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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 3,908 | $348.0K | 0.03% | +3,908 | New |
| Copperleaf Capital, LLC | 3,900 | $347.0K | 0.35% | +8+0.2% | Added |
| Madrona Financial Services, LLC | 3,902 | $347.0K | 0.20% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,904 | $347.0K | 0.06% | +3,904 | New |
| Girard Partners Ltd. | 3,897 | $346.0K | 0.04% | −1,109−22.2% | Reduced |
| Exencial Wealth Advisors, LLC | 3,889 | $346.0K | 0.02% | +1,088+38.8% | Added |
| Apollon Wealth Management, LLC | 3,893 | $346.0K | 0.03% | +1,130+40.9% | Added |
| Western Wealth Management, LLC | 3,845 | $342.0K | 0.02% | −286−6.9% | Reduced |
| Symmetry Partners, LLC | 3,849 | $342.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,842 | $342.0K | 0.05% | +600+18.5% | Added |
| Arden Trust Co | 3,827 | $341.0K | 0.08% | −153−3.8% | Reduced |
| Ballentine Partners, LLC | 3,786 | $337.0K | 0.01% | −298−7.3% | Reduced |
| Lido Advisors, LLC | 3,786 | $336.0K | 0.01% | +3,786 | New |
| Evergreen Capital Management LLC | 3,758 | $335.0K | 0.02% | −1,568−29.4% | Reduced |
| Belpointe Asset Management LLC | 3,748 | $333.0K | 0.02% | −25,134−87.0% | Reduced |
| Coastal Investment Advisors, Inc. | 3,592 | $333.0K | 0.08% | +224+6.7% | Added |
| Exane Derivatives | 3,719 | $330.8K | 0.19% | +962+34.9% | Added |
| Penobscot Investment Management Company, Inc. | 3,700 | $329.0K | 0.06% | +1,500+68.2% | Added |
| Stephenson National Bank & Trust | 3,663 | $326.0K | 0.20% | +668+22.3% | Added |
| YHB Investment Advisors, Inc. | 3,654 | $325.0K | 0.03% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,637 | $324.0K | 0.08% | −113−3.0% | Reduced |
| Thrive Wealth Management, LLC | 3,619 | $322.0K | 0.11% | −858−19.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,619 | $322.0K | 0.03% | +3,619 | New |
| Grandfield & Dodd, LLC | 3,581 | $320.0K | 0.03% | −747−17.3% | Reduced |
| Principle Wealth Partners LLC | 3,600 | $320.0K | 0.04% | −410−10.2% | Reduced |
| MAI Capital Management | 3,593 | $320.0K | 0.01% | −171−4.5% | Reduced |
| Boston Financial Mangement LLC | 3,599 | $320.0K | 0.01% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,599 | $320.0K | 0.15% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,560 | $317.0K | 0.04% | −38,850−91.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,563 | $317.0K | 0.03% | −513−12.6% | Reduced |
| Schmidt P J Investment Management Inc | 2,982 | $316.0K | 0.07% | −214−6.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,510 | $312.0K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,485 | $310.0K | 0.00% | −13−0.4% | Reduced |
| WMS Partners, LLC | 3,459 | $308.0K | 0.05% | −590−14.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,438 | $306.0K | 0.01% | −83−2.4% | Reduced |
| Cooper Financial Group | 3,433 | $305.0K | 0.11% | +105+3.2% | Added |
| Wealth Alliance | 3,438 | $305.0K | 0.06% | +3,438 | New |
| Keystone Financial Services | 2,878 | $305.0K | 0.17% | +2,878 | New |
| Beta Wealth Group, Inc. | 3,400 | $302.0K | 0.20% | +100+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,388 | $301.0K | 0.01% | −356−9.5% | Reduced |
| Beacon Financial Group | 3,231 | $299.0K | 0.04% | −228−6.6% | Reduced |
| Gateway Investment Advisers LLC | 3,353 | $298.0K | 0.00% | −27−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 3,348 | $298.0K | 0.04% | +1,071+47.0% | Added |
| Contravisory Investment Management, Inc. | 3,336 | $297.0K | 0.10% | +3,336 | New |
| Marotta Asset Management | 3,200 | $296.3K | 0.07% | 00.0% | Unchanged |
| Fort, L.P. | 3,325 | $296.0K | 0.20% | −3,774−53.2% | Reduced |
| Jefferies Group LLC | 3,295 | $293.2K | 0.01% | +3,295 | New |
| SRS Capital Advisors, Inc. | 3,282 | $292.0K | 0.04% | +1,437+77.9% | Added |
