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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 33,902 | $3.43M | 0.43% | +1,816+5.7% | Added |
| Profund Advisors LLC | 34,054 | $3.44M | 0.22% | −1,045−3.0% | Reduced |
| Gabelli Funds LLC | 34,320 | $3.47M | 0.03% | −1,000−2.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 34,656 | $3.50M | 0.36% | +29,918+631.4% | Added |
| Robertson Stephens Wealth Management, LLC | 34,823 | $3.52M | 0.34% | −807−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $3.53M | 0.08% | −419−1.2% | Reduced |
| Delaney Dennis R | 34,954 | $3.53M | 3.16% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 35,030 | $3.54M | 0.86% | +1,863+5.6% | Added |
| Linker Capital Management Inc. | 35,140 | $3.55M | 4.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 35,200 | $3.56M | 0.18% | +6,916+24.5% | Added |
| Argent Trust Co | 35,415 | $3.58M | 0.24% | −937−2.6% | Reduced |
| Van Eck Associates Corp | 35,557 | $3.59M | 0.01% | +1,448+4.2% | Added |
| Metropolitan Life Insurance Co | 35,699 | $3.61M | 0.16% | −2,378−6.2% | Reduced |
| Freemont Management S.A. | 35,800 | $3.62M | 0.58% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 36,025 | $3.64M | 0.05% | −17,097−32.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 36,251 | $3.66M | 0.41% | +2,811+8.4% | Added |
| Artemis Investment Management LLP | 36,204 | $3.67M | 0.04% | −249,622−87.3% | Reduced |
| Squarepoint Ops LLC | 36,388 | $3.68M | 0.03% | +36,388 | New |
| Keel Point, LLC | 36,409 | $3.68M | 0.58% | −1,550−4.1% | Reduced |
| Evoke Wealth, LLC | 36,530 | $3.69M | 0.13% | −47,020−56.3% | Reduced |
| Blume Capital Management, Inc. | 37,223 | $3.76M | 1.27% | −7,227−16.3% | Reduced |
| Illinois Municipal Retirement Fund | 37,382 | $3.78M | 0.08% | 00.0% | Unchanged |
| Value Holdings Management Co. LLC | 37,513 | $3.79M | 0.86% | +2,500+7.1% | Added |
| CenterBook Partners LP | 37,752 | $3.82M | 0.63% | +40.0% | Added |
| Sendero Wealth Management, LLC | 37,759 | $3.82M | 1.36% | +5,583+17.4% | Added |
| Eley Financial Management, Inc | 38,064 | $3.85M | 2.07% | +38,064 | New |
| Graybill Bartz & Assoc Ltd | 38,363 | $3.88M | 2.10% | +659+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 38,533 | $3.90M | 0.29% | −729−1.9% | Reduced |
| Noble Path Asset Management LP | 39,000 | $3.94M | 4.81% | −6,800−14.8% | Reduced |
| Heritage Trust Co | 39,035 | $3.95M | 0.64% | −320−0.8% | Reduced |
| Selway Asset Management | 39,069 | $3.95M | 2.09% | +1,100+2.9% | Added |
| Baxter Bros Inc | 39,106 | $3.95M | 0.65% | −2,507−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 36,588 | $3.97M | 0.04% | −367−1.0% | Reduced |
| Geneos Wealth Management Inc. | 39,280 | $3.97M | 0.24% | +1,692+4.5% | Added |
| Timber Creek Capital Management LLC | 40,094 | $4.05M | 1.53% | +10.0% | Added |
| AE Wealth Management LLC | 40,135 | $4.06M | 0.03% | +1,581+4.1% | Added |
| Meridian Management Co | 40,461 | $4.09M | 1.49% | −12,862−24.1% | Reduced |
| Crossmark Global Holdings, Inc. | 41,020 | $4.15M | 0.10% | +3,989+10.8% | Added |
| Compass Wealth Management LLC | 41,100 | $4.15M | 1.36% | +41,100 | New |
| Tandem Investment Advisors, Inc. | 41,176 | $4.16M | 0.21% | −1,964−4.6% | Reduced |
| Ellsworth Advisors, LLC | 40,355 | $4.17M | 1.56% | −335−0.8% | Reduced |
| RMB Capital Management, LLC | 41,274 | $4.17M | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 42,136 | $4.26M | 0.01% | +16,328+63.3% | Added |
| Panagora Asset Management Inc | 42,174 | $4.26M | 0.03% | +3,785+9.9% | Added |
| Eagle Rock Investment Company, LLC | 42,304 | $4.30M | 0.99% | −77−0.2% | Reduced |
| Cetera Investment Advisers | 42,967 | $4.34M | 0.04% | +31,232+266.1% | Added |
| Fulton Bank, N.A. | 43,199 | $4.37M | 0.25% | +2,323+5.7% | Added |
| Buffington Mohr McNeal | 43,278 | $4.37M | 1.02% | −1,109−2.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 43,535 | $4.40M | 0.12% | −3,089−6.6% | Reduced |
