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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 7,009 | $711.0K | 0.06% | −14,501−67.4% | Reduced |
| Chesapeake Wealth Management | 7,033 | $713.0K | 0.26% | −170−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,035 | $713.0K | 0.06% | +578+9.0% | Added |
| Townsend Asset Management Corp | 7,045 | $714.0K | 0.35% | 00.0% | Unchanged |
| Fort, L.P. | 7,099 | $720.0K | 0.27% | −1,477−17.2% | Reduced |
| VeraBank, N.A. | 7,130 | $723.0K | 0.37% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,136 | $724.0K | 0.04% | +7,136 | New |
| Thoroughbred Financial Services, LLC | 7,178 | $727.0K | 0.12% | +471+7.0% | Added |
| ASB Consultores, LLC | 7,197 | $730.0K | 0.31% | +203+2.9% | Added |
| Nicolet Bankshares Inc | 7,219 | $732.0K | 0.16% | −68−0.9% | Reduced |
| Wintrust Investments LLC | 7,233 | $733.0K | 0.07% | −550−7.1% | Reduced |
| ARGI Investment Services, LLC | 7,292 | $739.0K | 0.02% | −27−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 7,286 | $739.0K | 0.04% | −5−0.1% | Reduced |
| Meritage Portfolio Management | 7,329 | $743.0K | 0.05% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,328 | $743.1K | 0.33% | −29−0.4% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $751.0K | 0.20% | 00.0% | Unchanged |
| AIA Group Ltd | 7,403 | $751.0K | 0.03% | +2,262+44.0% | Added |
| Fisher Asset Management, LLC | 7,414 | $752.0K | 0.00% | +7,414 | New |
| Manchester Capital Management LLC | 7,454 | $756.0K | 0.11% | +102+1.4% | Added |
| American Portfolios Advisors | 7,458 | $756.2K | 0.03% | −360−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 7,484 | $759.0K | 0.02% | −452−5.7% | Reduced |
| Latitude Advisors, LLC | 7,494 | $760.0K | 0.17% | +2,372+46.3% | Added |
| Kathmere Capital Management, LLC | 7,543 | $765.0K | 0.13% | −1,143−13.2% | Reduced |
| Johnson Investment Counsel Inc | 7,540 | $765.0K | 0.01% | −25−0.3% | Reduced |
| Stevard, LLC | 7,600 | $771.0K | 0.59% | 00.0% | Unchanged |
| City Holding Co | 7,632 | $774.0K | 0.13% | −116−1.5% | Reduced |
| Principal Street Partners, LLC | 7,740 | $785.0K | 0.18% | +5,315+219.2% | Added |
| Boston Common Asset Management, LLC | 7,850 | $796.0K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,347 | $798.0K | 0.67% | +40.0% | Added |
| Grassi Investment Management | 8,000 | $811.0K | 0.09% | −16,665−67.6% | Reduced |
| Grimes & Company, Inc. | 8,085 | $819.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 8,078 | $819.0K | 0.03% | +260+3.3% | Added |
| IFP Advisors, Inc | 10,931 | $826.0K | 0.01% | +8,526+354.5% | Added |
| Aurora Investment Counsel | 8,154 | $827.0K | 0.53% | +2,274+38.7% | Added |
| Midwest Professional Planners, LTD. | 8,162 | $828.0K | 0.41% | +352+4.5% | Added |
| Spinnaker Trust | 8,206 | $832.0K | 0.06% | +613+8.1% | Added |
| First Nebraska Trust Co | 8,245 | $836.0K | 0.10% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 8,275 | $839.0K | 0.48% | +106+1.3% | Added |
| Fortis Capital Management LLC | 8,273 | $839.0K | 0.44% | +1,116+15.6% | Added |
| Westbourne Investment Advisors, Inc. | 8,300 | $842.0K | 0.35% | −474−5.4% | Reduced |
| Archford Capital Strategies, LLC | 8,165 | $844.0K | 0.19% | +419+5.4% | Added |
| Pathstone Family Office, LLC | 8,297 | $844.0K | 0.02% | +3,819+85.3% | Added |
| Venture Visionary Partners LLC | 8,375 | $849.0K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,452 | $859.0K | 0.06% | +190+2.3% | Added |
| Zeke Capital Advisors, LLC | 8,509 | $863.0K | 0.04% | +4,205+97.7% | Added |
| Mitchell Capital Management Co | 8,522 | $864.0K | 0.19% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 8,665 | $873.0K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,626 | $875.0K | 0.02% | +1,057+14.0% | Added |
| D. E. Shaw & Co., Inc. | 8,634 | $875.0K | 0.00% | +8,634 | New |
| Integrated Advisors Network LLC | 8,733 | $885.0K | 0.05% | +935+12.0% | Added |
