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 |
|---|---|---|---|---|---|
| Zeke Capital Advisors, LLC | 8,509 | $863.0K | 0.04% | +4,205+97.7% | Added |
| Smithfield Trust Co | 8,452 | $859.0K | 0.06% | +190+2.3% | Added |
| Venture Visionary Partners LLC | 8,375 | $849.0K | 0.06% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 8,165 | $844.0K | 0.19% | +419+5.4% | Added |
| Pathstone Family Office, LLC | 8,297 | $844.0K | 0.02% | +3,819+85.3% | Added |
| Westbourne Investment Advisors, Inc. | 8,300 | $842.0K | 0.35% | −474−5.4% | Reduced |
| ICW Investment Advisors LLC | 8,275 | $839.0K | 0.48% | +106+1.3% | Added |
| Fortis Capital Management LLC | 8,273 | $839.0K | 0.44% | +1,116+15.6% | Added |
| First Nebraska Trust Co | 8,245 | $836.0K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 8,206 | $832.0K | 0.06% | +613+8.1% | Added |
| Midwest Professional Planners, LTD. | 8,162 | $828.0K | 0.41% | +352+4.5% | Added |
| Aurora Investment Counsel | 8,154 | $827.0K | 0.53% | +2,274+38.7% | Added |
| IFP Advisors, Inc | 10,931 | $826.0K | 0.01% | +8,526+354.5% | Added |
| Grimes & Company, Inc. | 8,085 | $819.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 8,078 | $819.0K | 0.03% | +260+3.3% | Added |
| Grassi Investment Management | 8,000 | $811.0K | 0.09% | −16,665−67.6% | Reduced |
| Wayfinding Financial, LLC | 8,347 | $798.0K | 0.67% | +40.0% | Added |
| Boston Common Asset Management, LLC | 7,850 | $796.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,740 | $785.0K | 0.18% | +5,315+219.2% | Added |
| City Holding Co | 7,632 | $774.0K | 0.13% | −116−1.5% | Reduced |
| Stevard, LLC | 7,600 | $771.0K | 0.59% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,543 | $765.0K | 0.13% | −1,143−13.2% | Reduced |
| Johnson Investment Counsel Inc | 7,540 | $765.0K | 0.01% | −25−0.3% | Reduced |
| Latitude Advisors, LLC | 7,494 | $760.0K | 0.17% | +2,372+46.3% | Added |
| Integrated Wealth Concepts LLC | 7,484 | $759.0K | 0.02% | −452−5.7% | Reduced |
| American Portfolios Advisors | 7,458 | $756.2K | 0.03% | −360−4.6% | Reduced |
| Manchester Capital Management LLC | 7,454 | $756.0K | 0.11% | +102+1.4% | Added |
| Fisher Asset Management, LLC | 7,414 | $752.0K | 0.00% | +7,414 | New |
| Abacus Planning Group, Inc. | 7,404 | $751.0K | 0.20% | 00.0% | Unchanged |
| AIA Group Ltd | 7,403 | $751.0K | 0.03% | +2,262+44.0% | Added |
| Abacus Wealth Partners, LLC | 7,328 | $743.1K | 0.33% | −29−0.4% | Reduced |
| Meritage Portfolio Management | 7,329 | $743.0K | 0.05% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,292 | $739.0K | 0.02% | −27−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 7,286 | $739.0K | 0.04% | −5−0.1% | Reduced |
| Wintrust Investments LLC | 7,233 | $733.0K | 0.07% | −550−7.1% | Reduced |
| Nicolet Bankshares Inc | 7,219 | $732.0K | 0.16% | −68−0.9% | Reduced |
| ASB Consultores, LLC | 7,197 | $730.0K | 0.31% | +203+2.9% | Added |
| Thoroughbred Financial Services, LLC | 7,178 | $727.0K | 0.12% | +471+7.0% | Added |
| Meeder Asset Management Inc | 7,136 | $724.0K | 0.04% | +7,136 | New |
| VeraBank, N.A. | 7,130 | $723.0K | 0.37% | 00.0% | Unchanged |
| Fort, L.P. | 7,099 | $720.0K | 0.27% | −1,477−17.2% | Reduced |
| Townsend Asset Management Corp | 7,045 | $714.0K | 0.35% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,033 | $713.0K | 0.26% | −170−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,035 | $713.0K | 0.06% | +578+9.0% | Added |
| Eqis Capital Management, Inc. | 7,009 | $711.0K | 0.06% | −14,501−67.4% | Reduced |
| American National Insurance Co | 7,000 | $710.0K | 0.19% | −1,680−19.4% | Reduced |
| Dryden Capital, LLC | 7,000 | $710.0K | 0.44% | +2,000+40.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 6,990 | $709.0K | 0.09% | +300+4.5% | Added |
| Oak Thistle LLC | 6,947 | $705.0K | 0.37% | +6,947 | New |
