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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 36,955 | $3.79M | 0.04% | −1,138−3.0% | Reduced |
| Timber Creek Capital Management LLC | 40,093 | $3.75M | 1.49% | −21,684−35.1% | Reduced |
| Verdence Capital Advisors LLC | 39,738 | $3.72M | 0.51% | −151−0.4% | Reduced |
| Heritage Trust Co | 39,355 | $3.68M | 0.64% | +6,146+18.5% | Added |
| Reynders McVeigh Capital Management, LLC | 39,262 | $3.67M | 0.29% | −492−1.2% | Reduced |
| AE Wealth Management LLC | 38,554 | $3.61M | 0.03% | +10,564+37.7% | Added |
| Thomas Story & Son LLC | 38,475 | $3.60M | 1.89% | −2,625−6.4% | Reduced |
| Panagora Asset Management Inc | 38,389 | $3.59M | 0.02% | +8,748+29.5% | Added |
| Metropolitan Life Insurance Co | 38,077 | $3.56M | 0.17% | +3,039+8.7% | Added |
| Selway Asset Management | 37,969 | $3.55M | 2.07% | −481−1.3% | Reduced |
| Keel Point, LLC | 37,959 | $3.55M | 0.61% | −3,930−9.4% | Reduced |
| M. Kraus & Co | 37,963 | $3.55M | 1.49% | −770−2.0% | Reduced |
| CenterBook Partners LP | 37,748 | $3.53M | 0.68% | −252−0.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 37,704 | $3.53M | 2.10% | +690+1.9% | Added |
| Geneos Wealth Management Inc. | 37,588 | $3.52M | 0.24% | +70+0.2% | Added |
| KLCM Advisors, Inc. | 37,550 | $3.51M | 0.83% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 37,382 | $3.50M | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 37,031 | $3.46M | 0.10% | −85,144−69.7% | Reduced |
| Putnam Investments LLC | 36,812 | $3.44M | 0.01% | +34,444+1,454.6% | Added |
| Capstone Investment Advisors, LLC | 36,642 | $3.43M | 0.07% | +1,891+5.4% | Added |
| Argent Trust Co | 36,352 | $3.40M | 0.25% | −726−2.0% | Reduced |
| Freemont Management S.A. | 35,800 | $3.35M | 0.61% | −900−2.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 35,630 | $3.33M | 0.38% | −2,988−7.7% | Reduced |
| Gabelli Funds LLC | 35,320 | $3.31M | 0.03% | −1,700−4.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 35,311 | $3.30M | 0.08% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 35,140 | $3.29M | 4.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 35,099 | $3.28M | 0.24% | −1,932−5.2% | Reduced |
| Value Holdings Management Co. LLC | 35,013 | $3.28M | 0.82% | 00.0% | Unchanged |
| Delaney Dennis R | 34,954 | $3.27M | 3.14% | +34,954 | New |
| Glenview Trust Co | 34,689 | $3.25M | 0.12% | −218−0.6% | Reduced |
| Harvest Volatility Management LLC | 33,931 | $3.22M | 0.56% | −1,425−4.0% | Reduced |
| Monarch Capital Management Inc | 34,269 | $3.21M | 1.05% | −1,142−3.2% | Reduced |
| Van Eck Associates Corp | 34,109 | $3.19M | 0.01% | +2,331+7.3% | Added |
| Quantitative Investment Management, LLC | 34,000 | $3.18M | 0.53% | +34,000 | New |
| Citizens Financial Group Inc | 33,727 | $3.16M | 0.14% | −102−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 33,440 | $3.13M | 0.37% | +1,106+3.4% | Added |
| Patton Albertson Miller Group, LLC | 33,222 | $3.11M | 0.67% | +942+2.9% | Added |
| Nicollet Investment Management, Inc. | 33,216 | $3.11M | 1.70% | +690+2.1% | Added |
| Ironwood Investment Counsel, LLC | 33,167 | $3.10M | 0.89% | +4,299+14.9% | Added |
| Stonnington Group, LLC | 31,862 | $3.07M | 0.86% | +3,100+10.8% | Added |
| Bull Street Advisors, LLC | 32,615 | $3.05M | 1.72% | +50+0.2% | Added |
| National Asset Management, Inc. | 32,465 | $3.04M | 0.09% | +3,066+10.4% | Added |
| Sendero Wealth Management, LLC | 32,176 | $3.01M | 1.25% | +12,085+60.2% | Added |
| BDO Wealth Advisors, LLC | 32,086 | $3.00M | 0.40% | −145−0.4% | Reduced |
| Bridges Investment Management Inc | 31,600 | $2.96M | 0.11% | 00.0% | Unchanged |
| Madison Wealth Management | 31,097 | $2.91M | 0.72% | +2,865+10.1% | Added |
| United Capital Financial Advisers, LLC | 30,696 | $2.87M | 0.02% | −5,332−14.8% | Reduced |
| Page Arthur B | 30,686 | $2.87M | 3.00% | −723−2.3% | Reduced |
| Captrust Financial Advisors | 30,333 | $2.84M | 0.02% | +9,304+44.2% | Added |
