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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 900 | $80.0K | 0.01% | +900 | New |
| WFA of San Diego, LLC | 870 | $77.0K | 0.07% | +870 | New |
| Covestor Ltd | 827 | $74.0K | 0.06% | +82+11.0% | Added |
| Neo Ivy Capital Management | 841 | $74.0K | 0.20% | +841 | New |
| Laurel Wealth Advisors LLC | 818 | $73.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $71.0K | 0.01% | −1,396−63.6% | Reduced |
| Norway Savings Bank | 803 | $71.0K | 0.04% | −25−3.0% | Reduced |
| Heritage Wealth Advisors | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 770 | $69.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 776 | $69.0K | 0.02% | +776 | New |
| West Branch Capital LLC | 730 | $65.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 729 | $65.0K | 0.02% | +112+18.2% | Added |
| Group One Trading, L.P. | 706 | $63.0K | 0.00% | −2,451−77.6% | Reduced |
| Private Trust Co NA | 684 | $61.0K | 0.01% | −13,606−95.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 683 | $61.0K | 0.00% | −1,448−67.9% | Reduced |
| Fred Alger Management, LLC | 660 | $59.0K | 0.00% | −85−11.4% | Reduced |
| Pinebridge Investments, L.P. | 638 | $57.0K | 0.00% | +571+852.2% | Added |
| New Millennium Group LLC | 631 | $56.0K | 0.06% | +631 | New |
| TD Ameritrade Investment Management, LLC | 604 | $54.0K | 0.00% | −473−43.9% | Reduced |
| Piscataqua Savings Bank | 605 | $54.0K | 0.05% | −181−23.0% | Reduced |
| Global Trust Asset Management, LLC | 600 | $53.0K | 0.03% | −433−41.9% | Reduced |
| First PREMIER Bank | 600 | $53.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $53.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $52.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 520 | $52.0K | 0.01% | +120+30.0% | Added |
| Zions Bancorporation, N.A. | 553 | $49.0K | 0.00% | −89−13.9% | Reduced |
| Private Ocean, LLC | 558 | $49.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 547 | $49.0K | 0.01% | +35+6.8% | Added |
| Eagle Bay Advisors LLC | 529 | $47.1K | 0.03% | +529 | New |
| Larson Financial Group LLC | 533 | $47.0K | 0.01% | +154+40.6% | Added |
| Curi Capital | 528 | $47.0K | 0.01% | +526+26,300.0% | Added |
| Catalyst Capital Advisors LLC | 521 | $46.0K | 0.00% | +65+14.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 452 | $40.2K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 450 | $40.0K | 0.02% | +410+1,025.0% | Added |
| Westside Investment Management, Inc. | 424 | $37.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $36.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $36.0K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $35.0K | 0.02% | +395 | New |
| GHP Investment Advisors, Inc. | 374 | $33.0K | 0.00% | −226−37.7% | Reduced |
| McIlrath & Eck, LLC | 352 | $31.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 346 | $31.0K | 0.03% | +61+21.4% | Added |
| KB Financial Partners, LLC | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 315 | $28.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 312 | $28.0K | 0.00% | +18+6.1% | Added |
| Legacy CG, LLC | 314 | $28.0K | 0.02% | +314 | New |
| Atlas Capital Advisors LLC | 306 | $27.2K | 0.00% | +128+71.9% | Added |
| Nomura Holdings Inc | 295 | $27.0K | 0.00% | −11,041−97.4% | Reduced |
| Sound Income Strategies, LLC | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 292 | $26.0K | 0.00% | −79−21.3% | Reduced |
| Capital Advisors, Ltd. LLC | 294 | $26.0K | 0.00% | −9−3.0% | Reduced |
| Cambridge Trust Co | 277 | $25.0K | 0.00% | −400−59.1% | Reduced |
| Versant Capital Management, Inc | 278 | $25.0K | 0.01% | −2−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 249 | $22.0K | 0.01% | −6−2.4% | Reduced |
| Earnest Partners LLC | 246 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 248 | $22.0K | 0.01% | +70+39.3% | Added |
| Canton Hathaway, LLC | 240 | $21.0K | 0.01% | +240 | New |
| Prestige Wealth Management Group LLC | 230 | $20.0K | 0.01% | −17−6.9% | Reduced |
| SkyView Investment Advisors, LLC | 209 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 218 | $19.0K | 0.01% | +46+26.7% | Added |
| RE Dickinson Investment Advisors, LLC | 204 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 205 | $18.0K | 0.01% | +205 | New |
| Heritage Wealth Management, LLC | 200 | $17.8K | 0.01% | +200 | New |
| MV Capital Management, Inc. | 194 | $17.0K | 0.00% | −109−36.0% | Reduced |
| Sittner & Nelson, LLC | 190 | $17.0K | 0.01% | +190 | New |
| AllSquare Wealth Management LLC | 181 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 180 | $16.0K | 0.01% | +180 | New |
| Leelyn Smith, LLC | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $13.0K | 0.00% | −88−37.0% | Reduced |
| Hanson & Doremus Investment Management | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $12.0K | 0.00% | −50−27.2% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 140 | $12.0K | 0.00% | +140 | New |
| Trustcore Financial Services, LLC | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $11.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 118 | $10.0K | 0.00% | +36+43.9% | Added |
| Wolff Wiese Magana LLC | 109 | $10.0K | 0.01% | +30+38.0% | Added |
| Loomis Sayles & Co L P | 99 | $9.00K | 0.00% | −19−16.1% | Reduced |
| Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 96 | $9.00K | 0.00% | +96 | New |
| Fieldpoint Private Securities, LLC | 89 | $8.00K | 0.00% | −4,300−98.0% | Reduced |
| Private Capital Group, LLC | 88 | $8.00K | 0.01% | +16+22.2% | Added |
| Cardinal Capital Management, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 80 | $7.00K | 0.00% | +10+14.3% | Added |
| GW&K Investment Management, LLC | 78 | $7.00K | 0.00% | +25+47.2% | Added |
| Bangor Savings Bank | 85 | $7.00K | 0.00% | +85 | New |
| IMA Wealth, Inc. | 67 | $6.00K | 0.00% | −169−71.6% | Reduced |
| Creative Financial Designs Inc | 68 | $6.00K | 0.00% | −25−26.9% | Reduced |
| Beacon Capital Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 63 | $5.61K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $4.80K | 0.00% | 00.0% | Unchanged |