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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 22,704 | $2.30M | 0.02% | −18,266−44.6% | Reduced |
| True North Advisors, LLC | 22,500 | $2.28M | 0.61% | −50.0% | Reduced |
| Agate Pass Investment Management, LLC | 22,346 | $2.27M | 1.41% | +2,203+10.9% | Added |
| Berger Financial Group, Inc | 22,091 | $2.24M | 0.28% | −2,998−11.9% | Reduced |
| Argyle Capital Management Inc. | 22,079 | $2.24M | 0.73% | −1,334−5.7% | Reduced |
| Employees Retirement System of Texas | 22,000 | $2.23M | 0.03% | +12,000+120.0% | Added |
| Trinity Financial Advisors LLC | 21,950 | $2.23M | 1.39% | +865+4.1% | Added |
| Ameritas Investment Partners, Inc. | 21,872 | $2.22M | 0.08% | −342−1.5% | Reduced |
| Altrafin AG | 21,680 | $2.20M | 0.86% | +6,680+44.5% | Added |
| Community Capital Management, Inc. | – | $2.19M | 2.60% | – | – |
| Panagora Asset Management Inc | 21,569 | $2.19M | 0.01% | +6,611+44.2% | Added |
| Regent Investment Management LLC | 21,243 | $2.15M | 0.50% | −855−3.9% | Reduced |
| Cary Street Partners Asset Management LLC | 21,237 | $2.15M | 0.43% | −792−3.6% | Reduced |
| Campbell Newman Asset Management Inc | 21,189 | $2.15M | 0.21% | −67−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 21,043 | $2.13M | 0.12% | −56−0.3% | Reduced |
| Palouse Capital Management, Inc. | 21,027 | $2.13M | 0.94% | −539−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 20,947 | $2.12M | 0.08% | −11,686−35.8% | Reduced |
| Dowling & Yahnke LLC | 20,796 | $2.11M | 0.09% | +2,348+12.7% | Added |
| Capital Analysts, LLC | 20,776 | $2.11M | 0.13% | +650+3.2% | Added |
| Keeler Thomas Management LLC | 20,807 | $2.10M | 1.01% | −3,467−14.3% | Reduced |
| Albert D Mason Inc | 20,662 | $2.10M | 1.35% | +3,839+22.8% | Added |
| Guardian Capital LP | 20,470 | $2.08M | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 20,363 | $2.06M | 0.08% | +371+1.9% | Added |
| Gamble Jones Investment Counsel | 20,312 | $2.06M | 0.13% | +60+0.3% | Added |
| Captrust Financial Advisors | 20,308 | $2.06M | 0.01% | +4,763+30.6% | Added |
| Hall Laurie J Trustee | 20,115 | $2.04M | 0.78% | −9,012−30.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,117 | $2.04M | 0.07% | +4,977+32.9% | Added |
| Umb Bank N A | 20,109 | $2.04M | 0.03% | −9,154−31.3% | Reduced |
| Ruffer LLP | 20,000 | $2.03M | 0.05% | +20,000 | New |
| Bessemer Group Inc | 19,769 | $2.00M | 0.00% | +10,571+114.9% | Added |
| WESCAP Management Group, Inc. | 19,636 | $1.99M | 0.56% | −338−1.7% | Reduced |
| Cetera Advisor Networks LLC | 19,640 | $1.99M | 0.02% | +2,745+16.2% | Added |
| Settian Capital LP | 19,600 | $1.99M | 1.92% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 19,592 | $1.99M | 1.79% | +841+4.5% | Added |
| PEAK6 Investments LLC | 19,283 | $1.96M | 0.06% | −25,370−56.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 18,785 | $1.91M | 0.38% | −9,100−32.6% | Reduced |
| NFJ Investment Group, LLC | 18,701 | $1.90M | 0.04% | +1,781+10.5% | Added |
| Everence Capital Management Inc | 18,626 | $1.89M | 0.14% | −490−2.6% | Reduced |
| Ieq Capital, LLC | 18,547 | $1.88M | 0.04% | −11−0.1% | Reduced |
| Stephens Inc | 18,278 | $1.85M | 0.03% | −17,023−48.2% | Reduced |
| Coastline Trust Co | 18,275 | $1.85M | 0.23% | +380+2.1% | Added |
| Wolf Group Capital Advisors | 18,246 | $1.85M | 0.95% | −37,830−67.5% | Reduced |
| Benchmark Investment Advisors LLC | 18,190 | $1.84M | 1.39% | +165+0.9% | Added |
| Alpha Cubed Investments, LLC | 18,170 | $1.84M | 0.12% | −5,882−24.5% | Reduced |
| Sendero Wealth Management, LLC | 18,118 | $1.84M | 0.85% | +1,715+10.5% | Added |
| Robbins Farley LLC | 17,855 | $1.81M | 1.36% | +17,855 | New |
| Carmel Capital Management L.L.C. | 17,815 | $1.81M | 0.94% | 00.0% | Unchanged |
| Howe & Rusling Inc | 17,803 | $1.80M | 0.21% | +849+5.0% | Added |
