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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 22,316 | $2.26M | 0.04% | +5,463+32.4% | Added |
| Trinity Financial Advisors LLC | 22,498 | $2.27M | 1.49% | 00.0% | Unchanged |
| True North Advisors, LLC | 22,506 | $2.27M | 0.78% | +40.0% | Added |
| Cary Street Partners Asset Management LLC | 22,602 | $2.28M | 0.46% | +2,010+9.8% | Added |
| Carmel Capital Management L.L.C. | 22,715 | $2.30M | 1.42% | +400+1.8% | Added |
| JustInvest LLC | 22,919 | $2.32M | 0.10% | −1,897−7.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,921 | $2.32M | 0.20% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 22,960 | $2.32M | 0.97% | −2,240−8.9% | Reduced |
| Dillon & Associates Inc | 23,112 | $2.33M | 0.50% | +2,982+14.8% | Added |
| Toroso Investments, LLC | 23,246 | $2.35M | 0.09% | +11,362+95.6% | Added |
| Advisory Services Network, LLC | 23,280 | $2.35M | 0.07% | +1,695+7.9% | Added |
| Okabena Investment Services Inc | 23,323 | $2.36M | 1.70% | −171−0.7% | Reduced |
| Wisconsin Capital Management LLC | 23,323 | $2.36M | 1.79% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 23,379 | $2.36M | 0.95% | −119−0.5% | Reduced |
| Moors & Cabot, Inc. | 23,535 | $2.38M | 0.17% | +290+1.2% | Added |
| Ieq Capital, LLC | 23,596 | $2.38M | 0.07% | +2,552+12.1% | Added |
| Capstone Investment Advisors, LLC | 23,857 | $2.41M | 0.06% | −12,785−34.9% | Reduced |
| Crescent Grove Advisors, LLC | 24,000 | $2.43M | 0.25% | −2,890−10.7% | Reduced |
| Old Second National Bank of Aurora | 24,074 | $2.43M | 0.72% | −315−1.3% | Reduced |
| Stephens Inc | 24,101 | $2.44M | 0.05% | +13,474+126.8% | Added |
| Bridges Investment Management Inc | 24,165 | $2.44M | 0.09% | −7,435−23.5% | Reduced |
| First Citizens Bank & Trust Co | 24,211 | $2.45M | 0.07% | +1,071+4.6% | Added |
| Agate Pass Investment Management, LLC | 24,391 | $2.47M | 1.74% | −975−3.8% | Reduced |
| Eads & Heald Wealth Management | 24,498 | $2.48M | 1.26% | +385+1.6% | Added |
| Vestcor Inc | 24,543 | $2.48M | 0.09% | +10,073+69.6% | Added |
| Robinson Value Management, Ltd. | 24,683 | $2.49M | 2.15% | +169+0.7% | Added |
| Marietta Investment Partners LLC | 24,915 | $2.52M | 0.71% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 24,983 | $2.53M | 0.12% | +4,913+24.5% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $2.53M | 0.04% | +25,000 | New |
| United Services Automobile Association | 25,011 | $2.53M | 0.06% | +1,433+6.1% | Added |
| Cary Street Partner Investment Advisory LLC | 25,112 | $2.54M | 0.19% | −1,031−3.9% | Reduced |
| Headlands Technologies LLC | 25,119 | $2.54M | 2.01% | +25,119 | New |
| Anderson Hoagland & Co | 24,909 | $2.55M | 0.37% | +142+0.6% | Added |
| Twin Capital Management Inc | 25,668 | $2.59M | 0.34% | +25,668 | New |
| Soltis Investment Advisors LLC | 25,897 | $2.62M | 0.34% | +25,897 | New |
| Robbins Farley LLC | 26,120 | $2.64M | 2.04% | +9,132+53.8% | Added |
| Capital City Trust Co | 26,230 | $2.65M | 0.87% | −902−3.3% | Reduced |
| Barry Investment Advisors, LLC | 26,385 | $2.67M | 0.84% | −1,577−5.6% | Reduced |
| Occudo Quantitative Strategies LP | 26,489 | $2.68M | 0.31% | +26,489 | New |
| Dempze Nancy E | 26,747 | $2.70M | 2.64% | +383+1.5% | Added |
| Baldwin Investment Management, LLC | 26,785 | $2.71M | 0.49% | −71−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 26,702 | $2.71M | 0.44% | +100+0.4% | Added |
| Harvest Volatility Management LLC | 26,808 | $2.71M | 0.55% | −7,123−21.0% | Reduced |
| Wealthfront Advisers LLC | 26,913 | $2.72M | 0.01% | −1,329−4.7% | Reduced |
| Glenmede Trust Co NA | 26,920 | $2.72M | 0.02% | +4,408+19.6% | Added |
| Peddock Capital Advisors, LLC | 26,944 | $2.72M | 1.05% | +386+1.5% | Added |
| Indiana Trust & Investment Management CO | 27,112 | $2.74M | 1.55% | −49−0.2% | Reduced |
| Advisor Partners II, LLC | 27,188 | $2.75M | 0.17% | +2,219+8.9% | Added |
| Mount Yale Investment Advisors, LLC | 27,209 | $2.75M | 0.31% | −434−1.6% | Reduced |
