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Livermore
Livermore
ZHEN

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.

Q1 2023 vs. Q4 2022

How the institutions holding Fiserv Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of FISV: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,433231,436+26
Shares560.5M496.4K563.3M+3.26M (+0.6%)
Value$56.6B$50.3M$63.4B+$6.80B (+12.0%)

23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held Fiserv Inc at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 125 by value.

Institutions new to FISV in Q1 2023
InstitutionSharesValue% of portfolio
Egerton Capital (UK) LLP3,499,199$395.5M4.27%
Adage Capital Partners GP, L.L.C.840,831$95.0M0.21%
Samlyn Capital, LLC649,463$73.4M1.35%
Balyasny Asset Management LLC620,655$70.2M0.23%
Abn Amro Investment Solutions543,974$61.5M1.27%
Liontrust Investment Partners LLP383,834$43.4M0.65%
Hudson Bay Capital Management LP280,000$31.6M0.34%
Giverny Capital Inc.SuperinvestorGiverny Capital260,671$29.5M1.77%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH145,773$16.5M0.78%
Winton Group Ltd100,537$11.4M0.69%
Honeycomb Asset Management LP100,000$11.3M2.65%
Eisler Capital (UK) Ltd.91,802$10.4M0.90%
Twin Tree Management, LP83,207$9.40M0.27%
LSV Asset Management62,900$7.11M0.02%
Cyrus J. Lawrence, LLC51,523$5.82M1.69%
NorthCrest Asset Manangement, LLC34,799$3.93M0.16%
Nilsine Partners, LLC32,479$3.67M0.58%
USA Financial Portformulas Corp27,665$3.13M5.07%
Vinva Investment Management Ltd18,290$2.07M0.17%
Investment Research & Advisory Group, Inc.17,692$2.00M1.30%
Horizon Investment Services, LLC15,106$1.71M1.10%
Callan Family Office, LLC13,638$1.54M0.37%
Landscape Capital Management, L.L.C.11,379$1.29M0.18%
C2C Wealth Management, LLC10,695$1.22M0.20%
Econ Financial Services Corp10,652$1.20M0.91%
Inceptionr LLC10,027$1.13M0.36%
Van Leeuwen & Company, LLC9,992$1.13M0.76%
Ostrum Asset Management9,121$1.03M0.09%
Darwin Advisors, LLC8,476$992.6K0.27%
WT Wealth Management8,524$963.4K0.42%
Virtus ETF Advisers LLC8,408$950.4K0.52%
Sciencast Management LP6,917$822.5K1.09%
Channel Wealth LLC7,004$791.7K0.51%
Retireful, LLC6,917$781.8K0.25%
Fox Run Management, L.L.C.6,709$758.3K0.25%
Qtron Investments LLC6,040$682.7K0.14%
Hennessy Advisors Inc6,000$678.2K0.05%
Independent Advisor Alliance5,601$633.1K0.03%
CFO4Life Group, LLC5,436$614.4K0.14%
Voloridge Investment Management, LLC5,160$583.2K0.00%
Connectus Wealth, LLC5,052$571.1K0.01%
Cape Investment Advisory, Inc.4,387$495.9K0.30%
Greenup Street Wealth Management LLC4,175$471.9K0.17%
