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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 8,470 | $859.7K | 0.23% | +8,470 | New |
| Veracity Capital LLC | 8,514 | $860.5K | 0.41% | −223−2.6% | Reduced |
| Mitchell Capital Management Co | 8,522 | $861.3K | 0.24% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $863.0K | 0.63% | +8,539 | New |
| Granite Investment Partners, LLC | 8,540 | $863.1K | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,557 | $864.9K | 0.74% | +316+3.8% | Added |
| EP Wealth Advisors, LLC | 8,626 | $871.8K | 0.02% | +8,626 | New |
| Harbour Investments, Inc. | 8,635 | $872.7K | 0.05% | +1,892+28.1% | Added |
| Sompo Asset Management Co., Ltd. | 8,640 | $873.2K | 0.20% | +1,640+23.4% | Added |
| Green Harvest Asset Management LLC | 8,661 | $875.4K | 0.04% | +8,661 | New |
| Freestone Capital Holdings, LLC | 8,671 | $876.4K | 0.04% | −1,135−11.6% | Reduced |
| Grimes & Company, Inc. | 8,689 | $878.2K | 0.04% | +604+7.5% | Added |
| Gamco Investors, Inc. Et Al | 8,700 | $879.3K | 0.01% | −3,800−30.4% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $885.4K | 0.16% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,968 | $906.4K | 0.01% | +211+2.4% | Added |
| Kendall Capital Management | 8,990 | $909.0K | 0.46% | −780−8.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,890 | $910.5K | 0.56% | +8,890 | New |
| Bleakley Financial Group, LLC | 9,026 | $912.3K | 0.03% | +9,026 | New |
| Lebenthal Global Advisors, LLC | 9,041 | $913.8K | 0.30% | +2,754+43.8% | Added |
| Aurora Investment Counsel | 9,149 | $924.7K | 0.64% | −87−0.9% | Reduced |
| Brown Capital Management LLC | 9,175 | $927.3K | 0.02% | −214−2.3% | Reduced |
| Investment Management Corp of Ontario | 9,185 | $928.3K | 0.05% | +9,185 | New |
| Brookstone Capital Management | 9,093 | $929.1K | 0.02% | −160−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 9,204 | $930.2K | 0.09% | +205+2.3% | Added |
| Addison Advisors LLC | 9,212 | $931.1K | 0.56% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,222 | $932.1K | 0.14% | +9,222 | New |
| Merit Financial Group, LLC | 9,278 | $937.7K | 0.03% | +5,129+123.6% | Added |
| Lester Murray Antman dba SimplyRich | 9,450 | $955.0K | 0.38% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,565 | $967.0K | 0.06% | −957−9.1% | Reduced |
| Boston Private Wealth LLC | 9,580 | $968.3K | 0.01% | −180−1.8% | Reduced |
| Integrated Advisors Network LLC | 9,605 | $970.7K | 0.06% | −299−3.0% | Reduced |
| Boston Partners | 9,607 | $971.0K | 0.00% | +9,607 | New |
| Cetera Advisors LLC | 9,642 | $974.5K | 0.02% | +2,278+30.9% | Added |
| Lederer & Associates Investment Counsel | 9,652 | $976.0K | 0.80% | −309−3.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,696 | $980.0K | 0.12% | +9,696 | New |
| Regal Investment Advisors LLC | 9,740 | $984.4K | 0.10% | +87+0.9% | Added |
| Lindbrook Capital, LLC | 9,779 | $988.4K | 0.12% | +5,443+125.5% | Added |
| Focus Financial Network, Inc. | 9,833 | $993.8K | 0.08% | +133+1.4% | Added |
| Ferguson Wellman Capital Management, Inc | 9,865 | $997.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 9,965 | $1.01M | 0.56% | +215+2.2% | Added |
| Seelaus Asset Management LLC | 9,995 | $1.01M | 0.76% | −2,235−18.3% | Reduced |
| Black Swift Group, LLC | 10,000 | $1.01M | 0.40% | +10,000 | New |
| Wexford Capital LP | 10,015 | $1.01M | 0.21% | +10,015 | New |
| Ruffer LLP | 10,000 | $1.01M | 0.07% | −4,000−28.6% | Reduced |
| NFJ Investment Group, LLC | 10,066 | $1.02M | 0.03% | −9,384−48.2% | Reduced |
| Midwest Professional Planners, LTD. | 10,092 | $1.02M | 0.56% | +574+6.0% | Added |
| Banque Cantonale Vaudoise | 10,113 | $1.02M | 0.05% | −48−0.5% | Reduced |
| Clearstead Advisors, LLC | 10,178 | $1.03M | 0.08% | 00.0% | Unchanged |
| Colony Group LLC | 10,183 | $1.03M | 0.01% | −2,781−21.5% | Reduced |
