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 |
|---|---|---|---|---|---|
| Drake & Associates, LLC | 3,896 | $896.4K | 0.26% | +1,320+51.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,383 | $900.4K | 0.50% | +4,383 | New |
| Moody Lynn & Lieberson, LLC | 4,385 | $900.8K | 0.06% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4,391 | $902.0K | 0.49% | +4,391 | New |
| Sheets Smith Wealth Management | 4,401 | $904.1K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,414 | $906.7K | 0.27% | −93−2.1% | Reduced |
| Intellectus Partners, LLC | 4,425 | $909.0K | 0.20% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,440 | $912.1K | 0.03% | +1,160+35.4% | Added |
| CFO4Life Group, LLC | 4,447 | $913.5K | 0.16% | −98−2.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,477 | $919.7K | 0.35% | −4,321−49.1% | Reduced |
| Copperleaf Capital, LLC | 4,496 | $923.6K | 0.59% | +616+15.9% | Added |
| Avestar Capital, LLC | 4,505 | $925.4K | 0.08% | +494+12.3% | Added |
| Sigma Planning Corp | 4,533 | $931.1K | 0.03% | −839−15.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,542 | $933.0K | 0.03% | −3−0.1% | Reduced |
| Crumly & Associates Inc. | 4,553 | $935.3K | 0.25% | −116−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,578 | $940.4K | 0.02% | −82−1.8% | Reduced |
| Roberts Glore & Co Inc | 4,583 | $941.4K | 0.28% | −35−0.8% | Reduced |
| GTS Securities LLC | 4,591 | $943.1K | 0.05% | −30,791−87.0% | Reduced |
| Ellevest, Inc. | 4,594 | $943.7K | 0.05% | +84+1.9% | Added |
| Board of the Pension Protection Fund | 4,600 | $944.9K | 1.09% | +4,600 | New |
| Beacon Pointe Advisors, LLC | 4,609 | $946.8K | 0.01% | −1,058−18.7% | Reduced |
| Ellis Investment Partners, LLC | 4,611 | $947.1K | 0.19% | 00.0% | Unchanged |
| IFC Advisors LLC | 4,615 | $948.0K | 0.21% | +4,615 | New |
| Advisors Capital Management, LLC | 4,616 | $948.3K | 0.01% | +126+2.8% | Added |
| Regal Investment Advisors LLC | 4,653 | $955.8K | 0.07% | −703−13.1% | Reduced |
| Hengehold Capital Management LLC | 4,656 | $956.4K | 0.09% | +1,049+29.1% | Added |
| Chesapeake Wealth Management | 4,664 | $958.1K | 0.33% | −119−2.5% | Reduced |
| Renasant Bank | 4,664 | $958.1K | 0.62% | +716+18.1% | Added |
| Drucker Wealth 3.0, LLC | 4,668 | $958.8K | 0.22% | −135−2.8% | Reduced |
| Ariel Investments, LLC | 4,681 | $961.6K | 0.01% | +140+3.1% | Added |
| Everhart Financial Group, Inc. | 4,686 | $962.6K | 0.20% | +131+2.9% | Added |
| 1st Source Bank | 4,700 | $965.5K | 0.06% | −60−1.3% | Reduced |
| Darwin Advisors, LLC | 4,721 | $969.9K | 0.33% | −3,346−41.5% | Reduced |
| Principle Wealth Partners LLC | 4,763 | $978.4K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,790 | $984.0K | 0.43% | +75+1.6% | Added |
| Baker Avenue Asset Management, LP | 4,795 | $984.9K | 0.03% | +1,134+31.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,805 | $987.0K | 0.13% | +93+2.0% | Added |
| Westbourne Investment Advisors, Inc. | 4,815 | $989.0K | 0.34% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,846 | $995.5K | 0.06% | +33+0.7% | Added |
| Meridian Wealth Management, LLC | 4,851 | $996.5K | 0.05% | −187−3.7% | Reduced |
| Leonteq Securities AG | 4,854 | $997.1K | 0.10% | +201+4.3% | Added |
| Nicolet Bankshares Inc | 4,869 | $1.00M | 0.24% | −474−8.9% | Reduced |
| Neumann Capital Management, LLC | 4,890 | $1.00M | 0.33% | +150+3.2% | Added |
| Capital Investment Advisors, LLC | 4,906 | $1.01M | 0.02% | +229+4.9% | Added |
| Allred Capital Management, LLC | 4,921 | $1.01M | 0.39% | +199+4.2% | Added |
| Sandy Cove Advisors, LLC | 4,934 | $1.01M | 0.40% | +74+1.5% | Added |
| GM Advisory Group, Inc. | 4,944 | $1.02M | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,945 | $1.02M | 0.04% | +110+2.3% | Added |
| CWA Asset Management Group, LLC | 4,989 | $1.02M | 0.05% | +2,187+78.1% | Added |
