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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 4,010 | $407.0K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,994 | $405.0K | 0.16% | −137−3.3% | Reduced |
| Arden Trust Co | 3,980 | $404.0K | 0.08% | +952+31.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $403.3K | 0.09% | +3,977 | New |
| K.J. Harrison & Partners Inc | 3,945 | $400.0K | 0.06% | +3,945 | New |
| World Equity Group, Inc. | 3,926 | $398.1K | 0.09% | +3,926 | New |
| Covey Capital Advisors, LLC | 3,913 | $397.0K | 0.41% | −81−2.0% | Reduced |
| 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 |
| Madrona Financial Services, LLC | 3,902 | $393.0K | 0.19% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,856 | $391.0K | 0.08% | −54−1.4% | Reduced |
| Symmetry Partners, LLC | 3,849 | $390.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 9258 Wealth Management, LLC | 3,791 | $384.0K | 0.09% | +1,100+40.9% | Added |
| MAI Capital Management | 3,764 | $382.0K | 0.01% | +701+22.9% | Added |
| Haverford Trust Co | 3,754 | $381.0K | 0.00% | −28−0.7% | Reduced |
| 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 |
| TRUE Private Wealth Advisors | 3,667 | $376.0K | 0.05% | +102+2.9% | 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 |
| Natixis Investment Managers International | 3,636 | $368.0K | 0.01% | +1,976+119.0% | Added |
| 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 |
| 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 |
| Moody Lynn & Lieberson, LLC | 3,510 | $356.0K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,498 | $355.0K | 0.00% | −934−21.1% | Reduced |
| Beacon Financial Group | 3,459 | $353.0K | 0.05% | −99−2.8% | Reduced |
| First Manhattan Co | 3,480 | $352.0K | 0.00% | −600−14.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,412 | $346.0K | 0.01% | −413−10.8% | Reduced |
| Fortem Financial Group, LLC | 3,402 | $345.0K | 0.15% | −589−14.8% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $344.8K | 0.09% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,395 | $344.0K | 0.06% | −455−11.8% | Reduced |
| Gateway Investment Advisers LLC | 3,380 | $343.0K | 0.00% | +133+4.1% | Added |
| Coastal Investment Advisors, Inc. | 3,368 | $342.0K | 0.07% | +220+7.0% | Added |
| Pflug Koory, LLC | 3,365 | $341.0K | 0.17% | 00.0% | Unchanged |
| Cooper Financial Group | 3,328 | $337.0K | 0.13% | +3,328 | New |
| Beta Wealth Group, Inc. | 3,300 | $335.0K | 0.22% | +3,300 | New |
| Modera Wealth Management, LLC | 3,281 | $333.0K | 0.01% | −1,729−34.5% | 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 |
| Quadrant Capital Group LLC | 3,242 | $329.0K | 0.04% | −197−5.7% | Reduced |
| Jump Financial, LLC | 3,230 | $327.0K | 0.01% | −3,752−53.7% | Reduced |
| Marotta Asset Management | 3,200 | $324.5K | 0.08% | 00.0% | Unchanged |
| Provident Trust Co | 3,184 | $323.0K | 0.01% | 00.0% | Unchanged |
| ERn Financial, LLC | 3,162 | $321.0K | 0.07% | +16+0.5% | Added |
| Group One Trading, L.P. | 3,157 | $320.0K | 0.01% | +3,157 | New |
| NorthRock Partners, LLC | 3,139 | $318.0K | 0.03% | −43−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 3,138 | $318.0K | 0.02% | +63+2.0% | Added |
| Sandy Spring Bank | 3,112 | $316.0K | 0.02% | −456−12.8% | Reduced |
| Penserra Capital Management LLC | 3,126 | $316.0K | 0.01% | +51+1.7% | Added |
| Seven Eight Capital, LP | 3,120 | $316.0K | 0.04% | +3,120 | New |
