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 |
|---|---|---|---|---|---|
| Papp L Roy & Associates | 64,557 | $6.52M | 0.92% | −895−1.4% | Reduced |
| Brookfield Asset Management Inc. | 64,289 | $6.50M | 0.02% | +64,289 | New |
| Marks Group Wealth Management, Inc | 64,199 | $6.49M | 0.89% | −8,928−12.2% | Reduced |
| First Business Financial Services, Inc. | 63,629 | $6.43M | 0.86% | −300−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 63,546 | $6.42M | 0.19% | +600+1.0% | Added |
| National Bank of Canada | 63,307 | $6.40M | 0.02% | +16,782+36.1% | Added |
| Foyston, Gordon, & Payne Inc | 62,974 | $6.36M | 1.76% | +62,974 | New |
| 1832 Asset Management L.P. | 62,712 | $6.34M | 0.01% | −229−0.4% | Reduced |
| Middleton & Co Inc | 62,538 | $6.32M | 0.94% | −13,295−17.5% | Reduced |
| CIBC World Markets Inc. | 62,497 | $6.32M | 0.02% | −23,828−27.6% | Reduced |
| Ethic Inc. | 61,727 | $6.24M | 0.34% | +15,199+32.7% | Added |
| Janney Montgomery Scott LLC | 61,430 | $6.21M | 0.02% | +4,768+8.4% | Added |
| Live Oak Private Wealth LLC | 61,241 | $6.19M | 1.28% | −4,327−6.6% | Reduced |
| Brinker Capital Investments, LLC | 61,224 | $6.19M | 0.12% | −6,693−9.9% | Reduced |
| Vestor Capital, LLC | 61,219 | $6.19M | 0.75% | −3,506−5.4% | Reduced |
| Snowden Capital Advisors LLC | 59,732 | $6.04M | 0.25% | −121−0.2% | Reduced |
| ProVise Management Group, LLC | 59,706 | $6.03M | 0.61% | +7,074+13.4% | Added |
| Swiss Life Asset Management Ltd | 58,544 | $5.93M | 0.10% | −645−1.1% | Reduced |
| FineMark National Bank & Trust | 58,542 | $5.92M | 0.27% | −223−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 58,030 | $5.87M | 0.12% | +1,383+2.4% | Added |
| First National Bank of Omaha | 57,989 | $5.86M | 0.36% | −1,139−1.9% | Reduced |
| Summit Global Investments | 57,937 | $5.86M | 0.49% | −9,102−13.6% | Reduced |
| ExodusPoint Capital Management, LP | 57,495 | $5.81M | 0.09% | +57,495 | New |
| M&R Capital Management Inc | 57,389 | $5.80M | 1.60% | −5,779−9.1% | Reduced |
| SFE Investment Counsel | 56,737 | $5.80M | 1.80% | −15,896−21.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 56,877 | $5.75M | 0.03% | −2,278−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,823 | $5.74M | 0.10% | +40,226+242.4% | Added |
| BTC Capital Management, Inc. | 56,535 | $5.73M | 0.69% | +1,713+3.1% | Added |
| Hills Bank & Trust Co | 56,392 | $5.70M | 0.84% | −608−1.1% | Reduced |
| Twinbeech Capital LP | 56,384 | $5.70M | 0.11% | −308,073−84.5% | Reduced |
| Tocqueville Asset Management L.P. | 55,901 | $5.65M | 0.11% | −2,430−4.2% | Reduced |
| Builder Investment Group Inc | 55,360 | $5.60M | 2.66% | +55,360 | New |
| Peapack Gladstone Financial Corp | 55,065 | $5.57M | 0.11% | −16,047−22.6% | Reduced |
| Brooktree Capital Management | 54,842 | $5.54M | 4.55% | +447+0.8% | Added |
| Palmer Knight Co | 54,773 | $5.54M | 4.94% | −260.0% | Reduced |
| Chesley Taft & Associates LLC | 54,710 | $5.53M | 0.38% | +940+1.7% | Added |
| Cox Capital Mgt LLC | 54,566 | $5.51M | 3.59% | +2,250+4.3% | Added |
| Aptus Capital Advisors, LLC | 54,371 | $5.50M | 0.18% | +4,340+8.7% | Added |
| Liberty Capital Management, Inc. | 54,027 | $5.46M | 1.89% | +213+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 54,012 | $5.46M | 0.46% | −343−0.6% | Reduced |
| Contravisory Investment Management, Inc. | 53,771 | $5.43M | 1.51% | +2,668+5.2% | Added |
| Graypoint LLC | 53,590 | $5.42M | 0.65% | −5,208−8.9% | Reduced |
| Atria Investments LLC | 53,248 | $5.38M | 0.11% | +5,192+10.8% | Added |
| Securian Asset Management, Inc | 53,129 | $5.37M | 0.15% | +993+1.9% | Added |
| HM Payson & Co | 51,709 | $5.23M | 0.13% | +2,264+4.6% | Added |
| Smithbridge Asset Management Inc | 51,457 | $5.20M | 1.38% | +1,835+3.7% | Added |
| Redmond Asset Management, LLC | 51,383 | $5.19M | 1.87% | −1,081−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,302 | $5.19M | 0.11% | +1,243+2.5% | Added |
| Soros Capital Management LLC | 51,008 | $5.16M | 6.59% | +7,696+17.8% | Added |
