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 |
|---|---|---|---|---|---|
| Gamble Jones Investment Counsel | 19,702 | $1.84M | 0.15% | −250−1.3% | Reduced |
| Hall Laurie J Trustee | 20,065 | $1.88M | 0.92% | −50−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 20,070 | $1.88M | 0.11% | +40.0% | Added |
| Dillon & Associates Inc | 20,130 | $1.89M | 0.44% | +20,130 | New |
| Buttonwood Financial Advisors Inc. | 20,025 | $1.92M | 1.73% | −94−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,565 | $1.92M | 0.04% | +6,358+44.8% | Added |
| Cary Street Partners Asset Management LLC | 20,592 | $1.93M | 0.46% | +1,260+6.5% | Added |
| Albert D Mason Inc | 20,600 | $1.93M | 1.55% | −16−0.1% | Reduced |
| Campbell Newman Asset Management Inc | 20,686 | $1.94M | 0.22% | −14−0.1% | Reduced |
| Capital Analysts, LLC | 20,848 | $1.95M | 0.13% | −125−0.6% | Reduced |
| Jacobsen Capital Management | 20,887 | $1.95M | 1.12% | −998−4.6% | Reduced |
| Pacer Advisors, Inc. | 20,913 | $1.96M | 0.01% | +890+4.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,962 | $1.96M | 0.04% | −13,328−38.9% | Reduced |
| Ieq Capital, LLC | 21,044 | $1.97M | 0.05% | +7,167+51.6% | Added |
| AlphaCrest Capital Management LLC | 21,053 | $1.97M | 0.12% | −73,545−77.7% | Reduced |
| Private Advisor Group, LLC | 21,153 | $1.98M | 0.02% | −3,408−13.9% | Reduced |
| Everence Capital Management Inc | 21,366 | $2.00M | 0.18% | +2,740+14.7% | Added |
| Benchmark Investment Advisors LLC | 21,515 | $2.01M | 2.17% | +1,825+9.3% | Added |
| Advisory Services Network, LLC | 21,585 | $2.02M | 0.07% | −127−0.6% | Reduced |
| Community Capital Management, Inc. | 21,600 | $2.02M | 2.65% | 00.0% | Unchanged |
| Regent Investment Management LLC | 21,598 | $2.02M | 0.59% | +675+3.2% | Added |
| Cetera Advisor Networks LLC | 21,616 | $2.02M | 0.03% | −4,834−18.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 21,660 | $2.03M | 0.50% | −50−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 22,088 | $2.07M | 0.09% | +516+2.4% | Added |
| Argyle Capital Management Inc. | 22,106 | $2.07M | 0.81% | +27+0.1% | Added |
| Carmel Capital Management L.L.C. | 22,315 | $2.09M | 1.36% | +2,150+10.7% | Added |
| True North Advisors, LLC | 22,502 | $2.10M | 0.69% | +20.0% | Added |
| Trinity Financial Advisors LLC | 22,498 | $2.10M | 1.53% | +548+2.5% | Added |
| Glenmede Trust Co NA | 22,512 | $2.10M | 0.01% | +947+4.4% | Added |
| Dowling & Yahnke LLC | 22,852 | $2.14M | 0.10% | +769+3.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,921 | $2.15M | 0.20% | +3,045+15.3% | Added |
| First Citizens Bank & Trust Co | 23,140 | $2.17M | 0.07% | −7,998−25.7% | Reduced |
| Moors & Cabot, Inc. | 23,245 | $2.17M | 0.17% | −174−0.7% | Reduced |
| Wisconsin Capital Management LLC | 23,323 | $2.18M | 1.71% | −3,625−13.5% | Reduced |
| Okabena Investment Services Inc | 23,494 | $2.20M | 1.06% | +1,034+4.6% | Added |
| Trust Co of Oklahoma | 23,498 | $2.20M | 1.11% | −761−3.1% | Reduced |
| United Services Automobile Association | 23,578 | $2.21M | 0.06% | +1,822+8.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,756 | $2.22M | 0.06% | +506+2.2% | Added |
| Eads & Heald Wealth Management | 24,113 | $2.26M | 1.28% | +314+1.3% | Added |
| Credit Agricole S A | 24,200 | $2.26M | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 24,389 | $2.28M | 0.70% | +100.0% | Added |
| Robinson Value Management, Ltd. | 24,514 | $2.29M | 2.29% | +24,514 | New |
| EagleClaw Capital Managment, LLC | 24,710 | $2.31M | 0.65% | +850+3.6% | Added |
| Anderson Hoagland & Co | 24,767 | $2.32M | 0.37% | +77+0.3% | Added |
| Carderock Capital Management Inc | 24,758 | $2.32M | 1.18% | −637−2.5% | Reduced |
| JustInvest LLC | 24,816 | $2.32M | 0.11% | +5,760+30.2% | Added |
| Advisor Partners II, LLC | 24,969 | $2.34M | 0.18% | +24,969 | New |
| Marietta Investment Partners LLC | 24,915 | $2.35M | 0.70% | −627−2.5% | Reduced |
| Harvey Capital Management Inc | 25,200 | $2.36M | 1.02% | 00.0% | Unchanged |
