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 |
|---|---|---|---|---|---|
| Fairhaven Wealth Management, LLC | 1,180 | $242.4K | 0.08% | +22+1.9% | Added |
| Oregon Pacific Wealth Management, LLC | 1,178 | $242.0K | 0.24% | +1,178 | New |
| West Bancorporation Inc | 1,176 | $241.6K | 0.16% | −472−28.6% | Reduced |
| FourThought Financial Partners, LLC | 1,176 | $241.6K | 0.03% | +1,176 | New |
| Personal Cfo Solutions, LLC | 1,175 | $241.4K | 0.05% | +1,175 | New |
| Myecfo, LLC | 1,174 | $241.2K | 0.13% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,161 | $238.5K | 0.13% | −161−12.2% | Reduced |
| Essential Planning, LLC. | 1,170 | $238.4K | 0.00% | +1,170 | New |
| Vigilare Wealth Management | 1,160 | $238.3K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,145 | $235.2K | 0.05% | −3−0.3% | Reduced |
| Rothschild Investment LLC | 1,143 | $234.8K | 0.02% | +18+1.6% | Added |
| YHB Investment Advisors, Inc. | 1,143 | $234.8K | 0.02% | +18+1.6% | Added |
| JNBA Financial Advisors | 1,138 | $233.8K | 0.02% | +24+2.2% | Added |
| Catalyst Capital Advisors LLC | 1,135 | $233.2K | 0.00% | −168−12.9% | Reduced |
| Sandy Spring Bank | 1,132 | $232.5K | 0.01% | −12−1.0% | Reduced |
| Basepoint Wealth LLC | 1,132 | $232.5K | 0.19% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,128 | $231.7K | 0.02% | −50−4.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,123 | $230.7K | 0.15% | −12−1.1% | Reduced |
| Breed's Hill Capital LLC | 1,121 | $230.3K | 0.12% | +1,121 | New |
| New England Research & Management, Inc. | 1,121 | $230.0K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,117 | $229.5K | 0.01% | +1,117 | New |
| Gateway Investment Advisers LLC | 1,114 | $228.8K | 0.00% | −244−18.0% | Reduced |
| Essex Savings Bank | 1,110 | $228.0K | 0.06% | +1,110 | New |
| Convergence Investment Partners, LLC | 1,108 | $227.6K | 0.05% | −11−1.0% | Reduced |
| Univest Financial Corp | 1,099 | $225.8K | 0.01% | −149−11.9% | Reduced |
| Groupama Asset Managment | 1,091 | $225.0K | 0.00% | −6,269−85.2% | Reduced |
| Crescent Grove Advisors, LLC | 1,094 | $224.7K | 0.02% | +1,094 | New |
| GenTrust, LLC | 1,092 | $224.3K | 0.01% | +1,092 | New |
| Asset Allocation & Management Company, LLC | 1,091 | $224.0K | 0.12% | +1,091 | New |
| UMA Financial Services, Inc. | 1,086 | $223.1K | 0.04% | −325−23.0% | Reduced |
| BIP Wealth, LLC | 1,082 | $222.3K | 0.01% | +1,082 | New |
| Clark Asset Management, LLC | 1,080 | $221.9K | 0.04% | +1,080 | New |
| Kornitzer Capital Management Inc | 1,079 | $221.6K | 0.00% | +1,079 | New |
| Finivi Inc. | 1,077 | $221.2K | 0.18% | +1,077 | New |
| GFS Advisors, LLC | 1,078 | $221.0K | 0.03% | +1,078 | New |
| New Republic Capital, LLC | 1,071 | $220.0K | 0.14% | +1,071 | New |
| Investment Partners Asset Management, Inc. | 1,067 | $219.2K | 0.17% | +1,067 | New |
| Five Oceans Advisors | 1,067 | $219.2K | 0.10% | +1,067 | New |
| Wilkinson Global Asset Management LLC | 1,065 | $218.8K | 0.01% | +1,065 | New |
| Cardiff Park Advisors, LLC | 1,064 | $218.6K | 0.02% | +1,064 | New |
| Larson Financial Group LLC | 1,063 | $218.4K | 0.01% | −773−42.1% | Reduced |
| BluePath Capital Management, LLC | 1,083 | $218.3K | 0.12% | +1,083 | New |
| Virtue Capital Management, LLC | 1,062 | $218.2K | 0.04% | −104−8.9% | Reduced |
| CPA Asset Management LLC | 1,058 | $217.3K | 0.10% | +1,058 | New |
| Quadrant Private Wealth Management, LLC | 1,058 | $217.3K | 0.05% | +1,058 | New |
| Caitlin John, LLC | 1,053 | $216.3K | 0.15% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,051 | $215.9K | 0.18% | −242−18.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,047 | $215.1K | 0.05% | +1,047 | New |
