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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 2,859 | $268.0K | 0.02% | −43,818−93.9% | Reduced |
| Tortoise Index Solutions, LLC | 2,856 | $267.0K | 0.05% | −1,138−28.5% | Reduced |
| Ariel Investments, LLC | 2,856 | $267.0K | 0.00% | +360+14.4% | Added |
| CRA Financial Services, LLC | 2,843 | $266.0K | 0.10% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,770 | $259.0K | 0.04% | +2,770 | New |
| WealthPlan Investment Management, LLC | 2,576 | $259.0K | 0.02% | +2,576 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $256.0K | 0.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 2,730 | $255.0K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,728 | $255.0K | 0.06% | +226+9.0% | Added |
| Parsec Financial Management, Inc. | 2,709 | $253.0K | 0.01% | +2,709 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $252.0K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,691 | $251.0K | 0.02% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,675 | $250.0K | 0.13% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,664 | $249.0K | 0.00% | +2,664 | New |
| Sandler Capital Management | 2,650 | $248.0K | 0.05% | +150+6.0% | Added |
| Colonial Trust Co | 2,642 | $247.0K | 0.08% | +2,642 | New |
| Old Port Advisors | 2,446 | $246.0K | 0.10% | −110−4.3% | Reduced |
| Norwood Financial Corp | 2,625 | $246.0K | 0.44% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,610 | $244.0K | 0.24% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,600 | $243.0K | 0.03% | −140,000−98.2% | Reduced |
| West Family Investments, Inc. | 2,600 | $243.0K | 0.10% | −189−6.8% | Reduced |
| Meyer Handelman Co | 2,600 | $243.0K | 0.01% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 2,599 | $243.0K | 0.15% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,582 | $242.0K | 0.12% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,545 | $238.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $238.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,507 | $235.0K | 0.19% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,507 | $235.0K | 0.19% | +2,507 | New |
| Edmond de Rothschild Holding S.A. | 2,500 | $234.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,500 | $233.0K | 0.02% | −5,680−69.4% | Reduced |
| WBH Advisory Inc | 2,486 | $233.0K | 0.03% | 00.0% | Unchanged |
| Grassi Investment Management | 2,475 | $232.0K | 0.03% | −3,925−61.3% | Reduced |
| Epiq Partners, LLC | 2,480 | $232.0K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,397 | $231.0K | 0.02% | +117+5.1% | Added |
| Janney Capital Management LLC | 2,465 | $231.0K | 0.02% | +25+1.0% | Added |
| Carlson Capital Management | 2,462 | $230.0K | 0.02% | +12+0.5% | Added |
| Marcum Wealth, LLC | 2,451 | $229.0K | 0.03% | +9+0.4% | Added |
| Dearborn Partners LLC | 2,443 | $229.0K | 0.01% | +43+1.8% | Added |
| Clear Street Markets LLC | 2,447 | $229.0K | 0.04% | +2,447 | New |
| One Wealth Advisors, LLC | 2,436 | $228.0K | 0.07% | +13+0.5% | Added |
| Geller Advisors LLC | 2,437 | $228.0K | 0.05% | +2,437 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,425 | $227.0K | 0.11% | −30−1.2% | Reduced |
| Global Assets Advisory, LLC | 2,195 | $226.0K | 0.23% | −990−31.1% | Reduced |
| CM Wealth Advisors LLC | 2,410 | $225.5K | 0.12% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,400 | $225.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $225.0K | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,410 | $225.0K | 0.01% | +2,410 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,390 | $224.0K | 0.07% | +100+4.4% | Added |
| Modera Wealth Management, LLC | 2,386 | $223.0K | 0.01% | +16+0.7% | Added |
