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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 7,404 | $693.0K | 0.21% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 7,441 | $697.0K | 0.05% | −128−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,485 | $700.0K | 0.07% | +7,485 | New |
| Integrated Wealth Concepts LLC | 7,542 | $706.0K | 0.02% | +37+0.5% | Added |
| Tectonic Advisors LLC | 7,551 | $707.0K | 0.13% | +688+10.0% | Added |
| Stevard, LLC | 7,600 | $711.0K | 0.67% | +7,600 | New |
| Stratos Wealth Partners, LTD. | 7,648 | $716.0K | 0.02% | −500−6.1% | Reduced |
| AtonRa Partners | 7,683 | $719.0K | 0.71% | +26+0.3% | Added |
| Kowal Investment Group, LLC | 7,716 | $722.0K | 0.24% | −890−10.3% | Reduced |
| Spinnaker Trust | 7,716 | $722.0K | 0.06% | −490−6.0% | Reduced |
| Principal Street Partners, LLC | 7,711 | $722.0K | 0.19% | +27+0.4% | Added |
| FDx Advisors, Inc. | 7,716 | $722.0K | 0.03% | +4,949+178.9% | Added |
| Jump Financial, LLC | 7,753 | $725.0K | 0.03% | +7,753 | New |
| Stock Yards Bank & Trust Co | 7,773 | $728.0K | 0.03% | +2,449+46.0% | Added |
| AIA Group Ltd | 7,804 | $730.0K | 0.05% | −4,809−38.1% | Reduced |
| Johnson Investment Counsel Inc | 7,929 | $742.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 7,953 | $744.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 8,067 | $755.0K | 0.65% | −16−0.2% | Reduced |
| Grimes & Company, Inc. | 8,085 | $756.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,127 | $760.0K | 0.00% | −2,979−26.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,139 | $762.0K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,220 | $769.0K | 0.10% | −68−0.8% | Reduced |
| First Nebraska Trust Co | 8,235 | $770.5K | 0.11% | −10−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 8,124 | $771.0K | 0.10% | +1,601+24.5% | Added |
| Riverwater Partners LLC | 8,241 | $771.0K | 0.77% | +5,720+226.9% | Added |
| Peoples Bank | 8,295 | $776.0K | 0.52% | −425−4.9% | Reduced |
| ICW Investment Advisors LLC | 8,289 | $776.0K | 0.52% | +10.0% | Added |
| Archford Capital Strategies, LLC | 8,291 | $776.0K | 0.20% | +189+2.3% | Added |
| American Portfolios Advisors | 8,349 | $781.2K | 0.03% | +144+1.8% | Added |
| Beacon Pointe Advisors, LLC | 8,460 | $792.0K | 0.02% | −613−6.8% | Reduced |
| Los Angeles Capital Management LLC | 8,463 | $792.0K | 0.00% | +3,153+59.4% | Added |
| Mitchell Capital Management Co | 8,522 | $797.0K | 0.23% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 8,540 | $799.0K | 0.03% | −500−5.5% | Reduced |
| Venturi Wealth Management, LLC | 8,545 | $800.0K | 0.08% | −180−2.1% | Reduced |
| Wayfinding Financial, LLC | 8,597 | $804.0K | 0.75% | +250+3.0% | Added |
| First Foundation Advisors | 8,694 | $813.0K | 0.04% | −18,222−67.7% | Reduced |
| Whittier Trust Co | 8,708 | $815.0K | 0.02% | +2,940+51.0% | Added |
| Veracity Capital LLC | 8,737 | $818.0K | 0.45% | +8+0.1% | Added |
| Capital Asset Advisory Services LLC | 8,752 | $819.0K | 0.11% | −2,350−21.2% | Reduced |
| Avantax Advisory Services, Inc. | 8,757 | $819.0K | 0.01% | −74−0.8% | Reduced |
| Choate Investment Advisors | 8,845 | $827.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,054 | $827.0K | 0.06% | +736+10.1% | Added |
| Achmea Investment Management B.V. | 8,865 | $830.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,891 | $832.0K | 0.03% | +8,891 | New |
| Key Financial Inc | 8,906 | $833.0K | 0.39% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,939 | $836.0K | 0.04% | −2,381−21.0% | Reduced |
| 55I, LLC | 8,943 | $836.0K | 0.02% | +8,943 | New |
| Landaas & Co | 8,984 | $841.0K | 0.53% | −17−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 8,999 | $842.0K | 0.10% | +238+2.7% | Added |
| Johnson Financial Group, Inc. | 8,346 | $844.0K | 0.08% | −1,588−16.0% | Reduced |
