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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 4,895 | $458.0K | 0.09% | −10,624−68.5% | Reduced |
| Principle Wealth Partners LLC | 4,900 | $458.0K | 0.06% | +1,300+36.1% | Added |
| Summit Trail Advisors, LLC | 4,902 | $459.0K | 0.02% | −560−10.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,906 | $459.0K | 0.13% | +27+0.6% | Added |
| Optas, LLC | 4,925 | $461.0K | 0.20% | +333+7.3% | Added |
| Roberts Glore & Co Inc | 4,936 | $462.0K | 0.17% | −250−4.8% | Reduced |
| Tributary Capital Management, LLC | 4,950 | $463.0K | 0.05% | +4,950 | New |
| Lynch Asset Management, Inc. | 5,000 | $467.0K | 0.42% | −5,000−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 5,013 | $469.0K | 0.03% | −16,096−76.3% | Reduced |
| Eqis Capital Management, Inc. | 5,041 | $471.7K | 0.05% | −39−0.8% | Reduced |
| Partners Group Holding AG | 5,071 | $474.0K | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5,061 | $474.0K | 0.54% | +5,061 | New |
| Forbes J M & Co LLP | 5,096 | $477.0K | 0.07% | −29−0.6% | Reduced |
| Ballentine Partners, LLC | 5,146 | $481.0K | 0.02% | +1,360+35.9% | Added |
| Bridge Advisory, LLC | 5,200 | $487.0K | 0.24% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,216 | $488.0K | 0.02% | −440−7.8% | Reduced |
| Federated Hermes, Inc. | 5,242 | $490.0K | 0.00% | +1,307+33.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,352 | $500.0K | 0.36% | −540−9.2% | Reduced |
| United Community Bank | 5,376 | $503.0K | 0.53% | +389+7.8% | Added |
| Conning Inc. | 5,396 | $505.0K | 0.02% | −329−5.7% | Reduced |
| NBT Bank N A | 5,418 | $507.0K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,472 | $512.0K | 0.07% | −195−3.4% | Reduced |
| Fairfield, Bush & Co. | 5,490 | $514.0K | 0.36% | −1,150−17.3% | Reduced |
| Copperleaf Capital, LLC | 5,524 | $517.0K | 0.56% | +1,624+41.6% | Added |
| Transcend Wealth Collective, LLC | 5,612 | $525.0K | 0.06% | +87+1.6% | Added |
| Shepherd Financial Partners LLC | 5,619 | $526.0K | 0.10% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,626 | $526.0K | 0.02% | +5,626 | New |
| LVM Capital Management Ltd | 5,635 | $527.0K | 0.08% | −50−0.9% | Reduced |
| Epic Trust Investment Advisors, LLC | 5,647 | $528.0K | 0.73% | +5,647 | New |
| Schechter Investment Advisors, LLC | 5,661 | $530.0K | 0.05% | +2,042+56.4% | Added |
| Balasa Dinverno & Foltz LLC | 5,659 | $530.0K | 0.03% | +2,712+92.0% | Added |
| Orion Portfolio Solutions, LLC | 5,687 | $532.0K | 0.02% | +519+10.0% | Added |
| MBM Wealth Consultants, LLC | 5,600 | $534.0K | 0.26% | +183+3.4% | Added |
| Chase Investment Counsel Corp | 5,795 | $542.0K | 0.34% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5,803 | $543.0K | 0.21% | +5,685+4,817.8% | Added |
| Bank of Stockton | 5,809 | $544.0K | 0.21% | −115−1.9% | Reduced |
| City Holding Co | 5,847 | $547.0K | 0.11% | −716−10.9% | Reduced |
| Jennison Associates LLC | 5,857 | $548.0K | 0.00% | +5,857 | New |
| Boston Trust Walden Corp | 5,893 | $551.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,926 | $554.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,941 | $556.0K | 0.01% | +85+1.5% | Added |
| First American Trust, FSB | 5,954 | $557.0K | 0.09% | −47−0.8% | Reduced |
| Thrive Wealth Management, LLC | 5,956 | $557.0K | 0.20% | +2,337+64.6% | Added |
| Yarbrough Capital, LLC | 5,965 | $558.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,994 | $561.0K | 0.02% | +27+0.5% | Added |
| Financial Advocates Investment Management | 19,108 | $562.0K | 0.05% | +4,774+33.3% | Added |
| Integral Investment Advisors, Inc. | 6,010 | $562.0K | 0.46% | +159+2.7% | Added |
| Eukles Asset Management | 6,067 | $568.0K | 0.37% | −7−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $572.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 6,149 | $575.0K | 0.17% | +276+4.7% | Added |