| Flossbach Von Storch AG | 1,040 | $213.6K | 0.00% | +1,040 | New |
| Advisor OS, LLC | 1,034 | $212.4K | 0.02% | +1,034 | New |
| Everett Harris & Co | 1,032 | $212.0K | 0.00% | +1,032 | New |
| Second Line Capital, LLC | 1,030 | $211.6K | 0.06% | +1,030 | New |
| Forthright Family Wealth Advisory LLC | 1,028 | $211.2K | 0.14% | −46−4.3% | Reduced |
| Financial Insights, Inc. | 1,025 | $210.6K | 0.08% | −2,268−68.9% | Reduced |
| Muirfield Wealth Advisors LLC | 1,025 | $210.6K | 0.17% | +1,025 | New |
| First Foundation Advisors | 1,025 | $210.6K | 0.01% | +1,025 | New |
| Traveka Wealth, LLC | 1,023 | $210.1K | 0.12% | +1,023 | New |
| Holland Advisory Services, Inc. | 1,014 | $208.2K | 0.27% | +1,014 | New |
| RiverFront Investment Group, LLC | 1,013 | $208.1K | 0.00% | +1,013 | New |
| Oakworth Capital, Inc. | 1,009 | $207.3K | 0.01% | +502+99.0% | Added |
| Sonora Investment Management Group, LLC | 1,009 | $207.2K | 0.02% | +1,009 | New |
| Transce3nd, LLC | 1,007 | $206.9K | 0.07% | +1,007 | New |
| Cape Cod Five Cents Savings Bank | 1,147 | $206.1K | 0.02% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,000 | $205.4K | 0.10% | +1,000 | New |
| Heartwood Wealth Advisors LLC | 1,000 | $205.4K | 0.02% | +1,000 | New |
| Cercano Management LLC | 1,000 | $205.4K | 0.01% | +1,000 | New |
| Borer Denton & Associates, Inc. | 1,000 | $205.4K | 0.07% | +1,000 | New |
| Eight 31 Financial LLC | 1,000 | $205.4K | 0.15% | +1,000 | New |
| Challenger Wealth Management | 1,000 | $205.4K | 0.18% | +1,000 | New |
| Proactive Wealth Strategies LLC | 1,000 | $205.0K | 0.11% | +1,000 | New |
| Wedge Capital Management L L P | 991 | $203.6K | 0.00% | +991 | New |
| Allen Capital Group, LLC | 985 | $202.3K | 0.02% | +985 | New |
| HCR Wealth Advisors | 984 | $202.1K | 0.03% | +984 | New |
| Fort Sheridan Advisors LLC | 975 | $200.3K | 0.03% | +975 | New |
| Financial Council Asset Management Inc | 975 | $200.3K | 0.10% | +975 | New |
| Mosaic Family Wealth Partners, LLC | 974 | $200.1K | 0.03% | +974 | New |
| Evergreen Private Wealth LLC | 956 | $196.4K | 0.09% | −1−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 952 | $195.6K | 0.02% | +704+283.9% | Added |
| GHP Investment Advisors, Inc. | 917 | $188.4K | 0.01% | −17−1.8% | Reduced |
| Operose Advisors LLC | 917 | $188.4K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 889 | $182.6K | 0.17% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 879 | $180.6K | 0.01% | +879 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $179.1K | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 864 | $177.0K | 0.04% | +50+6.1% | Added |
| Evermay Wealth Management LLC | 859 | $176.5K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 836 | $171.7K | 0.15% | +836 | New |
| Menard Financial Group LLC | 818 | $168.0K | 0.10% | +818 | New |
| Plante Moran Financial Advisors, LLC | 815 | $167.4K | 0.01% | +36+4.6% | Added |
| LRI Investments, LLC | 20,344 | $166.7K | 0.02% | −82−0.4% | Reduced |
| Hopwood Financial Services, Inc. | 800 | $164.3K | 0.12% | +800 | New |
| Roble, Belko & Company, Inc | 800 | $164.0K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 798 | $163.9K | 0.15% | +798 | New |
| Arcadia Investment Management Corp | 781 | $160.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 763 | $157.0K | 0.10% | −69−8.3% | Reduced |
| Laurel Wealth Advisors LLC | 729 | $149.8K | 0.02% | −50−6.4% | Reduced |
| WFA Asset Management Corp | 712 | $146.3K | 0.08% | 00.0% | Unchanged |
| Tobam | 712 | $146.0K | 0.04% | −222−23.8% | Reduced |
| Bank of New Hampshire | 710 | $145.8K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 710 | $145.8K | 0.14% | +710 | New |
| J.Safra Asset Management Corp | 705 | $145.4K | 0.01% | +705 | New |