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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 4,124 | $385.0K | 0.01% | +338+8.9% | Added |
| 9258 Wealth Management, LLC | 4,088 | $383.0K | 0.10% | −341−7.7% | Reduced |
| Intellectus Partners, LLC | 4,095 | $383.0K | 0.14% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,082 | $382.0K | 0.07% | +178+4.6% | Added |
| Lafayette Investments, Inc. | 4,074 | $381.0K | 0.12% | −1,050−20.5% | Reduced |
| Wambolt & Associates, LLC | 4,057 | $380.0K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,057 | $379.6K | 0.10% | +89+2.2% | Added |
| Pendal Group Limited | 4,055 | $379.0K | 0.00% | −246−5.7% | Reduced |
| Becker Capital Management Inc | 4,023 | $376.0K | 0.02% | −10−0.2% | Reduced |
| Salem Investment Counselors Inc | 3,998 | $374.0K | 0.02% | −5,934−59.7% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $374.0K | 0.02% | −76−1.9% | Reduced |
| Vista Capital Partners, Inc. | 4,000 | $374.0K | 0.06% | −12−0.3% | Reduced |
| RBF Capital, LLC | 4,000 | $374.0K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 4,000 | $374.0K | 0.02% | +4,000 | New |
| Girard Partners Ltd. | 3,989 | $373.0K | 0.05% | +92+2.4% | Added |
| Exencial Wealth Advisors, LLC | 3,987 | $373.0K | 0.02% | +98+2.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $372.1K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,974 | $372.0K | 0.04% | +964+32.0% | Added |
| Capital Investment Advisors, LLC | 3,918 | $367.0K | 0.01% | −91−2.3% | Reduced |
| Madrona Financial Services, LLC | 3,860 | $361.0K | 0.22% | −42−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 3,840 | $360.0K | 0.00% | +3,840 | New |
| NorthRock Partners, LLC | 3,842 | $359.0K | 0.04% | +3,842 | New |
| Belpointe Asset Management LLC | 3,811 | $356.0K | 0.02% | +63+1.7% | Added |
| Heritage Wealth Advisors | 3,800 | $355.6K | 0.03% | +3,000+375.0% | Added |
| Flagship Harbor Advisors, LLC | 3,776 | $353.0K | 0.04% | −275−6.8% | Reduced |
| Stephenson National Bank & Trust | 3,777 | $353.0K | 0.25% | +114+3.1% | Added |
| Silphium Asset Management Ltd | 3,750 | $350.9K | 0.32% | +1,000+36.4% | Added |
| Cooper Financial Group | 3,743 | $350.0K | 0.13% | +310+9.0% | Added |
| Ellevest, Inc. | 3,705 | $347.0K | 0.03% | +661+21.7% | Added |
| Wealth Alliance | 3,676 | $344.0K | 0.07% | +238+6.9% | Added |
| Long Run Wealth Advisors, LLC | 3,667 | $343.0K | 0.14% | +3,667 | New |
| BOK Financial Private Wealth, Inc. | 3,640 | $341.0K | 0.03% | +3,640 | New |
| Financial Planning & Information Services, Inc. | 3,637 | $340.0K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,377 | $338.0K | 0.01% | +3,377 | New |
| Semmax Financial Advisors Inc. | 3,482 | $336.0K | 0.14% | −196−5.3% | Reduced |
| YHB Investment Advisors, Inc. | 3,594 | $336.0K | 0.04% | −60−1.6% | Reduced |
| Bellwether Advisors, LLC | 3,580 | $334.0K | 0.11% | +3,559+16,947.6% | Added |
| MMBG Investment Advisors Co. | 3,560 | $333.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,540 | $331.0K | 0.04% | −23−0.6% | Reduced |
| Keystone Financial Services | 3,303 | $327.0K | 0.19% | +425+14.8% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $326.0K | 0.03% | −30−0.9% | Reduced |
| Grandfield & Dodd, LLC | 3,466 | $320.0K | 0.03% | −115−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,405 | $319.0K | 0.02% | +17+0.5% | Added |
| Boston Financial Mangement LLC | 3,399 | $318.0K | 0.01% | −200−5.6% | Reduced |
| Personal Capital Advisors Corp | 3,400 | $318.0K | 0.00% | +566+20.0% | Added |
| Moneta Group Investment Advisors LLC | 3,377 | $316.0K | 0.01% | −624−15.6% | Reduced |
| WMS Partners, LLC | 3,382 | $316.0K | 0.04% | −77−2.2% | Reduced |
| Naples Global Advisors, LLC | 3,377 | $316.0K | 0.04% | +3,377 | New |
| Pegasus Partners Ltd. | 3,365 | $315.0K | 0.06% | +233+7.4% | Added |
