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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 5,721 | $578.0K | 0.09% | −233−3.9% | Reduced |
| Atlas Capital Advisors LLC | 5,763 | $582.5K | 0.10% | −1,338−18.8% | Reduced |
| Rehmann Capital Advisory Group | 5,837 | $589.9K | 0.06% | −334−5.4% | Reduced |
| Boston Trust Walden Corp | 5,893 | $595.6K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,927 | $599.0K | 0.05% | +10.0% | Added |
| Thoroughbred Financial Services, LLC | 5,946 | $600.0K | 0.10% | −596−9.1% | Reduced |
| Sigma Planning Corp | 5,941 | $600.5K | 0.02% | −53−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 5,885 | $608.0K | 0.05% | −2,867−32.8% | Reduced |
| Park Avenue Securities LLC | 6,038 | $610.0K | 0.01% | +1,564+35.0% | Added |
| Whittier Trust Co | 6,049 | $611.4K | 0.01% | −2,659−30.5% | Reduced |
| Wealth Alliance | 6,050 | $611.5K | 0.11% | +2,374+64.6% | Added |
| Eukles Asset Management | 6,094 | $616.0K | 0.36% | +27+0.4% | Added |
| MAI Capital Management | 6,120 | $618.5K | 0.01% | +1,379+29.1% | Added |
| Sun Life Financial INC | 6,104 | $620.4K | 0.05% | −473−7.2% | Reduced |
| Aspire Private Capital, LLC | 6,155 | $622.1K | 0.22% | +352+6.1% | Added |
| Integral Investment Advisors, Inc. | 6,168 | $623.4K | 0.48% | +158+2.6% | Added |
| Kingsview Wealth Management, LLC | 6,261 | $632.8K | 0.03% | −145−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 6,272 | $633.9K | 0.02% | +585+10.3% | Added |
| Baker Avenue Asset Management, LP | 6,321 | $638.8K | 0.04% | +1,308+26.1% | Added |
| Keybank National Association | 6,336 | $640.4K | 0.00% | −192−2.9% | Reduced |
| Legacy Trust | 6,352 | $642.0K | 0.20% | +6,352 | New |
| Wintrust Investments LLC | 6,349 | $642.0K | 0.08% | −65−1.0% | Reduced |
| Magnolia Capital Advisors LLC | 6,391 | $646.0K | 0.43% | +4,239+197.0% | Added |
| Beacon Pointe Advisors, LLC | 6,392 | $646.0K | 0.01% | −2,068−24.4% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $646.8K | 0.49% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,423 | $649.2K | 0.12% | −328−4.9% | Reduced |
| Mutual Advisors, LLC | 6,430 | $649.9K | 0.03% | +131+2.1% | Added |
| Shelton Capital Management | 6,500 | $657.0K | 0.07% | −117,471−94.8% | Reduced |
| First Washington CORP | 6,500 | $657.0K | 0.32% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,521 | $659.1K | 0.19% | +565+9.5% | Added |
| Clarius Group, LLC | 6,563 | $663.0K | 0.06% | −381−5.5% | Reduced |
| Certified Advisory Corp | 6,646 | $671.7K | 0.13% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,651 | $672.2K | 0.08% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 6,682 | $675.0K | 0.34% | −478−6.7% | Reduced |
| SkyOak Wealth, LLC | 6,700 | $677.2K | 0.23% | −678−9.2% | Reduced |
| Chesapeake Wealth Management | 6,731 | $680.3K | 0.30% | −202−2.9% | Reduced |
| Schechter Investment Advisors, LLC | 6,737 | $680.9K | 0.06% | +1,076+19.0% | Added |
| Townsend Asset Management Corp | 6,745 | $681.7K | 0.34% | −100−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 6,753 | $682.5K | 0.02% | +1,127+20.0% | Added |
| Wright Investors Service Inc | 6,779 | $685.2K | 0.20% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,830 | $690.3K | 0.06% | −50−0.7% | Reduced |
| Sheets Smith Wealth Management | 6,836 | $690.9K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,866 | $693.9K | 0.07% | +3,931+133.9% | Added |
| Boston Common Asset Management, LLC | 6,864 | $694.0K | 0.03% | −499−6.8% | Reduced |
| City Holding Co | 6,873 | $694.6K | 0.13% | +1,026+17.5% | Added |
| Nicolet Bankshares Inc | 6,939 | $701.3K | 0.24% | +10+0.1% | Added |
| Sand Hill Global Advisors, LLC | 6,986 | $706.1K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 6,990 | $706.5K | 0.17% | +841+13.7% | Added |
