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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 3,563 | $317.0K | 0.03% | −513−12.6% | Reduced |
| Grandfield & Dodd, LLC | 3,581 | $320.0K | 0.03% | −747−17.3% | Reduced |
| Principle Wealth Partners LLC | 3,600 | $320.0K | 0.04% | −410−10.2% | Reduced |
| MAI Capital Management | 3,593 | $320.0K | 0.01% | −171−4.5% | Reduced |
| Boston Financial Mangement LLC | 3,599 | $320.0K | 0.01% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,599 | $320.0K | 0.15% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,619 | $322.0K | 0.11% | −858−19.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,619 | $322.0K | 0.03% | +3,619 | New |
| Financial Planning & Information Services, Inc. | 3,637 | $324.0K | 0.08% | −113−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 3,654 | $325.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,663 | $326.0K | 0.20% | +668+22.3% | Added |
| Penobscot Investment Management Company, Inc. | 3,700 | $329.0K | 0.06% | +1,500+68.2% | Added |
| Exane Derivatives | 3,719 | $330.8K | 0.19% | +962+34.9% | Added |
| Belpointe Asset Management LLC | 3,748 | $333.0K | 0.02% | −25,134−87.0% | Reduced |
| Coastal Investment Advisors, Inc. | 3,592 | $333.0K | 0.08% | +224+6.7% | Added |
| Evergreen Capital Management LLC | 3,758 | $335.0K | 0.02% | −1,568−29.4% | Reduced |
| Lido Advisors, LLC | 3,786 | $336.0K | 0.01% | +3,786 | New |
| Ballentine Partners, LLC | 3,786 | $337.0K | 0.01% | −298−7.3% | Reduced |
| Arden Trust Co | 3,827 | $341.0K | 0.08% | −153−3.8% | Reduced |
| Western Wealth Management, LLC | 3,845 | $342.0K | 0.02% | −286−6.9% | Reduced |
| Symmetry Partners, LLC | 3,849 | $342.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,842 | $342.0K | 0.05% | +600+18.5% | Added |
| Girard Partners Ltd. | 3,897 | $346.0K | 0.04% | −1,109−22.2% | Reduced |
| Exencial Wealth Advisors, LLC | 3,889 | $346.0K | 0.02% | +1,088+38.8% | Added |
| Apollon Wealth Management, LLC | 3,893 | $346.0K | 0.03% | +1,130+40.9% | Added |
| Copperleaf Capital, LLC | 3,900 | $347.0K | 0.35% | +8+0.2% | Added |
| Madrona Financial Services, LLC | 3,902 | $347.0K | 0.20% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,904 | $347.0K | 0.06% | +3,904 | New |
| Lombard Odier Asset Management (Switzerland) SA | 3,908 | $348.0K | 0.03% | +3,908 | New |
| Federated Hermes, Inc. | 3,935 | $350.0K | 0.00% | −243−5.8% | Reduced |
| World Equity Group, Inc. | 3,968 | $353.0K | 0.09% | +42+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $353.8K | 0.09% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 3,994 | $355.0K | 0.07% | −293−6.8% | Reduced |
| RBF Capital, LLC | 4,000 | $356.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,001 | $356.0K | 0.01% | +589+17.3% | Added |
| Capital Investment Advisors, LLC | 4,009 | $357.0K | 0.01% | −212−5.0% | Reduced |
| Minot Wealth Management LLC | 4,018 | $357.0K | 0.09% | −15−0.4% | Reduced |
| Vista Capital Partners, Inc. | 4,012 | $357.0K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,033 | $359.0K | 0.02% | −271−6.3% | Reduced |
| Sentry Investment Management LLC | 4,048 | $360.0K | 0.16% | −493−10.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,051 | $360.0K | 0.04% | −236−5.5% | Reduced |
| First Heartland Consultants, Inc. | 4,053 | $360.0K | 0.06% | −35−0.9% | Reduced |
| Wambolt & Associates, LLC | 4,057 | $361.0K | 0.15% | −94−2.3% | Reduced |
| Bryn Mawr Trust Co | 4,076 | $363.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,095 | $364.0K | 0.13% | −483−10.6% | Reduced |
| Virginia National Bank | 4,100 | $365.0K | 0.57% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,114 | $366.0K | 0.01% | −784−16.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,114 | $366.0K | 0.01% | −784−16.0% | Reduced |
