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 |
|---|---|---|---|---|---|
| Umb Bank N A | 19,618 | $1.75M | 0.03% | −491−2.4% | Reduced |
| Benchmark Investment Advisors LLC | 19,690 | $1.75M | 1.83% | +1,500+8.2% | Added |
| Guardian Capital LP | 19,700 | $1.75M | 0.05% | −770−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,876 | $1.77M | 0.16% | +2,337+13.3% | Added |
| Walleye Trading LLC | 19,877 | $1.77M | 0.04% | +19,877 | New |
| Gamble Jones Investment Counsel | 19,952 | $1.77M | 0.13% | −360−1.8% | Reduced |
| Bessemer Group Inc | 19,942 | $1.77M | 0.00% | +173+0.9% | Added |
| Pacer Advisors, Inc. | 20,023 | $1.78M | 0.01% | −13,273−39.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,066 | $1.78M | 0.10% | −51−0.3% | Reduced |
| Sendero Wealth Management, LLC | 20,091 | $1.79M | 1.72% | +1,973+10.9% | Added |
| Hall Laurie J Trustee | 20,115 | $1.79M | 0.84% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 20,119 | $1.79M | 1.61% | +527+2.7% | Added |
| Carmel Capital Management L.L.C. | 20,165 | $1.79M | 1.11% | +2,350+13.2% | Added |
| Steward Partners Investment Advisory, LLC | 20,265 | $1.80M | 0.03% | −2,493−11.0% | Reduced |
| Palouse Capital Management, Inc. | 20,402 | $1.81M | 0.90% | −625−3.0% | Reduced |
| Albert D Mason Inc | 20,616 | $1.83M | 1.36% | −46−0.2% | Reduced |
| Campbell Newman Asset Management Inc | 20,700 | $1.84M | 0.19% | −489−2.3% | Reduced |
| Intech Investment Management LLC | 20,747 | $1.85M | 0.01% | +20,747 | New |
| Regent Investment Management LLC | 20,923 | $1.86M | 0.52% | −320−1.5% | Reduced |
| Capital Analysts, LLC | 20,973 | $1.87M | 0.13% | +197+0.9% | Added |
| Captrust Financial Advisors | 21,029 | $1.87M | 0.01% | +721+3.6% | Added |
| Baker Avenue Asset Management, LP | 21,109 | $1.88M | 0.13% | +66+0.3% | Added |
| SG Americas Securities, LLC | 21,276 | $1.89M | 0.03% | −91,796−81.2% | Reduced |
| Duality Advisers, LP | 21,344 | $1.90M | 0.19% | +18,916+779.1% | Added |
| Glenmede Trust Co NA | 21,565 | $1.92M | 0.01% | −2,395−10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 21,572 | $1.92M | 0.08% | −300−1.4% | Reduced |
| Community Capital Management, Inc. | 21,600 | $1.92M | 2.33% | – | – |
| Advisor Partners LLC | 21,689 | $1.93M | 0.14% | −1,214−5.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 21,710 | $1.93M | 0.45% | +2,925+15.6% | Added |
| Advisory Services Network, LLC | 21,712 | $1.93M | 0.07% | −5,348−19.8% | Reduced |
| United Services Automobile Association | 21,756 | $1.94M | 0.05% | +21,756 | New |
| Jacobsen Capital Management | 21,885 | $1.95M | 1.04% | −1,799−7.6% | Reduced |
| Trinity Financial Advisors LLC | 21,950 | $1.95M | 1.44% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 22,000 | $1.96M | 0.03% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 22,079 | $1.96M | 0.70% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 22,083 | $1.97M | 0.09% | +1,287+6.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,260 | $1.98M | 0.12% | −552−2.4% | Reduced |
| Altrafin AG | 22,280 | $1.98M | 1.07% | +600+2.8% | Added |
| Okabena Investment Services Inc | 22,460 | $2.00M | 1.03% | −804−3.5% | Reduced |
| True North Advisors, LLC | 22,500 | $2.00M | 0.62% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 22,621 | $2.01M | 0.08% | −1,031−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,250 | $2.07M | 0.05% | −2,611−10.1% | Reduced |
| Peapack Gladstone Financial Corp | 23,372 | $2.08M | 0.05% | +97+0.4% | Added |
| Moors & Cabot, Inc. | 23,419 | $2.08M | 0.15% | +157+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,769 | $2.12M | 0.18% | −2,000−7.8% | Reduced |
| Eads & Heald Wealth Management | 23,799 | $2.12M | 1.14% | +636+2.7% | Added |
| EagleClaw Capital Managment, LLC | 23,860 | $2.12M | 0.58% | −350−1.4% | Reduced |
| Tredje AP-fonden | 23,970 | $2.13M | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 24,053 | $2.14M | 0.18% | +9,763+68.3% | Added |
