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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 73,330 | $15.0M | 0.11% | +33,886+85.9% | Added |
| Nissay Asset Management Corp | 71,870 | $14.9M | 0.09% | −1,561−2.1% | Reduced |
| PGGM Investments | 72,222 | $14.8M | 0.20% | +580+0.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 72,108 | $14.8M | 1.03% | −17,646−19.7% | Reduced |
| Pathstone Holdings, LLC | 71,884 | $14.8M | 0.07% | +1,968+2.8% | Added |
| Toroso Investments, LLC | 71,333 | $14.7M | 0.12% | +37,301+109.6% | Added |
| iA Global Asset Management Inc. | 70,917 | $14.6M | 0.26% | +4,209+6.3% | Added |
| Gotham Asset Management, LLC | 70,865 | $14.6M | 0.14% | −21,037−22.9% | Reduced |
| Woodstock Corp | 69,792 | $14.3M | 1.38% | −332−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 69,179 | $14.2M | 0.58% | −3,384−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,773 | $14.1M | 0.12% | +6,590+10.6% | Added |
| Mutual of America Capital Management LLC | 68,156 | $14.0M | 0.15% | −2,741−3.9% | Reduced |
| Groupe la Francaise | 66,971 | $13.9M | 0.36% | +66,971 | New |
| Pinnacle Financial Partners Inc | 67,569 | $13.9M | 0.28% | +230.0% | Added |
| Panagora Asset Management Inc | 66,382 | $13.6M | 0.06% | −2,019−3.0% | Reduced |
| Bahl & Gaynor Inc | 65,975 | $13.6M | 0.07% | −1,076−1.6% | Reduced |
| Headinvest, LLC | 65,667 | $13.5M | 2.55% | −1,730−2.6% | Reduced |
| Legacy Private Trust Co. | 65,615 | $13.5M | 0.88% | −2,794−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 64,979 | $13.3M | 0.13% | +3,093+5.0% | Added |
| Robertson Opportunity Capital, LLC | 64,600 | $13.3M | 4.87% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 64,287 | $13.2M | 0.04% | +4,196+7.0% | Added |
| Shell Asset Management Co | 64,155 | $13.2M | 0.58% | +7,740+13.7% | Added |
| Pensionmark Financial Group, LLC | 62,919 | $12.9M | 0.35% | +7,117+12.8% | Added |
| Diversified Trust Co | 62,883 | $12.9M | 0.31% | +911+1.5% | Added |
| Advisors Asset Management, Inc. | 62,805 | $12.9M | 0.24% | +3,919+6.7% | Added |
| Webster Bank, N. A. | 62,511 | $12.8M | 1.38% | −1,168−1.8% | Reduced |
| Andra AP-fonden | 61,695 | $12.7M | 0.20% | +52,000+536.4% | Added |
| Black Creek Investment Management Inc. | 61,418 | $12.6M | 0.60% | +51,380+511.9% | Added |
| Papp L Roy & Associates | 60,842 | $12.5M | 1.46% | +284+0.5% | Added |
| Thematics Asset Management | 60,500 | $12.4M | 0.54% | −81,500−57.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 61,468 | $12.4M | 0.05% | +5,667+10.2% | Added |
| Oppenheimer Asset Management Inc. | 60,309 | $12.4M | 0.15% | +962+1.6% | Added |
| Chesley Taft & Associates LLC | 59,687 | $12.3M | 0.57% | −616−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 59,624 | $12.2M | 0.18% | +1,750+3.0% | Added |
| Tocqueville Asset Management L.P. | 58,326 | $12.0M | 0.19% | +1,772+3.1% | Added |
| ProVise Management Group, LLC | 58,230 | $12.0M | 1.03% | −987−1.7% | Reduced |
| Synovus Financial Corp | 57,586 | $11.8M | 0.15% | −52,981−47.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 57,505 | $11.8M | 0.72% | −2,844−4.7% | Reduced |
| Polar Capital Holdings Plc | 57,151 | $11.7M | 0.07% | −62,481−52.2% | Reduced |
| JustInvest LLC | 55,766 | $11.5M | 0.17% | +3,751+7.2% | Added |
| Cozad Asset Management Inc | 55,394 | $11.4M | 1.06% | −1,418−2.5% | Reduced |
| Clark Estates Inc | 55,300 | $11.4M | 2.20% | −10,000−15.3% | Reduced |
| Union Bancaire Privee, UBP SA | 57,204 | $11.3M | 0.20% | +57,204 | New |
| Parkwood LLC | 54,631 | $11.2M | 1.38% | +54,631 | New |
| Pacer Advisors, Inc. | 54,596 | $11.2M | 0.02% | −14,125−20.6% | Reduced |
| Mizuho Securities USA LLC | 53,921 | $11.1M | 0.20% | +16,588+44.4% | Added |
| Legal Advantage Investments, Inc. | 53,917 | $11.1M | 5.86% | −1,970−3.5% | Reduced |
| TownSquare Capital, LLC | 53,873 | $11.1M | 0.12% | +13,474+33.4% | Added |
| Advisor Group Holdings, Inc. | 68,014 | $11.1M | 0.02% | +11,682+20.7% | Added |
| Middleton & Co Inc | 53,227 | $10.9M | 1.21% | −996−1.8% | Reduced |
