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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 2,440 | $501.0K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,435 | $500.2K | 0.03% | +65+2.7% | Added |
| One Wealth Advisors, LLC | 2,431 | $499.4K | 0.07% | −305−11.1% | Reduced |
| Marcum Wealth, LLC | 2,413 | $495.7K | 0.04% | +563+30.4% | Added |
| CM Wealth Advisors LLC | 2,410 | $495.1K | 0.16% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,400 | $493.0K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $493.0K | 0.18% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,387 | $490.4K | 0.14% | −40−1.6% | Reduced |
| Venture Visionary Partners LLC | 2,384 | $489.7K | 0.02% | +50+2.1% | Added |
| M3 Advisory Group, LLC | 2,383 | $489.4K | 0.35% | −14−0.6% | Reduced |
| Sage Mountain Advisors LLC | 2,382 | $489.4K | 0.04% | +63+2.7% | Added |
| Ci Investments Inc. | 2,382 | $489.0K | 0.00% | −28−1.2% | Reduced |
| Cornerstone Wealth Group, LLC | 2,378 | $488.5K | 0.04% | +75+3.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $488.1K | 0.26% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,368 | $486.4K | 0.11% | −127−5.1% | Reduced |
| IHT Wealth Management, LLC | 2,363 | $485.4K | 0.02% | −693−22.7% | Reduced |
| Proficio Capital Partners LLC | 2,361 | $485.0K | 0.04% | +775+48.9% | Added |
| First Bank & Trust | 2,350 | $482.7K | 0.09% | +482+25.8% | Added |
| Arkadios Wealth Advisors | 2,344 | $481.5K | 0.03% | −173−6.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,344 | $481.5K | 0.11% | +10.0% | Added |
| Belpointe Asset Management LLC | 2,757 | $481.4K | 0.03% | +29+1.1% | Added |
| D.B. Root & Company, LLC | 2,317 | $476.0K | 0.15% | −394−14.5% | Reduced |
| Schnieders Capital Management LLC | 2,299 | $472.3K | 0.09% | −25−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 2,299 | $472.3K | 0.10% | +116+5.3% | Added |
| Center for Financial Planning, Inc. | 2,297 | $471.9K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp | 2,297 | $471.9K | 0.42% | +2,297 | New |
| Ipswich Investment Management Co., Inc. | 2,295 | $471.4K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $470.8K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,282 | $469.0K | 0.22% | −372−14.0% | Reduced |
| State of Wyoming | 2,269 | $466.1K | 0.06% | +1,678+283.9% | Added |
| KCM Investment Advisors LLC | 2,258 | $463.8K | 0.02% | +831+58.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,255 | $463.2K | 0.16% | −30−1.3% | Reduced |
| Arrow Financial Corp | 2,250 | $462.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,243 | $460.8K | 0.05% | −466−17.2% | Reduced |
| WealthBridge Capital Management, LLC | 2,229 | $457.9K | 0.13% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,219 | $455.8K | 0.17% | −13−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,210 | $454.0K | 0.03% | +2,210 | New |
| Independence Bank of Kentucky | 2,206 | $453.2K | 0.07% | −105−4.5% | Reduced |
| Berry Wealth Group, LP | 2,204 | $452.7K | 0.33% | +110+5.3% | Added |
| Cypress Capital Group | 2,201 | $452.1K | 0.06% | −18−0.8% | Reduced |
| L2 Asset Management, LLC | 2,191 | $450.1K | 0.10% | −131−5.6% | Reduced |
| Dechtman Wealth Management, LLC | 2,188 | $449.5K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,184 | $448.6K | 0.06% | −24−1.1% | Reduced |
| Aveo Capital Partners, LLC | 2,181 | $448.0K | 0.05% | −4−0.2% | Reduced |
| Teza Capital Management LLC | 2,177 | $447.2K | 0.07% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,173 | $446.4K | 0.11% | −367−14.4% | Reduced |
| Western Pacific Wealth Management, LP | 2,172 | $446.2K | 0.36% | +710+48.6% | Added |
| Permanent Capital Management, LP | 2,168 | $445.4K | 0.14% | +2,168 | New |
| West Family Investments, Inc. | 2,161 | $443.9K | 0.15% | −30−1.4% | Reduced |
