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, Q1 2023
Institutional positions in Fiserv Inc as of Mar 31, 2023. 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
- 1,436
- +26 vs. Q4 2022
- Shares held
- 563.3M
- +3.26M (+0.6%) vs. Q4 2022
- Total value
- $63.4B
- +$6.80B (+12.0%) vs. Q4 2022
- New holders
- 125
- 469 more added
- Sold out
- 99
- 618 more reduced
23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 31,892 | $3.60M | 1.11% | −408−1.3% | Reduced |
| Value Holdings Management Co. LLC | 32,000 | $3.62M | 0.86% | −5,513−14.7% | Reduced |
| Gabelli Funds LLC | 32,020 | $3.62M | 0.03% | −2,300−6.7% | Reduced |
| Diversified Trust Co | 32,178 | $3.64M | 0.14% | +430+1.4% | Added |
| Thomas Story & Son LLC | 32,325 | $3.65M | 1.77% | −100−0.3% | Reduced |
| Nilsine Partners, LLC | 32,479 | $3.67M | 0.58% | +32,479 | New |
| Prime Capital Investment Advisors, LLC | 32,614 | $3.69M | 0.15% | +17,220+111.9% | Added |
| Bull Street Advisors, LLC | 32,655 | $3.69M | 1.91% | +40+0.1% | Added |
| EULAV Asset Management | 32,800 | $3.71M | 0.15% | −218,928−87.0% | Reduced |
| Citizens Financial Group Inc | 32,917 | $3.72M | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 32,940 | $3.72M | 0.51% | +665+2.1% | Added |
| BDO Wealth Advisors, LLC | 33,016 | $3.73M | 0.46% | −886−2.6% | Reduced |
| Glenview Trust Co | 33,228 | $3.76M | 0.11% | −185−0.6% | Reduced |
| Argent Trust Co | 33,501 | $3.79M | 0.24% | −1,914−5.4% | Reduced |
| Profund Advisors LLC | 33,818 | $3.82M | 0.24% | −236−0.7% | Reduced |
| Geneos Wealth Management Inc. | 33,930 | $3.84M | 0.23% | −5,350−13.6% | Reduced |
| Gilman Hill Asset Management, LLC | 34,321 | $3.88M | 0.79% | +1,310+4.0% | Added |
| Knights of Columbus Asset Advisors LLC | 34,777 | $3.93M | 0.39% | +121+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 34,799 | $3.93M | 0.16% | +34,799 | New |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $3.94M | 0.09% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 35,127 | $3.97M | 0.73% | +2,216+6.7% | Added |
| Linker Capital Management Inc. | 35,140 | $3.97M | 4.35% | 00.0% | Unchanged |
| Delaney Dennis R | 35,354 | $4.00M | 3.41% | +400+1.1% | Added |
| Cetera Investment Advisers | 35,777 | $4.04M | 0.04% | −7,190−16.7% | Reduced |
| Freemont Management S.A. | 35,800 | $4.05M | 0.60% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 35,836 | $4.05M | 0.02% | +27,441+326.9% | Added |
| Blume Capital Management, Inc. | 35,940 | $4.06M | 1.29% | −1,283−3.4% | Reduced |
| Ironwood Investment Counsel, LLC | 36,138 | $4.08M | 0.97% | +1,108+3.2% | Added |
| First Business Financial Services, Inc. | 36,410 | $4.12M | 0.52% | −27,219−42.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 36,768 | $4.16M | 0.29% | −1,765−4.6% | Reduced |
| Close Asset Management Ltd | 37,021 | $4.18M | 0.21% | +3,333+9.9% | Added |
| Cloverfields Capital Group, LP | 37,026 | $4.19M | 1.25% | +3,744+11.2% | Added |
| Baxter Bros Inc | 37,214 | $4.21M | 0.66% | −1,892−4.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 37,275 | $4.21M | 0.46% | +1,024+2.8% | Added |
| Illinois Municipal Retirement Fund | 37,382 | $4.22M | 0.09% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 37,395 | $4.23M | 2.18% | −669−1.8% | Reduced |
| Keel Point, LLC | 37,613 | $4.25M | 0.61% | +1,204+3.3% | Added |
| Industrial Alliance Investment Management Inc. | 37,778 | $4.27M | 0.12% | −5,757−13.2% | Reduced |
| Tandem Investment Advisors, Inc. | 37,921 | $4.29M | 0.21% | −3,255−7.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 38,049 | $4.30M | 2.19% | −314−0.8% | Reduced |
| AE Wealth Management LLC | 38,051 | $4.30M | 0.03% | −2,084−5.2% | Reduced |
| Graypoint LLC | 38,339 | $4.33M | 0.47% | −15,251−28.5% | Reduced |
| TD Waterhouse Canada Inc. | 36,027 | $4.34M | 0.04% | −561−1.5% | Reduced |
| DF Dent & Co Inc | 38,510 | $4.35M | 0.06% | −6,720−14.9% | Reduced |
| Stone Run Capital, LLC | 38,647 | $4.37M | 2.09% | −6,600−14.6% | Reduced |
| Selway Asset Management | 38,899 | $4.40M | 2.11% | −170−0.4% | Reduced |
| Timber Creek Capital Management LLC | 38,961 | $4.40M | 1.57% | −1,133−2.8% | Reduced |
