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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, Q4 2022

Institutional positions in Fiserv Inc as of Dec 31, 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
1,433
+111 vs. Q3 2022
Shares held
560.5M
−5.66M (−1.0%) vs. Q3 2022
Total value
$56.6B
+$3.58B (+6.8%) vs. Q3 2022
New holders
193
488 more added
Sold out
82
543 more reduced

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,433 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2022: $56.6B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2022.

Institutions holding FISV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC4$00.00%+4New
Sofos Investments, Inc.101$520.00%+101New
Healthcare of Ontario Pension Plan Trust Fund1$1010.00%−2,663−100.0%Reduced
CNB Bank3$3030.00%00.0%Unchanged
WestEnd Advisors, LLC4$4040.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$6060.00%00.0%Unchanged
True Wealth Design, LLC6$6060.00%+6New
Creative Capital Management Investments LLC10$1.00K0.00%+10New
Carolinas Wealth Consulting LLC10$1.01K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.10$1.01K0.00%00.0%Unchanged
TFC Financial Management14$1.42K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC17$1.72K0.00%+17New
JJJ Advisors Inc.17$1.74K0.00%+14+466.7%Added
Retirement Group, LLC20$2.00K0.00%+20New
Tfo-TDC, LLC15$2.25K0.00%+15New
EWG Elevate Inc.23$2.33K0.00%+23New
Lee Financial Co24$2.43K0.00%+16+200.0%Added
Wolff Wiese Magana LLC25$2.53K0.00%−162−86.6%Reduced
Disciplined Investments, LLC27$2.73K0.00%−5−15.6%Reduced
SJS Investment Consulting Inc.28$2.83K0.00%+5+21.7%Added
Trifecta Capital Advisors, LLC28$2.83K0.00%+28New
MCF Advisors LLC29$2.93K0.00%+14+93.3%Added
Tompkins Financial Corp30$3.00K0.00%+30New
Clearview Wealth Advisors LLC30$3.03K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc30$3.03K0.00%+30New
Arcus Capital Partners, LLC32$3.23K0.00%+32New
Global Financial Private Client, LLC34$3.44K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC35$3.54K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.36$3.64K0.00%−4−10.0%Reduced
Sierra Capital LLC40$4.00K0.00%00.0%Unchanged
Benjamin Edwards Inc36$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC42$4.25K0.00%00.0%Unchanged
My Personal CFO, LLC43$4.35K0.00%+43New
Tortoise Investment Management, LLC48$4.85K0.00%00.0%Unchanged
Abound Wealth Management48$4.85K0.00%+17+54.8%Added
TSFG, LLC54$5.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management50$5.00K0.00%+50New
Focused Wealth Management, Inc50$5.05K0.00%00.0%Unchanged
Financial Freedom, LLC50$5.05K0.00%+50New
West Paces Advisors Inc.54$5.46K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC57$5.76K0.00%00.0%Unchanged
Asset Dedication, LLC86$6.00K0.00%−59−40.7%Reduced
HighMark Wealth Management LLC60$6.06K0.00%+60New
Raffa Wealth Management, LLC63$6.37K0.00%−15−19.2%Reduced
Leelyn Smith, LLC67$6.77K0.00%00.0%Unchanged
Red Tortoise LLC67$6.77K0.00%+67New
Glassy Mountain Advisors, Inc.68$6.87K0.00%+68New
Fiduciary Alliance LLC75$7.58K0.00%+75New
Cullen/Frost Bankers, Inc.81$8.19K0.00%−128−61.2%Reduced
Bangor Savings Bank85$9.00K0.00%00.0%Unchanged
Boulder Wealth Advisors, LLC90$9.00K0.01%+90New
Delta Asset Management LLC94$9.50K0.00%+94New
Pathway Financial Advisers, LLC95$9.60K0.00%+95New
Oakworth Capital, Inc.109$11.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$11.1K0.00%+55+100.0%Added
Tucker Asset Management LLC111$11.3K0.00%+111New
Hoey Investments, Inc118$11.9K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.120$12.1K0.00%−25,791−99.5%Reduced
Accel Wealth Management120$12.1K0.01%00.0%Unchanged
Trustcore Financial Services, LLC124$12.5K0.00%00.0%Unchanged
Beacon Capital Management, LLC127$12.8K0.00%+75+144.2%Added
Loomis Sayles & Co L P127$13.0K0.00%00.0%Unchanged
Hollencrest Capital Management132$13.3K0.00%+132New
Cedar Mountain Advisors, LLC134$13.5K0.00%00.0%Unchanged
New Millennium Group LLC137$13.8K0.01%−179−56.6%Reduced
Grove Bank & Trust134$14.0K0.00%+134New
Point72 Middle East FZE142$14.4K0.00%+142New
Boyd Watterson Asset Management LLC160$16.2K0.01%+160New
Institutional & Family Asset Management, LLC163$16.5K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group177$17.9K0.01%+53+42.7%Added
JFS Wealth Advisors, LLC182$18.4K0.00%−73−28.6%Reduced
New Hampshire Trust185$18.7K0.00%+185New
West Oak Capital, LLC200$20.0K0.01%00.0%Unchanged
RFP Financial Group LLC199$20.1K0.01%+199New
RE Dickinson Investment Advisors, LLC204$21.0K0.01%−10−4.7%Reduced
General Partner, Inc.211$21.3K0.02%+211New
Artemis Wealth Advisors, LLC215$22.0K0.01%−561−72.3%Reduced
Elequin Capital LP218$22.0K0.01%+218New
Sound Income Strategies, LLC220$22.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc233$23.5K0.01%−61−20.7%Reduced
Canton Hathaway, LLC240$24.0K0.01%00.0%Unchanged
Earnest Partners LLC246$24.9K0.00%00.0%Unchanged
GeoWealth Management, LLC241$25.0K0.00%+4+1.7%Added
NewSquare Capital LLC262$26.5K0.00%+22+9.2%Added
St Germain D J Co Inc4,794$26.7K0.01%+354+8.0%Added
Versant Capital Management, Inc280$28.3K0.01%−1−0.4%Reduced
Colonial Trust Advisors281$28.4K0.00%−14−4.7%Reduced
Farther Finance Advisors, LLC284$28.7K0.01%+284New
Prestige Wealth Management Group LLC299$30.2K0.01%+65+27.8%Added
Coppell Advisory Solutions LLC300$30.3K0.01%+300New
Coppell Advisory Solutions Corp.300$30.3K0.01%+300New
Hexagon Capital Partners LLC302$30.5K0.01%−125−29.3%Reduced
Castleview Partners, LLC311$31.4K0.03%+153+96.8%Added
Arlington Partners LLC315$31.8K0.01%00.0%Unchanged
West Branch Capital LLC317$32.0K0.02%−413−56.6%Reduced
KB Financial Partners, LLC326$33.0K0.01%00.0%Unchanged
Optiver Holding B.V.329$33.0K0.00%+329New
Beaird Harris Wealth Management, LLC332$33.6K0.01%+332New
Laurel Wealth Advisors LLC335$33.9K0.01%−33−9.0%Reduced
Capital Advisors, Ltd. LLC333$34.0K0.01%−82−19.8%Reduced