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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 25,119 | $2.54M | 2.01% | +25,119 | New |
| Cary Street Partner Investment Advisory LLC | 25,112 | $2.54M | 0.19% | −1,031−3.9% | Reduced |
| United Services Automobile Association | 25,011 | $2.53M | 0.06% | +1,433+6.1% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $2.53M | 0.04% | +25,000 | New |
| Ameritas Advisory Services, LLC | 24,983 | $2.53M | 0.12% | +4,913+24.5% | Added |
| Marietta Investment Partners LLC | 24,915 | $2.52M | 0.71% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 24,683 | $2.49M | 2.15% | +169+0.7% | Added |
| Vestcor Inc | 24,543 | $2.48M | 0.09% | +10,073+69.6% | Added |
| Eads & Heald Wealth Management | 24,498 | $2.48M | 1.26% | +385+1.6% | Added |
| Agate Pass Investment Management, LLC | 24,391 | $2.47M | 1.74% | −975−3.8% | Reduced |
| First Citizens Bank & Trust Co | 24,211 | $2.45M | 0.07% | +1,071+4.6% | Added |
| Bridges Investment Management Inc | 24,165 | $2.44M | 0.09% | −7,435−23.5% | Reduced |
| Stephens Inc | 24,101 | $2.44M | 0.05% | +13,474+126.8% | Added |
| Old Second National Bank of Aurora | 24,074 | $2.43M | 0.72% | −315−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 24,000 | $2.43M | 0.25% | −2,890−10.7% | Reduced |
| Capstone Investment Advisors, LLC | 23,857 | $2.41M | 0.06% | −12,785−34.9% | Reduced |
| Ieq Capital, LLC | 23,596 | $2.38M | 0.07% | +2,552+12.1% | Added |
| Moors & Cabot, Inc. | 23,535 | $2.38M | 0.17% | +290+1.2% | Added |
| Trust Co of Oklahoma | 23,379 | $2.36M | 0.95% | −119−0.5% | Reduced |
| Okabena Investment Services Inc | 23,323 | $2.36M | 1.70% | −171−0.7% | Reduced |
| Wisconsin Capital Management LLC | 23,323 | $2.36M | 1.79% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 23,280 | $2.35M | 0.07% | +1,695+7.9% | Added |
| Toroso Investments, LLC | 23,246 | $2.35M | 0.09% | +11,362+95.6% | Added |
| Dillon & Associates Inc | 23,112 | $2.33M | 0.50% | +2,982+14.8% | Added |
| Harvey Capital Management Inc | 22,960 | $2.32M | 0.97% | −2,240−8.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,921 | $2.32M | 0.20% | 00.0% | Unchanged |
| JustInvest LLC | 22,919 | $2.32M | 0.10% | −1,897−7.6% | Reduced |
| Carmel Capital Management L.L.C. | 22,715 | $2.30M | 1.42% | +400+1.8% | Added |
| Cary Street Partners Asset Management LLC | 22,602 | $2.28M | 0.46% | +2,010+9.8% | Added |
| True North Advisors, LLC | 22,506 | $2.27M | 0.78% | +40.0% | Added |
| Trinity Financial Advisors LLC | 22,498 | $2.27M | 1.49% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 22,316 | $2.26M | 0.04% | +5,463+32.4% | Added |
| Argyle Capital Management Inc. | 22,106 | $2.23M | 0.77% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 21,163 | $2.23M | 0.09% | −925−4.2% | Reduced |
| Pacer Advisors, Inc. | 21,676 | $2.19M | 0.01% | +763+3.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,548 | $2.18M | 0.04% | +586+2.8% | Added |
| Regent Investment Management LLC | 21,443 | $2.17M | 0.58% | −155−0.7% | Reduced |
| Benchmark Investment Advisors LLC | 21,265 | $2.15M | 2.27% | −250−1.2% | Reduced |
| Arabesque Asset Management Ltd | 21,166 | $2.14M | 0.72% | +21,166 | New |
| Albert D Mason Inc | 20,707 | $2.09M | 1.49% | +107+0.5% | Added |
| Campbell Newman Asset Management Inc | 20,590 | $2.08M | 0.21% | −96−0.5% | Reduced |
| Leonteq Securities AG | 20,268 | $2.05M | 0.11% | +637+3.2% | Added |
| Capital Analysts, LLC | 20,234 | $2.04M | 0.12% | −614−2.9% | Reduced |
| Hall Laurie J Trustee | 20,065 | $2.03M | 0.91% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,023 | $2.02M | 0.03% | −542−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,904 | $2.01M | 0.05% | −3,852−16.2% | Reduced |
| Vontobel Holding Ltd. | 20,030 | $2.00M | 0.02% | +3,515+21.3% | Added |
| Everence Capital Management Inc | 19,746 | $2.00M | 0.17% | −1,620−7.6% | Reduced |