| Fairfield, Bush & Co. | 6,940 | $704.0K | 0.35% | −1,700−19.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,903 | $700.0K | 0.68% | +183+2.7% | Added |
| Global Retirement Partners, LLC | 7,226 | $700.0K | 0.06% | +7,226 | New |
| Aureus Asset Management, LLC | 6,880 | $698.0K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,760 | $685.0K | 0.39% | +1,680+33.1% | Added |
| Wesbanco Bank Inc | 6,700 | $679.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 6,653 | $675.0K | 0.00% | +251+3.9% | Added |
| Wolverine Trading, LLC | 6,601 | $674.0K | 0.02% | −46,749−87.6% | Reduced |
| Certified Advisory Corp | 6,646 | $674.0K | 0.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 6,649 | $674.0K | 0.04% | +4,279+180.5% | Added |
| American National Registered Investment Advisor, Inc. | 6,627 | $672.0K | 0.24% | −170−2.5% | Reduced |
| HBK Sorce Advisory LLC | 6,617 | $671.0K | 0.04% | −792−10.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,592 | $668.0K | 0.11% | +5+0.1% | Added |
| Sadoff Investment Management LLC | 6,579 | $667.0K | 0.04% | −554−7.8% | Reduced |
| Kingsview Wealth Management, LLC | 6,565 | $665.7K | 0.03% | −40−0.6% | Reduced |
| Stokes Family Office, LLC | 6,562 | $665.0K | 0.09% | +128+2.0% | Added |
| Freedom Day Solutions, LLC | 6,555 | $665.0K | 0.28% | +810+14.1% | Added |
| First Washington CORP | 6,500 | $659.0K | 0.27% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,469 | $656.0K | 0.03% | −1,990−23.5% | Reduced |
| Tectonic Advisors LLC | 6,444 | $653.0K | 0.11% | +891+16.0% | Added |
| CoreFirst Bank & Trust | 6,400 | $649.0K | 0.44% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 6,388 | $648.0K | 1.21% | −196−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,356 | $644.0K | 0.03% | −9,347−59.5% | Reduced |
| Rehmann Capital Advisory Group | 6,359 | $643.1K | 0.06% | +501+8.6% | Added |
| Partners Group Holding AG | 6,299 | $639.0K | 0.03% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 6,302 | $639.0K | 0.40% | +788+14.3% | Added |
| Keybank National Association | 6,277 | $637.0K | 0.00% | +1,265+25.2% | Added |
| MUFG Securities EMEA plc | 6,241 | $633.0K | 0.02% | −1,780−22.2% | Reduced |
| Voya Financial Advisors, Inc. | 6,083 | $621.0K | 0.07% | +1,494+32.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $620.0K | 0.04% | −500−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,118 | $620.0K | 0.01% | +6,118 | New |
| Sigma Planning Corp | 6,107 | $619.0K | 0.02% | +278+4.8% | Added |
| First American Trust, FSB | 6,107 | $619.0K | 0.09% | +6,107 | New |
| Virtu Financial LLC | 6,051 | $614.0K | 0.05% | −1,652−21.4% | Reduced |
| Copperwynd Financial, LLC | 6,047 | $613.0K | 0.25% | +302+5.3% | Added |
| Bank of Stockton | 6,024 | $611.0K | 0.19% | −875−12.7% | Reduced |
| Eukles Asset Management | 6,029 | $611.0K | 0.33% | −230−3.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $608.0K | 0.16% | −306−4.9% | Reduced |
| Balentine LLC | 5,954 | $604.0K | 0.02% | +5,954 | New |
| Aaron Wealth Advisors | 61,042 | $602.0K | 0.01% | +61,042 | New |
| LVM Capital Management Ltd | 5,925 | $601.0K | 0.08% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,893 | $598.0K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 5,883 | $597.0K | 0.07% | +193+3.4% | Added |
| Lafayette Investments, Inc. | 5,874 | $596.0K | 0.15% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 5,878 | $596.0K | 0.02% | +5,878 | New |
| Boston Private Wealth LLC | 5,851 | $593.0K | 0.01% | +11+0.2% | Added |
| Hilltop Holdings Inc. | 5,837 | $592.0K | 0.07% | +227+4.0% | Added |
| Whittier Trust Co | 5,842 | $592.0K | 0.01% | +881+17.8% | Added |
| Colonial River Wealth Management, LLC | 3,358 | $592.0K | 0.34% | +3,358 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,800 | $588.0K | 0.13% | +44+0.8% | Added |
| Chase Investment Counsel Corp | 5,795 | $587.0K | 0.26% | 00.0% | Unchanged |