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 |
|---|---|---|---|---|---|
| KCS Wealth Advisory | 4,406 | $445.3K | 0.19% | +26+0.6% | Added |
| EverSource Wealth Advisors, LLC | 4,405 | $445.2K | 0.07% | +4,004+998.5% | Added |
| Kula Investments, LLC | 4,404 | $445.1K | 0.16% | +4,404 | New |
| World Equity Group, Inc. | 4,392 | $443.9K | 0.11% | +335+8.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $443.0K | 0.05% | 00.0% | Unchanged |
| Herr Investment Group LLC | 4,376 | $442.3K | 0.08% | +4,376 | New |
| Court Place Advisors, LLC | 4,368 | $441.5K | 0.16% | +4,368 | New |
| Belpointe Asset Management LLC | 4,366 | $441.2K | 0.03% | +555+14.6% | Added |
| First Heartland Consultants, Inc. | 4,362 | $440.9K | 0.07% | +73+1.7% | Added |
| ERn Financial, LLC | 4,345 | $439.1K | 0.10% | +43+1.0% | Added |
| Quadrant Capital Group LLC | 4,328 | $437.4K | 0.05% | −140−3.1% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $435.0K | 0.12% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,300 | $434.6K | 0.25% | −50−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,298 | $434.0K | 0.02% | +1,092+34.1% | Added |
| Kestra Private Wealth Services, LLC | 4,292 | $433.8K | 0.02% | +1,113+35.0% | Added |
| Federated Hermes, Inc. | 4,286 | $433.2K | 0.00% | −956−18.2% | Reduced |
| Smith, Moore & Co. | 4,282 | $432.8K | 0.06% | +50+1.2% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $432.6K | 0.10% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,263 | $431.0K | 0.01% | +138+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 4,263 | $430.9K | 0.01% | +138+3.3% | Added |
| Sentry Investment Management LLC | 4,253 | $430.0K | 0.19% | +109+2.6% | Added |
| Legacy Wealth Management, LLC | 4,242 | $428.7K | 0.25% | −129−3.0% | Reduced |
| STF Management LP | 4,236 | $428.1K | 0.61% | +4,236 | New |
| Lido Advisors, LLC | 4,224 | $427.0K | 0.01% | +100+2.4% | Added |
| Hoylecohen, LLC | 4,215 | $426.0K | 0.04% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,185 | $423.0K | 0.19% | −35−0.8% | Reduced |
| Fishman Jay A Ltd | 4,180 | $422.5K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,149 | $419.3K | 0.03% | +175+4.4% | Added |
| PGGM Investments | 4,142 | $419.0K | 0.01% | +4,142 | New |
| IFP Advisors, Inc | 5,494 | $418.0K | 0.01% | −3,378−38.1% | Reduced |
| Continuum Advisory, LLC | 4,130 | $417.4K | 0.08% | +48+1.2% | Added |
| Citadel Investment Advisory, Inc. | 4,092 | $414.0K | 0.28% | −150−3.5% | Reduced |
| Intellectus Partners, LLC | 4,095 | $413.9K | 0.14% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,543 | $412.6K | 0.17% | +3,543 | New |
| Lafayette Investments, Inc. | 4,074 | $411.8K | 0.12% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,045 | $408.8K | 0.23% | −268−6.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,825 | $408.0K | 0.01% | +448+13.3% | Added |
| Vista Capital Partners, Inc. | 4,000 | $404.3K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $404.0K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $404.0K | 0.03% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,994 | $403.7K | 0.21% | +3,994 | New |
| Centiva Capital, LP | 3,993 | $403.6K | 0.03% | +2,006+101.0% | Added |
| DoubleLine ETF Adviser LP | 3,983 | $402.6K | 0.21% | +3,983 | New |
| Stephenson National Bank & Trust | 3,978 | $402.0K | 0.25% | +201+5.3% | Added |
| Trillium Asset Management, LLC | 3,973 | $402.0K | 0.01% | +3,973 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $402.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,918 | $396.0K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,907 | $394.9K | 0.15% | −150−3.7% | Reduced |
| Delphi Management Inc | 3,878 | $392.0K | 0.47% | +3,878 | New |
| Ellevest, Inc. | 3,867 | $390.8K | 0.03% | +162+4.4% | Added |
