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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 8,165 | $1.68M | 0.85% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,159 | $1.68M | 0.47% | −238−2.8% | Reduced |
| Jump Financial, LLC | 8,148 | $1.67M | 0.04% | +4,375+116.0% | Added |
| Flputnam Investment Management Co | 8,139 | $1.67M | 0.03% | −1,874−18.7% | Reduced |
| JGP Wealth Management, LLC | 8,106 | $1.67M | 0.22% | +22+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.66M | 0.02% | −40.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,057 | $1.66M | 0.05% | +375+4.9% | Added |
| Convergence Financial, LLC | 8,056 | $1.65M | 0.33% | +133+1.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,022 | $1.65M | 0.05% | +1,965+32.4% | Added |
| Ballentine Partners, LLC | 7,990 | $1.64M | 0.03% | +76+1.0% | Added |
| Grimes & Company, Inc. | 7,945 | $1.63M | 0.05% | −17−0.2% | Reduced |
| Bowman & Co S.C. | 7,935 | $1.63M | 0.84% | +366+4.8% | Added |
| Horizon Investments, LLC | 7,906 | $1.62M | 0.05% | +77+1.0% | Added |
| SRS Capital Advisors, Inc. | 7,773 | $1.60M | 0.10% | −497−6.0% | Reduced |
| Intelligence Driven Advisers, LLC | 7,773 | $1.60M | 0.30% | −20−0.3% | Reduced |
| Prospera Financial Services Inc | 7,772 | $1.60M | 0.04% | +6,134+374.5% | Added |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $1.59M | 0.68% | 00.0% | Unchanged |
| First Nebraska Trust Co | 7,735 | $1.59M | 0.15% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,676 | $1.58M | 0.21% | −6,217−44.7% | Reduced |
| Maia Wealth LLC | 7,392 | $1.58M | 0.34% | +735+11.0% | Added |
| Kestra Private Wealth Services, LLC | 7,661 | $1.57M | 0.03% | +1,288+20.2% | Added |
| NBT Bank N A | 7,649 | $1.57M | 0.11% | +1,143+17.6% | Added |
| IFP Advisors, Inc | 7,642 | $1.57M | 0.05% | +224+3.0% | Added |
| True North Advisors, LLC | 7,634 | $1.57M | 0.37% | +75+1.0% | Added |
| Boston Private Wealth LLC | 7,579 | $1.56M | 0.03% | +7,579 | New |
| Farther Finance Advisors, LLC | 7,569 | $1.55M | 0.06% | −213−2.7% | Reduced |
| Park Place Capital Corp | 7,559 | $1.55M | 0.43% | +551+7.9% | Added |
| Haverford Trust Co | 7,556 | $1.55M | 0.02% | −282−3.6% | Reduced |
| Radnor Capital Management, LLC | 7,524 | $1.55M | 0.26% | −1,064−12.4% | Reduced |
| Warren Averett Asset Management, LLC | 7,500 | $1.54M | 0.02% | +5,738+325.7% | Added |
| 17 Capital Partners, LLC | 7,443 | $1.53M | 0.97% | +80+1.1% | Added |
| Empower Advisory Group, LLC | 7,409 | $1.52M | 0.01% | +522+7.6% | Added |
| Mill Creek Capital Advisors, LLC | 7,408 | $1.52M | 0.04% | −4,506−37.8% | Reduced |
| Delphi Management Inc | 7,389 | $1.52M | 1.47% | −1,378−15.7% | Reduced |
| Gould Capital, LLC | 7,388 | $1.52M | 1.06% | −207−2.7% | Reduced |
| RIA Advisory Group LLC | 7,348 | $1.51M | 0.51% | +177+2.5% | Added |
| Trust Asset Management LLC | 7,339 | $1.51M | 0.12% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7,332 | $1.51M | 0.42% | 00.0% | Unchanged |
| Allworth Financial LP | 7,176 | $1.50M | 0.01% | +2,368+49.3% | Added |
| Spinnaker Trust | 7,296 | $1.50M | 0.09% | −75−1.0% | Reduced |
| Mystic Asset Management, Inc. | 7,235 | $1.49M | 0.40% | +2,380+49.0% | Added |
| Wesbanco Bank Inc | 7,224 | $1.48M | 0.05% | −143−1.9% | Reduced |
| Legend Financial Advisors, Inc. | 7,208 | $1.48M | 1.04% | −318−4.2% | Reduced |
| Semmax Financial Advisors Inc. | 6,429 | $1.48M | 0.39% | −977−13.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,142 | $1.47M | 0.39% | +7,142 | New |
| Purkiss Capital Advisors LLC | 7,115 | $1.46M | 1.26% | +7,115 | New |
| Burling Wealth Partners, LLC | 7,100 | $1.46M | 0.30% | +7,100 | New |
| Court Place Advisors, LLC | 7,098 | $1.46M | 0.47% | −150−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,085 | $1.46M | 0.08% | +596+9.2% | Added |