| Rehmann Capital Advisory Group | 6,171 | $577.4K | 0.06% | −44−0.7% | Reduced |
| Quantbot Technologies LP | 6,237 | $583.0K | 0.04% | +6,237 | New |
| Lebenthal Global Advisors, LLC | 6,287 | $588.0K | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,299 | $589.0K | 0.03% | +673+12.0% | Added |
| Sadoff Investment Management LLC | 6,329 | $592.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6,400 | $599.0K | 0.52% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,406 | $599.0K | 0.03% | +37+0.6% | Added |
| Harbour Investments, Inc. | 6,743 | $600.0K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,414 | $600.0K | 0.08% | −81−1.2% | Reduced |
| First Washington CORP | 6,500 | $608.0K | 0.31% | 00.0% | Unchanged |
| Keybank National Association | 6,528 | $611.0K | 0.00% | +574+9.6% | Added |
| Thoroughbred Financial Services, LLC | 6,542 | $612.0K | 0.12% | +257+4.1% | Added |
| Prescott Group Capital Management, L.L.C. | 6,564 | $614.0K | 0.19% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,561 | $614.0K | 0.91% | +6,561 | New |
| Sun Life Financial INC | 6,577 | $615.0K | 0.05% | −1,824−21.7% | Reduced |
| Maryland Capital Management | 6,585 | $616.0K | 0.05% | +1,725+35.5% | Added |
| Institute for Wealth Management, LLC. | 6,634 | $621.0K | 0.14% | +41+0.6% | Added |
| Certified Advisory Corp | 6,646 | $622.0K | 0.14% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,651 | $622.0K | 0.08% | +372+5.9% | Added |
| Central Bank & Trust Co | 6,751 | $632.0K | 0.14% | −2,829−29.5% | Reduced |
| Goelzer Investment Management, Inc. | 6,784 | $635.0K | 0.06% | −31,174−82.1% | Reduced |
| Wright Investors Service Inc | 6,779 | $635.0K | 0.20% | +20.0% | Added |
| PEAK6 Investments LLC | 6,790 | $635.0K | 0.02% | +6,790 | New |
| Wahed Invest LLC | 6,798 | $636.0K | 0.39% | +431+6.8% | Added |
| Strategic Investment Advisors | 6,806 | $637.0K | 0.14% | +6,806 | New |
| Townsend Asset Management Corp | 6,845 | $640.0K | 0.36% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,836 | $640.0K | 0.11% | +6,836 | New |
| Aureus Asset Management, LLC | 6,880 | $644.0K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,929 | $648.0K | 0.19% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,933 | $649.0K | 0.30% | −100−1.4% | Reduced |
| Clarius Group, LLC | 6,944 | $650.0K | 0.06% | +424+6.5% | Added |
| Sand Hill Global Advisors, LLC | 6,986 | $654.0K | 0.04% | −17−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,000 | $654.0K | 0.17% | +800+12.9% | Added |
| Dryden Capital, LLC | 7,000 | $655.0K | 0.52% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,018 | $657.0K | 0.03% | +371+5.6% | Added |
| HBK Sorce Advisory LLC | 7,077 | $662.0K | 0.04% | +115+1.7% | Added |
| Atlas Capital Advisors LLC | 7,101 | $664.4K | 0.12% | +6,795+2,220.6% | Added |
| VeraBank, N.A. | 7,130 | $667.0K | 0.42% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,872 | $667.0K | 0.02% | +2,371+36.5% | Added |
| Westbourne Investment Advisors, Inc. | 7,160 | $670.0K | 0.36% | −233−3.2% | Reduced |
| Manchester Capital Management LLC | 7,210 | $675.0K | 0.12% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,250 | $678.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,282 | $681.0K | 0.11% | +4,000+121.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 7,290 | $682.0K | 0.09% | −300−4.0% | Reduced |
| Abacus Wealth Partners, LLC | 7,328 | $685.7K | 0.36% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,329 | $686.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,364 | $689.0K | 0.02% | −1,233−14.3% | Reduced |
| Boston Common Asset Management, LLC | 7,363 | $689.0K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 7,378 | $690.0K | 0.25% | −1,139−13.4% | Reduced |
| Cigna Investments Inc | 7,390 | $691.0K | 0.15% | −344−4.4% | Reduced |