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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 4,984 | $443.0K | 0.01% | −104−2.0% | Reduced |
| United Community Bank | 4,987 | $443.7K | 0.48% | +277+5.9% | Added |
| Waldron Private Wealth LLC | 5,007 | $445.0K | 0.02% | −385−7.1% | Reduced |
| Partners Group Holding AG | 5,071 | $451.0K | 0.03% | −1,228−19.5% | Reduced |
| Eqis Capital Management, Inc. | 5,080 | $451.9K | 0.05% | −1,929−27.5% | Reduced |
| Lafayette Investments, Inc. | 5,124 | $456.0K | 0.13% | −750−12.8% | Reduced |
| Forbes J M & Co LLP | 5,125 | $456.0K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,139 | $457.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,168 | $460.0K | 0.02% | −35−0.7% | Reduced |
| Roberts Glore & Co Inc | 5,186 | $461.0K | 0.15% | −75−1.4% | Reduced |
| Levin Capital Strategies, L.P. | 5,200 | $463.0K | 0.06% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,300 | $472.0K | 0.11% | −500−8.6% | Reduced |
| Los Angeles Capital Management LLC | 5,310 | $472.0K | 0.00% | −216−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,324 | $474.0K | 0.02% | +5,324 | New |
| Meridian Wealth Management, LLC | 5,368 | $478.0K | 0.04% | +5,368 | New |
| Rollins Financial | 5,377 | $478.0K | 0.17% | +5,377 | New |
| Bridge Advisory, LLC | 5,200 | $481.0K | 0.23% | 00.0% | Unchanged |
| NBT Bank N A | 5,418 | $482.0K | 0.07% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,417 | $482.0K | 0.24% | +318+6.2% | Added |
| Summit Trail Advisors, LLC | 5,462 | $486.0K | 0.03% | +2,407+78.8% | Added |
| Teza Capital Management LLC | 5,472 | $487.0K | 0.19% | +5,472 | New |
| Blueshift Asset Management, LLC | 5,498 | $489.0K | 0.08% | −6,566−54.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,627 | $489.0K | 0.05% | −209−4.3% | Reduced |
| IFP Advisors, Inc | 6,501 | $492.0K | 0.02% | −4,430−40.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,525 | $492.0K | 0.05% | −76−1.4% | Reduced |
| Shepherd Financial Partners LLC | 5,619 | $500.0K | 0.10% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,626 | $501.0K | 0.03% | +1,077+23.7% | Added |
| Savant Capital, LLC | 5,656 | $503.0K | 0.02% | +3+0.1% | Added |
| Hilltop Holdings Inc. | 5,667 | $504.0K | 0.07% | −170−2.9% | Reduced |
| LVM Capital Management Ltd | 5,685 | $506.0K | 0.07% | −240−4.1% | Reduced |
| Conning Inc. | 5,725 | $509.0K | 0.02% | −48−0.8% | Reduced |
| Cresset Asset Management, LLC | 5,856 | $510.0K | 0.01% | +198+3.5% | Added |
| Whittier Trust Co | 5,768 | $513.0K | 0.01% | −74−1.3% | Reduced |
| Chase Investment Counsel Corp | 5,795 | $515.0K | 0.28% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 5,845 | $520.0K | 0.05% | −5,367−47.9% | Reduced |
| Integral Investment Advisors, Inc. | 5,851 | $521.0K | 0.44% | −451−7.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,873 | $523.0K | 0.14% | +841+16.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,892 | $524.0K | 0.36% | −868−12.8% | Reduced |
| Boston Trust Walden Corp | 5,893 | $524.0K | 0.00% | 00.0% | Unchanged |
| Bank of Stockton | 5,924 | $527.0K | 0.20% | −100−1.7% | Reduced |
| Parsons Capital Management Inc | 5,926 | $527.0K | 0.05% | +216+3.8% | Added |
| Keybank National Association | 5,954 | $530.0K | 0.00% | −323−5.1% | Reduced |
| Yarbrough Capital, LLC | 5,965 | $531.0K | 0.04% | −684−10.3% | Reduced |
| Sigma Planning Corp | 5,967 | $531.0K | 0.02% | −140−2.3% | Reduced |
| First American Trust, FSB | 6,001 | $534.0K | 0.08% | −106−1.7% | Reduced |
| Verition Fund Management LLC | 6,022 | $536.0K | 0.01% | −9,558−61.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,040 | $537.0K | 0.66% | −863−12.5% | Reduced |
| Copperwynd Financial, LLC | 6,046 | $538.0K | 0.32% | −10.0% | Reduced |
