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 |
|---|---|---|---|---|---|
| Key Financial Inc | 8,906 | $833.0K | 0.39% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,891 | $832.0K | 0.03% | +8,891 | New |
| Achmea Investment Management B.V. | 8,865 | $830.0K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 8,845 | $827.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,054 | $827.0K | 0.06% | +736+10.1% | Added |
| Capital Asset Advisory Services LLC | 8,752 | $819.0K | 0.11% | −2,350−21.2% | Reduced |
| Avantax Advisory Services, Inc. | 8,757 | $819.0K | 0.01% | −74−0.8% | Reduced |
| Veracity Capital LLC | 8,737 | $818.0K | 0.45% | +8+0.1% | Added |
| Whittier Trust Co | 8,708 | $815.0K | 0.02% | +2,940+51.0% | Added |
| First Foundation Advisors | 8,694 | $813.0K | 0.04% | −18,222−67.7% | Reduced |
| Wayfinding Financial, LLC | 8,597 | $804.0K | 0.75% | +250+3.0% | Added |
| Venturi Wealth Management, LLC | 8,545 | $800.0K | 0.08% | −180−2.1% | Reduced |
| Granite Investment Partners, LLC | 8,540 | $799.0K | 0.03% | −500−5.5% | Reduced |
| Mitchell Capital Management Co | 8,522 | $797.0K | 0.23% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,460 | $792.0K | 0.02% | −613−6.8% | Reduced |
| Los Angeles Capital Management LLC | 8,463 | $792.0K | 0.00% | +3,153+59.4% | Added |
| American Portfolios Advisors | 8,349 | $781.2K | 0.03% | +144+1.8% | Added |
| Peoples Bank | 8,295 | $776.0K | 0.52% | −425−4.9% | Reduced |
| ICW Investment Advisors LLC | 8,289 | $776.0K | 0.52% | +10.0% | Added |
| Archford Capital Strategies, LLC | 8,291 | $776.0K | 0.20% | +189+2.3% | Added |
| Voya Financial Advisors, Inc. | 8,124 | $771.0K | 0.10% | +1,601+24.5% | Added |
| Riverwater Partners LLC | 8,241 | $771.0K | 0.77% | +5,720+226.9% | Added |
| First Nebraska Trust Co | 8,235 | $770.5K | 0.11% | −10−0.1% | Reduced |
| Segment Wealth Management, LLC | 8,220 | $769.0K | 0.10% | −68−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,139 | $762.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,127 | $760.0K | 0.00% | −2,979−26.8% | Reduced |
| Grimes & Company, Inc. | 8,085 | $756.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 8,067 | $755.0K | 0.65% | −16−0.2% | Reduced |
| Washington Trust Co | 7,953 | $744.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,929 | $742.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 7,804 | $730.0K | 0.05% | −4,809−38.1% | Reduced |
| Stock Yards Bank & Trust Co | 7,773 | $728.0K | 0.03% | +2,449+46.0% | Added |
| Jump Financial, LLC | 7,753 | $725.0K | 0.03% | +7,753 | New |
| Kowal Investment Group, LLC | 7,716 | $722.0K | 0.24% | −890−10.3% | Reduced |
| Spinnaker Trust | 7,716 | $722.0K | 0.06% | −490−6.0% | Reduced |
| Principal Street Partners, LLC | 7,711 | $722.0K | 0.19% | +27+0.4% | Added |
| FDx Advisors, Inc. | 7,716 | $722.0K | 0.03% | +4,949+178.9% | Added |
| AtonRa Partners | 7,683 | $719.0K | 0.71% | +26+0.3% | Added |
| Stratos Wealth Partners, LTD. | 7,648 | $716.0K | 0.02% | −500−6.1% | Reduced |
| Stevard, LLC | 7,600 | $711.0K | 0.67% | +7,600 | New |
| Tectonic Advisors LLC | 7,551 | $707.0K | 0.13% | +688+10.0% | Added |
| Integrated Wealth Concepts LLC | 7,542 | $706.0K | 0.02% | +37+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 7,485 | $700.0K | 0.07% | +7,485 | New |
| Zeke Capital Advisors, LLC | 7,441 | $697.0K | 0.05% | −128−1.7% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $693.0K | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,390 | $691.0K | 0.15% | −344−4.4% | Reduced |
| SkyOak Wealth, LLC | 7,378 | $690.0K | 0.25% | −1,139−13.4% | Reduced |
| Cetera Advisors LLC | 7,364 | $689.0K | 0.02% | −1,233−14.3% | Reduced |
