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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 3,185 | $321.9K | 0.08% | +10.0% | Added |
| CX Institutional | 3,165 | $319.9K | 0.02% | +3,165 | New |
| Richard W. Paul & Associates, LLC | 3,159 | $319.3K | 0.16% | +3,159 | New |
| Essex Financial Services, Inc. | 3,159 | $319.0K | 0.03% | −13−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,152 | $318.6K | 0.08% | +3,152 | New |
| Arete Wealth Advisors, LLC | 3,136 | $316.9K | 0.03% | +15+0.5% | Added |
| Petrus Trust Company, LTA | 3,133 | $316.7K | 0.04% | +3,133 | New |
| Penserra Capital Management LLC | 3,128 | $315.0K | 0.01% | −3−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,115 | $314.8K | 0.02% | +3,115 | New |
| Endurance Wealth Management, Inc. | 3,107 | $314.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $314.0K | 0.24% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,100 | $313.3K | 0.02% | −3,016−49.3% | Reduced |
| Ariel Investments, LLC | 3,096 | $312.9K | 0.00% | +240+8.4% | Added |
| Cowa, LLC | 3,095 | $312.8K | 0.20% | −191−5.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,088 | $312.1K | 0.01% | +75+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $312.0K | 0.04% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 3,083 | $311.6K | 0.17% | +3,083 | New |
| Riverbridge Partners LLC | 3,080 | $311.0K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,071 | $310.4K | 0.01% | −334−9.8% | Reduced |
| Wunderlich Capital Managemnt | 3,071 | $310.0K | 0.17% | −62−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,042 | $307.4K | 0.01% | +104+3.5% | Added |
| Change Path, LLC | 3,031 | $307.0K | 0.02% | +3,031 | New |
| Epiq Partners, LLC | 3,026 | $305.8K | 0.20% | +546+22.0% | Added |
| 9258 Wealth Management, LLC | 3,021 | $305.3K | 0.07% | −1,067−26.1% | Reduced |
| Waypoint Capital Advisors, LLC | 3,000 | $303.2K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $303.0K | 0.17% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,974 | $301.0K | 0.02% | +2,974 | New |
| WealthPlan Investment Management, LLC | 2,576 | $300.0K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,576 | $298.8K | 0.02% | +2,576 | New |
| JGP Wealth Management, LLC | 2,952 | $298.4K | 0.05% | −96−3.1% | Reduced |
| Private Advisor Group, LLC | 20,365 | $297.9K | 0.02% | −788−3.7% | Reduced |
| Pegasus Partners Ltd. | 2,921 | $295.2K | 0.05% | −444−13.2% | Reduced |
| MONECO Advisors, LLC | 2,908 | $293.9K | 0.11% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,902 | $293.3K | 0.03% | −1,087−27.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,541 | $292.9K | 0.02% | +144+6.0% | Added |
| Parallel Advisors, LLC | 2,883 | $291.4K | 0.01% | −363−11.2% | Reduced |
| Ingalls & Snyder LLC | 2,870 | $290.0K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,843 | $287.3K | 0.09% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,842 | $287.2K | 0.00% | −163−5.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,832 | $286.2K | 0.06% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,818 | $284.8K | 0.22% | +2,818 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,810 | $284.6K | 0.00% | −290−9.4% | Reduced |
| Atlantic Trust, LLC | 2,813 | $284.0K | 0.09% | −205−6.8% | Reduced |
| Stokes Family Office, LLC | 2,809 | $283.9K | 0.04% | −206−6.8% | Reduced |
| Clearwater Capital Advisors, LLC | 2,770 | $280.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,767 | $279.7K | 0.02% | +2,767 | New |
| Monetary Management Group Inc | 2,750 | $277.9K | 0.09% | −550−16.7% | Reduced |
| Drake & Associates, LLC | 2,749 | $277.9K | 0.15% | +2,749 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $276.7K | 0.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 2,730 | $275.9K | 0.05% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,730 | $275.9K | 0.01% | +21+0.8% | Added |
