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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 1,902 | $390.7K | 0.04% | −25−1.3% | Reduced |
| Trust Co of Toledo NA | 1,902 | $390.7K | 0.05% | +156+8.9% | Added |
| Highlander Partners, L.P. | 1,900 | $390.3K | 0.22% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,900 | $390.3K | 0.02% | +586+44.6% | Added |
| Arete Wealth Advisors, LLC | 1,881 | $387.0K | 0.03% | +261+16.1% | Added |
| Simon Quick Advisors, LLC | 1,882 | $386.6K | 0.02% | −224−10.6% | Reduced |
| Dearborn Partners LLC | 1,879 | $386.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,873 | $384.8K | 0.24% | +273+17.1% | Added |
| AXS Investments LLC | 1,860 | $382.1K | 0.11% | +1,860 | New |
| Palogic Value Management, L.P. | 1,857 | $381.5K | 0.15% | +29+1.6% | Added |
| Monterey Private Wealth, Inc. | 1,848 | $379.6K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,847 | $379.4K | 0.02% | −260−12.3% | Reduced |
| Old Port Advisors | 1,838 | $377.6K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,834 | $376.7K | 0.00% | −224−10.9% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $375.9K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,818 | $373.5K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,816 | $373.0K | 0.02% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,852 | $371.3K | 0.37% | +47+2.6% | Added |
| Cromwell Holdings LLC | 1,807 | $371.2K | 0.21% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,800 | $369.8K | 0.08% | −171−8.7% | Reduced |
| RMR Wealth Builders | 1,799 | $369.6K | 0.04% | −8−0.4% | Reduced |
| Camden Capital, LLC | 1,789 | $367.4K | 0.04% | +1,789 | New |
| SeaCrest Wealth Management, LLC | 1,782 | $366.1K | 0.04% | +67+3.9% | Added |
| Mitchell Sinkler & Starr | 1,767 | $363.0K | 0.10% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,764 | $362.4K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,759 | $361.3K | 0.02% | +1,759 | New |
| Rossby Financial, LCC | 1,754 | $360.3K | 0.23% | +1,754 | New |
| BOK Financial Private Wealth, Inc. | 1,752 | $359.9K | 0.03% | +11+0.6% | Added |
| Wealthcare Advisory Partners LLC | 1,752 | $359.9K | 0.01% | +51+3.0% | Added |
| Concorde Asset Management, LLC | 1,750 | $359.5K | 0.19% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $357.2K | 0.10% | +102+6.2% | Added |
| Cutter & CO Brokerage, Inc. | 1,735 | $356.4K | 0.09% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,730 | $355.4K | 0.25% | −20−1.1% | Reduced |
| Callan Capital, LLC | 1,729 | $355.2K | 0.03% | +100+6.1% | Added |
| Northern Oak Wealth Management Inc | 1,728 | $355.0K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,722 | $353.7K | 0.05% | −11−0.6% | Reduced |
| Colonial Trust Co | 1,722 | $353.7K | 0.05% | −1,020−37.2% | Reduced |
| Tritonpoint Wealth, LLC | 1,716 | $352.5K | 0.03% | +2+0.1% | Added |
| IVC Wealth Advisors LLC | 1,715 | $352.3K | 0.20% | −1−0.1% | Reduced |
| Harbour Trust & Investment Management Co | 1,714 | $352.1K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,711 | $351.5K | 0.04% | +181+11.8% | Added |
| Oxford Financial Group Ltd | 1,705 | $350.2K | 0.02% | −551−24.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,704 | $350.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,702 | $349.6K | 0.04% | −2,693−61.3% | Reduced |
| Fisher Asset Management, LLC | 1,701 | $349.5K | 0.00% | +1,701 | New |
| River Street Advisors LLC | 1,701 | $349.4K | 0.18% | −19−1.1% | Reduced |
| Union Savings Bank | 1,700 | $349.2K | 0.17% | 00.0% | Unchanged |
| CKW Financial Group | 1,700 | $349.0K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,691 | $347.4K | 0.12% | −6−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 1,690 | $347.2K | 0.04% | −2,110−55.5% | Reduced |