| BankPlus Trust Department | 7,072 | $1.45M | 0.48% | +7,072 | New |
| Lederer & Associates Investment Counsel | 7,032 | $1.45M | 1.01% | −1,188−14.5% | Reduced |
| AlTi Global, Inc. | 6,927 | $1.44M | 0.03% | −385−5.3% | Reduced |
| Anchor Capital Advisors LLC | 7,007 | $1.44M | 0.04% | −708−9.2% | Reduced |
| Settian Capital LP | 7,000 | $1.44M | 1.04% | +7,000 | New |
| Sheets Smith Investment Management | 6,970 | $1.43M | 1.21% | +6,970 | New |
| Legacy Trust | 6,951 | $1.43M | 0.33% | −55−0.8% | Reduced |
| Smith, Moore & Co. | 6,937 | $1.42M | 0.13% | +155+2.3% | Added |
| Dean Investment Associates, LLC | 6,851 | $1.41M | 0.20% | −429−5.9% | Reduced |
| Trust Co of Vermont | 6,839 | $1.40M | 0.07% | +4,310+170.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,835 | $1.40M | 0.04% | −10.0% | Reduced |
| Dogwood Wealth Management LLC | 6,827 | $1.40M | 0.74% | +4,007+142.1% | Added |
| HBK Sorce Advisory LLC | 6,817 | $1.40M | 0.04% | +26+0.4% | Added |
| Peoples Bank | 6,770 | $1.39M | 0.82% | −380−5.3% | Reduced |
| Koshinski Asset Management, Inc. | 6,765 | $1.39M | 0.12% | +31+0.5% | Added |
| Voya Financial Advisors, Inc. | 6,733 | $1.39M | 0.15% | +213+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 6,755 | $1.39M | 0.02% | +295+4.6% | Added |
| Ridgepath Capital Management LLC | 6,748 | $1.39M | 0.64% | 00.0% | Unchanged |
| David Loasby | 6,900 | $1.38M | 0.13% | −39−0.6% | Reduced |
| Boston Family Office LLC | 6,672 | $1.37M | 0.09% | 00.0% | Unchanged |
| Meritage Portfolio Management | 6,650 | $1.37M | 0.08% | −843−11.3% | Reduced |
| Quadrant Capital Group LLC | 6,645 | $1.37M | 0.09% | −30.0% | Reduced |
| Transcend Wealth Collective, LLC | 6,642 | $1.36M | 0.10% | −327−4.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 6,641 | $1.36M | 0.60% | −1,383−17.2% | Reduced |
| Eqis Capital Management, Inc. | 6,559 | $1.35M | 0.11% | +757+13.0% | Added |
| Boston Partners | 6,471 | $1.33M | 0.00% | −3,850−37.3% | Reduced |
| Washington Trust Co | 6,466 | $1.33M | 0.05% | −77−1.2% | Reduced |
| Arcataur Capital Management LLC | 6,448 | $1.32M | 0.45% | +85+1.3% | Added |
| Pacific Point Advisors, LLC | 6,182 | $1.32M | 0.80% | +6,182 | New |
| VeraBank, N.A. | 6,445 | $1.32M | 0.37% | −60−0.9% | Reduced |
| AE Wealth Management LLC | 6,429 | $1.32M | 0.01% | −4,551−41.4% | Reduced |
| Wedmont Private Capital | 6,583 | $1.32M | 0.07% | +363+5.8% | Added |
| CoreFirst Bank & Trust | 6,400 | $1.31M | 0.78% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,374 | $1.31M | 0.21% | +1,099+20.8% | Added |
| Fortem Financial Group, LLC | 6,364 | $1.31M | 0.51% | +374+6.2% | Added |
| Boston Trust Walden Corp | 6,338 | $1.30M | 0.01% | +30+0.5% | Added |
| Financial Advocates Investment Management | 6,330 | $1.30M | 0.07% | −45−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 6,327 | $1.30M | 0.06% | −167−2.6% | Reduced |
| NorthRock Partners, LLC | 6,287 | $1.29M | 0.04% | −407−6.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,266 | $1.29M | 0.16% | 00.0% | Unchanged |
| Eukles Asset Management | 6,248 | $1.28M | 0.55% | +10.0% | Added |
| Kingsview Wealth Management, LLC | 6,244 | $1.28M | 0.02% | +209+3.5% | Added |
| Tectonic Advisors LLC | 6,229 | $1.28M | 0.08% | −281−4.3% | Reduced |
| Brown Capital Management LLC | 6,205 | $1.27M | 0.03% | −784−11.2% | Reduced |
| Wolverine Trading, LLC | 6,160 | $1.27M | 0.03% | −6,030−49.5% | Reduced |
| Parallel Advisors, LLC | 6,129 | $1.26M | 0.03% | +310+5.3% | Added |
| SG Americas Securities, LLC | 6,129 | $1.26M | 0.01% | −80,262−92.9% | Reduced |
| Machina Capital S.A.S. | 6,113 | $1.26M | 0.53% | +6,113 | New |
| Stonebrook Private Inc. | 6,091 | $1.25M | 0.33% | +23+0.4% | Added |
| Edgestream Partners, L.P. | 6,087 | $1.25M | 0.05% | +3,045+100.1% | Added |
| Chicago Trust Co NA | 6,075 | $1.25M | 0.22% | −1,844−23.3% | Reduced |