| Old Mission Capital LLC | 3,357 | $314.0K | 0.01% | +3,357 | New |
| Old National Bancorp | 3,345 | $313.0K | 0.01% | +506+17.8% | Added |
| MUFG Securities EMEA plc | 3,331 | $312.0K | 0.01% | −7,970−70.5% | Reduced |
| Centaurus Financial, Inc. | 3,319 | $311.0K | 0.03% | +1,091+49.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,310 | $310.0K | 0.08% | +880+36.2% | Added |
| Monetary Management Group Inc | 3,300 | $309.0K | 0.10% | −1,000−23.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,283 | $307.0K | 0.04% | −65−1.9% | Reduced |
| Cowa, LLC | 3,286 | $307.0K | 0.20% | +527+19.1% | Added |
| Ground Swell Capital, LLC | 3,272 | $306.0K | 0.87% | −4,214−56.3% | Reduced |
| Apeiron RIA LLC | 3,208 | $306.0K | 0.14% | +3,208 | New |
| Beacon Financial Group | 3,217 | $305.0K | 0.05% | −14−0.4% | Reduced |
| Parallel Advisors, LLC | 3,246 | $304.0K | 0.01% | +745+29.8% | Added |
| JGP Wealth Management, LLC | 3,048 | $301.0K | 0.06% | +91+3.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,206 | $300.0K | 0.02% | +58+1.8% | Added |
| Axxcess Wealth Management, LLC | 3,202 | $300.0K | 0.03% | +3,202 | New |
| Marotta Asset Management | 3,200 | $299.4K | 0.08% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,201 | $299.0K | 0.05% | +59+1.9% | Added |
| Coastal Investment Advisors, Inc. | 3,184 | $298.0K | 0.08% | −408−11.4% | Reduced |
| Provident Trust Co | 3,184 | $298.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,193 | $298.0K | 0.00% | +977+44.1% | Added |
| Essex Financial Services, Inc. | 3,172 | $297.0K | 0.04% | +90+2.9% | Added |
| Kestra Private Wealth Services, LLC | 3,179 | $297.0K | 0.02% | +325+11.4% | Added |
| Forte Capital LLC | 3,163 | $296.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,145 | $294.3K | 0.03% | −1,410−31.0% | Reduced |
| Wunderlich Capital Managemnt | 3,133 | $293.0K | 0.19% | −21−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,100 | $292.3K | 0.00% | −1,062−25.5% | Reduced |
| Penserra Capital Management LLC | 3,131 | $292.0K | 0.01% | +80+2.6% | Added |
| Arete Wealth Advisors, LLC | 3,121 | $292.0K | 0.03% | +591+23.4% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $291.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $291.0K | 0.23% | +3,110 | New |
| Townsend & Associates, Inc | 2,944 | $290.0K | 0.13% | +155+5.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $289.0K | 0.04% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $288.0K | 0.00% | −405−11.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,056 | $286.0K | 0.06% | +447+17.1% | Added |
| Exchange Traded Concepts, LLC | 3,013 | $282.0K | 0.01% | −224−6.9% | Reduced |
| Stokes Family Office, LLC | 3,015 | $282.0K | 0.04% | +275+10.0% | Added |
| Atlantic Trust, LLC | 3,018 | $282.0K | 0.10% | +3,018 | New |
| Waypoint Capital Advisors, LLC | 3,000 | $281.0K | 0.12% | −599−16.6% | Reduced |
| Gateway Investment Advisers LLC | 3,005 | $281.0K | 0.00% | −348−10.4% | Reduced |
| Cito Capital Group, LLC | 3,000 | $281.0K | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,997 | $280.0K | 0.02% | +8+0.3% | Added |
| Silver Oak Securities, Inc | 2,458 | $277.7K | 0.06% | +2,458 | New |
| K.J. Harrison & Partners Inc | 2,945 | $276.0K | 0.10% | +2,945 | New |
| Meridian Wealth Management, LLC | 2,935 | $275.0K | 0.03% | −2,433−45.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,938 | $275.0K | 0.01% | −336−10.3% | Reduced |
| Schmidt P J Investment Management Inc | 2,832 | $274.0K | 0.07% | −150−5.0% | Reduced |
| MONECO Advisors, LLC | 2,908 | $272.0K | 0.11% | −8−0.3% | Reduced |
| Wade G W & Inc | 2,900 | $271.0K | 0.01% | −21,267−88.0% | Reduced |
| Intact Investment Management Inc. | 2,900 | $271.0K | 0.01% | +2,900 | New |
| CVA Family Office, LLC | 2,890 | $270.0K | 0.07% | +1,255+76.8% | Added |
| Ingalls & Snyder LLC | 2,870 | $269.0K | 0.02% | 00.0% | Unchanged |