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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 351 | $35.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 343 | $35.0K | 0.00% | +343 | New |
| McCarthy Grittinger Financial Group, LLC | 385 | $38.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 385 | $38.9K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $40.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $40.4K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $40.9K | 0.01% | −129−24.2% | Reduced |
| Cambridge Trust Co | 402 | $41.0K | 0.00% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 450 | $45.5K | 0.01% | +450 | New |
| Arcadia Investment Management Corp | 495 | $50.0K | 0.01% | −500−50.3% | Reduced |
| Catalyst Capital Advisors LLC | 496 | $50.1K | 0.00% | −14−2.7% | Reduced |
| MV Capital Management, Inc. | 504 | $50.9K | 0.01% | +196+63.6% | Added |
| Larson Financial Group LLC | 533 | $53.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 589 | $59.5K | 0.03% | +75+14.6% | Added |
| Investors Research Corp | 598 | $60.4K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 600 | $60.6K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $61.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 605 | $61.1K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 615 | $62.2K | 0.03% | −515−45.6% | Reduced |
| Hallmark Capital Management Inc | 625 | $63.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 628 | $63.5K | 0.01% | −75−10.7% | Reduced |
| MBM Wealth Consultants, LLC | 637 | $64.0K | 0.03% | −4,963−88.6% | Reduced |
| Private Ocean, LLC | 650 | $65.7K | 0.01% | +92+16.5% | Added |
| Fred Alger Management, LLC | 660 | $66.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 661 | $66.8K | 0.05% | +170+34.6% | Added |
| TCI Wealth Advisors, Inc. | 665 | $67.2K | 0.01% | −389−36.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 682 | $69.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 717 | $72.0K | 0.06% | −56−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 730 | $73.8K | 0.00% | −54−6.9% | Reduced |
| Resurgent Financial Advisors LLC | 730 | $73.8K | 0.04% | +730 | New |
| Bay Harbor Wealth Management, LLC | 731 | $74.0K | 0.03% | +5+0.7% | Added |
| Advisors Asset Management, Inc. | 750 | $75.8K | 0.00% | +750 | New |
| State of Wyoming | 777 | $78.5K | 0.03% | −741−48.8% | Reduced |
| Crewe Advisors LLC | 797 | $80.6K | 0.01% | −1,371−63.2% | Reduced |
| Evermay Wealth Management LLC | 800 | $80.9K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 803 | $81.2K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 870 | $87.9K | 0.07% | +870 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $88.1K | 0.06% | +872 | New |
| Harvest Fund Management Co., Ltd | 890 | $90.0K | 0.02% | +765+612.0% | Added |
| Mendota Financial Group, LLC | 939 | $94.9K | 0.12% | +939 | New |
| Granite FO LLC | 920 | $96.0K | 0.07% | +920 | New |
| WFA Asset Management Corp | 959 | $96.9K | 0.06% | −91−8.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,000 | $101.0K | 0.00% | −780−43.8% | Reduced |
| First PREMIER Bank | 1,000 | $101.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $101.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,010 | $102.0K | 0.10% | −25−2.4% | Reduced |
| Private Trust Co NA | 1,023 | $103.0K | 0.02% | +227+28.5% | Added |
| Bank of New Hampshire | 1,090 | $110.0K | 0.03% | −100−8.4% | Reduced |
| Zullo Investment Group, Inc. | 1,105 | $111.7K | 0.07% | −110−9.1% | Reduced |
| JNBA Financial Advisors | 1,114 | $112.6K | 0.02% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,166 | $117.8K | 0.17% | +1,166 | New |
