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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 2,440 | $217.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 2,450 | $218.0K | 0.02% | −67−2.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,455 | $218.0K | 0.10% | +200+8.9% | Added |
| Claro Advisors LLC | 2,463 | $219.0K | 0.09% | +534+27.7% | Added |
| Tobam | 2,476 | $220.0K | 0.01% | +2,476 | New |
| Epiq Partners, LLC | 2,480 | $221.0K | 0.14% | −400−13.9% | Reduced |
| Ariel Investments, LLC | 2,496 | $222.0K | 0.00% | +264+11.8% | Added |
| Sandler Capital Management | 2,500 | $222.0K | 0.03% | +2,500 | New |
| Edmond de Rothschild Holding S.A. | 2,500 | $222.0K | 0.01% | +2,500 | New |
| Enlightenment Research, LLC | 2,500 | $222.0K | 0.48% | +2,500 | New |
| Latitude Advisors, LLC | 2,507 | $223.0K | 0.20% | −4,987−66.5% | Reduced |
| Parallel Advisors, LLC | 2,501 | $223.0K | 0.01% | −292−10.5% | Reduced |
| BSW Wealth Partners | 2,502 | $223.0K | 0.05% | +233+10.3% | Added |
| DSC Advisors, L.P. | 2,516 | $224.0K | 0.22% | −299−10.6% | Reduced |
| Riverwater Partners LLC | 2,521 | $224.0K | 0.23% | +2,521 | New |
| Arete Wealth Advisors, LLC | 2,530 | $225.0K | 0.02% | +84+3.4% | Added |
| Radnor Capital Management, LLC | 2,528 | $225.0K | 0.06% | +2,528 | New |
| Leavell Investment Management, Inc. | 2,545 | $226.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $226.0K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,486 | $230.0K | 0.03% | −86−3.3% | Reduced |
| Investors Asset Management of Georgia Inc | 2,582 | $230.0K | 0.12% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,600 | $231.0K | 0.01% | −68−2.5% | Reduced |
| Heron Financial Group, LLC | 2,599 | $231.0K | 0.14% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,634 | $234.0K | 0.15% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,625 | $234.0K | 0.40% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,610 | $234.0K | 0.21% | 00.0% | Unchanged |
| First Manhattan Co | 2,680 | $238.0K | 0.00% | −800−23.0% | Reduced |
| Peloton Wealth Strategists | 2,675 | $238.0K | 0.12% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,691 | $239.0K | 0.00% | −945−26.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,695 | $240.0K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,695 | $240.0K | 0.05% | +2,695 | New |
| Old Port Advisors | 2,556 | $241.0K | 0.09% | −81−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,280 | $241.0K | 0.02% | −16−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,290 | $242.0K | 0.06% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 2,730 | $243.0K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,740 | $244.0K | 0.03% | −3,822−58.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $244.0K | 0.00% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 2,750 | $244.7K | 0.41% | −250−8.3% | Reduced |
| Vestor Capital, LLC | 2,758 | $245.0K | 0.03% | −120,506−97.8% | Reduced |
| Kovack Advisors, Inc. | 2,752 | $245.0K | 0.03% | −1,580−36.5% | Reduced |
| Cowa, LLC | 2,759 | $245.0K | 0.14% | −49−1.7% | Reduced |
| FDx Advisors, Inc. | 2,767 | $246.0K | 0.01% | +143+5.4% | Added |
| West Family Investments, Inc. | 2,789 | $248.0K | 0.10% | +2,789 | New |
| Chiron Capital Management, LLC | 2,800 | $249.0K | 0.16% | +400+16.7% | Added |
| Personal Capital Advisors Corp | 2,834 | $252.0K | 0.00% | −960−25.3% | Reduced |
| Old National Bancorp | 2,839 | $252.0K | 0.01% | +15+0.5% | Added |
| CRA Financial Services, LLC | 2,843 | $253.0K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,854 | $254.0K | 0.01% | −215−7.0% | Reduced |
| Ingalls & Snyder LLC | 2,870 | $255.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,861 | $255.0K | 0.02% | +2,861 | New |