| Madrona Financial Services, LLC | 3,860 | $390.1K | 0.22% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 3,840 | $388.0K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 3,828 | $387.0K | 0.01% | +483+14.4% | Added |
| Flagship Harbor Advisors, LLC | 3,821 | $386.1K | 0.04% | +45+1.2% | Added |
| Alpha Family Trust | 3,805 | $384.6K | 0.35% | +3,805 | New |
| Heritage Wealth Advisors | 3,800 | $384.1K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 3,773 | $381.3K | 0.12% | +30+0.8% | Added |
| Silphium Asset Management Ltd | 3,750 | $379.0K | 0.38% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,706 | $374.6K | 0.40% | +3,706 | New |
| Long Run Wealth Advisors, LLC | 3,667 | $370.6K | 0.13% | 00.0% | Unchanged |
| Dearborn Partners LLC | 3,646 | $368.5K | 0.01% | +1,203+49.2% | Added |
| Financial Planning & Information Services, Inc. | 3,637 | $367.6K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,626 | $366.0K | 0.05% | −6,342−63.6% | Reduced |
| Personal Capital Advisors Corp | 3,614 | $365.3K | 0.00% | +214+6.3% | Added |
| Yarbrough Capital, LLC | 3,595 | $363.3K | 0.03% | −2,370−39.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,581 | $362.0K | 0.04% | +41+1.2% | Added |
| MMBG Investment Advisors Co. | 3,560 | $360.0K | 0.05% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,547 | $358.5K | 0.28% | +3,547 | New |
| Semmax Financial Advisors Inc. | 3,443 | $358.0K | 0.14% | −39−1.1% | Reduced |
| Boston Financial Mangement LLC | 3,542 | $358.0K | 0.01% | +143+4.2% | Added |
| Cannell Peter B & Co Inc | 3,523 | $356.1K | 0.01% | −370,578−99.1% | Reduced |
| Single Point Partners, LLC | 3,498 | $354.0K | 0.09% | +3,498 | New |
| YHB Investment Advisors, Inc. | 3,494 | $353.1K | 0.04% | −100−2.8% | Reduced |
| Partners Group Holding AG | 3,487 | $352.4K | 0.03% | −1,584−31.2% | Reduced |
| Naples Global Advisors, LLC | 3,478 | $351.5K | 0.04% | +101+3.0% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $351.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,440 | $347.7K | 0.08% | +130+3.9% | Added |
| TRUE Private Wealth Advisors | 3,422 | $345.8K | 0.05% | +221+6.9% | Added |
| Keystone Financial Services | 3,212 | $342.7K | 0.18% | −91−2.8% | Reduced |
| WMS Partners, LLC | 3,382 | $341.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,375 | $341.1K | 0.18% | +1,500+80.0% | Added |
| HF Advisory Group, LLC | 3,371 | $340.7K | 0.34% | +3,371 | New |
| Centennial Bank | 3,364 | $340.0K | 0.19% | +3,364 | New |
| Machina Capital S.A.S. | 3,362 | $339.8K | 0.63% | +3,362 | New |
| Grandfield & Dodd, LLC | 3,360 | $339.7K | 0.02% | −106−3.1% | Reduced |
| Pearl River Capital, LLC | 3,354 | $339.0K | 0.06% | −1,541−31.5% | Reduced |
| Becker Capital Management Inc | 3,330 | $336.6K | 0.02% | −693−17.2% | Reduced |
| Bowman & Co S.C. | 3,317 | $335.2K | 0.26% | +3,317 | New |
| Cresset Asset Management, LLC | 5,200 | $334.9K | 0.00% | −741−12.5% | Reduced |
| Salem Investment Counselors Inc | 3,310 | $334.5K | 0.01% | −688−17.2% | Reduced |
| Beacon Financial Group | 3,280 | $331.0K | 0.05% | +63+2.0% | Added |
| Stonebridge Capital Advisors LLC | 3,263 | $329.8K | 0.04% | −20−0.6% | Reduced |
| Apeiron RIA LLC | 3,257 | $329.2K | 0.13% | +49+1.5% | Added |
| Advisors Capital Management, LLC | 3,254 | $329.0K | 0.01% | −123−3.6% | Reduced |
| Forte Capital LLC | 3,226 | $326.1K | 0.06% | +63+2.0% | Added |
| Wade G W & Inc | 3,216 | $325.0K | 0.01% | +316+10.9% | Added |
| Marotta Asset Management | 3,200 | $323.4K | 0.08% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 3,200 | $323.4K | 0.13% | +3,200 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $323.0K | 0.10% | −7,400−69.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,189 | $322.3K | 0.05% | +841+35.8% | Added |