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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 11,683 | $1.09M | 0.02% | +1,031+9.7% | Added |
| Cetera Investment Advisers | 11,735 | $1.10M | 0.02% | −962−7.6% | Reduced |
| Pitcairn Co | 11,803 | $1.10M | 0.12% | −1,054−8.2% | Reduced |
| Wealthspire Advisors, LLC | 11,825 | $1.11M | 0.02% | −2,285−16.2% | Reduced |
| Toroso Investments, LLC | 11,884 | $1.11M | 0.05% | −60−0.5% | Reduced |
| Duncker Streett & Co Inc | 11,904 | $1.11M | 0.29% | −2,200−15.6% | Reduced |
| Montecito Bank & Trust | 11,923 | $1.12M | 0.29% | +158+1.3% | Added |
| Ritholtz Wealth Management | 11,965 | $1.12M | 0.06% | +11,965 | New |
| Kovack Advisors, Inc. | 11,986 | $1.12M | 0.16% | +9,234+335.5% | Added |
| Barbara Oil Co. | 12,000 | $1.12M | 0.62% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,997 | $1.12M | 0.61% | +570+5.0% | Added |
| Alps Advisors Inc | 12,031 | $1.13M | 0.01% | −2,285−16.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,077 | $1.13M | 0.41% | +10.0% | Added |
| Seelaus Asset Management LLC | 12,230 | $1.14M | 0.91% | +4,420+56.6% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.15M | 0.20% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12,335 | $1.15M | 0.14% | −405−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 12,500 | $1.17M | 0.01% | −1,850−12.9% | Reduced |
| Ifrah Financial Services, Inc. | 12,541 | $1.17M | 0.40% | −97−0.8% | Reduced |
| Veriti Management LLC | 12,638 | $1.18M | 0.17% | −488−3.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,675 | $1.19M | 0.06% | +5,072+66.7% | Added |
| Atria Wealth Solutions, Inc. | 12,842 | $1.20M | 0.02% | +12,842 | New |
| Jackson Hole Capital Partners, LLC | 12,867 | $1.20M | 0.37% | +753+6.2% | Added |
| Prudential PLC | 12,924 | $1.21M | 0.02% | +1,686+15.0% | Added |
| Colony Group LLC | 12,964 | $1.21M | 0.02% | +2,064+18.9% | Added |
| Blackstone Group Inc. | 12,979 | $1.21M | 0.00% | −11,109−46.1% | Reduced |
| E Fund Management Co., Ltd. | 12,977 | $1.21M | 0.11% | +672+5.5% | Added |
| Harbor Investment Advisory, LLC | 13,033 | $1.22M | 0.20% | +510+4.1% | Added |
| Moody National Bank Trust Division | 13,089 | $1.23M | 0.13% | +468+3.7% | Added |
| Main Street Financial Solutions, LLC | 12,902 | $1.23M | 0.20% | −103,439−88.9% | Reduced |
| Bray Capital Advisors | 13,155 | $1.23M | 0.39% | +74+0.6% | Added |
| CAPROCK Group, Inc. | 13,173 | $1.23M | 0.12% | −50.0% | Reduced |
| Independence Bank of Kentucky | 13,290 | $1.24M | 0.61% | +35+0.3% | Added |
| Scotia Capital Inc. | 13,305 | $1.25M | 0.01% | −14,791−52.6% | Reduced |
| AdvisorShares Investments LLC | 13,307 | $1.25M | 0.34% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 13,305 | $1.25M | 0.09% | +13,305 | New |
| Abundance Wealth Counselors | 13,379 | $1.25M | 0.36% | +23+0.2% | Added |
| Malaga Cove Capital, LLC | 13,379 | $1.25M | 0.71% | +1,080+8.8% | Added |
| Fayez Sarofim & Co | 13,444 | $1.26M | 0.00% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 13,460 | $1.26M | 0.26% | +160+1.2% | Added |
| Horizon Investments, LLC | 13,529 | $1.27M | 0.04% | +8,545+171.4% | Added |
| Redpoint Investment Management Pty Ltd | 13,585 | $1.27M | 0.19% | −1,238−8.4% | Reduced |
| Tiaa, FSB | 13,933 | $1.30M | 0.01% | −2,645−16.0% | Reduced |
| Empirical Finance, LLC | 14,118 | $1.32M | 0.16% | +2,423+20.7% | Added |
| MTM Investment Management, LLC | 14,171 | $1.33M | 0.75% | +513+3.8% | Added |
| Fairbanks Capital Management, Inc. | 14,223 | $1.33M | 1.24% | +626+4.6% | Added |
| American Century Companies Inc | 14,336 | $1.34M | 0.00% | +3,010+26.6% | Added |
| Vestcor Inc | 14,470 | $1.35M | 0.05% | +51+0.4% | Added |
| Jones Financial Companies LLLP | 14,775 | $1.38M | 0.00% | −1,112−7.0% | Reduced |
| Brown Brothers Harriman & Co | 14,777 | $1.38M | 0.01% | −1,628−9.9% | Reduced |
| Waycross Partners, LLC | 14,800 | $1.39M | 0.93% | +2,300+18.4% | Added |
