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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 529 | $47.1K | 0.03% | +529 | New |
| Zions Bancorporation, N.A. | 553 | $49.0K | 0.00% | −89−13.9% | Reduced |
| Private Ocean, LLC | 558 | $49.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 547 | $49.0K | 0.01% | +35+6.8% | Added |
| Hoese & Co LLP | 588 | $52.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 520 | $52.0K | 0.01% | +120+30.0% | Added |
| Global Trust Asset Management, LLC | 600 | $53.0K | 0.03% | −433−41.9% | Reduced |
| First PREMIER Bank | 600 | $53.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $53.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 604 | $54.0K | 0.00% | −473−43.9% | Reduced |
| Piscataqua Savings Bank | 605 | $54.0K | 0.05% | −181−23.0% | Reduced |
| New Millennium Group LLC | 631 | $56.0K | 0.06% | +631 | New |
| Pinebridge Investments, L.P. | 638 | $57.0K | 0.00% | +571+852.2% | Added |
| Fred Alger Management, LLC | 660 | $59.0K | 0.00% | −85−11.4% | Reduced |
| Private Trust Co NA | 684 | $61.0K | 0.01% | −13,606−95.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 683 | $61.0K | 0.00% | −1,448−67.9% | Reduced |
| Group One Trading, L.P. | 706 | $63.0K | 0.00% | −2,451−77.6% | Reduced |
| West Branch Capital LLC | 730 | $65.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 729 | $65.0K | 0.02% | +112+18.2% | Added |
| Vectors Research Management, LLC | 770 | $69.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 776 | $69.0K | 0.02% | +776 | New |
| Evermay Wealth Management LLC | 800 | $71.0K | 0.01% | −1,396−63.6% | Reduced |
| Norway Savings Bank | 803 | $71.0K | 0.04% | −25−3.0% | Reduced |
| Heritage Wealth Advisors | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $73.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 827 | $74.0K | 0.06% | +82+11.0% | Added |
| Neo Ivy Capital Management | 841 | $74.0K | 0.20% | +841 | New |
| WFA of San Diego, LLC | 870 | $77.0K | 0.07% | +870 | New |
| Hallmark Capital Management Inc | 900 | $80.0K | 0.01% | +900 | New |
| Glassman Wealth Services | 997 | $89.0K | 0.02% | −185−15.7% | Reduced |
| Atwood & Palmer Inc | 1,000 | $89.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,010 | $90.0K | 0.01% | −1,250−55.3% | Reduced |
| Quent Capital, LLC | 1,036 | $92.0K | 0.02% | +81+8.5% | Added |
| WFA Asset Management Corp | 1,050 | $93.4K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,051 | $94.0K | 0.01% | −92−8.0% | Reduced |
| Proequities, Inc. | 1,097 | $98.0K | 0.01% | −7−0.6% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $98.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $99.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,143 | $102.0K | 0.03% | −5−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,143 | $102.0K | 0.01% | +1,143 | New |
| Prospera Financial Services Inc | 1,159 | $103.0K | 0.01% | −373−24.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,014 | $103.0K | 0.00% | +1,014 | New |
| Baystate Wealth Management LLC | 1,179 | $105.0K | 0.01% | −172−12.7% | Reduced |
| Bank of New Hampshire | 1,190 | $106.0K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,050 | $106.0K | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,215 | $108.0K | 0.07% | +10+0.8% | Added |
| Deseret Mutual Benefit Administrators | 1,246 | $111.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,274 | $113.0K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,284 | $114.2K | 0.05% | +1,284 | New |
| Canada Pension Plan Investment Board | 1,293 | $115.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,312 | $117.0K | 0.01% | +1,312 | New |
| Sargent Bickham Lagudis LLC | 1,400 | $125.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,477 | $131.0K | 0.00% | +606+69.6% | Added |
| Arcadia Investment Management Corp | 1,495 | $133.0K | 0.03% | +211+16.4% | Added |
| CX Institutional | 1,496 | $133.0K | 0.01% | +1,496 | New |
| TD Private Client Wealth LLC | 1,507 | $134.1K | 0.01% | −805−34.8% | Reduced |
| Sutton Wealth Advisors Inc. | 1,509 | $134.3K | 0.05% | +53+3.6% | Added |
| Money Concepts Capital Corp | 1,462 | $135.0K | 0.01% | −1,225−45.6% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $138.0K | 0.10% | 00.0% | Unchanged |
| City State Bank | 1,580 | $141.0K | 0.10% | +120+8.2% | Added |
| O'Dell Group, LLC | 1,608 | $143.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,635 | $145.0K | 0.04% | −545−25.0% | Reduced |
| Cutler Group LP | 1,644 | $146.0K | 0.02% | −2,547−60.8% | Reduced |
| Parkside Financial Bank & Trust | 1,669 | $148.0K | 0.05% | +39+2.4% | Added |
| Washington Trust Advisors, Inc. | 1,727 | $153.0K | 0.01% | −28−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,780 | $158.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,833 | $163.0K | 0.01% | −766−29.5% | Reduced |
| Optimum Investment Advisors | 1,875 | $167.0K | 0.08% | +1,225+188.5% | Added |
| Concord Wealth Partners | 1,905 | $169.0K | 0.05% | +520+37.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,928 | $175.0K | 0.03% | +53+2.8% | Added |
| CKW Financial Group | 1,900 | $176.0K | 0.03% | −100−5.0% | Reduced |
| Castleark Management LLC | 2,000 | $178.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,072 | $184.0K | 0.04% | +1,071+107.0% | Added |
| Paloma Partners Management Co | 2,100 | $187.0K | 0.02% | +2,100 | New |
| Gradient Investments LLC | 2,180 | $194.0K | 0.01% | +1,780+445.0% | Added |
| Acadian Asset Management LLC | 2,216 | $197.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,228 | $198.0K | 0.02% | −79−3.4% | Reduced |
| Horan Securities, Inc. | 2,107 | $198.0K | 0.12% | +2,107 | New |
| Aveo Capital Partners, LLC | 2,249 | $200.0K | 0.03% | −59−2.6% | Reduced |
| Congress Wealth Management LLC | 2,266 | $202.0K | 0.01% | −98−4.1% | Reduced |
| Chickasaw Capital Management LLC | 2,274 | $202.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,274 | $202.0K | 0.09% | +50+2.2% | Added |
| StoneX Group Inc. | 2,281 | $202.9K | 0.02% | +2,281 | New |
| Holderness Investments Co | 2,305 | $205.0K | 0.09% | −80−3.4% | Reduced |
| Greenwich Investment Management, Inc. | 2,303 | $205.0K | 0.15% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,334 | $208.0K | 0.04% | +2,334 | New |
| Modera Wealth Management, LLC | 2,370 | $211.0K | 0.01% | −911−27.8% | Reduced |
| Putnam Investments LLC | 2,368 | $211.0K | 0.00% | −63−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $211.0K | 0.12% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,400 | $214.0K | 0.01% | −200−7.7% | Reduced |
| Arrow Financial Corp | 2,400 | $214.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $214.0K | 0.14% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $214.4K | 0.13% | +2,410 | New |
| Trust Co of Virginia | 2,420 | $215.0K | 0.03% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,412 | $215.0K | 0.10% | +422+21.2% | Added |
| Itau Unibanco Holding S.A. | 2,419 | $215.0K | 0.01% | +2,174+887.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,430 | $216.0K | 0.04% | −33−1.3% | Reduced |
| Schnieders Capital Management LLC | 2,422 | $216.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,423 | $216.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,442 | $217.0K | 0.03% | −153−5.9% | Reduced |