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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 2,921 | $295.2K | 0.05% | −444−13.2% | Reduced |
| Private Advisor Group, LLC | 20,365 | $297.9K | 0.02% | −788−3.7% | Reduced |
| JGP Wealth Management, LLC | 2,952 | $298.4K | 0.05% | −96−3.1% | Reduced |
| WealthPLAN Partners, LLC | 2,576 | $298.8K | 0.02% | +2,576 | New |
| WealthPlan Investment Management, LLC | 2,576 | $300.0K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,974 | $301.0K | 0.02% | +2,974 | New |
| Cito Capital Group, LLC | 3,000 | $303.0K | 0.17% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,000 | $303.2K | 0.11% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,021 | $305.3K | 0.07% | −1,067−26.1% | Reduced |
| Epiq Partners, LLC | 3,026 | $305.8K | 0.20% | +546+22.0% | Added |
| Change Path, LLC | 3,031 | $307.0K | 0.02% | +3,031 | New |
| Whittier Trust Co of Nevada Inc | 3,042 | $307.4K | 0.01% | +104+3.5% | Added |
| Wunderlich Capital Managemnt | 3,071 | $310.0K | 0.17% | −62−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,071 | $310.4K | 0.01% | −334−9.8% | Reduced |
| Riverbridge Partners LLC | 3,080 | $311.0K | 0.00% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 3,083 | $311.6K | 0.17% | +3,083 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $312.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,088 | $312.1K | 0.01% | +75+2.5% | Added |
| Cowa, LLC | 3,095 | $312.8K | 0.20% | −191−5.8% | Reduced |
| Ariel Investments, LLC | 3,096 | $312.9K | 0.00% | +240+8.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,100 | $313.3K | 0.02% | −3,016−49.3% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $314.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $314.0K | 0.24% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,115 | $314.8K | 0.02% | +3,115 | New |
| Penserra Capital Management LLC | 3,128 | $315.0K | 0.01% | −3−0.1% | Reduced |
| Petrus Trust Company, LTA | 3,133 | $316.7K | 0.04% | +3,133 | New |
| Arete Wealth Advisors, LLC | 3,136 | $316.9K | 0.03% | +15+0.5% | Added |
| Confluence Wealth Services, Inc. | 3,152 | $318.6K | 0.08% | +3,152 | New |
| Essex Financial Services, Inc. | 3,159 | $319.0K | 0.03% | −13−0.4% | Reduced |
| Richard W. Paul & Associates, LLC | 3,159 | $319.3K | 0.16% | +3,159 | New |
| CX Institutional | 3,165 | $319.9K | 0.02% | +3,165 | New |
| Coastal Investment Advisors, Inc. | 3,185 | $321.9K | 0.08% | +10.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,189 | $322.3K | 0.05% | +841+35.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $323.0K | 0.10% | −7,400−69.8% | Reduced |
| Marotta Asset Management | 3,200 | $323.4K | 0.08% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 3,200 | $323.4K | 0.13% | +3,200 | New |
| Wade G W & Inc | 3,216 | $325.0K | 0.01% | +316+10.9% | Added |
| Forte Capital LLC | 3,226 | $326.1K | 0.06% | +63+2.0% | Added |
| Advisors Capital Management, LLC | 3,254 | $329.0K | 0.01% | −123−3.6% | Reduced |
| Apeiron RIA LLC | 3,257 | $329.2K | 0.13% | +49+1.5% | Added |
| Stonebridge Capital Advisors LLC | 3,263 | $329.8K | 0.04% | −20−0.6% | Reduced |
| Beacon Financial Group | 3,280 | $331.0K | 0.05% | +63+2.0% | Added |
| Salem Investment Counselors Inc | 3,310 | $334.5K | 0.01% | −688−17.2% | Reduced |
| Cresset Asset Management, LLC | 5,200 | $334.9K | 0.00% | −741−12.5% | Reduced |
| Bowman & Co S.C. | 3,317 | $335.2K | 0.26% | +3,317 | New |
| Becker Capital Management Inc | 3,330 | $336.6K | 0.02% | −693−17.2% | Reduced |
| Pearl River Capital, LLC | 3,354 | $339.0K | 0.06% | −1,541−31.5% | Reduced |
| Grandfield & Dodd, LLC | 3,360 | $339.7K | 0.02% | −106−3.1% | Reduced |
| Machina Capital S.A.S. | 3,362 | $339.8K | 0.63% | +3,362 | New |
