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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.

Institutional holdersQ4 2024: 1,904 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2024: $105.8B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2024.

Institutions holding FISV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evelyn Partners Investment Management LLP700$143.8K0.00%+700New
Wellington Shields & Co., LLC682$140.1K0.04%00.0%Unchanged
First PREMIER Bank658$135.0K0.03%00.0%Unchanged
Rowland & Co Investment Counsel654$134.3K0.03%+654New
Parallax Volatility Advisers, L.P.653$134.1K0.00%−4,723−87.9%Reduced
ORG Wealth Partners, LLC649$133.3K0.04%−141−17.8%Reduced
Accent Capital Management, LLC639$131.3K0.08%00.0%Unchanged
MV Capital Management, Inc.623$128.0K0.01%−6−1.0%Reduced
Fairfield Financial Advisors, LTD620$127.4K0.04%+620New
Pension & Wealth Management Advisors, Inc.617$126.9K0.05%+163+35.9%Added
Princeton Global Asset Management LLC617$126.7K0.02%00.0%Unchanged
Eagle Bay Advisors LLC613$125.9K0.08%−18−2.9%Reduced
Versant Capital Management, Inc610$125.3K0.03%+175+40.2%Added
Global Trust Asset Management, LLC606$124.5K0.05%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA570$117.1K0.04%00.0%Unchanged
Atwood & Palmer Inc566$116.3K0.01%−500−46.9%Reduced
AllSquare Wealth Management LLC555$114.0K0.07%00.0%Unchanged
Hexagon Capital Partners LLC554$113.8K0.02%−29−5.0%Reduced
Financial Perspectives, Inc550$113.0K0.04%+550New
XY Capital Ltd504$103.5K0.12%+504New
Generali Investments Towarzystwo Funduszy Inwestycyjnych500$102.7K0.06%−200−28.6%Reduced
Rialto Wealth Management, LLC500$102.7K0.03%+500New
Empirical Asset Management, LLC62,522$95.0K0.03%+62,522New
Thurston, Springer, Miller, Herd & Titak, Inc.457$93.9K0.02%+457New
WPG Advisers, LLC418$85.9K0.08%+418New
Curio Wealth, LLC416$85.5K0.05%+416New
Bruce G. Allen Investments, LLC413$84.8K0.07%+15+3.8%Added
Crews Bank & Trust409$84.0K0.01%+409New
Hoese & Co LLP403$82.8K0.07%00.0%Unchanged
EnRich Financial Partners LLC402$82.6K0.03%00.0%Unchanged
West Oak Capital, LLC400$82.2K0.03%00.0%Unchanged
Kimelman & Baird, LLC400$82.2K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.400$82.2K0.05%+400New
Piscataqua Savings Bank397$81.6K0.07%00.0%Unchanged
Natixis Investment Managers International390$80.1K0.01%−442−53.1%Reduced
McCarthy Grittinger Financial Group, LLC385$79.1K0.02%00.0%Unchanged
Centricity Wealth Management, LLC384$78.9K0.07%+384New
Deseret Mutual Benefit Administrators381$78.3K0.04%−6−1.6%Reduced
Capital Advisors, Ltd. LLC382$78.0K0.01%+14+3.8%Added
Grove Bank & Trust379$77.9K0.01%+263+226.7%Added
PrairieView Partners, LLC375$77.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC341$70.0K0.03%+12+3.6%Added
West Paces Advisors Inc.334$68.6K0.02%00.0%Unchanged
IAG Wealth Partners, LLC331$68.0K0.01%+26+8.5%Added
Westside Investment Management, Inc.331$68.0K0.01%−20−5.7%Reduced
Davis Capital Management330$67.8K0.06%00.0%Unchanged
Loomis Sayles & Co L P324$67.0K0.00%−84−20.6%Reduced
Rise Advisors, LLC317$65.1K0.03%+2+0.6%Added
GW&K Investment Management, LLC314$65.0K0.00%+1+0.3%Added
Hollencrest Capital Management309$63.5K0.00%00.0%Unchanged
Atala Financial Inc300$61.6K0.04%+300New
Sunbelt Securities, Inc.294$60.6K0.01%+250+568.2%Added
Financial Network Wealth Advisors LLC291$59.8K0.11%−545−65.2%Reduced
Richardson Financial Services Inc.283$58.4K0.04%+220+349.2%Added
Bell Investment Advisors, Inc283$58.1K0.01%−19−6.3%Reduced
Eastern Bank277$56.9K0.00%00.0%Unchanged
McIlrath & Eck, LLC272$55.9K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC270$55.5K0.01%+246+1,025.0%Added
Sierra Ocean, LLC266$54.6K0.04%+266New
MPWM Advisory Solutions, LLC264$54.2K0.04%+264New
Newbridge Financial Services Group, Inc.260$53.4K0.01%+260New
Wolff Wiese Magana LLC251$51.6K0.03%00.0%Unchanged
Monetary Management Group Inc250$51.4K0.01%00.0%Unchanged
Roxbury Financial LLC228$50.4K0.05%+228New
Midwest Capital Advisors, LLC244$50.1K0.04%+244New
Kestra Investment Management, LLC242$49.7K0.00%+242New
Friedenthal Financial240$49.3K0.03%+240New
Canton Hathaway, LLC240$49.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC222$45.6K0.02%00.0%Unchanged
Mendota Financial Group, LLC221$45.4K0.03%−262−54.2%Reduced
Knuff & Co LLC220$45.2K0.01%+220New
High Note Wealth, LLC218$44.8K0.01%+218New
Kennebec Savings Bank220$44.3K0.04%00.0%Unchanged
Medallion Wealth Advisors, LLC200$44.2K0.02%+200New
Clean Yield Group214$44.0K0.01%+44+25.9%Added
Ancora Advisors, LLC205$42.2K0.00%+22+12.0%Added
Quarry LP205$42.1K0.01%+70+51.9%Added
RE Dickinson Investment Advisors, LLC204$41.9K0.02%00.0%Unchanged
Broadwater Capital Management LLC200$41.1K0.03%−200−50.0%Reduced
ZRC Wealth Management, LLC200$41.1K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC200$41.1K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC198$40.7K0.08%+98+98.0%Added
Sittner & Nelson, LLC192$39.4K0.02%00.0%Unchanged
Wiser Advisor Group LLC190$39.0K0.06%00.0%Unchanged
Prestige Wealth Management Group LLC182$37.4K0.01%00.0%Unchanged
Main Street Group, LTD181$37.2K0.01%00.0%Unchanged
Campbell Capital Management Inc180$37.0K0.01%+180New
Capstone Investment Advisors, LLC178$36.6K0.00%−1,552−89.7%Reduced
Painted Porch Advisors LLC177$36.4K0.02%+10+6.0%Added
Arrowpoint Investment Partners (Singapore) Pte. Ltd.173$35.5K0.02%+173New
Gables Capital Management Inc.171$35.1K0.02%00.0%Unchanged
Stance Capital LLC170$34.9K0.02%+170New
Dunhill Financial, LLC168$34.5K0.02%+37+28.2%Added
Pinnacle Bancorp, Inc.165$33.9K0.01%−72−30.4%Reduced
Cedar Mountain Advisors, LLC162$33.3K0.01%−29−15.2%Reduced
Bullock Wealth Management Group153$31.4K0.02%+153New
Compass Financial Services Inc150$30.8K0.02%+150New
Boyd Watterson Asset Management LLC149$30.6K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.143$30.0K0.00%00.0%Unchanged
MCF Advisors LLC144$29.6K0.00%00.0%Unchanged