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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 6,062 | $1.25M | 0.05% | −3,185−34.4% | Reduced |
| Williamson Legacy Group, LLC | 6,020 | $1.24M | 0.82% | +160+2.7% | Added |
| Perkins Coie Trust Co | 5,990 | $1.23M | 0.27% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 5,976 | $1.23M | 0.80% | +19+0.3% | Added |
| Highland Capital Management, LLC | 5,936 | $1.22M | 0.07% | +5,936 | New |
| Cigna Investments Inc | 5,866 | $1.21M | 0.21% | −92−1.5% | Reduced |
| Modera Wealth Management, LLC | 5,843 | $1.20M | 0.01% | +463+8.6% | Added |
| Mutual Advisors, LLC | 5,802 | $1.20M | 0.03% | +295+5.4% | Added |
| Boston Common Asset Management, LLC | 5,804 | $1.19M | 0.03% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,767 | $1.18M | 0.33% | −69−1.2% | Reduced |
| Shepherd Financial Partners LLC | 5,749 | $1.18M | 0.14% | +127+2.3% | Added |
| Certified Advisory Corp | 5,717 | $1.17M | 0.13% | −521−8.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,713 | $1.17M | 0.09% | +3,179+125.5% | Added |
| Magnolia Capital Advisors LLC | 5,594 | $1.15M | 0.30% | +1,014+22.1% | Added |
| Evergreen Capital Management LLC | 5,593 | $1.15M | 0.04% | +3+0.1% | Added |
| CSS LLC | 5,560 | $1.14M | 0.07% | −140−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,543 | $1.14M | 0.04% | −288−4.9% | Reduced |
| Westpac Banking Corp | 5,533 | $1.14M | 0.08% | +38+0.7% | Added |
| Summit Financial, LLC | 5,520 | $1.13M | 0.04% | +1,295+30.7% | Added |
| Schechter Investment Advisors, LLC | 5,498 | $1.13M | 0.09% | −378−6.4% | Reduced |
| Rehmann Capital Advisory Group | 5,495 | $1.13M | 0.07% | +91+1.7% | Added |
| Synergy Financial Management, LLC | 6,250 | $1.12M | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,455 | $1.12M | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,455 | $1.12M | 0.15% | −40−0.7% | Reduced |
| Conning Inc. | 5,450 | $1.12M | 0.04% | +987+22.1% | Added |
| Palouse Capital Management, Inc. | 5,442 | $1.12M | 0.74% | −4,148−43.3% | Reduced |
| United Community Bank | 5,429 | $1.12M | 0.43% | −15−0.3% | Reduced |
| First Citizens Bank & Trust Co | 5,424 | $1.11M | 0.02% | +96+1.8% | Added |
| NVWM, LLC | 5,411 | $1.11M | 0.28% | +5,399+44,991.7% | Added |
| Truvestments Capital LLC | 5,403 | $1.11M | 0.29% | +913+20.3% | Added |
| LVM Capital Management Ltd | 5,400 | $1.11M | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,346 | $1.10M | 0.06% | +452+9.2% | Added |
| DRW Securities, LLC | 5,344 | $1.10M | 0.07% | +228+4.5% | Added |
| Forbes J M & Co LLP | 5,321 | $1.09M | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 5,312 | $1.09M | 0.01% | +125+2.4% | Added |
| 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 |
| Delta Financial Group, Inc. | 5,293 | $1.09M | 0.25% | +5,293 | New |
| Atlas Capital Advisors LLC | 5,278 | $1.08M | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,272 | $1.08M | 0.02% | +118+2.3% | Added |
| Stratos Wealth Partners, LTD. | 5,257 | $1.08M | 0.02% | −637−10.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,250 | $1.08M | 0.01% | −100−1.9% | Reduced |
| Aspire Growth Partners LLC | 5,197 | $1.07M | 1.04% | +5,197 | New |
| Townsend Asset Management Corp | 5,193 | $1.07M | 0.39% | −102−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,192 | $1.07M | 0.05% | +325+6.7% | Added |
| Cape Investment Advisory, Inc. | 5,173 | $1.06M | 0.42% | −9−0.2% | Reduced |
| Fig Financial Advisory Services Inc | 5,135 | $1.05M | 0.72% | +5,135 | New |
| Napa Wealth Management | 5,129 | $1.05M | 0.46% | +5,129 | New |
| Ritholtz Wealth Management | 5,106 | $1.05M | 0.03% | +994+24.2% | Added |
| Integrated Advisors Network LLC | 5,090 | $1.05M | 0.05% | −427−7.7% | Reduced |
