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 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 55,360 | $5.60M | 2.66% | +55,360 | New |
| Tocqueville Asset Management L.P. | 55,901 | $5.65M | 0.11% | −2,430−4.2% | Reduced |
| Twinbeech Capital LP | 56,384 | $5.70M | 0.11% | −308,073−84.5% | Reduced |
| Hills Bank & Trust Co | 56,392 | $5.70M | 0.84% | −608−1.1% | Reduced |
| BTC Capital Management, Inc. | 56,535 | $5.73M | 0.69% | +1,713+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 56,823 | $5.74M | 0.10% | +40,226+242.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 56,877 | $5.75M | 0.03% | −2,278−3.9% | Reduced |
| SFE Investment Counsel | 56,737 | $5.80M | 1.80% | −15,896−21.9% | Reduced |
| M&R Capital Management Inc | 57,389 | $5.80M | 1.60% | −5,779−9.1% | Reduced |
| ExodusPoint Capital Management, LP | 57,495 | $5.81M | 0.09% | +57,495 | New |
| Summit Global Investments | 57,937 | $5.86M | 0.49% | −9,102−13.6% | Reduced |
| First National Bank of Omaha | 57,989 | $5.86M | 0.36% | −1,139−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 58,030 | $5.87M | 0.12% | +1,383+2.4% | Added |
| FineMark National Bank & Trust | 58,542 | $5.92M | 0.27% | −223−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 58,544 | $5.93M | 0.10% | −645−1.1% | Reduced |
| ProVise Management Group, LLC | 59,706 | $6.03M | 0.61% | +7,074+13.4% | Added |
| Snowden Capital Advisors LLC | 59,732 | $6.04M | 0.25% | −121−0.2% | Reduced |
| Vestor Capital, LLC | 61,219 | $6.19M | 0.75% | −3,506−5.4% | Reduced |
| Brinker Capital Investments, LLC | 61,224 | $6.19M | 0.12% | −6,693−9.9% | Reduced |
| Live Oak Private Wealth LLC | 61,241 | $6.19M | 1.28% | −4,327−6.6% | Reduced |
| Janney Montgomery Scott LLC | 61,430 | $6.21M | 0.02% | +4,768+8.4% | Added |
| Ethic Inc. | 61,727 | $6.24M | 0.34% | +15,199+32.7% | Added |
| CIBC World Markets Inc. | 62,497 | $6.32M | 0.02% | −23,828−27.6% | Reduced |
| Middleton & Co Inc | 62,538 | $6.32M | 0.94% | −13,295−17.5% | Reduced |
| 1832 Asset Management L.P. | 62,712 | $6.34M | 0.01% | −229−0.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 62,974 | $6.36M | 1.76% | +62,974 | New |
| National Bank of Canada | 63,307 | $6.40M | 0.02% | +16,782+36.1% | Added |
| Pinnacle Financial Partners Inc | 63,546 | $6.42M | 0.19% | +600+1.0% | Added |
| First Business Financial Services, Inc. | 63,629 | $6.43M | 0.86% | −300−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 64,199 | $6.49M | 0.89% | −8,928−12.2% | Reduced |
| Brookfield Asset Management Inc. | 64,289 | $6.50M | 0.02% | +64,289 | New |
| Papp L Roy & Associates | 64,557 | $6.52M | 0.92% | −895−1.4% | Reduced |
| Running Oak Capital LLC | 64,712 | $6.54M | 1.92% | +4,169+6.9% | Added |
| Patient Capital Management, LLC | 65,900 | $6.66M | 3.26% | −8,800−11.8% | Reduced |
| Cozad Asset Management Inc | 65,936 | $6.66M | 0.94% | +7,393+12.6% | Added |
| Cornerstone Advisors, LLC | 66,000 | $6.67M | 0.33% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 66,155 | $6.69M | 0.97% | −128−0.2% | Reduced |
| Holocene Advisors, LP | 66,366 | $6.71M | 0.04% | +66,366 | New |
| Hantz Financial Services, Inc. | 66,794 | $6.75M | 0.20% | +238+0.4% | Added |
| Bradley Foster & Sargent Inc | 67,191 | $6.79M | 0.17% | −2,913−4.2% | Reduced |
| Cullinan Associates Inc | 67,249 | $6.80M | 0.38% | −5,200−7.2% | Reduced |
| Woodstock Corp | 67,514 | $6.82M | 0.91% | +760+1.1% | Added |
| Woodline Partners LP | 67,889 | $6.86M | 0.09% | +67,889 | New |
| CMH Wealth Management LLC | 68,144 | $6.89M | 2.21% | +804+1.2% | Added |
| Bragg Financial Advisors, Inc | 69,648 | $7.04M | 0.43% | +3,115+4.7% | Added |
| Bellecapital International Ltd. | 69,994 | $7.07M | 1.99% | −786−1.1% | Reduced |
| First Hawaiian Bank | 70,162 | $7.09M | 0.26% | −1,408−2.0% | Reduced |
| Schroder Investment Management Group | 70,842 | $7.16M | 0.01% | +1,292+1.9% | Added |
| Alpha Cubed Investments, LLC | 70,901 | $7.17M | 0.54% | +1,002+1.4% | Added |