| Buckhead Capital Management LLC | 43,700 | $4.42M | 1.07% | −2,438−5.3% | Reduced |
| Eagle Asset Management Inc | 43,909 | $4.44M | 0.03% | +568+1.3% | Added |
| Ensign Peak Advisors, Inc | 44,565 | $4.50M | 0.01% | +16,566+59.2% | Added |
| First Western Trust Bank | 44,830 | $4.53M | 0.26% | +50+0.1% | Added |
| Hunter Perkins Capital Management, LLC | 45,065 | $4.55M | 1.04% | +23,405+108.1% | Added |
| BW Gestao de Investimentos Ltda. | 45,130 | $4.56M | 0.71% | −67,500−59.9% | Reduced |
| DF Dent & Co Inc | 45,230 | $4.57M | 0.07% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 45,247 | $4.57M | 2.31% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 45,873 | $4.64M | 0.06% | +45,107+5,888.6% | Added |
| Kestra Advisory Services, LLC | 45,926 | $4.64M | 0.04% | −9,799−17.6% | Reduced |
| Maryland State Retirement & Pension System | 45,936 | $4.64M | 0.14% | +45,936 | New |
| Baker Ellis Asset Management LLC | 46,175 | $4.67M | 0.90% | +217+0.5% | Added |
| Marshall & Sullivan Inc | 46,196 | $4.67M | 2.93% | −397−0.9% | Reduced |
| Hartford Investment Management Co | 46,215 | $4.67M | 0.14% | −18,264−28.3% | Reduced |
| M. Kraus & Co | 46,252 | $4.67M | 1.72% | +8,289+21.8% | Added |
| Cetera Advisor Networks LLC | 46,558 | $4.71M | 0.04% | +24,942+115.4% | Added |
| Karpas Strategies, LLC | 46,645 | $4.71M | 1.66% | 00.0% | Unchanged |
| Norinchukin Bank, The | 46,962 | $4.75M | 0.10% | −9,656−17.1% | Reduced |
| Elo Mutual Pension Insurance Co | 47,037 | $4.75M | 0.16% | +916+2.0% | Added |
| Hohimer Wealth Management, LLC | 47,572 | $4.81M | 1.53% | −172−0.4% | Reduced |
| Jacobs & Co | 47,980 | $4.85M | 0.63% | +1,553+3.3% | Added |
| Ally Financial Inc. | 48,000 | $4.85M | 0.76% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 48,363 | $4.89M | 0.99% | +10,813+28.8% | Added |
| John G Ullman & Associates Inc | 48,635 | $4.92M | 0.78% | −1,690−3.4% | Reduced |
| Andra AP-fonden | 48,800 | $4.93M | 0.15% | +6,700+15.9% | Added |
| Resources Management Corp | 48,935 | $4.95M | 0.78% | −410−0.8% | Reduced |
| Ayrshire Capital Management LLC | 49,193 | $4.97M | 3.48% | +159+0.3% | Added |
| Notis-McConarty Edward | 49,478 | $5.00M | 2.08% | +198+0.4% | Added |
| HGK Asset Management Inc | 49,665 | $5.02M | 1.71% | +245+0.5% | Added |
| Wilkins Investment Counsel Inc | 49,700 | $5.02M | 1.32% | +200+0.4% | Added |
| Oarsman Capital, Inc. | 49,722 | $5.03M | 2.57% | +989+2.0% | Added |
| Nomura Holdings Inc | 50,120 | $5.06M | 0.05% | +5,120+11.4% | Added |
| Kentucky Retirement Systems | 50,285 | $5.08M | 0.20% | +220+0.4% | Added |
| American National Bank | 50,873 | $5.14M | 1.06% | +4,080+8.7% | Added |
| Soros Capital Management LLC | 51,008 | $5.16M | 6.59% | +7,696+17.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,302 | $5.19M | 0.11% | +1,243+2.5% | Added |
| Redmond Asset Management, LLC | 51,383 | $5.19M | 1.87% | −1,081−2.1% | Reduced |
| Smithbridge Asset Management Inc | 51,457 | $5.20M | 1.38% | +1,835+3.7% | Added |
| HM Payson & Co | 51,709 | $5.23M | 0.13% | +2,264+4.6% | Added |
| Securian Asset Management, Inc | 53,129 | $5.37M | 0.15% | +993+1.9% | Added |
| Atria Investments LLC | 53,248 | $5.38M | 0.11% | +5,192+10.8% | Added |
| Graypoint LLC | 53,590 | $5.42M | 0.65% | −5,208−8.9% | Reduced |
| Contravisory Investment Management, Inc. | 53,771 | $5.43M | 1.51% | +2,668+5.2% | Added |
| McKinley Carter Wealth Services, Inc. | 54,012 | $5.46M | 0.46% | −343−0.6% | Reduced |
| Liberty Capital Management, Inc. | 54,027 | $5.46M | 1.89% | +213+0.4% | Added |
| Aptus Capital Advisors, LLC | 54,371 | $5.50M | 0.18% | +4,340+8.7% | Added |
| Cox Capital Mgt LLC | 54,566 | $5.51M | 3.59% | +2,250+4.3% | Added |
| Chesley Taft & Associates LLC | 54,710 | $5.53M | 0.38% | +940+1.7% | Added |
| Palmer Knight Co | 54,773 | $5.54M | 4.94% | −260.0% | Reduced |
| Brooktree Capital Management | 54,842 | $5.54M | 4.55% | +447+0.8% | Added |
| Peapack Gladstone Financial Corp | 55,065 | $5.57M | 0.11% | −16,047−22.6% | Reduced |