| Dryden Capital, LLC | 7,000 | $707.5K | 0.94% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,002 | $707.7K | 0.15% | +368+5.5% | Added |
| Voya Financial Advisors, Inc. | 7,051 | $715.7K | 0.09% | −1,073−13.2% | Reduced |
| Meritage Portfolio Management | 7,099 | $717.0K | 0.06% | −230−3.1% | Reduced |
| Wesbanco Bank Inc | 7,108 | $718.0K | 0.03% | +7,108 | New |
| Bamco Inc | 7,200 | $727.7K | 0.00% | +5,200+260.0% | Added |
| VeraBank, N.A. | 7,259 | $733.7K | 0.37% | +129+1.8% | Added |
| ARGI Investment Services, LLC | 7,265 | $734.0K | 0.02% | +15+0.2% | Added |
| Abacus Wealth Partners, LLC | 7,328 | $740.6K | 0.26% | 00.0% | Unchanged |
| Wellington Management Group LLP | 7,349 | $742.8K | 0.00% | −60,969−89.2% | Reduced |
| First National Advisers, LLC | 7,347 | $743.0K | 0.95% | +786+12.0% | Added |
| Abacus Planning Group, Inc. | 7,371 | $745.0K | 0.20% | −33−0.4% | Reduced |
| Cigna Investments Inc | 7,390 | $747.0K | 0.16% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7,417 | $749.6K | 0.51% | +7,417 | New |
| Stratos Wealth Partners, LTD. | 7,460 | $754.0K | 0.02% | −188−2.5% | Reduced |
| Strategic Investment Advisors | 7,461 | $754.1K | 0.16% | +655+9.6% | Added |
| SRS Capital Advisors, Inc. | 7,462 | $754.2K | 0.10% | +180+2.5% | Added |
| Fragasso Group Inc. | 7,490 | $757.0K | 0.09% | +7,490 | New |
| Wahed Invest LLC | 7,499 | $757.9K | 0.39% | +701+10.3% | Added |
| Landaas & Co | 7,548 | $763.0K | 0.42% | −1,436−16.0% | Reduced |
| Equitable Holdings, Inc. | 7,551 | $763.2K | 0.01% | −2,726−26.5% | Reduced |
| Global Retirement Partners, LLC | 7,560 | $764.1K | 0.05% | −494−6.1% | Reduced |
| Stevard, LLC | 7,600 | $768.1K | 0.66% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 7,614 | $769.5K | 0.23% | −102−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 7,631 | $771.0K | 0.02% | +89+1.2% | Added |
| Seeyond | 7,682 | $776.4K | 0.08% | +5,457+245.3% | Added |
| RDA Financial Network | 7,688 | $777.0K | 0.39% | +7,688 | New |
| Spinnaker Trust | 7,716 | $780.0K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,742 | $782.5K | 0.20% | +31+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,762 | $784.5K | 0.37% | +7,762 | New |
| Fortis Capital Management LLC | 7,848 | $793.2K | 0.59% | −219−2.7% | Reduced |
| Financial Insights, Inc. | 7,857 | $794.1K | 0.38% | +7,857 | New |
| Zeke Capital Advisors, LLC | 7,862 | $794.6K | 0.05% | +421+5.7% | Added |
| Archford Capital Strategies, LLC | 7,882 | $796.6K | 0.18% | −409−4.9% | Reduced |
| Johnson Investment Counsel Inc | 7,899 | $798.4K | 0.01% | −30−0.4% | Reduced |
| Washington Trust Co | 7,953 | $803.8K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,978 | $806.3K | 0.07% | −567−6.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,992 | $807.8K | 0.01% | −147−1.8% | Reduced |
| Bridgefront Capital, LLC | 8,055 | $814.1K | 0.57% | +8,055 | New |
| Stock Yards Bank & Trust Co | 8,133 | $822.0K | 0.03% | +360+4.6% | Added |
| Peoples Bank | 8,165 | $825.2K | 0.53% | −130−1.6% | Reduced |
| FDx Advisors, Inc. | 8,183 | $827.0K | 0.04% | +467+6.1% | Added |
| Johnson Financial Group, Inc. | 8,191 | $827.9K | 0.07% | −155−1.9% | Reduced |
| Coldstream Capital Management Inc | 8,219 | $830.7K | 0.03% | +8,219 | New |
| Tectonic Advisors LLC | 8,229 | $831.7K | 0.13% | +678+9.0% | Added |
| First Nebraska Trust Co | 8,235 | $832.3K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 8,906 | $833.3K | 0.39% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,343 | $836.0K | 0.67% | −254−3.0% | Reduced |
| ICW Investment Advisors LLC | 8,375 | $846.6K | 0.51% | +86+1.0% | Added |
| Los Angeles Capital Management LLC | 8,395 | $848.5K | 0.00% | −68−0.8% | Reduced |
| WealthShield Partners, LLC | 8,424 | $851.4K | 0.16% | +8,424 | New |
| Secure Asset Management, LLC | 8,425 | $851.5K | 0.31% | +6,269+290.8% | Added |