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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 15,466 | $1.56M | 0.10% | −1,510−8.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,394 | $1.56M | 0.06% | +13,063+560.4% | Added |
| Palisade Asset Management, LLC | 15,382 | $1.55M | 0.18% | −570−3.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,318 | $1.55M | 0.51% | −1,066−6.5% | Reduced |
| Waycross Partners, LLC | 15,300 | $1.55M | 0.56% | +500+3.4% | Added |
| Siemens Fonds Invest GmbH | 15,289 | $1.55M | 0.15% | −257−1.7% | Reduced |
| Summit Financial Group Inc | 15,165 | $1.53M | 0.61% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,130 | $1.53M | 0.08% | −91−0.6% | Reduced |
| Engineers Gate Manager LP | 15,064 | $1.52M | 0.09% | −55,779−78.7% | Reduced |
| Guardian Capital LP | 14,860 | $1.50M | 0.05% | −1,180−7.4% | Reduced |
| Tiaa, FSB | 14,757 | $1.49M | 0.01% | +824+5.9% | Added |
| Abundance Wealth Counselors | 14,574 | $1.47M | 0.40% | +1,195+8.9% | Added |
| Annex Advisory Services, LLC | 14,504 | $1.47M | 0.08% | −1,473−9.2% | Reduced |
| HBK Sorce Advisory LLC | 14,224 | $1.44M | 0.04% | +7,147+101.0% | Added |
| CAPROCK Group, Inc. | 14,207 | $1.44M | 0.13% | +1,034+7.8% | Added |
| Fairbanks Capital Management, Inc. | 14,181 | $1.43M | 1.27% | −42−0.3% | Reduced |
| Centurion Wealth Management LLC | 14,179 | $1.43M | 0.81% | +14,179 | New |
| Brown Brothers Harriman & Co | 14,104 | $1.43M | 0.01% | −673−4.6% | Reduced |
| Howland Capital Management LLC | 14,072 | $1.42M | 0.09% | −1,000−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 13,757 | $1.39M | 0.22% | +724+5.6% | Added |
| Moody National Bank Trust Division | 13,632 | $1.38M | 0.12% | +543+4.1% | Added |
| Main Street Financial Solutions, LLC | 13,529 | $1.37M | 0.22% | +627+4.9% | Added |
| Greenland Capital Management LP | 13,486 | $1.36M | 0.25% | +13,486 | New |
| Fayez Sarofim & Co | 13,444 | $1.36M | 0.01% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 13,379 | $1.35M | 0.74% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,330 | $1.35M | 0.70% | −841−5.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,271 | $1.34M | 0.06% | +13,271 | New |
| Provident Trust Co | 13,184 | $1.33M | 0.04% | +10,000+314.1% | Added |
| Independence Bank of Kentucky | 13,105 | $1.32M | 0.59% | −185−1.4% | Reduced |
| AdvisorShares Investments LLC | 12,974 | $1.31M | 0.37% | −333−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 12,942 | $1.31M | 0.02% | +100+0.8% | Added |
| Teza Capital Management LLC | 12,649 | $1.28M | 0.24% | +12,649 | New |
| Greenleaf Trust | 12,541 | $1.27M | 0.02% | +858+7.3% | Added |
| E Fund Management Co., Ltd. | 12,389 | $1.25M | 0.10% | −588−4.5% | Reduced |
| Quantinno Capital Management LP | 12,392 | $1.25M | 0.09% | +12,392 | New |
| BerganKDV Wealth Management, LLC | 12,293 | $1.24M | 0.13% | −42−0.3% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.24M | 0.21% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 12,219 | $1.23M | 0.21% | −1,241−9.2% | Reduced |
| Balentine LLC | 12,166 | $1.23M | 0.04% | +1,255+11.5% | Added |
| Ifrah Financial Services, Inc. | 12,159 | $1.23M | 0.40% | −382−3.0% | Reduced |
| Manchester Capital Management LLC | 12,156 | $1.23M | 0.18% | +4,946+68.6% | Added |
| Davenport & Co LLC | 12,117 | $1.23M | 0.01% | −6,973−36.5% | Reduced |
| Wealthspire Advisors, LLC | 12,082 | $1.22M | 0.02% | +257+2.2% | Added |
| Newman Dignan & Sheerar, Inc. | 12,077 | $1.22M | 0.40% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12,074 | $1.22M | 0.29% | +170+1.4% | Added |
| New England Research & Management, Inc. | 12,051 | $1.22M | 0.70% | +12,051 | New |
| Sawyer & Company, Inc | 11,997 | $1.21M | 0.60% | 00.0% | Unchanged |
| Barbara Oil Co. | 12,000 | $1.21M | 0.58% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,970 | $1.21M | 0.18% | −16−0.1% | Reduced |
