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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 12,649 | $1.28M | 0.24% | +12,649 | New |
| Atria Wealth Solutions, Inc. | 12,942 | $1.31M | 0.02% | +100+0.8% | Added |
| AdvisorShares Investments LLC | 12,974 | $1.31M | 0.37% | −333−2.5% | Reduced |
| Independence Bank of Kentucky | 13,105 | $1.32M | 0.59% | −185−1.4% | Reduced |
| Provident Trust Co | 13,184 | $1.33M | 0.04% | +10,000+314.1% | Added |
| Mill Creek Capital Advisors, LLC | 13,271 | $1.34M | 0.06% | +13,271 | New |
| MTM Investment Management, LLC | 13,330 | $1.35M | 0.70% | −841−5.9% | Reduced |
| Malaga Cove Capital, LLC | 13,379 | $1.35M | 0.74% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 13,444 | $1.36M | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 13,486 | $1.36M | 0.25% | +13,486 | New |
| Main Street Financial Solutions, LLC | 13,529 | $1.37M | 0.22% | +627+4.9% | Added |
| Moody National Bank Trust Division | 13,632 | $1.38M | 0.12% | +543+4.1% | Added |
| Harbor Investment Advisory, LLC | 13,757 | $1.39M | 0.22% | +724+5.6% | Added |
| Howland Capital Management LLC | 14,072 | $1.42M | 0.09% | −1,000−6.6% | Reduced |
| Brown Brothers Harriman & Co | 14,104 | $1.43M | 0.01% | −673−4.6% | Reduced |
| Centurion Wealth Management LLC | 14,179 | $1.43M | 0.81% | +14,179 | New |
| Fairbanks Capital Management, Inc. | 14,181 | $1.43M | 1.27% | −42−0.3% | Reduced |
| CAPROCK Group, Inc. | 14,207 | $1.44M | 0.13% | +1,034+7.8% | Added |
| HBK Sorce Advisory LLC | 14,224 | $1.44M | 0.04% | +7,147+101.0% | Added |
| Annex Advisory Services, LLC | 14,504 | $1.47M | 0.08% | −1,473−9.2% | Reduced |
| Abundance Wealth Counselors | 14,574 | $1.47M | 0.40% | +1,195+8.9% | Added |
| Tiaa, FSB | 14,757 | $1.49M | 0.01% | +824+5.9% | Added |
| Guardian Capital LP | 14,860 | $1.50M | 0.05% | −1,180−7.4% | Reduced |
| Engineers Gate Manager LP | 15,064 | $1.52M | 0.09% | −55,779−78.7% | Reduced |
| Wedbush Securities Inc | 15,130 | $1.53M | 0.08% | −91−0.6% | Reduced |
| Summit Financial Group Inc | 15,165 | $1.53M | 0.61% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,289 | $1.55M | 0.15% | −257−1.7% | Reduced |
| Waycross Partners, LLC | 15,300 | $1.55M | 0.56% | +500+3.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 15,318 | $1.55M | 0.51% | −1,066−6.5% | Reduced |
| Palisade Asset Management, LLC | 15,382 | $1.55M | 0.18% | −570−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,394 | $1.56M | 0.06% | +13,063+560.4% | Added |
| Wetherby Asset Management Inc | 15,466 | $1.56M | 0.10% | −1,510−8.9% | Reduced |
| Veritable, L.P. | 15,474 | $1.56M | 0.03% | +396+2.6% | Added |
| Umb Bank N A | 15,499 | $1.57M | 0.02% | −1,644−9.6% | Reduced |
| Northwest & Ethical Investments L.P. | 15,535 | $1.57M | 0.05% | −9,801−38.7% | Reduced |
| Cunning Capital Partners, LP | 15,575 | $1.57M | 1.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15,589 | $1.58M | 0.00% | +814+5.5% | Added |
| Sheets Smith Investment Management | 13,542 | $1.58M | 1.73% | +13,542 | New |
| South Dakota Investment Council | 15,639 | $1.58M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 15,720 | $1.59M | 0.16% | +1,602+11.3% | Added |
| Spire Wealth Management | 15,777 | $1.59M | 0.09% | +28+0.2% | Added |
| Paradigm Asset Management Co LLC | 15,800 | $1.60M | 0.45% | +15,800 | New |
| Keeler Thomas Management LLC | 15,856 | $1.60M | 0.81% | −766−4.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 15,913 | $1.61M | 0.03% | −587−3.6% | Reduced |
| Burney Co | 15,927 | $1.61M | 0.08% | +5,897+58.8% | Added |
| Wolf Group Capital Advisors | 16,012 | $1.62M | 0.76% | −992−5.8% | Reduced |
| North Star Investment Management Corp. | 16,018 | $1.62M | 0.14% | +18+0.1% | Added |
| Accurate Wealth Management, LLC | 16,169 | $1.63M | 0.60% | −12,222−43.0% | Reduced |
| Pathstone Family Office, LLC | 24,763 | $1.64M | 0.03% | +9,690+64.3% | Added |
| Credential Qtrade Securities Inc. | 16,234 | $1.64M | 0.12% | −230−1.4% | Reduced |
