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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 7,606 | $677.0K | 0.12% | +63+0.8% | Added |
| AtonRa Partners | 7,657 | $681.0K | 0.63% | −7,868−50.7% | Reduced |
| Principal Street Partners, LLC | 7,684 | $683.0K | 0.18% | −56−0.7% | Reduced |
| Cigna Investments Inc | 7,734 | $688.0K | 0.14% | −2,778−26.4% | Reduced |
| Seelaus Asset Management LLC | 7,810 | $695.0K | 0.52% | +7,810 | New |
| Rockefeller Capital Management L.P. | 7,868 | $699.0K | 0.00% | −2,842−26.5% | Reduced |
| Johnson Investment Counsel Inc | 7,929 | $705.0K | 0.01% | +389+5.2% | Added |
| Washington Trust Co | 7,953 | $708.0K | 0.03% | −125−1.5% | Reduced |
| Fortis Capital Management LLC | 8,083 | $719.0K | 0.71% | −190−2.3% | Reduced |
| Grimes & Company, Inc. | 8,085 | $720.0K | 0.04% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 8,102 | $721.0K | 0.18% | −63−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,139 | $724.0K | 0.01% | +5,185+175.5% | Added |
| Stratos Wealth Partners, LTD. | 8,148 | $725.0K | 0.02% | −478−5.5% | Reduced |
| Venture Visionary Partners LLC | 8,180 | $727.8K | 0.06% | −195−2.3% | Reduced |
| American Portfolios Advisors | 8,205 | $730.0K | 0.03% | +747+10.0% | Added |
| Spinnaker Trust | 8,206 | $730.0K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 8,245 | $733.6K | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,288 | $737.0K | 0.09% | −843−9.2% | Reduced |
| ICW Investment Advisors LLC | 8,288 | $737.0K | 0.47% | +13+0.2% | Added |
| Wayfinding Financial, LLC | 8,347 | $742.0K | 0.65% | 00.0% | Unchanged |
| First Interstate Bank | 8,392 | $746.0K | 0.06% | +8,392 | New |
| Meeder Asset Management Inc | 8,403 | $748.0K | 0.04% | +1,267+17.8% | Added |
| Sun Life Financial INC | 8,401 | $749.0K | 0.06% | −576−6.4% | Reduced |
| Smithfield Trust Co | 8,452 | $753.0K | 0.05% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 8,504 | $757.0K | 0.43% | +342+4.2% | Added |
| Aurora Investment Counsel | 8,507 | $757.0K | 0.55% | +353+4.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,504 | $757.0K | 0.07% | +1,469+20.9% | Added |
| Winton Group Ltd | 8,512 | $757.0K | 0.04% | +8,512 | New |
| SkyOak Wealth, LLC | 8,517 | $758.0K | 0.26% | −731−7.9% | Reduced |
| Mitchell Capital Management Co | 8,522 | $758.0K | 0.21% | 00.0% | Unchanged |
| Balentine LLC | 8,583 | $764.0K | 0.03% | +2,629+44.2% | Added |
| Cetera Advisors LLC | 8,597 | $765.0K | 0.02% | −972−10.2% | Reduced |
| New England Research & Management, Inc. | 8,601 | $765.0K | 0.45% | +8,601 | New |
| Stephens Inc | 8,612 | $766.0K | 0.02% | −9,666−52.9% | Reduced |
| Kowal Investment Group, LLC | 8,606 | $766.0K | 0.25% | −768−8.2% | Reduced |
| Venturi Wealth Management, LLC | 8,725 | $776.0K | 0.07% | −79−0.9% | Reduced |
| Peoples Bank | 8,720 | $776.0K | 0.48% | −70−0.8% | Reduced |
| Veracity Capital LLC | 8,729 | $777.0K | 0.41% | +6+0.1% | Added |
| Koshinski Asset Management, Inc. | 8,761 | $779.0K | 0.08% | −5−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 8,831 | $786.0K | 0.01% | +5,299+150.0% | Added |
| Choate Investment Advisors | 8,845 | $787.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,849 | $787.0K | 0.05% | +8,051+1,008.9% | Added |
| Achmea Investment Management B.V. | 8,865 | $788.0K | 0.03% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 8,981 | $799.0K | 0.84% | −171−1.9% | Reduced |
| Landaas & Co | 9,001 | $801.0K | 0.49% | −3,968−30.6% | Reduced |
| Granite Investment Partners, LLC | 9,040 | $804.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,073 | $805.0K | 0.02% | −723−7.4% | Reduced |
| Tudor Investment Corp Et Al | 9,107 | $810.0K | 0.02% | +3,229+54.9% | Added |
| Moloney Securities Asset Management, LLC | 9,134 | $813.0K | 0.19% | −356−3.8% | Reduced |
