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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 13,422 | $1.36M | 0.02% | −1,135−7.8% | Reduced |
| Freestone Capital Holdings, LLC | 13,392 | $1.36M | 0.05% | −425−3.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 13,368 | $1.36M | 0.47% | +1,568+13.3% | Added |
| Landaas & Co | 12,969 | $1.35M | 0.72% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13,210 | $1.34M | 0.53% | +370+2.9% | Added |
| Pitcairn Co | 13,199 | $1.34M | 0.12% | +2,228+20.3% | Added |
| Clearstead Advisors, LLC | 12,847 | $1.30M | 0.09% | +365+2.9% | Added |
| Ifrah Financial Services, Inc. | 12,833 | $1.30M | 0.37% | −1,320−9.3% | Reduced |
| Abundance Wealth Counselors | 12,738 | $1.29M | 0.35% | +1,534+13.7% | Added |
| Ergoteles LLC | 12,616 | $1.28M | 0.05% | +12,616 | New |
| JustInvest LLC | 12,608 | $1.28M | 0.06% | +2,173+20.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,515 | $1.27M | 0.11% | −1,861−12.9% | Reduced |
| Citizens Business Bank | 12,495 | $1.27M | 0.15% | −26,717−68.1% | Reduced |
| Banque Cantonale Vaudoise | 12,493 | $1.27M | 0.05% | −2,024−13.9% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 12,491 | $1.27M | 1.77% | +12,491 | New |
| Occudo Quantitative Strategies LP | 12,486 | $1.27M | 0.11% | +2,531+25.4% | Added |
| E Fund Management Co., Ltd. | 12,458 | $1.26M | 0.04% | +453+3.8% | Added |
| Brookstone Capital Management | 12,529 | $1.26M | 0.02% | −1,086−8.0% | Reduced |
| Wealthspire Advisors, LLC | 12,416 | $1.26M | 0.03% | −3,904−23.9% | Reduced |
| Cetera Investment Advisers | 12,379 | $1.25M | 0.02% | −871−6.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,366 | $1.25M | 0.39% | −177−1.4% | Reduced |
| Annandale Capital, LLC | 12,304 | $1.25M | 0.49% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 12,250 | $1.24M | 0.18% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12,198 | $1.24M | 0.13% | +702+6.1% | Added |
| Blueshift Asset Management, LLC | 12,064 | $1.22M | 0.11% | −860−6.7% | Reduced |
| Barbara Oil Co. | 12,000 | $1.22M | 0.56% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 11,992 | $1.22M | 0.90% | −2,566−17.6% | Reduced |
| Montecito Bank & Trust | 11,970 | $1.21M | 0.23% | −137−1.1% | Reduced |
| CAPROCK Group, Inc. | 11,930 | $1.21M | 0.11% | +2,619+28.1% | Added |
| O'Shaughnessy Asset Management, LLC | 11,896 | $1.21M | 0.02% | +2,038+20.7% | Added |
| Harbor Investment Advisory, LLC | 11,811 | $1.20M | 0.16% | +761+6.9% | Added |
| Colony Group LLC | 11,767 | $1.19M | 0.02% | −138,122−92.1% | Reduced |
| Callahan Advisors, LLC | 11,565 | $1.17M | 0.13% | −900−7.2% | Reduced |
| Nomura Holdings Inc | 11,336 | $1.17M | 0.01% | −143,724−92.7% | Reduced |
| Lionsbridge Wealth Management LLC | 11,267 | $1.14M | 1.32% | −335−2.9% | Reduced |
| Nicola Wealth Management Ltd. | 11,212 | $1.14M | 0.10% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 11,121 | $1.13M | 0.47% | +1,819+19.6% | Added |
| Empirical Finance, LLC | 11,051 | $1.12M | 0.13% | +1,253+12.8% | Added |
| Edgemoor Investment Advisors, Inc. | 11,051 | $1.12M | 0.12% | +6,189+127.3% | Added |
| Column Capital Advisors, LLC | 10,992 | $1.11M | 0.20% | −14−0.1% | Reduced |
| Brown Advisory Inc | 10,911 | $1.11M | 0.00% | −594−5.2% | Reduced |
| Gould Capital, LLC | 10,845 | $1.10M | 0.79% | +10,845 | New |
| Prudential PLC | 10,795 | $1.09M | 0.02% | +10,795 | New |
| Rockefeller Capital Management L.P. | 10,710 | $1.08M | 0.01% | −7,365−40.7% | Reduced |
| Foundations Investment Advisors, LLC | 10,815 | $1.08M | 0.04% | +363+3.5% | Added |
| Poehling Capital Management, LLC | 10,620 | $1.08M | 0.33% | +552+5.5% | Added |
| Cigna Investments Inc | 10,512 | $1.07M | 0.13% | −2,954−21.9% | Reduced |
| Greenleaf Trust | 10,499 | $1.06M | 0.01% | −13−0.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.05M | 0.53% | +10,285 | New |
| Signaturefd, LLC | 10,364 | $1.05M | 0.03% | −1,722−14.2% | Reduced |
