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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 42,665 | $8.76M | 1.29% | −165−0.4% | Reduced |
| Verdence Capital Advisors LLC | 42,202 | $8.67M | 0.70% | −8,961−17.5% | Reduced |
| Heritage Trust Co | 41,923 | $8.61M | 1.01% | +41,923 | New |
| Edgemoor Investment Advisors, Inc. | 41,887 | $8.60M | 0.76% | +733+1.8% | Added |
| Spire Wealth Management | 41,548 | $8.53M | 0.27% | −7,968−16.1% | Reduced |
| Resources Management Corp | 41,445 | $8.51M | 1.16% | −693−1.6% | Reduced |
| Howe & Rusling Inc | 41,334 | $8.49M | 0.73% | −3,779−8.4% | Reduced |
| Thompson Investment Management, Inc. | 41,322 | $8.49M | 1.22% | −3,043−6.9% | Reduced |
| Cloverfields Capital Group, LP | 40,407 | $8.30M | 2.67% | −531−1.3% | Reduced |
| Cary Street Partners Financial LLC | 40,400 | $8.30M | 0.27% | +40,400 | New |
| Tandem Investment Advisors, Inc. | 40,133 | $8.24M | 0.31% | +336+0.8% | Added |
| Marshall & Sullivan Inc | 39,975 | $8.21M | 4.01% | −2,167−5.1% | Reduced |
| Sendero Wealth Management, LLC | 39,640 | $8.14M | 1.21% | −6,682−14.4% | Reduced |
| Kentucky Retirement Systems | 39,563 | $8.13M | 0.24% | −545−1.4% | Reduced |
| CMH Wealth Management LLC | 39,497 | $8.11M | 1.86% | −877−2.2% | Reduced |
| Intech Investment Management LLC | 39,260 | $8.06M | 0.08% | −9,969−20.3% | Reduced |
| Vontobel Holding Ltd. | 39,127 | $8.04M | 0.03% | −1,549−3.8% | Reduced |
| Verition Fund Management LLC | 39,119 | $8.04M | 0.04% | −61,388−61.1% | Reduced |
| Ironwood Investment Counsel, LLC | 39,086 | $8.03M | 1.37% | −1,103−2.7% | Reduced |
| John G Ullman & Associates Inc | 38,560 | $7.92M | 1.17% | −1,275−3.2% | Reduced |
| HRT Financial LP | 38,545 | $7.92M | 0.04% | −62,593−61.9% | Reduced |
| Notis-McConarty Edward | 37,758 | $7.76M | 3.75% | −2,944−7.2% | Reduced |
| Guggenheim Capital LLC | 37,655 | $7.74M | 0.06% | −17,265−31.4% | Reduced |
| Quadrature Capital Ltd | 36,831 | $7.57M | 0.15% | +36,831 | New |
| MAI Capital Management | 36,577 | $7.51M | 0.06% | +785+2.2% | Added |
| VeriStar Capital Management LP | 36,362 | $7.47M | 12.51% | −5,792−13.7% | Reduced |
| NEOS Investment Management LLC | 36,294 | $7.46M | 0.18% | +8,711+31.6% | Added |
| Eley Financial Management, Inc | 35,828 | $7.36M | 2.87% | −722−2.0% | Reduced |
| Nemes Rush Group LLC | 35,777 | $7.35M | 0.91% | +5,347+17.6% | Added |
| Buckhead Capital Management LLC | 35,746 | $7.34M | 2.35% | −272−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 35,571 | $7.31M | 0.13% | −193−0.5% | Reduced |
| Hartford Investment Management Co | 35,202 | $7.23M | 0.24% | −1,153−3.2% | Reduced |
| Gilman Hill Asset Management, LLC | 35,111 | $7.21M | 1.26% | −1,030−2.8% | Reduced |
| Value Holdings Management Co. LLC | 35,000 | $7.19M | 1.26% | +2,000+6.1% | Added |
| D L Carlson Investment Group Inc | 34,968 | $7.18M | 1.28% | −162−0.5% | Reduced |
| Selway Asset Management | 34,655 | $7.12M | 2.80% | −4,350−11.2% | Reduced |
| Geneos Wealth Management Inc. | 34,655 | $7.12M | 0.25% | −180−0.5% | Reduced |
| Anchor Investment Management, LLC | 34,617 | $7.11M | 0.66% | −846−2.4% | Reduced |
| DF Dent & Co Inc | 34,545 | $7.10M | 0.09% | −200−0.6% | Reduced |
| Baxter Bros Inc | 34,445 | $7.08M | 0.93% | −373−1.1% | Reduced |
| Woodline Partners LP | 34,166 | $7.02M | 0.05% | +34,166 | New |
| AdvisorShares Investments LLC | 34,141 | $7.01M | 1.35% | −10,618−23.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 34,136 | $7.01M | 0.37% | −1,218−3.4% | Reduced |
| Nicollet Investment Management, Inc. | 34,122 | $7.01M | 2.41% | −176−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 33,981 | $6.98M | 0.02% | +5,727+20.3% | Added |
| Compass Wealth Management LLC | 33,968 | $6.98M | 1.68% | −1,216−3.5% | Reduced |
| First Western Trust Bank | 33,838 | $6.95M | 0.32% | −261−0.8% | Reduced |
| Nilsine Partners, LLC | 33,814 | $6.95M | 0.74% | +157+0.5% | Added |
| HGK Asset Management Inc | 33,776 | $6.94M | 1.28% | −3,480−9.3% | Reduced |
