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Livermore
Livermore
ZHEN

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
Biltmore Family Office, LLC2,043$206.5K0.04%+2,043New
Seven Eight Capital, LP2,061$208.3K0.05%+2,061New
De Burlo Group Inc2,063$208.5K0.05%00.0%Unchanged
Proficio Capital Partners LLC2,065$208.7K0.04%+2,065New
Financial Management Professionals, Inc.2,069$209.0K0.04%−5−0.2%Reduced
JLB & Associates Inc2,075$209.0K0.03%+2,075New
Pendal Group Limited2,093$211.5K0.00%−1,962−48.4%Reduced
SBB Research Group LLC2,095$211.7K0.31%+2,095New
Two Sigma Securities, LLC2,100$212.2K0.03%+2,100New
Uncommon Cents Investing LLC2,100$212.2K0.08%+2,100New
Brighton Jones LLC2,121$214.4K0.01%+2,121New
Courier Capital LLC2,123$214.6K0.02%+2,123New
Mason Investment Advisory Services, Inc.2,148$217.1K0.02%−7−0.3%Reduced
Osterweis Capital Management Inc2,160$218.3K0.02%00.0%Unchanged
Childress Capital Advisors, LLC2,170$219.3K0.07%+154+7.6%Added
Gradient Investments LLC2,176$219.9K0.01%+3+0.1%Added
Itau Unibanco Holding S.A.2,168$220.0K0.01%+2,168New
Wedmont Private Capital2,154$220.1K0.03%+2,154New
LCNB Corp2,180$220.3K0.10%00.0%Unchanged
Horan Securities, Inc.2,182$220.5K0.12%−52−2.3%Reduced
Townsend & Associates, Inc1,903$221.6K0.11%−1,041−35.4%Reduced
Penobscot Investment Management Company, Inc.2,200$222.4K0.04%00.0%Unchanged
Holderness Investments Co2,205$222.9K0.10%−100−4.3%Reduced
Acadian Asset Management LLC2,216$223.0K0.00%−977−30.6%Reduced
Marcum Wealth, LLC2,209$223.3K0.03%−242−9.9%Reduced
Phillips Wealth Planners LLC1,921$223.7K0.39%+1,921New
Fairhaven Wealth Management, LLC2,224$224.8K0.10%00.0%Unchanged
MQS Management LLC2,241$226.5K0.15%+2,241New
Sepio Capital, LP2,244$226.8K0.02%+11+0.5%Added
Putnam Investments LLC2,248$227.2K0.00%−34,564−93.9%Reduced
Aveo Capital Partners, LLC2,249$227.3K0.03%+3+0.1%Added
Lynch Asset Management, Inc.2,250$227.4K0.20%−2,750−55.0%Reduced
Raleigh Capital Management Inc.2,253$227.7K0.12%+119+5.6%Added
Centaurus Financial, Inc.2,260$228.0K0.02%−1,059−31.9%Reduced
Physicians Financial Services, Inc.2,265$229.0K0.10%−100−4.2%Reduced
Grassi Investment Management2,275$230.0K0.03%−200−8.1%Reduced
Regent Peak Wealth Advisors LLC2,279$230.3K0.08%+2,279New
Greenwich Investment Management, Inc.2,303$232.0K0.18%00.0%Unchanged
David Loasby2,286$232.1K0.03%+2,286New
Roundview Capital LLC2,325$235.0K0.03%00.0%Unchanged
Strategic Wealth Partners, Ltd.2,338$236.3K0.04%−15−0.6%Reduced
Gitterman Wealth Management, LLC2,342$236.7K0.12%+2,342New
West Coast Financial LLC2,363$238.8K0.04%00.0%Unchanged
Modera Wealth Management, LLC2,370$239.5K0.01%−16−0.7%Reduced
Old Port Advisors2,376$240.1K0.09%−70−2.9%Reduced
Mark Sheptoff Financial Planning, LLC2,376$240.1K0.14%00.0%Unchanged
Arrow Financial Corp2,400$243.0K0.03%00.0%Unchanged
Corundum Group, Inc.2,400$243.0K0.14%00.0%Unchanged
CVA Family Office, LLC2,405$243.1K0.06%−485−16.8%Reduced
CM Wealth Advisors LLC2,410$243.6K0.12%00.0%Unchanged