| Burney Co | 10,256 | $1.04M | 0.05% | −472−4.4% | Reduced |
| AdvisorNet Financial, Inc | 10,259 | $1.04M | 0.07% | +30+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 10,239 | $1.04M | 0.30% | +898+9.6% | Added |
| Lederer & Associates Investment Counsel | 10,111 | $1.02M | 0.63% | −440−4.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,110 | $1.02M | 0.36% | −400−3.8% | Reduced |
| Kendall Capital Management | 10,095 | $1.02M | 0.49% | −75−0.7% | Reduced |
| Lynch Asset Management, Inc. | 10,000 | $1.01M | 0.72% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,978 | $1.01M | 0.45% | +4,079+69.1% | Added |
| Johnson Financial Group, Inc. | 9,934 | $1.01M | 0.07% | −112−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,820 | $996.0K | 0.03% | −368−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,796 | $993.0K | 0.01% | +6,350+184.3% | Added |
| Capital Asset Advisory Services LLC | 9,766 | $990.0K | 0.11% | +2,938+43.0% | Added |
| Focus Financial Network, Inc. | 9,617 | $975.2K | 0.07% | +9,617 | New |
| Y-Intercept (Hong Kong) Ltd | 9,583 | $972.0K | 0.22% | +9,583 | New |
| Central Bank & Trust Co | 9,580 | $971.0K | 0.15% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,569 | $970.0K | 0.02% | −36−0.4% | Reduced |
| IBM Retirement Fund | 9,561 | $969.0K | 0.14% | −382−3.8% | Reduced |
| Regal Investment Advisors LLC | 9,532 | $966.0K | 0.09% | +466+5.1% | Added |
| Moloney Securities Asset Management, LLC | 9,490 | $962.0K | 0.19% | −600−5.9% | Reduced |
| Brown Capital Management LLC | 9,467 | $960.0K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 9,450 | $958.0K | 0.34% | −100−1.0% | Reduced |
| Vestcor Inc | 9,401 | $953.0K | 0.03% | +2,045+27.8% | Added |
| Metis Global Partners, LLC | 9,392 | $953.0K | 0.11% | +4,195+80.7% | Added |
| Redpoint Investment Management Pty Ltd | 9,389 | $952.0K | 0.10% | −3,725−28.4% | Reduced |
| Kowal Investment Group, LLC | 9,374 | $951.0K | 0.29% | +81+0.9% | Added |
| Malaga Cove Capital, LLC | 9,383 | $951.0K | 0.44% | +1,044+12.5% | Added |
| CWM, LLC | 9,267 | $940.0K | 0.01% | −25,560−73.4% | Reduced |
| Quantamental Technologies LLC | 9,269 | $940.0K | 0.54% | +9,269 | New |
| SkyOak Wealth, LLC | 9,248 | $938.0K | 0.26% | −201−2.1% | Reduced |
| American Century Companies Inc | 9,227 | $936.0K | 0.00% | +870+10.4% | Added |
| Addison Advisors LLC | 9,212 | $934.0K | 0.51% | +2,080+29.2% | Added |
| Mason Investment Advisory Services, Inc. | 9,170 | $929.8K | 0.08% | −7,572−45.2% | Reduced |
| Steinberg Asset Management LLC | 9,152 | $928.0K | 0.85% | −12−0.1% | Reduced |
| Segment Wealth Management, LLC | 9,131 | $926.0K | 0.10% | +440+5.1% | Added |
| Granite Investment Partners, LLC | 9,040 | $917.0K | 0.03% | −2,579−22.2% | Reduced |
| Lyon Street Capital, LLC | 9,000 | $913.0K | 1.36% | −2,000−18.2% | Reduced |
| Sun Life Financial INC | 8,977 | $908.0K | 0.04% | −59−0.7% | Reduced |
| Key Financial Inc | 8,906 | $903.0K | 0.45% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,865 | $899.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 8,862 | $899.0K | 0.08% | +8,862 | New |
| Choate Investment Advisors | 8,845 | $897.0K | 0.05% | −1,215−12.1% | Reduced |
| Venturi Wealth Management, LLC | 8,804 | $893.0K | 0.07% | +30+0.3% | Added |
| Peoples Bank | 8,790 | $891.0K | 0.45% | +25+0.3% | Added |
| Koshinski Asset Management, Inc. | 8,766 | $888.9K | 0.07% | −104−1.2% | Reduced |
| Integrated Advisors Network LLC | 8,733 | $885.0K | 0.05% | +935+12.0% | Added |
| Veracity Capital LLC | 8,723 | $885.0K | 0.37% | +1,940+28.6% | Added |
| Stratos Wealth Partners, LTD. | 8,626 | $875.0K | 0.02% | +1,057+14.0% | Added |
| D. E. Shaw & Co., Inc. | 8,634 | $875.0K | 0.00% | +8,634 | New |
| Intelligence Driven Advisers, LLC | 8,665 | $873.0K | 0.16% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 8,522 | $864.0K | 0.19% | 00.0% | Unchanged |