| Intelligence Driven Advisers, LLC | 8,672 | $814.0K | 0.16% | +7+0.1% | Added |
| Addison Advisors LLC | 9,212 | $820.0K | 0.50% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 9,232 | $821.0K | 0.05% | +499+5.7% | Added |
| Fiera Capital Corp | 9,245 | $823.0K | 0.00% | +7,252+363.9% | Added |
| Key Financial Inc | 8,906 | $825.0K | 0.45% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,353 | $832.0K | 0.13% | −39−0.4% | Reduced |
| Regal Investment Advisors LLC | 9,360 | $833.0K | 0.09% | −172−1.8% | Reduced |
| Pinnacle Associates Ltd | 9,378 | $834.0K | 0.02% | −4,044−30.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,450 | $840.0K | 0.35% | 00.0% | Unchanged |
| Brown Capital Management LLC | 9,467 | $842.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,580 | $852.0K | 0.17% | 00.0% | Unchanged |
| Pflug Koory, LLC | 9,690 | $862.0K | 0.50% | +6,325+188.0% | Added |
| Focus Financial Network, Inc. | 9,700 | $863.0K | 0.07% | +83+0.9% | Added |
| Kendall Capital Management | 9,795 | $871.0K | 0.48% | −300−3.0% | Reduced |
| AGF Investments LLC | 9,861 | $877.0K | 0.08% | +999+11.3% | Added |
| Johnson Financial Group, Inc. | 9,934 | $883.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,932 | $884.0K | 0.04% | −72,618−88.0% | Reduced |
| WCG Wealth Advisors LLC | 9,932 | $884.0K | 0.12% | +9,932 | New |
| Burney Co | 9,955 | $886.0K | 0.05% | −301−2.9% | Reduced |
| Signaturefd, LLC | 9,983 | $888.0K | 0.03% | −381−3.7% | Reduced |
| Lynch Asset Management, Inc. | 10,000 | $888.0K | 0.73% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 10,052 | $894.0K | 0.03% | −3,340−24.9% | Reduced |
| Lederer & Associates Investment Counsel | 10,052 | $894.0K | 0.69% | −59−0.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,120 | $900.0K | 0.03% | +300+3.1% | Added |
| Banque Cantonale Vaudoise | 10,161 | $904.0K | 0.05% | −2,332−18.7% | Reduced |
| AdvisorNet Financial, Inc | 10,281 | $915.0K | 0.09% | +22+0.2% | Added |
| Raymond James Trust N.A. | 10,288 | $916.0K | 0.03% | −6,498−38.7% | Reduced |
| Graham Capital Management, L.P. | 10,461 | $930.0K | 0.04% | +7,948+316.3% | Added |
| Gould Capital, LLC | 10,527 | $937.0K | 0.75% | −318−2.9% | Reduced |
| Lionsbridge Wealth Management LLC | 10,590 | $942.0K | 1.09% | −677−6.0% | Reduced |
| Greenleaf Trust | 10,652 | $948.0K | 0.01% | +153+1.5% | Added |
| Grant/GrossMendelsohn, LLC | 10,285 | $952.0K | 0.53% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,327 | $961.0K | 0.02% | −2,202−17.6% | Reduced |
| Colony Group LLC | 10,900 | $970.0K | 0.02% | −867−7.4% | Reduced |
| Column Capital Advisors, LLC | 10,992 | $978.0K | 0.19% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 11,022 | $981.0K | 0.37% | +402+3.8% | Added |
| AXS Investments LLC | 11,024 | $981.0K | 0.35% | +11,024 | New |
| Shorepoint Capital Partners LLC | 11,055 | $984.0K | 0.42% | −66−0.6% | Reduced |
| Brown Advisory Inc | 11,106 | $988.0K | 0.00% | +195+1.8% | Added |
| Capital Asset Advisory Services LLC | 11,102 | $988.0K | 0.11% | +1,336+13.7% | Added |
| Prudential PLC | 11,238 | $1.00M | 0.02% | +443+4.1% | Added |
| MUFG Securities EMEA plc | 11,301 | $1.00M | 0.02% | +5,060+81.1% | Added |
| CWM, LLC | 11,304 | $1.01M | 0.01% | +2,037+22.0% | Added |
| American Century Companies Inc | 11,326 | $1.01M | 0.00% | +2,099+22.7% | Added |
| Callahan Advisors, LLC | 11,415 | $1.02M | 0.14% | −150−1.3% | Reduced |
| Sawyer & Company, Inc | 11,427 | $1.02M | 0.52% | +11,427 | New |
| GWM Advisors LLC | 11,438 | $1.02M | 0.02% | −4,216−26.9% | Reduced |
| NFJ Investment Group, LLC | 11,672 | $1.04M | 0.02% | −7,029−37.6% | Reduced |
| Empirical Finance, LLC | 11,695 | $1.04M | 0.13% | +644+5.8% | Added |
| Montecito Bank & Trust | 11,765 | $1.05M | 0.25% | −205−1.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 11,800 | $1.05M | 0.10% | −715−5.7% | Reduced |