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 |
|---|---|---|---|---|---|
| Lynch Asset Management, Inc. | 2,250 | $227.4K | 0.20% | −2,750−55.0% | Reduced |
| Aveo Capital Partners, LLC | 2,249 | $227.3K | 0.03% | +3+0.1% | Added |
| Putnam Investments LLC | 2,248 | $227.2K | 0.00% | −34,564−93.9% | Reduced |
| Sepio Capital, LP | 2,244 | $226.8K | 0.02% | +11+0.5% | Added |
| MQS Management LLC | 2,241 | $226.5K | 0.15% | +2,241 | New |
| Fairhaven Wealth Management, LLC | 2,224 | $224.8K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,921 | $223.7K | 0.39% | +1,921 | New |
| Marcum Wealth, LLC | 2,209 | $223.3K | 0.03% | −242−9.9% | Reduced |
| Acadian Asset Management LLC | 2,216 | $223.0K | 0.00% | −977−30.6% | Reduced |
| Holderness Investments Co | 2,205 | $222.9K | 0.10% | −100−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $222.4K | 0.04% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,903 | $221.6K | 0.11% | −1,041−35.4% | Reduced |
| Horan Securities, Inc. | 2,182 | $220.5K | 0.12% | −52−2.3% | Reduced |
| LCNB Corp | 2,180 | $220.3K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,154 | $220.1K | 0.03% | +2,154 | New |
| Itau Unibanco Holding S.A. | 2,168 | $220.0K | 0.01% | +2,168 | New |
| Gradient Investments LLC | 2,176 | $219.9K | 0.01% | +3+0.1% | Added |
| Childress Capital Advisors, LLC | 2,170 | $219.3K | 0.07% | +154+7.6% | Added |
| Osterweis Capital Management Inc | 2,160 | $218.3K | 0.02% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,148 | $217.1K | 0.02% | −7−0.3% | Reduced |
| Courier Capital LLC | 2,123 | $214.6K | 0.02% | +2,123 | New |
| Brighton Jones LLC | 2,121 | $214.4K | 0.01% | +2,121 | New |
| Two Sigma Securities, LLC | 2,100 | $212.2K | 0.03% | +2,100 | New |
| Uncommon Cents Investing LLC | 2,100 | $212.2K | 0.08% | +2,100 | New |
| SBB Research Group LLC | 2,095 | $211.7K | 0.31% | +2,095 | New |
| Pendal Group Limited | 2,093 | $211.5K | 0.00% | −1,962−48.4% | Reduced |
| Financial Management Professionals, Inc. | 2,069 | $209.0K | 0.04% | −5−0.2% | Reduced |
| JLB & Associates Inc | 2,075 | $209.0K | 0.03% | +2,075 | New |
| Proficio Capital Partners LLC | 2,065 | $208.7K | 0.04% | +2,065 | New |
| De Burlo Group Inc | 2,063 | $208.5K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,061 | $208.3K | 0.05% | +2,061 | New |
| Biltmore Family Office, LLC | 2,043 | $206.5K | 0.04% | +2,043 | New |
| Ropes Wealth Advisors LLC | 2,034 | $205.6K | 0.04% | +2,034 | New |
| Paloma Partners Management Co | 2,032 | $205.4K | 0.04% | +1,932+1,932.0% | Added |
| Goldstein Advisors, LLC | 2,017 | $204.0K | 0.05% | +2,017 | New |
| Silver Oak Securities, Inc | 2,013 | $203.0K | 0.04% | −445−18.1% | Reduced |
| GraniteShares Advisors LLC | 2,006 | $202.7K | 0.17% | −277−12.1% | Reduced |
| Western Wealth Management, LLC | 2,002 | $202.3K | 0.02% | −2,414−54.7% | Reduced |
| LVZ Advisors, Inc. | 2,001 | $202.2K | 0.03% | +2,001 | New |
| Castleark Management LLC | 2,000 | $202.1K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Corp | 2,001 | $202.0K | 0.03% | +2,001 | New |
| Enterprise Financial Services Corp | 1,997 | $201.8K | 0.14% | +1,997 | New |
| Corrigan Financial, Inc. | 1,989 | $201.0K | 0.07% | +1,989 | New |
| Keudell/Morrison Wealth Management | 1,987 | $200.8K | 0.06% | +1,987 | New |
| Claro Advisors LLC | 1,985 | $200.6K | 0.07% | −478−19.4% | Reduced |
| First Manhattan Co | 1,966 | $198.7K | 0.00% | +86+4.6% | Added |
| ICA Group Wealth Management, LLC | 1,917 | $193.8K | 0.05% | −1,139−37.3% | Reduced |
| CKW Financial Group | 1,900 | $192.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,850 | $187.0K | 0.02% | −1,790−49.2% | Reduced |