| Merit Financial Group, LLC | 4,147 | $369.0K | 0.01% | +4,147 | New |
| Ironsides Asset Advisors, LLC | 4,165 | $371.0K | 0.14% | −880−17.4% | Reduced |
| Lindbrook Capital, LLC | 4,171 | $371.0K | 0.06% | +3,093+286.9% | Added |
| Financial Counselors Inc | 4,165 | $371.0K | 0.01% | +4,165 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,162 | $371.1K | 0.00% | −8−0.2% | Reduced |
| Fishman Jay A Ltd | 4,180 | $371.9K | 0.05% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,215 | $375.0K | 0.04% | +320+8.2% | Added |
| Opal Wealth Advisors, LLC | 4,224 | $376.0K | 0.25% | −110−2.5% | Reduced |
| Citadel Investment Advisory, Inc. | 4,242 | $377.0K | 0.26% | −339−7.4% | Reduced |
| Smith, Moore & Co. | 4,232 | $377.0K | 0.06% | +100+2.4% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $381.0K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,285 | $381.0K | 0.20% | 00.0% | Unchanged |
| Pendal Group Limited | 4,301 | $383.0K | 0.00% | −370−7.9% | Reduced |
| Monetary Management Group Inc | 4,300 | $383.0K | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,300 | $383.0K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,311 | $384.0K | 0.01% | +43+1.0% | Added |
| Crumly & Associates Inc. | 4,332 | $385.0K | 0.16% | +244+6.0% | Added |
| ERn Financial, LLC | 4,338 | $386.0K | 0.09% | +1,176+37.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $390.0K | 0.04% | −500−10.2% | Reduced |
| KCS Wealth Advisory | 4,380 | $390.0K | 0.17% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,678 | $392.0K | 0.16% | −316−7.9% | Reduced |
| EP Wealth Advisors, LLC | 4,421 | $393.0K | 0.01% | +212+5.0% | Added |
| Santori & Peters | 4,431 | $394.0K | 0.25% | −11−0.2% | Reduced |
| 9258 Wealth Management, LLC | 4,429 | $394.0K | 0.10% | +638+16.8% | Added |
| St Germain D J Co Inc | 4,440 | $395.0K | 0.03% | −29−0.6% | Reduced |
| US Asset Management LLC | 4,447 | $396.0K | 0.43% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,479 | $398.0K | 0.04% | −1,250−21.8% | Reduced |
| Vista Investment Management | 4,473 | $398.0K | 0.24% | −1,045−18.9% | Reduced |
| Condor Capital Management | 4,494 | $400.0K | 0.05% | 00.0% | Unchanged |
| Seeyond | 4,534 | $403.0K | 0.05% | −91−2.0% | Reduced |
| Independent Financial Group, LLC | 4,555 | $405.3K | 0.04% | −993−17.9% | Reduced |
| Penbrook Management LLC | 4,591 | $408.0K | 0.32% | 00.0% | Unchanged |
| Optas, LLC | 4,592 | $408.0K | 0.17% | +188+4.3% | Added |
| State of Wyoming | 4,623 | $411.0K | 0.25% | +1,948+72.8% | Added |
| Central Trust Co | 4,642 | $413.0K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,651 | $414.0K | 0.05% | +98+2.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,659 | $415.0K | 0.05% | −4,924−51.4% | Reduced |
| XTX Topco Ltd | 4,683 | $417.0K | 0.17% | +4,683 | New |
| Baldwin Brothers Inc | 4,712 | $419.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,725 | $420.4K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,732 | $421.0K | 0.01% | −122−2.5% | Reduced |
| 1st Source Bank | 4,735 | $421.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,766 | $424.0K | 0.26% | +130+2.8% | Added |
| Assetmark, Inc | 4,799 | $427.0K | 0.00% | −1,854−27.9% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $427.0K | 0.12% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,837 | $430.0K | 0.00% | +4,837 | New |
| Maryland Capital Management | 4,860 | $432.0K | 0.03% | −335−6.4% | Reduced |
| B. Riley Wealth Management, Inc. | 4,852 | $432.0K | 0.04% | +309+6.8% | Added |
| Independent Advisor Alliance | 4,881 | $434.0K | 0.02% | −796−14.0% | Reduced |
| Richard Bernstein Advisors LLC | 4,882 | $434.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,880 | $434.0K | 0.12% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,879 | $434.0K | 0.12% | +4,879 | New |