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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 4,725 | $479.1K | 0.06% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,730 | $480.0K | 0.01% | −124,900−96.4% | Reduced |
| 1st Source Bank | 4,735 | $480.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,800 | $487.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,836 | $490.0K | 0.05% | +553+12.9% | Added |
| Oppenheimer & Co Inc | 4,854 | $492.0K | 0.01% | −295−5.7% | Reduced |
| Ellis Investment Partners, LLC | 4,880 | $494.0K | 0.12% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,883 | $495.0K | 0.04% | −900−15.6% | Reduced |
| Richard Bernstein Advisors LLC | 4,882 | $495.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,898 | $496.7K | 0.01% | +30+0.6% | Added |
| Bartlett & Co. LLC | 4,898 | $497.0K | 0.01% | +30+0.6% | Added |
| Girard Partners Ltd. | 5,006 | $507.0K | 0.06% | −9,246−64.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,032 | $510.0K | 0.13% | +5,032 | New |
| Ironsides Asset Advisors, LLC | 5,045 | $512.0K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,088 | $516.0K | 0.01% | +798+18.6% | Added |
| Point72 Hong Kong Ltd | 5,087 | $516.0K | 0.05% | +3,738+277.1% | Added |
| MBM Wealth Consultants, LLC | 5,099 | $517.0K | 0.21% | +203+4.1% | Added |
| Forbes J M & Co LLP | 5,125 | $520.0K | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,136 | $521.0K | 0.00% | −699−12.0% | Reduced |
| Boston Family Office LLC | 5,139 | $521.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Management | 5,195 | $527.0K | 0.03% | −715−12.1% | Reduced |
| Levin Capital Strategies, L.P. | 5,200 | $527.0K | 0.05% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 5,200 | $527.0K | 0.23% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,203 | $528.0K | 0.02% | +1,079+26.2% | Added |
| Sante Capital Fund, LP | 5,229 | $530.0K | 0.59% | +5,229 | New |
| Roberts Glore & Co Inc | 5,261 | $533.0K | 0.15% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,279 | $535.0K | 0.02% | +5,279 | New |
| Evergreen Capital Management LLC | 5,326 | $540.0K | 0.02% | −680−11.3% | Reduced |
| Wade G W & Inc | 5,379 | $545.0K | 0.02% | +1,658+44.6% | Added |
| Waldron Private Wealth LLC | 5,392 | $546.0K | 0.03% | +1,496+38.4% | Added |
| NBT Bank N A | 5,418 | $550.0K | 0.07% | −25−0.5% | Reduced |
| Vista Investment Management | 5,518 | $560.0K | 0.31% | +155+2.9% | Added |
| Los Angeles Capital Management LLC | 5,526 | $560.0K | 0.00% | +2,274+69.9% | Added |
| Forum Financial Management, LP | 5,537 | $561.0K | 0.03% | −940−14.5% | Reduced |
| Coldstream Capital Management Inc | 5,543 | $562.0K | 0.02% | −674−10.8% | Reduced |
| Independent Financial Group, LLC | 5,548 | $562.6K | 0.05% | +3,375+155.3% | Added |
| Transcend Wealth Collective, LLC | 5,601 | $568.0K | 0.05% | −9−0.2% | Reduced |
| Shepherd Financial Partners LLC | 5,619 | $570.0K | 0.10% | −486−8.0% | Reduced |
| Savant Capital, LLC | 5,653 | $573.0K | 0.02% | −714−11.2% | Reduced |
| Clarius Group, LLC | 5,516 | $573.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,658 | $574.0K | 0.01% | −1,608−22.1% | Reduced |
| Independent Advisor Alliance | 5,677 | $576.0K | 0.03% | −1,649−22.5% | Reduced |
| Parsons Capital Management Inc | 5,710 | $579.0K | 0.04% | −200−3.4% | Reduced |
| Appleton Partners Inc | 5,729 | $581.0K | 0.05% | −535−8.5% | Reduced |
| Conning Inc. | 5,773 | $585.0K | 0.02% | +204+3.7% | Added |
| Chase Investment Counsel Corp | 5,795 | $587.0K | 0.26% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,800 | $588.0K | 0.13% | +44+0.8% | Added |
| Hilltop Holdings Inc. | 5,837 | $592.0K | 0.07% | +227+4.0% | Added |
| Whittier Trust Co | 5,842 | $592.0K | 0.01% | +881+17.8% | Added |
| Colonial River Wealth Management, LLC | 3,358 | $592.0K | 0.34% | +3,358 | New |
