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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 3,251 | $667.8K | 0.01% | +391+13.7% | Added |
| LVZ Advisors, Inc. | 3,280 | $673.8K | 0.09% | −270−7.6% | Reduced |
| Freestone Grove Partners LP | 3,326 | $683.2K | 0.01% | +3,326 | New |
| Rainier Family Wealth Inc | 3,350 | $688.2K | 0.83% | +3,350 | New |
| PDS Planning, Inc | 3,363 | $690.8K | 0.06% | −34−1.0% | Reduced |
| Clarendon Private LLC | 3,370 | $692.3K | 0.72% | +3,370 | New |
| Cookson Peirce & Co Inc | 3,373 | $692.9K | 0.03% | +67+2.0% | Added |
| Angeles Wealth Management, LLC | 3,394 | $697.2K | 0.06% | +835+32.6% | Added |
| Sargent Investment Group, LLC | 3,468 | $698.9K | 0.11% | −932−21.2% | Reduced |
| May Hill Capital, LLC | 3,409 | $700.3K | 0.27% | +3,409 | New |
| Michels Family Financial, LLC | 3,410 | $700.5K | 0.64% | +3,410 | New |
| Insigneo Advisory Services, LLC | 3,416 | $701.7K | 0.07% | +909+36.3% | Added |
| Retirement Planning Co of New England, Inc. | 3,420 | $702.5K | 0.34% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,425 | $703.6K | 0.21% | −382−10.0% | Reduced |
| Cascade Investment Group, Inc. | 3,433 | $705.2K | 0.50% | −70−2.0% | Reduced |
| Grandfield & Dodd, LLC | 3,446 | $707.9K | 0.04% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $708.7K | 0.08% | 00.0% | Unchanged |
| Retireful, LLC | 3,467 | $712.2K | 0.40% | +3,467 | New |
| Edmond de Rothschild Holding S.A. | 3,468 | $712.4K | 0.01% | −125,305−97.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,481 | $715.1K | 0.50% | −104−2.9% | Reduced |
| Farringdon Capital, Ltd. | 3,481 | $715.1K | 0.30% | +3,481 | New |
| Twin City Private Wealth, LLC | 3,484 | $715.7K | 0.63% | +85+2.5% | Added |
| SMART Wealth LLC | 3,486 | $716.1K | 0.25% | +2,270+186.7% | Added |
| Cornerstone Select Advisors, LLC | 3,514 | $721.8K | 0.70% | +3,514 | New |
| Heritage Wealth Advisors | 3,519 | $722.9K | 0.04% | −45−1.3% | Reduced |
| Inceptionr LLC | 3,520 | $723.1K | 0.16% | +3,520 | New |
| Bank of Stockton | 3,558 | $730.9K | 0.22% | −323−8.3% | Reduced |
| Miramar Capital, LLC | 3,575 | $734.4K | 0.18% | 00.0% | Unchanged |
| Perpetual Ltd | 3,576 | $734.6K | 0.01% | +1,474+70.1% | Added |
| LGT Group Foundation | 3,579 | $735.2K | 0.01% | −7,193−66.8% | Reduced |
| Perigon Wealth Management, LLC | 3,566 | $735.5K | 0.02% | +384+12.1% | Added |
| Lafayette Investments, Inc. | 3,599 | $739.3K | 0.16% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,635 | $746.7K | 0.21% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,640 | $748.0K | 0.39% | −100−2.7% | Reduced |
| KMG Fiduciary Partners, LLC | 3,653 | $750.5K | 0.06% | −427−10.5% | Reduced |
| Impact Capital Partners LLC | 3,672 | $754.3K | 0.27% | +3,672 | New |
| GeoWealth Management, LLC | 3,685 | $757.0K | 0.02% | +188+5.4% | Added |
| Holderness Investments Co | 3,699 | $759.8K | 0.17% | −100−2.6% | Reduced |
| Congress Wealth Management LLC | 3,706 | $761.4K | 0.01% | +235+6.8% | Added |
| BSW Wealth Partners | 3,737 | $767.7K | 0.11% | +354+10.5% | Added |
| WESPAC Advisors SoCal, LLC | 3,795 | $779.6K | 0.18% | +3,795 | New |
| Legacy Wealth Asset Management, LLC | 3,799 | $780.4K | 0.21% | −173−4.4% | Reduced |
| Legacy Wealth Management, LLC | 3,800 | $780.6K | 0.31% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,804 | $781.4K | 0.14% | +3,804 | New |
| Alpha Family Trust | 3,805 | $781.6K | 0.44% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,828 | $786.3K | 0.04% | −403−9.5% | Reduced |
| Quadcap Wealth Management, LLC | 3,829 | $786.6K | 0.12% | −4−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 3,824 | $789.0K | 0.02% | +603+18.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,862 | $794.0K | 0.00% | +44+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 3,461 | $795.6K | 0.07% | −680−16.4% | Reduced |