| Webster Bank, N. A. | 70,964 | $7.17M | 0.97% | −1,657−2.3% | Reduced |
| Legal Advantage Investments, Inc. | 71,427 | $7.22M | 5.94% | +1,100+1.6% | Added |
| Nissay Asset Management Corp | 71,495 | $7.23M | 0.07% | −2,157−2.9% | Reduced |
| Bailard, Inc. | 71,909 | $7.27M | 0.28% | −342−0.5% | Reduced |
| Louisiana State Employees Retirement System | 72,600 | $7.34M | 0.20% | −2,700−3.6% | Reduced |
| Hunter Associates Investment Management LLC | 73,710 | $7.45M | 1.79% | −975−1.3% | Reduced |
| Cheviot Value Management, LLC | 73,133 | $7.45M | 1.84% | −3,944−5.1% | Reduced |
| Headinvest, LLC | 74,109 | $7.49M | 1.68% | +851+1.2% | Added |
| Czech National Bank | 74,338 | $7.51M | 0.20% | +160.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $7.58M | 0.12% | −15,000−16.7% | Reduced |
| Prio Wealth Limited Partnership | 75,068 | $7.59M | 0.30% | −3,520−4.5% | Reduced |
| Romano Brothers and Company | 75,877 | $7.67M | 1.16% | −2,180−2.8% | Reduced |
| Xponance, Inc. | 75,938 | $7.68M | 0.12% | +10,380+15.8% | Added |
| Saba Capital Management, L.P. | 76,124 | $7.69M | 0.13% | −42,352−35.7% | Reduced |
| PFS Investments Inc. | 76,729 | $7.75M | 0.14% | +12,793+20.0% | Added |
| Candriam Luxembourg S.C.A. | 76,989 | $7.78M | 0.05% | −5,208−6.3% | Reduced |
| Fernbridge Capital Management LP | 77,040 | $7.79M | 1.12% | +77,040 | New |
| Perennial Advisors, LLC | 77,225 | $7.81M | 2.48% | −1,062−1.4% | Reduced |
| Fosun International Ltd | 78,913 | $7.98M | 0.70% | −800−1.0% | Reduced |
| Puzo Michael J | 79,502 | $8.04M | 2.90% | +75+0.1% | Added |
| MML Investors Services, LLC | 80,222 | $8.11M | 0.05% | +13,246+19.8% | Added |
| Invenomic Capital Management LP | 82,042 | $8.29M | 0.60% | −39,062−32.3% | Reduced |
| Sora Investors LLC | 85,000 | $8.59M | 2.96% | +85,000 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 85,759 | $8.67M | 1.95% | +8,995+11.7% | Added |
| HighVista Strategies LLC | 85,926 | $8.68M | 5.16% | −408−0.5% | Reduced |
| Bahl & Gaynor Inc | 86,009 | $8.69M | 0.05% | −1,098−1.3% | Reduced |
| Broderick Brian C | 86,470 | $8.74M | 2.59% | +336+0.4% | Added |
| Synovus Financial Corp | 87,057 | $8.80M | 0.10% | +9,037+11.6% | Added |
| Matrix Asset Advisors Inc | 88,451 | $8.94M | 1.34% | −2,402−2.6% | Reduced |
| Jane Street Group, LLC | 88,999 | $9.00M | 0.02% | +12,283+16.0% | Added |
| Kidder Stephen W | 89,023 | $9.00M | 3.30% | −264−0.3% | Reduced |
| GAM Holding AG | 89,084 | $9.00M | 0.72% | +160.0% | Added |
| Texas Permanent School Fund | 90,225 | $9.12M | 0.14% | −272−0.3% | Reduced |
| Mutual of America Capital Management LLC | 90,641 | $9.16M | 0.11% | +2,168+2.5% | Added |
| Robertson Opportunity Capital, LLC | 91,083 | $9.21M | 5.38% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 91,368 | $9.23M | 0.25% | −9,611−9.5% | Reduced |
| Legacy Private Trust Co. | 91,406 | $9.24M | 0.84% | −2,118−2.3% | Reduced |
| Daiwa Securities Group Inc. | 91,725 | $9.27M | 0.07% | −4,554−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 92,506 | $9.35M | 0.15% | −2,568−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 93,202 | $9.42M | 0.39% | −130−0.1% | Reduced |
| Thompson Investment Management, Inc. | 93,210 | $9.42M | 1.73% | +50.0% | Added |
| Addenda Capital Inc. | 93,616 | $9.46M | 0.41% | +4,118+4.6% | Added |
| Baldwin Brothers Inc | 93,922 | $9.49M | 0.86% | +89,210+1,893.3% | Added |
| Agf Management Ltd | 94,445 | $9.55M | 0.07% | +94,445 | New |
| First National Trust Co | 94,525 | $9.55M | 0.51% | +1,462+1.6% | Added |
| Steamboat Capital Partners, LLC | 95,276 | $9.63M | 3.91% | +95,276 | New |
| Teachers Retirement System of the State of Kentucky | 95,432 | $9.65M | 0.10% | 00.0% | Unchanged |
| Longbow Finance SA | 95,460 | $9.65M | 1.30% | +95,460 | New |
| Yousif Capital Management, LLC | 95,745 | $9.68M | 0.13% | +2,327+2.5% | Added |
| Logan Capital Management Inc | 96,407 | $9.74M | 0.50% | −6,111−6.0% | Reduced |
| Westpac Banking Corp | 96,639 | $9.77M | 0.14% | −35,049−26.6% | Reduced |