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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 11,829 | $1.05M | 0.01% | −57,628−83.0% | Reduced |
| Foundations Investment Advisors, LLC | 11,320 | $1.06M | 0.04% | +505+4.7% | Added |
| Toroso Investments, LLC | 11,944 | $1.06M | 0.04% | −1,800−13.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,944 | $1.06M | 0.15% | +11,944 | New |
| Barbara Oil Co. | 12,000 | $1.07M | 0.55% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 12,076 | $1.07M | 0.37% | −290−2.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,114 | $1.08M | 0.34% | +1,875+18.3% | Added |
| Malaga Cove Capital, LLC | 12,299 | $1.09M | 0.61% | +2,916+31.1% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.09M | 0.18% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 12,305 | $1.09M | 0.10% | −153−1.2% | Reduced |
| Annandale Capital, LLC | 12,304 | $1.09M | 0.43% | 00.0% | Unchanged |
| Citizens Business Bank | 12,387 | $1.10M | 0.16% | −108−0.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 12,495 | $1.11M | 0.14% | +1,444+13.1% | Added |
| Waycross Partners, LLC | 12,500 | $1.11M | 0.74% | +8,700+228.9% | Added |
| Harbor Investment Advisory, LLC | 12,523 | $1.11M | 0.18% | +712+6.0% | Added |
| AIA Group Ltd | 12,613 | $1.12M | 0.06% | +5,210+70.4% | Added |
| Moody National Bank Trust Division | 12,621 | $1.12M | 0.12% | −1,447−10.3% | Reduced |
| Ifrah Financial Services, Inc. | 12,638 | $1.12M | 0.37% | −195−1.5% | Reduced |
| Cetera Investment Advisers | 12,697 | $1.13M | 0.02% | +318+2.6% | Added |
| BerganKDV Wealth Management, LLC | 12,740 | $1.13M | 0.13% | +542+4.4% | Added |
| Pitcairn Co | 12,857 | $1.14M | 0.12% | −342−2.6% | Reduced |
| Quantamental Technologies LLC | 12,855 | $1.14M | 0.52% | +3,586+38.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 12,871 | $1.15M | 0.14% | −3,450−21.1% | Reduced |
| Pathstone Family Office, LLC | 13,041 | $1.16M | 0.03% | +4,744+57.2% | Added |
| Bray Capital Advisors | 13,081 | $1.16M | 0.35% | −3,100−19.2% | Reduced |
| Veriti Management LLC | 13,126 | $1.17M | 0.16% | −805−5.8% | Reduced |
| Clearstead Advisors, LLC | 13,131 | $1.17M | 0.09% | +284+2.2% | Added |
| Engineers Gate Manager LP | 13,166 | $1.17M | 0.04% | +13,166 | New |
| CAPROCK Group, Inc. | 13,178 | $1.17M | 0.11% | +1,248+10.5% | Added |
| Independence Bank of Kentucky | 13,255 | $1.18M | 0.53% | +45+0.3% | Added |
| Dean Investment Associates, LLC | 13,300 | $1.18M | 0.23% | −919−6.5% | Reduced |
| AdvisorShares Investments LLC | 13,307 | $1.18M | 0.33% | −200−1.5% | Reduced |
| Abundance Wealth Counselors | 13,356 | $1.19M | 0.32% | +618+4.9% | Added |
| Fayez Sarofim & Co | 13,444 | $1.20M | 0.00% | −1,000−6.9% | Reduced |
| Fairbanks Capital Management, Inc. | 13,597 | $1.21M | 1.05% | +1,605+13.4% | Added |
| Howland Capital Management LLC | 13,685 | $1.22M | 0.07% | 00.0% | Unchanged |
| Caption Management, LLC | 13,700 | $1.22M | 0.11% | −38,745−73.9% | Reduced |
| Ieq Capital, LLC | 13,877 | $1.24M | 0.04% | −4,670−25.2% | Reduced |
| Mirabella Financial Services LLP | 14,085 | $1.25M | 0.12% | +14,085 | New |
| Duncker Streett & Co Inc | 14,104 | $1.25M | 0.30% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,110 | $1.25M | 0.03% | +1,694+13.6% | Added |
| O'Shaughnessy Asset Management, LLC | 14,207 | $1.26M | 0.02% | +2,311+19.4% | Added |
| MTM Investment Management, LLC | 13,658 | $1.26M | 0.68% | +13,658 | New |
| Occudo Quantitative Strategies LP | 14,268 | $1.27M | 0.10% | +1,782+14.3% | Added |
| Alps Advisors Inc | 14,316 | $1.27M | 0.01% | −3,396−19.2% | Reduced |
| Financial Advocates Investment Management | 14,334 | $1.27M | 0.10% | +459+3.3% | Added |
| Gamco Investors, Inc. Et Al | 14,350 | $1.28M | 0.01% | −550−3.7% | Reduced |
| Wetherby Asset Management Inc | 14,413 | $1.28M | 0.09% | +697+5.1% | Added |
| Vestcor Inc | 14,419 | $1.28M | 0.05% | +5,018+53.4% | Added |