| Madrona Financial Services, LLC | 3,889 | $798.9K | 0.22% | −16−0.4% | Reduced |
| MONECO Advisors, LLC | 3,897 | $800.5K | 0.08% | +305+8.5% | Added |
| WBI Investments | 3,898 | $800.8K | 0.20% | −74−1.9% | Reduced |
| Alberta Investment Management Corp | 3,900 | $801.1K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 3,900 | $801.1K | 0.39% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,905 | $802.2K | 0.20% | −242−5.8% | Reduced |
| USA Financial Portformulas Corp | 3,909 | $803.0K | 0.13% | +3,909 | New |
| Outlook Wealth Advisors, LLC | 3,910 | $803.2K | 0.23% | −20−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $803.4K | 0.14% | −86−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,921 | $805.5K | 0.02% | +1,877+91.8% | Added |
| HF Advisory Group, LLC | 3,932 | $807.7K | 0.37% | −486−11.0% | Reduced |
| Ontario Teachers Pension Plan Board | 3,978 | $817.2K | 0.01% | +3,978 | New |
| Ronald Blue Trust, Inc. | 3,979 | $817.4K | 0.01% | −1,511−27.5% | Reduced |
| Clarius Group, LLC | 3,990 | $819.6K | 0.06% | +45+1.1% | Added |
| RBF Capital, LLC | 4,000 | $821.7K | 0.04% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,006 | $822.9K | 0.09% | +100+2.6% | Added |
| Vista Capital Partners, Inc. | 4,019 | $825.6K | 0.10% | +14+0.3% | Added |
| Howard Capital Management Inc. | 4,025 | $826.8K | 0.01% | +260+6.9% | Added |
| Stableford Capital II LLC | 4,036 | $829.1K | 0.33% | +4,036 | New |
| Checchi Capital Advisers, LLC | 4,046 | $831.1K | 0.06% | +57+1.4% | Added |
| Oppenheimer & Co Inc | 4,070 | $836.1K | 0.01% | −1,131−21.7% | Reduced |
| Central Bank & Trust Co | 4,071 | $836.3K | 0.13% | −2,352−36.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,882 | $840.9K | 0.08% | +299+8.3% | Added |
| Parkside Financial Bank & Trust | 4,109 | $841.3K | 0.11% | +45+1.1% | Added |
| Sky Investment Group LLC | 4,108 | $843.9K | 0.15% | +1,818+79.4% | Added |
| KFG Wealth Management, LLC | 4,122 | $846.7K | 0.16% | −27−0.7% | Reduced |
| Dohj, LLC | 4,123 | $846.9K | 0.20% | −246−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,126 | $847.6K | 0.07% | +50+1.2% | Added |
| US Asset Management LLC | 4,150 | $852.0K | 0.76% | −28−0.7% | Reduced |
| Stevens Capital Management LP | 4,147 | $852.0K | 0.34% | +4,147 | New |
| WR Wealth Planners, LLC | 4,151 | $852.7K | 0.27% | +3,505+542.6% | Added |
| Gen-Wealth Partners Inc | 4,154 | $853.3K | 0.37% | +734+21.5% | Added |
| Principal Street Partners, LLC | 4,159 | $854.3K | 0.17% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,167 | $856.0K | 0.26% | −10.0% | Reduced |
| Citizens National Bank Trust Department | 4,200 | $862.8K | 0.18% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,208 | $864.4K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,211 | $865.0K | 0.07% | +24+0.6% | Added |
| HMV Wealth Advisors, LLC | 4,228 | $868.5K | 0.87% | +4,228 | New |
| Aurora Investment Counsel | 4,230 | $868.9K | 0.48% | −1,973−31.8% | Reduced |
| Proequities, Inc. | 4,162 | $871.7K | 0.05% | −563−11.9% | Reduced |
| Brighton Jones LLC | 4,245 | $871.9K | 0.03% | +2,033+91.9% | Added |
| ERn Financial, LLC | 4,247 | $872.4K | 0.13% | +5+0.1% | Added |
| Raiffeisen Bank International AG | 4,240 | $874.6K | 0.01% | +4,240 | New |
| LMR Partners LLP | 4,265 | $876.1K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,275 | $879.0K | 0.04% | −18−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $879.2K | 0.18% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,308 | $884.9K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,308 | $885.0K | 0.09% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,324 | $888.2K | 0.03% | +642+17.4% | Added |
| Prasad Wealth Partners, LLC | 4,337 | $890.9K | 0.29% | +4,337 | New |