| Boit C F David | 1,850 | $187.0K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,833 | $185.3K | 0.05% | −6−0.3% | Reduced |
| Comerica Securities,inc. | 1,825 | $184.5K | 0.01% | +1,825 | New |
| Washington Trust Advisors, Inc. | 1,824 | $184.4K | 0.02% | +7+0.4% | Added |
| Glassman Wealth Services | 1,796 | $181.5K | 0.03% | +719+66.8% | Added |
| Concord Wealth Partners | 1,795 | $181.4K | 0.05% | +1,795 | New |
| Center for Financial Planning, Inc. | 1,792 | $181.1K | 0.04% | +1,792 | New |
| TD Private Client Wealth LLC | 1,777 | $179.6K | 0.01% | +83+4.9% | Added |
| Western Pacific Wealth Management, LP | 1,772 | $179.1K | 0.15% | +550+45.0% | Added |
| Ronald Blue Trust, Inc. | 1,914 | $179.0K | 0.00% | +662+52.9% | Added |
| Allworth Financial LP | 1,771 | $179.0K | 0.00% | −52−2.9% | Reduced |
| Truvestments Capital LLC | 1,726 | $174.4K | 0.10% | +1,726 | New |
| Park Place Capital Corp | 1,661 | $168.0K | 0.05% | +1,661 | New |
| Alta Advisers Ltd | 1,600 | $162.0K | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,592 | $160.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,571 | $158.8K | 0.01% | +134+9.3% | Added |
| Sutton Wealth Advisors Inc. | 1,569 | $158.6K | 0.06% | +77+5.2% | Added |
| Proequities, Inc. | 1,563 | $158.0K | 0.01% | +12+0.8% | Added |
| Bellevue Asset Management, LLC | 1,540 | $154.0K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,419 | $152.9K | 0.02% | +10,336+954.4% | Added |
| Cutler Group LP | 1,509 | $152.0K | 0.02% | +901+148.2% | Added |
| Operose Advisors LLC | 1,500 | $151.6K | 0.08% | +1,500 | New |
| City State Bank | 1,495 | $151.0K | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,459 | $148.0K | 0.02% | −9,411−86.6% | Reduced |
| 3Chopt Investment Partners, LLC | 1,448 | $146.3K | 0.08% | +1,448 | New |
| One Wealth Advisors, LLC | 1,429 | $144.4K | 0.03% | −1,007−41.3% | Reduced |
| Sargent Bickham Lagudis LLC | 1,400 | $141.5K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,339 | $135.3K | 0.01% | −130−8.8% | Reduced |
| Quent Capital, LLC | 1,268 | $128.2K | 0.02% | −33−2.5% | Reduced |
| Tobam | 1,238 | $125.0K | 0.01% | −934−43.0% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $119.0K | 0.01% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,166 | $117.8K | 0.17% | +1,166 | New |
| JNBA Financial Advisors | 1,114 | $112.6K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,105 | $111.7K | 0.07% | −110−9.1% | Reduced |
| Bank of New Hampshire | 1,090 | $110.0K | 0.03% | −100−8.4% | Reduced |
| Private Trust Co NA | 1,023 | $103.0K | 0.02% | +227+28.5% | Added |
| Riverview Trust Co | 1,010 | $102.0K | 0.10% | −25−2.4% | Reduced |
| Atwood & Palmer Inc | 1,000 | $101.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $101.0K | 0.00% | −780−43.8% | Reduced |
| First PREMIER Bank | 1,000 | $101.0K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 959 | $96.9K | 0.06% | −91−8.7% | Reduced |
| Granite FO LLC | 920 | $96.0K | 0.07% | +920 | New |
| Mendota Financial Group, LLC | 939 | $94.9K | 0.12% | +939 | New |
| Harvest Fund Management Co., Ltd | 890 | $90.0K | 0.02% | +765+612.0% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $88.1K | 0.06% | +872 | New |
| WFA of San Diego, LLC | 870 | $87.9K | 0.07% | +870 | New |
| Norway Savings Bank | 803 | $81.2K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $80.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 797 | $80.6K | 0.01% | −1,371−63.2% | Reduced |
| State of Wyoming | 777 | $78.5K | 0.03% | −741−48.8% | Reduced |
| Advisors Asset Management, Inc. | 750 | $75.8K | 0.00% | +750 | New |