| Catalina Capital Group, LLC | 2,160 | $443.7K | 0.15% | +48+2.3% | Added |
| Scientech Research LLC | 2,159 | $443.5K | 0.13% | +2,159 | New |
| Peterson Wealth Services | 2,158 | $443.3K | 0.13% | −353−14.1% | Reduced |
| Natixis | 2,152 | $442.1K | 0.00% | −61,745−96.6% | Reduced |
| Boit C F David | 2,150 | $441.7K | 0.22% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 2,150 | $441.7K | 1.80% | +2,150 | New |
| Enterprise Financial Services Corp | 2,144 | $440.4K | 0.25% | −4−0.2% | Reduced |
| Power Wealth Management LLC | 2,142 | $440.0K | 0.18% | +394+22.5% | Added |
| Zions Bancorporation, N.A. | 2,141 | $439.8K | 0.03% | +1,431+201.5% | Added |
| Fielder Capital Group LLC | 2,139 | $439.4K | 0.14% | −6−0.3% | Reduced |
| Valmark Advisers, Inc. | 2,136 | $438.8K | 0.01% | −859−28.7% | Reduced |
| Csenge Advisory Group | 2,134 | $438.4K | 0.02% | −494−18.8% | Reduced |
| Calamos Wealth Management LLC | 2,130 | $437.5K | 0.02% | +2,130 | New |
| Seeds Investor LLC | 2,112 | $433.8K | 0.12% | +75+3.7% | Added |
| Western Wealth Management, LLC | 2,111 | $433.6K | 0.02% | −70−3.2% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $431.4K | 0.13% | 00.0% | Unchanged |
| Old National Bancorp | 2,093 | $429.9K | 0.01% | −37−1.7% | Reduced |
| H&H Retirement Design & Management INC | 1,846 | $428.9K | 0.26% | −251−12.0% | Reduced |
| Davis R M Inc | 2,083 | $427.9K | 0.01% | +2,083 | New |
| Blalock Williams, LLC | 2,080 | $427.3K | 0.50% | +2,080 | New |
| Y.D. More Investments Ltd | 2,076 | $426.5K | 0.04% | −62−2.9% | Reduced |
| Cable Hill Partners, LLC | 2,073 | $425.8K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,032 | $423.8K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,062 | $423.5K | 0.08% | +41+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,057 | $422.5K | 0.28% | −44,859−95.6% | Reduced |
| Avitas Wealth Management LLC | 2,046 | $420.3K | 0.06% | −51−2.4% | Reduced |
| Strategic Blueprint, LLC | 2,040 | $419.0K | 0.02% | −65−3.1% | Reduced |
| ORG Partners LLC | 2,039 | $418.8K | 0.06% | −22−1.1% | Reduced |
| Invesco, LLC | 2,027 | $416.4K | 0.17% | −82−3.9% | Reduced |
| Nixon Peabody Trust Co | 2,008 | $412.5K | 0.03% | +33+1.7% | Added |
| Archer Investment Corp | 2,003 | $411.5K | 0.11% | +485+31.9% | Added |
| Castleark Management LLC | 2,000 | $410.8K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $410.8K | 0.07% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,000 | $410.8K | 0.11% | +2,000 | New |
| Investment Counsel Co of Nevada | 2,000 | $410.8K | 1.04% | +2,000 | New |
| Legacy Financial Advisors, Inc. | 2,000 | $410.8K | 0.07% | −173−8.0% | Reduced |
| Wealth Alliance | 1,988 | $408.4K | 0.05% | +66+3.4% | Added |
| Claro Advisors LLC | 1,982 | $407.1K | 0.06% | −106−5.1% | Reduced |
| Kaizen Financial Strategies | 1,976 | $405.9K | 0.23% | −40−2.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,975 | $405.7K | 0.03% | −19−1.0% | Reduced |
| Quent Capital, LLC | 1,972 | $405.1K | 0.04% | +14+0.7% | Added |
| Excalibur Management Corp | 1,969 | $404.5K | 0.16% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,969 | $404.5K | 0.30% | +1,969 | New |
| Cascade Financial Partners, LLC | 1,958 | $402.2K | 0.05% | +28+1.5% | Added |
| Wealth Management Associates, Inc. | 1,950 | $400.6K | 0.17% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,946 | $399.7K | 0.01% | +440+29.2% | Added |
| Bigelow Investment Advisors, LLC | 1,939 | $398.3K | 0.19% | +290+17.6% | Added |
| Hickory Point Bank & Trust | 1,937 | $397.9K | 0.35% | +1,937 | New |
| Fort Washington Investment Advisors Inc | 1,934 | $397.3K | 0.00% | −712−26.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,918 | $394.0K | 0.17% | +740+62.8% | Added |
| Keystone Financial Services | 1,917 | $393.8K | 0.15% | −106−5.2% | Reduced |