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, Q1 2022
Institutional positions in Fiserv Inc as of Mar 31, 2022. 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
- 1,345
- −7 vs. Q4 2021
- Shares held
- 579.2M
- −12.6M (−2.1%) vs. Q4 2021
- Total value
- $58.7B
- −$2.68B (−4.4%) vs. Q4 2021
- New holders
- 103
- 502 more added
- Sold out
- 110
- 525 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curi Capital | 2 | $0 | 0.00% | −16−88.9% | Reduced |
| CNB Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $507 | 0.00% | – | – |
| TFC Financial Management | 14 | $1.00K | 0.00% | −37−72.5% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| First Bank & Trust | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | +10+111.1% | Added |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 30 | $3.00K | 0.00% | −138−82.1% | Reduced |
| Karlinski Andrew C | 34 | $3.00K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $3.50K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 35 | $4.00K | 0.00% | −35,010−99.9% | Reduced |
| FourThought Financial, LLC | 35 | $4.00K | 0.00% | −362−91.2% | Reduced |
| First Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $4.00K | 0.00% | +40 | New |
| Optiver Holding B.V. | 52 | $5.00K | 0.00% | −81−60.9% | Reduced |
| TSFG, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $5.00K | 0.00% | +53 | New |
| West Paces Advisors Inc. | 54 | $5.48K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 61 | $6.00K | 0.00% | −23−27.4% | Reduced |
| Northwest Investment Counselors, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 58 | $6.00K | 0.00% | +58 | New |
| Beacon Capital Management, LLC | 52 | $6.00K | 0.00% | +52 | New |
| Raffa Wealth Management, LLC | 63 | $6.39K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 67 | $7.00K | 0.00% | −15,078−99.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 70 | $7.00K | 0.00% | −5−6.7% | Reduced |
| Private Capital Group, LLC | 72 | $7.00K | 0.00% | −7−8.9% | Reduced |
| Aspire Private Capital, LLC | 82 | $8.00K | 0.00% | −60−42.3% | Reduced |
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 79 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 97 | $9.00K | 0.01% | −478−83.1% | Reduced |
| Creative Financial Designs Inc | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $11.0K | 0.00% | −1,027−90.4% | Reduced |
| Bedel Financial Consulting, Inc. | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 118 | $12.0K | 0.00% | −63−34.8% | Reduced |
| Cordasco Financial Network | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $13.0K | 0.01% | 00.0% | Unchanged |
| Motco | 136 | $14.0K | 0.00% | −95−41.1% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $14.0K | 0.00% | +28+25.9% | Added |
| Hanson & Doremus Investment Management | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | New |
| SJS Investment Consulting Inc. | 166 | $16.0K | 0.00% | +4+2.5% | Added |
| Hexagon Capital Partners LLC | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 178 | $18.0K | 0.00% | −168−48.6% | Reduced |
| AllSquare Wealth Management LLC | 181 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 178 | $18.0K | 0.00% | −318−64.1% | Reduced |
| Cedar Mountain Advisors, LLC | 184 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 212 | $21.0K | 0.01% | −5−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 209 | $21.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $21.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 236 | $24.0K | 0.01% | −141−37.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 238 | $24.0K | 0.00% | −91−27.7% | Reduced |
| Earnest Partners LLC | 246 | $25.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 245 | $25.0K | 0.00% | +17+7.5% | Added |
| Prestige Wealth Management Group LLC | 247 | $25.0K | 0.01% | +15+6.5% | Added |
| Pinnacle Bancorp, Inc. | 255 | $26.0K | 0.01% | +90+54.5% | Added |
| Versant Capital Management, Inc | 280 | $28.0K | 0.01% | −6−2.1% | Reduced |
| Riverview Trust Co | 285 | $29.0K | 0.02% | +285 | New |
| Sound Income Strategies, LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 294 | $30.0K | 0.01% | +147+100.0% | Added |
| Parkside Investments, LLC | 300 | $30.0K | 0.01% | +300 | New |
| Siena Capital LLC | 300 | $30.0K | 0.02% | +300 | New |
| MV Capital Management, Inc. | 303 | $31.0K | 0.00% | −12−3.8% | Reduced |
| Capital Advisors, Ltd. LLC | 303 | $31.0K | 0.01% | +11+3.8% | Added |
| Arlington Partners LLC | 315 | $32.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 326 | $33.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 345 | $35.0K | 0.00% | −30−8.0% | Reduced |
| Herold Advisors, Inc. | 350 | $35.5K | 0.01% | +350 | New |
| McIlrath & Eck, LLC | 352 | $36.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 361 | $37.0K | 0.01% | −186−34.0% | Reduced |
| Larson Financial Group LLC | 379 | $38.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 371 | $38.0K | 0.00% | +371 | New |
| Gradient Investments LLC | 400 | $41.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $41.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $41.0K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 424 | $42.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 460 | $45.0K | 0.01% | +400+666.7% | Added |