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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 10,815 | $1.08M | 0.04% | +363+3.5% | Added |
| Rockefeller Capital Management L.P. | 10,710 | $1.08M | 0.01% | −7,365−40.7% | Reduced |
| Prudential PLC | 10,795 | $1.09M | 0.02% | +10,795 | New |
| Gould Capital, LLC | 10,845 | $1.10M | 0.79% | +10,845 | New |
| Brown Advisory Inc | 10,911 | $1.11M | 0.00% | −594−5.2% | Reduced |
| Column Capital Advisors, LLC | 10,992 | $1.11M | 0.20% | −14−0.1% | Reduced |
| Empirical Finance, LLC | 11,051 | $1.12M | 0.13% | +1,253+12.8% | Added |
| Edgemoor Investment Advisors, Inc. | 11,051 | $1.12M | 0.12% | +6,189+127.3% | Added |
| Shorepoint Capital Partners LLC | 11,121 | $1.13M | 0.47% | +1,819+19.6% | Added |
| Nicola Wealth Management Ltd. | 11,212 | $1.14M | 0.10% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 11,267 | $1.14M | 1.32% | −335−2.9% | Reduced |
| Nomura Holdings Inc | 11,336 | $1.17M | 0.01% | −143,724−92.7% | Reduced |
| Callahan Advisors, LLC | 11,565 | $1.17M | 0.13% | −900−7.2% | Reduced |
| Colony Group LLC | 11,767 | $1.19M | 0.02% | −138,122−92.1% | Reduced |
| Harbor Investment Advisory, LLC | 11,811 | $1.20M | 0.16% | +761+6.9% | Added |
| O'Shaughnessy Asset Management, LLC | 11,896 | $1.21M | 0.02% | +2,038+20.7% | Added |
| CAPROCK Group, Inc. | 11,930 | $1.21M | 0.11% | +2,619+28.1% | Added |
| Montecito Bank & Trust | 11,970 | $1.21M | 0.23% | −137−1.1% | Reduced |
| Fairbanks Capital Management, Inc. | 11,992 | $1.22M | 0.90% | −2,566−17.6% | Reduced |
| Barbara Oil Co. | 12,000 | $1.22M | 0.56% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 12,064 | $1.22M | 0.11% | −860−6.7% | Reduced |
| BerganKDV Wealth Management, LLC | 12,198 | $1.24M | 0.13% | +702+6.1% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.24M | 0.18% | 00.0% | Unchanged |
| Annandale Capital, LLC | 12,304 | $1.25M | 0.49% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 12,366 | $1.25M | 0.39% | −177−1.4% | Reduced |
| Cetera Investment Advisers | 12,379 | $1.25M | 0.02% | −871−6.6% | Reduced |
| Wealthspire Advisors, LLC | 12,416 | $1.26M | 0.03% | −3,904−23.9% | Reduced |
| Brookstone Capital Management | 12,529 | $1.26M | 0.02% | −1,086−8.0% | Reduced |
| E Fund Management Co., Ltd. | 12,458 | $1.26M | 0.04% | +453+3.8% | Added |
| Occudo Quantitative Strategies LP | 12,486 | $1.27M | 0.11% | +2,531+25.4% | Added |
| Citizens Business Bank | 12,495 | $1.27M | 0.15% | −26,717−68.1% | Reduced |
| Banque Cantonale Vaudoise | 12,493 | $1.27M | 0.05% | −2,024−13.9% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 12,491 | $1.27M | 1.77% | +12,491 | New |
| Analyst IMS Investment Management Services Ltd. | 12,515 | $1.27M | 0.11% | −1,861−12.9% | Reduced |
| JustInvest LLC | 12,608 | $1.28M | 0.06% | +2,173+20.8% | Added |
| Ergoteles LLC | 12,616 | $1.28M | 0.05% | +12,616 | New |
| Abundance Wealth Counselors | 12,738 | $1.29M | 0.35% | +1,534+13.7% | Added |
| Ifrah Financial Services, Inc. | 12,833 | $1.30M | 0.37% | −1,320−9.3% | Reduced |
| Clearstead Advisors, LLC | 12,847 | $1.30M | 0.09% | +365+2.9% | Added |
| Pitcairn Co | 13,199 | $1.34M | 0.12% | +2,228+20.3% | Added |
| Independence Bank of Kentucky | 13,210 | $1.34M | 0.53% | +370+2.9% | Added |
| Landaas & Co | 12,969 | $1.35M | 0.72% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 13,368 | $1.36M | 0.47% | +1,568+13.3% | Added |
| Freestone Capital Holdings, LLC | 13,392 | $1.36M | 0.05% | −425−3.1% | Reduced |
| Pinnacle Associates Ltd | 13,422 | $1.36M | 0.02% | −1,135−7.8% | Reduced |
| Cerity Partners LLC | 13,491 | $1.37M | 0.02% | −4,684−25.8% | Reduced |
| AdvisorShares Investments LLC | 13,507 | $1.37M | 0.23% | +1,140+9.2% | Added |
| Howland Capital Management LLC | 13,685 | $1.39M | 0.07% | −287−2.1% | Reduced |
| LaFleur & Godfrey LLC | 13,700 | $1.39M | 0.19% | +3,095+29.2% | Added |
| Wetherby Asset Management Inc | 13,716 | $1.39M | 0.08% | −852−5.8% | Reduced |