| American National Bank | 50,873 | $5.14M | 1.06% | +4,080+8.7% | Added |
| Kentucky Retirement Systems | 50,285 | $5.08M | 0.20% | +220+0.4% | Added |
| Nomura Holdings Inc | 50,120 | $5.06M | 0.05% | +5,120+11.4% | Added |
| Oarsman Capital, Inc. | 49,722 | $5.03M | 2.57% | +989+2.0% | Added |
| Wilkins Investment Counsel Inc | 49,700 | $5.02M | 1.32% | +200+0.4% | Added |
| HGK Asset Management Inc | 49,665 | $5.02M | 1.71% | +245+0.5% | Added |
| Notis-McConarty Edward | 49,478 | $5.00M | 2.08% | +198+0.4% | Added |
| Ayrshire Capital Management LLC | 49,193 | $4.97M | 3.48% | +159+0.3% | Added |
| Resources Management Corp | 48,935 | $4.95M | 0.78% | −410−0.8% | Reduced |
| Andra AP-fonden | 48,800 | $4.93M | 0.15% | +6,700+15.9% | Added |
| John G Ullman & Associates Inc | 48,635 | $4.92M | 0.78% | −1,690−3.4% | Reduced |
| KLCM Advisors, Inc. | 48,363 | $4.89M | 0.99% | +10,813+28.8% | Added |
| Ally Financial Inc. | 48,000 | $4.85M | 0.76% | 00.0% | Unchanged |
| Jacobs & Co | 47,980 | $4.85M | 0.63% | +1,553+3.3% | Added |
| Hohimer Wealth Management, LLC | 47,572 | $4.81M | 1.53% | −172−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 47,037 | $4.75M | 0.16% | +916+2.0% | Added |
| Norinchukin Bank, The | 46,962 | $4.75M | 0.10% | −9,656−17.1% | Reduced |
| Karpas Strategies, LLC | 46,645 | $4.71M | 1.66% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 46,558 | $4.71M | 0.04% | +24,942+115.4% | Added |
| M. Kraus & Co | 46,252 | $4.67M | 1.72% | +8,289+21.8% | Added |
| Hartford Investment Management Co | 46,215 | $4.67M | 0.14% | −18,264−28.3% | Reduced |
| Marshall & Sullivan Inc | 46,196 | $4.67M | 2.93% | −397−0.9% | Reduced |
| Baker Ellis Asset Management LLC | 46,175 | $4.67M | 0.90% | +217+0.5% | Added |
| Maryland State Retirement & Pension System | 45,936 | $4.64M | 0.14% | +45,936 | New |
| Kestra Advisory Services, LLC | 45,926 | $4.64M | 0.04% | −9,799−17.6% | Reduced |
| Pinebridge Investments, L.P. | 45,873 | $4.64M | 0.06% | +45,107+5,888.6% | Added |
| Stone Run Capital, LLC | 45,247 | $4.57M | 2.31% | 00.0% | Unchanged |
| DF Dent & Co Inc | 45,230 | $4.57M | 0.07% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 45,130 | $4.56M | 0.71% | −67,500−59.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 45,065 | $4.55M | 1.04% | +23,405+108.1% | Added |
| First Western Trust Bank | 44,830 | $4.53M | 0.26% | +50+0.1% | Added |
| Ensign Peak Advisors, Inc | 44,565 | $4.50M | 0.01% | +16,566+59.2% | Added |
| Eagle Asset Management Inc | 43,909 | $4.44M | 0.03% | +568+1.3% | Added |
| Buckhead Capital Management LLC | 43,700 | $4.42M | 1.07% | −2,438−5.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 43,535 | $4.40M | 0.12% | −3,089−6.6% | Reduced |
| Buffington Mohr McNeal | 43,278 | $4.37M | 1.02% | −1,109−2.5% | Reduced |
| Fulton Bank, N.A. | 43,199 | $4.37M | 0.25% | +2,323+5.7% | Added |
| Cetera Investment Advisers | 42,967 | $4.34M | 0.04% | +31,232+266.1% | Added |
| Eagle Rock Investment Company, LLC | 42,304 | $4.30M | 0.99% | −77−0.2% | Reduced |
| Panagora Asset Management Inc | 42,174 | $4.26M | 0.03% | +3,785+9.9% | Added |
| Marshall Wace, LLP | 42,136 | $4.26M | 0.01% | +16,328+63.3% | Added |
| RMB Capital Management, LLC | 41,274 | $4.17M | 0.15% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 40,355 | $4.17M | 1.56% | −335−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 41,176 | $4.16M | 0.21% | −1,964−4.6% | Reduced |
| Compass Wealth Management LLC | 41,100 | $4.15M | 1.36% | +41,100 | New |
| Crossmark Global Holdings, Inc. | 41,020 | $4.15M | 0.10% | +3,989+10.8% | Added |
| Meridian Management Co | 40,461 | $4.09M | 1.49% | −12,862−24.1% | Reduced |
| AE Wealth Management LLC | 40,135 | $4.06M | 0.03% | +1,581+4.1% | Added |
| Timber Creek Capital Management LLC | 40,094 | $4.05M | 1.53% | +10.0% | Added |
| Geneos Wealth Management Inc. | 39,280 | $3.97M | 0.24% | +1,692+4.5% | Added |
| TD Waterhouse Canada Inc. | 36,588 | $3.97M | 0.04% | −367−1.0% | Reduced |