Level Four Advisory Services, LLC4,127$466.5K0.03%
HBK Investments L P3,973$449.1K0.02%
Caas Capital Management LP3,900$440.8K0.14%
Cookson Peirce & Co Inc3,543$400.0K0.03%
Empower Advisory Group, LLC3,439$388.0K0.00%
Matisse Capital3,248$367.1K0.24%
Desjardins Global Asset Management Inc.3,190$361.0K0.05%
Lumature Wealth Partners, LLC3,154$356.5K0.20%
Edgestream Partners, L.P.3,143$355.3K0.04%
Legacy Capital Group California, Inc.2,882$325.8K0.16%
Ritholtz Wealth Management2,677$302.6K0.02%
PEAK6 Investments LLC2,668$301.6K0.02%
Edge Capital Group, LLC2,560$289.4K0.02%
Empowered Funds, LLC2,548$288.0K0.02%
Allred Capital Management, LLC2,517$284.5K0.15%
WBH Advisory Inc2,486$281.0K0.04%
PFG Investments, LLC2,463$278.3K0.06%
Mirabella Financial Services LLP2,462$278.3K0.06%
PDS Planning, Inc2,423$273.9K0.04%
Fidelis Capital Partners, LLC2,206$265.4K0.11%
Sowell Financial Services LLC2,317$262.0K0.02%
Red Door Wealth Management, LLC2,296$259.5K0.08%
GPS Wealth Strategies Group, LLC2,272$256.8K0.05%
ISAM Funds (UK) Ltd2,212$250.0K0.32%
Sage Mountain Advisors LLC2,183$246.7K0.04%
Foster & Motley Inc2,111$239.0K0.02%
Canandaigua National Bank & Trust Co2,106$238.0K0.04%
Haverford Trust Co2,055$232.3K0.00%
Perpetual Ltd2,055$232.3K0.00%
BSW Wealth Partners2,045$231.1K0.05%
Summit X, LLC2,026$229.0K0.06%
Trust Co of Toledo NA2,023$228.7K0.04%
Cable Hill Partners, LLC2,010$227.2K0.04%
Old Mission Capital LLC1,986$224.5K0.01%
Wealth Management Associates, Inc.1,938$219.1K0.14%
Front Barnett Associates LLC1,940$219.0K0.03%
Hengehold Capital Management LLC1,923$217.4K0.03%
Sargent Investment Group, LLC1,920$216.6K0.06%
Resonant Capital Advisors, LLC1,911$216.0K0.02%
Curated Wealth Partners LLC1,910$215.9K0.05%
Hourglass Capital, LLC1,900$214.8K0.08%
Pinnacle Wealth Management Advisory Group, LLC1,891$213.7K0.03%
Excalibur Management Corp1,844$208.4K0.11%
Jackson Creek Investment Advisors LLC1,837$208.0K0.09%
Lodestar Private Asset Management LLC1,830$206.8K0.04%
KFG Wealth Management, LLC1,781$206.1K0.14%
Catalyst Financial Partners LLC1,822$205.9K0.09%
Legacy Financial Advisors, Inc.1,815$205.3K0.04%
Davy Global Fund Management Ltd1,796$203.0K0.04%
Virtue Capital Management, LLC1,714$202.9K0.03%
Berkshire Asset Management LLC1,792$202.6K0.01%
Richwood Investment Advisors, LLC1,770$200.1K0.20%
25 LLC1,604$191.7K0.12%
Generali Investments Towarzystwo Funduszy Inwestycyjnych1,650$186.5K0.19%
Sugarloaf Wealth Management, LLC915$103.5K0.03%
Milestone Investment Advisors LLC872$98.6K0.03%
Systematic Alpha Investments, LLC844$95.4K0.01%

