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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 11,793 | $2.42M | 0.07% | +1,729+17.2% | Added |
| First Horizon Advisors, Inc. | 11,781 | $2.42M | 0.07% | −5,308−31.1% | Reduced |
| Independent Advisor Alliance | 11,780 | $2.42M | 0.03% | +1,966+20.0% | Added |
| Twin Capital Management Inc | 11,765 | $2.42M | 0.26% | −87−0.7% | Reduced |
| Hel Ved Capital Management Ltd | 11,750 | $2.41M | 0.74% | −2,500−17.5% | Reduced |
| V-Square Quantitative Management LLC | 11,697 | $2.40M | 0.34% | −116−1.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11,536 | $2.37M | 0.61% | +888+8.3% | Added |
| Harvey Capital Management Inc | 11,520 | $2.37M | 0.56% | −150−1.3% | Reduced |
| Arvest Investments, Inc. | 11,467 | $2.36M | 0.38% | −875−7.1% | Reduced |
| WealthShield Partners, LLC | 11,456 | $2.35M | 0.33% | −546−4.5% | Reduced |
| Chilton Investment Co LLC | 11,455 | $2.35M | 0.06% | +280+2.5% | Added |
| Signature Wealth Management Group | 11,441 | $2.35M | 0.94% | +377+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,412 | $2.34M | 0.09% | +666+6.2% | Added |
| Central Valley Advisors, LLC | 11,324 | $2.33M | 1.06% | +57+0.5% | Added |
| Anb Bank | 11,110 | $2.28M | 1.00% | +11,110 | New |
| Abundance Wealth Counselors | 11,108 | $2.28M | 0.50% | −203−1.8% | Reduced |
| Jacobi Capital Management LLC | 11,104 | $2.28M | 0.17% | +44+0.4% | Added |
| Knollwood Investment Advisory, LLC | 11,056 | $2.27M | 0.24% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10,857 | $2.23M | 0.41% | +23+0.2% | Added |
| Main Street Financial Solutions, LLC | 10,852 | $2.23M | 0.22% | −1,684−13.4% | Reduced |
| Great Lakes Advisors, LLC | 10,845 | $2.23M | 0.02% | +858+8.6% | Added |
| AustralianSuper Pty Ltd | 10,840 | $2.23M | 0.01% | +2,236+26.0% | Added |
| Worth Asset Management, LLC | 10,834 | $2.23M | 1.19% | +10,834 | New |
| Wexford Capital LP | 10,794 | $2.22M | 0.57% | +2,375+28.2% | Added |
| Cypress Advisory Group LLC | 10,785 | $2.22M | 2.04% | +10,785 | New |
| AdvisorNet Financial, Inc | 10,708 | $2.20M | 0.18% | −88−0.8% | Reduced |
| Legacy Advisors, LLC | 10,665 | $2.19M | 0.21% | +111+1.1% | Added |
| ICW Investment Advisors LLC | 10,571 | $2.17M | 0.91% | +473+4.7% | Added |
| Benjamin Edwards Inc | 10,569 | $2.17M | 0.03% | −1,053−9.1% | Reduced |
| Bokf, NA | 10,808 | $2.17M | 0.04% | +8+0.1% | Added |
| Empowered Funds, LLC | 10,492 | $2.16M | 0.03% | +1,164+12.5% | Added |
| Donoghue Forlines LLC | 10,474 | $2.15M | 0.72% | +10,474 | New |
| Change Path, LLC | 10,326 | $2.12M | 0.06% | +1,238+13.6% | Added |
| Smithfield Trust Co | 10,156 | $2.08M | 0.10% | +370+3.8% | Added |
| Wedbush Securities Inc | 10,099 | $2.08M | 0.07% | +149+1.5% | Added |
| Embree Financial Group | 10,100 | $2.07M | 0.35% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10,093 | $2.07M | 0.00% | −14,810−59.5% | Reduced |
| Patient Capital Management, LLC | 10,042 | $2.06M | 0.10% | −122,828−92.4% | Reduced |
| Qtron Investments LLC | 9,987 | $2.05M | 0.29% | −841−7.8% | Reduced |
| Bray Capital Advisors | 9,983 | $2.05M | 0.55% | −255−2.5% | Reduced |
| Central Pacific Bank - Trust Division | 9,913 | $2.04M | 0.27% | −620−5.9% | Reduced |
| Level Four Advisory Services, LLC | 9,838 | $2.02M | 0.08% | +377+4.0% | Added |
| Unique Wealth Strategies, LLC | 9,826 | $2.02M | 0.89% | +2,391+32.2% | Added |
| Johnson Investment Counsel Inc | 9,811 | $2.02M | 0.02% | +414+4.4% | Added |
| Manchester Capital Management LLC | 9,782 | $2.01M | 0.23% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,775 | $2.01M | 0.35% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 9,756 | $2.00M | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 9,749 | $2.00M | 0.01% | −856−8.1% | Reduced |
