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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 3,242 | $329.0K | 0.04% | −197−5.7% | Reduced |
| Essex Financial Services, Inc. | 3,260 | $331.0K | 0.03% | −60−1.8% | Reduced |
| Forte Capital LLC | 3,188 | $331.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,281 | $333.0K | 0.01% | −1,729−34.5% | Reduced |
| Beta Wealth Group, Inc. | 3,300 | $335.0K | 0.22% | +3,300 | New |
| Cooper Financial Group | 3,328 | $337.0K | 0.13% | +3,328 | New |
| Pflug Koory, LLC | 3,365 | $341.0K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,368 | $342.0K | 0.07% | +220+7.0% | Added |
| Gateway Investment Advisers LLC | 3,380 | $343.0K | 0.00% | +133+4.1% | Added |
| Pegasus Partners Ltd. | 3,395 | $344.0K | 0.06% | −455−11.8% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $344.8K | 0.09% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,402 | $345.0K | 0.15% | −589−14.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,412 | $346.0K | 0.01% | −413−10.8% | Reduced |
| First Manhattan Co | 3,480 | $352.0K | 0.00% | −600−14.7% | Reduced |
| Beacon Financial Group | 3,459 | $353.0K | 0.05% | −99−2.8% | Reduced |
| Riverbridge Partners LLC | 3,498 | $355.0K | 0.00% | −934−21.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,510 | $356.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,532 | $357.0K | 0.00% | +450+14.6% | Added |
| Sequoia Financial Advisors, LLC | 3,521 | $357.0K | 0.01% | +3,521 | New |
| WP Advisors, LLC | 3,523 | $357.0K | 0.15% | +3,523 | New |
| Boston Financial Mangement LLC | 3,599 | $365.0K | 0.01% | −168−4.5% | Reduced |
| Waypoint Capital Advisors, LLC | 3,599 | $365.0K | 0.21% | +599+20.0% | Added |
| Natixis Investment Managers International | 3,636 | $368.0K | 0.01% | +1,976+119.0% | Added |
| YHB Investment Advisors, Inc. | 3,654 | $371.0K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,667 | $371.0K | 0.16% | +811+28.4% | Added |
| TRUE Private Wealth Advisors | 3,667 | $376.0K | 0.05% | +102+2.9% | Added |
| Carnegie Capital Asset Management, LLC | 3,744 | $380.0K | 0.01% | −340−8.3% | Reduced |
| Financial Planning & Information Services, Inc. | 3,750 | $380.0K | 0.08% | +3,750 | New |
| Haverford Trust Co | 3,754 | $381.0K | 0.00% | −28−0.7% | Reduced |
| MAI Capital Management | 3,764 | $382.0K | 0.01% | +701+22.9% | Added |
| 9258 Wealth Management, LLC | 3,791 | $384.0K | 0.09% | +1,100+40.9% | Added |
| Personal Capital Advisors Corp | 3,794 | $385.0K | 0.00% | −738−16.3% | Reduced |
| Waycross Partners, LLC | 3,800 | $385.0K | 0.22% | +3,800 | New |
| Symmetry Partners, LLC | 3,849 | $390.0K | 0.02% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,856 | $391.0K | 0.08% | −54−1.4% | Reduced |
| Madrona Financial Services, LLC | 3,902 | $393.0K | 0.19% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,892 | $395.0K | 0.35% | +121+3.2% | Added |
| Hoylecohen, LLC | 3,895 | $395.0K | 0.03% | +490+14.4% | Added |
| Covey Capital Advisors, LLC | 3,913 | $397.0K | 0.41% | −81−2.0% | Reduced |
| World Equity Group, Inc. | 3,926 | $398.1K | 0.09% | +3,926 | New |
| K.J. Harrison & Partners Inc | 3,945 | $400.0K | 0.06% | +3,945 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $403.3K | 0.09% | +3,977 | New |
| Arden Trust Co | 3,980 | $404.0K | 0.08% | +952+31.4% | Added |
| Semmax Financial Advisors Inc. | 3,994 | $405.0K | 0.16% | −137−3.3% | Reduced |
| Vista Capital Partners, Inc. | 4,012 | $407.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,010 | $407.0K | 0.04% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,033 | $409.0K | 0.09% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $409.0K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,049 | $411.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,076 | $413.0K | 0.03% | −199−4.7% | Reduced |
