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 |
|---|---|---|---|---|---|
| Boston Partners | 9,607 | $971.0K | 0.00% | +9,607 | New |
| Integrated Advisors Network LLC | 9,605 | $970.7K | 0.06% | −299−3.0% | Reduced |
| Boston Private Wealth LLC | 9,580 | $968.3K | 0.01% | −180−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,565 | $967.0K | 0.06% | −957−9.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,450 | $955.0K | 0.38% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,278 | $937.7K | 0.03% | +5,129+123.6% | Added |
| Bayesian Capital Management, LP | 9,222 | $932.1K | 0.14% | +9,222 | New |
| Addison Advisors LLC | 9,212 | $931.1K | 0.56% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 9,204 | $930.2K | 0.09% | +205+2.3% | Added |
| Brookstone Capital Management | 9,093 | $929.1K | 0.02% | −160−1.7% | Reduced |
| Investment Management Corp of Ontario | 9,185 | $928.3K | 0.05% | +9,185 | New |
| Brown Capital Management LLC | 9,175 | $927.3K | 0.02% | −214−2.3% | Reduced |
| Aurora Investment Counsel | 9,149 | $924.7K | 0.64% | −87−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 9,041 | $913.8K | 0.30% | +2,754+43.8% | Added |
| Bleakley Financial Group, LLC | 9,026 | $912.3K | 0.03% | +9,026 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,890 | $910.5K | 0.56% | +8,890 | New |
| Kendall Capital Management | 8,990 | $909.0K | 0.46% | −780−8.0% | Reduced |
| Avantax Advisory Services, Inc. | 8,968 | $906.4K | 0.01% | +211+2.4% | Added |
| Intelligence Driven Advisers, LLC | 8,665 | $885.4K | 0.16% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 8,700 | $879.3K | 0.01% | −3,800−30.4% | Reduced |
| Grimes & Company, Inc. | 8,689 | $878.2K | 0.04% | +604+7.5% | Added |
| Freestone Capital Holdings, LLC | 8,671 | $876.4K | 0.04% | −1,135−11.6% | Reduced |
| Green Harvest Asset Management LLC | 8,661 | $875.4K | 0.04% | +8,661 | New |
| Sompo Asset Management Co., Ltd. | 8,640 | $873.2K | 0.20% | +1,640+23.4% | Added |
| Harbour Investments, Inc. | 8,635 | $872.7K | 0.05% | +1,892+28.1% | Added |
| EP Wealth Advisors, LLC | 8,626 | $871.8K | 0.02% | +8,626 | New |
| Riverwater Partners LLC | 8,557 | $864.9K | 0.74% | +316+3.8% | Added |
| Granite Investment Partners, LLC | 8,540 | $863.1K | 0.04% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $863.0K | 0.63% | +8,539 | New |
| Mitchell Capital Management Co | 8,522 | $861.3K | 0.24% | 00.0% | Unchanged |
| Veracity Capital LLC | 8,514 | $860.5K | 0.41% | −223−2.6% | Reduced |
| Y.D. More Investments Ltd | 8,470 | $859.7K | 0.23% | +8,470 | New |
| Secure Asset Management, LLC | 8,425 | $851.5K | 0.31% | +6,269+290.8% | Added |
| WealthShield Partners, LLC | 8,424 | $851.4K | 0.16% | +8,424 | New |
| Los Angeles Capital Management LLC | 8,395 | $848.5K | 0.00% | −68−0.8% | Reduced |
| ICW Investment Advisors LLC | 8,375 | $846.6K | 0.51% | +86+1.0% | Added |
| Wayfinding Financial, LLC | 8,343 | $836.0K | 0.67% | −254−3.0% | Reduced |
| Key Financial Inc | 8,906 | $833.3K | 0.39% | 00.0% | Unchanged |
| First Nebraska Trust Co | 8,235 | $832.3K | 0.11% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 8,229 | $831.7K | 0.13% | +678+9.0% | Added |
| Coldstream Capital Management Inc | 8,219 | $830.7K | 0.03% | +8,219 | New |
| Johnson Financial Group, Inc. | 8,191 | $827.9K | 0.07% | −155−1.9% | Reduced |
| FDx Advisors, Inc. | 8,183 | $827.0K | 0.04% | +467+6.1% | Added |
| Peoples Bank | 8,165 | $825.2K | 0.53% | −130−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 8,133 | $822.0K | 0.03% | +360+4.6% | Added |
| Bridgefront Capital, LLC | 8,055 | $814.1K | 0.57% | +8,055 | New |
| Williams Jones Wealth Management, LLC. | 7,992 | $807.8K | 0.01% | −147−1.8% | Reduced |
| Venturi Wealth Management, LLC | 7,978 | $806.3K | 0.07% | −567−6.6% | Reduced |