| Bokf, NA | 27,533 | $2.78M | 0.05% | +2,283+9.0% | Added |
| Tower Research Capital LLC (TRC) | 27,699 | $2.80M | 0.12% | −123,333−81.7% | Reduced |
| National Asset Management, Inc. | 27,777 | $2.81M | 0.08% | −4,688−14.4% | Reduced |
| Triad Investment Management | 27,842 | $2.81M | 4.40% | +120.0% | Added |
| Brown, Lisle/Cummings, Inc. | 27,960 | $2.83M | 1.52% | +450+1.6% | Added |
| Fiduciary Trust Co | 28,004 | $2.83M | 0.06% | −289−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 28,198 | $2.85M | 0.02% | −2,498−8.1% | Reduced |
| EagleClaw Capital Managment, LLC | 28,235 | $2.85M | 0.69% | +3,525+14.3% | Added |
| Clayton Partners LLC | 28,282 | $2.86M | 2.70% | +26+0.1% | Added |
| First Horizon Advisors, Inc. | 28,542 | $2.88M | 0.11% | −980−3.3% | Reduced |
| Verdence Capital Advisors LLC | 28,761 | $2.91M | 0.36% | −10,977−27.6% | Reduced |
| Cubist Systematic Strategies, LLC | 28,790 | $2.91M | 0.02% | −27,191−48.6% | Reduced |
| Allstate Corp | 28,863 | $2.92M | 0.09% | +359+1.3% | Added |
| Allstate Investment Management Co | 28,863 | $2.92M | 0.09% | +28,863 | New |
| Vestmark Advisory Solutions, Inc. | 28,900 | $2.92M | 0.14% | −128−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 28,937 | $2.92M | 0.10% | +1,154+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,039 | $2.93M | 0.22% | −120.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 29,068 | $2.94M | 0.37% | +808+2.9% | Added |
| TownSquare Capital, LLC | 29,574 | $2.99M | 0.07% | −733−2.4% | Reduced |
| La Banque Postale Asset Management SA | 29,586 | $2.99M | 0.09% | +29,586 | New |
| Howe & Rusling Inc | 29,620 | $2.99M | 0.38% | +11,855+66.7% | Added |
| Horan Capital Advisors, LLC. | 29,639 | $3.00M | 1.31% | +70+0.2% | Added |
| Stonnington Group, LLC | 29,862 | $3.02M | 0.83% | −2,000−6.3% | Reduced |
| Canada Pension Plan Investment Board | 29,950 | $3.03M | 0.01% | +28,337+1,756.8% | Added |
| BancorpSouth Bank | 29,967 | $3.03M | 0.28% | −319−1.1% | Reduced |
| Captrust Financial Advisors | 30,241 | $3.06M | 0.02% | −92−0.3% | Reduced |
| New Mexico Educational Retirement Board | 30,316 | $3.06M | 0.16% | +600+2.0% | Added |
| Page Arthur B | 30,386 | $3.07M | 3.02% | −300−1.0% | Reduced |
| Prudential PLC | 30,390 | $3.07M | 0.04% | +17,466+135.1% | Added |
| Jag Capital Management, LLC | 30,885 | $3.12M | 0.45% | +1,233+4.2% | Added |
| Credit Agricole S A | 31,127 | $3.15M | 0.12% | +6,927+28.6% | Added |
| Ami Investment Management Inc | 31,327 | $3.17M | 1.64% | +1,225+4.1% | Added |
| South State Corp. | 31,398 | $3.17M | 0.29% | +1,073+3.5% | Added |
| Carderock Capital Management Inc | 31,563 | $3.19M | 1.32% | +6,805+27.5% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.19M | 0.70% | +25,000+380.9% | Added |
| Madison Wealth Management | 31,632 | $3.20M | 0.73% | +535+1.7% | Added |
| Fiera Capital Corp | 31,721 | $3.21M | 0.01% | +5,176+19.5% | Added |
| Diversified Trust Co | 31,748 | $3.21M | 0.13% | −34,913−52.4% | Reduced |
| Mercer Global Advisors Inc | 31,928 | $3.23M | 0.02% | +5,503+20.8% | Added |
| Anchor Investment Management, LLC | 32,275 | $3.26M | 0.47% | +2,563+8.6% | Added |
| Monarch Capital Management Inc | 32,300 | $3.26M | 1.00% | −1,969−5.7% | Reduced |
| Thomas Story & Son LLC | 32,425 | $3.28M | 1.67% | −6,050−15.7% | Reduced |
| Bull Street Advisors, LLC | 32,615 | $3.30M | 1.71% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 32,847 | $3.32M | 1.92% | −369−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 32,911 | $3.33M | 0.61% | −311−0.9% | Reduced |
| Citizens Financial Group Inc | 32,917 | $3.33M | 0.13% | −810−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 33,011 | $3.34M | 0.68% | +2,920+9.7% | Added |
| Cloverfields Capital Group, LP | 33,282 | $3.36M | 1.07% | +33,282 | New |
| AMG National Trust Bank | 33,342 | $3.37M | 0.12% | −7,262−17.9% | Reduced |
| Glenview Trust Co | 33,413 | $3.38M | 0.11% | −1,276−3.7% | Reduced |
| Close Asset Management Ltd | 33,688 | $3.40M | 0.18% | +4,985+17.4% | Added |