| Blackstone Group Inc. | 24,088 | $2.14M | 0.01% | −7,590−24.0% | Reduced |
| Wade G W & Inc | 24,167 | $2.15M | 0.10% | +18,788+349.3% | Added |
| Credit Agricole S A | 24,200 | $2.15M | 0.09% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 24,259 | $2.16M | 1.02% | −1,536−6.0% | Reduced |
| Agate Pass Investment Management, LLC | 24,311 | $2.16M | 1.52% | +1,965+8.8% | Added |
| Old Second National Bank of Aurora | 24,379 | $2.17M | 0.61% | −607−2.4% | Reduced |
| Private Advisor Group, LLC | 24,561 | $2.19M | 0.02% | +1,857+8.2% | Added |
| Ruffer LLP | 25,000 | $2.23M | 0.09% | +5,000+25.0% | Added |
| Harvey Capital Management Inc | 25,200 | $2.24M | 0.87% | 00.0% | Unchanged |
| Close Asset Management Ltd | 25,315 | $2.25M | 0.11% | +725+2.9% | Added |
| Carderock Capital Management Inc | 25,395 | $2.26M | 0.94% | +1,344+5.6% | Added |
| Marietta Investment Partners LLC | 25,542 | $2.27M | 0.68% | −28−0.1% | Reduced |
| Vontobel Holding Ltd. | 25,145 | $2.29M | 0.02% | +2,234+9.8% | Added |
| Dempze Nancy E | 25,739 | $2.29M | 2.30% | −1,704−6.2% | Reduced |
| Anderson Hoagland & Co | 24,690 | $2.31M | 0.35% | −80.0% | Reduced |
| Peddock Capital Advisors, LLC | 26,458 | $2.35M | 0.92% | +97+0.4% | Added |
| Cetera Advisor Networks LLC | 26,450 | $2.35M | 0.03% | +6,810+34.7% | Added |
| Northwest & Ethical Investments L.P. | 26,513 | $2.36M | 0.09% | −323−1.2% | Reduced |
| Allstate Corp | 26,598 | $2.37M | 0.07% | +1,031+4.0% | Added |
| Great Valley Advisor Group, Inc. | 26,655 | $2.37M | 0.13% | −1,684−5.9% | Reduced |
| Boenning & Scattergood, Inc. | 26,702 | $2.38M | 0.45% | 00.0% | Unchanged |
| Capital City Trust Co | 26,770 | $2.38M | 0.77% | +826+3.2% | Added |
| Mount Yale Investment Advisors, LLC | 26,805 | $2.38M | 0.30% | −915−3.3% | Reduced |
| First Foundation Advisors | 26,916 | $2.40M | 0.11% | −43,328−61.7% | Reduced |
| Wisconsin Capital Management LLC | 26,948 | $2.40M | 1.61% | −4,788−15.1% | Reduced |
| Fiduciary Trust Co | 27,118 | $2.41M | 0.05% | +513+1.9% | Added |
| Indiana Trust & Investment Management CO | 27,312 | $2.43M | 1.36% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 27,367 | $2.44M | 0.10% | +6,420+30.6% | Added |
| Gilman Hill Asset Management, LLC | 27,641 | $2.46M | 0.53% | +4,370+18.8% | Added |
| Brown, Lisle/Cummings, Inc. | 27,860 | $2.48M | 1.37% | −150−0.5% | Reduced |
| AE Wealth Management LLC | 27,990 | $2.49M | 0.02% | −20,518−42.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,996 | $2.49M | 0.14% | +2,157+8.3% | Added |
| Scotia Capital Inc. | 28,096 | $2.50M | 0.02% | −9,448−25.2% | Reduced |
| Baldwin Investment Management, LLC | 28,106 | $2.50M | 0.85% | −70.0% | Reduced |
| Clayton Partners LLC | 28,210 | $2.51M | 2.71% | −20−0.1% | Reduced |
| Madison Wealth Management | 28,232 | $2.51M | 0.61% | +28,232 | New |
| Triad Investment Management | 28,415 | $2.53M | 3.74% | −8,380−22.8% | Reduced |
| PFS Investments Inc. | 28,413 | $2.53M | 0.05% | +4,170+17.2% | Added |
| Mercer Global Advisors Inc | 28,559 | $2.54M | 0.02% | +1,285+4.7% | Added |
| Corient Capital Partners, LLC | 28,779 | $2.56M | 0.19% | +51+0.2% | Added |
| Horan Capital Advisors, LLC. | 28,798 | $2.56M | 1.19% | +28,798 | New |
| Ironwood Investment Counsel, LLC | 28,868 | $2.57M | 0.72% | +3,999+16.1% | Added |
| Bokf, NA | 29,096 | $2.59M | 0.05% | +101+0.3% | Added |
| Ami Investment Management Inc | 29,167 | $2.60M | 1.35% | +1,168+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,409 | $2.62M | 0.26% | −196−0.7% | Reduced |
| National Asset Management, Inc. | 29,399 | $2.62M | 0.11% | −557−1.9% | Reduced |
| Jag Capital Management, LLC | 29,638 | $2.64M | 0.33% | −2,817−8.7% | Reduced |
| Panagora Asset Management Inc | 29,641 | $2.64M | 0.02% | +8,072+37.4% | Added |
| Leonteq Securities AG | 29,822 | $2.65M | 0.13% | +2,851+10.6% | Added |
| South State Corp. | 29,949 | $2.66M | 0.25% | −621−2.0% | Reduced |
| First Horizon Advisors, Inc. | 30,068 | $2.67M | 0.10% | −1,297−4.1% | Reduced |