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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 4,391 | $902.0K | 0.49% | +4,391 | New |
| Moody Lynn & Lieberson, LLC | 4,385 | $900.8K | 0.06% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,383 | $900.4K | 0.50% | +4,383 | New |
| Drake & Associates, LLC | 3,896 | $896.4K | 0.26% | +1,320+51.2% | Added |
| Prasad Wealth Partners, LLC | 4,337 | $890.9K | 0.29% | +4,337 | New |
| Boston Financial Mangement LLC | 4,324 | $888.2K | 0.03% | +642+17.4% | Added |
| SlateStone Wealth, LLC | 4,308 | $885.0K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,308 | $884.9K | 0.04% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $879.2K | 0.18% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,275 | $879.0K | 0.04% | −18−0.4% | Reduced |
| LMR Partners LLP | 4,265 | $876.1K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 4,240 | $874.6K | 0.01% | +4,240 | New |
| ERn Financial, LLC | 4,247 | $872.4K | 0.13% | +5+0.1% | Added |
| Brighton Jones LLC | 4,245 | $871.9K | 0.03% | +2,033+91.9% | Added |
| Proequities, Inc. | 4,162 | $871.7K | 0.05% | −563−11.9% | Reduced |
| Aurora Investment Counsel | 4,230 | $868.9K | 0.48% | −1,973−31.8% | Reduced |
| HMV Wealth Advisors, LLC | 4,228 | $868.5K | 0.87% | +4,228 | New |
| Stonebridge Capital Advisors LLC | 4,211 | $865.0K | 0.07% | +24+0.6% | Added |
| Caldwell Trust Co | 4,208 | $864.4K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,200 | $862.8K | 0.18% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,167 | $856.0K | 0.26% | −10.0% | Reduced |
| Principal Street Partners, LLC | 4,159 | $854.3K | 0.17% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,154 | $853.3K | 0.37% | +734+21.5% | Added |
| WR Wealth Planners, LLC | 4,151 | $852.7K | 0.27% | +3,505+542.6% | 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 |
| Mount Yale Investment Advisors, LLC | 4,126 | $847.6K | 0.07% | +50+1.2% | Added |
| Dohj, LLC | 4,123 | $846.9K | 0.20% | −246−5.6% | Reduced |
| KFG Wealth Management, LLC | 4,122 | $846.7K | 0.16% | −27−0.7% | Reduced |
| Sky Investment Group LLC | 4,108 | $843.9K | 0.15% | +1,818+79.4% | Added |
| Parkside Financial Bank & Trust | 4,109 | $841.3K | 0.11% | +45+1.1% | Added |
| Fidelis Capital Partners, LLC | 3,882 | $840.9K | 0.08% | +299+8.3% | Added |
| Central Bank & Trust Co | 4,071 | $836.3K | 0.13% | −2,352−36.6% | Reduced |
| Oppenheimer & Co Inc | 4,070 | $836.1K | 0.01% | −1,131−21.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,046 | $831.1K | 0.06% | +57+1.4% | Added |
| Stableford Capital II LLC | 4,036 | $829.1K | 0.33% | +4,036 | New |
| Howard Capital Management Inc. | 4,025 | $826.8K | 0.01% | +260+6.9% | Added |
| Vista Capital Partners, Inc. | 4,019 | $825.6K | 0.10% | +14+0.3% | Added |
| Signal Advisors Wealth, LLC | 4,006 | $822.9K | 0.09% | +100+2.6% | Added |
| RBF Capital, LLC | 4,000 | $821.7K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,990 | $819.6K | 0.06% | +45+1.1% | Added |
| Ronald Blue Trust, Inc. | 3,979 | $817.4K | 0.01% | −1,511−27.5% | Reduced |
| Ontario Teachers Pension Plan Board | 3,978 | $817.2K | 0.01% | +3,978 | New |
| HF Advisory Group, LLC | 3,932 | $807.7K | 0.37% | −486−11.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,921 | $805.5K | 0.02% | +1,877+91.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $803.4K | 0.14% | −86−2.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,910 | $803.2K | 0.23% | −20−0.5% | Reduced |
| USA Financial Portformulas Corp | 3,909 | $803.0K | 0.13% | +3,909 | New |
| Aspire Private Capital, LLC | 3,905 | $802.2K | 0.20% | −242−5.8% | 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 |
