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 |
|---|---|---|---|---|---|
| Conning Inc. | 5,773 | $585.0K | 0.02% | +204+3.7% | Added |
| Appleton Partners Inc | 5,729 | $581.0K | 0.05% | −535−8.5% | Reduced |
| Parsons Capital Management Inc | 5,710 | $579.0K | 0.04% | −200−3.4% | Reduced |
| Independent Advisor Alliance | 5,677 | $576.0K | 0.03% | −1,649−22.5% | Reduced |
| Cresset Asset Management, LLC | 5,658 | $574.0K | 0.01% | −1,608−22.1% | 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 |
| Shepherd Financial Partners LLC | 5,619 | $570.0K | 0.10% | −486−8.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,601 | $568.0K | 0.05% | −9−0.2% | Reduced |
| Independent Financial Group, LLC | 5,548 | $562.6K | 0.05% | +3,375+155.3% | Added |
| Coldstream Capital Management Inc | 5,543 | $562.0K | 0.02% | −674−10.8% | Reduced |
| Forum Financial Management, LP | 5,537 | $561.0K | 0.03% | −940−14.5% | 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 |
| NBT Bank N A | 5,418 | $550.0K | 0.07% | −25−0.5% | Reduced |
| Waldron Private Wealth LLC | 5,392 | $546.0K | 0.03% | +1,496+38.4% | Added |
| Wade G W & Inc | 5,379 | $545.0K | 0.02% | +1,658+44.6% | Added |
| Evergreen Capital Management LLC | 5,326 | $540.0K | 0.02% | −680−11.3% | Reduced |
| Miracle Mile Advisors, LLC | 5,279 | $535.0K | 0.02% | +5,279 | New |
| Roberts Glore & Co Inc | 5,261 | $533.0K | 0.15% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 5,229 | $530.0K | 0.59% | +5,229 | New |
| Orion Portfolio Solutions, LLC | 5,203 | $528.0K | 0.02% | +1,079+26.2% | Added |
| 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 |
| 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 |
| Forbes J M & Co LLP | 5,125 | $520.0K | 0.07% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,099 | $517.0K | 0.21% | +203+4.1% | Added |
| 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 |
| Ironsides Asset Advisors, LLC | 5,045 | $512.0K | 0.16% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,032 | $510.0K | 0.13% | +5,032 | New |
| Girard Partners Ltd. | 5,006 | $507.0K | 0.06% | −9,246−64.9% | Reduced |
| Bartlett & Co. LLC | 4,898 | $497.0K | 0.01% | +30+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,898 | $496.7K | 0.01% | +30+0.6% | Added |
| 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 |
| Ellis Investment Partners, LLC | 4,880 | $494.0K | 0.12% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,854 | $492.0K | 0.01% | −295−5.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,836 | $490.0K | 0.05% | +553+12.9% | Added |
| Paragon Capital Management Ltd | 4,800 | $487.0K | 0.09% | 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 |
| Caldwell Trust Co | 4,725 | $479.1K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,712 | $478.0K | 0.05% | −463−8.9% | Reduced |
| United Community Bank | 4,710 | $477.6K | 0.48% | +25+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 4,700 | $476.0K | 0.10% | −640−12.0% | Reduced |
| Pendal Group Limited | 4,671 | $474.0K | 0.00% | −24−0.5% | Reduced |
| 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 |
| Mystic Asset Management, Inc. | 4,636 | $470.0K | 0.25% | +1,120+31.9% | Added |
| Seeyond | 4,625 | $468.0K | 0.05% | +1,795+63.4% | Added |
| Penbrook Management LLC | 4,591 | $466.0K | 0.30% | −2,200−32.4% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $465.0K | 0.27% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,578 | $464.0K | 0.14% | −324−6.6% | Reduced |
| Kinneret Advisory, LLC | 4,553 | $462.0K | 0.05% | +102+2.3% | Added |
| 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 |
| Sentry Investment Management LLC | 4,541 | $460.0K | 0.15% | +4,541 | New |
| Condor Capital Management | 4,494 | $456.0K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,477 | $454.0K | 0.13% | +791+21.5% | Added |
| St Germain D J Co Inc | 4,469 | $453.0K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $451.0K | 0.42% | 00.0% | Unchanged |
| Santori & Peters | 4,442 | $450.0K | 0.25% | −465−9.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,415 | $448.0K | 0.01% | −867−16.4% | Reduced |
| Optas, LLC | 4,404 | $446.0K | 0.15% | −113−2.5% | Reduced |
| Fieldpoint Private Securities, LLC | 4,389 | $445.0K | 0.09% | −6,255−58.8% | Reduced |
| KCS Wealth Advisory | 4,380 | $444.0K | 0.21% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,328 | $440.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Park Avenue Securities LLC | 4,268 | $433.0K | 0.01% | +363+9.3% | Added |
| 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 |
| EP Wealth Advisors, LLC | 4,209 | $427.0K | 0.01% | −1,470−25.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,170 | $424.5K | 0.00% | −6,839−62.1% | Reduced |
| 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 |
| Fishman Jay A Ltd | 4,180 | $423.9K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,300 | $421.0K | 0.17% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 4,142 | $420.0K | 0.01% | −691−14.3% | Reduced |
| 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 |
| Virginia National Bank | 4,100 | $416.0K | 0.47% | +4,100 | New |
| Crumly & Associates Inc. | 4,088 | $415.0K | 0.16% | −13−0.3% | Reduced |
| 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 |
| 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 |
| WMS Partners, LLC | 4,049 | $411.0K | 0.06% | 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 |
| Vista Capital Partners, Inc. | 4,012 | $407.0K | 0.05% | 00.0% | Unchanged |