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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 5,667 | $504.0K | 0.07% | −170−2.9% | Reduced |
| Savant Capital, LLC | 5,656 | $503.0K | 0.02% | +3+0.1% | Added |
| Mutual Advisors, LLC | 5,626 | $501.0K | 0.03% | +1,077+23.7% | Added |
| Shepherd Financial Partners LLC | 5,619 | $500.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| 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 |
| Teza Capital Management LLC | 5,472 | $487.0K | 0.19% | +5,472 | New |
| Summit Trail Advisors, LLC | 5,462 | $486.0K | 0.03% | +2,407+78.8% | Added |
| 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 |
| Bridge Advisory, LLC | 5,200 | $481.0K | 0.23% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,368 | $478.0K | 0.04% | +5,368 | New |
| Rollins Financial | 5,377 | $478.0K | 0.17% | +5,377 | New |
| Stock Yards Bank & Trust Co | 5,324 | $474.0K | 0.02% | +5,324 | New |
| 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 |
| Levin Capital Strategies, L.P. | 5,200 | $463.0K | 0.06% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,186 | $461.0K | 0.15% | −75−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 5,168 | $460.0K | 0.02% | −35−0.7% | Reduced |
| Boston Family Office LLC | 5,139 | $457.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Eqis Capital Management, Inc. | 5,080 | $451.9K | 0.05% | −1,929−27.5% | Reduced |
| Partners Group Holding AG | 5,071 | $451.0K | 0.03% | −1,228−19.5% | Reduced |
| Waldron Private Wealth LLC | 5,007 | $445.0K | 0.02% | −385−7.1% | Reduced |
| United Community Bank | 4,987 | $443.7K | 0.48% | +277+5.9% | Added |
| Horizon Investments, LLC | 4,984 | $443.0K | 0.01% | −104−2.0% | Reduced |
| 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 |
| 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 |
| Echo Street Capital Management LLC | 4,837 | $430.0K | 0.00% | +4,837 | New |
| 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 |
| Mystic Asset Management, Inc. | 4,766 | $424.0K | 0.26% | +130+2.8% | Added |
| 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 |
| Caldwell Trust Co | 4,725 | $420.4K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,712 | $419.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,683 | $417.0K | 0.17% | +4,683 | New |
| Y-Intercept (Hong Kong) Ltd | 4,659 | $415.0K | 0.05% | −4,924−51.4% | Reduced |
| Kinneret Advisory, LLC | 4,651 | $414.0K | 0.05% | +98+2.2% | Added |
| Central Trust Co | 4,642 | $413.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,623 | $411.0K | 0.25% | +1,948+72.8% | Added |
| Penbrook Management LLC | 4,591 | $408.0K | 0.32% | 00.0% | Unchanged |
| Optas, LLC | 4,592 | $408.0K | 0.17% | +188+4.3% | Added |
| Independent Financial Group, LLC | 4,555 | $405.3K | 0.04% | −993−17.9% | Reduced |
| Seeyond | 4,534 | $403.0K | 0.05% | −91−2.0% | Reduced |
| Condor Capital Management | 4,494 | $400.0K | 0.05% | 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 |
| US Asset Management LLC | 4,447 | $396.0K | 0.43% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,440 | $395.0K | 0.03% | −29−0.6% | Reduced |
| 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 |
| EP Wealth Advisors, LLC | 4,421 | $393.0K | 0.01% | +212+5.0% | Added |
| Semmax Financial Advisors Inc. | 3,678 | $392.0K | 0.16% | −316−7.9% | Reduced |
| 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 |
| ERn Financial, LLC | 4,338 | $386.0K | 0.09% | +1,176+37.2% | Added |
| Crumly & Associates Inc. | 4,332 | $385.0K | 0.16% | +244+6.0% | Added |
| Park Avenue Securities LLC | 4,311 | $384.0K | 0.01% | +43+1.0% | Added |
| 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 |
| 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 |
| 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 |
| Opal Wealth Advisors, LLC | 4,224 | $376.0K | 0.25% | −110−2.5% | Reduced |
| Hoylecohen, LLC | 4,215 | $375.0K | 0.04% | +320+8.2% | Added |
| Fishman Jay A Ltd | 4,180 | $371.9K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,162 | $371.1K | 0.00% | −8−0.2% | Reduced |
| 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 |
| Merit Financial Group, LLC | 4,147 | $369.0K | 0.01% | +4,147 | New |
| Bartlett & Co. Wealth Management LLC | 4,114 | $366.0K | 0.01% | −784−16.0% | Reduced |
| Bartlett & Co. LLC | 4,114 | $366.0K | 0.01% | −784−16.0% | Reduced |
| Virginia National Bank | 4,100 | $365.0K | 0.57% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,095 | $364.0K | 0.13% | −483−10.6% | Reduced |
| Bryn Mawr Trust Co | 4,076 | $363.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,057 | $361.0K | 0.15% | −94−2.3% | 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 |
| Becker Capital Management Inc | 4,033 | $359.0K | 0.02% | −271−6.3% | Reduced |
| 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 |
| 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 |
| Tortoise Index Solutions, LLC | 3,994 | $355.0K | 0.07% | −293−6.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $353.8K | 0.09% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,968 | $353.0K | 0.09% | +42+1.1% | Added |
| Federated Hermes, Inc. | 3,935 | $350.0K | 0.00% | −243−5.8% | Reduced |