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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 39,106 | $3.95M | 0.65% | −2,507−6.0% | Reduced |
| Selway Asset Management | 39,069 | $3.95M | 2.09% | +1,100+2.9% | Added |
| Heritage Trust Co | 39,035 | $3.95M | 0.64% | −320−0.8% | Reduced |
| Noble Path Asset Management LP | 39,000 | $3.94M | 4.81% | −6,800−14.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 38,533 | $3.90M | 0.29% | −729−1.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 38,363 | $3.88M | 2.10% | +659+1.7% | Added |
| Eley Financial Management, Inc | 38,064 | $3.85M | 2.07% | +38,064 | New |
| Sendero Wealth Management, LLC | 37,759 | $3.82M | 1.36% | +5,583+17.4% | Added |
| CenterBook Partners LP | 37,752 | $3.82M | 0.63% | +40.0% | Added |
| Value Holdings Management Co. LLC | 37,513 | $3.79M | 0.86% | +2,500+7.1% | Added |
| Illinois Municipal Retirement Fund | 37,382 | $3.78M | 0.08% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 37,223 | $3.76M | 1.27% | −7,227−16.3% | Reduced |
| Evoke Wealth, LLC | 36,530 | $3.69M | 0.13% | −47,020−56.3% | Reduced |
| Keel Point, LLC | 36,409 | $3.68M | 0.58% | −1,550−4.1% | Reduced |
| Squarepoint Ops LLC | 36,388 | $3.68M | 0.03% | +36,388 | New |
| Artemis Investment Management LLP | 36,204 | $3.67M | 0.04% | −249,622−87.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 36,251 | $3.66M | 0.41% | +2,811+8.4% | Added |
| SG Americas Securities, LLC | 36,025 | $3.64M | 0.05% | −17,097−32.2% | Reduced |
| Freemont Management S.A. | 35,800 | $3.62M | 0.58% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 35,699 | $3.61M | 0.16% | −2,378−6.2% | Reduced |
| Van Eck Associates Corp | 35,557 | $3.59M | 0.01% | +1,448+4.2% | Added |
| Argent Trust Co | 35,415 | $3.58M | 0.24% | −937−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 35,200 | $3.56M | 0.18% | +6,916+24.5% | Added |
| Linker Capital Management Inc. | 35,140 | $3.55M | 4.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 35,030 | $3.54M | 0.86% | +1,863+5.6% | Added |
| Delaney Dennis R | 34,954 | $3.53M | 3.16% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $3.53M | 0.08% | −419−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,823 | $3.52M | 0.34% | −807−2.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 34,656 | $3.50M | 0.36% | +29,918+631.4% | Added |
| Gabelli Funds LLC | 34,320 | $3.47M | 0.03% | −1,000−2.8% | Reduced |
| Profund Advisors LLC | 34,054 | $3.44M | 0.22% | −1,045−3.0% | Reduced |
| BDO Wealth Advisors, LLC | 33,902 | $3.43M | 0.43% | +1,816+5.7% | Added |
| Close Asset Management Ltd | 33,688 | $3.40M | 0.18% | +4,985+17.4% | Added |
| Glenview Trust Co | 33,413 | $3.38M | 0.11% | −1,276−3.7% | Reduced |
| AMG National Trust Bank | 33,342 | $3.37M | 0.12% | −7,262−17.9% | Reduced |
| Cloverfields Capital Group, LP | 33,282 | $3.36M | 1.07% | +33,282 | New |
| Gilman Hill Asset Management, LLC | 33,011 | $3.34M | 0.68% | +2,920+9.7% | Added |
| Citizens Financial Group Inc | 32,917 | $3.33M | 0.13% | −810−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 32,911 | $3.33M | 0.61% | −311−0.9% | Reduced |
| Nicollet Investment Management, Inc. | 32,847 | $3.32M | 1.92% | −369−1.1% | Reduced |
| Bull Street Advisors, LLC | 32,615 | $3.30M | 1.71% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 32,425 | $3.28M | 1.67% | −6,050−15.7% | Reduced |
| Monarch Capital Management Inc | 32,300 | $3.26M | 1.00% | −1,969−5.7% | Reduced |
| Anchor Investment Management, LLC | 32,275 | $3.26M | 0.47% | +2,563+8.6% | Added |
| Mercer Global Advisors Inc | 31,928 | $3.23M | 0.02% | +5,503+20.8% | Added |
| Diversified Trust Co | 31,748 | $3.21M | 0.13% | −34,913−52.4% | Reduced |
| Fiera Capital Corp | 31,721 | $3.21M | 0.01% | +5,176+19.5% | Added |
| Madison Wealth Management | 31,632 | $3.20M | 0.73% | +535+1.7% | Added |
| Carderock Capital Management Inc | 31,563 | $3.19M | 1.32% | +6,805+27.5% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.19M | 0.70% | +25,000+380.9% | Added |