| Whittier Trust Co of Nevada Inc | 3,274 | $291.0K | 0.01% | +319+10.8% | Added |
| Global Assets Advisory, LLC | 3,185 | $291.0K | 0.63% | +3,185 | New |
| Sawtooth Solutions, LLC | 3,251 | $289.0K | 0.04% | +499+18.1% | Added |
| Exchange Traded Concepts, LLC | 3,237 | $288.0K | 0.01% | −1,178−26.7% | Reduced |
| ICA Group Wealth Management, LLC | 2,609 | $286.0K | 0.05% | 00.0% | Unchanged |
| Provident Trust Co | 3,184 | $283.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 3,166 | $282.0K | 0.19% | +3,166 | New |
| Forte Capital LLC | 3,163 | $281.0K | 0.05% | −25−0.8% | Reduced |
| Wunderlich Capital Managemnt | 3,154 | $281.0K | 0.16% | +3,154 | New |
| Fragasso Group Inc. | 3,162 | $281.0K | 0.04% | +3,162 | New |
| Benjamin F. Edwards & Company, Inc. | 3,148 | $280.0K | 0.01% | +132+4.4% | Added |
| TRUE Private Wealth Advisors | 3,142 | $279.0K | 0.04% | −525−14.3% | Reduced |
| Pegasus Partners Ltd. | 3,132 | $279.0K | 0.06% | −263−7.7% | Reduced |
| JGP Wealth Management, LLC | 2,957 | $278.0K | 0.06% | +34+1.2% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $276.0K | 0.04% | 00.0% | Unchanged |
| Moreno Evelyn V | 3,107 | $276.0K | 0.06% | +3,107 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $275.0K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3,101 | $275.0K | 0.23% | +240+8.4% | Added |
| Essex Financial Services, Inc. | 3,082 | $274.0K | 0.03% | −178−5.5% | Reduced |
| Seven Eight Capital, LP | 3,051 | $271.0K | 0.11% | −69−2.2% | Reduced |
| Penserra Capital Management LLC | 3,051 | $271.0K | 0.01% | −75−2.4% | Reduced |
| Canandaigua National Corp | 3,041 | $271.0K | 0.05% | −41−1.3% | Reduced |
| Ellevest, Inc. | 3,044 | $271.0K | 0.03% | −32−1.0% | Reduced |
| NewEdge Wealth, LLC | 3,031 | $270.0K | 0.01% | +3,031 | New |
| CWA Asset Management Group, LLC | 3,010 | $268.0K | 0.03% | +3,010 | New |
| Cito Capital Group, LLC | 3,000 | $267.0K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,989 | $266.0K | 0.02% | −149−4.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,947 | $262.0K | 0.02% | +513+21.1% | Added |
| MONECO Advisors, LLC | 2,916 | $259.0K | 0.10% | +202+7.4% | Added |
| Townsend & Associates, Inc | 2,789 | $258.0K | 0.12% | +41+1.5% | Added |
| Sandy Spring Bank | 2,892 | $257.0K | 0.02% | −220−7.1% | Reduced |
| Ingalls & Snyder LLC | 2,870 | $255.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,861 | $255.0K | 0.02% | +2,861 | New |
| Kestra Private Wealth Services, LLC | 2,854 | $254.0K | 0.01% | −215−7.0% | Reduced |
| CRA Financial Services, LLC | 2,843 | $253.0K | 0.09% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 2,834 | $252.0K | 0.00% | −960−25.3% | Reduced |
| Old National Bancorp | 2,839 | $252.0K | 0.01% | +15+0.5% | Added |
| Chiron Capital Management, LLC | 2,800 | $249.0K | 0.16% | +400+16.7% | Added |
| West Family Investments, Inc. | 2,789 | $248.0K | 0.10% | +2,789 | New |
| FDx Advisors, Inc. | 2,767 | $246.0K | 0.01% | +143+5.4% | Added |
| Vestor Capital, LLC | 2,758 | $245.0K | 0.03% | −120,506−97.8% | Reduced |
| Kovack Advisors, Inc. | 2,752 | $245.0K | 0.03% | −1,580−36.5% | Reduced |
| Cowa, LLC | 2,759 | $245.0K | 0.14% | −49−1.7% | Reduced |
| Silphium Asset Management Ltd | 2,750 | $244.7K | 0.41% | −250−8.3% | Reduced |
| Stokes Family Office, LLC | 2,740 | $244.0K | 0.03% | −3,822−58.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $244.0K | 0.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 2,730 | $243.0K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,290 | $242.0K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 2,556 | $241.0K | 0.09% | −81−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,280 | $241.0K | 0.02% | −16−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,695 | $240.0K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,695 | $240.0K | 0.05% | +2,695 | New |