| Washington Trust Co | 7,953 | $803.8K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,899 | $798.4K | 0.01% | −30−0.4% | Reduced |
| Archford Capital Strategies, LLC | 7,882 | $796.6K | 0.18% | −409−4.9% | Reduced |
| Zeke Capital Advisors, LLC | 7,862 | $794.6K | 0.05% | +421+5.7% | Added |
| Financial Insights, Inc. | 7,857 | $794.1K | 0.38% | +7,857 | New |
| Fortis Capital Management LLC | 7,848 | $793.2K | 0.59% | −219−2.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,762 | $784.5K | 0.37% | +7,762 | New |
| Principal Street Partners, LLC | 7,742 | $782.5K | 0.20% | +31+0.4% | Added |
| Spinnaker Trust | 7,716 | $780.0K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 7,688 | $777.0K | 0.39% | +7,688 | New |
| Seeyond | 7,682 | $776.4K | 0.08% | +5,457+245.3% | Added |
| Integrated Wealth Concepts LLC | 7,631 | $771.0K | 0.02% | +89+1.2% | Added |
| Kowal Investment Group, LLC | 7,614 | $769.5K | 0.23% | −102−1.3% | Reduced |
| Stevard, LLC | 7,600 | $768.1K | 0.66% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,560 | $764.1K | 0.05% | −494−6.1% | Reduced |
| Equitable Holdings, Inc. | 7,551 | $763.2K | 0.01% | −2,726−26.5% | Reduced |
| Landaas & Co | 7,548 | $763.0K | 0.42% | −1,436−16.0% | Reduced |
| Wahed Invest LLC | 7,499 | $757.9K | 0.39% | +701+10.3% | Added |
| Fragasso Group Inc. | 7,490 | $757.0K | 0.09% | +7,490 | New |
| SRS Capital Advisors, Inc. | 7,462 | $754.2K | 0.10% | +180+2.5% | Added |
| Strategic Investment Advisors | 7,461 | $754.1K | 0.16% | +655+9.6% | Added |
| Stratos Wealth Partners, LTD. | 7,460 | $754.0K | 0.02% | −188−2.5% | Reduced |
| Davidson Capital Management Inc. | 7,417 | $749.6K | 0.51% | +7,417 | New |
| Cigna Investments Inc | 7,390 | $747.0K | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,371 | $745.0K | 0.20% | −33−0.4% | Reduced |
| First National Advisers, LLC | 7,347 | $743.0K | 0.95% | +786+12.0% | Added |
| Wellington Management Group LLP | 7,349 | $742.8K | 0.00% | −60,969−89.2% | Reduced |
| Abacus Wealth Partners, LLC | 7,328 | $740.6K | 0.26% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,265 | $734.0K | 0.02% | +15+0.2% | Added |
| VeraBank, N.A. | 7,259 | $733.7K | 0.37% | +129+1.8% | Added |
| Bamco Inc | 7,200 | $727.7K | 0.00% | +5,200+260.0% | Added |
| Wesbanco Bank Inc | 7,108 | $718.0K | 0.03% | +7,108 | New |
| Meritage Portfolio Management | 7,099 | $717.0K | 0.06% | −230−3.1% | Reduced |
| Voya Financial Advisors, Inc. | 7,051 | $715.7K | 0.09% | −1,073−13.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,002 | $707.7K | 0.15% | +368+5.5% | Added |
| Dryden Capital, LLC | 7,000 | $707.5K | 0.94% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 6,990 | $706.5K | 0.17% | +841+13.7% | Added |
| Sand Hill Global Advisors, LLC | 6,986 | $706.1K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,939 | $701.3K | 0.24% | +10+0.1% | Added |
| City Holding Co | 6,873 | $694.6K | 0.13% | +1,026+17.5% | Added |
| Boston Common Asset Management, LLC | 6,864 | $694.0K | 0.03% | −499−6.8% | Reduced |
| Meridian Wealth Management, LLC | 6,866 | $693.9K | 0.07% | +3,931+133.9% | Added |
| Sheets Smith Wealth Management | 6,836 | $690.9K | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,830 | $690.3K | 0.06% | −50−0.7% | Reduced |
| Wright Investors Service Inc | 6,779 | $685.2K | 0.20% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 6,753 | $682.5K | 0.02% | +1,127+20.0% | Added |
| Townsend Asset Management Corp | 6,745 | $681.7K | 0.34% | −100−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 6,737 | $680.9K | 0.06% | +1,076+19.0% | Added |
| Chesapeake Wealth Management | 6,731 | $680.3K | 0.30% | −202−2.9% | Reduced |
| SkyOak Wealth, LLC | 6,700 | $677.2K | 0.23% | −678−9.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,682 | $675.0K | 0.34% | −478−6.7% | Reduced |
| Trust Asset Management LLC | 6,651 | $672.2K | 0.08% | 00.0% | Unchanged |