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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 1,246 | $126.0K | 0.03% | −67−5.1% | Reduced |
| Zullo Investment Group, Inc. | 1,205 | $122.0K | 0.06% | +4+0.3% | Added |
| Bank of New Hampshire | 1,190 | $121.0K | 0.03% | +1,190 | New |
| Glassman Wealth Services | 1,182 | $120.0K | 0.02% | +633+115.3% | Added |
| TCI Wealth Advisors, Inc. | 1,143 | $116.0K | 0.02% | −56−4.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,148 | $116.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $113.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,104 | $112.0K | 0.01% | −2,593−70.1% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $112.0K | 0.17% | +1,100 | New |
| TD Ameritrade Investment Management, LLC | 1,077 | $109.0K | 0.00% | +30+2.9% | Added |
| Lindbrook Capital, LLC | 1,078 | $109.0K | 0.02% | +127+13.4% | Added |
| WFA Asset Management Corp | 1,050 | $106.5K | 0.07% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,050 | $106.0K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,033 | $105.0K | 0.04% | −53−4.9% | Reduced |
| Crewe Advisors LLC | 1,001 | $102.0K | 0.02% | +842+529.6% | Added |
| Atwood & Palmer Inc | 1,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 963 | $98.0K | 0.00% | +590+158.2% | Added |
| Quent Capital, LLC | 955 | $97.0K | 0.02% | −25−2.6% | Reduced |
| TCWP LLC | 896 | $90.0K | 0.02% | +896 | New |
| Freedman Financial Associates, Inc. | 864 | $89.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 871 | $88.0K | 0.00% | −643−42.5% | Reduced |
| Norway Savings Bank | 828 | $84.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $83.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $81.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $81.0K | 0.04% | +500+166.7% | Added |
| Centiva Capital, LP | 798 | $81.0K | 0.00% | +798 | New |
| Piscataqua Savings Bank | 786 | $79.0K | 0.06% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 770 | $78.0K | 0.02% | −22,808−96.7% | Reduced |
| Fred Alger Management, LLC | 745 | $76.0K | 0.00% | +97+15.0% | Added |
| Covestor Ltd | 745 | $76.0K | 0.05% | +361+94.0% | Added |
| West Branch Capital LLC | 730 | $74.0K | 0.04% | −40−5.2% | Reduced |
| Cambridge Trust Co | 677 | $69.0K | 0.00% | +180+36.2% | Added |
| Optimum Investment Advisors | 650 | $66.0K | 0.03% | −430−39.8% | Reduced |
| Zions Bancorporation, N.A. | 642 | $65.0K | 0.01% | +61+10.5% | Added |
| Financial Management Professionals, Inc. | 617 | $63.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $61.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $61.0K | 0.02% | +34+6.0% | Added |
| GHP Investment Advisors, Inc. | 600 | $61.0K | 0.00% | +600 | New |
| Hoese & Co LLP | 588 | $60.0K | 0.06% | 00.0% | Unchanged |
| Private Ocean, LLC | 558 | $57.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 512 | $52.0K | 0.00% | +6+1.2% | Added |
| Gemmer Asset Management LLC | 491 | $49.0K | 0.01% | +4+0.8% | Added |
| Catalyst Capital Advisors LLC | 456 | $46.0K | 0.00% | +89+24.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 452 | $45.8K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 460 | $45.0K | 0.01% | +400+666.7% | Added |
| Westside Investment Management, Inc. | 424 | $42.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 400 | $41.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $41.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $41.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 379 | $38.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 371 | $38.0K | 0.00% | +371 | New |
| Tarbox Family Office, Inc. | 361 | $37.0K | 0.01% | −186−34.0% | Reduced |
| McIlrath & Eck, LLC | 352 | $36.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 350 | $35.5K | 0.01% | +350 | New |
| Harel Insurance Investments & Financial Services Ltd. | 345 | $35.0K | 0.00% | −30−8.0% | Reduced |
| KB Financial Partners, LLC | 326 | $33.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 315 | $32.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 303 | $31.0K | 0.00% | −12−3.8% | Reduced |
| Capital Advisors, Ltd. LLC | 303 | $31.0K | 0.01% | +11+3.8% | Added |
| Sound Income Strategies, LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 294 | $30.0K | 0.01% | +147+100.0% | Added |
| Parkside Investments, LLC | 300 | $30.0K | 0.01% | +300 | New |
| Siena Capital LLC | 300 | $30.0K | 0.02% | +300 | New |
| Riverview Trust Co | 285 | $29.0K | 0.02% | +285 | New |
| Versant Capital Management, Inc | 280 | $28.0K | 0.01% | −6−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 255 | $26.0K | 0.01% | +90+54.5% | Added |
| Earnest Partners LLC | 246 | $25.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 245 | $25.0K | 0.00% | +17+7.5% | Added |
| Prestige Wealth Management Group LLC | 247 | $25.0K | 0.01% | +15+6.5% | Added |
| IMA Wealth, Inc. | 236 | $24.0K | 0.01% | −141−37.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 238 | $24.0K | 0.00% | −91−27.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 212 | $21.0K | 0.01% | −5−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 209 | $21.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 184 | $19.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 178 | $18.0K | 0.00% | −318−64.1% | Reduced |
| EverSource Wealth Advisors, LLC | 178 | $18.0K | 0.00% | −168−48.6% | Reduced |
| AllSquare Wealth Management LLC | 181 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 166 | $16.0K | 0.00% | +4+2.5% | Added |
| Hanson & Doremus Investment Management | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | New |
| Motco | 136 | $14.0K | 0.00% | −95−41.1% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $14.0K | 0.00% | +28+25.9% | Added |
| Trustcore Financial Services, LLC | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $13.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 118 | $12.0K | 0.00% | −63−34.8% | Reduced |
| Cordasco Financial Network | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $11.0K | 0.00% | −1,027−90.4% | Reduced |
| Bedel Financial Consulting, Inc. | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 97 | $9.00K | 0.01% | −478−83.1% | Reduced |
| Creative Financial Designs Inc | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 82 | $8.00K | 0.00% | −60−42.3% | Reduced |