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, Q2 2022
Institutional positions in Fiserv Inc as of Jun 30, 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
- 1,329
- +7 vs. Q1 2022
- Shares held
- 572.4M
- −3.16M (−0.5%) vs. Q1 2022
- Total value
- $50.9B
- −$7.40B (−12.7%) vs. Q1 2022
- New holders
- 111
- 455 more added
- Sold out
- 104
- 558 more reduced
23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 3 | $0 | 0.00% | −27−90.0% | Reduced |
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| CNB Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 5 | $444 | 0.00% | – | – |
| Bellwether Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $1.00K | 0.00% | +4+36.4% | Added |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Better Money Decisions, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Castleview Partners, LLC | 200 | $1.71K | 0.00% | +200 | New |
| Hudock, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 28 | $2.00K | 0.00% | +28 | New |
| SOA Wealth Advisors, LLC. | 40 | $3.00K | 0.00% | −20−33.3% | Reduced |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 38 | $3.00K | 0.00% | +19+100.0% | Added |
| Disciplined Investments, LLC | 31 | $3.00K | 0.00% | +7+29.2% | Added |
| Global Financial Private Client, LLC | 34 | $3.15K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $4.00K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 54 | $4.80K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $5.61K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 67 | $6.00K | 0.00% | −169−71.6% | Reduced |
| Creative Financial Designs Inc | 68 | $6.00K | 0.00% | −25−26.9% | Reduced |
| Beacon Capital Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Cardinal Capital Management, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 80 | $7.00K | 0.00% | +10+14.3% | Added |
| GW&K Investment Management, LLC | 78 | $7.00K | 0.00% | +25+47.2% | Added |
| Bangor Savings Bank | 85 | $7.00K | 0.00% | +85 | New |
| Fieldpoint Private Securities, LLC | 89 | $8.00K | 0.00% | −4,300−98.0% | Reduced |
| Private Capital Group, LLC | 88 | $8.00K | 0.01% | +16+22.2% | Added |
| Loomis Sayles & Co L P | 99 | $9.00K | 0.00% | −19−16.1% | Reduced |
| Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 96 | $9.00K | 0.00% | +96 | New |
| Cordasco Financial Network | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 118 | $10.0K | 0.00% | +36+43.9% | Added |
| Wolff Wiese Magana LLC | 109 | $10.0K | 0.01% | +30+38.0% | Added |
| Trustcore Financial Services, LLC | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $11.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $12.0K | 0.00% | −50−27.2% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 140 | $12.0K | 0.00% | +140 | New |
| Plante Moran Financial Advisors, LLC | 150 | $13.0K | 0.00% | −88−37.0% | Reduced |
| Hanson & Doremus Investment Management | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 180 | $16.0K | 0.01% | +180 | New |
| MV Capital Management, Inc. | 194 | $17.0K | 0.00% | −109−36.0% | Reduced |
| Sittner & Nelson, LLC | 190 | $17.0K | 0.01% | +190 | New |
| Heritage Wealth Management, LLC | 200 | $17.8K | 0.01% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 205 | $18.0K | 0.01% | +205 | New |
| SkyView Investment Advisors, LLC | 209 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 218 | $19.0K | 0.01% | +46+26.7% | Added |
| Prestige Wealth Management Group LLC | 230 | $20.0K | 0.01% | −17−6.9% | Reduced |
| Canton Hathaway, LLC | 240 | $21.0K | 0.01% | +240 | New |
| Pinnacle Bancorp, Inc. | 249 | $22.0K | 0.01% | −6−2.4% | Reduced |
| Earnest Partners LLC | 246 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 248 | $22.0K | 0.01% | +70+39.3% | Added |
| Cambridge Trust Co | 277 | $25.0K | 0.00% | −400−59.1% | Reduced |
| Versant Capital Management, Inc | 278 | $25.0K | 0.01% | −2−0.7% | Reduced |
| Altshuler Shaham Ltd | 292 | $26.0K | 0.00% | −79−21.3% | Reduced |
| Capital Advisors, Ltd. LLC | 294 | $26.0K | 0.00% | −9−3.0% | Reduced |
| Nomura Holdings Inc | 295 | $27.0K | 0.00% | −11,041−97.4% | Reduced |
| Sound Income Strategies, LLC | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 306 | $27.2K | 0.00% | +128+71.9% | Added |
| Arlington Partners LLC | 315 | $28.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 312 | $28.0K | 0.00% | +18+6.1% | Added |
| Legacy CG, LLC | 314 | $28.0K | 0.02% | +314 | New |
| KB Financial Partners, LLC | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 352 | $31.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 346 | $31.0K | 0.03% | +61+21.4% | Added |
| GHP Investment Advisors, Inc. | 374 | $33.0K | 0.00% | −226−37.7% | Reduced |
| Goodman Advisory Group, LLC | 395 | $35.0K | 0.02% | +395 | New |
| IAG Wealth Partners, LLC | 405 | $36.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $36.0K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 424 | $37.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 450 | $40.0K | 0.02% | +410+1,025.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 452 | $40.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 521 | $46.0K | 0.00% | +65+14.3% | Added |
| Larson Financial Group LLC | 533 | $47.0K | 0.01% | +154+40.6% | Added |
| Curi Capital | 528 | $47.0K | 0.01% | +526+26,300.0% | Added |