| Moloney Securities Asset Management, LLC | 10,259 | $1.04M | 0.23% | +470+4.8% | Added |
| Smithfield Trust Co | 10,248 | $1.04M | 0.07% | +482+4.9% | Added |
| Coronation Fund Managers Ltd. | 10,268 | $1.04M | 0.03% | −112,873−91.7% | Reduced |
| Gould Capital, LLC | 10,356 | $1.05M | 0.84% | −131−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,372 | $1.05M | 0.40% | +10,372 | New |
| Poehling Capital Management, LLC | 10,384 | $1.05M | 0.39% | +166+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.05M | 0.54% | 00.0% | Unchanged |
| Bray Capital Advisors | 10,434 | $1.05M | 0.33% | −2,721−20.7% | Reduced |
| AdvisorNet Financial, Inc | 10,518 | $1.06M | 0.10% | −10−0.1% | Reduced |
| WCG Wealth Advisors LLC | 10,548 | $1.07M | 0.15% | +926+9.6% | Added |
| GWM Advisors LLC | 18,014 | $1.07M | 0.03% | +1,944+12.1% | Added |
| Pinnacle Associates Ltd | 10,620 | $1.07M | 0.02% | −211−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,657 | $1.08M | 0.08% | +1,275+13.6% | Added |
| SMART Wealth LLC | 10,669 | $1.08M | 0.81% | +10,669 | New |
| Legato Capital Management LLC | 10,689 | $1.08M | 0.21% | +10,689 | New |
| Lionsbridge Wealth Management LLC | 10,704 | $1.08M | 1.05% | +119+1.1% | Added |
| First Interstate Bank | 10,710 | $1.08M | 0.08% | +25+0.2% | Added |
| Jefferies Financial Group Inc. | 10,873 | $1.10M | 0.02% | +10,873 | New |
| Jackson Hole Capital Partners, LLC | 10,884 | $1.10M | 0.33% | −1,983−15.4% | Reduced |
| Great Lakes Advisors, LLC | 109,302 | $1.10M | 0.06% | +58,247+114.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,945 | $1.11M | 0.05% | −1,730−13.6% | Reduced |
| Montecito Bank & Trust | 10,960 | $1.11M | 0.27% | −963−8.1% | Reduced |
| Signaturefd, LLC | 10,970 | $1.11M | 0.03% | −688−5.9% | Reduced |
| Column Capital Advisors, LLC | 10,992 | $1.11M | 0.18% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 11,215 | $1.13M | 0.16% | −200−1.8% | Reduced |
| Shorepoint Capital Partners LLC | 11,236 | $1.14M | 0.32% | +43+0.4% | Added |
| Alps Advisors Inc | 11,246 | $1.14M | 0.01% | −785−6.5% | Reduced |
| AXS Investments LLC | 11,288 | $1.14M | 0.41% | +1,257+12.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 11,330 | $1.15M | 0.10% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 11,400 | $1.15M | 1.49% | −10,200−47.2% | Reduced |
| Raymond James Trust N.A. | 11,581 | $1.17M | 0.04% | +2,052+21.5% | Added |
| Veriti Management LLC | 11,641 | $1.18M | 0.16% | −997−7.9% | Reduced |
| Cumberland Partners Ltd | 11,750 | $1.19M | 0.13% | +2,250+23.7% | Added |
| Pitcairn Co | 11,860 | $1.20M | 0.12% | +57+0.5% | Added |
| Kovack Advisors, Inc. | 11,970 | $1.21M | 0.18% | −16−0.1% | Reduced |
| Barbara Oil Co. | 12,000 | $1.21M | 0.58% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,997 | $1.21M | 0.60% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 12,051 | $1.22M | 0.70% | +12,051 | New |
| Duncker Streett & Co Inc | 12,074 | $1.22M | 0.29% | +170+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 12,077 | $1.22M | 0.40% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,082 | $1.22M | 0.02% | +257+2.2% | Added |
| Davenport & Co LLC | 12,117 | $1.23M | 0.01% | −6,973−36.5% | Reduced |
| Manchester Capital Management LLC | 12,156 | $1.23M | 0.18% | +4,946+68.6% | Added |
| Ifrah Financial Services, Inc. | 12,159 | $1.23M | 0.40% | −382−3.0% | Reduced |
| Balentine LLC | 12,166 | $1.23M | 0.04% | +1,255+11.5% | Added |
| Dean Investment Associates, LLC | 12,219 | $1.23M | 0.21% | −1,241−9.2% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.24M | 0.21% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12,293 | $1.24M | 0.13% | −42−0.3% | Reduced |
| E Fund Management Co., Ltd. | 12,389 | $1.25M | 0.10% | −588−4.5% | Reduced |
| Quantinno Capital Management LP | 12,392 | $1.25M | 0.09% | +12,392 | New |
| Greenleaf Trust | 12,541 | $1.27M | 0.02% | +858+7.3% | Added |