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 |
|---|---|---|---|---|---|
| EagleClaw Capital Managment, LLC | 27,785 | $5.71M | 0.90% | −300−1.1% | Reduced |
| Ascent Group, LLC | 27,679 | $5.69M | 0.43% | +1,443+5.5% | Added |
| Horan Capital Advisors, LLC. | 27,626 | $5.67M | 1.91% | −340−1.2% | Reduced |
| Robbins Farley LLC | 27,567 | $5.66M | 2.76% | +1,288+4.9% | Added |
| New Mexico Educational Retirement Board | 27,416 | $5.63M | 0.19% | −1,200−4.2% | Reduced |
| Clayton Partners LLC | 27,349 | $5.62M | 3.89% | −204−0.7% | Reduced |
| Principal Securities, Inc. | 27,317 | $5.61M | 0.13% | +1,565+6.1% | Added |
| Dempze Nancy E | 27,283 | $5.60M | 3.24% | −843−3.0% | Reduced |
| Advisory Services Network, LLC | 26,795 | $5.50M | 0.10% | −632−2.3% | Reduced |
| Graypoint LLC | 26,735 | $5.49M | 0.33% | −342−1.3% | Reduced |
| FFT Wealth Management LLC | 26,725 | $5.49M | 0.41% | +62+0.2% | Added |
| South State Corp. | 26,681 | $5.48M | 0.36% | −1,175−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,485 | $5.44M | 0.20% | −3,313−11.1% | Reduced |
| E. Ohman J:or Asset Management AB | 26,100 | $5.36M | 0.12% | +2,150+9.0% | Added |
| Meridian Wealth Advisors, LLC | 25,819 | $5.30M | 0.87% | −541−2.1% | Reduced |
| Plato Investment Management Ltd | 25,382 | $5.23M | 0.38% | +3,892+18.1% | Added |
| Jag Capital Management, LLC | 25,187 | $5.17M | 0.72% | +263+1.1% | Added |
| First Financial Bank - Trust Division | 25,160 | $5.17M | 0.48% | +451+1.8% | Added |
| BancorpSouth Bank | 25,132 | $5.16M | 0.35% | −90.0% | Reduced |
| Norinchukin Bank, The | 24,882 | $5.11M | 0.11% | +1,566+6.7% | Added |
| Elefante Mark B | 24,695 | $5.07M | 4.63% | +24,695 | New |
| Keeler Thomas Management LLC | 24,616 | $5.06M | 1.80% | −1,056−4.1% | Reduced |
| Marex Group plc | 24,514 | $5.04M | 0.09% | −237−1.0% | Reduced |
| XTX Topco Ltd | 24,451 | $5.02M | 0.42% | +11,582+90.0% | Added |
| Canada Post Corp Registered Pension Plan | 24,234 | $4.98M | 0.29% | +24,234 | New |
| Avantax Advisory Services, Inc. | 24,223 | $4.98M | 0.03% | +697+3.0% | Added |
| Keel Point, LLC | 24,202 | $4.97M | 0.40% | −3,458−12.5% | Reduced |
| Horizon Investment Services, LLC | 24,159 | $4.96M | 2.11% | +1,617+7.2% | Added |
| GWM Advisors LLC | 23,917 | $4.91M | 0.03% | +785+3.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 23,871 | $4.90M | 0.58% | +22,977+2,570.1% | Added |
| Concentric Capital Strategies, LP | 23,414 | $4.81M | 0.30% | +23,414 | New |
| Metis Global Partners, LLC | 23,253 | $4.78M | 0.14% | +555+2.4% | Added |
| Indiana Trust & Investment Management CO | 23,152 | $4.76M | 1.62% | −331−1.4% | Reduced |
| Stephens Inc | 23,097 | $4.74M | 0.07% | −6,014−20.7% | Reduced |
| Capital Analysts, LLC | 23,000 | $4.72M | 0.19% | −580−2.5% | Reduced |
| Becker Capital Management Inc | 23,000 | $4.72M | 0.15% | −270−1.2% | Reduced |
| Acadian Asset Management LLC | 22,986 | $4.72M | 0.01% | +14,639+175.4% | Added |
| Consolidated Planning Corp | 22,794 | $4.68M | 0.64% | +321+1.4% | Added |
| Van Eck Associates Corp | 22,699 | $4.66M | 0.01% | +594+2.7% | Added |
| Ofi Invest Asset Management | 23,445 | $4.65M | 0.11% | +23,445 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,571 | $4.64M | 0.25% | 00.0% | Unchanged |
| Ami Investment Management Inc | 22,503 | $4.62M | 1.50% | −4,051−15.3% | Reduced |
| BKD Wealth Advisors, LLC | 22,383 | $4.60M | 0.11% | −1,014−4.3% | Reduced |
| CWM, LLC | 22,356 | $4.59M | 0.02% | −866−3.7% | Reduced |
| Broyhill Asset Management | 22,305 | $4.58M | 4.04% | +22,305 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,300 | $4.58M | 0.67% | +300+1.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 22,293 | $4.58M | 0.34% | +2,353+11.8% | Added |
| First National Advisers, LLC | 22,169 | $4.55M | 0.74% | +562+2.6% | Added |
| Brown, Lisle/Cummings, Inc. | 22,151 | $4.55M | 1.36% | −999−4.3% | Reduced |
| Peddock Capital Advisors, LLC | 22,140 | $4.55M | 1.09% | −397−1.8% | Reduced |