| Ellenbecker Investment Group | 17,799 | $1.80M | 0.51% | −941−5.0% | Reduced |
| Alps Advisors Inc | 17,712 | $1.80M | 0.02% | −5,667−24.2% | Reduced |
| Cadence Bank NA | 17,695 | $1.79M | 0.50% | +126+0.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,539 | $1.78M | 0.16% | +1,648+10.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,482 | $1.77M | 0.10% | −740−4.1% | Reduced |
| Mission Wealth Management, LP | 17,082 | $1.73M | 0.08% | +9,956+139.7% | Added |
| Spire Wealth Management | 16,967 | $1.72M | 0.05% | −104−0.6% | Reduced |
| Annex Advisory Services, LLC | 16,800 | $1.70M | 0.12% | −449−2.6% | Reduced |
| Raymond James Trust N.A. | 16,786 | $1.70M | 0.05% | +579+3.6% | Added |
| New York Life Investments Alternatives | 16,741 | $1.70M | 1.18% | −21,614−56.4% | Reduced |
| CenterBook Partners LP | 16,711 | $1.69M | 0.60% | −2,845−14.5% | Reduced |
| Credential Qtrade Securities Inc. | 16,546 | $1.68M | 0.11% | +703+4.4% | Added |
| Chicago Trust Co NA | 16,447 | $1.67M | 0.36% | −1,255−7.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 16,321 | $1.66M | 0.17% | −1,210−6.9% | Reduced |
| Summit Financial Group Inc | 16,315 | $1.65M | 0.56% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,300 | $1.65M | 0.00% | +11,846+266.0% | Added |
| Brewin Dolphin Ltd | 16,258 | $1.65M | 0.07% | −8,657−34.7% | Reduced |
| Brown Brothers Harriman & Co | 16,236 | $1.65M | 0.01% | −275−1.7% | Reduced |
| Bray Capital Advisors | 16,181 | $1.64M | 0.42% | −1,407−8.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,050 | $1.63M | 0.03% | −2,580−13.8% | Reduced |
| North Star Investment Management Corp. | 16,000 | $1.62M | 0.13% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,963 | $1.62M | 0.20% | +300+1.9% | Added |
| Palisade Asset Management, LLC | 15,952 | $1.62M | 0.19% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,833 | $1.60M | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,654 | $1.59M | 0.03% | +2,885+22.6% | Added |
| South Dakota Investment Council | 15,639 | $1.59M | 0.03% | −5,460−25.9% | Reduced |
| Verition Fund Management LLC | 15,580 | $1.58M | 0.03% | −882−5.4% | Reduced |
| AtonRa Partners | 15,525 | $1.57M | 0.85% | −12,631−44.9% | Reduced |
| 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 |
| Graham Capital Wealth Management, LLC | 15,208 | $1.54M | 1.37% | +2,520+19.9% | Added |
| Wedbush Securities Inc | 15,162 | $1.54M | 0.07% | −1,428−8.6% | Reduced |
| Gamco Investors, Inc. Et Al | 14,900 | $1.51M | 0.01% | +1,900+14.6% | Added |
| We Are One Seven, LLC | 14,855 | $1.51M | 0.16% | +17+0.1% | Added |
| Birch Capital Management, LLC | 14,573 | $1.48M | 0.91% | +365+2.6% | Added |
| Vident Investment Advisory, LLC | 14,567 | $1.47M | 0.04% | −11,931−45.0% | Reduced |
| Fayez Sarofim & Co | 14,444 | $1.47M | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 14,440 | $1.46M | 0.17% | +13+0.1% | 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 |
| Dean Investment Associates, LLC | 14,219 | $1.44M | 0.26% | +220+1.6% | Added |
| Duncker Streett & Co Inc | 14,104 | $1.43M | 0.28% | −570−3.9% | Reduced |
| Moody National Bank Trust Division | 14,068 | $1.43M | 0.04% | −1,850−11.6% | Reduced |
| Veriti Management LLC | 13,931 | $1.41M | 0.17% | +1,214+9.5% | Added |
| Financial Advocates Investment Management | 13,875 | $1.41M | 0.09% | −40.0% | Reduced |
| Toroso Investments, LLC | 13,744 | $1.39M | 0.04% | +1,312+10.6% | Added |
| Wetherby Asset Management Inc | 13,716 | $1.39M | 0.08% | −852−5.8% | Reduced |
| LaFleur & Godfrey LLC | 13,700 | $1.39M | 0.19% | +3,095+29.2% | Added |
| Howland Capital Management LLC | 13,685 | $1.39M | 0.07% | −287−2.1% | Reduced |
| AdvisorShares Investments LLC | 13,507 | $1.37M | 0.23% | +1,140+9.2% | Added |
| Cerity Partners LLC | 13,491 | $1.37M | 0.02% | −4,684−25.8% | Reduced |