| Greenland Capital Management LP | 9,729 | $2.00M | 0.40% | −10,306−51.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.93M | 0.55% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9,362 | $1.92M | 0.05% | +654+7.5% | Added |
| Pitcairn Co | 9,321 | $1.91M | 0.11% | −322−3.3% | Reduced |
| Dorchester Wealth Management Co | 9,247 | $1.90M | 0.38% | −50−0.5% | Reduced |
| First Interstate Bank | 9,162 | $1.88M | 0.11% | −119−1.3% | Reduced |
| Smartleaf Asset Management LLC | 9,111 | $1.88M | 0.19% | +1,229+15.6% | Added |
| Miracle Mile Advisors, LLC | 9,097 | $1.87M | 0.04% | +402+4.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,090 | $1.87M | 0.14% | +9,090 | New |
| Westover Capital Advisors, LLC | 9,082 | $1.87M | 0.41% | +2,708+42.5% | Added |
| Focus Financial Network, Inc. | 9,079 | $1.87M | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,032 | $1.86M | 0.03% | +9,032 | New |
| National Asset Management, Inc. | 9,028 | $1.85M | 0.06% | −409−4.3% | Reduced |
| Umb Bank N A | 9,022 | $1.85M | 0.03% | −5,574−38.2% | Reduced |
| Maytus Capital Management, LLC | 9,000 | $1.85M | 0.65% | +9,000 | New |
| Archford Capital Strategies, LLC | 8,999 | $1.85M | 0.28% | +57+0.6% | Added |
| Ifrah Financial Services, Inc. | 8,966 | $1.84M | 0.51% | −369−4.0% | Reduced |
| Callahan Advisors, LLC | 8,960 | $1.84M | 0.17% | −25−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,950 | $1.84M | 0.03% | +32+0.4% | Added |
| Equitable Holdings, Inc. | 8,929 | $1.83M | 0.02% | −577−6.1% | Reduced |
| Frank, Rimerman Advisors LLC | 8,905 | $1.83M | 0.13% | +2,993+50.6% | Added |
| Moloney Securities Asset Management, LLC | 8,851 | $1.82M | 0.24% | −1,327−13.0% | Reduced |
| Key Financial Inc | 8,834 | $1.81M | 0.41% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,827 | $1.81M | 0.97% | +8,827 | New |
| Brookstone Capital Management | 8,822 | $1.81M | 0.03% | −31,484−78.1% | Reduced |
| Harbor Capital Advisors, Inc. | 8,796 | $1.81M | 0.08% | −6,652−43.1% | Reduced |
| Profund Advisors LLC | 8,792 | $1.81M | 0.07% | −306−3.4% | Reduced |
| Oddo BHF Asset Management SAS | 8,791 | $1.81M | 0.09% | +113+1.3% | Added |
| Moneta Group Investment Advisors LLC | 8,787 | $1.81M | 0.03% | +6+0.1% | Added |
| Brown Brothers Harriman & Co | 8,658 | $1.78M | 0.01% | +478+5.8% | Added |
| Owen LaRue, LLC | 8,620 | $1.77M | 0.93% | −9−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 8,610 | $1.77M | 0.06% | −103−1.2% | Reduced |
| Vise Technologies, Inc. | 8,578 | $1.76M | 0.15% | +2,488+40.9% | Added |
| Wellington Wealth Strategies, LLC. | 7,641 | $1.76M | 1.61% | +7,641 | New |
| Lebenthal Global Advisors, LLC | 8,523 | $1.75M | 0.32% | +95+1.1% | Added |
| Quantitative Investment Management, LLC | 8,449 | $1.74M | 0.13% | +8,449 | New |
| Granite Investment Partners, LLC | 8,440 | $1.73M | 0.07% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,398 | $1.73M | 0.22% | +8,398 | New |
| Veracity Capital LLC | 8,374 | $1.72M | 0.63% | −1,432−14.6% | Reduced |
| Centurion Wealth Management LLC | 8,365 | $1.72M | 0.54% | −463−5.2% | Reduced |
| Abacus Planning Group, Inc. | 8,364 | $1.72M | 0.30% | 00.0% | Unchanged |
| Chicago Capital, LLC | 8,360 | $1.72M | 0.05% | +4,809+135.4% | Added |
| Landaas & Co | 8,359 | $1.72M | 0.48% | −202−2.4% | Reduced |
| Integral Investment Advisors, Inc. | 8,352 | $1.72M | 0.56% | −84−1.0% | Reduced |
| Cooper Financial Group | 8,280 | $1.70M | 0.20% | −253−3.0% | Reduced |
| Moody National Bank Trust Division | 8,269 | $1.70M | 0.18% | −526−6.0% | Reduced |
| LSV Asset Management | 8,232 | $1.69M | 0.00% | −61,368−88.2% | Reduced |
| Entropy Technologies, LP | 8,225 | $1.69M | 0.17% | +8,225 | New |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.83% | 00.0% | Unchanged |
| Caption Management, LLC | 8,200 | $1.68M | 0.07% | +4,750+137.7% | Added |
| Lionsbridge Wealth Management LLC | 8,193 | $1.68M | 1.41% | −788−8.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,169 | $1.68M | 0.05% | −658−7.5% | Reduced |