| Ruffer LLP | 14,000 | $1.39M | 0.09% | −11,000−44.0% | Reduced |
| CWM, LLC | 14,984 | $1.40M | 0.01% | +3,680+32.6% | Added |
| Howland Capital Management LLC | 15,072 | $1.41M | 0.09% | +1,387+10.1% | Added |
| Veritable, L.P. | 15,078 | $1.41M | 0.03% | +250+1.7% | Added |
| Pathstone Family Office, LLC | 15,073 | $1.41M | 0.03% | +2,032+15.6% | Added |
| Summit Financial Group Inc | 15,165 | $1.42M | 0.59% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,221 | $1.42M | 0.08% | +140+0.9% | Added |
| Prelude Capital Management, LLC | 15,373 | $1.44M | 0.07% | −31,692−67.3% | Reduced |
| Siemens Fonds Invest GmbH | 15,546 | $1.46M | 0.17% | −238−1.5% | Reduced |
| Cunning Capital Partners, LP | 15,575 | $1.46M | 1.15% | 00.0% | Unchanged |
| South Dakota Investment Council | 15,639 | $1.46M | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 15,749 | $1.47M | 0.09% | −764−4.6% | Reduced |
| Palisade Asset Management, LLC | 15,952 | $1.49M | 0.20% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 15,977 | $1.50M | 0.10% | −54−0.3% | Reduced |
| North Star Investment Management Corp. | 16,000 | $1.50M | 0.15% | 00.0% | Unchanged |
| Guardian Capital LP | 16,040 | $1.50M | 0.05% | −3,660−18.6% | Reduced |
| GWM Advisors LLC | 16,070 | $1.50M | 0.02% | +4,632+40.5% | Added |
| Jacobi Capital Management LLC | 16,257 | $1.52M | 0.21% | +931+6.1% | Added |
| AGF Investments LLC | 16,307 | $1.53M | 0.14% | +6,446+65.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 16,384 | $1.53M | 0.54% | −19,376−54.2% | Reduced |
| Credential Qtrade Securities Inc. | 16,464 | $1.54M | 0.12% | −296−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,500 | $1.54M | 0.03% | +133+0.8% | Added |
| LaFleur & Godfrey LLC | 16,590 | $1.55M | 0.28% | +915+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 16,597 | $1.55M | 0.03% | −3,668−18.1% | Reduced |
| Keeler Thomas Management LLC | 16,622 | $1.55M | 0.79% | +841+5.3% | Added |
| Vontobel Holding Ltd. | 16,515 | $1.57M | 0.02% | −8,630−34.3% | Reduced |
| New York Life Investments Alternatives | 16,741 | $1.57M | 1.57% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,797 | $1.57M | 0.08% | −17−0.1% | Reduced |
| HB Wealth Management, LLC | 16,853 | $1.58M | 0.03% | +1,143+7.3% | Added |
| Gyroscope Capital Management Group, LLC | 16,940 | $1.58M | 0.61% | +768+4.7% | Added |
| Wetherby Asset Management Inc | 16,976 | $1.59M | 0.11% | +2,563+17.8% | Added |
| Robbins Farley LLC | 16,988 | $1.59M | 1.31% | +92+0.5% | Added |
| Wolf Group Capital Advisors | 17,004 | $1.59M | 0.87% | −118−0.7% | Reduced |
| Birch Capital Management, LLC | 17,107 | $1.60M | 1.21% | +402+2.4% | Added |
| Umb Bank N A | 17,143 | $1.60M | 0.03% | −2,475−12.6% | Reduced |
| Two Sigma Advisers, LP | 17,200 | $1.61M | 0.00% | +17,200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,469 | $1.63M | 0.20% | −6,300−26.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 17,562 | $1.64M | 0.10% | −960−5.2% | Reduced |
| Howe & Rusling Inc | 17,765 | $1.66M | 0.22% | −462−2.5% | Reduced |
| Chicago Trust Co NA | 17,806 | $1.67M | 0.43% | +1,224+7.4% | Added |
| NFJ Investment Group, LLC | 19,450 | $1.73M | 0.05% | +7,778+66.6% | Added |
| WESCAP Management Group, Inc. | 18,730 | $1.75M | 0.67% | −541−2.8% | Reduced |
| Davenport & Co LLC | 19,090 | $1.79M | 0.02% | +970+5.4% | Added |
| Ellenbecker Investment Group | 19,152 | $1.79M | 0.57% | +860+4.7% | Added |
| Altrafin AG | 19,200 | $1.80M | 1.08% | −3,080−13.8% | Reduced |
| Berger Financial Group, Inc | 19,228 | $1.80M | 0.26% | −267−1.4% | Reduced |
| Palouse Capital Management, Inc. | 19,397 | $1.81M | 1.03% | −1,005−4.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,393 | $1.81M | 0.09% | −13−0.1% | Reduced |
| Jefferies Group LLC | 19,566 | $1.83M | 0.05% | +16,271+493.8% | Added |
| Leonteq Securities AG | 19,631 | $1.84M | 0.10% | −10,191−34.2% | Reduced |