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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 2,625 | $266.0K | 0.39% | −200−7.1% | Reduced |
| FDx Advisors, Inc. | 2,624 | $266.0K | 0.01% | +28+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,610 | $265.0K | 0.21% | +2,610 | New |
| DuPont Capital Management Corp | 2,599 | $264.0K | 0.01% | −1,210−31.8% | Reduced |
| Heron Financial Group, LLC | 2,599 | $264.0K | 0.14% | −270−9.4% | Reduced |
| Dearborn Partners LLC | 2,600 | $264.0K | 0.01% | +200+8.3% | Added |
| Marcum Wealth, LLC | 2,595 | $263.0K | 0.04% | +540+26.3% | Added |
| Investors Asset Management of Georgia Inc | 2,582 | $262.0K | 0.13% | −151−5.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,609 | $262.0K | 0.05% | +2,609 | New |
| WealthPLAN Partners, LLC | 2,651 | $260.0K | 0.02% | +355+15.5% | Added |
| WealthPlan Investment Management, LLC | 2,651 | $260.0K | 0.02% | +2,651 | New |
| Leavell Investment Management, Inc. | 2,545 | $258.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $258.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 2,517 | $255.0K | 0.02% | −24−0.9% | Reduced |
| Graham Capital Management, L.P. | 2,513 | $254.0K | 0.01% | +2,513 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,463 | $250.0K | 0.04% | −142−5.5% | Reduced |
| Univest Financial Corp | 2,453 | $249.0K | 0.07% | −35,462−93.5% | Reduced |
| Arete Wealth Advisors, LLC | 2,446 | $248.0K | 0.02% | −89−3.5% | Reduced |
| Putnam Investments LLC | 2,431 | $247.0K | 0.00% | −66−2.6% | Reduced |
| Janney Capital Management LLC | 2,440 | $247.0K | 0.02% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,434 | $247.0K | 0.02% | +71+3.0% | Added |
| Schnieders Capital Management LLC | 2,422 | $246.0K | 0.06% | +91+3.9% | Added |
| One Wealth Advisors, LLC | 2,423 | $246.0K | 0.06% | +2,423 | New |
| Duality Advisers, LP | 2,428 | $246.0K | 0.03% | +2,428 | New |
| Capstone Investment Advisors, LLC | 2,412 | $245.0K | 0.01% | −156,003−98.5% | Reduced |
| Trust Co of Virginia | 2,420 | $245.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,397 | $243.0K | 0.03% | −1,371−36.4% | Reduced |
| Arrow Financial Corp | 2,400 | $243.0K | 0.03% | −75−3.0% | Reduced |
| Corundum Group, Inc. | 2,400 | $243.0K | 0.23% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,400 | $243.0K | 0.15% | +2,400 | New |
| Holderness Investments Co | 2,385 | $242.0K | 0.08% | −300−11.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $241.0K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,364 | $240.0K | 0.01% | −331−12.3% | Reduced |
| Tran Capital Management, L.P. | 2,342 | $237.0K | 0.02% | −5,497−70.1% | Reduced |
| TD Private Client Wealth LLC | 2,312 | $234.4K | 0.01% | −50−2.1% | Reduced |
| Centaurus Financial, Inc. | 2,307 | $234.0K | 0.02% | −271−10.5% | Reduced |
| Greenwich Investment Management, Inc. | 2,303 | $234.0K | 0.14% | −205−8.2% | Reduced |
| Aveo Capital Partners, LLC | 2,308 | $234.0K | 0.04% | +2,308 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,290 | $232.0K | 0.06% | −800−25.9% | Reduced |
| Chickasaw Capital Management LLC | 2,274 | $231.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,277 | $231.0K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,269 | $230.0K | 0.06% | +2,269 | New |
| CoreCap Advisors, LLC | 2,260 | $229.0K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,255 | $229.0K | 0.09% | +2,255 | New |
| Segall Bryant & Hamill, LLC | 2,240 | $227.0K | 0.00% | −10−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 2,224 | $226.0K | 0.09% | 00.0% | Unchanged |
| Ariel Investments, LLC | 2,232 | $226.0K | 0.00% | +2,232 | New |
| Telemus Capital, LLC | 2,210 | $224.0K | 0.02% | −4,116−65.1% | Reduced |