| Morningstar Investment Services LLC | 33,575 | $6.90M | 0.63% | −340,371−91.0% | Reduced |
| Snowden Capital Advisors LLC | 33,525 | $6.89M | 0.21% | −447−1.3% | Reduced |
| Glenview Trust Co | 33,349 | $6.85M | 0.13% | +2,307+7.4% | Added |
| Group One Trading, L.P. | 33,344 | $6.85M | 0.23% | +31,206+1,459.6% | Added |
| Sandler Capital Management | 33,215 | $6.82M | 1.12% | +31,215+1,560.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 33,045 | $6.79M | 0.44% | +8,909+36.9% | Added |
| NewSquare Capital LLC | 32,891 | $6.76M | 0.54% | +1,970+6.4% | Added |
| Bey-Douglas LLC | 32,560 | $6.69M | 5.76% | −83−0.3% | Reduced |
| Bull Street Advisors, LLC | 32,160 | $6.61M | 3.18% | 00.0% | Unchanged |
| SFE Investment Counsel | 32,151 | $6.60M | 1.40% | −1,338−4.0% | Reduced |
| Argent Trust Co | 32,130 | $6.60M | 0.27% | −868−2.6% | Reduced |
| MUFG Securities EMEA plc | 31,999 | $6.57M | 0.12% | +31,999 | New |
| Ieq Capital, LLC | 31,794 | $6.53M | 0.06% | +90.0% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $6.48M | 0.88% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 31,392 | $6.45M | 0.07% | +1,347+4.5% | Added |
| NorthCrest Asset Manangement, LLC | 31,264 | $6.42M | 0.19% | −1,040−3.2% | Reduced |
| Matrix Asset Advisors Inc | 31,264 | $6.42M | 0.70% | −4,707−13.1% | Reduced |
| Stone Run Capital, LLC | 31,100 | $6.39M | 2.51% | −825−2.6% | Reduced |
| River & Mercantile Asset Management LLP | 30,933 | $6.36M | 1.23% | −23,178−42.8% | Reduced |
| Captrust Financial Advisors | 30,956 | $6.36M | 0.02% | −437−1.4% | Reduced |
| Nomura Holdings Inc | 30,951 | $6.36M | 0.03% | +19,609+172.9% | Added |
| TD Waterhouse Canada Inc. | 30,827 | $6.34M | 0.05% | −10,137−24.7% | Reduced |
| Louisiana State Employees Retirement System | 30,600 | $6.29M | 0.12% | −1,800−5.6% | Reduced |
| Securian Asset Management, Inc | 30,576 | $6.28M | 0.18% | −1,266−4.0% | Reduced |
| Maryland State Retirement & Pension System | 30,565 | $6.28M | 0.14% | −2,589−7.8% | Reduced |
| Meridian Management Co | 30,555 | $6.28M | 1.65% | −2,556−7.7% | Reduced |
| Private Advisor Group, LLC | 30,349 | $6.23M | 0.04% | +9,828+47.9% | Added |
| Buffington Mohr McNeal | 30,283 | $6.22M | 1.03% | −2,574−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 29,878 | $6.14M | 0.12% | +15,956+114.6% | Added |
| Omers Administration Corp | 29,845 | $6.13M | 0.05% | +6,214+26.3% | Added |
| Monarch Capital Management Inc | 29,794 | $6.12M | 1.68% | −466−1.5% | Reduced |
| Otter Creek Advisors, LLC | 29,728 | $6.11M | 4.20% | +101+0.3% | Added |
| Walleye Capital LLC | 29,694 | $6.10M | 0.06% | −2,272−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 29,400 | $6.04M | 0.05% | −92−0.3% | Reduced |
| Fiduciary Trust Co | 29,179 | $5.99M | 0.08% | +1,470+5.3% | Added |
| Lido Advisors, LLC | 29,119 | $5.98M | 0.04% | −35,442−54.9% | Reduced |
| Illinois Municipal Retirement Fund | 29,054 | $5.97M | 0.08% | +2,453+9.2% | Added |
| Vinva Investment Management Ltd | 28,777 | $5.94M | 0.23% | +3,881+15.6% | Added |
| HB Wealth Management, LLC | 28,783 | $5.91M | 0.06% | +886+3.2% | Added |
| Fairvoy Private Wealth, LLC | 28,747 | $5.91M | 1.57% | +28,747 | New |
| Resources Investment Advisors, LLC. | 28,584 | $5.87M | 0.07% | +1,860+7.0% | Added |
| Silphium Asset Management Ltd | 28,451 | $5.84M | 2.13% | +3,938+16.1% | Added |
| Savant Capital, LLC | 28,385 | $5.83M | 0.05% | −3,886−12.0% | Reduced |
| Taylor Financial Group, Inc. | 28,242 | $5.80M | 4.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 28,161 | $5.78M | 0.37% | +23,403+491.9% | Added |
| Capitolis Liquid Global Markets LLC | 28,150 | $5.78M | 0.06% | −8,000−22.1% | Reduced |
| Geneva Partners, LLC | 27,981 | $5.75M | 2.33% | −200−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,931 | $5.74M | 0.08% | +233+0.8% | Added |
| Capital City Trust Co | 27,887 | $5.73M | 1.43% | +305+1.1% | Added |
| Ashton Thomas Securities, LLC | 27,867 | $5.72M | 1.57% | +608+2.2% | Added |
| Timber Creek Capital Management LLC | 27,814 | $5.71M | 1.65% | −480−1.7% | Reduced |