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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 17,886 | $3.67M | 0.83% | −5,621−23.9% | Reduced |
| Hamilton Capital Partners Inc. | 17,848 | $3.67M | 0.27% | +2,766+18.3% | Added |
| CHB Investment Group, LLC | 17,566 | $3.61M | 1.96% | −396−2.2% | Reduced |
| AMG National Trust Bank | 17,541 | $3.61M | 0.10% | −3,111−15.1% | Reduced |
| GAMMA Investing LLC | 17,547 | $3.60M | 0.31% | +3,000+20.6% | Added |
| New Age Alpha Advisors, LLC | 17,472 | $3.59M | 0.15% | +17,368+16,700.0% | Added |
| Axxcess Wealth Management, LLC | 17,413 | $3.58M | 0.09% | −464−2.6% | Reduced |
| Coldstream Capital Management Inc | 17,289 | $3.55M | 0.08% | +2,870+19.9% | Added |
| Allstate Corp | 17,225 | $3.54M | 0.10% | +17,225 | New |
| Penobscot Investment Management Company, Inc. | 17,202 | $3.53M | 0.32% | −1,550−8.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,814 | $3.52M | 0.04% | +8,221+95.7% | Added |
| Sovereign's Capital Management, LLC | 16,954 | $3.48M | 2.22% | +16,954 | New |
| Condor Capital Management | 16,923 | $3.48M | 0.31% | −209−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,903 | $3.47M | 0.12% | +871+5.4% | Added |
| Bridges Investment Management Inc | 16,812 | $3.45M | 0.05% | −1,715−9.3% | Reduced |
| Portfolio Design Labs, LLC | 16,755 | $3.44M | 0.71% | +832+5.2% | Added |
| Pinnacle Associates Ltd | 16,737 | $3.44M | 0.05% | +69+0.4% | Added |
| Eads & Heald Wealth Management | 16,583 | $3.41M | 1.68% | −1,986−10.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,375 | $3.36M | 0.64% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 16,362 | $3.36M | 1.25% | +1,601+10.8% | Added |
| WESCAP Management Group, Inc. | 16,340 | $3.36M | 0.81% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,283 | $3.34M | 0.02% | +3,215+24.6% | Added |
| North Star Investment Management Corp. | 16,268 | $3.34M | 0.23% | +250+1.6% | Added |
| Albert D Mason Inc | 16,179 | $3.32M | 2.22% | −3,013−15.7% | Reduced |
| Argyle Capital Management Inc. | 16,003 | $3.29M | 1.30% | +480+3.1% | Added |
| Fairbanks Capital Management, Inc. | 15,977 | $3.28M | 2.04% | +196+1.2% | Added |
| We Are One Seven, LLC | 15,721 | $3.23M | 0.12% | +1,436+10.1% | Added |
| Salvus Wealth Management, LLC | 15,541 | $3.19M | 2.04% | −50−0.3% | Reduced |
| Resolute Capital Asset Partners LLC | 15,449 | $3.17M | 1.71% | +15,449 | New |
| Ameritas Advisory Services, LLC | 15,372 | $3.16M | 0.11% | +4,562+42.2% | Added |
| JB Capital LLC | 15,308 | $3.14M | 0.18% | −9,015−37.1% | Reduced |
| Longbow Finance SA | 15,157 | $3.11M | 0.34% | +718+5.0% | Added |
| Kendall Capital Management | 15,073 | $3.10M | 0.91% | −75−0.5% | Reduced |
| RDA Financial Network | 14,951 | $3.07M | 0.90% | +7,619+103.9% | Added |
| Meeder Advisory Services, Inc. | 14,904 | $3.06M | 0.19% | +14+0.1% | Added |
| Burney Co | 14,863 | $3.05M | 0.11% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 14,832 | $3.05M | 1.39% | +14,832 | New |
| Roundview Capital LLC | 14,821 | $3.04M | 0.21% | +611+4.3% | Added |
| Maxwell Wealth Strategies Inc. | 14,784 | $3.04M | 1.24% | −225−1.5% | Reduced |
| CAPROCK Group, Inc. | 14,730 | $3.03M | 0.10% | +708+5.0% | Added |
| City Holding Co | 14,718 | $3.02M | 0.43% | +841+6.1% | Added |
| Graphene Investments SAS | 14,700 | $3.02M | 2.09% | −5,200−26.1% | Reduced |
| Asio Capital, LLC | 14,639 | $3.01M | 0.57% | +215+1.5% | Added |
| Central Trust Co | 14,569 | $2.99M | 0.07% | +716+5.2% | Added |
| Integrated Wealth Concepts LLC | 14,482 | $2.97M | 0.03% | −311−2.1% | Reduced |
| Harrell Investment Partners, LLC | 14,312 | $2.94M | 0.82% | +15+0.1% | Added |
| Davenport & Co LLC | 14,262 | $2.93M | 0.02% | −20−0.1% | Reduced |
| Baldwin Investment Management, LLC | 14,200 | $2.92M | 0.38% | −7,145−33.5% | Reduced |
| Steel Peak Wealth Management LLC | 14,103 | $2.90M | 0.12% | +14,103 | New |
