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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 53,435 | $6.04M | 0.16% | +306+0.6% | Added |
| Liberty Capital Management, Inc. | 53,515 | $6.05M | 1.99% | −512−0.9% | Reduced |
| Hartford Investment Management Co | 53,731 | $6.07M | 0.21% | +7,516+16.3% | Added |
| Snowden Capital Advisors LLC | 53,889 | $6.09M | 0.24% | −5,843−9.8% | Reduced |
| Cox Capital Mgt LLC | 53,966 | $6.10M | 4.41% | −600−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 54,477 | $6.16M | 0.29% | +19,277+54.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,489 | $6.16M | 0.11% | +3,187+6.2% | Added |
| Hills Bank & Trust Co | 55,150 | $6.23M | 0.86% | −1,242−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 55,185 | $6.24M | 0.12% | +120+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,292 | $6.25M | 0.03% | −1,585−2.8% | Reduced |
| Builder Investment Group Inc | 55,360 | $6.26M | 2.73% | 00.0% | Unchanged |
| Brooktree Capital Management | 55,491 | $6.27M | 4.88% | +649+1.2% | Added |
| Smithbridge Asset Management Inc | 55,621 | $6.29M | 1.58% | +4,164+8.1% | Added |
| BTC Capital Management, Inc. | 56,346 | $6.37M | 0.73% | −189−0.3% | Reduced |
| First National Bank of Omaha | 56,370 | $6.37M | 0.39% | −1,619−2.8% | Reduced |
| M&R Capital Management Inc | 56,754 | $6.41M | 1.80% | −635−1.1% | Reduced |
| FineMark National Bank & Trust | 57,246 | $6.47M | 0.28% | −1,296−2.2% | Reduced |
| Palmer Knight Co | 57,488 | $6.50M | 4.13% | +2,715+5.0% | Added |
| Tocqueville Asset Management L.P. | 57,767 | $6.53M | 0.12% | +1,866+3.3% | Added |
| Hunter Perkins Capital Management, LLC | 58,684 | $6.63M | 1.56% | +13,619+30.2% | Added |
| Janney Montgomery Scott LLC | 58,747 | $6.64M | 0.03% | −2,683−4.4% | Reduced |
| Chesley Taft & Associates LLC | 59,020 | $6.67M | 0.44% | +4,310+7.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $6.78M | 0.09% | −15,000−20.0% | Reduced |
| Summit Global Investments | 61,754 | $6.98M | 0.54% | +3,817+6.6% | Added |
| Schroder Investment Management Group | 61,775 | $6.98M | 0.01% | −9,067−12.8% | Reduced |
| Middleton & Co Inc | 62,210 | $7.03M | 1.01% | −328−0.5% | Reduced |
| Running Oak Capital LLC | 62,544 | $7.07M | 2.01% | −2,168−3.4% | Reduced |
| 1832 Asset Management L.P. | 62,712 | $7.09M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 62,900 | $7.11M | 0.02% | +62,900 | New |
| SG Americas Securities, LLC | 63,038 | $7.13M | 0.10% | +27,013+75.0% | Added |
| Marks Group Wealth Management, Inc | 64,090 | $7.24M | 0.93% | −109−0.2% | Reduced |
| Papp L Roy & Associates | 64,294 | $7.27M | 0.98% | −263−0.4% | Reduced |
| Live Oak Private Wealth LLC | 64,402 | $7.28M | 1.50% | +3,161+5.2% | Added |
| Alpine Woods Capital Investors, LLC | 65,235 | $7.37M | 1.11% | −920−1.4% | Reduced |
| CIBC World Markets Inc. | 65,386 | $7.39M | 0.03% | +2,889+4.6% | Added |
| Brinker Capital Investments, LLC | 65,541 | $7.41M | 0.10% | +4,317+7.1% | Added |
| Orion Portfolio Solutions, LLC | 65,541 | $7.41M | 0.10% | +59,269+945.0% | Added |
| Natixis | 65,816 | $7.44M | 0.07% | −107,341−62.0% | Reduced |
| Hantz Financial Services, Inc. | 65,985 | $7.46M | 0.20% | −809−1.2% | Reduced |
| Cozad Asset Management Inc | 65,996 | $7.46M | 0.99% | +60+0.1% | Added |
| Cornerstone Advisors, LLC | 66,000 | $7.46M | 0.35% | 00.0% | Unchanged |
| Holocene Advisors, LP | 66,450 | $7.51M | 0.04% | +84+0.1% | Added |
| Woodstock Corp | 67,618 | $7.64M | 0.97% | +104+0.2% | Added |
| Longbow Finance SA | 67,656 | $7.65M | 0.96% | −27,804−29.1% | Reduced |
| PFS Investments Inc. | 67,931 | $7.68M | 0.13% | −8,798−11.5% | Reduced |
| Pinnacle Financial Partners Inc | 67,943 | $7.68M | 0.21% | +4,397+6.9% | Added |
| First Hawaiian Bank | 68,223 | $7.71M | 0.26% | −1,939−2.8% | Reduced |