| Builder Investment Group Inc | 53,186 | $10.9M | 2.97% | −51−0.1% | Reduced |
| Shelton Capital Management | 52,552 | $10.8M | 0.27% | −31,569−37.5% | Reduced |
| Elo Mutual Pension Insurance Co | 52,539 | $10.8M | 0.23% | −3,069−5.5% | Reduced |
| Liberty Capital Management, Inc. | 52,146 | $10.7M | 2.38% | −95−0.2% | Reduced |
| Carderock Capital Management Inc | 51,555 | $10.6M | 2.66% | −2,162−4.0% | Reduced |
| Two Point Capital Management, Inc. | 50,531 | $10.6M | 3.78% | −80−0.2% | Reduced |
| Quantinno Capital Management LP | 50,913 | $10.5M | 0.10% | +9,941+24.3% | Added |
| Contravisory Investment Management, Inc. | 50,855 | $10.4M | 2.23% | −1,173−2.3% | Reduced |
| BTC Capital Management, Inc. | 50,844 | $10.4M | 0.97% | −1,754−3.3% | Reduced |
| First Hawaiian Bank | 50,671 | $10.4M | 0.34% | −5,213−9.3% | Reduced |
| Live Oak Private Wealth LLC | 50,297 | $10.3M | 1.74% | −11,491−18.6% | Reduced |
| Marks Group Wealth Management, Inc | 50,281 | $10.3M | 1.02% | −3,307−6.2% | Reduced |
| Eagle Rock Investment Company, LLC | 50,004 | $10.3M | 1.71% | −196−0.4% | Reduced |
| Atria Investments LLC | 49,899 | $10.3M | 0.13% | −1,427−2.8% | Reduced |
| CX Institutional | 49,398 | $10.1M | 0.40% | −7,042−12.5% | Reduced |
| Brooktree Capital Management | 48,848 | $10.0M | 7.44% | −492−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 48,765 | $10.0M | 0.18% | −511−1.0% | Reduced |
| First National Trust Co | 48,532 | $9.97M | 0.37% | −392−0.8% | Reduced |
| Colony Group, LLC | 48,509 | $9.96M | 0.03% | +9,916+25.7% | Added |
| Palmer Knight Co | 48,495 | $9.96M | 4.46% | +93+0.2% | Added |
| Silvercrest Asset Management Group LLC | 47,494 | $9.76M | 0.07% | +47,494 | New |
| Patton Albertson Miller Group, LLC | 47,371 | $9.73M | 1.30% | +37+0.1% | Added |
| Marietta Investment Partners LLC | 47,302 | $9.72M | 2.14% | +89+0.2% | Added |
| Oarsman Capital, Inc. | 47,224 | $9.70M | 1.69% | −660−1.4% | Reduced |
| Core Alternative Capital | 47,094 | $9.67M | 2.02% | −1,008−2.1% | Reduced |
| Wilkins Investment Counsel Inc | 47,093 | $9.67M | 1.40% | −2,660−5.3% | Reduced |
| Gulf International Bank (UK) Ltd | 46,842 | $9.62M | 0.24% | −1,302−2.7% | Reduced |
| Ayrshire Capital Management LLC | 46,635 | $9.58M | 4.67% | +1,726+3.8% | Added |
| Carmel Capital Management L.L.C. | 46,610 | $9.57M | 3.62% | +9,370+25.2% | Added |
| Hantz Financial Services, Inc. | 46,416 | $9.54M | 0.17% | −3,353−6.7% | Reduced |
| Dnca Finance | 46,250 | $9.50M | 0.74% | −5,250−10.2% | Reduced |
| M. Kraus & Co | 46,247 | $9.50M | 2.85% | +300+0.7% | Added |
| AMJ Financial Wealth Management | 46,093 | $9.47M | 2.63% | −3,129−6.4% | Reduced |
| Wealthfront Advisers LLC | 46,056 | $9.46M | 0.03% | +8,233+21.8% | Added |
| Thomas Story & Son LLC | 45,970 | $9.44M | 3.96% | −830−1.8% | Reduced |
| Generali Asset Management SPA SGR | 45,955 | $9.44M | 0.24% | +45,955 | New |
| Cheviot Value Management, LLC | 45,704 | $9.39M | 1.80% | −785−1.7% | Reduced |
| Hills Bank & Trust Co | 45,506 | $9.35M | 0.70% | −304−0.7% | Reduced |
| Kestra Advisory Services, LLC | 45,131 | $9.27M | 0.05% | −60,802−57.4% | Reduced |
| Delaney Dennis R | 45,090 | $9.26M | 4.87% | −1,086−2.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 44,947 | $9.23M | 0.22% | +43,817+3,877.6% | Added |
| Soros Capital Management LLC | 44,522 | $9.15M | 1.43% | −10,275−18.8% | Reduced |
| Simplex Trading, LLC | 44,409 | $9.12M | 0.26% | +20,544+86.1% | Added |
| Sanctuary Advisors, LLC | 42,221 | $9.12M | 0.06% | +866+2.1% | Added |
| Redmond Asset Management, LLC | 44,237 | $9.09M | 2.27% | −2,130−4.6% | Reduced |
| M&G Plc | 44,253 | $9.07M | 0.06% | −18,299−29.3% | Reduced |
| HM Payson & Co | 43,889 | $9.02M | 0.15% | −187−0.4% | Reduced |
| Jacobs & Co | 43,711 | $8.98M | 0.91% | −2,553−5.5% | Reduced |
| Wellington Management Group LLP | 43,307 | $8.90M | 0.00% | −7,079−14.0% | Reduced |
| RMB Capital Management, LLC | 43,166 | $8.87M | 0.20% | −864−2.0% | Reduced |