| Veritable, L.P. | 14,828 | $1.32M | 0.02% | +539+3.8% | Added |
| Redpoint Investment Management Pty Ltd | 14,823 | $1.32M | 0.16% | +5,434+57.9% | Added |
| We Are One Seven, LLC | 14,915 | $1.33M | 0.18% | +60+0.4% | Added |
| Wedbush Securities Inc | 15,081 | $1.34M | 0.07% | −81−0.5% | Reduced |
| Summit Financial Group Inc | 15,165 | $1.35M | 0.52% | −1,150−7.0% | Reduced |
| Graham Capital Wealth Management, LLC | 15,177 | $1.35M | 1.18% | −31−0.2% | Reduced |
| Equitable Holdings, Inc. | 15,208 | $1.35M | 0.03% | −11,908−43.9% | Reduced |
| Jacobi Capital Management LLC | 15,326 | $1.36M | 0.18% | +886+6.1% | Added |
| Coastline Trust Co | 15,345 | $1.36M | 0.20% | −2,930−16.0% | Reduced |
| Pearl River Capital, LLC | 15,519 | $1.38M | 0.32% | +15,519 | New |
| Cunning Capital Partners, LP | 15,575 | $1.39M | 1.07% | +15,575 | New |
| South Dakota Investment Council | 15,639 | $1.39M | 0.03% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 15,675 | $1.40M | 0.22% | +1,975+14.4% | Added |
| HB Wealth Management, LLC | 15,710 | $1.40M | 0.03% | +292+1.9% | Added |
| Keeler Thomas Management LLC | 15,781 | $1.40M | 0.70% | −5,026−24.2% | Reduced |
| Siemens Fonds Invest GmbH | 15,784 | $1.40M | 0.15% | −49−0.3% | Reduced |
| Jones Financial Companies LLLP | 15,887 | $1.41M | 0.00% | −413−2.5% | Reduced |
| Palisade Asset Management, LLC | 15,952 | $1.42M | 0.18% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16,000 | $1.42M | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 16,031 | $1.43M | 0.10% | −769−4.6% | Reduced |
| BancorpSouth Bank | 16,061 | $1.43M | 0.21% | +98+0.6% | Added |
| Brewin Dolphin Ltd | 16,073 | $1.43M | 0.07% | −185−1.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 16,172 | $1.44M | 0.50% | +2,804+21.0% | Added |
| Twin Tree Management, LP | 16,356 | $1.46M | 0.03% | +16,356 | New |
| Buckingham Strategic Wealth, LLC | 16,367 | $1.46M | 0.03% | +317+2.0% | Added |
| Brown Brothers Harriman & Co | 16,405 | $1.46M | 0.01% | +169+1.0% | Added |
| Spire Wealth Management | 16,513 | $1.47M | 0.06% | −454−2.7% | Reduced |
| Tiaa, FSB | 16,578 | $1.48M | 0.01% | −7,202−30.3% | Reduced |
| Chicago Trust Co NA | 16,582 | $1.48M | 0.37% | +135+0.8% | Added |
| Birch Capital Management, LLC | 16,705 | $1.49M | 1.06% | +2,132+14.6% | Added |
| New York Life Investments Alternatives | 16,741 | $1.49M | 1.37% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 16,760 | $1.49M | 0.11% | +214+1.3% | Added |
| Mission Wealth Management, LP | 16,814 | $1.50M | 0.08% | −268−1.6% | Reduced |
| Robbins Farley LLC | 16,896 | $1.50M | 1.57% | −959−5.4% | Reduced |
| Sheets Smith Investment Management | 13,744 | $1.50M | 1.75% | +13,744 | New |
| Cadence Bank NA | 16,952 | $1.51M | 0.49% | −743−4.2% | Reduced |
| Bluefin Capital Management, LLC | 16,670 | $1.51M | 0.21% | +16,670 | New |
| Wolf Group Capital Advisors | 17,122 | $1.52M | 0.79% | −1,124−6.2% | Reduced |
| Davenport & Co LLC | 18,120 | $1.61M | 0.01% | −30,803−63.0% | Reduced |
| Howe & Rusling Inc | 18,227 | $1.62M | 0.21% | +424+2.4% | Added |
| Two Sigma Investments, LP | 18,241 | $1.62M | 0.01% | +18,241 | New |
| Ellenbecker Investment Group | 18,292 | $1.63M | 0.50% | +493+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,522 | $1.65M | 0.10% | +1,040+5.9% | Added |
| Everence Capital Management Inc | 18,626 | $1.66M | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 19,056 | $1.70M | 0.08% | +6,448+51.1% | Added |
| WESCAP Management Group, Inc. | 19,271 | $1.71M | 0.59% | −365−1.9% | Reduced |
| Cary Street Partners Asset Management LLC | 19,332 | $1.72M | 0.40% | −1,905−9.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,406 | $1.73M | 0.08% | −957−4.7% | Reduced |
| Berger Financial Group, Inc | 19,495 | $1.73M | 0.25% | −2,596−11.8% | Reduced |
| Wealthfront Advisers LLC | 19,535 | $1.74M | 0.01% | +4,124+26.8% | Added |
| Ensign Peak Advisors, Inc | 19,549 | $1.74M | 0.00% | −6,490−24.9% | Reduced |