| Pitcairn Co | 11,860 | $1.20M | 0.12% | +57+0.5% | Added |
| Cumberland Partners Ltd | 11,750 | $1.19M | 0.13% | +2,250+23.7% | Added |
| Veriti Management LLC | 11,641 | $1.18M | 0.16% | −997−7.9% | Reduced |
| Raymond James Trust N.A. | 11,581 | $1.17M | 0.04% | +2,052+21.5% | Added |
| Community Capital Management, Inc. | 11,400 | $1.15M | 1.49% | −10,200−47.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 11,330 | $1.15M | 0.10% | 00.0% | Unchanged |
| AXS Investments LLC | 11,288 | $1.14M | 0.41% | +1,257+12.5% | Added |
| Alps Advisors Inc | 11,246 | $1.14M | 0.01% | −785−6.5% | Reduced |
| Shorepoint Capital Partners LLC | 11,236 | $1.14M | 0.32% | +43+0.4% | Added |
| Callahan Advisors, LLC | 11,215 | $1.13M | 0.16% | −200−1.8% | Reduced |
| Column Capital Advisors, LLC | 10,992 | $1.11M | 0.18% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,970 | $1.11M | 0.03% | −688−5.9% | Reduced |
| Montecito Bank & Trust | 10,960 | $1.11M | 0.27% | −963−8.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,945 | $1.11M | 0.05% | −1,730−13.6% | Reduced |
| Great Lakes Advisors, LLC | 109,302 | $1.10M | 0.06% | +58,247+114.1% | Added |
| Jackson Hole Capital Partners, LLC | 10,884 | $1.10M | 0.33% | −1,983−15.4% | Reduced |
| Jefferies Financial Group Inc. | 10,873 | $1.10M | 0.02% | +10,873 | New |
| First Interstate Bank | 10,710 | $1.08M | 0.08% | +25+0.2% | Added |
| Lionsbridge Wealth Management LLC | 10,704 | $1.08M | 1.05% | +119+1.1% | Added |
| Legato Capital Management LLC | 10,689 | $1.08M | 0.21% | +10,689 | New |
| SMART Wealth LLC | 10,669 | $1.08M | 0.81% | +10,669 | New |
| Tokio Marine Asset Management Co Ltd | 10,657 | $1.08M | 0.08% | +1,275+13.6% | Added |
| Pinnacle Associates Ltd | 10,620 | $1.07M | 0.02% | −211−1.9% | Reduced |
| GWM Advisors LLC | 18,014 | $1.07M | 0.03% | +1,944+12.1% | Added |
| WCG Wealth Advisors LLC | 10,548 | $1.07M | 0.15% | +926+9.6% | Added |
| AdvisorNet Financial, Inc | 10,518 | $1.06M | 0.10% | −10−0.1% | Reduced |
| Bray Capital Advisors | 10,434 | $1.05M | 0.33% | −2,721−20.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.05M | 0.54% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 10,384 | $1.05M | 0.39% | +166+1.6% | Added |
| Oak Harbor Wealth Partners, LLC | 10,372 | $1.05M | 0.40% | +10,372 | New |
| Gould Capital, LLC | 10,356 | $1.05M | 0.84% | −131−1.2% | Reduced |
| Coronation Fund Managers Ltd. | 10,268 | $1.04M | 0.03% | −112,873−91.7% | Reduced |
| Smithfield Trust Co | 10,248 | $1.04M | 0.07% | +482+4.9% | Added |
| Moloney Securities Asset Management, LLC | 10,259 | $1.04M | 0.23% | +470+4.8% | Added |
| Colony Group LLC | 10,183 | $1.03M | 0.01% | −2,781−21.5% | Reduced |
| Clearstead Advisors, LLC | 10,178 | $1.03M | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,113 | $1.02M | 0.05% | −48−0.5% | Reduced |
| Midwest Professional Planners, LTD. | 10,092 | $1.02M | 0.56% | +574+6.0% | Added |
| NFJ Investment Group, LLC | 10,066 | $1.02M | 0.03% | −9,384−48.2% | Reduced |
| Ruffer LLP | 10,000 | $1.01M | 0.07% | −4,000−28.6% | Reduced |
| Wexford Capital LP | 10,015 | $1.01M | 0.21% | +10,015 | New |
| Black Swift Group, LLC | 10,000 | $1.01M | 0.40% | +10,000 | New |
| Seelaus Asset Management LLC | 9,995 | $1.01M | 0.76% | −2,235−18.3% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.01M | 0.56% | +215+2.2% | Added |
| Ferguson Wellman Capital Management, Inc | 9,865 | $997.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,833 | $993.8K | 0.08% | +133+1.4% | Added |
| Lindbrook Capital, LLC | 9,779 | $988.4K | 0.12% | +5,443+125.5% | Added |
| Regal Investment Advisors LLC | 9,740 | $984.4K | 0.10% | +87+0.9% | Added |
| Meeder Advisory Services, Inc. | 9,696 | $980.0K | 0.12% | +9,696 | New |
| Lederer & Associates Investment Counsel | 9,652 | $976.0K | 0.80% | −309−3.1% | Reduced |
| Cetera Advisors LLC | 9,642 | $974.5K | 0.02% | +2,278+30.9% | Added |