| South State Corp. | 31,398 | $3.17M | 0.29% | +1,073+3.5% | Added |
| Ami Investment Management Inc | 31,327 | $3.17M | 1.64% | +1,225+4.1% | Added |
| Credit Agricole S A | 31,127 | $3.15M | 0.12% | +6,927+28.6% | Added |
| Jag Capital Management, LLC | 30,885 | $3.12M | 0.45% | +1,233+4.2% | Added |
| Prudential PLC | 30,390 | $3.07M | 0.04% | +17,466+135.1% | Added |
| Page Arthur B | 30,386 | $3.07M | 3.02% | −300−1.0% | Reduced |
| New Mexico Educational Retirement Board | 30,316 | $3.06M | 0.16% | +600+2.0% | Added |
| Captrust Financial Advisors | 30,241 | $3.06M | 0.02% | −92−0.3% | Reduced |
| BancorpSouth Bank | 29,967 | $3.03M | 0.28% | −319−1.1% | Reduced |
| Canada Pension Plan Investment Board | 29,950 | $3.03M | 0.01% | +28,337+1,756.8% | Added |
| Stonnington Group, LLC | 29,862 | $3.02M | 0.83% | −2,000−6.3% | Reduced |
| Horan Capital Advisors, LLC. | 29,639 | $3.00M | 1.31% | +70+0.2% | Added |
| Howe & Rusling Inc | 29,620 | $2.99M | 0.38% | +11,855+66.7% | Added |
| La Banque Postale Asset Management SA | 29,586 | $2.99M | 0.09% | +29,586 | New |
| TownSquare Capital, LLC | 29,574 | $2.99M | 0.07% | −733−2.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 29,068 | $2.94M | 0.37% | +808+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,039 | $2.93M | 0.22% | −120.0% | Reduced |
| BKD Wealth Advisors, LLC | 28,937 | $2.92M | 0.10% | +1,154+4.2% | Added |
| Vestmark Advisory Solutions, Inc. | 28,900 | $2.92M | 0.14% | −128−0.4% | Reduced |
| Allstate Corp | 28,863 | $2.92M | 0.09% | +359+1.3% | Added |
| Allstate Investment Management Co | 28,863 | $2.92M | 0.09% | +28,863 | New |
| Cubist Systematic Strategies, LLC | 28,790 | $2.91M | 0.02% | −27,191−48.6% | Reduced |
| Verdence Capital Advisors LLC | 28,761 | $2.91M | 0.36% | −10,977−27.6% | Reduced |
| First Horizon Advisors, Inc. | 28,542 | $2.88M | 0.11% | −980−3.3% | Reduced |
| Clayton Partners LLC | 28,282 | $2.86M | 2.70% | +26+0.1% | Added |
| EagleClaw Capital Managment, LLC | 28,235 | $2.85M | 0.69% | +3,525+14.3% | Added |
| United Capital Financial Advisers, LLC | 28,198 | $2.85M | 0.02% | −2,498−8.1% | Reduced |
| Fiduciary Trust Co | 28,004 | $2.83M | 0.06% | −289−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 27,960 | $2.83M | 1.52% | +450+1.6% | Added |
| Triad Investment Management | 27,842 | $2.81M | 4.40% | +120.0% | Added |
| National Asset Management, Inc. | 27,777 | $2.81M | 0.08% | −4,688−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 27,699 | $2.80M | 0.12% | −123,333−81.7% | Reduced |
| Bokf, NA | 27,533 | $2.78M | 0.05% | +2,283+9.0% | Added |
| Mount Yale Investment Advisors, LLC | 27,209 | $2.75M | 0.31% | −434−1.6% | Reduced |
| Advisor Partners II, LLC | 27,188 | $2.75M | 0.17% | +2,219+8.9% | Added |
| Indiana Trust & Investment Management CO | 27,112 | $2.74M | 1.55% | −49−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 26,944 | $2.72M | 1.05% | +386+1.5% | Added |
| Glenmede Trust Co NA | 26,920 | $2.72M | 0.02% | +4,408+19.6% | Added |
| Wealthfront Advisers LLC | 26,913 | $2.72M | 0.01% | −1,329−4.7% | Reduced |
| Harvest Volatility Management LLC | 26,808 | $2.71M | 0.55% | −7,123−21.0% | Reduced |
| Boenning & Scattergood, Inc. | 26,702 | $2.71M | 0.44% | +100+0.4% | Added |
| Baldwin Investment Management, LLC | 26,785 | $2.71M | 0.49% | −71−0.3% | Reduced |
| Dempze Nancy E | 26,747 | $2.70M | 2.64% | +383+1.5% | Added |
| Occudo Quantitative Strategies LP | 26,489 | $2.68M | 0.31% | +26,489 | New |
| Barry Investment Advisors, LLC | 26,385 | $2.67M | 0.84% | −1,577−5.6% | Reduced |
| Capital City Trust Co | 26,230 | $2.65M | 0.87% | −902−3.3% | Reduced |
| Robbins Farley LLC | 26,120 | $2.64M | 2.04% | +9,132+53.8% | Added |
| Soltis Investment Advisors LLC | 25,897 | $2.62M | 0.34% | +25,897 | New |
| Twin Capital Management Inc | 25,668 | $2.59M | 0.34% | +25,668 | New |
| Anderson Hoagland & Co | 24,909 | $2.55M | 0.37% | +142+0.6% | Added |