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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 4,092 | $414.0K | 0.28% | −150−3.5% | Reduced |
| Continuum Advisory, LLC | 4,130 | $417.4K | 0.08% | +48+1.2% | Added |
| IFP Advisors, Inc | 5,494 | $418.0K | 0.01% | −3,378−38.1% | Reduced |
| PGGM Investments | 4,142 | $419.0K | 0.01% | +4,142 | New |
| CWA Asset Management Group, LLC | 4,149 | $419.3K | 0.03% | +175+4.4% | Added |
| Fishman Jay A Ltd | 4,180 | $422.5K | 0.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,185 | $423.0K | 0.19% | −35−0.8% | Reduced |
| Hoylecohen, LLC | 4,215 | $426.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,224 | $427.0K | 0.01% | +100+2.4% | Added |
| STF Management LP | 4,236 | $428.1K | 0.61% | +4,236 | New |
| Legacy Wealth Management, LLC | 4,242 | $428.7K | 0.25% | −129−3.0% | Reduced |
| Sentry Investment Management LLC | 4,253 | $430.0K | 0.19% | +109+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,263 | $430.9K | 0.01% | +138+3.3% | Added |
| Bartlett & Co. LLC | 4,263 | $431.0K | 0.01% | +138+3.3% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $432.6K | 0.10% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,282 | $432.8K | 0.06% | +50+1.2% | Added |
| Federated Hermes, Inc. | 4,286 | $433.2K | 0.00% | −956−18.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,292 | $433.8K | 0.02% | +1,113+35.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,298 | $434.0K | 0.02% | +1,092+34.1% | Added |
| Tiemann Investment Advisors, LLC | 4,300 | $434.6K | 0.25% | −50−1.1% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $435.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,328 | $437.4K | 0.05% | −140−3.1% | Reduced |
| ERn Financial, LLC | 4,345 | $439.1K | 0.10% | +43+1.0% | Added |
| First Heartland Consultants, Inc. | 4,362 | $440.9K | 0.07% | +73+1.7% | Added |
| Belpointe Asset Management LLC | 4,366 | $441.2K | 0.03% | +555+14.6% | Added |
| Court Place Advisors, LLC | 4,368 | $441.5K | 0.16% | +4,368 | New |
| Herr Investment Group LLC | 4,376 | $442.3K | 0.08% | +4,376 | New |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $443.0K | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,392 | $443.9K | 0.11% | +335+8.3% | Added |
| Kula Investments, LLC | 4,404 | $445.1K | 0.16% | +4,404 | New |
| EverSource Wealth Advisors, LLC | 4,405 | $445.2K | 0.07% | +4,004+998.5% | Added |
| KCS Wealth Advisory | 4,406 | $445.3K | 0.19% | +26+0.6% | Added |
| Verition Fund Management LLC | 4,414 | $446.1K | 0.01% | −6,327−58.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,411 | $447.7K | 0.03% | +4,411 | New |
| Checchi Capital Advisers, LLC | 4,430 | $447.7K | 0.05% | −241−5.2% | Reduced |
| Santori & Peters | 4,431 | $447.8K | 0.26% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $449.0K | 0.48% | +4,447 | New |
| Boston Family Office LLC | 4,450 | $450.0K | 0.04% | −125−2.7% | Reduced |
| Moran Wealth Management, LLC | 4,464 | $451.2K | 0.02% | +4,464 | New |
| Sawtooth Solutions, LLC | 4,491 | $453.9K | 0.06% | +332+8.0% | Added |
| Condor Capital Management | 4,494 | $454.2K | 0.06% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,500 | $454.8K | 0.39% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,872 | $455.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,528 | $458.0K | 0.60% | +296+7.0% | Added |
| Legacy Wealth Asset Management, LLC | 4,570 | $461.9K | 0.18% | +70+1.6% | Added |
| Cascade Investment Group, Inc. | 4,573 | $462.2K | 0.48% | +4,573 | New |
| Exencial Wealth Advisors, LLC | 4,617 | $466.6K | 0.03% | +630+15.8% | Added |
| Symmetry Partners, LLC | 4,645 | $469.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,648 | $469.8K | 0.02% | +324+7.5% | Added |
| Assetmark, Inc | 4,660 | $471.0K | 0.00% | −45−1.0% | Reduced |