| WBI Investments | 3,898 | $800.8K | 0.20% | −74−1.9% | Reduced |
| MONECO Advisors, LLC | 3,897 | $800.5K | 0.08% | +305+8.5% | Added |
| Madrona Financial Services, LLC | 3,889 | $798.9K | 0.22% | −16−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,461 | $795.6K | 0.07% | −680−16.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,862 | $794.0K | 0.00% | +44+1.2% | Added |
| Commerzbank Aktiengesellschaft | 3,824 | $789.0K | 0.02% | +603+18.7% | Added |
| Quadcap Wealth Management, LLC | 3,829 | $786.6K | 0.12% | −4−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,828 | $786.3K | 0.04% | −403−9.5% | Reduced |
| Alpha Family Trust | 3,805 | $781.6K | 0.44% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,804 | $781.4K | 0.14% | +3,804 | New |
| Legacy Wealth Management, LLC | 3,800 | $780.6K | 0.31% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,799 | $780.4K | 0.21% | −173−4.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,795 | $779.6K | 0.18% | +3,795 | New |
| BSW Wealth Partners | 3,737 | $767.7K | 0.11% | +354+10.5% | Added |
| Congress Wealth Management LLC | 3,706 | $761.4K | 0.01% | +235+6.8% | Added |
| Holderness Investments Co | 3,699 | $759.8K | 0.17% | −100−2.6% | Reduced |
| GeoWealth Management, LLC | 3,685 | $757.0K | 0.02% | +188+5.4% | Added |
| Impact Capital Partners LLC | 3,672 | $754.3K | 0.27% | +3,672 | New |
| KMG Fiduciary Partners, LLC | 3,653 | $750.5K | 0.06% | −427−10.5% | Reduced |
| Citadel Investment Advisory, Inc. | 3,640 | $748.0K | 0.39% | −100−2.7% | Reduced |
| Ironsides Asset Advisors, LLC | 3,635 | $746.7K | 0.21% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 3,599 | $739.3K | 0.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,566 | $735.5K | 0.02% | +384+12.1% | Added |
| LGT Group Foundation | 3,579 | $735.2K | 0.01% | −7,193−66.8% | Reduced |
| Perpetual Ltd | 3,576 | $734.6K | 0.01% | +1,474+70.1% | Added |
| Miramar Capital, LLC | 3,575 | $734.4K | 0.18% | 00.0% | Unchanged |
| Bank of Stockton | 3,558 | $730.9K | 0.22% | −323−8.3% | Reduced |
| Inceptionr LLC | 3,520 | $723.1K | 0.16% | +3,520 | New |
| Heritage Wealth Advisors | 3,519 | $722.9K | 0.04% | −45−1.3% | Reduced |
| Cornerstone Select Advisors, LLC | 3,514 | $721.8K | 0.70% | +3,514 | New |
| SMART Wealth LLC | 3,486 | $716.1K | 0.25% | +2,270+186.7% | Added |
| Twin City Private Wealth, LLC | 3,484 | $715.7K | 0.63% | +85+2.5% | Added |
| 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 |
| Edmond de Rothschild Holding S.A. | 3,468 | $712.4K | 0.01% | −125,305−97.3% | Reduced |
| Retireful, LLC | 3,467 | $712.2K | 0.40% | +3,467 | New |
| MMBG Investment Advisors Co. | 3,450 | $708.7K | 0.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,446 | $707.9K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,433 | $705.2K | 0.50% | −70−2.0% | Reduced |
| Opal Wealth Advisors, LLC | 3,425 | $703.6K | 0.21% | −382−10.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,420 | $702.5K | 0.34% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,416 | $701.7K | 0.07% | +909+36.3% | Added |
| Michels Family Financial, LLC | 3,410 | $700.5K | 0.64% | +3,410 | New |
| May Hill Capital, LLC | 3,409 | $700.3K | 0.27% | +3,409 | New |
| Sargent Investment Group, LLC | 3,468 | $698.9K | 0.11% | −932−21.2% | Reduced |
| Angeles Wealth Management, LLC | 3,394 | $697.2K | 0.06% | +835+32.6% | Added |
| Cookson Peirce & Co Inc | 3,373 | $692.9K | 0.03% | +67+2.0% | Added |
| Clarendon Private LLC | 3,370 | $692.3K | 0.72% | +3,370 | New |
| PDS Planning, Inc | 3,363 | $690.8K | 0.06% | −34−1.0% | Reduced |