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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 660 | $62.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 682 | $64.0K | 0.00% | −1−0.1% | Reduced |
| Zions Bancorporation, N.A. | 703 | $66.0K | 0.01% | +150+27.1% | Added |
| West Branch Capital LLC | 730 | $68.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 726 | $68.0K | 0.03% | +726 | New |
| Standard Family Office LLC | 743 | $70.0K | 0.03% | +743 | New |
| Covestor Ltd | 773 | $72.0K | 0.06% | −54−6.5% | Reduced |
| Pinebridge Investments, L.P. | 766 | $72.0K | 0.00% | +128+20.1% | Added |
| Artemis Wealth Advisors, LLC | 776 | $73.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 784 | $73.0K | 0.01% | +410+109.6% | Added |
| Private Trust Co NA | 796 | $74.0K | 0.01% | +112+16.4% | Added |
| Evermay Wealth Management LLC | 800 | $75.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 803 | $75.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 995 | $93.0K | 0.02% | −500−33.4% | Reduced |
| Atwood & Palmer Inc | 1,000 | $94.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $94.0K | 0.03% | +400+66.7% | Added |
| Riverview Trust Co | 1,035 | $97.0K | 0.09% | +689+199.1% | Added |
| WFA Asset Management Corp | 1,050 | $98.2K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,054 | $99.0K | 0.02% | +3+0.3% | Added |
| Glassman Wealth Services | 1,077 | $101.0K | 0.02% | +80+8.0% | Added |
| International Assets Investment Management, LLC | 1,083 | $101.0K | 0.02% | +1,083 | New |
| JNBA Financial Advisors | 1,114 | $104.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,130 | $106.0K | 0.03% | −116−9.3% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $110.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,190 | $111.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,252 | $112.0K | 0.00% | +238+23.5% | Added |
| Zullo Investment Group, Inc. | 1,215 | $114.0K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,222 | $114.0K | 0.12% | +1,222 | New |
| Oxler Private Wealth LLC | 1,284 | $120.1K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,301 | $122.0K | 0.03% | +265+25.6% | Added |
| Sargent Bickham Lagudis LLC | 1,400 | $131.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,437 | $134.0K | 0.01% | +125+9.5% | Added |
| DuPont Capital Management Corp | 1,469 | $137.0K | 0.01% | −364−19.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,492 | $139.6K | 0.06% | −17−1.1% | Reduced |
| City State Bank | 1,495 | $140.0K | 0.10% | −85−5.4% | Reduced |
| State of Wyoming | 1,518 | $143.0K | 0.07% | −3,105−67.2% | Reduced |
| Proequities, Inc. | 1,551 | $145.0K | 0.01% | +454+41.4% | Added |
| Bellevue Asset Management, LLC | 1,540 | $146.0K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,567 | $147.0K | 0.01% | +105+7.2% | Added |
| Sandy Spring Bank | 1,592 | $149.0K | 0.01% | −1,300−45.0% | Reduced |
| O'Dell Group, LLC | 1,608 | $150.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $150.0K | 0.09% | +1,600 | New |
| Canada Pension Plan Investment Board | 1,613 | $151.0K | 0.00% | +320+24.7% | Added |
| Group One Trading, L.P. | 1,610 | $151.0K | 0.00% | +904+128.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,652 | $155.0K | 0.04% | +509+44.5% | Added |
| TD Private Client Wealth LLC | 1,694 | $158.5K | 0.01% | +187+12.4% | Added |
| Compagnie Lombard Odier SCmA | 1,780 | $167.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,817 | $170.0K | 0.02% | +90+5.2% | Added |
| Allworth Financial LP | 1,823 | $171.0K | 0.00% | +346+23.4% | Added |
| Parkside Financial Bank & Trust | 1,839 | $173.0K | 0.06% | +170+10.2% | Added |
| Boit C F David | 1,850 | $173.0K | 0.14% | +1,850 | New |