| Beacon Financial Group | 5,051 | $1.04M | 0.11% | −208−4.0% | Reduced |
| ICONIQ Capital, LLC | 5,064 | $1.04M | 0.02% | +3,425+209.0% | Added |
| Crux Wealth Advisors | 5,064 | $1.04M | 0.58% | +5,064 | New |
| Trivant Custom Portfolio Group, LLC | 5,070 | $1.04M | 0.61% | +103+2.1% | Added |
| Syon Capital LLC | 5,079 | $1.04M | 0.09% | −409−7.5% | Reduced |
| BFSG, LLC | 5,089 | $1.05M | 0.12% | +4,750+1,401.2% | Added |
| Integrated Advisors Network LLC | 5,090 | $1.05M | 0.05% | −427−7.7% | Reduced |
| Ritholtz Wealth Management | 5,106 | $1.05M | 0.03% | +994+24.2% | Added |
| Napa Wealth Management | 5,129 | $1.05M | 0.46% | +5,129 | New |
| Fig Financial Advisory Services Inc | 5,135 | $1.05M | 0.72% | +5,135 | New |
| Cape Investment Advisory, Inc. | 5,173 | $1.06M | 0.42% | −9−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,192 | $1.07M | 0.05% | +325+6.7% | Added |
| Townsend Asset Management Corp | 5,193 | $1.07M | 0.39% | −102−1.9% | Reduced |
| Aspire Growth Partners LLC | 5,197 | $1.07M | 1.04% | +5,197 | New |
| Gamco Investors, Inc. Et Al | 5,250 | $1.08M | 0.01% | −100−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,257 | $1.08M | 0.02% | −637−10.8% | Reduced |
| Forum Financial Management, LP | 5,272 | $1.08M | 0.02% | +118+2.3% | Added |
| Atlas Capital Advisors LLC | 5,278 | $1.08M | 0.14% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 5,293 | $1.09M | 0.25% | +5,293 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,300 | $1.09M | 0.04% | +5,300 | New |
| Whittier Trust Co | 5,312 | $1.09M | 0.01% | +125+2.4% | Added |
| Forbes J M & Co LLP | 5,321 | $1.09M | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,344 | $1.10M | 0.07% | +228+4.5% | Added |
| Atomi Financial Group, Inc. | 5,346 | $1.10M | 0.06% | +452+9.2% | Added |
| LVM Capital Management Ltd | 5,400 | $1.11M | 0.12% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,403 | $1.11M | 0.29% | +913+20.3% | Added |
| NVWM, LLC | 5,411 | $1.11M | 0.28% | +5,399+44,991.7% | Added |
| First Citizens Bank & Trust Co | 5,424 | $1.11M | 0.02% | +96+1.8% | Added |
| United Community Bank | 5,429 | $1.12M | 0.43% | −15−0.3% | Reduced |
| Palouse Capital Management, Inc. | 5,442 | $1.12M | 0.74% | −4,148−43.3% | Reduced |
| Conning Inc. | 5,450 | $1.12M | 0.04% | +987+22.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,455 | $1.12M | 0.15% | −40−0.7% | Reduced |
| Parsons Capital Management Inc | 5,455 | $1.12M | 0.06% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 6,250 | $1.12M | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,495 | $1.13M | 0.07% | +91+1.7% | Added |
| Schechter Investment Advisors, LLC | 5,498 | $1.13M | 0.09% | −378−6.4% | Reduced |
| Summit Financial, LLC | 5,520 | $1.13M | 0.04% | +1,295+30.7% | Added |
| Westpac Banking Corp | 5,533 | $1.14M | 0.08% | +38+0.7% | Added |
| Ameritas Investment Partners, Inc. | 5,543 | $1.14M | 0.04% | −288−4.9% | Reduced |
| CSS LLC | 5,560 | $1.14M | 0.07% | −140−2.5% | Reduced |
| Evergreen Capital Management LLC | 5,593 | $1.15M | 0.04% | +3+0.1% | Added |
| Magnolia Capital Advisors LLC | 5,594 | $1.15M | 0.30% | +1,014+22.1% | Added |
| Kingswood Wealth Advisors, LLC | 5,713 | $1.17M | 0.09% | +3,179+125.5% | Added |
| Certified Advisory Corp | 5,717 | $1.17M | 0.13% | −521−8.4% | Reduced |
| Shepherd Financial Partners LLC | 5,749 | $1.18M | 0.14% | +127+2.3% | Added |
| Copperwynd Financial, LLC | 5,767 | $1.18M | 0.33% | −69−1.2% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $1.19M | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,802 | $1.20M | 0.03% | +295+5.4% | Added |
| Modera Wealth Management, LLC | 5,843 | $1.20M | 0.01% | +463+8.6% | Added |
| Cigna Investments Inc | 5,866 | $1.21M | 0.21% | −92−1.5% | Reduced |
| Highland Capital Management, LLC | 5,936 | $1.22M | 0.07% | +5,936 | New |