| Boston Private Wealth LLC | 5,851 | $593.0K | 0.01% | +11+0.2% | Added |
| Lafayette Investments, Inc. | 5,874 | $596.0K | 0.15% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 5,878 | $596.0K | 0.02% | +5,878 | New |
| Trust Asset Management LLC | 5,883 | $597.0K | 0.07% | +193+3.4% | Added |
| Boston Trust Walden Corp | 5,893 | $598.0K | 0.00% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,925 | $601.0K | 0.08% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 61,042 | $602.0K | 0.01% | +61,042 | New |
| Balentine LLC | 5,954 | $604.0K | 0.02% | +5,954 | New |
| Prescott Group Capital Management, L.L.C. | 6,000 | $608.0K | 0.16% | −306−4.9% | Reduced |
| Bank of Stockton | 6,024 | $611.0K | 0.19% | −875−12.7% | Reduced |
| Eukles Asset Management | 6,029 | $611.0K | 0.33% | −230−3.7% | Reduced |
| Copperwynd Financial, LLC | 6,047 | $613.0K | 0.25% | +302+5.3% | Added |
| Virtu Financial LLC | 6,051 | $614.0K | 0.05% | −1,652−21.4% | Reduced |
| Sigma Planning Corp | 6,107 | $619.0K | 0.02% | +278+4.8% | Added |
| First American Trust, FSB | 6,107 | $619.0K | 0.09% | +6,107 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $620.0K | 0.04% | −500−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,118 | $620.0K | 0.01% | +6,118 | New |
| Voya Financial Advisors, Inc. | 6,083 | $621.0K | 0.07% | +1,494+32.6% | Added |
| MUFG Securities EMEA plc | 6,241 | $633.0K | 0.02% | −1,780−22.2% | Reduced |
| Keybank National Association | 6,277 | $637.0K | 0.00% | +1,265+25.2% | Added |
| Partners Group Holding AG | 6,299 | $639.0K | 0.03% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 6,302 | $639.0K | 0.40% | +788+14.3% | Added |
| Rehmann Capital Advisory Group | 6,359 | $643.1K | 0.06% | +501+8.6% | Added |
| Nicholas Hoffman & Company, LLC. | 6,356 | $644.0K | 0.03% | −9,347−59.5% | Reduced |
| Orrstown Financial Services Inc | 6,388 | $648.0K | 1.21% | −196−3.0% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $649.0K | 0.44% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,444 | $653.0K | 0.11% | +891+16.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,469 | $656.0K | 0.03% | −1,990−23.5% | Reduced |
| First Washington CORP | 6,500 | $659.0K | 0.27% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,562 | $665.0K | 0.09% | +128+2.0% | Added |
| Freedom Day Solutions, LLC | 6,555 | $665.0K | 0.28% | +810+14.1% | Added |
| Kingsview Wealth Management, LLC | 6,565 | $665.7K | 0.03% | −40−0.6% | Reduced |
| Sadoff Investment Management LLC | 6,579 | $667.0K | 0.04% | −554−7.8% | Reduced |
| Institute for Wealth Management, LLC. | 6,592 | $668.0K | 0.11% | +5+0.1% | Added |
| HBK Sorce Advisory LLC | 6,617 | $671.0K | 0.04% | −792−10.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,627 | $672.0K | 0.24% | −170−2.5% | Reduced |
| Wolverine Trading, LLC | 6,601 | $674.0K | 0.02% | −46,749−87.6% | Reduced |
| Certified Advisory Corp | 6,646 | $674.0K | 0.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 6,649 | $674.0K | 0.04% | +4,279+180.5% | Added |
| Assetmark, Inc | 6,653 | $675.0K | 0.00% | +251+3.9% | Added |
| Wesbanco Bank Inc | 6,700 | $679.0K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,760 | $685.0K | 0.39% | +1,680+33.1% | Added |
| Aureus Asset Management, LLC | 6,880 | $698.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,903 | $700.0K | 0.68% | +183+2.7% | Added |
| Global Retirement Partners, LLC | 7,226 | $700.0K | 0.06% | +7,226 | New |
| Fairfield, Bush & Co. | 6,940 | $704.0K | 0.35% | −1,700−19.7% | Reduced |
| Oak Thistle LLC | 6,947 | $705.0K | 0.37% | +6,947 | New |
| Gabelli & Co Investment Advisers, Inc. | 6,990 | $709.0K | 0.09% | +300+4.5% | Added |
| American National Insurance Co | 7,000 | $710.0K | 0.19% | −1,680−19.4% | Reduced |
| Dryden Capital, LLC | 7,000 | $710.0K | 0.44% | +2,000+40.0% | Added |