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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 6,646 | $671.7K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,563 | $663.0K | 0.06% | −381−5.5% | Reduced |
| Thrive Wealth Management, LLC | 6,521 | $659.1K | 0.19% | +565+9.5% | Added |
| First Washington CORP | 6,500 | $657.0K | 0.32% | 00.0% | Unchanged |
| Shelton Capital Management | 6,500 | $657.0K | 0.07% | −117,471−94.8% | Reduced |
| Mutual Advisors, LLC | 6,430 | $649.9K | 0.03% | +131+2.1% | Added |
| Central Bank & Trust Co | 6,423 | $649.2K | 0.12% | −328−4.9% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $646.8K | 0.49% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,392 | $646.0K | 0.01% | −2,068−24.4% | Reduced |
| Magnolia Capital Advisors LLC | 6,391 | $646.0K | 0.43% | +4,239+197.0% | Added |
| Wintrust Investments LLC | 6,349 | $642.0K | 0.08% | −65−1.0% | Reduced |
| Legacy Trust | 6,352 | $642.0K | 0.20% | +6,352 | New |
| Keybank National Association | 6,336 | $640.4K | 0.00% | −192−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 6,321 | $638.8K | 0.04% | +1,308+26.1% | Added |
| Orion Portfolio Solutions, LLC | 6,272 | $633.9K | 0.02% | +585+10.3% | Added |
| Kingsview Wealth Management, LLC | 6,261 | $632.8K | 0.03% | −145−2.3% | Reduced |
| Integral Investment Advisors, Inc. | 6,168 | $623.4K | 0.48% | +158+2.6% | Added |
| Aspire Private Capital, LLC | 6,155 | $622.1K | 0.22% | +352+6.1% | Added |
| Sun Life Financial INC | 6,104 | $620.4K | 0.05% | −473−7.2% | Reduced |
| MAI Capital Management | 6,120 | $618.5K | 0.01% | +1,379+29.1% | Added |
| Eukles Asset Management | 6,094 | $616.0K | 0.36% | +27+0.4% | Added |
| Wealth Alliance | 6,050 | $611.5K | 0.11% | +2,374+64.6% | Added |
| Whittier Trust Co | 6,049 | $611.4K | 0.01% | −2,659−30.5% | Reduced |
| Park Avenue Securities LLC | 6,038 | $610.0K | 0.01% | +1,564+35.0% | Added |
| Capital Asset Advisory Services LLC | 5,885 | $608.0K | 0.05% | −2,867−32.8% | Reduced |
| Sigma Planning Corp | 5,941 | $600.5K | 0.02% | −53−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 5,946 | $600.0K | 0.10% | −596−9.1% | Reduced |
| Parsons Capital Management Inc | 5,927 | $599.0K | 0.05% | +10.0% | Added |
| Boston Trust Walden Corp | 5,893 | $595.6K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,837 | $589.9K | 0.06% | −334−5.4% | Reduced |
| Atlas Capital Advisors LLC | 5,763 | $582.5K | 0.10% | −1,338−18.8% | Reduced |
| First American Trust, FSB | 5,721 | $578.0K | 0.09% | −233−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 5,707 | $576.8K | 0.01% | +3,435+151.2% | Added |
| LVM Capital Management Ltd | 5,635 | $570.0K | 0.08% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,635 | $569.5K | 0.32% | −20,542−78.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,627 | $568.7K | 0.06% | +15+0.3% | Added |
| Foundations Investment Advisors, LLC | 5,621 | $568.1K | 0.02% | −3,318−37.1% | Reduced |
| Shepherd Financial Partners LLC | 5,619 | $567.9K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 5,609 | $567.0K | 0.20% | −200−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 5,578 | $563.8K | 0.05% | +2,376+74.2% | Added |
| NBT Bank N A | 5,493 | $555.2K | 0.08% | +75+1.4% | Added |
| Fairfield, Bush & Co. | 5,490 | $554.9K | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,442 | $550.0K | 0.01% | +226+4.3% | Added |
| AtonRa Partners | 5,420 | $547.8K | 0.70% | −2,263−29.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,412 | $547.0K | 0.36% | +60+1.1% | Added |
| Tudor Investment Corp Et Al | 5,349 | $541.0K | 0.01% | +5,349 | New |
| Ballentine Partners, LLC | 5,299 | $535.6K | 0.02% | +153+3.0% | Added |
| United Community Bank | 5,291 | $534.8K | 0.52% | −85−1.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 5,277 | $533.0K | 0.80% | −370−6.6% | Reduced |