| Birch Capital Management, LLC | 22,091 | $4.54M | 2.28% | +73+0.3% | Added |
| Anderson Hoagland & Co | 21,630 | $4.51M | 0.46% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 21,958 | $4.51M | 0.16% | −112−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 21,754 | $4.48M | 1.53% | −585−2.6% | Reduced |
| Trust Co of Oklahoma | 21,798 | $4.48M | 1.43% | −526−2.4% | Reduced |
| Moors & Cabot, Inc. | 21,752 | $4.47M | 0.21% | +122+0.6% | Added |
| Cornerstone Advisors, LLC | 21,500 | $4.42M | 0.18% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 21,391 | $4.39M | 1.99% | −761−3.4% | Reduced |
| Wisconsin Capital Management LLC | 21,303 | $4.38M | 2.41% | +128+0.6% | Added |
| Soltis Investment Advisors LLC | 20,861 | $4.29M | 0.40% | +18,651+843.9% | Added |
| Hohimer Wealth Management, LLC | 20,830 | $4.28M | 0.81% | +78+0.4% | Added |
| First National Bank of Omaha | 20,737 | $4.26M | 0.28% | −1,594−7.1% | Reduced |
| Sumitomo Life Insurance Co | 20,688 | $4.25M | 0.08% | +1,626+8.5% | Added |
| Mission Wealth Management, LP | 20,621 | $4.24M | 0.10% | +298+1.5% | Added |
| Vestcor Inc | 20,612 | $4.23M | 0.14% | +9,255+81.5% | Added |
| Siemens Fonds Invest GmbH | 20,458 | $4.22M | 0.44% | +136+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,530 | $4.22M | 0.12% | −11,265−35.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 20,450 | $4.20M | 0.39% | +10,450+104.5% | Added |
| Empirical Finance, LLC | 20,396 | $4.19M | 0.24% | −268−1.3% | Reduced |
| Park Avenue Securities LLC | 20,367 | $4.18M | 0.04% | +4,745+30.4% | Added |
| Alpha Cubed Investments, LLC | 20,322 | $4.17M | 0.19% | −700−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 20,152 | $4.14M | 0.05% | +1,893+10.4% | Added |
| KLCM Advisors, Inc. | 20,123 | $4.13M | 0.48% | −120−0.6% | Reduced |
| Davidson Capital Management Inc. | 20,103 | $4.13M | 1.09% | +106+0.5% | Added |
| Altrafin AG | 20,000 | $4.11M | 1.42% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 19,958 | $4.10M | 1.71% | +89+0.4% | Added |
| Cox Capital Mgt LLC | 19,913 | $4.09M | 2.63% | −16,903−45.9% | Reduced |
| Merit Financial Group, LLC | 19,803 | $4.07M | 0.07% | +11,783+146.9% | Added |
| Everence Capital Management Inc | 19,746 | $4.06M | 0.26% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19,719 | $4.05M | 0.01% | +1,605+8.9% | Added |
| Bleakley Financial Group, LLC | 19,612 | $4.03M | 0.12% | +684+3.6% | Added |
| Apollon Wealth Management, LLC | 19,575 | $4.02M | 0.09% | +769+4.1% | Added |
| Campbell Newman Asset Management Inc | 19,561 | $4.02M | 0.32% | −175−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,475 | $4.00M | 0.05% | +16,897+655.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 19,168 | $3.94M | 1.22% | −542−2.7% | Reduced |
| Fulton Bank, N.A. | 19,161 | $3.94M | 0.15% | −3,024−13.6% | Reduced |
| Sterling Capital Management LLC | 19,097 | $3.92M | 0.05% | −567−2.9% | Reduced |
| Trinity Financial Advisors LLC | 19,014 | $3.92M | 1.49% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 19,000 | $3.90M | 0.69% | +2,000+11.8% | Added |
| Bryn Mawr Trust Co | 18,529 | $3.81M | 0.07% | +1,215+7.0% | Added |
| BDF-Gestion | 18,387 | $3.78M | 0.39% | −1,613−8.1% | Reduced |
| Hall Laurie J Trustee | 18,285 | $3.75M | 1.23% | −125−0.7% | Reduced |
| CenterBook Partners LP | 18,171 | $3.73M | 0.22% | +14,679+420.4% | Added |
| LaFleur & Godfrey LLC | 18,116 | $3.72M | 0.51% | +75+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 18,069 | $3.71M | 0.14% | +1,530+9.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,064 | $3.71M | 0.08% | −182−1.0% | Reduced |
| Ostrum Asset Management | 18,038 | $3.71M | 0.32% | +2,606+16.9% | Added |
| Berger Financial Group, Inc | 17,987 | $3.69M | 0.26% | −120−0.7% | Reduced |
| Ellenbecker Investment Group | 17,959 | $3.69M | 0.66% | −33−0.2% | Reduced |
| Robinson Value Management, Ltd. | 17,945 | $3.69M | 2.43% | −533−2.9% | Reduced |