| Citadel Advisors LLC | 9,029 | $845.0K | 0.00% | −188,164−95.4% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $859.0K | 0.17% | −7−0.1% | Reduced |
| Addison Advisors LLC | 9,212 | $862.0K | 0.53% | 00.0% | Unchanged |
| Aurora Investment Counsel | 9,236 | $864.0K | 0.66% | +729+8.6% | Added |
| Brookstone Capital Management | 9,253 | $867.0K | 0.02% | −1,074−10.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,382 | $878.0K | 0.07% | +878+10.3% | Added |
| Brown Capital Management LLC | 9,389 | $879.0K | 0.01% | −78−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,450 | $884.0K | 0.40% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 9,500 | $889.0K | 0.09% | +9,500 | New |
| Raymond James Trust N.A. | 9,529 | $891.0K | 0.03% | −759−7.4% | Reduced |
| Midwest Professional Planners, LTD. | 9,518 | $891.0K | 0.53% | +1,014+11.9% | Added |
| Regal Investment Advisors LLC | 9,653 | $903.0K | 0.10% | +293+3.1% | Added |
| Focus Financial Network, Inc. | 9,700 | $907.6K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 9,750 | $912.0K | 0.56% | +60+0.6% | Added |
| Boston Private Wealth LLC | 9,760 | $913.0K | 0.01% | +3,436+54.3% | Added |
| Kendall Capital Management | 9,770 | $914.0K | 0.53% | −25−0.3% | Reduced |
| Smithfield Trust Co | 9,766 | $914.0K | 0.07% | +1,314+15.5% | Added |
| Moloney Securities Asset Management, LLC | 9,789 | $916.0K | 0.22% | +655+7.2% | Added |
| Freestone Capital Holdings, LLC | 9,806 | $918.0K | 0.04% | −246−2.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,865 | $923.0K | 0.04% | −255−2.5% | Reduced |
| Integrated Advisors Network LLC | 9,904 | $927.0K | 0.06% | +672+7.3% | Added |
| Lederer & Associates Investment Counsel | 9,961 | $932.0K | 0.79% | −91−0.9% | Reduced |
| Virtu Financial LLC | 9,968 | $933.0K | 0.09% | +9,968 | New |
| Metis Global Partners, LLC | 10,023 | $938.0K | 0.15% | +670+7.2% | Added |
| AXS Investments LLC | 10,031 | $939.0K | 0.37% | −993−9.0% | Reduced |
| Burney Co | 10,030 | $939.0K | 0.05% | +75+0.8% | Added |
| Banque Cantonale Vaudoise | 10,161 | $951.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,178 | $952.0K | 0.09% | −2,953−22.5% | Reduced |
| Poehling Capital Management, LLC | 10,218 | $956.0K | 0.40% | −804−7.3% | Reduced |
| Equitable Holdings, Inc. | 10,277 | $962.0K | 0.02% | −4,931−32.4% | Reduced |
| WCG Wealth Advisors LLC | 9,622 | $968.0K | 0.13% | −310−3.1% | Reduced |
| Gould Capital, LLC | 10,487 | $981.0K | 0.85% | −40−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,522 | $985.0K | 0.06% | −11,738−52.7% | Reduced |
| AdvisorNet Financial, Inc | 10,528 | $985.0K | 0.10% | +247+2.4% | Added |
| Lionsbridge Wealth Management LLC | 10,585 | $990.0K | 1.42% | −50.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 10,600 | $992.0K | 0.28% | +5,300+100.0% | Added |
| Stephens Inc | 10,627 | $994.0K | 0.02% | +2,015+23.4% | Added |
| First Interstate Bank | 10,685 | $1.00M | 0.08% | +2,293+27.3% | Added |
| Verition Fund Management LLC | 10,741 | $1.00M | 0.01% | +4,719+78.4% | Added |
| Meeder Asset Management Inc | 10,762 | $1.01M | 0.06% | +2,359+28.1% | Added |
| Pinnacle Associates Ltd | 10,831 | $1.01M | 0.02% | +1,453+15.5% | Added |
| Maven Securities LTD | 10,871 | $1.02M | 0.05% | +10,871 | New |
| Transamerica Financial Advisors, Inc. | 10,870 | $1.02M | 0.15% | −1,074−9.0% | Reduced |
| Balentine LLC | 10,911 | $1.02M | 0.04% | +2,328+27.1% | Added |
| Column Capital Advisors, LLC | 10,992 | $1.03M | 0.21% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.03M | 0.56% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 11,193 | $1.05M | 0.50% | +138+1.2% | Added |
| Callahan Advisors, LLC | 11,415 | $1.07M | 0.15% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 11,330 | $1.07M | 0.10% | −470−4.0% | Reduced |
| Signaturefd, LLC | 11,658 | $1.09M | 0.04% | +1,675+16.8% | Added |