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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 2,240 | $227.0K | 0.00% | −10−0.4% | Reduced |
| CoreCap Advisors, LLC | 2,260 | $229.0K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,255 | $229.0K | 0.09% | +2,255 | New |
| BSW Wealth Partners | 2,269 | $230.0K | 0.06% | +2,269 | New |
| Chickasaw Capital Management LLC | 2,274 | $231.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,277 | $231.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,290 | $232.0K | 0.06% | −800−25.9% | Reduced |
| Centaurus Financial, Inc. | 2,307 | $234.0K | 0.02% | −271−10.5% | Reduced |
| Greenwich Investment Management, Inc. | 2,303 | $234.0K | 0.14% | −205−8.2% | Reduced |
| Aveo Capital Partners, LLC | 2,308 | $234.0K | 0.04% | +2,308 | New |
| TD Private Client Wealth LLC | 2,312 | $234.4K | 0.01% | −50−2.1% | Reduced |
| Tran Capital Management, L.P. | 2,342 | $237.0K | 0.02% | −5,497−70.1% | Reduced |
| Congress Wealth Management LLC | 2,364 | $240.0K | 0.01% | −331−12.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $241.0K | 0.12% | 00.0% | Unchanged |
| Holderness Investments Co | 2,385 | $242.0K | 0.08% | −300−11.2% | Reduced |
| Two Sigma Securities, LLC | 2,397 | $243.0K | 0.03% | −1,371−36.4% | Reduced |
| Arrow Financial Corp | 2,400 | $243.0K | 0.03% | −75−3.0% | Reduced |
| Corundum Group, Inc. | 2,400 | $243.0K | 0.23% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,400 | $243.0K | 0.15% | +2,400 | New |
| Capstone Investment Advisors, LLC | 2,412 | $245.0K | 0.01% | −156,003−98.5% | Reduced |
| Trust Co of Virginia | 2,420 | $245.0K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,422 | $246.0K | 0.06% | +91+3.9% | Added |
| One Wealth Advisors, LLC | 2,423 | $246.0K | 0.06% | +2,423 | New |
| Duality Advisers, LP | 2,428 | $246.0K | 0.03% | +2,428 | New |
| Putnam Investments LLC | 2,431 | $247.0K | 0.00% | −66−2.6% | Reduced |
| Janney Capital Management LLC | 2,440 | $247.0K | 0.02% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,434 | $247.0K | 0.02% | +71+3.0% | Added |
| Arete Wealth Advisors, LLC | 2,446 | $248.0K | 0.02% | −89−3.5% | Reduced |
| Univest Financial Corp | 2,453 | $249.0K | 0.07% | −35,462−93.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $250.0K | 0.04% | −142−5.5% | Reduced |
| Graham Capital Management, L.P. | 2,513 | $254.0K | 0.01% | +2,513 | New |
| Carlson Capital Management | 2,517 | $255.0K | 0.02% | −24−0.9% | Reduced |
| Leavell Investment Management, Inc. | 2,545 | $258.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $258.0K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,651 | $260.0K | 0.02% | +355+15.5% | Added |
| WealthPlan Investment Management, LLC | 2,651 | $260.0K | 0.02% | +2,651 | New |
| Investors Asset Management of Georgia Inc | 2,582 | $262.0K | 0.13% | −151−5.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,609 | $262.0K | 0.05% | +2,609 | New |
| Marcum Wealth, LLC | 2,595 | $263.0K | 0.04% | +540+26.3% | Added |
| DuPont Capital Management Corp | 2,599 | $264.0K | 0.01% | −1,210−31.8% | Reduced |
| Heron Financial Group, LLC | 2,599 | $264.0K | 0.14% | −270−9.4% | Reduced |
| Dearborn Partners LLC | 2,600 | $264.0K | 0.01% | +200+8.3% | Added |
| Hazlett, Burt & Watson, Inc. | 2,610 | $265.0K | 0.21% | +2,610 | New |
| Norwood Financial Corp | 2,625 | $266.0K | 0.39% | −200−7.1% | Reduced |
| FDx Advisors, Inc. | 2,624 | $266.0K | 0.01% | +28+1.1% | Added |
| Lifeworks Advisors, LLC | 2,634 | $267.0K | 0.18% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,572 | $269.0K | 0.03% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,675 | $271.0K | 0.11% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,668 | $271.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,675 | $271.0K | 0.14% | +99+3.8% | Added |
