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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 3,399 | $318.0K | 0.01% | −200−5.6% | Reduced |
| Personal Capital Advisors Corp | 3,400 | $318.0K | 0.00% | +566+20.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,405 | $319.0K | 0.02% | +17+0.5% | Added |
| Grandfield & Dodd, LLC | 3,466 | $320.0K | 0.03% | −115−3.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,480 | $326.0K | 0.03% | −30−0.9% | Reduced |
| Keystone Financial Services | 3,303 | $327.0K | 0.19% | +425+14.8% | Added |
| Laurel Wealth Advisors, Inc. | 3,540 | $331.0K | 0.04% | −23−0.6% | Reduced |
| MMBG Investment Advisors Co. | 3,560 | $333.0K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3,580 | $334.0K | 0.11% | +3,559+16,947.6% | Added |
| Semmax Financial Advisors Inc. | 3,482 | $336.0K | 0.14% | −196−5.3% | Reduced |
| YHB Investment Advisors, Inc. | 3,594 | $336.0K | 0.04% | −60−1.6% | Reduced |
| Advisors Capital Management, LLC | 3,377 | $338.0K | 0.01% | +3,377 | New |
| Financial Planning & Information Services, Inc. | 3,637 | $340.0K | 0.08% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,640 | $341.0K | 0.03% | +3,640 | New |
| Long Run Wealth Advisors, LLC | 3,667 | $343.0K | 0.14% | +3,667 | New |
| Wealth Alliance | 3,676 | $344.0K | 0.07% | +238+6.9% | Added |
| Ellevest, Inc. | 3,705 | $347.0K | 0.03% | +661+21.7% | Added |
| Cooper Financial Group | 3,743 | $350.0K | 0.13% | +310+9.0% | Added |
| Silphium Asset Management Ltd | 3,750 | $350.9K | 0.32% | +1,000+36.4% | Added |
| Flagship Harbor Advisors, LLC | 3,776 | $353.0K | 0.04% | −275−6.8% | Reduced |
| Stephenson National Bank & Trust | 3,777 | $353.0K | 0.25% | +114+3.1% | Added |
| Heritage Wealth Advisors | 3,800 | $355.6K | 0.03% | +3,000+375.0% | Added |
| Belpointe Asset Management LLC | 3,811 | $356.0K | 0.02% | +63+1.7% | Added |
| NorthRock Partners, LLC | 3,842 | $359.0K | 0.04% | +3,842 | New |
| Segall Bryant & Hamill, LLC | 3,840 | $360.0K | 0.00% | +3,840 | New |
| Madrona Financial Services, LLC | 3,860 | $361.0K | 0.22% | −42−1.1% | Reduced |
| Capital Investment Advisors, LLC | 3,918 | $367.0K | 0.01% | −91−2.3% | Reduced |
| CWA Asset Management Group, LLC | 3,974 | $372.0K | 0.04% | +964+32.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $372.1K | 0.10% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,989 | $373.0K | 0.05% | +92+2.4% | Added |
| Exencial Wealth Advisors, LLC | 3,987 | $373.0K | 0.02% | +98+2.5% | Added |
| Salem Investment Counselors Inc | 3,998 | $374.0K | 0.02% | −5,934−59.7% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $374.0K | 0.02% | −76−1.9% | Reduced |
| Vista Capital Partners, Inc. | 4,000 | $374.0K | 0.06% | −12−0.3% | Reduced |
| RBF Capital, LLC | 4,000 | $374.0K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 4,000 | $374.0K | 0.02% | +4,000 | New |
| Becker Capital Management Inc | 4,023 | $376.0K | 0.02% | −10−0.2% | Reduced |
| Pendal Group Limited | 4,055 | $379.0K | 0.00% | −246−5.7% | Reduced |
| World Equity Group, Inc. | 4,057 | $379.6K | 0.10% | +89+2.2% | Added |
| Wambolt & Associates, LLC | 4,057 | $380.0K | 0.16% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,074 | $381.0K | 0.12% | −1,050−20.5% | Reduced |
| Continuum Advisory, LLC | 4,082 | $382.0K | 0.07% | +178+4.6% | Added |
| 9258 Wealth Management, LLC | 4,088 | $383.0K | 0.10% | −341−7.7% | Reduced |
| Intellectus Partners, LLC | 4,095 | $383.0K | 0.14% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,124 | $385.0K | 0.01% | +338+8.9% | Added |
| Bartlett & Co. Wealth Management LLC | 4,125 | $386.0K | 0.01% | +11+0.3% | Added |
| Bartlett & Co. LLC | 4,125 | $386.0K | 0.01% | +11+0.3% | Added |
| Merit Financial Group, LLC | 4,149 | $388.0K | 0.02% | +20.0% | Added |
| Sentry Investment Management LLC | 4,144 | $388.0K | 0.18% | +96+2.4% | Added |