| Bokf, NA | 25,250 | $2.36M | 0.05% | −3,846−13.2% | Reduced |
| Northwest & Ethical Investments L.P. | 25,336 | $2.37M | 0.10% | −1,177−4.4% | Reduced |
| Agate Pass Investment Management, LLC | 25,366 | $2.37M | 1.81% | +1,055+4.3% | Added |
| Walleye Capital LLC | 25,464 | $2.38M | 0.05% | +25,464 | New |
| Marshall Wace, LLP | 25,808 | $2.42M | 0.01% | −36,826−58.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,911 | $2.42M | 0.05% | −12,858−33.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,143 | $2.45M | 0.20% | +2,090+8.7% | Added |
| Copperwynd Financial, LLC | 26,177 | $2.45M | 1.41% | +20,131+333.0% | Added |
| We Are One Seven, LLC | 17,493 | $2.45M | 0.23% | +2,578+17.3% | Added |
| Dempze Nancy E | 26,364 | $2.47M | 2.63% | +625+2.4% | Added |
| Mercer Global Advisors Inc | 26,425 | $2.47M | 0.01% | −2,134−7.5% | Reduced |
| Fiera Capital Corp | 26,545 | $2.48M | 0.01% | +17,300+187.1% | Added |
| Peddock Capital Advisors, LLC | 26,558 | $2.48M | 1.02% | +100+0.4% | Added |
| Boenning & Scattergood, Inc. | 26,602 | $2.49M | 0.51% | −100−0.4% | Reduced |
| Baldwin Investment Management, LLC | 26,856 | $2.51M | 0.97% | −1,250−4.4% | Reduced |
| Crescent Grove Advisors, LLC | 26,890 | $2.52M | 0.29% | −9,050−25.2% | Reduced |
| Capital City Trust Co | 27,132 | $2.54M | 0.89% | +362+1.4% | Added |
| Indiana Trust & Investment Management CO | 27,161 | $2.54M | 1.54% | −151−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 27,510 | $2.57M | 1.50% | −350−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,643 | $2.59M | 0.34% | +838+3.1% | Added |
| BKD Wealth Advisors, LLC | 27,783 | $2.60M | 0.10% | +5,162+22.8% | Added |
| Triad Investment Management | 27,830 | $2.60M | 4.52% | −585−2.1% | Reduced |
| Barry Investment Advisors, LLC | 27,962 | $2.62M | 0.90% | −5,090−15.4% | Reduced |
| Ensign Peak Advisors, Inc | 27,999 | $2.62M | 0.01% | +8,450+43.2% | Added |
| FORA Capital, LLC | 28,087 | $2.63M | 0.50% | +28,087 | New |
| Wealthfront Advisers LLC | 28,242 | $2.64M | 0.01% | +8,707+44.6% | Added |
| Clayton Partners LLC | 28,256 | $2.64M | 3.08% | +46+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 28,260 | $2.64M | 0.35% | +15,765+126.2% | Added |
| Great Valley Advisor Group, Inc. | 28,284 | $2.65M | 0.15% | +1,629+6.1% | Added |
| Fiduciary Trust Co | 28,293 | $2.65M | 0.06% | +1,175+4.3% | Added |
| Allstate Corp | 28,504 | $2.67M | 0.08% | +1,906+7.2% | Added |
| Close Asset Management Ltd | 28,703 | $2.69M | 0.15% | +3,388+13.4% | Added |
| Corient Capital Partners, LLC | 30,451 | $2.71M | 0.21% | +1,672+5.8% | Added |
| Vestmark Advisory Solutions, Inc. | 29,028 | $2.72M | 0.15% | +1,032+3.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,051 | $2.72M | 0.22% | −358−1.2% | Reduced |
| Accurate Wealth Management, LLC | 28,391 | $2.76M | 1.15% | +28,391 | New |
| First Horizon Advisors, Inc. | 29,522 | $2.76M | 0.11% | −546−1.8% | Reduced |
| Horan Capital Advisors, LLC. | 29,569 | $2.77M | 1.34% | +771+2.7% | Added |
| Jag Capital Management, LLC | 29,652 | $2.77M | 0.39% | +140.0% | Added |
| Anchor Investment Management, LLC | 29,712 | $2.78M | 0.43% | −2,365−7.4% | Reduced |
| New Mexico Educational Retirement Board | 29,716 | $2.78M | 0.15% | −3,200−9.7% | Reduced |
| Gilman Hill Asset Management, LLC | 30,091 | $2.82M | 0.66% | +2,450+8.9% | Added |
| Ami Investment Management Inc | 30,102 | $2.82M | 1.64% | +935+3.2% | Added |
| Man Group plc | 30,178 | $2.83M | 0.01% | – | – |
| BancorpSouth Bank | 30,286 | $2.83M | 0.29% | +14,225+88.6% | Added |
| TownSquare Capital, LLC | 30,307 | $2.83M | 0.08% | −2,571−7.8% | Reduced |
| South State Corp. | 30,325 | $2.84M | 0.28% | +376+1.3% | Added |
| Captrust Financial Advisors | 30,333 | $2.84M | 0.02% | +9,304+44.2% | Added |
| Page Arthur B | 30,686 | $2.87M | 3.00% | −723−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 30,696 | $2.87M | 0.02% | −5,332−14.8% | Reduced |
| Madison Wealth Management | 31,097 | $2.91M | 0.72% | +2,865+10.1% | Added |