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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1,652 | $155.0K | 0.04% | +509+44.5% | Added |
| Canada Pension Plan Investment Board | 1,613 | $151.0K | 0.00% | +320+24.7% | Added |
| Group One Trading, L.P. | 1,610 | $151.0K | 0.00% | +904+128.0% | Added |
| O'Dell Group, LLC | 1,608 | $150.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $150.0K | 0.09% | +1,600 | New |
| Sandy Spring Bank | 1,592 | $149.0K | 0.01% | −1,300−45.0% | Reduced |
| Money Concepts Capital Corp | 1,567 | $147.0K | 0.01% | +105+7.2% | Added |
| Bellevue Asset Management, LLC | 1,540 | $146.0K | 0.11% | 00.0% | Unchanged |
| Proequities, Inc. | 1,551 | $145.0K | 0.01% | +454+41.4% | Added |
| State of Wyoming | 1,518 | $143.0K | 0.07% | −3,105−67.2% | Reduced |
| City State Bank | 1,495 | $140.0K | 0.10% | −85−5.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,492 | $139.6K | 0.06% | −17−1.1% | Reduced |
| DuPont Capital Management Corp | 1,469 | $137.0K | 0.01% | −364−19.9% | Reduced |
| Trust Co of Vermont | 1,437 | $134.0K | 0.01% | +125+9.5% | Added |
| Sargent Bickham Lagudis LLC | 1,400 | $131.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,301 | $122.0K | 0.03% | +265+25.6% | Added |
| Oxler Private Wealth LLC | 1,284 | $120.1K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,215 | $114.0K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,222 | $114.0K | 0.12% | +1,222 | New |
| Ronald Blue Trust, Inc. | 1,252 | $112.0K | 0.00% | +238+23.5% | Added |
| Bank of New Hampshire | 1,190 | $111.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,179 | $110.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,130 | $106.0K | 0.03% | −116−9.3% | Reduced |
| JNBA Financial Advisors | 1,114 | $104.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,077 | $101.0K | 0.02% | +80+8.0% | Added |
| International Assets Investment Management, LLC | 1,083 | $101.0K | 0.02% | +1,083 | New |
| TCI Wealth Advisors, Inc. | 1,054 | $99.0K | 0.02% | +3+0.3% | Added |
| WFA Asset Management Corp | 1,050 | $98.2K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,035 | $97.0K | 0.09% | +689+199.1% | Added |
| Atwood & Palmer Inc | 1,000 | $94.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $94.0K | 0.03% | +400+66.7% | Added |
| Arcadia Investment Management Corp | 995 | $93.0K | 0.02% | −500−33.4% | Reduced |
| Evermay Wealth Management LLC | 800 | $75.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 803 | $75.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 796 | $74.0K | 0.01% | +112+16.4% | Added |
| Artemis Wealth Advisors, LLC | 776 | $73.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 784 | $73.0K | 0.01% | +410+109.6% | Added |
| Covestor Ltd | 773 | $72.0K | 0.06% | −54−6.5% | Reduced |
| Pinebridge Investments, L.P. | 766 | $72.0K | 0.00% | +128+20.1% | Added |
| Standard Family Office LLC | 743 | $70.0K | 0.03% | +743 | New |
| West Branch Capital LLC | 730 | $68.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 726 | $68.0K | 0.03% | +726 | New |
| Zions Bancorporation, N.A. | 703 | $66.0K | 0.01% | +150+27.1% | Added |
| Thompson Siegel & Walmsley LLC | 682 | $64.0K | 0.00% | −1−0.1% | Reduced |
| Fred Alger Management, LLC | 660 | $62.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 625 | $58.0K | 0.01% | −275−30.6% | Reduced |
| Piscataqua Savings Bank | 605 | $57.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 608 | $56.0K | 0.01% | −1,036−63.0% | Reduced |
| Global Trust Asset Management, LLC | 600 | $56.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $56.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $55.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 551 | $54.0K | 0.01% | +31+6.0% | Added |
| James Investment Research Inc | 564 | $53.0K | 0.01% | +564 | New |
| Private Ocean, LLC | 558 | $52.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 533 | $50.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 534 | $50.0K | 0.02% | +129+31.9% | Added |
| Eagle Bay Advisors LLC | 514 | $48.0K | 0.03% | −15−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 510 | $48.0K | 0.00% | −11−2.1% | Reduced |
| AllSquare Wealth Management LLC | 491 | $46.0K | 0.03% | +310+171.3% | Added |
| Almanack Investment Partners, LLC. | 452 | $42.0K | 0.01% | +452 | New |
| Hexagon Capital Partners LLC | 427 | $40.0K | 0.01% | +209+95.9% | Added |
| Capital Advisors, Ltd. LLC | 415 | $39.0K | 0.01% | +121+41.2% | Added |
| Cambridge Trust Co | 402 | $38.0K | 0.00% | +125+45.1% | Added |
| Intelligent Financial Strategies | 400 | $37.0K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $37.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 401 | $37.0K | 0.01% | +153+61.7% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $36.0K | 0.02% | −67−14.8% | Reduced |
| McIlrath & Eck, LLC | 385 | $36.0K | 0.01% | +33+9.4% | Added |
| Laurel Wealth Advisors LLC | 368 | $34.0K | 0.01% | −450−55.0% | Reduced |
| Westside Investment Management, Inc. | 351 | $32.0K | 0.00% | −73−17.2% | Reduced |
| KB Financial Partners, LLC | 326 | $31.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 312 | $31.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 316 | $30.0K | 0.03% | −315−49.9% | Reduced |
| Arlington Partners LLC | 315 | $29.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 308 | $29.0K | 0.00% | +114+58.8% | Added |
| Siena Capital LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $28.0K | 0.01% | +89+43.4% | Added |
| Colonial Trust Advisors | 295 | $28.0K | 0.00% | +295 | New |
| Versant Capital Management, Inc | 281 | $26.0K | 0.01% | +3+1.1% | Added |
| Altshuler Shaham Ltd | 260 | $25.0K | 0.00% | −32−11.0% | Reduced |
| JFS Wealth Advisors, LLC | 255 | $24.0K | 0.00% | −292−53.4% | Reduced |
| Earnest Partners LLC | 246 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 249 | $23.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 234 | $22.0K | 0.01% | +4+1.7% | Added |
| NewSquare Capital LLC | 240 | $22.0K | 0.00% | +240 | New |
| GeoWealth Management, LLC | 237 | $22.0K | 0.00% | +237 | New |
| Sound Income Strategies, LLC | 220 | $21.0K | 0.00% | −80−26.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 209 | $20.0K | 0.00% | +209 | New |
| RE Dickinson Investment Advisors, LLC | 214 | $19.0K | 0.02% | +10+4.9% | Added |
| West Oak Capital, LLC | 200 | $19.0K | 0.01% | +200 | New |
| Wolff Wiese Magana LLC | 187 | $18.0K | 0.01% | +78+71.6% | Added |
| Institutional & Family Asset Management, LLC | 163 | $15.0K | 0.00% | +27+19.9% | Added |
| Castleview Partners, LLC | 158 | $15.0K | 0.01% | −42−21.0% | Reduced |
| Cedar Mountain Advisors, LLC | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 124 | $12.0K | 0.01% | −326−72.4% | Reduced |
| Trustcore Financial Services, LLC | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 124 | $12.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 127 | $12.0K | 0.00% | +28+28.3% | Added |