| Veracity Capital LLC | 8,723 | $885.0K | 0.37% | +1,940+28.6% | Added |
| Koshinski Asset Management, Inc. | 8,766 | $888.9K | 0.07% | −104−1.2% | Reduced |
| Peoples Bank | 8,790 | $891.0K | 0.45% | +25+0.3% | Added |
| Venturi Wealth Management, LLC | 8,804 | $893.0K | 0.07% | +30+0.3% | Added |
| Choate Investment Advisors | 8,845 | $897.0K | 0.05% | −1,215−12.1% | Reduced |
| Achmea Investment Management B.V. | 8,865 | $899.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 8,862 | $899.0K | 0.08% | +8,862 | New |
| Key Financial Inc | 8,906 | $903.0K | 0.45% | 00.0% | Unchanged |
| Sun Life Financial INC | 8,977 | $908.0K | 0.04% | −59−0.7% | Reduced |
| Lyon Street Capital, LLC | 9,000 | $913.0K | 1.36% | −2,000−18.2% | Reduced |
| Granite Investment Partners, LLC | 9,040 | $917.0K | 0.03% | −2,579−22.2% | Reduced |
| Segment Wealth Management, LLC | 9,131 | $926.0K | 0.10% | +440+5.1% | Added |
| Steinberg Asset Management LLC | 9,152 | $928.0K | 0.85% | −12−0.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 9,170 | $929.8K | 0.08% | −7,572−45.2% | Reduced |
| Addison Advisors LLC | 9,212 | $934.0K | 0.51% | +2,080+29.2% | Added |
| American Century Companies Inc | 9,227 | $936.0K | 0.00% | +870+10.4% | Added |
| SkyOak Wealth, LLC | 9,248 | $938.0K | 0.26% | −201−2.1% | Reduced |
| CWM, LLC | 9,267 | $940.0K | 0.01% | −25,560−73.4% | Reduced |
| Quantamental Technologies LLC | 9,269 | $940.0K | 0.54% | +9,269 | New |
| Kowal Investment Group, LLC | 9,374 | $951.0K | 0.29% | +81+0.9% | Added |
| Malaga Cove Capital, LLC | 9,383 | $951.0K | 0.44% | +1,044+12.5% | Added |
| Redpoint Investment Management Pty Ltd | 9,389 | $952.0K | 0.10% | −3,725−28.4% | Reduced |
| Vestcor Inc | 9,401 | $953.0K | 0.03% | +2,045+27.8% | Added |
| Metis Global Partners, LLC | 9,392 | $953.0K | 0.11% | +4,195+80.7% | Added |
| Lester Murray Antman dba SimplyRich | 9,450 | $958.0K | 0.34% | −100−1.0% | Reduced |
| Brown Capital Management LLC | 9,467 | $960.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 9,490 | $962.0K | 0.19% | −600−5.9% | Reduced |
| Regal Investment Advisors LLC | 9,532 | $966.0K | 0.09% | +466+5.1% | Added |
| IBM Retirement Fund | 9,561 | $969.0K | 0.14% | −382−3.8% | Reduced |
| Cetera Advisors LLC | 9,569 | $970.0K | 0.02% | −36−0.4% | Reduced |
| Central Bank & Trust Co | 9,580 | $971.0K | 0.15% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,583 | $972.0K | 0.22% | +9,583 | New |
| Focus Financial Network, Inc. | 9,617 | $975.2K | 0.07% | +9,617 | New |
| Capital Asset Advisory Services LLC | 9,766 | $990.0K | 0.11% | +2,938+43.0% | Added |
| Beacon Pointe Advisors, LLC | 9,796 | $993.0K | 0.01% | +6,350+184.3% | Added |
| Ferguson Wellman Capital Management, Inc | 9,820 | $996.0K | 0.03% | −368−3.6% | Reduced |
| Johnson Financial Group, Inc. | 9,934 | $1.01M | 0.07% | −112−1.1% | Reduced |
| Accurate Wealth Management, LLC | 9,978 | $1.01M | 0.45% | +4,079+69.1% | Added |
| Lynch Asset Management, Inc. | 10,000 | $1.01M | 0.72% | 00.0% | Unchanged |
| Kendall Capital Management | 10,095 | $1.02M | 0.49% | −75−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 10,111 | $1.02M | 0.63% | −440−4.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,110 | $1.02M | 0.36% | −400−3.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,239 | $1.04M | 0.30% | +898+9.6% | Added |
| Burney Co | 10,256 | $1.04M | 0.05% | −472−4.4% | Reduced |
| AdvisorNet Financial, Inc | 10,259 | $1.04M | 0.07% | +30+0.3% | Added |
| Signaturefd, LLC | 10,364 | $1.05M | 0.03% | −1,722−14.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.05M | 0.53% | +10,285 | New |
| Greenleaf Trust | 10,499 | $1.06M | 0.01% | −13−0.1% | Reduced |
| Cigna Investments Inc | 10,512 | $1.07M | 0.13% | −2,954−21.9% | Reduced |
| Poehling Capital Management, LLC | 10,620 | $1.08M | 0.33% | +552+5.5% | Added |