| Acadian Asset Management LLC | 2,216 | $224.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,196 | $223.0K | 0.04% | −220−9.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $223.0K | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,200 | $223.0K | 0.08% | 00.0% | Unchanged |
| American Trust | 2,200 | $223.0K | 0.01% | +2,200 | New |
| Sepio Capital, LP | 2,188 | $222.0K | 0.02% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,181 | $221.2K | 0.07% | +2,181 | New |
| CVA Family Office, LLC | 2,180 | $221.0K | 0.05% | +280+14.7% | Added |
| KCM Investment Advisors LLC | 2,167 | $220.0K | 0.01% | −276−11.3% | Reduced |
| Osterweis Capital Management Inc | 2,160 | $219.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,296 | $216.0K | 0.02% | −786−25.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,131 | $216.0K | 0.00% | −10−0.5% | Reduced |
| Change Path, LLC | 2,116 | $215.0K | 0.01% | +2,116 | New |
| Badgley Phelps Wealth Managers, LLC | 2,100 | $213.0K | 0.01% | −125−5.6% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $213.0K | 0.08% | 00.0% | Unchanged |
| JLB & Associates Inc | 2,075 | $210.0K | 0.03% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,068 | $210.0K | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 2,124 | $210.0K | 0.00% | +2,124 | New |
| De Burlo Group Inc | 2,063 | $209.2K | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 2,050 | $208.0K | 0.04% | −45−2.1% | Reduced |
| Brighton Jones LLC | 2,050 | $208.0K | 0.01% | +10.0% | Added |
| LVZ Advisors, Inc. | 2,048 | $208.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 2,000 | $206.0K | 0.03% | +500+33.3% | Added |
| Geller Advisors LLC | 2,012 | $204.0K | 0.04% | −78−3.7% | Reduced |
| LCNB Corp | 2,010 | $204.0K | 0.10% | −65−3.1% | Reduced |
| Meristem Family Wealth, LLC | 2,007 | $204.0K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 2,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $203.0K | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,993 | $202.0K | 0.00% | −2,091−51.2% | Reduced |
| Alphasimplex Group, LLC | 1,991 | $202.0K | 0.74% | −447−18.3% | Reduced |
| Physicians Financial Services, Inc. | 1,990 | $202.0K | 0.08% | +1,990 | New |
| Summit X, LLC | 1,982 | $201.0K | 0.05% | +42+2.2% | Added |
| Claro Advisors LLC | 1,929 | $200.0K | 0.07% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,875 | $192.0K | 0.03% | +246+15.1% | Added |
| Boit C F David | 1,850 | $188.0K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,845 | $187.0K | 0.02% | +64+3.6% | Added |
| Compagnie Lombard Odier SCmA | 1,780 | $180.0K | 0.00% | −1,000−36.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,755 | $178.0K | 0.01% | +34+2.0% | Added |
| Desjardins Global Asset Management Inc. | 1,695 | $171.0K | 0.01% | −102−5.7% | Reduced |
| Parkside Financial Bank & Trust | 1,630 | $165.0K | 0.04% | −9,863−85.8% | Reduced |
| O'Dell Group, LLC | 1,608 | $163.0K | 0.05% | −160−9.0% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $158.0K | 0.10% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,532 | $155.0K | 0.01% | +1,532 | New |
| City State Bank | 1,460 | $148.0K | 0.09% | +109+8.1% | Added |
| Sutton Wealth Advisors Inc. | 1,456 | $147.6K | 0.05% | −44−2.9% | Reduced |
| Sargent Bickham Lagudis LLC | 1,400 | $142.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,385 | $140.0K | 0.04% | −1−0.1% | Reduced |
| Baystate Wealth Management LLC | 1,351 | $137.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 1,350 | $137.0K | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,293 | $131.0K | 0.00% | −3,219−71.3% | Reduced |
| Arcadia Investment Management Corp | 1,284 | $130.0K | 0.02% | −1,368−51.6% | Reduced |
| Northern Oak Wealth Management Inc | 1,274 | $129.0K | 0.02% | −20−1.5% | Reduced |