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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $3.64K | 0.00% | −4−10.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 35 | $3.54K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $3.44K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 32 | $3.23K | 0.00% | +32 | New |
| Clearview Wealth Advisors LLC | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $3.03K | 0.00% | +30 | New |
| Tompkins Financial Corp | 30 | $3.00K | 0.00% | +30 | New |
| MCF Advisors LLC | 29 | $2.93K | 0.00% | +14+93.3% | Added |
| SJS Investment Consulting Inc. | 28 | $2.83K | 0.00% | +5+21.7% | Added |
| Trifecta Capital Advisors, LLC | 28 | $2.83K | 0.00% | +28 | New |
| Disciplined Investments, LLC | 27 | $2.73K | 0.00% | −5−15.6% | Reduced |
| Wolff Wiese Magana LLC | 25 | $2.53K | 0.00% | −162−86.6% | Reduced |
| Lee Financial Co | 24 | $2.43K | 0.00% | +16+200.0% | Added |
| EWG Elevate Inc. | 23 | $2.33K | 0.00% | +23 | New |
| Tfo-TDC, LLC | 15 | $2.25K | 0.00% | +15 | New |
| Retirement Group, LLC | 20 | $2.00K | 0.00% | +20 | New |
| JJJ Advisors Inc. | 17 | $1.74K | 0.00% | +14+466.7% | Added |
| MinichMacGregor Wealth Management, LLC | 17 | $1.72K | 0.00% | +17 | New |
| TFC Financial Management | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $1.00K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 6 | $606 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $606 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 4 | $404 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $101 | 0.00% | −2,663−100.0% | Reduced |
| Sofos Investments, Inc. | 101 | $52 | 0.00% | +101 | New |
| Ancora Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Palouse Capital Management, Inc. | 18,228 | – | – | −1,169−6.0% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 0 | $0 | 0.00% | −10,185,071−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −713,641−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −370,044−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −287,415−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −259,369−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −231,508−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −209,857−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −193,871−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −179,865−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −175,296−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −111,495−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −97,778−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −84,509−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −63,502−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −57,384−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −46,893−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −45,330−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −28,087−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −21,053−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −16,741−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,373−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −12,979−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,965−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −10,762−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,753−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −7,290−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −19,108−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −5,795−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −4,906−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Steinberg Asset Management LLC | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Chickasaw Capital Management LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |