons Bank | 2,751 | $565.1K | 0.04% | +1,450+111.5% | Added |
| Essex Financial Services, Inc. | 2,757 | $566.4K | 0.04% | +262+10.5% | Added |
| Finward Bancorp | 2,758 | $566.5K | 0.49% | +2,758 | New |
| Whittier Trust Co of Nevada Inc | 2,762 | $567.4K | 0.01% | −80−2.8% | Reduced |
| PFG Investments, LLC | 2,772 | $569.4K | 0.04% | −35−1.2% | Reduced |
| Wambolt & Associates, LLC | 2,777 | $570.5K | 0.18% | −52−1.8% | Reduced |
| Secure Asset Management, LLC | 2,790 | $573.1K | 0.09% | −7,907−73.9% | Reduced |
| Wallace Advisory Group, LLC | 3,192 | $573.4K | 0.40% | −125−3.8% | Reduced |
| Waterloo Capital, L.P. | 2,804 | $576.0K | 0.06% | −54−1.9% | Reduced |
| Wright Investors Service Inc | 2,813 | $577.8K | 0.19% | −251−8.2% | Reduced |
| Summit Global Investments | 2,817 | $579.0K | 0.04% | +1,459+107.4% | Added |
| Buckingham Strategic Partners | 2,828 | $580.9K | 0.01% | −80−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,851 | $585.7K | 0.04% | −30−1.0% | Reduced |
| Flagship Wealth Advisors, LLC | 2,855 | $586.5K | 0.34% | +2,855 | New |
| CRA Financial Services, LLC | 2,857 | $586.9K | 0.10% | +14+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 2,859 | $587.3K | 0.19% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,863 | $588.1K | 0.10% | −25−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,887 | $593.0K | 0.04% | −143−4.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,895 | $594.7K | 0.26% | −385−11.7% | Reduced |
| Financial Counselors Inc | 2,896 | $594.9K | 0.01% | +113+4.1% | Added |
| Catalyst Financial Partners LLC | 2,898 | $595.3K | 0.11% | +71+2.5% | Added |
| Moore Capital Management, LP | 2,902 | $596.1K | 0.01% | −27,370−90.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,915 | $598.8K | 0.06% | −50−1.7% | Reduced |
| Forte Capital LLC | 2,917 | $599.2K | 0.07% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,925 | $600.9K | 0.17% | −85−2.8% | Reduced |
| Long Run Wealth Advisors, LLC | 2,926 | $601.1K | 0.14% | −17−0.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,928 | $601.5K | 0.01% | +235+8.7% | Added |
| Red Door Wealth Management, LLC | 2,940 | $603.9K | 0.09% | +16+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 2,949 | $605.8K | 0.18% | +41+1.4% | Added |
| J.W. Cole Advisors, Inc. | 2,950 | $606.1K | 0.02% | +264+9.8% | Added |
| Epiq Partners, LLC | 2,978 | $611.7K | 0.33% | 00.0% | Unchanged |
| Vista Investment Management | 2,990 | $614.2K | 0.23% | −429−12.5% | Reduced |
| Aaron Wealth Advisors | 2,992 | $614.6K | 0.07% | +333+12.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,000 | $616.3K | 0.15% | −3,300−52.4% | Reduced |
| Promethium Advisors,llc | 3,000 | $616.3K | 0.42% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,992 | $616.3K | 0.14% | +2,992 | New |
| Guardian Wealth Advisors, LLC | 3,005 | $617.3K | 0.05% | +1,607+114.9% | Added |
| Liontrust Investment Partners LLP | 3,026 | $621.6K | 0.01% | −11,083−78.6% | Reduced |
| NewEdge Wealth, LLC | 3,035 | $623.5K | 0.01% | +1,533+102.1% | Added |
| Santori & Peters | 3,040 | $624.5K | 0.24% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,049 | $626.3K | 0.14% | −51−1.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,069 | $630.4K | 0.19% | −28−0.9% | Reduced |
| Riverbridge Partners LLC | 3,080 | $632.7K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,098 | $636.4K | 0.05% | +3,098 | New |
| Flagship Harbor Advisors, LLC | 3,099 | $636.5K | 0.03% | −170−5.2% | Reduced |
| Quantessence Capital LLC | 3,108 | $638.4K | 0.26% | +3,108 | New |
| Leavell Investment Management, Inc. | 3,133 | $643.6K | 0.03% | +550+21.3% | Added |
| Curated Wealth Partners LLC | 3,145 | $646.0K | 0.07% | +295+10.4% | Added |
| Talon Private Wealth, LLC | 3,148 | $646.7K | 0.14% | 00.0% | Unchanged |
| Western Financial Corp | 3,154 | $647.9K | 0.36% | +3,154 | New |
| Pointe Capital Management LLC | 3,158 | $648.7K | 0.37% | +56+1.8% | Added |
| Riverwater Partners LLC | 3,163 | $649.7K | 0.32% | −1,165−26.9% | Reduced |
| SkyOak Wealth, LLC | 3,163 | $649.7K | 0.14% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,186 | $654.4K | 0.02% | +256+8.7% | Added |
| Naples Global Advisors, LLC | 3,190 | $655.3K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,200 | $657.3K | 0.13% | 00.0% | Unchanged |
| Baader Bank INC | 3,208 | $658.8K | 0.06% | −2,172−40.4% | Reduced |
| Marotta Asset Management | 3,211 | $661.4K | 0.14% | 00.0% | Unchanged |
| First Manhattan Co | 3,235 | $664.5K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 3,242 | $666.0K | 0.14% | +26+0.8% | Added |
| Confluence Wealth Services, Inc. | 3,226 | $666.1K | 0.04% | +130+4.2% | Added |
| Beacon Financial Advisory LLC | 3,244 | $666.4K | 0.22% | +27+0.8% | Added |
| Matisse Capital | 3,248 | $667.2K | 0.34% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 3,250 | $667.6K | 0.67% | +3,250 | New |