| Baystate Wealth Management LLC | 1,179 | $119.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,238 | $125.0K | 0.01% | −934−43.0% | Reduced |
| Quent Capital, LLC | 1,268 | $128.2K | 0.02% | −33−2.5% | Reduced |
| DuPont Capital Management Corp | 1,339 | $135.3K | 0.01% | −130−8.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,400 | $141.5K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,429 | $144.4K | 0.03% | −1,007−41.3% | Reduced |
| 3Chopt Investment Partners, LLC | 1,448 | $146.3K | 0.08% | +1,448 | New |
| Transamerica Financial Advisors, Inc. | 1,459 | $148.0K | 0.02% | −9,411−86.6% | Reduced |
| City State Bank | 1,495 | $151.0K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,500 | $151.6K | 0.08% | +1,500 | New |
| Cutler Group LP | 1,509 | $152.0K | 0.02% | +901+148.2% | Added |
| International Assets Investment Management, LLC | 11,419 | $152.9K | 0.02% | +10,336+954.4% | Added |
| Bellevue Asset Management, LLC | 1,540 | $154.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,563 | $158.0K | 0.01% | +12+0.8% | Added |
| Sutton Wealth Advisors Inc. | 1,569 | $158.6K | 0.06% | +77+5.2% | Added |
| Trust Co of Vermont | 1,571 | $158.8K | 0.01% | +134+9.3% | Added |
| Sandy Spring Bank | 1,592 | $160.9K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $162.0K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,661 | $168.0K | 0.05% | +1,661 | New |
| Truvestments Capital LLC | 1,726 | $174.4K | 0.10% | +1,726 | New |
| Allworth Financial LP | 1,771 | $179.0K | 0.00% | −52−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,914 | $179.0K | 0.00% | +662+52.9% | Added |
| Western Pacific Wealth Management, LP | 1,772 | $179.1K | 0.15% | +550+45.0% | Added |
| TD Private Client Wealth LLC | 1,777 | $179.6K | 0.01% | +83+4.9% | Added |
| Center for Financial Planning, Inc. | 1,792 | $181.1K | 0.04% | +1,792 | New |
| Concord Wealth Partners | 1,795 | $181.4K | 0.05% | +1,795 | New |
| Glassman Wealth Services | 1,796 | $181.5K | 0.03% | +719+66.8% | Added |
| Washington Trust Advisors, Inc. | 1,824 | $184.4K | 0.02% | +7+0.4% | Added |
| Comerica Securities,inc. | 1,825 | $184.5K | 0.01% | +1,825 | New |
| Parkside Financial Bank & Trust | 1,833 | $185.3K | 0.05% | −6−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,850 | $187.0K | 0.02% | −1,790−49.2% | Reduced |
| Boit C F David | 1,850 | $187.0K | 0.13% | 00.0% | Unchanged |
| CKW Financial Group | 1,900 | $192.0K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,917 | $193.8K | 0.05% | −1,139−37.3% | Reduced |
| First Manhattan Co | 1,966 | $198.7K | 0.00% | +86+4.6% | Added |
| Claro Advisors LLC | 1,985 | $200.6K | 0.07% | −478−19.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,987 | $200.8K | 0.06% | +1,987 | New |
| Corrigan Financial, Inc. | 1,989 | $201.0K | 0.07% | +1,989 | New |
| Enterprise Financial Services Corp | 1,997 | $201.8K | 0.14% | +1,997 | New |
| Canandaigua National Corp | 2,001 | $202.0K | 0.03% | +2,001 | New |
| Castleark Management LLC | 2,000 | $202.1K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,001 | $202.2K | 0.03% | +2,001 | New |
| Western Wealth Management, LLC | 2,002 | $202.3K | 0.02% | −2,414−54.7% | Reduced |
| GraniteShares Advisors LLC | 2,006 | $202.7K | 0.17% | −277−12.1% | Reduced |
| Silver Oak Securities, Inc | 2,013 | $203.0K | 0.04% | −445−18.1% | Reduced |
| Goldstein Advisors, LLC | 2,017 | $204.0K | 0.05% | +2,017 | New |
| Paloma Partners Management Co | 2,032 | $205.4K | 0.04% | +1,932+1,932.0% | Added |
| Ropes Wealth Advisors LLC | 2,034 | $205.6K | 0.04% | +2,034 | New |