| Sandy Spring Bank | 2,892 | $257.0K | 0.02% | −220−7.1% | Reduced |
| Townsend & Associates, Inc | 2,789 | $258.0K | 0.12% | +41+1.5% | Added |
| MONECO Advisors, LLC | 2,916 | $259.0K | 0.10% | +202+7.4% | Added |
| Balasa Dinverno & Foltz LLC | 2,947 | $262.0K | 0.02% | +513+21.1% | Added |
| Gladstone Institutional Advisory LLC | 2,989 | $266.0K | 0.02% | −149−4.7% | Reduced |
| Cito Capital Group, LLC | 3,000 | $267.0K | 0.15% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,010 | $268.0K | 0.03% | +3,010 | New |
| NewEdge Wealth, LLC | 3,031 | $270.0K | 0.01% | +3,031 | New |
| Seven Eight Capital, LP | 3,051 | $271.0K | 0.11% | −69−2.2% | Reduced |
| Penserra Capital Management LLC | 3,051 | $271.0K | 0.01% | −75−2.4% | Reduced |
| Canandaigua National Corp | 3,041 | $271.0K | 0.05% | −41−1.3% | Reduced |
| Ellevest, Inc. | 3,044 | $271.0K | 0.03% | −32−1.0% | Reduced |
| Essex Financial Services, Inc. | 3,082 | $274.0K | 0.03% | −178−5.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $275.0K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3,101 | $275.0K | 0.23% | +240+8.4% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $276.0K | 0.04% | 00.0% | Unchanged |
| Moreno Evelyn V | 3,107 | $276.0K | 0.06% | +3,107 | New |
| JGP Wealth Management, LLC | 2,957 | $278.0K | 0.06% | +34+1.2% | Added |
| TRUE Private Wealth Advisors | 3,142 | $279.0K | 0.04% | −525−14.3% | Reduced |
| Pegasus Partners Ltd. | 3,132 | $279.0K | 0.06% | −263−7.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,148 | $280.0K | 0.01% | +132+4.4% | Added |
| Forte Capital LLC | 3,163 | $281.0K | 0.05% | −25−0.8% | Reduced |
| Wunderlich Capital Managemnt | 3,154 | $281.0K | 0.16% | +3,154 | New |
| Fragasso Group Inc. | 3,162 | $281.0K | 0.04% | +3,162 | New |
| MQS Management LLC | 3,166 | $282.0K | 0.19% | +3,166 | New |
| Provident Trust Co | 3,184 | $283.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,609 | $286.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,237 | $288.0K | 0.01% | −1,178−26.7% | Reduced |
| Sawtooth Solutions, LLC | 3,251 | $289.0K | 0.04% | +499+18.1% | Added |
| Whittier Trust Co of Nevada Inc | 3,274 | $291.0K | 0.01% | +319+10.8% | Added |
| Global Assets Advisory, LLC | 3,185 | $291.0K | 0.63% | +3,185 | New |
| SRS Capital Advisors, Inc. | 3,282 | $292.0K | 0.04% | +1,437+77.9% | Added |
| Jefferies Group LLC | 3,295 | $293.2K | 0.01% | +3,295 | New |
| Fort, L.P. | 3,325 | $296.0K | 0.20% | −3,774−53.2% | Reduced |
| Marotta Asset Management | 3,200 | $296.3K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,336 | $297.0K | 0.10% | +3,336 | New |
| Gateway Investment Advisers LLC | 3,353 | $298.0K | 0.00% | −27−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 3,348 | $298.0K | 0.04% | +1,071+47.0% | Added |
| Beacon Financial Group | 3,231 | $299.0K | 0.04% | −228−6.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,388 | $301.0K | 0.01% | −356−9.5% | Reduced |
| Beta Wealth Group, Inc. | 3,400 | $302.0K | 0.20% | +100+3.0% | Added |
| Cooper Financial Group | 3,433 | $305.0K | 0.11% | +105+3.2% | Added |
| Wealth Alliance | 3,438 | $305.0K | 0.06% | +3,438 | New |
| Keystone Financial Services | 2,878 | $305.0K | 0.17% | +2,878 | New |
| Sequoia Financial Advisors, LLC | 3,438 | $306.0K | 0.01% | −83−2.4% | Reduced |
| WMS Partners, LLC | 3,459 | $308.0K | 0.05% | −590−14.6% | Reduced |
| Riverbridge Partners LLC | 3,485 | $310.0K | 0.00% | −13−0.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,510 | $312.0K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,982 | $316.0K | 0.07% | −214−6.7% | Reduced |
| MMBG Investment Advisors Co. | 3,560 | $317.0K | 0.04% | −38,850−91.6% | Reduced |