| First Manhattan Co | 1,880 | $175.0K | 0.00% | −800−29.9% | Reduced |
| Optimum Investment Advisors | 1,875 | $175.0K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $178.0K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,987 | $186.0K | 0.01% | −6,862−77.5% | Reduced |
| Castleark Management LLC | 2,000 | $187.0K | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 2,000 | $187.0K | 0.00% | +2,000 | New |
| De Burlo Group Inc | 2,063 | $193.0K | 0.05% | +2,063 | New |
| Financial Management Professionals, Inc. | 2,074 | $194.0K | 0.04% | +1,345+184.5% | Added |
| Raleigh Capital Management Inc. | 2,134 | $200.0K | 0.12% | +2,134 | New |
| Magnolia Capital Advisors LLC | 2,152 | $201.0K | 0.17% | +2,152 | New |
| Mason Investment Advisory Services, Inc. | 2,155 | $201.6K | 0.02% | +2,155 | New |
| Osterweis Capital Management Inc | 2,160 | $202.0K | 0.02% | +2,160 | New |
| Investment Partners, Ltd. | 2,154 | $202.0K | 0.06% | +2,154 | New |
| Secure Asset Management, LLC | 2,156 | $202.0K | 0.11% | +2,156 | New |
| Everhart Financial Group, Inc. | 2,153 | $202.0K | 0.11% | +2,153 | New |
| Tobam | 2,172 | $203.0K | 0.01% | −304−12.3% | Reduced |
| Gradient Investments LLC | 2,173 | $203.0K | 0.01% | −7−0.3% | Reduced |
| Crewe Advisors LLC | 2,168 | $203.0K | 0.04% | +96+4.6% | Added |
| Summit X, LLC | 2,221 | $203.0K | 0.06% | +2,221 | New |
| Childress Capital Advisors, LLC | 2,016 | $203.0K | 0.08% | +2,016 | New |
| Angeles Wealth Management, LLC | 2,170 | $203.0K | 0.04% | +2,170 | New |
| Steward Financial Group LLC | 2,188 | $204.0K | 0.15% | −913−29.4% | Reduced |
| LCNB Corp | 2,180 | $204.0K | 0.11% | +2,180 | New |
| Penobscot Investment Management Company, Inc. | 2,200 | $206.0K | 0.04% | −1,500−40.5% | Reduced |
| Enlightenment Research, LLC | 2,200 | $206.0K | 0.46% | −300−12.0% | Reduced |
| Seeyond | 2,225 | $208.0K | 0.03% | −2,309−50.9% | Reduced |
| Fairhaven Wealth Management, LLC | 2,224 | $208.0K | 0.09% | −50−2.2% | Reduced |
| Horan Securities, Inc. | 2,234 | $209.0K | 0.13% | +127+6.0% | Added |
| Sepio Capital, LP | 2,233 | $209.0K | 0.02% | +2,233 | New |
| Aveo Capital Partners, LLC | 2,246 | $210.0K | 0.04% | −3−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,272 | $213.0K | 0.01% | −1,166−33.9% | Reduced |
| Chickasaw Capital Management LLC | 2,274 | $213.0K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,283 | $213.0K | 0.17% | +2,283 | New |
| Greenwich Investment Management, Inc. | 2,303 | $215.0K | 0.17% | 00.0% | Unchanged |
| Holderness Investments Co | 2,305 | $216.0K | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,325 | $218.0K | 0.03% | +2,325 | New |
| Prime Capital Investment Advisors, LLC | 2,331 | $218.0K | 0.01% | +2,331 | New |
| Claro Advisors LLC | 2,463 | $219.0K | 0.09% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 2,348 | $220.0K | 0.03% | +420+21.8% | Added |
| Strategic Wealth Partners, Ltd. | 2,353 | $220.2K | 0.05% | +19+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,361 | $221.0K | 0.02% | −1,547−39.6% | Reduced |
| Physicians Financial Services, Inc. | 2,365 | $221.0K | 0.11% | −47−1.9% | Reduced |
| West Coast Financial LLC | 2,363 | $221.0K | 0.04% | +2,363 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $222.0K | 0.14% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,386 | $223.0K | 0.01% | +16+0.7% | Added |
| Wolverine Trading, LLC | 2,354 | $223.0K | 0.01% | +2,354 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,390 | $224.0K | 0.07% | +100+4.4% | Added |
| Arrow Financial Corp | 2,400 | $225.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $225.0K | 0.14% | 00.0% | Unchanged |