Personal Cfo Solutions, LLC2,430$245.6K0.05%+2,430New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,440$246.6K0.07%+50+2.1%Added
Appleton Partners Inc2,447$247.0K0.02%−1,792−42.3%Reduced
Gotham Asset Management, LLC2,461$248.7K0.01%+2,461New
Geller Advisors LLC2,470$249.6K0.04%+33+1.4%Added
Janney Capital Management LLC2,484$251.0K0.02%+19+0.8%Added
Peterson Wealth Services2,488$251.5K0.14%+2,488New
Carlson Capital Management2,492$251.9K0.02%+30+1.2%Added
Latitude Advisors, LLC2,500$252.7K0.19%−7−0.3%Reduced
Edmond de Rothschild Holding S.A.2,500$252.7K0.01%00.0%Unchanged
Venture Visionary Partners LLC2,500$252.7K0.02%00.0%Unchanged
Gladstone Institutional Advisory LLC2,514$254.1K0.02%−483−16.1%Reduced
Congress Wealth Management LLC2,529$255.6K0.01%+2,529New
Northwest Bancshares, Inc.2,541$256.8K0.05%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,541$256.8K0.05%+2,541New
Leavell Investment Management, Inc.2,545$257.0K0.02%00.0%Unchanged
Independent Financial Group, LLC2,545$257.2K0.02%−600−19.1%Reduced
Peloton Wealth Strategists2,552$258.0K0.12%−123−4.6%Reduced
Pinnacle Bancorp, Inc.2,549$258.0K0.10%+2,300+923.7%Added
Heron Financial Group, LLC2,599$258.3K0.17%00.0%Unchanged
Money Concepts Capital Corp2,578$260.6K0.01%+1,011+64.5%Added
Meyer Handelman Co2,600$262.8K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2,610$263.0K0.23%00.0%Unchanged
Intrinsic Edge Capital Management LLC2,600$263.0K0.03%00.0%Unchanged
Cornell Pochily Investment Advisors, Inc.2,605$263.3K0.12%+180+7.4%Added
Norwood Financial Corp2,625$265.3K0.42%00.0%Unchanged
Colonial Trust Co2,642$267.0K0.07%00.0%Unchanged
Sandler Capital Management2,650$267.8K0.04%00.0%Unchanged
Natixis Investment Managers International2,691$272.0K0.02%00.0%Unchanged
Ipswich Investment Management Co., Inc.2,695$272.4K0.08%00.0%Unchanged
Turtle Creek Asset Management Inc.2,700$272.9K0.01%+2,700New
Investment Management of Virginia LLC2,730$275.9K0.05%00.0%Unchanged
Parsec Financial Management, Inc.2,730$275.9K0.01%+21+0.8%Added
Kayne Anderson Rudnick Investment Management LLC2,738$276.7K0.00%00.0%Unchanged
Drake & Associates, LLC2,749$277.9K0.15%+2,749New
Monetary Management Group Inc2,750$277.9K0.09%−550−16.7%Reduced
Dynamic Advisor Solutions LLC2,767$279.7K0.02%+2,767New
Clearwater Capital Advisors, LLC2,770$280.0K0.04%00.0%Unchanged
Stokes Family Office, LLC2,809$283.9K0.04%−206−6.8%Reduced
Atlantic Trust, LLC2,813$284.0K0.09%−205−6.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,810$284.6K0.00%−290−9.4%Reduced
Baron Wealth Management LLC2,818$284.8K0.22%+2,818New
Schmidt P J Investment Management Inc2,832$286.2K0.06%00.0%Unchanged
Gateway Investment Advisers LLC2,842$287.2K0.00%−163−5.4%Reduced
CRA Financial Services, LLC2,843$287.3K0.09%00.0%Unchanged
Ingalls & Snyder LLC2,870$290.0K0.02%00.0%Unchanged
Parallel Advisors, LLC2,883$291.4K0.01%−363−11.2%Reduced
Chicago Partners Investment Group LLC2,541$292.9K0.02%+144+6.0%Added
Girard Partners Ltd.2,902$293.3K0.03%−1,087−27.2%Reduced
MONECO Advisors, LLC2,908$293.9K0.11%00.0%Unchanged