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 |
|---|---|---|---|---|---|
| McCarthy Grittinger Financial Group, LLC | 452 | $45.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 456 | $46.0K | 0.00% | +89+24.3% | Added |
| Gemmer Asset Management LLC | 491 | $49.0K | 0.01% | +4+0.8% | Added |
| JFS Wealth Advisors, LLC | 512 | $52.0K | 0.00% | +6+1.2% | Added |
| Private Ocean, LLC | 558 | $57.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $60.0K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $61.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $61.0K | 0.02% | +34+6.0% | Added |
| GHP Investment Advisors, Inc. | 600 | $61.0K | 0.00% | +600 | New |
| Financial Management Professionals, Inc. | 617 | $63.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 642 | $65.0K | 0.01% | +61+10.5% | Added |
| Optimum Investment Advisors | 650 | $66.0K | 0.03% | −430−39.8% | Reduced |
| Cambridge Trust Co | 677 | $69.0K | 0.00% | +180+36.2% | Added |
| West Branch Capital LLC | 730 | $74.0K | 0.04% | −40−5.2% | Reduced |
| Fred Alger Management, LLC | 745 | $76.0K | 0.00% | +97+15.0% | Added |
| Covestor Ltd | 745 | $76.0K | 0.05% | +361+94.0% | Added |
| Vectors Research Management, LLC | 770 | $78.0K | 0.02% | −22,808−96.7% | Reduced |
| Piscataqua Savings Bank | 786 | $79.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $81.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $81.0K | 0.04% | +500+166.7% | Added |
| Centiva Capital, LP | 798 | $81.0K | 0.00% | +798 | New |
| Laurel Wealth Advisors LLC | 818 | $83.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 828 | $84.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 871 | $88.0K | 0.00% | −643−42.5% | Reduced |
| Freedman Financial Associates, Inc. | 864 | $89.0K | 0.06% | 00.0% | Unchanged |
| TCWP LLC | 896 | $90.0K | 0.02% | +896 | New |
| Quent Capital, LLC | 955 | $97.0K | 0.02% | −25−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 963 | $98.0K | 0.00% | +590+158.2% | Added |
| Atwood & Palmer Inc | 1,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,001 | $102.0K | 0.02% | +842+529.6% | Added |
| Global Trust Asset Management, LLC | 1,033 | $105.0K | 0.04% | −53−4.9% | Reduced |
| Kenfarb & Co. | 1,050 | $106.0K | 0.08% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,050 | $106.5K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,077 | $109.0K | 0.00% | +30+2.9% | Added |
| Lindbrook Capital, LLC | 1,078 | $109.0K | 0.02% | +127+13.4% | Added |
| Proequities, Inc. | 1,104 | $112.0K | 0.01% | −2,593−70.1% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $112.0K | 0.17% | +1,100 | New |
| JNBA Financial Advisors | 1,114 | $113.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,143 | $116.0K | 0.02% | −56−4.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,148 | $116.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,182 | $120.0K | 0.02% | +633+115.3% | Added |
| Bank of New Hampshire | 1,190 | $121.0K | 0.03% | +1,190 | New |
| Zullo Investment Group, Inc. | 1,205 | $122.0K | 0.06% | +4+0.3% | Added |
| Deseret Mutual Benefit Administrators | 1,246 | $126.0K | 0.03% | −67−5.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,274 | $129.0K | 0.02% | −20−1.5% | Reduced |
| Arcadia Investment Management Corp | 1,284 | $130.0K | 0.02% | −1,368−51.6% | Reduced |
| Canada Pension Plan Investment Board | 1,293 | $131.0K | 0.00% | −3,219−71.3% | Reduced |
| Baystate Wealth Management LLC | 1,351 | $137.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 1,350 | $137.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,385 | $140.0K | 0.04% | −1−0.1% | Reduced |
| Sargent Bickham Lagudis LLC | 1,400 | $142.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,456 | $147.6K | 0.05% | −44−2.9% | Reduced |
| City State Bank | 1,460 | $148.0K | 0.09% | +109+8.1% | Added |
| Prospera Financial Services Inc | 1,532 | $155.0K | 0.01% | +1,532 | New |
| Bellevue Asset Management, LLC | 1,540 | $158.0K | 0.10% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,608 | $163.0K | 0.05% | −160−9.0% | Reduced |
| Parkside Financial Bank & Trust | 1,630 | $165.0K | 0.04% | −9,863−85.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,695 | $171.0K | 0.01% | −102−5.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,755 | $178.0K | 0.01% | +34+2.0% | Added |
| Compagnie Lombard Odier SCmA | 1,780 | $180.0K | 0.00% | −1,000−36.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,845 | $187.0K | 0.02% | +64+3.6% | Added |
| Boit C F David | 1,850 | $188.0K | 0.12% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,875 | $192.0K | 0.03% | +246+15.1% | Added |
| Claro Advisors LLC | 1,929 | $200.0K | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 1,982 | $201.0K | 0.05% | +42+2.2% | Added |
| Fiera Capital Corp | 1,993 | $202.0K | 0.00% | −2,091−51.2% | Reduced |
| Alphasimplex Group, LLC | 1,991 | $202.0K | 0.74% | −447−18.3% | Reduced |
| Physicians Financial Services, Inc. | 1,990 | $202.0K | 0.08% | +1,990 | New |
| Castleark Management LLC | 2,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $203.0K | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,012 | $204.0K | 0.04% | −78−3.7% | Reduced |
| LCNB Corp | 2,010 | $204.0K | 0.10% | −65−3.1% | Reduced |
| Meristem Family Wealth, LLC | 2,007 | $204.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 2,000 | $206.0K | 0.03% | +500+33.3% | Added |
| Ascent Wealth Partners, LLC | 2,050 | $208.0K | 0.04% | −45−2.1% | Reduced |
| Brighton Jones LLC | 2,050 | $208.0K | 0.01% | +10.0% | Added |
| LVZ Advisors, Inc. | 2,048 | $208.0K | 0.03% | 00.0% | Unchanged |
| De Burlo Group Inc | 2,063 | $209.2K | 0.04% | 00.0% | Unchanged |
| JLB & Associates Inc | 2,075 | $210.0K | 0.03% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,068 | $210.0K | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 2,124 | $210.0K | 0.00% | +2,124 | New |
| Badgley Phelps Wealth Managers, LLC | 2,100 | $213.0K | 0.01% | −125−5.6% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $213.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 2,116 | $215.0K | 0.01% | +2,116 | New |
| Chicago Partners Investment Group LLC | 2,296 | $216.0K | 0.02% | −786−25.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,131 | $216.0K | 0.00% | −10−0.5% | Reduced |
| Osterweis Capital Management Inc | 2,160 | $219.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,167 | $220.0K | 0.01% | −276−11.3% | Reduced |
| CVA Family Office, LLC | 2,180 | $221.0K | 0.05% | +280+14.7% | Added |
| Corrigan Financial, Inc. | 2,181 | $221.2K | 0.07% | +2,181 | New |
| Sepio Capital, LP | 2,188 | $222.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,196 | $223.0K | 0.04% | −220−9.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $223.0K | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,200 | $223.0K | 0.08% | 00.0% | Unchanged |
| American Trust | 2,200 | $223.0K | 0.01% | +2,200 | New |
| Telemus Capital, LLC | 2,210 | $224.0K | 0.02% | −4,116−65.1% | Reduced |
| Acadian Asset Management LLC | 2,216 | $224.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $226.0K | 0.09% | 00.0% | Unchanged |
| Ariel Investments, LLC | 2,232 | $226.0K | 0.00% | +2,232 | New |