| Credit Agricole S A | 39,016 | $4.41M | 0.19% | +7,889+25.3% | Added |
| Crossmark Global Holdings, Inc. | 39,056 | $4.42M | 0.10% | −1,964−4.8% | Reduced |
| Carderock Capital Management Inc | 39,061 | $4.42M | 1.54% | +7,498+23.8% | Added |
| Heritage Trust Co | 39,842 | $4.50M | 0.71% | +807+2.1% | Added |
| Ellsworth Advisors, LLC | 40,251 | $4.55M | 1.60% | −104−0.3% | Reduced |
| Norinchukin Bank, The | 40,638 | $4.59M | 0.09% | −6,324−13.5% | Reduced |
| Eagle Rock Investment Company, LLC | 40,714 | $4.60M | 1.06% | −1,590−3.8% | Reduced |
| Fiera Capital Corp | 40,983 | $4.63M | 0.01% | +9,262+29.2% | Added |
| RMB Capital Management, LLC | 41,044 | $4.64M | 0.16% | −230−0.6% | Reduced |
| Buffington Mohr McNeal | 42,078 | $4.76M | 1.09% | −1,200−2.8% | Reduced |
| Compass Wealth Management LLC | 42,239 | $4.77M | 1.52% | +1,139+2.8% | Added |
| Fulton Bank, N.A. | 42,657 | $4.82M | 0.25% | −542−1.3% | Reduced |
| Buckhead Capital Management LLC | 43,688 | $4.94M | 1.16% | −120.0% | Reduced |
| American National Bank | 44,011 | $4.97M | 0.92% | −6,862−13.5% | Reduced |
| Soros Capital Management LLC | 44,114 | $4.99M | 3.63% | −6,894−13.5% | Reduced |
| Cullinan Associates Inc | 44,317 | $5.01M | 0.29% | −22,932−34.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,257 | $5.12M | 0.06% | −115,534−71.9% | Reduced |
| Sendero Wealth Management, LLC | 45,283 | $5.12M | 1.57% | +7,524+19.9% | Added |
| Hohimer Wealth Management, LLC | 45,324 | $5.12M | 1.48% | −2,248−4.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 45,327 | $5.12M | 0.41% | +10,504+30.2% | Added |
| Elo Mutual Pension Insurance Co | 45,370 | $5.13M | 0.16% | −1,667−3.5% | Reduced |
| Cetera Advisor Networks LLC | 45,497 | $5.14M | 0.04% | −1,061−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 45,902 | $5.19M | 0.93% | −273−0.6% | Reduced |
| Marshall & Sullivan Inc | 46,345 | $5.24M | 3.17% | +149+0.3% | Added |
| M. Kraus & Co | 46,367 | $5.24M | 1.85% | +115+0.2% | Added |
| Karpas Strategies, LLC | 46,445 | $5.25M | 1.85% | −200−0.4% | Reduced |
| CMH Wealth Management LLC | 46,520 | $5.26M | 1.52% | −21,624−31.7% | Reduced |
| Maryland State Retirement & Pension System | 46,604 | $5.27M | 0.12% | +668+1.5% | Added |
| Bridgewater Associates, LP | 46,645 | $5.27M | 0.03% | −137,912−74.7% | Reduced |
| John G Ullman & Associates Inc | 46,955 | $5.31M | 0.83% | −1,680−3.5% | Reduced |
| HGK Asset Management Inc | 47,239 | $5.34M | 1.66% | −2,426−4.9% | Reduced |
| Eagle Asset Management Inc | 47,243 | $5.34M | 0.03% | +3,334+7.6% | Added |
| Meridian Management Co | 47,293 | $5.35M | 1.75% | +6,832+16.9% | Added |
| Kovitz Investment Group Partners, LLC | 47,983 | $5.42M | 0.09% | −10,047−17.3% | Reduced |
| Ally Financial Inc. | 48,000 | $5.43M | 0.80% | 00.0% | Unchanged |
| First Western Trust Bank | 48,051 | $5.43M | 0.28% | +3,221+7.2% | Added |
| Jacobs & Co | 48,405 | $5.47M | 0.68% | +425+0.9% | Added |
| Ayrshire Capital Management LLC | 48,748 | $5.51M | 3.76% | −445−0.9% | Reduced |
| Verdence Capital Advisors LLC | 48,881 | $5.53M | 0.67% | +20,120+70.0% | Added |
| Notis-McConarty Edward | 49,395 | $5.58M | 2.22% | −83−0.2% | Reduced |
| Wilkins Investment Counsel Inc | 49,560 | $5.60M | 1.47% | −140−0.3% | Reduced |
| Kentucky Retirement Systems | 50,210 | $5.67M | 0.21% | −75−0.1% | Reduced |
| ProVise Management Group, LLC | 50,874 | $5.75M | 0.55% | −8,832−14.8% | Reduced |
| Redmond Asset Management, LLC | 51,086 | $5.77M | 2.00% | −297−0.6% | Reduced |
| Oarsman Capital, Inc. | 51,117 | $5.78M | 2.70% | +1,395+2.8% | Added |
| Captrust Financial Advisors | 51,208 | $5.79M | 0.03% | +20,967+69.3% | Added |
| Cyrus J. Lawrence, LLC | 51,523 | $5.82M | 1.69% | +51,523 | New |
| HM Payson & Co | 51,709 | $5.84M | 0.14% | 00.0% | Unchanged |
| SFE Investment Counsel | 49,591 | $5.91M | 1.83% | −7,146−12.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 52,804 | $5.97M | 0.47% | −1,208−2.2% | Reduced |
| Atria Investments LLC | 52,956 | $5.99M | 0.11% | −292−0.5% | Reduced |
| Contravisory Investment Management, Inc. | 53,012 | $5.99M | 1.69% | −759−1.4% | Reduced |
| Patient Capital Management, LLC | 53,425 | $6.04M | 2.69% | −12,475−18.9% | Reduced |