| Delta Financial Group, Inc. | 5,277 | $532.0K | 0.24% | +5,277 | New |
| Forum Financial Management, LP | 5,238 | $529.4K | 0.02% | −1,780−25.4% | Reduced |
| Bridge Advisory, LLC | 5,200 | $525.6K | 0.22% | 00.0% | Unchanged |
| Rollins Financial | 5,176 | $523.2K | 0.20% | +5,176 | New |
| Hilltop Holdings Inc. | 5,158 | $521.3K | 0.07% | −314−5.7% | Reduced |
| Crumly & Associates Inc. | 5,156 | $521.1K | 0.20% | +798+18.3% | Added |
| Principle Wealth Partners LLC | 5,125 | $518.0K | 0.06% | +225+4.6% | Added |
| Maven Securities LTD | 5,122 | $517.7K | 0.10% | −5,749−52.9% | Reduced |
| Optas, LLC | 5,115 | $517.0K | 0.21% | +190+3.9% | Added |
| Copperleaf Capital, LLC | 5,106 | $516.1K | 0.59% | −418−7.6% | Reduced |
| Forbes J M & Co LLP | 5,096 | $515.0K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 5,072 | $512.6K | 0.02% | −3,622−41.7% | Reduced |
| NorthRock Partners, LLC | 5,066 | $512.0K | 0.06% | +1,224+31.9% | Added |
| Avantax Planning Partners, Inc. | 4,997 | $505.0K | 0.02% | +4,997 | New |
| Goelzer Investment Management, Inc. | 4,984 | $503.7K | 0.04% | −1,800−26.5% | Reduced |
| AIA Group Ltd | 4,953 | $500.6K | 0.03% | −2,851−36.5% | Reduced |
| Oppenheimer & Co Inc | 4,952 | $500.5K | 0.01% | +339+7.3% | Added |
| Roberts Glore & Co Inc | 4,936 | $498.9K | 0.17% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,901 | $495.3K | 0.04% | +393+8.7% | Added |
| Qsemble Capital Management, LP | 4,900 | $495.2K | 0.34% | +4,900 | New |
| Vista Investment Management | 4,888 | $494.0K | 0.28% | +129+2.7% | Added |
| Ellis Investment Partners, LLC | 4,880 | $493.2K | 0.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,875 | $493.0K | 0.05% | −75−1.5% | Reduced |
| Mystic Asset Management, Inc. | 4,871 | $492.3K | 0.28% | +60+1.2% | Added |
| Eqis Capital Management, Inc. | 4,863 | $491.5K | 0.06% | −178−3.5% | Reduced |
| Outlook Wealth Advisors, LLC | 4,852 | $490.4K | 0.23% | +87+1.8% | Added |
| Summit Trail Advisors, LLC | 4,843 | $489.5K | 0.02% | −59−1.2% | Reduced |
| Arden Trust Co | 4,806 | $485.7K | 0.10% | −10.0% | Reduced |
| Conning Inc. | 4,801 | $485.2K | 0.02% | −595−11.0% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $485.1K | 0.13% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,779 | $483.0K | 0.04% | +2,418+102.4% | Added |
| Caldwell Trust Co | 4,725 | $477.6K | 0.07% | 00.0% | Unchanged |
| 1st Source Bank | 4,715 | $476.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 4,660 | $471.0K | 0.00% | −45−1.0% | Reduced |
| Evergreen Capital Management LLC | 4,648 | $469.8K | 0.02% | +324+7.5% | Added |
| Symmetry Partners, LLC | 4,645 | $469.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,617 | $466.6K | 0.03% | +630+15.8% | Added |
| Cascade Investment Group, Inc. | 4,573 | $462.2K | 0.48% | +4,573 | New |
| Legacy Wealth Asset Management, LLC | 4,570 | $461.9K | 0.18% | +70+1.6% | Added |
| Evergreen Wealth Solutions, LLC | 4,528 | $458.0K | 0.60% | +296+7.0% | Added |
| Waldron Private Wealth LLC | 4,872 | $455.0K | 0.03% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,500 | $454.8K | 0.39% | 00.0% | Unchanged |
| Condor Capital Management | 4,494 | $454.2K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,491 | $453.9K | 0.06% | +332+8.0% | Added |
| Moran Wealth Management, LLC | 4,464 | $451.2K | 0.02% | +4,464 | New |
| Boston Family Office LLC | 4,450 | $450.0K | 0.04% | −125−2.7% | Reduced |
| US Asset Management LLC | 4,447 | $449.0K | 0.48% | +4,447 | New |
| Santori & Peters | 4,431 | $447.8K | 0.26% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,430 | $447.7K | 0.05% | −241−5.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,411 | $447.7K | 0.03% | +4,411 | New |
| Verition Fund Management LLC | 4,414 | $446.1K | 0.01% | −6,327−58.9% | Reduced |