| Old Port Advisors | 2,637 | $272.0K | 0.09% | −60−2.2% | Reduced |
| Money Concepts Capital Corp | 2,687 | $272.0K | 0.02% | +2,687 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $273.0K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,705 | $274.0K | 0.02% | +2,705 | New |
| MONECO Advisors, LLC | 2,714 | $275.0K | 0.10% | −4−0.1% | Reduced |
| Marshall Financial Group LLC | 2,724 | $276.0K | 0.11% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,748 | $276.0K | 0.13% | +160+6.2% | Added |
| Boothbay Fund Management, LLC | 2,719 | $276.0K | 0.01% | +2,719 | New |
| Front Barnett Associates LLC | 2,730 | $277.0K | 0.03% | −825−23.2% | Reduced |
| Investment Management of Virginia LLC | 2,730 | $277.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $278.0K | 0.00% | −198−6.7% | Reduced |
| Sawtooth Solutions, LLC | 2,752 | $279.0K | 0.03% | −4,270−60.8% | Reduced |
| Exane Derivatives | 2,757 | $279.5K | 0.08% | −311−10.1% | Reduced |
| Apollon Wealth Management, LLC | 2,763 | $280.0K | 0.02% | −1,520−35.5% | Reduced |
| Clearwater Capital Advisors, LLC | 2,770 | $281.0K | 0.03% | −50−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 2,801 | $284.0K | 0.01% | +2,801 | New |
| Parallel Advisors, LLC | 2,793 | $285.0K | 0.01% | −1,648−37.1% | Reduced |
| DSC Advisors, L.P. | 2,815 | $285.0K | 0.23% | +2,815 | New |
| Cowa, LLC | 2,808 | $285.0K | 0.14% | +2,808 | New |
| Old National Bancorp | 2,824 | $286.0K | 0.01% | −49−1.7% | Reduced |
| CRA Financial Services, LLC | 2,843 | $288.0K | 0.09% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2,861 | $289.0K | 0.26% | +309+12.1% | Added |
| Ingalls & Snyder LLC | 2,870 | $291.0K | 0.01% | +15+0.5% | Added |
| Security Asset Management | 2,883 | $292.0K | 0.13% | −22,112−88.5% | Reduced |
| Epiq Partners, LLC | 2,880 | $292.0K | 0.16% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,923 | $294.0K | 0.05% | +27+0.9% | Added |
| Clear Street Markets LLC | 2,925 | $297.0K | 0.09% | +2,925 | New |
| Whittier Trust Co of Nevada Inc | 2,955 | $300.0K | 0.01% | +61+2.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,954 | $300.0K | 0.00% | +84+2.9% | Added |
| Cito Capital Group, LLC | 3,000 | $304.0K | 0.14% | −3,000−50.0% | Reduced |
| Stephenson National Bank & Trust | 2,995 | $304.0K | 0.18% | −4−0.1% | Reduced |
| Silphium Asset Management Ltd | 3,000 | $304.2K | 0.36% | +3,000 | New |
| Benjamin F. Edwards & Company, Inc. | 3,016 | $306.0K | 0.01% | +497+19.7% | Added |
| Summit Trail Advisors, LLC | 3,055 | $310.0K | 0.03% | +3,055 | New |
| Kestra Private Wealth Services, LLC | 3,069 | $311.0K | 0.02% | −124−3.9% | Reduced |
| Ellevest, Inc. | 3,076 | $312.0K | 0.03% | +289+10.4% | Added |
| Canandaigua National Corp | 3,082 | $313.0K | 0.05% | −996−24.4% | Reduced |
| Schmidt P J Investment Management Inc | 3,196 | $313.0K | 0.07% | −150−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $313.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,107 | $315.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,112 | $316.0K | 0.02% | −456−12.8% | Reduced |
| Penserra Capital Management LLC | 3,126 | $316.0K | 0.01% | +51+1.7% | Added |
| Seven Eight Capital, LP | 3,120 | $316.0K | 0.04% | +3,120 | New |
| NorthRock Partners, LLC | 3,139 | $318.0K | 0.03% | −43−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 3,138 | $318.0K | 0.02% | +63+2.0% | Added |
| Group One Trading, L.P. | 3,157 | $320.0K | 0.01% | +3,157 | New |
| ERn Financial, LLC | 3,162 | $321.0K | 0.07% | +16+0.5% | Added |
| Provident Trust Co | 3,184 | $323.0K | 0.01% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $324.5K | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,230 | $327.0K | 0.01% | −3,752−53.7% | Reduced |