| Sawtooth Solutions, LLC | 4,159 | $389.0K | 0.06% | +908+27.9% | Added |
| Fishman Jay A Ltd | 4,180 | $391.1K | 0.06% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,215 | $394.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,440 | $395.0K | 0.03% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,220 | $395.0K | 0.18% | +55+1.3% | Added |
| Evergreen Wealth Solutions, LLC | 4,232 | $396.0K | 0.56% | −1,808−29.9% | Reduced |
| Smith, Moore & Co. | 4,232 | $396.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,239 | $397.0K | 0.04% | −240−5.4% | Reduced |
| Citadel Investment Advisory, Inc. | 4,242 | $397.0K | 0.30% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $400.0K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,289 | $401.0K | 0.07% | +236+5.8% | Added |
| Citizens National Bank Trust Department | 4,300 | $402.0K | 0.12% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,302 | $403.0K | 0.10% | −36−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 4,313 | $404.0K | 0.29% | +89+2.1% | Added |
| Evergreen Capital Management LLC | 4,324 | $405.0K | 0.02% | +566+15.1% | Added |
| Lindbrook Capital, LLC | 4,336 | $406.0K | 0.07% | +165+4.0% | Added |
| Tiemann Investment Advisors, LLC | 4,350 | $407.0K | 0.26% | +65+1.5% | Added |
| Crumly & Associates Inc. | 4,358 | $408.0K | 0.17% | +26+0.6% | Added |
| Legacy Wealth Management, LLC | 4,371 | $409.0K | 0.28% | +4,371 | New |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $410.0K | 0.05% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,380 | $410.0K | 0.19% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,416 | $411.0K | 0.02% | +571+14.9% | Added |
| Steinberg Asset Management LLC | 4,420 | $414.0K | 0.44% | −4,561−50.8% | Reduced |
| Santori & Peters | 4,431 | $414.0K | 0.28% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,468 | $418.0K | 0.06% | +626+16.3% | Added |
| Park Avenue Securities LLC | 4,474 | $419.0K | 0.01% | +163+3.8% | Added |
| Penbrook Management LLC | 4,500 | $421.0K | 0.36% | −91−2.0% | Reduced |
| Condor Capital Management | 4,494 | $421.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,500 | $421.0K | 0.18% | +4,500 | New |
| Apollon Wealth Management, LLC | 4,508 | $422.0K | 0.03% | +615+15.8% | Added |
| Boston Family Office LLC | 4,575 | $428.0K | 0.04% | −564−11.0% | Reduced |
| Oppenheimer & Co Inc | 4,613 | $432.0K | 0.01% | −119−2.5% | Reduced |
| Central Trust Co | 4,612 | $432.0K | 0.01% | −30−0.6% | Reduced |
| Kinneret Advisory, LLC | 4,651 | $435.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,645 | $435.0K | 0.03% | +796+20.7% | Added |
| Checchi Capital Advisers, LLC | 4,671 | $437.0K | 0.05% | +44+1.0% | Added |
| Assetmark, Inc | 4,705 | $440.0K | 0.00% | −94−2.0% | Reduced |
| 1st Source Bank | 4,715 | $441.0K | 0.03% | −20−0.4% | Reduced |
| Baldwin Brothers Inc | 4,712 | $441.0K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,725 | $442.1K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,738 | $443.0K | 0.05% | +4,738 | New |
| MAI Capital Management | 4,741 | $444.0K | 0.01% | +1,148+32.0% | Added |
| Vista Investment Management | 4,759 | $445.0K | 0.27% | +286+6.4% | Added |
| Outlook Wealth Advisors, LLC | 4,765 | $445.0K | 0.20% | +4,765 | New |
| Paragon Capital Management Ltd | 4,800 | $449.0K | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 4,807 | $449.0K | 0.11% | +980+25.6% | Added |
| Mystic Asset Management, Inc. | 4,811 | $450.0K | 0.29% | +45+0.9% | Added |
| Waldron Private Wealth LLC | 4,872 | $455.0K | 0.03% | −135−2.7% | Reduced |
| Graham Capital Management, L.P. | 4,875 | $456.0K | 0.02% | −5,586−53.4% | Reduced |
| Ellis Investment Partners, LLC | 4,880 | $456.0K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,882 | $457.0K | 0.03% | +10.0% | Added |