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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 2,410 | $225.0K | 0.01% | +2,410 | New |
| CM Wealth Advisors LLC | 2,410 | $225.5K | 0.12% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,195 | $226.0K | 0.23% | −990−31.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,425 | $227.0K | 0.11% | −30−1.2% | Reduced |
| One Wealth Advisors, LLC | 2,436 | $228.0K | 0.07% | +13+0.5% | Added |
| Geller Advisors LLC | 2,437 | $228.0K | 0.05% | +2,437 | New |
| Marcum Wealth, LLC | 2,451 | $229.0K | 0.03% | +9+0.4% | Added |
| Dearborn Partners LLC | 2,443 | $229.0K | 0.01% | +43+1.8% | Added |
| Clear Street Markets LLC | 2,447 | $229.0K | 0.04% | +2,447 | New |
| Carlson Capital Management | 2,462 | $230.0K | 0.02% | +12+0.5% | Added |
| Chicago Partners Investment Group LLC | 2,397 | $231.0K | 0.02% | +117+5.1% | Added |
| Janney Capital Management LLC | 2,465 | $231.0K | 0.02% | +25+1.0% | Added |
| Grassi Investment Management | 2,475 | $232.0K | 0.03% | −3,925−61.3% | Reduced |
| Epiq Partners, LLC | 2,480 | $232.0K | 0.14% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,500 | $233.0K | 0.02% | −5,680−69.4% | Reduced |
| WBH Advisory Inc | 2,486 | $233.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,500 | $234.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,507 | $235.0K | 0.19% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,507 | $235.0K | 0.19% | +2,507 | New |
| Leavell Investment Management, Inc. | 2,545 | $238.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $238.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,582 | $242.0K | 0.12% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,600 | $243.0K | 0.03% | −140,000−98.2% | Reduced |
| West Family Investments, Inc. | 2,600 | $243.0K | 0.10% | −189−6.8% | Reduced |
| Meyer Handelman Co | 2,600 | $243.0K | 0.01% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 2,599 | $243.0K | 0.15% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,610 | $244.0K | 0.24% | 00.0% | Unchanged |
| Old Port Advisors | 2,446 | $246.0K | 0.10% | −110−4.3% | Reduced |
| Norwood Financial Corp | 2,625 | $246.0K | 0.44% | 00.0% | Unchanged |
| Colonial Trust Co | 2,642 | $247.0K | 0.08% | +2,642 | New |
| Sandler Capital Management | 2,650 | $248.0K | 0.05% | +150+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,664 | $249.0K | 0.00% | +2,664 | New |
| Peloton Wealth Strategists | 2,675 | $250.0K | 0.13% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,691 | $251.0K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,695 | $252.0K | 0.08% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,709 | $253.0K | 0.01% | +2,709 | New |
| Investment Management of Virginia LLC | 2,730 | $255.0K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,728 | $255.0K | 0.06% | +226+9.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $256.0K | 0.00% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,770 | $259.0K | 0.04% | +2,770 | New |
| WealthPlan Investment Management, LLC | 2,576 | $259.0K | 0.02% | +2,576 | New |
| CRA Financial Services, LLC | 2,843 | $266.0K | 0.10% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 2,856 | $267.0K | 0.05% | −1,138−28.5% | Reduced |
| Ariel Investments, LLC | 2,856 | $267.0K | 0.00% | +360+14.4% | Added |
| Point72 Hong Kong Ltd | 2,859 | $268.0K | 0.02% | −43,818−93.9% | Reduced |
| Ingalls & Snyder LLC | 2,870 | $269.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,890 | $270.0K | 0.07% | +1,255+76.8% | Added |
| Wade G W & Inc | 2,900 | $271.0K | 0.01% | −21,267−88.0% | Reduced |
| Intact Investment Management Inc. | 2,900 | $271.0K | 0.01% | +2,900 | New |
| MONECO Advisors, LLC | 2,908 | $272.0K | 0.11% | −8−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 2,832 | $274.0K | 0.07% | −150−5.0% | Reduced |