| Centennial Bank | 3,364 | $340.0K | 0.19% | +3,364 | New |
| HF Advisory Group, LLC | 3,371 | $340.7K | 0.34% | +3,371 | New |
| Optimum Investment Advisors | 3,375 | $341.1K | 0.18% | +1,500+80.0% | Added |
| WMS Partners, LLC | 3,382 | $341.8K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Services | 3,212 | $342.7K | 0.18% | −91−2.8% | Reduced |
| TRUE Private Wealth Advisors | 3,422 | $345.8K | 0.05% | +221+6.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,440 | $347.7K | 0.08% | +130+3.9% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $351.0K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,478 | $351.5K | 0.04% | +101+3.0% | Added |
| Partners Group Holding AG | 3,487 | $352.4K | 0.03% | −1,584−31.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,494 | $353.1K | 0.04% | −100−2.8% | Reduced |
| Single Point Partners, LLC | 3,498 | $354.0K | 0.09% | +3,498 | New |
| Cannell Peter B & Co Inc | 3,523 | $356.1K | 0.01% | −370,578−99.1% | Reduced |
| Boston Financial Mangement LLC | 3,542 | $358.0K | 0.01% | +143+4.2% | Added |
| Semmax Financial Advisors Inc. | 3,443 | $358.0K | 0.14% | −39−1.1% | Reduced |
| Wallace Advisory Group, LLC | 3,547 | $358.5K | 0.28% | +3,547 | New |
| MMBG Investment Advisors Co. | 3,560 | $360.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,581 | $362.0K | 0.04% | +41+1.2% | Added |
| Yarbrough Capital, LLC | 3,595 | $363.3K | 0.03% | −2,370−39.7% | Reduced |
| Personal Capital Advisors Corp | 3,614 | $365.3K | 0.00% | +214+6.3% | Added |
| Virtu Financial LLC | 3,626 | $366.0K | 0.05% | −6,342−63.6% | Reduced |
| Financial Planning & Information Services, Inc. | 3,637 | $367.6K | 0.08% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,646 | $368.5K | 0.01% | +1,203+49.2% | Added |
| Long Run Wealth Advisors, LLC | 3,667 | $370.6K | 0.13% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,706 | $374.6K | 0.40% | +3,706 | New |
| Silphium Asset Management Ltd | 3,750 | $379.0K | 0.38% | 00.0% | Unchanged |
| Cooper Financial Group | 3,773 | $381.3K | 0.12% | +30+0.8% | Added |
| Heritage Wealth Advisors | 3,800 | $384.1K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 3,805 | $384.6K | 0.35% | +3,805 | New |
| Flagship Harbor Advisors, LLC | 3,821 | $386.1K | 0.04% | +45+1.2% | Added |
| Old National Bancorp | 3,828 | $387.0K | 0.01% | +483+14.4% | Added |
| Segall Bryant & Hamill, LLC | 3,840 | $388.0K | 0.00% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,860 | $390.1K | 0.22% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,867 | $390.8K | 0.03% | +162+4.4% | Added |
| Delphi Management Inc | 3,878 | $392.0K | 0.47% | +3,878 | New |
| Wambolt & Associates, LLC | 3,907 | $394.9K | 0.15% | −150−3.7% | Reduced |
| Capital Investment Advisors, LLC | 3,918 | $396.0K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $402.0K | 0.10% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,978 | $402.0K | 0.25% | +201+5.3% | Added |
| Trillium Asset Management, LLC | 3,973 | $402.0K | 0.01% | +3,973 | New |
| DoubleLine ETF Adviser LP | 3,983 | $402.6K | 0.21% | +3,983 | New |
| Centiva Capital, LP | 3,993 | $403.6K | 0.03% | +2,006+101.0% | Added |
| Argonautica Private Wealth Management, Inc | 3,994 | $403.7K | 0.21% | +3,994 | New |
| Bryn Mawr Trust Co | 4,000 | $404.0K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $404.0K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $404.3K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,825 | $408.0K | 0.01% | +448+13.3% | Added |
| Opal Wealth Advisors, LLC | 4,045 | $408.8K | 0.23% | −268−6.2% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $411.8K | 0.12% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,543 | $412.6K | 0.17% | +3,543 | New |
| Intellectus Partners, LLC | 4,095 | $413.9K | 0.14% | 00.0% | Unchanged |