| Toroso Investments, LLC | 13,744 | $1.39M | 0.04% | +1,312+10.6% | Added |
| Financial Advocates Investment Management | 13,875 | $1.41M | 0.09% | −40.0% | Reduced |
| Veriti Management LLC | 13,931 | $1.41M | 0.17% | +1,214+9.5% | Added |
| Moody National Bank Trust Division | 14,068 | $1.43M | 0.04% | −1,850−11.6% | Reduced |
| Duncker Streett & Co Inc | 14,104 | $1.43M | 0.28% | −570−3.9% | Reduced |
| Dean Investment Associates, LLC | 14,219 | $1.44M | 0.26% | +220+1.6% | Added |
| Private Trust Co NA | 14,290 | $1.45M | 0.23% | −839−5.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,290 | $1.45M | 0.40% | −541−3.6% | Reduced |
| Veritable, L.P. | 14,289 | $1.45M | 0.02% | +134+0.9% | Added |
| Jacobi Capital Management LLC | 14,440 | $1.46M | 0.17% | +13+0.1% | Added |
| Fayez Sarofim & Co | 14,444 | $1.47M | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 14,567 | $1.47M | 0.04% | −11,931−45.0% | Reduced |
| Birch Capital Management, LLC | 14,573 | $1.48M | 0.91% | +365+2.6% | Added |
| We Are One Seven, LLC | 14,855 | $1.51M | 0.16% | +17+0.1% | Added |
| Gamco Investors, Inc. Et Al | 14,900 | $1.51M | 0.01% | +1,900+14.6% | Added |
| Wedbush Securities Inc | 15,162 | $1.54M | 0.07% | −1,428−8.6% | Reduced |
| Graham Capital Wealth Management, LLC | 15,208 | $1.54M | 1.37% | +2,520+19.9% | Added |
| Wealthfront Advisers LLC | 15,411 | $1.56M | 0.01% | −8,189−34.7% | Reduced |
| HB Wealth Management, LLC | 15,418 | $1.56M | 0.03% | +1,444+10.3% | Added |
| AtonRa Partners | 15,525 | $1.57M | 0.85% | −12,631−44.9% | Reduced |
| Verition Fund Management LLC | 15,580 | $1.58M | 0.03% | −882−5.4% | Reduced |
| South Dakota Investment Council | 15,639 | $1.59M | 0.03% | −5,460−25.9% | Reduced |
| GWM Advisors LLC | 15,654 | $1.59M | 0.03% | +2,885+22.6% | Added |
| Siemens Fonds Invest GmbH | 15,833 | $1.60M | 0.13% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15,952 | $1.62M | 0.19% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,963 | $1.62M | 0.20% | +300+1.9% | Added |
| North Star Investment Management Corp. | 16,000 | $1.62M | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 16,050 | $1.63M | 0.03% | −2,580−13.8% | Reduced |
| Bray Capital Advisors | 16,181 | $1.64M | 0.42% | −1,407−8.0% | Reduced |
| Brown Brothers Harriman & Co | 16,236 | $1.65M | 0.01% | −275−1.7% | Reduced |
| Brewin Dolphin Ltd | 16,258 | $1.65M | 0.07% | −8,657−34.7% | Reduced |
| Jones Financial Companies LLLP | 16,300 | $1.65M | 0.00% | +11,846+266.0% | Added |
| Summit Financial Group Inc | 16,315 | $1.65M | 0.56% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 16,321 | $1.66M | 0.17% | −1,210−6.9% | Reduced |
| Chicago Trust Co NA | 16,447 | $1.67M | 0.36% | −1,255−7.1% | Reduced |
| Credential Qtrade Securities Inc. | 16,546 | $1.68M | 0.11% | +703+4.4% | Added |
| CenterBook Partners LP | 16,711 | $1.69M | 0.60% | −2,845−14.5% | Reduced |
| New York Life Investments Alternatives | 16,741 | $1.70M | 1.18% | −21,614−56.4% | Reduced |
| Raymond James Trust N.A. | 16,786 | $1.70M | 0.05% | +579+3.6% | Added |
| Annex Advisory Services, LLC | 16,800 | $1.70M | 0.12% | −449−2.6% | Reduced |
| Spire Wealth Management | 16,967 | $1.72M | 0.05% | −104−0.6% | Reduced |
| Mission Wealth Management, LP | 17,082 | $1.73M | 0.08% | +9,956+139.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,482 | $1.77M | 0.10% | −740−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,539 | $1.78M | 0.16% | +1,648+10.4% | Added |
| Cadence Bank NA | 17,695 | $1.79M | 0.50% | +126+0.7% | Added |
| Alps Advisors Inc | 17,712 | $1.80M | 0.02% | −5,667−24.2% | Reduced |
| Ellenbecker Investment Group | 17,799 | $1.80M | 0.51% | −941−5.0% | Reduced |
| Howe & Rusling Inc | 17,803 | $1.80M | 0.21% | +849+5.0% | Added |
| Carmel Capital Management L.L.C. | 17,815 | $1.81M | 0.94% | 00.0% | Unchanged |
| Robbins Farley LLC | 17,855 | $1.81M | 1.36% | +17,855 | New |