| Bryn Mawr Trust Co | 4,076 | $413.0K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,088 | $414.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,084 | $414.0K | 0.01% | +423+11.6% | Added |
| Crumly & Associates Inc. | 4,088 | $415.0K | 0.16% | −13−0.3% | Reduced |
| Virginia National Bank | 4,100 | $416.0K | 0.47% | +4,100 | New |
| Smith, Moore & Co. | 4,132 | $419.0K | 0.06% | +47+1.2% | Added |
| Western Wealth Management, LLC | 4,131 | $419.0K | 0.02% | +1,757+74.0% | Added |
| Disciplined Growth Investors Inc | 4,142 | $420.0K | 0.01% | −691−14.3% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $421.0K | 0.17% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 4,180 | $423.9K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,178 | $424.0K | 0.00% | −1,990−32.3% | Reduced |
| Cutler Group LP | 4,191 | $424.0K | 0.04% | +161+4.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,170 | $424.5K | 0.00% | −6,839−62.1% | Reduced |
| EP Wealth Advisors, LLC | 4,209 | $427.0K | 0.01% | −1,470−25.9% | Reduced |
| Capital Investment Advisors, LLC | 4,221 | $428.0K | 0.01% | −89−2.1% | Reduced |
| Wambolt & Associates, LLC | 4,151 | $428.0K | 0.16% | −6−0.1% | Reduced |
| Park Avenue Securities LLC | 4,268 | $433.0K | 0.01% | +363+9.3% | Added |
| Tiemann Investment Advisors, LLC | 4,285 | $434.0K | 0.20% | −165−3.7% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $434.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,287 | $435.0K | 0.04% | −1,825−29.9% | Reduced |
| Tortoise Index Solutions, LLC | 4,287 | $435.0K | 0.08% | −747−14.8% | Reduced |
| Becker Capital Management Inc | 4,304 | $436.0K | 0.02% | −631−12.8% | Reduced |
| Monetary Management Group Inc | 4,300 | $436.0K | 0.12% | −350−7.5% | Reduced |
| Kovack Advisors, Inc. | 4,332 | $439.0K | 0.05% | +24+0.6% | Added |
| Opal Wealth Advisors, LLC | 4,334 | $439.0K | 0.38% | +740+20.6% | Added |
| Grandfield & Dodd, LLC | 4,328 | $440.0K | 0.03% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,380 | $444.0K | 0.21% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,389 | $445.0K | 0.09% | −6,255−58.8% | Reduced |
| Optas, LLC | 4,404 | $446.0K | 0.15% | −113−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,415 | $448.0K | 0.01% | −867−16.4% | Reduced |
| Santori & Peters | 4,442 | $450.0K | 0.25% | −465−9.5% | Reduced |
| US Asset Management LLC | 4,447 | $451.0K | 0.42% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,469 | $453.0K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,477 | $454.0K | 0.13% | +791+21.5% | Added |
| Condor Capital Management | 4,494 | $456.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,541 | $460.0K | 0.15% | +4,541 | New |
| Mutual Advisors, LLC | 4,549 | $461.0K | 0.03% | −798−14.9% | Reduced |
| B. Riley Wealth Management, Inc. | 4,543 | $461.0K | 0.04% | −37−0.8% | Reduced |
| Kinneret Advisory, LLC | 4,553 | $462.0K | 0.05% | +102+2.3% | Added |
| Intellectus Partners, LLC | 4,578 | $464.0K | 0.14% | −324−6.6% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $465.0K | 0.27% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,591 | $466.0K | 0.30% | −2,200−32.4% | Reduced |
| Seeyond | 4,625 | $468.0K | 0.05% | +1,795+63.4% | Added |
| Mystic Asset Management, Inc. | 4,636 | $470.0K | 0.25% | +1,120+31.9% | Added |
| InTrack Investment Management Inc | 4,649 | $471.0K | 0.38% | −1,322−22.1% | Reduced |
| Central Trust Co | 4,642 | $471.0K | 0.01% | −42−0.9% | Reduced |
| Pendal Group Limited | 4,671 | $474.0K | 0.00% | −24−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,700 | $476.0K | 0.10% | −640−12.0% | Reduced |
| United Community Bank | 4,710 | $477.6K | 0.48% | +25+0.5% | Added |
| Baldwin Brothers Inc | 4,712 | $478.0K | 0.05% | −463−8.9% | Reduced |