| Gabelli Funds LLC | 14,030 | $2.88M | 0.02% | −3,270−18.9% | Reduced |
| Tiaa Trust, National Association | 13,931 | $2.86M | 0.01% | +958+7.4% | Added |
| Greenleaf Trust | 13,928 | $2.86M | 0.03% | +1,863+15.4% | Added |
| Harbor Investment Advisory, LLC | 13,899 | $2.86M | 0.27% | −225−1.6% | Reduced |
| Cullen Investment Group, Ltd. | 13,819 | $2.84M | 0.42% | +78+0.6% | Added |
| Capital International Sarl | 13,816 | $2.84M | 0.07% | +3,816+38.2% | Added |
| Howland Capital Management LLC | 13,810 | $2.84M | 0.12% | +516+3.9% | Added |
| Wetherby Asset Management Inc | 13,606 | $2.79M | 0.13% | −1,198−8.1% | Reduced |
| Thoroughbred Financial Services, LLC | 13,570 | $2.79M | 0.17% | −150−1.1% | Reduced |
| Fayez Sarofim & Co | 13,544 | $2.78M | 0.01% | −300−2.2% | Reduced |
| Barry Investment Advisors, LLC | 13,513 | $2.78M | 0.89% | −2,493−15.6% | Reduced |
| Global Retirement Partners, LLC | 13,416 | $2.76M | 0.08% | +2,304+20.7% | Added |
| Hardy Reed LLC | 13,398 | $2.75M | 0.24% | +20+0.1% | Added |
| Passumpsic Savings Bank | 13,328 | $2.74M | 1.71% | −366−2.7% | Reduced |
| MTM Investment Management, LLC | 13,305 | $2.73M | 1.05% | −17−0.1% | Reduced |
| United Services Automobile Association | 13,208 | $2.71M | 0.09% | −345−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 13,090 | $2.69M | 0.05% | +3,318+34.0% | Added |
| Prudential PLC | 13,063 | $2.68M | 0.01% | −33,757−72.1% | Reduced |
| Bamco Inc | 13,000 | $2.67M | 0.01% | −300−2.3% | Reduced |
| Dakota Wealth Management | 12,989 | $2.67M | 0.06% | +375+3.0% | Added |
| Signaturefd, LLC | 12,967 | $2.66M | 0.05% | +363+2.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,956 | $2.66M | 0.97% | −581−4.3% | Reduced |
| Citizens Financial Group Inc | 12,933 | $2.66M | 0.05% | +109+0.8% | Added |
| Aviso Financial Inc. | 12,891 | $2.65M | 0.13% | −2,674−17.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,858 | $2.64M | 0.68% | −509−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,850 | $2.64M | 0.63% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $2.62M | 0.10% | 00.0% | Unchanged |
| Unique Wealth, LLC | 12,753 | $2.62M | 0.55% | +1,038+8.9% | Added |
| Wealthspire Advisors, LLC | 12,721 | $2.61M | 0.03% | −796−5.9% | Reduced |
| Sagespring Wealth Partners, LLC | 12,687 | $2.61M | 0.07% | +12,687 | New |
| HighPoint Advisor Group LLC | 11,385 | $2.61M | 0.14% | +334+3.0% | Added |
| Johnson Financial Group, Inc. | 12,052 | $2.60M | 0.12% | +6,259+108.0% | Added |
| Sabal Trust CO | 12,666 | $2.60M | 0.15% | +28+0.2% | Added |
| GLOBALT Investments LLC | 12,607 | $2.59M | 0.10% | −178−1.4% | Reduced |
| Midwest Professional Planners, LTD. | 12,579 | $2.58M | 0.77% | +458+3.8% | Added |
| Sawyer & Company, Inc | 12,568 | $2.58M | 0.96% | +180+1.5% | Added |
| EP Wealth Advisors, LLC | 12,559 | $2.58M | 0.02% | +186+1.5% | Added |
| Cresset Asset Management, LLC | 12,469 | $2.56M | 0.01% | −30,972−71.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,428 | $2.55M | 0.52% | +191+1.6% | Added |
| Annex Advisory Services, LLC | 12,414 | $2.55M | 0.08% | −458−3.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,371 | $2.54M | 1.12% | −558−4.3% | Reduced |
| Concurrent Investment Advisors, LLC | 12,311 | $2.53M | 0.07% | −31−0.3% | Reduced |
| Palisade Asset Management, LLC | 12,250 | $2.52M | 0.26% | −20.0% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $2.52M | 0.30% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,111 | $2.49M | 0.24% | +44+0.4% | Added |
| Prelude Capital Management, LLC | 12,102 | $2.49M | 0.21% | −8,975−42.6% | Reduced |
| Barbara Oil Co. | 12,000 | $2.47M | 1.02% | 00.0% | Unchanged |
| Allianz SE | 11,944 | $2.46M | 0.06% | +1,241+11.6% | Added |
| Covey Capital Advisors, LLC | 11,983 | $2.46M | 2.80% | −594−4.7% | Reduced |
| Lindbrook Capital, LLC | 11,940 | $2.45M | 0.22% | +31+0.3% | Added |
| Benchmark Investment Advisors LLC | 11,898 | $2.44M | 1.59% | +218+1.9% | Added |