| Boston Common Asset Management, LLC | 7,363 | $689.0K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,329 | $686.0K | 0.06% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,328 | $685.7K | 0.36% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 7,290 | $682.0K | 0.09% | −300−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 7,282 | $681.0K | 0.11% | +4,000+121.9% | Added |
| ARGI Investment Services, LLC | 7,250 | $678.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,210 | $675.0K | 0.12% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 7,160 | $670.0K | 0.36% | −233−3.2% | Reduced |
| VeraBank, N.A. | 7,130 | $667.0K | 0.42% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,872 | $667.0K | 0.02% | +2,371+36.5% | Added |
| Atlas Capital Advisors LLC | 7,101 | $664.4K | 0.12% | +6,795+2,220.6% | Added |
| HBK Sorce Advisory LLC | 7,077 | $662.0K | 0.04% | +115+1.7% | Added |
| Forum Financial Management, LP | 7,018 | $657.0K | 0.03% | +371+5.6% | Added |
| Dryden Capital, LLC | 7,000 | $655.0K | 0.52% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,986 | $654.0K | 0.04% | −17−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,000 | $654.0K | 0.17% | +800+12.9% | Added |
| Clarius Group, LLC | 6,944 | $650.0K | 0.06% | +424+6.5% | Added |
| Chesapeake Wealth Management | 6,933 | $649.0K | 0.30% | −100−1.4% | Reduced |
| Nicolet Bankshares Inc | 6,929 | $648.0K | 0.19% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,880 | $644.0K | 0.06% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 6,845 | $640.0K | 0.36% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,836 | $640.0K | 0.11% | +6,836 | New |
| Strategic Investment Advisors | 6,806 | $637.0K | 0.14% | +6,806 | New |
| Wahed Invest LLC | 6,798 | $636.0K | 0.39% | +431+6.8% | Added |
| Goelzer Investment Management, Inc. | 6,784 | $635.0K | 0.06% | −31,174−82.1% | Reduced |
| Wright Investors Service Inc | 6,779 | $635.0K | 0.20% | +20.0% | Added |
| PEAK6 Investments LLC | 6,790 | $635.0K | 0.02% | +6,790 | New |
| Central Bank & Trust Co | 6,751 | $632.0K | 0.14% | −2,829−29.5% | Reduced |
| Certified Advisory Corp | 6,646 | $622.0K | 0.14% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,651 | $622.0K | 0.08% | +372+5.9% | Added |
| Institute for Wealth Management, LLC. | 6,634 | $621.0K | 0.14% | +41+0.6% | Added |
| Maryland Capital Management | 6,585 | $616.0K | 0.05% | +1,725+35.5% | Added |
| Sun Life Financial INC | 6,577 | $615.0K | 0.05% | −1,824−21.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,564 | $614.0K | 0.19% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,561 | $614.0K | 0.91% | +6,561 | New |
| Thoroughbred Financial Services, LLC | 6,542 | $612.0K | 0.12% | +257+4.1% | Added |
| Keybank National Association | 6,528 | $611.0K | 0.00% | +574+9.6% | Added |
| First Washington CORP | 6,500 | $608.0K | 0.31% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,743 | $600.0K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,414 | $600.0K | 0.08% | −81−1.2% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $599.0K | 0.52% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,406 | $599.0K | 0.03% | +37+0.6% | Added |
| Sadoff Investment Management LLC | 6,329 | $592.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,299 | $589.0K | 0.03% | +673+12.0% | Added |
| Lebenthal Global Advisors, LLC | 6,287 | $588.0K | 0.27% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,237 | $583.0K | 0.04% | +6,237 | New |
| Rehmann Capital Advisory Group | 6,171 | $577.4K | 0.06% | −44−0.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,149 | $575.0K | 0.17% | +276+4.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $572.0K | 0.05% | 00.0% | Unchanged |
| Eukles Asset Management | 6,067 | $568.0K | 0.37% | −7−0.1% | Reduced |
| Financial Advocates Investment Management | 19,108 | $562.0K | 0.05% | +4,774+33.3% | Added |
| Integral Investment Advisors, Inc. | 6,010 | $562.0K | 0.46% | +159+2.7% | Added |