| Qube Research & Technologies Ltd | 19,732 | $1.99M | 0.01% | −272,051−93.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 19,657 | $1.99M | 1.67% | −368−1.8% | Reduced |
| West Tower Group, LLC | 19,510 | $1.97M | 5.38% | +19,510 | New |
| Gamble Jones Investment Counsel | 19,502 | $1.97M | 0.15% | −200−1.0% | Reduced |
| Altrafin AG | 19,200 | $1.94M | 1.14% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 19,151 | $1.94M | 0.26% | −77−0.4% | Reduced |
| Ellenbecker Investment Group | 19,152 | $1.94M | 0.57% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,107 | $1.93M | 0.07% | +14,232+291.9% | Added |
| LaFleur & Godfrey LLC | 18,660 | $1.89M | 0.31% | +2,070+12.5% | Added |
| WESCAP Management Group, Inc. | 18,575 | $1.88M | 0.66% | −155−0.8% | Reduced |
| Jacobsen Capital Management | 18,500 | $1.87M | 1.00% | −2,387−11.4% | Reduced |
| Birch Capital Management, LLC | 18,423 | $1.86M | 1.28% | +1,316+7.7% | Added |
| CoreCap Advisors, LLC | 18,127 | $1.83M | 0.13% | +18,127 | New |
| We Are One Seven, LLC | 17,897 | $1.81M | 0.18% | +404+2.3% | Added |
| Gyroscope Capital Management Group, LLC | 17,866 | $1.81M | 0.55% | +926+5.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,685 | $1.79M | 0.08% | −1,708−8.8% | Reduced |
| Harbor Capital Advisors, Inc. | 17,647 | $1.78M | 1.77% | +17,647 | New |
| CWM, LLC | 17,551 | $1.77M | 0.01% | +2,567+17.1% | Added |
| Horizon Investments, LLC | 17,523 | $1.77M | 0.05% | +3,994+29.5% | Added |
| American Century Companies Inc | 17,521 | $1.77M | 0.00% | +3,185+22.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,469 | $1.77M | 0.20% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 17,406 | $1.76M | 0.16% | +7,383+73.7% | Added |
| Chicago Trust Co NA | 17,407 | $1.76M | 0.44% | −399−2.2% | Reduced |
| Achmea Investment Management B.V. | 18,539 | $1.76M | 0.06% | +9,674+109.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,332 | $1.75M | 0.09% | −230−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 17,083 | $1.73M | 0.05% | +8,192+92.1% | Added |
| Choate Investment Advisors | 16,960 | $1.71M | 0.10% | +8,115+91.7% | Added |
| SYSTM Wealth Solutions LLC | 16,720 | $1.69M | 0.21% | +16,720 | New |
| Jacobi Capital Management LLC | 16,707 | $1.69M | 0.21% | +450+2.8% | Added |
| Scotia Capital Inc. | 16,545 | $1.67M | 0.01% | +3,240+24.4% | Added |
| Meridian Wealth Advisors, LLC | 16,461 | $1.66M | 0.43% | +16,461 | New |
| GDS Wealth Management | 16,350 | $1.65M | 0.32% | +16,350 | New |
| Central Trust Co | 16,302 | $1.65M | 0.05% | +11,690+253.5% | Added |
| Mission Wealth Management, LP | 16,295 | $1.65M | 0.08% | −502−3.0% | Reduced |
| Credential Qtrade Securities Inc. | 16,234 | $1.64M | 0.12% | −230−1.4% | Reduced |
| Pathstone Family Office, LLC | 24,763 | $1.64M | 0.03% | +9,690+64.3% | Added |
| Accurate Wealth Management, LLC | 16,169 | $1.63M | 0.60% | −12,222−43.0% | Reduced |
| North Star Investment Management Corp. | 16,018 | $1.62M | 0.14% | +18+0.1% | Added |
| Wolf Group Capital Advisors | 16,012 | $1.62M | 0.76% | −992−5.8% | Reduced |
| Burney Co | 15,927 | $1.61M | 0.08% | +5,897+58.8% | Added |
| Buckingham Strategic Wealth, LLC | 15,913 | $1.61M | 0.03% | −587−3.6% | Reduced |
| Keeler Thomas Management LLC | 15,856 | $1.60M | 0.81% | −766−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 15,800 | $1.60M | 0.45% | +15,800 | New |
| Spire Wealth Management | 15,777 | $1.59M | 0.09% | +28+0.2% | Added |
| Empirical Finance, LLC | 15,720 | $1.59M | 0.16% | +1,602+11.3% | Added |
| South Dakota Investment Council | 15,639 | $1.58M | 0.04% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 13,542 | $1.58M | 1.73% | +13,542 | New |
| Jones Financial Companies LLLP | 15,589 | $1.58M | 0.00% | +814+5.5% | Added |
| Cunning Capital Partners, LP | 15,575 | $1.57M | 1.11% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,535 | $1.57M | 0.05% | −9,801−38.7% | Reduced |
| Umb Bank N A | 15,499 | $1.57M | 0.02% | −1,644−9.6% | Reduced |
| Veritable, L.P. | 15,474 | $1.56M | 0.03% | +396+2.6% | Added |