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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,496 | $307.3K | 0.10% | −736−33.0% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,489 | $305.9K | 0.18% | −25−1.7% | Reduced |
| Raleigh Capital Management Inc. | 1,487 | $305.5K | 0.12% | −1,519−50.5% | Reduced |
| Rockland Trust Co | 1,480 | $304.0K | 0.02% | −75−4.8% | Reduced |
| 1858 Wealth Management, LLC | 1,467 | $301.4K | 0.24% | −13−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,467 | $301.4K | 0.07% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,457 | $299.3K | 0.04% | +133+10.0% | Added |
| Cidel Asset Management Inc | 1,451 | $298.1K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,450 | $297.9K | 0.18% | +320+28.3% | Added |
| Verus Capital Partners, LLC | 1,446 | $297.0K | 0.03% | −59−3.9% | Reduced |
| Crewe Advisors LLC | 1,438 | $295.4K | 0.04% | +1,438 | New |
| Claret Asset Management Corp | 1,427 | $293.0K | 0.05% | +9+0.6% | Added |
| Mainsail Asset Management, LLC | 1,425 | $292.7K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,425 | $292.7K | 0.01% | +58+4.2% | Added |
| Gsa Capital Partners LLP | 1,422 | $292.0K | 0.02% | −1,058−42.7% | Reduced |
| AGH Wealth Advisors, LLC | 1,419 | $291.5K | 0.27% | +1,419 | New |
| AlphaCore Capital LLC | 1,415 | $290.7K | 0.06% | +1,415 | New |
| Eagle Wealth Strategies LLC | 1,413 | $290.3K | 0.21% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,414 | $290.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,405 | $289.8K | 0.04% | +268+23.6% | Added |
| E Fund Management Co., Ltd. | 1,408 | $289.2K | 0.01% | +1,408 | New |
| Wetzel Investment Advisors, Inc. | 1,405 | $288.6K | 0.14% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,394 | $286.4K | 0.02% | −37−2.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,379 | $284.4K | 0.23% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,380 | $283.5K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,379 | $283.3K | 0.02% | −38−2.7% | Reduced |
| Ergawealth Advisors, Inc. | 1,378 | $283.1K | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,376 | $282.7K | 0.05% | −335−19.6% | Reduced |
| SFMG, LLC | 1,375 | $282.5K | 0.02% | −1−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,368 | $281.0K | 0.01% | +1,368 | New |
| DHJJ Financial Advisors, Ltd. | 1,366 | $280.6K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,358 | $279.0K | 0.08% | −55−3.9% | Reduced |
| Petros Family Wealth, LLC | 1,358 | $279.0K | 0.30% | +1,358 | New |
| Nwam LLC | 1,354 | $278.1K | 0.02% | −140−9.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,353 | $277.9K | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,353 | $277.9K | 0.10% | −33−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 1,350 | $277.3K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,350 | $277.3K | 0.22% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,349 | $277.1K | 0.11% | +224+19.9% | Added |
| Fullcircle Wealth LLC | 1,204 | $276.8K | 0.11% | +43+3.7% | Added |
| Meeder Asset Management Inc | 1,346 | $276.5K | 0.02% | +1,163+635.5% | Added |
| City State Bank | 1,345 | $276.3K | 0.10% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,341 | $275.5K | 0.02% | +31+2.4% | Added |
| Longboard Asset Management, LP | 1,334 | $274.0K | 0.73% | +1,334 | New |
| Norden Group LLC | 1,332 | $273.6K | 0.03% | −93−6.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,329 | $273.0K | 0.04% | +146+12.3% | Added |
| IAM Advisory, LLC | 1,328 | $272.8K | 0.07% | +1,328 | New |
| Courier Capital LLC | 1,327 | $272.6K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,325 | $272.2K | 0.02% | −58−4.2% | Reduced |