| BFSG, LLC | 5,089 | $1.05M | 0.12% | +4,750+1,401.2% | Added |
| Syon Capital LLC | 5,079 | $1.04M | 0.09% | −409−7.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,070 | $1.04M | 0.61% | +103+2.1% | Added |
| 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 |
| Beacon Financial Group | 5,051 | $1.04M | 0.11% | −208−4.0% | Reduced |
| CWA Asset Management Group, LLC | 4,989 | $1.02M | 0.05% | +2,187+78.1% | Added |
| Waldron Private Wealth LLC | 4,945 | $1.02M | 0.04% | +110+2.3% | Added |
| GM Advisory Group, Inc. | 4,944 | $1.02M | 0.06% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,934 | $1.01M | 0.40% | +74+1.5% | Added |
| Allred Capital Management, LLC | 4,921 | $1.01M | 0.39% | +199+4.2% | Added |
| Capital Investment Advisors, LLC | 4,906 | $1.01M | 0.02% | +229+4.9% | Added |
| Neumann Capital Management, LLC | 4,890 | $1.00M | 0.33% | +150+3.2% | Added |
| Nicolet Bankshares Inc | 4,869 | $1.00M | 0.24% | −474−8.9% | Reduced |
| Leonteq Securities AG | 4,854 | $997.1K | 0.10% | +201+4.3% | Added |
| Meridian Wealth Management, LLC | 4,851 | $996.5K | 0.05% | −187−3.7% | Reduced |
| Hilltop Holdings Inc. | 4,846 | $995.5K | 0.06% | +33+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 4,815 | $989.0K | 0.34% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,805 | $987.0K | 0.13% | +93+2.0% | Added |
| Baker Avenue Asset Management, LP | 4,795 | $984.9K | 0.03% | +1,134+31.0% | Added |
| Optimum Investment Advisors | 4,790 | $984.0K | 0.43% | +75+1.6% | Added |
| Principle Wealth Partners LLC | 4,763 | $978.4K | 0.07% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,721 | $969.9K | 0.33% | −3,346−41.5% | Reduced |
| 1st Source Bank | 4,700 | $965.5K | 0.06% | −60−1.3% | Reduced |
| Everhart Financial Group, Inc. | 4,686 | $962.6K | 0.20% | +131+2.9% | Added |
| Ariel Investments, LLC | 4,681 | $961.6K | 0.01% | +140+3.1% | Added |
| Drucker Wealth 3.0, LLC | 4,668 | $958.8K | 0.22% | −135−2.8% | Reduced |
| Renasant Bank | 4,664 | $958.1K | 0.62% | +716+18.1% | Added |
| Chesapeake Wealth Management | 4,664 | $958.1K | 0.33% | −119−2.5% | Reduced |
| Hengehold Capital Management LLC | 4,656 | $956.4K | 0.09% | +1,049+29.1% | Added |
| Regal Investment Advisors LLC | 4,653 | $955.8K | 0.07% | −703−13.1% | Reduced |
| Advisors Capital Management, LLC | 4,616 | $948.3K | 0.01% | +126+2.8% | Added |
| IFC Advisors LLC | 4,615 | $948.0K | 0.21% | +4,615 | New |
| Ellis Investment Partners, LLC | 4,611 | $947.1K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,609 | $946.8K | 0.01% | −1,058−18.7% | Reduced |
| Board of the Pension Protection Fund | 4,600 | $944.9K | 1.09% | +4,600 | New |
| Ellevest, Inc. | 4,594 | $943.7K | 0.05% | +84+1.9% | Added |
| GTS Securities LLC | 4,591 | $943.1K | 0.05% | −30,791−87.0% | Reduced |
| Roberts Glore & Co Inc | 4,583 | $941.4K | 0.28% | −35−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 4,578 | $940.4K | 0.02% | −82−1.8% | Reduced |
| Crumly & Associates Inc. | 4,553 | $935.3K | 0.25% | −116−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,542 | $933.0K | 0.03% | −3−0.1% | Reduced |
| Sigma Planning Corp | 4,533 | $931.1K | 0.03% | −839−15.6% | Reduced |
| Avestar Capital, LLC | 4,505 | $925.4K | 0.08% | +494+12.3% | Added |
| Copperleaf Capital, LLC | 4,496 | $923.6K | 0.59% | +616+15.9% | Added |
| Aster Capital Management (DIFC) Ltd | 4,477 | $919.7K | 0.35% | −4,321−49.1% | Reduced |
| CFO4Life Group, LLC | 4,447 | $913.5K | 0.16% | −98−2.2% | Reduced |
| TD Private Client Wealth LLC | 4,440 | $912.1K | 0.03% | +1,160+35.4% | Added |
| Intellectus Partners, LLC | 4,425 | $909.0K | 0.20% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,414 | $906.7K | 0.27% | −93−2.1% | Reduced |
| Sheets Smith Wealth Management | 4,401 | $904.1K | 0.11% | 00.0% | Unchanged |