| Endurance Wealth Management, Inc. | 3,107 | $315.0K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Corp | 3,082 | $313.0K | 0.05% | −996−24.4% | Reduced |
| Schmidt P J Investment Management Inc | 3,196 | $313.0K | 0.07% | −150−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $313.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,076 | $312.0K | 0.03% | +289+10.4% | Added |
| Kestra Private Wealth Services, LLC | 3,069 | $311.0K | 0.02% | −124−3.9% | Reduced |
| Summit Trail Advisors, LLC | 3,055 | $310.0K | 0.03% | +3,055 | New |
| Benjamin F. Edwards & Company, Inc. | 3,016 | $306.0K | 0.01% | +497+19.7% | Added |
| Silphium Asset Management Ltd | 3,000 | $304.2K | 0.36% | +3,000 | New |
| Cito Capital Group, LLC | 3,000 | $304.0K | 0.14% | −3,000−50.0% | Reduced |
| Stephenson National Bank & Trust | 2,995 | $304.0K | 0.18% | −4−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,955 | $300.0K | 0.01% | +61+2.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,954 | $300.0K | 0.00% | +84+2.9% | Added |
| Clear Street Markets LLC | 2,925 | $297.0K | 0.09% | +2,925 | New |
| JGP Wealth Management, LLC | 2,923 | $294.0K | 0.05% | +27+0.9% | Added |
| Security Asset Management | 2,883 | $292.0K | 0.13% | −22,112−88.5% | Reduced |
| Epiq Partners, LLC | 2,880 | $292.0K | 0.16% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,870 | $291.0K | 0.01% | +15+0.5% | Added |
| Steward Financial Group LLC | 2,861 | $289.0K | 0.26% | +309+12.1% | Added |
| CRA Financial Services, LLC | 2,843 | $288.0K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 2,824 | $286.0K | 0.01% | −49−1.7% | Reduced |
| Parallel Advisors, LLC | 2,793 | $285.0K | 0.01% | −1,648−37.1% | Reduced |
| DSC Advisors, L.P. | 2,815 | $285.0K | 0.23% | +2,815 | New |
| Cowa, LLC | 2,808 | $285.0K | 0.14% | +2,808 | New |
| Exencial Wealth Advisors, LLC | 2,801 | $284.0K | 0.01% | +2,801 | New |
| Clearwater Capital Advisors, LLC | 2,770 | $281.0K | 0.03% | −50−1.8% | Reduced |
| Apollon Wealth Management, LLC | 2,763 | $280.0K | 0.02% | −1,520−35.5% | Reduced |
| Exane Derivatives | 2,757 | $279.5K | 0.08% | −311−10.1% | Reduced |
| Sawtooth Solutions, LLC | 2,752 | $279.0K | 0.03% | −4,270−60.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $278.0K | 0.00% | −198−6.7% | Reduced |
| Front Barnett Associates LLC | 2,730 | $277.0K | 0.03% | −825−23.2% | Reduced |
| Investment Management of Virginia LLC | 2,730 | $277.0K | 0.05% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,724 | $276.0K | 0.11% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,748 | $276.0K | 0.13% | +160+6.2% | Added |
| Boothbay Fund Management, LLC | 2,719 | $276.0K | 0.01% | +2,719 | New |
| MONECO Advisors, LLC | 2,714 | $275.0K | 0.10% | −4−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,705 | $274.0K | 0.02% | +2,705 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $273.0K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 2,637 | $272.0K | 0.09% | −60−2.2% | Reduced |
| Money Concepts Capital Corp | 2,687 | $272.0K | 0.02% | +2,687 | New |
| Peloton Wealth Strategists | 2,675 | $271.0K | 0.11% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,668 | $271.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,675 | $271.0K | 0.14% | +99+3.8% | Added |
| WBH Advisory Inc | 2,572 | $269.0K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,634 | $267.0K | 0.18% | 00.0% | Unchanged |