| 1st Source Bank | 4,715 | $476.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,725 | $477.6K | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,779 | $483.0K | 0.04% | +2,418+102.4% | Added |
| Paragon Capital Management Ltd | 4,800 | $485.1K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 4,801 | $485.2K | 0.02% | −595−11.0% | Reduced |
| Arden Trust Co | 4,806 | $485.7K | 0.10% | −10.0% | Reduced |
| Summit Trail Advisors, LLC | 4,843 | $489.5K | 0.02% | −59−1.2% | Reduced |
| Outlook Wealth Advisors, LLC | 4,852 | $490.4K | 0.23% | +87+1.8% | Added |
| Eqis Capital Management, Inc. | 4,863 | $491.5K | 0.06% | −178−3.5% | Reduced |
| Mystic Asset Management, Inc. | 4,871 | $492.3K | 0.28% | +60+1.2% | Added |
| Tributary Capital Management, LLC | 4,875 | $493.0K | 0.05% | −75−1.5% | Reduced |
| Ellis Investment Partners, LLC | 4,880 | $493.2K | 0.13% | 00.0% | Unchanged |
| Vista Investment Management | 4,888 | $494.0K | 0.28% | +129+2.7% | Added |
| Qsemble Capital Management, LP | 4,900 | $495.2K | 0.34% | +4,900 | New |
| Apollon Wealth Management, LLC | 4,901 | $495.3K | 0.04% | +393+8.7% | Added |
| Roberts Glore & Co Inc | 4,936 | $498.9K | 0.17% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,952 | $500.5K | 0.01% | +339+7.3% | Added |
| AIA Group Ltd | 4,953 | $500.6K | 0.03% | −2,851−36.5% | Reduced |
| Goelzer Investment Management, Inc. | 4,984 | $503.7K | 0.04% | −1,800−26.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,997 | $505.0K | 0.02% | +4,997 | New |
| NorthRock Partners, LLC | 5,066 | $512.0K | 0.06% | +1,224+31.9% | Added |
| First Foundation Advisors | 5,072 | $512.6K | 0.02% | −3,622−41.7% | Reduced |
| Forbes J M & Co LLP | 5,096 | $515.0K | 0.07% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 5,106 | $516.1K | 0.59% | −418−7.6% | Reduced |
| Optas, LLC | 5,115 | $517.0K | 0.21% | +190+3.9% | Added |
| Maven Securities LTD | 5,122 | $517.7K | 0.10% | −5,749−52.9% | Reduced |
| Principle Wealth Partners LLC | 5,125 | $518.0K | 0.06% | +225+4.6% | Added |
| Crumly & Associates Inc. | 5,156 | $521.1K | 0.20% | +798+18.3% | Added |
| Hilltop Holdings Inc. | 5,158 | $521.3K | 0.07% | −314−5.7% | Reduced |
| Rollins Financial | 5,176 | $523.2K | 0.20% | +5,176 | New |
| Bridge Advisory, LLC | 5,200 | $525.6K | 0.22% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,238 | $529.4K | 0.02% | −1,780−25.4% | Reduced |
| Delta Financial Group, Inc. | 5,277 | $532.0K | 0.24% | +5,277 | New |
| Epic Trust Investment Advisors, LLC | 5,277 | $533.0K | 0.80% | −370−6.6% | Reduced |
| United Community Bank | 5,291 | $534.8K | 0.52% | −85−1.6% | Reduced |
| Ballentine Partners, LLC | 5,299 | $535.6K | 0.02% | +153+3.0% | Added |
| Tudor Investment Corp Et Al | 5,349 | $541.0K | 0.01% | +5,349 | New |
| Retirement Planning Co of New England, Inc. | 5,412 | $547.0K | 0.36% | +60+1.1% | Added |
| AtonRa Partners | 5,420 | $547.8K | 0.70% | −2,263−29.5% | Reduced |
| Savant Capital, LLC | 5,442 | $550.0K | 0.01% | +226+4.3% | Added |
| Fairfield, Bush & Co. | 5,490 | $554.9K | 0.37% | 00.0% | Unchanged |
| NBT Bank N A | 5,493 | $555.2K | 0.08% | +75+1.4% | Added |
| Axxcess Wealth Management, LLC | 5,578 | $563.8K | 0.05% | +2,376+74.2% | Added |
| Bank of Stockton | 5,609 | $567.0K | 0.20% | −200−3.4% | Reduced |
| Shepherd Financial Partners LLC | 5,619 | $567.9K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,621 | $568.1K | 0.02% | −3,318−37.1% | Reduced |
| Transcend Wealth Collective, LLC | 5,627 | $568.7K | 0.06% | +15+0.3% | Added |
| Copperwynd Financial, LLC | 5,635 | $569.5K | 0.32% | −20,542−78.5% | Reduced |
| LVM Capital Management Ltd | 5,635 | $570.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,707 | $576.8K | 0.01% | +3,435+151.2% | Added |