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 |
|---|---|---|---|---|---|
| Rainier Family Wealth Inc | 3,350 | $688.2K | 0.83% | +3,350 | New |
| Freestone Grove Partners LP | 3,326 | $683.2K | 0.01% | +3,326 | New |
| LVZ Advisors, Inc. | 3,280 | $673.8K | 0.09% | −270−7.6% | Reduced |
| Adviser Investments LLC | 3,251 | $667.8K | 0.01% | +391+13.7% | Added |
| Chung Wu Investment Group, LLC | 3,250 | $667.6K | 0.67% | +3,250 | New |
| Matisse Capital | 3,248 | $667.2K | 0.34% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 3,244 | $666.4K | 0.22% | +27+0.8% | Added |
| Confluence Wealth Services, Inc. | 3,226 | $666.1K | 0.04% | +130+4.2% | Added |
| Optas, LLC | 3,242 | $666.0K | 0.14% | +26+0.8% | Added |
| First Manhattan Co | 3,235 | $664.5K | 0.00% | 00.0% | Unchanged |
| Marotta Asset Management | 3,211 | $661.4K | 0.14% | 00.0% | Unchanged |
| Baader Bank INC | 3,208 | $658.8K | 0.06% | −2,172−40.4% | Reduced |
| Paragon Capital Management Ltd | 3,200 | $657.3K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,190 | $655.3K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,186 | $654.4K | 0.02% | +256+8.7% | Added |
| Riverwater Partners LLC | 3,163 | $649.7K | 0.32% | −1,165−26.9% | Reduced |
| SkyOak Wealth, LLC | 3,163 | $649.7K | 0.14% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,158 | $648.7K | 0.37% | +56+1.8% | Added |
| Western Financial Corp | 3,154 | $647.9K | 0.36% | +3,154 | New |
| Talon Private Wealth, LLC | 3,148 | $646.7K | 0.14% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,145 | $646.0K | 0.07% | +295+10.4% | Added |
| Leavell Investment Management, Inc. | 3,133 | $643.6K | 0.03% | +550+21.3% | Added |
| Quantessence Capital LLC | 3,108 | $638.4K | 0.26% | +3,108 | New |
| Flagship Harbor Advisors, LLC | 3,099 | $636.5K | 0.03% | −170−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 3,098 | $636.4K | 0.05% | +3,098 | New |
| Riverbridge Partners LLC | 3,080 | $632.7K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,069 | $630.4K | 0.19% | −28−0.9% | Reduced |
| Atlantic Trust, LLC | 3,049 | $626.3K | 0.14% | −51−1.6% | Reduced |
| Santori & Peters | 3,040 | $624.5K | 0.24% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,035 | $623.5K | 0.01% | +1,533+102.1% | Added |
| Liontrust Investment Partners LLP | 3,026 | $621.6K | 0.01% | −11,083−78.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,005 | $617.3K | 0.05% | +1,607+114.9% | Added |
| Banco BTG Pactual S.A. | 2,992 | $616.3K | 0.14% | +2,992 | New |
| Catalyst Funds Management Pty Ltd | 3,000 | $616.3K | 0.15% | −3,300−52.4% | Reduced |
| Promethium Advisors,llc | 3,000 | $616.3K | 0.42% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,992 | $614.6K | 0.07% | +333+12.5% | Added |
| Vista Investment Management | 2,990 | $614.2K | 0.23% | −429−12.5% | Reduced |
| Epiq Partners, LLC | 2,978 | $611.7K | 0.33% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,950 | $606.1K | 0.02% | +264+9.8% | Added |
| Oak Harbor Wealth Partners, LLC | 2,949 | $605.8K | 0.18% | +41+1.4% | Added |
| Red Door Wealth Management, LLC | 2,940 | $603.9K | 0.09% | +16+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,928 | $601.5K | 0.01% | +235+8.7% | Added |
| Long Run Wealth Advisors, LLC | 2,926 | $601.1K | 0.14% | −17−0.6% | Reduced |
| Apeiron RIA LLC | 2,925 | $600.9K | 0.17% | −85−2.8% | Reduced |
| Forte Capital LLC | 2,917 | $599.2K | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,915 | $598.8K | 0.06% | −50−1.7% | Reduced |
| Moore Capital Management, LP | 2,902 | $596.1K | 0.01% | −27,370−90.4% | Reduced |
| Catalyst Financial Partners LLC | 2,898 | $595.3K | 0.11% | +71+2.5% | Added |
| Financial Counselors Inc | 2,896 | $594.9K | 0.01% | +113+4.1% | Added |
| Tiemann Investment Advisors, LLC | 2,895 | $594.7K | 0.26% | −385−11.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,887 | $593.0K | 0.04% | −143−4.7% | Reduced |