| Marquette Asset Management, LLC | 1,690 | $347.2K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,681 | $345.3K | 0.17% | −14−0.8% | Reduced |
| Tranquilli Financial Advisor LLC | 1,669 | $342.8K | 0.22% | −16−0.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 1,668 | $342.6K | 0.15% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,665 | $342.0K | 0.07% | +61+3.8% | Added |
| Ingalls & Snyder LLC | 1,666 | $342.0K | 0.01% | −75−4.3% | Reduced |
| Legacy Financial Group LLC | 1,655 | $340.0K | 0.06% | +1,655 | New |
| McAdam, LLC | 1,651 | $339.1K | 0.02% | +58+3.6% | Added |
| Goldstone Financial Group, LLC | 1,650 | $338.9K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,649 | $338.7K | 0.14% | −23−1.4% | Reduced |
| FJ Capital Management LLC | 1,648 | $338.5K | 0.04% | +1,648 | New |
| Relyea Zuckerberg Hanson LLC | 1,645 | $337.9K | 0.05% | +274+20.0% | Added |
| Chemistry Wealth Management LLC | 1,644 | $337.7K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,643 | $337.5K | 0.24% | +1,643 | New |
| Old Second National Bank of Aurora | 1,642 | $337.3K | 0.08% | +11+0.7% | Added |
| Winton Group Ltd | 1,636 | $336.1K | 0.02% | −26,128−94.1% | Reduced |
| 25 LLC | 1,622 | $333.2K | 0.14% | +5+0.3% | Added |
| Hourglass Capital, LLC | 1,618 | $332.4K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 1,617 | $332.2K | 0.12% | −93−5.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,612 | $331.1K | 0.09% | −319−16.5% | Reduced |
| Portside Wealth Group, LLC | 1,611 | $330.9K | 0.05% | −152−8.6% | Reduced |
| Quest Partners LLC | 1,610 | $330.7K | 0.04% | +881+120.9% | Added |
| O'Dell Group, LLC | 1,608 | $330.3K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 1,604 | $329.5K | 0.18% | +1,604 | New |
| Vision Capital Management, Inc. | 1,602 | $329.0K | 0.05% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $328.7K | 0.13% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,590 | $326.6K | 0.11% | +19+1.2% | Added |
| Daymark Wealth Partners, LLC | 1,581 | $324.8K | 0.01% | +462+41.3% | Added |
| Greatmark Investment Partners, Inc. | 1,575 | $323.5K | 0.04% | −560−26.2% | Reduced |
| USAdvisors Wealth Management, LLC | 1,572 | $322.0K | 0.10% | +1,572 | New |
| N.E.W. Advisory Services LLC | 1,565 | $321.5K | 0.03% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,563 | $321.1K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,562 | $320.9K | 0.01% | +20+1.3% | Added |
| Fedenia Advisers LLC | 1,562 | $320.9K | 0.19% | +1,562 | New |
| Isthmus Partners, LLC | 1,558 | $320.0K | 0.04% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,553 | $318.9K | 0.32% | +1,553 | New |
| Portman Square Capital LLP | 1,540 | $316.3K | 0.06% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,540 | $316.3K | 0.08% | +1,540 | New |
| Bellevue Asset Management, LLC | 1,540 | $316.3K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,537 | $316.0K | 0.03% | −333−17.8% | Reduced |
| SageView Advisory Group, LLC | 1,536 | $315.5K | 0.01% | +150+10.8% | Added |
| Blackston Financial Advisory Group, LLC | 1,526 | $313.5K | 0.16% | 00.0% | Unchanged |
| Onefund, LLC | 1,526 | $313.5K | 0.30% | +13+0.9% | Added |
| Advanced Asset Management Advisors Inc | 1,525 | $313.3K | 0.08% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,523 | $312.9K | 0.02% | +1,523 | New |
| Investors Asset Management of Georgia Inc | 1,522 | $312.6K | 0.15% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,496 | $312.4K | 0.01% | −4−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,520 | $312.2K | 0.05% | −1,860−55.0% | Reduced |
| Richwood Investment Advisors, LLC | 1,510 | $310.2K | 0.26% | −165−9.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,508 | $309.5K | 0.01% | +23+1.5% | Added |