| Eukles Asset Management | 6,074 | $540.0K | 0.34% | +45+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $544.0K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 6,200 | $551.0K | 0.14% | +1,500+31.9% | Added |
| Rehmann Capital Advisory Group | 6,215 | $552.9K | 0.06% | −144−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 6,285 | $559.0K | 0.10% | −893−12.4% | Reduced |
| Trust Asset Management LLC | 6,279 | $559.0K | 0.08% | +396+6.7% | Added |
| Lebenthal Global Advisors, LLC | 6,287 | $559.0K | 0.27% | +2,620+71.4% | Added |
| Coldstream Capital Management Inc | 6,305 | $561.0K | 0.02% | +762+13.7% | Added |
| Sadoff Investment Management LLC | 6,329 | $563.0K | 0.04% | −250−3.8% | Reduced |
| Boston Private Wealth LLC | 6,324 | $563.0K | 0.01% | +473+8.1% | Added |
| Wahed Invest LLC | 6,367 | $566.0K | 0.35% | +6,367 | New |
| Kingsview Wealth Management, LLC | 6,369 | $567.0K | 0.03% | −196−3.0% | Reduced |
| Grassi Investment Management | 6,400 | $569.0K | 0.08% | −1,600−20.0% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $569.0K | 0.45% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,495 | $578.0K | 0.07% | −738−10.2% | Reduced |
| First Washington CORP | 6,500 | $578.0K | 0.27% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,520 | $580.0K | 0.06% | +1,004+18.2% | Added |
| City Holding Co | 6,563 | $584.0K | 0.11% | −1,069−14.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,564 | $584.0K | 0.16% | +564+9.4% | Added |
| Institute for Wealth Management, LLC. | 6,593 | $587.0K | 0.12% | +10.0% | Added |
| HighPoint Advisor Group LLC | 6,252 | $587.0K | 0.06% | +6,252 | New |
| Fairfield, Bush & Co. | 6,640 | $591.0K | 0.35% | −300−4.3% | Reduced |
| Certified Advisory Corp | 6,646 | $591.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,647 | $591.0K | 0.03% | +1,110+20.0% | Added |
| Twinbeech Capital LP | 6,651 | $592.0K | 0.03% | +6,651 | New |
| Voya Financial Advisors, Inc. | 6,523 | $593.0K | 0.07% | +440+7.2% | Added |
| Wesbanco Bank Inc | 6,700 | $596.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,743 | $600.0K | 0.04% | +6,743 | New |
| Wright Investors Service Inc | 6,777 | $603.0K | 0.17% | +6,777 | New |
| Townsend Asset Management Corp | 6,845 | $609.0K | 0.31% | −200−2.8% | Reduced |
| Tectonic Advisors LLC | 6,863 | $611.0K | 0.11% | +419+6.5% | Added |
| Aureus Asset Management, LLC | 6,880 | $612.0K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,929 | $616.0K | 0.16% | −290−4.0% | Reduced |
| HBK Sorce Advisory LLC | 6,962 | $619.0K | 0.05% | +345+5.2% | Added |
| Sand Hill Global Advisors, LLC | 7,003 | $623.0K | 0.04% | −283−3.9% | Reduced |
| Dryden Capital, LLC | 7,000 | $623.0K | 0.41% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,033 | $626.0K | 0.27% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,078 | $630.0K | 0.01% | +7,078 | New |
| VeraBank, N.A. | 7,130 | $635.0K | 0.37% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,210 | $641.0K | 0.11% | −244−3.3% | Reduced |
| ARGI Investment Services, LLC | 7,250 | $645.0K | 0.02% | −42−0.6% | Reduced |
| Global Retirement Partners, LLC | 7,318 | $651.0K | 0.05% | +92+1.3% | Added |
| Abacus Wealth Partners, LLC | 7,328 | $652.0K | 0.34% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,329 | $652.0K | 0.05% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 7,363 | $655.0K | 0.03% | −487−6.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 7,393 | $658.0K | 0.41% | −907−10.9% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $659.0K | 0.19% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 7,486 | $666.0K | 1.22% | +7,486 | New |
| Integrated Wealth Concepts LLC | 7,505 | $668.0K | 0.02% | +21+0.3% | Added |
| Zeke Capital Advisors, LLC | 7,569 | $673.0K | 0.04% | −940−11.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 7,590 | $675.0K | 0.09% | +600+8.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,603 | $676.0K | 0.04% | +1,134+17.5% | Added |