| Mission Wealth Management, LP | 16,295 | $1.65M | 0.08% | −502−3.0% | Reduced |
| Central Trust Co | 16,302 | $1.65M | 0.05% | +11,690+253.5% | Added |
| GDS Wealth Management | 16,350 | $1.65M | 0.32% | +16,350 | New |
| Meridian Wealth Advisors, LLC | 16,461 | $1.66M | 0.43% | +16,461 | New |
| Scotia Capital Inc. | 16,545 | $1.67M | 0.01% | +3,240+24.4% | Added |
| Jacobi Capital Management LLC | 16,707 | $1.69M | 0.21% | +450+2.8% | Added |
| SYSTM Wealth Solutions LLC | 16,720 | $1.69M | 0.21% | +16,720 | New |
| Choate Investment Advisors | 16,960 | $1.71M | 0.10% | +8,115+91.7% | Added |
| Resources Investment Advisors, LLC. | 17,083 | $1.73M | 0.05% | +8,192+92.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,332 | $1.75M | 0.09% | −230−1.3% | Reduced |
| Achmea Investment Management B.V. | 18,539 | $1.76M | 0.06% | +9,674+109.1% | Added |
| Chicago Trust Co NA | 17,407 | $1.76M | 0.44% | −399−2.2% | Reduced |
| Metis Global Partners, LLC | 17,406 | $1.76M | 0.16% | +7,383+73.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,469 | $1.77M | 0.20% | 00.0% | Unchanged |
| American Century Companies Inc | 17,521 | $1.77M | 0.00% | +3,185+22.2% | Added |
| Horizon Investments, LLC | 17,523 | $1.77M | 0.05% | +3,994+29.5% | Added |
| CWM, LLC | 17,551 | $1.77M | 0.01% | +2,567+17.1% | Added |
| Harbor Capital Advisors, Inc. | 17,647 | $1.78M | 1.77% | +17,647 | New |
| U.S. Capital Wealth Advisors, LLC | 17,685 | $1.79M | 0.08% | −1,708−8.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 17,866 | $1.81M | 0.55% | +926+5.5% | Added |
| We Are One Seven, LLC | 17,897 | $1.81M | 0.18% | +404+2.3% | Added |
| CoreCap Advisors, LLC | 18,127 | $1.83M | 0.13% | +18,127 | New |
| Birch Capital Management, LLC | 18,423 | $1.86M | 1.28% | +1,316+7.7% | Added |
| Jacobsen Capital Management | 18,500 | $1.87M | 1.00% | −2,387−11.4% | Reduced |
| WESCAP Management Group, Inc. | 18,575 | $1.88M | 0.66% | −155−0.8% | Reduced |
| LaFleur & Godfrey LLC | 18,660 | $1.89M | 0.31% | +2,070+12.5% | Added |
| Graham Capital Management, L.P. | 19,107 | $1.93M | 0.07% | +14,232+291.9% | Added |
| Ellenbecker Investment Group | 19,152 | $1.94M | 0.57% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 19,151 | $1.94M | 0.26% | −77−0.4% | Reduced |
| Altrafin AG | 19,200 | $1.94M | 1.14% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 19,502 | $1.97M | 0.15% | −200−1.0% | Reduced |
| West Tower Group, LLC | 19,510 | $1.97M | 5.38% | +19,510 | New |
| Buttonwood Financial Advisors Inc. | 19,657 | $1.99M | 1.67% | −368−1.8% | Reduced |
| Qube Research & Technologies Ltd | 19,732 | $1.99M | 0.01% | −272,051−93.2% | Reduced |
| Everence Capital Management Inc | 19,746 | $2.00M | 0.17% | −1,620−7.6% | Reduced |
| Vontobel Holding Ltd. | 20,030 | $2.00M | 0.02% | +3,515+21.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,904 | $2.01M | 0.05% | −3,852−16.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,023 | $2.02M | 0.03% | −542−2.6% | Reduced |
| Hall Laurie J Trustee | 20,065 | $2.03M | 0.91% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20,234 | $2.04M | 0.12% | −614−2.9% | Reduced |
| Leonteq Securities AG | 20,268 | $2.05M | 0.11% | +637+3.2% | Added |
| Campbell Newman Asset Management Inc | 20,590 | $2.08M | 0.21% | −96−0.5% | Reduced |
| Albert D Mason Inc | 20,707 | $2.09M | 1.49% | +107+0.5% | Added |
| Arabesque Asset Management Ltd | 21,166 | $2.14M | 0.72% | +21,166 | New |
| Benchmark Investment Advisors LLC | 21,265 | $2.15M | 2.27% | −250−1.2% | Reduced |
| Regent Investment Management LLC | 21,443 | $2.17M | 0.58% | −155−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,548 | $2.18M | 0.04% | +586+2.8% | Added |
| Pacer Advisors, Inc. | 21,676 | $2.19M | 0.01% | +763+3.6% | Added |
| Ameritas Investment Partners, Inc. | 21,163 | $2.23M | 0.09% | −925−4.2% | Reduced |
| Argyle Capital Management Inc. | 22,106 | $2.23M | 0.77% | 00.0% | Unchanged |