| Turtle Creek Asset Management Inc. | 2,700 | $272.9K | 0.01% | +2,700 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $272.4K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,691 | $272.0K | 0.02% | 00.0% | Unchanged |
| Sandler Capital Management | 2,650 | $267.8K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 2,642 | $267.0K | 0.07% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,625 | $265.3K | 0.42% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,605 | $263.3K | 0.12% | +180+7.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,610 | $263.0K | 0.23% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,600 | $263.0K | 0.03% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,600 | $262.8K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,578 | $260.6K | 0.01% | +1,011+64.5% | Added |
| Heron Financial Group, LLC | 2,599 | $258.3K | 0.17% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,552 | $258.0K | 0.12% | −123−4.6% | Reduced |
| Pinnacle Bancorp, Inc. | 2,549 | $258.0K | 0.10% | +2,300+923.7% | Added |
| Independent Financial Group, LLC | 2,545 | $257.2K | 0.02% | −600−19.1% | Reduced |
| Leavell Investment Management, Inc. | 2,545 | $257.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $256.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,541 | $256.8K | 0.05% | +2,541 | New |
| Congress Wealth Management LLC | 2,529 | $255.6K | 0.01% | +2,529 | New |
| Gladstone Institutional Advisory LLC | 2,514 | $254.1K | 0.02% | −483−16.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $252.7K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,500 | $252.7K | 0.02% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,500 | $252.7K | 0.19% | −7−0.3% | Reduced |
| Carlson Capital Management | 2,492 | $251.9K | 0.02% | +30+1.2% | Added |
| Peterson Wealth Services | 2,488 | $251.5K | 0.14% | +2,488 | New |
| Janney Capital Management LLC | 2,484 | $251.0K | 0.02% | +19+0.8% | Added |
| Geller Advisors LLC | 2,470 | $249.6K | 0.04% | +33+1.4% | Added |
| Gotham Asset Management, LLC | 2,461 | $248.7K | 0.01% | +2,461 | New |
| Appleton Partners Inc | 2,447 | $247.0K | 0.02% | −1,792−42.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,440 | $246.6K | 0.07% | +50+2.1% | Added |
| Personal Cfo Solutions, LLC | 2,430 | $245.6K | 0.05% | +2,430 | New |
| CM Wealth Advisors LLC | 2,410 | $243.6K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,405 | $243.1K | 0.06% | −485−16.8% | Reduced |
| Arrow Financial Corp | 2,400 | $243.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $243.0K | 0.14% | 00.0% | Unchanged |
| Old Port Advisors | 2,376 | $240.1K | 0.09% | −70−2.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $240.1K | 0.14% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,370 | $239.5K | 0.01% | −16−0.7% | Reduced |
| West Coast Financial LLC | 2,363 | $238.8K | 0.04% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,342 | $236.7K | 0.12% | +2,342 | New |
| Strategic Wealth Partners, Ltd. | 2,338 | $236.3K | 0.04% | −15−0.6% | Reduced |
| Roundview Capital LLC | 2,325 | $235.0K | 0.03% | 00.0% | Unchanged |
| David Loasby | 2,286 | $232.1K | 0.03% | +2,286 | New |
| Greenwich Investment Management, Inc. | 2,303 | $232.0K | 0.18% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,279 | $230.3K | 0.08% | +2,279 | New |
| Grassi Investment Management | 2,275 | $230.0K | 0.03% | −200−8.1% | Reduced |
| Physicians Financial Services, Inc. | 2,265 | $229.0K | 0.10% | −100−4.2% | Reduced |
| Centaurus Financial, Inc. | 2,260 | $228.0K | 0.02% | −1,059−31.9% | Reduced |
| Raleigh Capital Management Inc. | 2,253 | $227.7K | 0.12% | +119+5.6% | Added |