| Meridian Wealth Management, LLC | 2,935 | $275.0K | 0.03% | −2,433−45.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,938 | $275.0K | 0.01% | −336−10.3% | Reduced |
| K.J. Harrison & Partners Inc | 2,945 | $276.0K | 0.10% | +2,945 | New |
| Silver Oak Securities, Inc | 2,458 | $277.7K | 0.06% | +2,458 | New |
| Gladstone Institutional Advisory LLC | 2,997 | $280.0K | 0.02% | +8+0.3% | Added |
| Waypoint Capital Advisors, LLC | 3,000 | $281.0K | 0.12% | −599−16.6% | Reduced |
| Gateway Investment Advisers LLC | 3,005 | $281.0K | 0.00% | −348−10.4% | Reduced |
| Cito Capital Group, LLC | 3,000 | $281.0K | 0.16% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,013 | $282.0K | 0.01% | −224−6.9% | Reduced |
| Stokes Family Office, LLC | 3,015 | $282.0K | 0.04% | +275+10.0% | Added |
| Atlantic Trust, LLC | 3,018 | $282.0K | 0.10% | +3,018 | New |
| ICA Group Wealth Management, LLC | 3,056 | $286.0K | 0.06% | +447+17.1% | Added |
| Riverbridge Partners LLC | 3,080 | $288.0K | 0.00% | −405−11.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $289.0K | 0.04% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,944 | $290.0K | 0.13% | +155+5.6% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $291.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $291.0K | 0.23% | +3,110 | New |
| Penserra Capital Management LLC | 3,131 | $292.0K | 0.01% | +80+2.6% | Added |
| Arete Wealth Advisors, LLC | 3,121 | $292.0K | 0.03% | +591+23.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,100 | $292.3K | 0.00% | −1,062−25.5% | Reduced |
| Wunderlich Capital Managemnt | 3,133 | $293.0K | 0.19% | −21−0.7% | Reduced |
| Independent Financial Group, LLC | 3,145 | $294.3K | 0.03% | −1,410−31.0% | Reduced |
| Forte Capital LLC | 3,163 | $296.0K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,172 | $297.0K | 0.04% | +90+2.9% | Added |
| Kestra Private Wealth Services, LLC | 3,179 | $297.0K | 0.02% | +325+11.4% | Added |
| Coastal Investment Advisors, Inc. | 3,184 | $298.0K | 0.08% | −408−11.4% | Reduced |
| Provident Trust Co | 3,184 | $298.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,193 | $298.0K | 0.00% | +977+44.1% | Added |
| TRUE Private Wealth Advisors | 3,201 | $299.0K | 0.05% | +59+1.9% | Added |
| Marotta Asset Management | 3,200 | $299.4K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,206 | $300.0K | 0.02% | +58+1.8% | Added |
| Axxcess Wealth Management, LLC | 3,202 | $300.0K | 0.03% | +3,202 | New |
| JGP Wealth Management, LLC | 3,048 | $301.0K | 0.06% | +91+3.1% | Added |
| Parallel Advisors, LLC | 3,246 | $304.0K | 0.01% | +745+29.8% | Added |
| Beacon Financial Group | 3,217 | $305.0K | 0.05% | −14−0.4% | Reduced |
| Ground Swell Capital, LLC | 3,272 | $306.0K | 0.87% | −4,214−56.3% | Reduced |
| Apeiron RIA LLC | 3,208 | $306.0K | 0.14% | +3,208 | New |
| Stonebridge Capital Advisors LLC | 3,283 | $307.0K | 0.04% | −65−1.9% | Reduced |
| Cowa, LLC | 3,286 | $307.0K | 0.20% | +527+19.1% | Added |
| Monetary Management Group Inc | 3,300 | $309.0K | 0.10% | −1,000−23.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,310 | $310.0K | 0.08% | +880+36.2% | Added |
| Centaurus Financial, Inc. | 3,319 | $311.0K | 0.03% | +1,091+49.0% | Added |
| MUFG Securities EMEA plc | 3,331 | $312.0K | 0.01% | −7,970−70.5% | Reduced |
| Old National Bancorp | 3,345 | $313.0K | 0.01% | +506+17.8% | Added |
| Old Mission Capital LLC | 3,357 | $314.0K | 0.01% | +3,357 | New |
| Pegasus Partners Ltd. | 3,365 | $315.0K | 0.06% | +233+7.4% | Added |
| Moneta Group Investment Advisors LLC | 3,377 | $316.0K | 0.01% | −624−15.6% | Reduced |
| WMS Partners, LLC | 3,382 | $316.0K | 0.04% | −77−2.2% | Reduced |
| Naples Global Advisors, LLC | 3,377 | $316.0K | 0.04% | +3,377 | New |