| Schmidt P J Investment Management Inc | 2,863 | $588.1K | 0.10% | −25−0.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,859 | $587.3K | 0.19% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,857 | $586.9K | 0.10% | +14+0.5% | Added |
| Flagship Wealth Advisors, LLC | 2,855 | $586.5K | 0.34% | +2,855 | New |
| Resonant Capital Advisors, LLC | 2,851 | $585.7K | 0.04% | −30−1.0% | Reduced |
| Buckingham Strategic Partners | 2,828 | $580.9K | 0.01% | −80−2.8% | Reduced |
| Summit Global Investments | 2,817 | $579.0K | 0.04% | +1,459+107.4% | Added |
| Wright Investors Service Inc | 2,813 | $577.8K | 0.19% | −251−8.2% | Reduced |
| Waterloo Capital, L.P. | 2,804 | $576.0K | 0.06% | −54−1.9% | Reduced |
| Wallace Advisory Group, LLC | 3,192 | $573.4K | 0.40% | −125−3.8% | Reduced |
| Secure Asset Management, LLC | 2,790 | $573.1K | 0.09% | −7,907−73.9% | Reduced |
| Wambolt & Associates, LLC | 2,777 | $570.5K | 0.18% | −52−1.8% | Reduced |
| PFG Investments, LLC | 2,772 | $569.4K | 0.04% | −35−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,762 | $567.4K | 0.01% | −80−2.8% | Reduced |
| Finward Bancorp | 2,758 | $566.5K | 0.49% | +2,758 | New |
| Essex Financial Services, Inc. | 2,757 | $566.4K | 0.04% | +262+10.5% | Added |
| Simmons Bank | 2,751 | $565.1K | 0.04% | +1,450+111.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,735 | $561.8K | 0.01% | +2,735 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,726 | $560.0K | 0.05% | −23−0.8% | Reduced |
| Leuthold Group, LLC | 2,723 | $559.4K | 0.07% | +2,723 | New |
| Sax Wealth Advisors, LLC | 2,722 | $559.3K | 0.04% | +16+0.6% | Added |
| Tributary Capital Management, LLC | 2,720 | $558.7K | 0.04% | −130−4.6% | Reduced |
| Worldquant Millennium Advisors LLC | 2,698 | $554.2K | 0.00% | +2,698 | New |
| Somerset Group LLC | 2,689 | $552.4K | 0.50% | −11−0.4% | Reduced |
| Silver Oak Securities, Inc | 2,648 | $546.1K | 0.05% | +1,469+124.6% | Added |
| Flow Traders U.S. LLC | 2,660 | $546.0K | 0.02% | +2,660 | New |
| CVA Family Office, LLC | 2,644 | $543.1K | 0.09% | +65+2.5% | Added |
| Foster & Motley Inc | 2,644 | $543.0K | 0.04% | −25−0.9% | Reduced |
| Salem Investment Counselors Inc | 2,643 | $542.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,134 | $539.0K | 0.09% | −7,912−46.4% | Reduced |
| Geller Advisors LLC | 2,610 | $536.1K | 0.04% | −72−2.7% | Reduced |
| WoodTrust Financial Corp | 2,607 | $536.0K | 0.08% | +786+43.2% | Added |
| Centiva Capital, LP | 2,597 | $533.5K | 0.02% | −5,313−67.2% | Reduced |
| Centaurus Financial, Inc. | 2,588 | $532.0K | 0.03% | +164+6.8% | Added |
| Castleview Partners, LLC | 2,579 | $531.2K | 0.29% | +13+0.5% | Added |
| Trueblood Wealth Management, LLC | 2,582 | $530.4K | 0.26% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,581 | $530.1K | 0.03% | −500−16.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,569 | $527.7K | 0.03% | +184+7.7% | Added |
| Trust Point Inc. | 2,564 | $526.7K | 0.04% | +254+11.0% | Added |
| Jackson Wealth Management, LLC | 2,557 | $525.0K | 0.06% | +2,557 | New |
| Andina Capital Management, LLC | 2,551 | $524.0K | 0.43% | +105+4.3% | Added |
| Carrera Capital Advisors | 2,550 | $523.8K | 0.12% | −9,580−79.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,546 | $523.0K | 0.06% | +38+1.5% | Added |
| Northwest Bancshares, Inc. | 2,541 | $522.0K | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,520 | $517.7K | 0.05% | +27+1.1% | Added |
| Weiss Asset Management LP | 2,505 | $514.6K | 0.01% | −41,003−94.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,486 | $510.6K | 0.08% | +63+2.6% | Added |
| International Assets Investment Management, LLC | 2,477 | $510.2K | 0.04% | +2,477 | New |
| Fukoku Mutual Life Insurance Co | 2,458 | $504.9K | 0.04% | +2,458 | New |