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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 731 | $74.0K | 0.03% | +5+0.7% | Added |
| GHP Investment Advisors, Inc. | 730 | $73.8K | 0.00% | −54−6.9% | Reduced |
| Resurgent Financial Advisors LLC | 730 | $73.8K | 0.04% | +730 | New |
| Covestor Ltd | 717 | $72.0K | 0.06% | −56−7.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 682 | $69.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 665 | $67.2K | 0.01% | −389−36.9% | Reduced |
| AllSquare Wealth Management LLC | 661 | $66.8K | 0.05% | +170+34.6% | Added |
| Fred Alger Management, LLC | 660 | $66.7K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 650 | $65.7K | 0.01% | +92+16.5% | Added |
| MBM Wealth Consultants, LLC | 637 | $64.0K | 0.03% | −4,963−88.6% | Reduced |
| Zions Bancorporation, N.A. | 628 | $63.5K | 0.01% | −75−10.7% | Reduced |
| Hallmark Capital Management Inc | 625 | $63.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 615 | $62.2K | 0.03% | −515−45.6% | Reduced |
| Piscataqua Savings Bank | 605 | $61.1K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $61.0K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 600 | $60.6K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $60.4K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 589 | $59.5K | 0.03% | +75+14.6% | Added |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 533 | $53.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 504 | $50.9K | 0.01% | +196+63.6% | Added |
| Catalyst Capital Advisors LLC | 496 | $50.1K | 0.00% | −14−2.7% | Reduced |
| Arcadia Investment Management Corp | 495 | $50.0K | 0.01% | −500−50.3% | Reduced |
| Advanced Asset Management Advisors Inc | 450 | $45.5K | 0.01% | +450 | New |
| Cambridge Trust Co | 402 | $41.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $40.9K | 0.01% | −129−24.2% | Reduced |
| Intelligent Financial Strategies | 400 | $40.4K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $40.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $38.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 385 | $38.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $35.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 343 | $35.0K | 0.00% | +343 | New |
| Capital Advisors, Ltd. LLC | 333 | $34.0K | 0.01% | −82−19.8% | Reduced |
| Laurel Wealth Advisors LLC | 335 | $33.9K | 0.01% | −33−9.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 332 | $33.6K | 0.01% | +332 | New |
| KB Financial Partners, LLC | 326 | $33.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 329 | $33.0K | 0.00% | +329 | New |
| West Branch Capital LLC | 317 | $32.0K | 0.02% | −413−56.6% | Reduced |
| Arlington Partners LLC | 315 | $31.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 311 | $31.4K | 0.03% | +153+96.8% | Added |
| Hexagon Capital Partners LLC | 302 | $30.5K | 0.01% | −125−29.3% | Reduced |
| Coppell Advisory Solutions LLC | 300 | $30.3K | 0.01% | +300 | New |
| Coppell Advisory Solutions Corp. | 300 | $30.3K | 0.01% | +300 | New |
| Prestige Wealth Management Group LLC | 299 | $30.2K | 0.01% | +65+27.8% | Added |
| Farther Finance Advisors, LLC | 284 | $28.7K | 0.01% | +284 | New |
| Colonial Trust Advisors | 281 | $28.4K | 0.00% | −14−4.7% | Reduced |
| Versant Capital Management, Inc | 280 | $28.3K | 0.01% | −1−0.4% | Reduced |
| St Germain D J Co Inc | 4,794 | $26.7K | 0.01% | +354+8.0% | Added |
| NewSquare Capital LLC | 262 | $26.5K | 0.00% | +22+9.2% | Added |
| GeoWealth Management, LLC | 241 | $25.0K | 0.00% | +4+1.7% | Added |
| Earnest Partners LLC | 246 | $24.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 233 | $23.5K | 0.01% | −61−20.7% | Reduced |
| Sound Income Strategies, LLC | 220 | $22.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 218 | $22.0K | 0.01% | +218 | New |
| Artemis Wealth Advisors, LLC | 215 | $22.0K | 0.01% | −561−72.3% | Reduced |
| General Partner, Inc. | 211 | $21.3K | 0.02% | +211 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $21.0K | 0.01% | −10−4.7% | Reduced |
| RFP Financial Group LLC | 199 | $20.1K | 0.01% | +199 | New |
| West Oak Capital, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 185 | $18.7K | 0.00% | +185 | New |
| JFS Wealth Advisors, LLC | 182 | $18.4K | 0.00% | −73−28.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 177 | $17.9K | 0.01% | +53+42.7% | Added |
| Institutional & Family Asset Management, LLC | 163 | $16.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $16.2K | 0.01% | +160 | New |
| Point72 Middle East FZE | 142 | $14.4K | 0.00% | +142 | New |
| Grove Bank & Trust | 134 | $14.0K | 0.00% | +134 | New |
| New Millennium Group LLC | 137 | $13.8K | 0.01% | −179−56.6% | Reduced |
| Cedar Mountain Advisors, LLC | 134 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $13.3K | 0.00% | +132 | New |
| Loomis Sayles & Co L P | 127 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 127 | $12.8K | 0.00% | +75+144.2% | Added |
| Trustcore Financial Services, LLC | 124 | $12.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 120 | $12.1K | 0.00% | −25,791−99.5% | Reduced |
| Accel Wealth Management | 120 | $12.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 118 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 111 | $11.3K | 0.00% | +111 | New |
| Moisand Fitzgerald Tamayo, LLC | 110 | $11.1K | 0.00% | +55+100.0% | Added |
| Oakworth Capital, Inc. | 109 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 95 | $9.60K | 0.00% | +95 | New |
| Delta Asset Management LLC | 94 | $9.50K | 0.00% | +94 | New |
| Bangor Savings Bank | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 90 | $9.00K | 0.01% | +90 | New |
| Cullen/Frost Bankers, Inc. | 81 | $8.19K | 0.00% | −128−61.2% | Reduced |
| Fiduciary Alliance LLC | 75 | $7.58K | 0.00% | +75 | New |
| Glassy Mountain Advisors, Inc. | 68 | $6.87K | 0.00% | +68 | New |
| Leelyn Smith, LLC | 67 | $6.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $6.77K | 0.00% | +67 | New |
| Raffa Wealth Management, LLC | 63 | $6.37K | 0.00% | −15−19.2% | Reduced |
| HighMark Wealth Management LLC | 60 | $6.06K | 0.00% | +60 | New |
| Asset Dedication, LLC | 86 | $6.00K | 0.00% | −59−40.7% | Reduced |
| Northwest Investment Counselors, LLC | 57 | $5.76K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $5.46K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $5.05K | 0.00% | +50 | New |
| TSFG, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 50 | $5.00K | 0.00% | +50 | New |
| Abound Wealth Management | 48 | $4.85K | 0.00% | +17+54.8% | Added |
| Tortoise Investment Management, LLC | 48 | $4.85K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 43 | $4.35K | 0.00% | +43 | New |