Sold out (99)

Institutions that held Fiserv Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of FISV in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Findlay Park Partners LLP1,078,548$109.0M
Hotchkis & Wiley Capital Management LLC1,069,984$108.1M
Contour Asset Management LLC565,060$57.1M
PointState Capital LP544,978$55.1M
Junto Capital Management LP479,835$48.5M
Park Presidio Capital LLC378,172$38.2M
Walleye Capital LLC214,874$21.7M
Incline Global Management LLC170,302$17.2M
Partners Capital Investment Group, LLP164,596$16.6M
Hitchwood Capital Management LP130,000$13.1M
Gillson Capital LP124,640$12.6M
North Growth Management Ltd.101,000$10.2M
Fernbridge Capital Management LP77,040$7.79M
Saba Capital Management, L.P.76,124$7.69M
Woodline Partners LP67,889$6.86M
ExodusPoint Capital Management, LP57,495$5.81M
Nomura Holdings Inc50,120$5.06M
BW Gestao de Investimentos Ltda.45,130$4.56M
Artemis Investment Management LLP36,204$3.67M
Occudo Quantitative Strategies LP26,489$2.68M
Varma Mutual Pension Insurance Co25,000$2.53M
Arabesque Asset Management Ltd21,166$2.14M
Qube Research & Technologies Ltd19,732$1.99M
West Tower Group, LLC19,510$1.97M
Greenland Capital Management LP13,486$1.36M
Teza Capital Management LLC12,649$1.28M
New England Research & Management, Inc.12,051$1.22M
Cumberland Partners Ltd11,750$1.19M
Community Capital Management, Inc.11,400$1.15M
Ruffer LLP10,000$1.01M
Wexford Capital LP10,015$1.01M
Black Swift Group, LLC10,000$1.01M
Boston Partners9,607$971.0K
Investment Management Corp of Ontario9,185$928.3K
Bridgefront Capital, LLC8,055$814.1K
McElhenny Sheffield Capital Management, LLC7,762$784.5K
Fragasso Group Inc.7,490$757.0K
Park Avenue Securities LLC6,038$610.0K
Rollins Financial5,176$523.2K
Maven Securities LTD5,122$517.7K
Qsemble Capital Management, LP4,900$495.2K
Kula Investments, LLC4,404$445.1K
CWA Asset Management Group, LLC4,149$419.3K
Centiva Capital, LP3,993$403.6K
Trillium Asset Management, LLC3,973$402.0K
Virtu Financial LLC3,626$366.0K
Pearl River Capital, LLC3,354$339.0K
Petrus Trust Company, LTA3,133$316.7K
Obermeyer Wood Investment Counsel, LLLP3,100$313.3K
Cito Capital Group, LLC3,000$303.0K
Oversea-Chinese Banking CORP Ltd2,974$301.0K
WealthPlan Investment Management, LLC2,576$300.0K
Money Concepts Capital Corp2,578$260.6K
Peloton Wealth Strategists2,552$258.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,440$246.6K
Gitterman Wealth Management, LLC2,342$236.7K
Grassi Investment Management2,275$230.0K
Lynch Asset Management, Inc.2,250$227.4K
MQS Management LLC2,241$226.5K
Townsend & Associates, Inc1,903$221.6K
Childress Capital Advisors, LLC2,170$219.3K
Mason Investment Advisory Services, Inc.2,148$217.1K
SBB Research Group LLC2,095$211.7K
JLB & Associates Inc2,075$209.0K
Seven Eight Capital, LP2,061$208.3K
Ropes Wealth Advisors LLC2,034$205.6K
Paloma Partners Management Co2,032$205.4K
Silver Oak Securities, Inc2,013$203.0K
GraniteShares Advisors LLC2,006$202.7K
International Assets Investment Management, LLC11,419$152.9K
3Chopt Investment Partners, LLC1,448$146.3K
DuPont Capital Management Corp1,339$135.3K
Freedom Wealth Alliance, LLC1,166$117.8K
Zullo Investment Group, Inc.1,105$111.7K
Granite FO LLC920$96.0K
WFA of San Diego, LLC870$87.9K
Norway Savings Bank803$81.2K
Advanced Asset Management Advisors Inc450$45.5K
Migdal Insurance & Financial Holdings Ltd.343$35.0K
Beaird Harris Wealth Management, LLC332$33.6K
Optiver Holding B.V.329$33.0K
Coppell Advisory Solutions LLC300$30.3K
Coppell Advisory Solutions Corp.300$30.3K
Elequin Capital LP218$22.0K
General Partner, Inc.211$21.3K
Tucker Asset Management LLC111$11.3K
Fiduciary Alliance LLC75$7.58K
Glassy Mountain Advisors, Inc.68$6.87K
Leelyn Smith, LLC67$6.77K
Hanson & Doremus Investment Management50$5.00K
My Personal CFO, LLC43$4.35K
Sierra Capital LLC40$4.00K
Arcus Capital Partners, LLC32$3.23K
EWG Elevate Inc.23$2.33K
MinichMacGregor Wealth Management, LLC17$1.72K
Creative Capital Management Investments LLC10$1.00K
True Wealth Design, LLC6$606
WestEnd Advisors, LLC4$404
Ancora Advisors, LLC4$0

Not filed for Q1 2023 yet (23)

Institutions that held Fiserv Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FISV in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Gofen & Glossberg LLC206,145$20.8M
Comerica Bank108,798$11.3M
Allstate Investment Management Co28,863$2.92M
Boenning & Scattergood, Inc.26,702$2.71M
Regent Investment Management LLC21,443$2.17M
Gamble Jones Investment Counsel19,502$1.97M
CoreCap Advisors, LLC18,127$1.83M
Sheets Smith Investment Management13,542$1.58M
Zeke Capital Advisors, LLC7,862$794.6K
Seeyond7,682$776.4K
ARGI Investment Services, LLC7,265$734.0K
Delphi Management Inc3,878$392.0K
Personal Capital Advisors Corp3,614$365.3K
Laurel Wealth Advisors, Inc.3,581$362.0K
Semmax Financial Advisors Inc.3,443$358.0K
Marotta Asset Management3,200$323.4K
Fairhaven Wealth Management, LLC2,224$224.8K
Pendal Group Limited2,093$211.5K
Canandaigua National Corp2,001$202.0K
Sargent Bickham Lagudis LLC1,400$141.5K
St Germain D J Co Inc4,794$26.7K
Trustcore Financial Services, LLC124$12.5K
Boulder Wealth Advisors, LLC90$9.00K