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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 5,994 | $561.0K | 0.02% | +27+0.5% | Added |
| Yarbrough Capital, LLC | 5,965 | $558.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Cresset Asset Management, LLC | 5,941 | $556.0K | 0.01% | +85+1.5% | Added |
| Parsons Capital Management Inc | 5,926 | $554.0K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,893 | $551.0K | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 5,857 | $548.0K | 0.00% | +5,857 | New |
| City Holding Co | 5,847 | $547.0K | 0.11% | −716−10.9% | Reduced |
| Bank of Stockton | 5,809 | $544.0K | 0.21% | −115−1.9% | Reduced |
| Aspire Private Capital, LLC | 5,803 | $543.0K | 0.21% | +5,685+4,817.8% | Added |
| Chase Investment Counsel Corp | 5,795 | $542.0K | 0.34% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,600 | $534.0K | 0.26% | +183+3.4% | Added |
| Orion Portfolio Solutions, LLC | 5,687 | $532.0K | 0.02% | +519+10.0% | Added |
| 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 |
| Epic Trust Investment Advisors, LLC | 5,647 | $528.0K | 0.73% | +5,647 | New |
| LVM Capital Management Ltd | 5,635 | $527.0K | 0.08% | −50−0.9% | Reduced |
| 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 |
| Transcend Wealth Collective, LLC | 5,612 | $525.0K | 0.06% | +87+1.6% | Added |
| Copperleaf Capital, LLC | 5,524 | $517.0K | 0.56% | +1,624+41.6% | Added |
| Fairfield, Bush & Co. | 5,490 | $514.0K | 0.36% | −1,150−17.3% | Reduced |
| Hilltop Holdings Inc. | 5,472 | $512.0K | 0.07% | −195−3.4% | Reduced |
| NBT Bank N A | 5,418 | $507.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 5,396 | $505.0K | 0.02% | −329−5.7% | Reduced |
| United Community Bank | 5,376 | $503.0K | 0.53% | +389+7.8% | Added |
| Retirement Planning Co of New England, Inc. | 5,352 | $500.0K | 0.36% | −540−9.2% | Reduced |
| Federated Hermes, Inc. | 5,242 | $490.0K | 0.00% | +1,307+33.2% | Added |
| Savant Capital, LLC | 5,216 | $488.0K | 0.02% | −440−7.8% | Reduced |
| Bridge Advisory, LLC | 5,200 | $487.0K | 0.24% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,146 | $481.0K | 0.02% | +1,360+35.9% | Added |
| Forbes J M & Co LLP | 5,096 | $477.0K | 0.07% | −29−0.6% | 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 |
| Eqis Capital Management, Inc. | 5,041 | $471.7K | 0.05% | −39−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 5,013 | $469.0K | 0.03% | −16,096−76.3% | Reduced |
| Lynch Asset Management, Inc. | 5,000 | $467.0K | 0.42% | −5,000−50.0% | Reduced |
| Tributary Capital Management, LLC | 4,950 | $463.0K | 0.05% | +4,950 | New |
| Roberts Glore & Co Inc | 4,936 | $462.0K | 0.17% | −250−4.8% | Reduced |
| Optas, LLC | 4,925 | $461.0K | 0.20% | +333+7.3% | 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 |
| 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 |
| Independent Advisor Alliance | 4,882 | $457.0K | 0.03% | +10.0% | Added |
| 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 |
| Waldron Private Wealth LLC | 4,872 | $455.0K | 0.03% | −135−2.7% | Reduced |
| Mystic Asset Management, Inc. | 4,811 | $450.0K | 0.29% | +45+0.9% | Added |
| 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 |
| 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 |
| MAI Capital Management | 4,741 | $444.0K | 0.01% | +1,148+32.0% | Added |
| Knights of Columbus Asset Advisors LLC | 4,738 | $443.0K | 0.05% | +4,738 | New |
| Caldwell Trust Co | 4,725 | $442.1K | 0.07% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 4,705 | $440.0K | 0.00% | −94−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,671 | $437.0K | 0.05% | +44+1.0% | Added |
| 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 |
| 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 |
| Boston Family Office LLC | 4,575 | $428.0K | 0.04% | −564−11.0% | Reduced |
| Apollon Wealth Management, LLC | 4,508 | $422.0K | 0.03% | +615+15.8% | 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 |
| Park Avenue Securities LLC | 4,474 | $419.0K | 0.01% | +163+3.8% | Added |
| Quadrant Capital Group LLC | 4,468 | $418.0K | 0.06% | +626+16.3% | 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 |
| Western Wealth Management, LLC | 4,416 | $411.0K | 0.02% | +571+14.9% | Added |
| 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 |
| Legacy Wealth Management, LLC | 4,371 | $409.0K | 0.28% | +4,371 | New |
| Crumly & Associates Inc. | 4,358 | $408.0K | 0.17% | +26+0.6% | Added |
| Tiemann Investment Advisors, LLC | 4,350 | $407.0K | 0.26% | +65+1.5% | Added |
| Lindbrook Capital, LLC | 4,336 | $406.0K | 0.07% | +165+4.0% | Added |
| Evergreen Capital Management LLC | 4,324 | $405.0K | 0.02% | +566+15.1% | Added |
| Opal Wealth Advisors, LLC | 4,313 | $404.0K | 0.29% | +89+2.1% | Added |
| ERn Financial, LLC | 4,302 | $403.0K | 0.10% | −36−0.8% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $402.0K | 0.12% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,289 | $401.0K | 0.07% | +236+5.8% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $400.0K | 0.10% | 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 |
| 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 |
| 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 |
| Hoylecohen, LLC | 4,215 | $394.0K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 4,180 | $391.1K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,159 | $389.0K | 0.06% | +908+27.9% | 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 |
| Bartlett & Co. LLC | 4,125 | $386.0K | 0.01% | +11+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 4,125 | $386.0K | 0.01% | +11+0.3% | Added |