| Wolverine Trading, LLC | 2,354 | $223.0K | 0.01% | +2,354 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $222.0K | 0.14% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,361 | $221.0K | 0.02% | −1,547−39.6% | Reduced |
| Physicians Financial Services, Inc. | 2,365 | $221.0K | 0.11% | −47−1.9% | Reduced |
| West Coast Financial LLC | 2,363 | $221.0K | 0.04% | +2,363 | New |
| Strategic Wealth Partners, Ltd. | 2,353 | $220.2K | 0.05% | +19+0.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,348 | $220.0K | 0.03% | +420+21.8% | Added |
| Claro Advisors LLC | 2,463 | $219.0K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,325 | $218.0K | 0.03% | +2,325 | New |
| Prime Capital Investment Advisors, LLC | 2,331 | $218.0K | 0.01% | +2,331 | New |
| Holderness Investments Co | 2,305 | $216.0K | 0.10% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 2,303 | $215.0K | 0.17% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,272 | $213.0K | 0.01% | −1,166−33.9% | Reduced |
| Chickasaw Capital Management LLC | 2,274 | $213.0K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,283 | $213.0K | 0.17% | +2,283 | New |
| Aveo Capital Partners, LLC | 2,246 | $210.0K | 0.04% | −3−0.1% | Reduced |
| Horan Securities, Inc. | 2,234 | $209.0K | 0.13% | +127+6.0% | Added |
| Sepio Capital, LP | 2,233 | $209.0K | 0.02% | +2,233 | New |
| Seeyond | 2,225 | $208.0K | 0.03% | −2,309−50.9% | Reduced |
| Fairhaven Wealth Management, LLC | 2,224 | $208.0K | 0.09% | −50−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $206.0K | 0.04% | −1,500−40.5% | Reduced |
| Enlightenment Research, LLC | 2,200 | $206.0K | 0.46% | −300−12.0% | Reduced |
| Steward Financial Group LLC | 2,188 | $204.0K | 0.15% | −913−29.4% | Reduced |
| LCNB Corp | 2,180 | $204.0K | 0.11% | +2,180 | New |
| Tobam | 2,172 | $203.0K | 0.01% | −304−12.3% | Reduced |
| Gradient Investments LLC | 2,173 | $203.0K | 0.01% | −7−0.3% | Reduced |
| Crewe Advisors LLC | 2,168 | $203.0K | 0.04% | +96+4.6% | Added |
| Summit X, LLC | 2,221 | $203.0K | 0.06% | +2,221 | New |
| Childress Capital Advisors, LLC | 2,016 | $203.0K | 0.08% | +2,016 | New |
| Angeles Wealth Management, LLC | 2,170 | $203.0K | 0.04% | +2,170 | New |
| Osterweis Capital Management Inc | 2,160 | $202.0K | 0.02% | +2,160 | New |
| Investment Partners, Ltd. | 2,154 | $202.0K | 0.06% | +2,154 | New |
| Secure Asset Management, LLC | 2,156 | $202.0K | 0.11% | +2,156 | New |
| Everhart Financial Group, Inc. | 2,153 | $202.0K | 0.11% | +2,153 | New |
| Mason Investment Advisory Services, Inc. | 2,155 | $201.6K | 0.02% | +2,155 | New |
| Magnolia Capital Advisors LLC | 2,152 | $201.0K | 0.17% | +2,152 | New |
| Raleigh Capital Management Inc. | 2,134 | $200.0K | 0.12% | +2,134 | New |
| Financial Management Professionals, Inc. | 2,074 | $194.0K | 0.04% | +1,345+184.5% | Added |
| De Burlo Group Inc | 2,063 | $193.0K | 0.05% | +2,063 | New |
| Castleark Management LLC | 2,000 | $187.0K | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 2,000 | $187.0K | 0.00% | +2,000 | New |
| Centiva Capital, LP | 1,987 | $186.0K | 0.01% | −6,862−77.5% | Reduced |
| CKW Financial Group | 1,900 | $178.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,880 | $175.0K | 0.00% | −800−29.9% | Reduced |
| Optimum Investment Advisors | 1,875 | $175.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,839 | $173.0K | 0.06% | +170+10.2% | Added |
| Boit C F David | 1,850 | $173.0K | 0.14% | +1,850 | New |
| Allworth Financial LP | 1,823 | $171.0K | 0.00% | +346+23.4% | Added |
| Washington Trust Advisors, Inc. | 1,817 | $170.0K | 0.02% | +90+5.2% | Added |
| Compagnie Lombard Odier SCmA | 1,780 | $167.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,694 | $158.5K | 0.01% | +187+12.4% | Added |