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, Q3 2022
Institutional positions in Fiserv Inc as of Sep 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
- 1,345
- +30 vs. Q2 2022
- Shares held
- 571.2M
- −1.06M (−0.2%) vs. Q2 2022
- Total value
- $53.5B
- +$2.57B (+5.1%) vs. Q2 2022
- New holders
- 122
- 550 more added
- Sold out
- 92
- 471 more reduced
14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $1.00K | 0.00% | +8 | New |
| Community Bank, N.A. | 15 | $1.00K | 0.00% | +15 | New |
| Rosenberg Matthew Hamilton | 6 | $1.00K | 0.00% | +6 | New |
| Hudock, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.00K | 0.00% | +23 | New |
| Abound Wealth Management | 31 | $2.90K | 0.00% | +31 | New |
| Blue Bell Private Wealth Management, LLC | 35 | $3.00K | 0.00% | −45−56.3% | Reduced |
| Disciplined Investments, LLC | 32 | $3.00K | 0.00% | +1+3.2% | Added |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 28 | $3.00K | 0.00% | −6−17.6% | Reduced |
| Benjamin Edwards Inc | 36 | $3.00K | 0.00% | +36 | New |
| Global Financial Private Client, LLC | 34 | $3.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 45 | $4.00K | 0.00% | +45 | New |
| Northwest Investment Counselors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $5.00K | 0.00% | +55 | New |
| West Paces Advisors Inc. | 54 | $5.05K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 67 | $6.00K | 0.00% | −100−59.9% | Reduced |
| Creative Financial Designs Inc | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 74 | $7.00K | 0.00% | +74 | New |
| Raffa Wealth Management, LLC | 78 | $7.30K | 0.00% | +15+23.8% | Added |
| Neo Ivy Capital Management | 87 | $8.00K | 0.02% | −754−89.7% | Reduced |
| Bangor Savings Bank | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 100 | $9.00K | 0.00% | −2,000−95.2% | Reduced |
| Aquatic Capital Management LLC | 100 | $9.00K | 0.00% | −1,000−90.9% | Reduced |
| Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 118 | $11.0K | 0.00% | +90+321.4% | Added |
| Asset Dedication, LLC | 145 | $11.0K | 0.00% | +145 | New |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $11.0K | 0.00% | +123 | New |
| Oliver Lagore Vanvalin Investment Group | 124 | $12.0K | 0.01% | −326−72.4% | Reduced |
| Trustcore Financial Services, LLC | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $12.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 127 | $12.0K | 0.00% | +28+28.3% | Added |
| Harvest Fund Management Co., Ltd | 125 | $12.0K | 0.00% | +125 | New |
| Cedar Mountain Advisors, LLC | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 163 | $15.0K | 0.00% | +27+19.9% | Added |
| Castleview Partners, LLC | 158 | $15.0K | 0.01% | −42−21.0% | Reduced |
| Wolff Wiese Magana LLC | 187 | $18.0K | 0.01% | +78+71.6% | Added |
| RE Dickinson Investment Advisors, LLC | 214 | $19.0K | 0.02% | +10+4.9% | Added |
| West Oak Capital, LLC | 200 | $19.0K | 0.01% | +200 | New |
| Cullen/Frost Bankers, Inc. | 209 | $20.0K | 0.00% | +209 | New |
| Sound Income Strategies, LLC | 220 | $21.0K | 0.00% | −80−26.7% | Reduced |
| Canton Hathaway, LLC | 240 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 234 | $22.0K | 0.01% | +4+1.7% | Added |
| NewSquare Capital LLC | 240 | $22.0K | 0.00% | +240 | New |
| GeoWealth Management, LLC | 237 | $22.0K | 0.00% | +237 | New |
| Earnest Partners LLC | 246 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 249 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 255 | $24.0K | 0.00% | −292−53.4% | Reduced |
| Altshuler Shaham Ltd | 260 | $25.0K | 0.00% | −32−11.0% | Reduced |
| Versant Capital Management, Inc | 281 | $26.0K | 0.01% | +3+1.1% | Added |
| Siena Capital LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $28.0K | 0.01% | +89+43.4% | Added |
| Colonial Trust Advisors | 295 | $28.0K | 0.00% | +295 | New |
| Arlington Partners LLC | 315 | $29.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 308 | $29.0K | 0.00% | +114+58.8% | Added |
| New Millennium Group LLC | 316 | $30.0K | 0.03% | −315−49.9% | Reduced |
| KB Financial Partners, LLC | 326 | $31.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 312 | $31.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $32.0K | 0.00% | −73−17.2% | Reduced |
| Laurel Wealth Advisors LLC | 368 | $34.0K | 0.01% | −450−55.0% | Reduced |
| McIlrath & Eck, LLC | 385 | $36.0K | 0.01% | +33+9.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $36.0K | 0.02% | −67−14.8% | Reduced |
| Intelligent Financial Strategies | 400 | $37.0K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $37.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 401 | $37.0K | 0.01% | +153+61.7% | Added |
| Cambridge Trust Co | 402 | $38.0K | 0.00% | +125+45.1% | Added |
| Capital Advisors, Ltd. LLC | 415 | $39.0K | 0.01% | +121+41.2% | Added |
| Hexagon Capital Partners LLC | 427 | $40.0K | 0.01% | +209+95.9% | Added |
| Almanack Investment Partners, LLC. | 452 | $42.0K | 0.01% | +452 | New |
| AllSquare Wealth Management LLC | 491 | $46.0K | 0.03% | +310+171.3% | Added |
| Eagle Bay Advisors LLC | 514 | $48.0K | 0.03% | −15−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 510 | $48.0K | 0.00% | −11−2.1% | Reduced |
| Larson Financial Group LLC | 533 | $50.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 534 | $50.0K | 0.02% | +129+31.9% | Added |
| Private Ocean, LLC | 558 | $52.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 564 | $53.0K | 0.01% | +564 | New |
| FinTrust Capital Advisors, LLC | 551 | $54.0K | 0.01% | +31+6.0% | Added |
| Hoese & Co LLP | 588 | $55.0K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 608 | $56.0K | 0.01% | −1,036−63.0% | Reduced |
| Global Trust Asset Management, LLC | 600 | $56.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $56.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 605 | $57.0K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 625 | $58.0K | 0.01% | −275−30.6% | Reduced |