| Fermata Advisors, LLC | 1,323 | $271.8K | 0.05% | +128+10.7% | Added |
| Osterweis Capital Management Inc | 1,318 | $270.7K | 0.01% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,318 | $270.7K | 0.05% | +76+6.1% | Added |
| Concord Wealth Partners | 1,311 | $269.3K | 0.04% | +38+3.0% | Added |
| Wimmer Associates 1, LLC | 1,310 | $269.1K | 0.13% | 00.0% | Unchanged |
| American Money Management, LLC | 1,309 | $268.9K | 0.05% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,305 | $267.0K | 0.07% | +1,305 | New |
| Trust Co | 1,299 | $266.8K | 0.03% | +1,299 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,296 | $266.2K | 0.04% | −1,220−48.5% | Reduced |
| Kathmere Capital Management, LLC | 1,294 | $265.8K | 0.02% | +90+7.5% | Added |
| Financial Partners Group, LLC | 1,293 | $265.6K | 0.11% | +29+2.3% | Added |
| bLong Financial, LLC | 1,288 | $264.6K | 0.22% | +1,288 | New |
| Presilium Private Wealth, LLC | 1,283 | $263.6K | 0.06% | +83+6.9% | Added |
| Continuum Advisory, LLC | 1,282 | $263.3K | 0.03% | +122+10.5% | Added |
| Fragasso Group Inc. | 1,279 | $262.7K | 0.02% | +29+2.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,261 | $259.1K | 0.19% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,255 | $258.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,255 | $257.8K | 0.03% | +6+0.5% | Added |
| Cardinal Point Capital Management, ULC | 1,255 | $257.8K | 0.04% | +1,255 | New |
| Kitching Partners, LLC | 1,253 | $257.4K | 0.33% | +1,253 | New |
| Root Financial Partners, LLC | 1,251 | $257.0K | 0.03% | +1,251 | New |
| Cascades Capital Asset Management, LLC | 1,250 | $256.8K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,250 | $256.8K | 0.01% | +78+6.7% | Added |
| Campbell Deegan Wealth Management, LLC | 1,249 | $256.6K | 0.31% | +1,249 | New |
| Tradewinds, LLC. | 1,113 | $256.2K | 0.07% | +1,113 | New |
| Monument Capital Management | 1,241 | $254.9K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,265 | $253.8K | 0.05% | +168+15.3% | Added |
| NTV Asset Management LLC | 1,228 | $252.3K | 0.03% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,227 | $252.1K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,225 | $251.6K | 0.06% | +1,225 | New |
| Whitaker-Myers Wealth Managers, LTD. | 1,220 | $250.6K | 0.07% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 1,212 | $249.0K | 0.09% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,208 | $248.1K | 0.08% | −92−7.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,211 | $248.0K | 0.08% | +1,211 | New |
| Capital Advantage, Inc. | 1,202 | $246.9K | 0.04% | +1,202 | New |
| Boomfish Wealth Group, LLC | 1,201 | $246.7K | 0.15% | −467−28.0% | Reduced |
| Modern Wealth Management, LLC | 1,201 | $246.7K | 0.01% | +1,201 | New |
| Pettyjohn, Wood & White, Inc | 1,200 | $246.5K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,200 | $246.5K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,200 | $246.5K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $246.5K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $246.5K | 0.19% | 00.0% | Unchanged |
| Sulzberger Capital Advisors, Inc. | 1,200 | $246.5K | 0.28% | +1,200 | New |
| Stonegate Investment Group, LLC | 1,199 | $246.3K | 0.01% | −75−5.9% | Reduced |
| Seven Mile Advisory | 1,196 | $245.7K | 0.16% | +1,196 | New |
| Florida Financial Advisors, LLC | 1,193 | $245.0K | 0.11% | +1,193 | New |
| Greenwood Gearhart Inc | 1,189 | $244.2K | 0.02% | +1,189 | New |
| Pinkerton Retirement Specialists, LLC | 1,186 | $243.6K | 0.04% | +1,186 | New |
| Equitable Trust Co | 1,183 | $243.0K | 0.01% | +1,183 | New |
| King Wealth | 1,185 | $243.0K | 0.04% | +31+2.7% | Added |
| Invst, LLC | 1,181 | $242.6K | 0.03% | +6+0.5% | Added |