| South State Corp. | 30,325 | $2.84M | 0.28% | +376+1.3% | Added |
| TownSquare Capital, LLC | 30,307 | $2.83M | 0.08% | −2,571−7.8% | Reduced |
| BancorpSouth Bank | 30,286 | $2.83M | 0.29% | +14,225+88.6% | Added |
| Man Group plc | 30,178 | $2.83M | 0.01% | – | – |
| Ami Investment Management Inc | 30,102 | $2.82M | 1.64% | +935+3.2% | Added |
| Gilman Hill Asset Management, LLC | 30,091 | $2.82M | 0.66% | +2,450+8.9% | Added |
| New Mexico Educational Retirement Board | 29,716 | $2.78M | 0.15% | −3,200−9.7% | Reduced |
| Anchor Investment Management, LLC | 29,712 | $2.78M | 0.43% | −2,365−7.4% | Reduced |
| Jag Capital Management, LLC | 29,652 | $2.77M | 0.39% | +140.0% | Added |
| Horan Capital Advisors, LLC. | 29,569 | $2.77M | 1.34% | +771+2.7% | Added |
| First Horizon Advisors, Inc. | 29,522 | $2.76M | 0.11% | −546−1.8% | Reduced |
| Accurate Wealth Management, LLC | 28,391 | $2.76M | 1.15% | +28,391 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,051 | $2.72M | 0.22% | −358−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 29,028 | $2.72M | 0.15% | +1,032+3.7% | Added |
| Corient Capital Partners, LLC | 30,451 | $2.71M | 0.21% | +1,672+5.8% | Added |
| Close Asset Management Ltd | 28,703 | $2.69M | 0.15% | +3,388+13.4% | Added |
| Allstate Corp | 28,504 | $2.67M | 0.08% | +1,906+7.2% | Added |
| Fiduciary Trust Co | 28,293 | $2.65M | 0.06% | +1,175+4.3% | Added |
| Great Valley Advisor Group, Inc. | 28,284 | $2.65M | 0.15% | +1,629+6.1% | 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 |
| Wealthfront Advisers LLC | 28,242 | $2.64M | 0.01% | +8,707+44.6% | Added |
| FORA Capital, LLC | 28,087 | $2.63M | 0.50% | +28,087 | New |
| Ensign Peak Advisors, Inc | 27,999 | $2.62M | 0.01% | +8,450+43.2% | Added |
| Barry Investment Advisors, LLC | 27,962 | $2.62M | 0.90% | −5,090−15.4% | Reduced |
| Triad Investment Management | 27,830 | $2.60M | 4.52% | −585−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 27,783 | $2.60M | 0.10% | +5,162+22.8% | Added |
| Mount Yale Investment Advisors, LLC | 27,643 | $2.59M | 0.34% | +838+3.1% | Added |
| Brown, Lisle/Cummings, Inc. | 27,510 | $2.57M | 1.50% | −350−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 27,161 | $2.54M | 1.54% | −151−0.6% | Reduced |
| Capital City Trust Co | 27,132 | $2.54M | 0.89% | +362+1.4% | Added |
| Crescent Grove Advisors, LLC | 26,890 | $2.52M | 0.29% | −9,050−25.2% | Reduced |
| Baldwin Investment Management, LLC | 26,856 | $2.51M | 0.97% | −1,250−4.4% | Reduced |
| Boenning & Scattergood, Inc. | 26,602 | $2.49M | 0.51% | −100−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 26,558 | $2.48M | 1.02% | +100+0.4% | Added |
| Fiera Capital Corp | 26,545 | $2.48M | 0.01% | +17,300+187.1% | Added |
| Mercer Global Advisors Inc | 26,425 | $2.47M | 0.01% | −2,134−7.5% | Reduced |
| Dempze Nancy E | 26,364 | $2.47M | 2.63% | +625+2.4% | Added |
| We Are One Seven, LLC | 17,493 | $2.45M | 0.23% | +2,578+17.3% | Added |
| Copperwynd Financial, LLC | 26,177 | $2.45M | 1.41% | +20,131+333.0% | Added |
| Cary Street Partner Investment Advisory LLC | 26,143 | $2.45M | 0.20% | +2,090+8.7% | Added |
| Parallax Volatility Advisers, L.P. | 25,911 | $2.42M | 0.05% | −12,858−33.2% | Reduced |
| Marshall Wace, LLP | 25,808 | $2.42M | 0.01% | −36,826−58.8% | Reduced |
| Walleye Capital LLC | 25,464 | $2.38M | 0.05% | +25,464 | New |
| Agate Pass Investment Management, LLC | 25,366 | $2.37M | 1.81% | +1,055+4.3% | Added |
| Northwest & Ethical Investments L.P. | 25,336 | $2.37M | 0.10% | −1,177−4.4% | Reduced |
| Bokf, NA | 25,250 | $2.36M | 0.05% | −3,846−13.2% | Reduced |
| Harvey Capital Management Inc | 25,200 | $2.36M | 1.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 24,915 | $2.35M | 0.70% | −627−2.5% | Reduced |
| Advisor Partners II, LLC | 24,969 | $2.34M | 0.18% | +24,969 | New |
| JustInvest LLC | 24,816 | $2.32M | 0.11% | +5,760+30.2% | Added |