| Nissay Asset Management Corp | 68,780 | $7.77M | 0.07% | −2,715−3.8% | Reduced |
| Webster Bank, N. A. | 70,441 | $7.96M | 1.04% | −523−0.7% | Reduced |
| Spire Wealth Management | 70,460 | $7.96M | 0.31% | +54,683+346.6% | Added |
| MML Investors Services, LLC | 70,534 | $7.97M | 0.06% | −9,688−12.1% | Reduced |
| Legal Advantage Investments, Inc. | 71,527 | $8.08M | 5.93% | +100+0.1% | Added |
| Harber Asset Management LLC | 71,925 | $8.13M | 2.20% | −98,193−57.7% | Reduced |
| Bragg Financial Advisors, Inc | 72,085 | $8.15M | 0.48% | +2,437+3.5% | Added |
| Cheviot Value Management, LLC | 72,289 | $8.17M | 1.97% | −844−1.2% | Reduced |
| Bellecapital International Ltd. | 72,357 | $8.18M | 2.03% | +2,363+3.4% | Added |
| Louisiana State Employees Retirement System | 72,600 | $8.21M | 0.21% | 00.0% | Unchanged |
| Headinvest, LLC | 72,687 | $8.22M | 1.80% | −1,422−1.9% | Reduced |
| Bailard, Inc. | 73,633 | $8.32M | 0.30% | +1,724+2.4% | Added |
| Czech National Bank | 74,809 | $8.46M | 0.21% | +471+0.6% | Added |
| Prio Wealth Limited Partnership | 74,838 | $8.46M | 0.32% | −230−0.3% | Reduced |
| Pacer Advisors, Inc. | 75,085 | $8.49M | 0.04% | +53,409+246.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 76,000 | $8.59M | 0.45% | −21,000−21.6% | Reduced |
| Ethic Inc. | 76,328 | $8.63M | 0.35% | +14,601+23.7% | Added |
| Perennial Advisors, LLC | 76,824 | $8.68M | 2.48% | −401−0.5% | Reduced |
| Xponance, Inc. | 77,924 | $8.81M | 0.13% | +1,986+2.6% | Added |
| Hunter Associates Investment Management LLC | 78,466 | $8.87M | 1.90% | +4,756+6.5% | Added |
| Pinebridge Investments, L.P. | 79,053 | $8.94M | 0.10% | +33,180+72.3% | Added |
| Romano Brothers and Company | 79,124 | $8.94M | 1.38% | +3,247+4.3% | Added |
| Andra AP-fonden | 79,195 | $8.95M | 0.23% | +30,395+62.3% | Added |
| Brookfield Asset Management Inc. | 79,431 | $8.98M | 0.04% | +15,142+23.6% | Added |
| Gulf International Bank (UK) Ltd | 79,579 | $8.99M | 0.19% | −28,051−26.1% | Reduced |
| Equitable Trust Co | 80,022 | $9.04M | 0.71% | −29,459−26.9% | Reduced |
| Puzo Michael J | 80,229 | $9.07M | 3.03% | +727+0.9% | Added |
| Twinbeech Capital LP | 80,459 | $9.09M | 0.18% | +24,075+42.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 80,767 | $9.13M | 0.03% | −102,050−55.8% | Reduced |
| Aptus Capital Advisors, LLC | 81,042 | $9.16M | 0.26% | +26,671+49.1% | Added |
| Bahl & Gaynor Inc | 81,217 | $9.18M | 0.05% | −4,792−5.6% | Reduced |
| Bell Asset Management Ltd | 81,685 | $9.23M | 1.69% | −20,717−20.2% | Reduced |
| First Republic Investment Management, Inc. | 81,863 | $9.25M | 0.02% | −20,648−20.1% | Reduced |
| Swiss Life Asset Management Ltd | 82,481 | $9.32M | 0.14% | +23,937+40.9% | Added |
| Twin Tree Management, LP | 83,207 | $9.40M | 0.27% | +83,207 | New |
| Matrix Asset Advisors Inc | 83,819 | $9.47M | 1.38% | −4,632−5.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,434 | $9.54M | 2.06% | −1,325−1.5% | Reduced |
| Steamboat Capital Partners, LLC | 85,000 | $9.61M | 3.19% | −10,276−10.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,057 | $9.61M | 0.15% | +28,234+49.7% | Added |
| Legacy Private Trust Co. | 85,403 | $9.65M | 0.82% | −6,003−6.6% | Reduced |
| Broderick Brian C | 86,205 | $9.74M | 2.74% | −265−0.3% | Reduced |
| Synovus Financial Corp | 86,281 | $9.75M | 0.11% | −776−0.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 86,340 | $9.76M | 2.63% | +23,366+37.1% | Added |
| Ci Investments Inc. | 86,382 | $9.76M | 0.05% | −38,806−31.0% | Reduced |
| Candriam Luxembourg S.C.A. | 94,115 | $9.79M | 0.07% | +17,126+22.2% | Added |
| Thompson Investment Management, Inc. | 86,756 | $9.81M | 1.66% | −6,454−6.9% | Reduced |
| Vestor Capital, LLC | 87,805 | $9.93M | 1.17% | +26,586+43.4% | Added |
| Yousif Capital Management, LLC | 88,268 | $9.98M | 0.13% | −7,477−7.8% | Reduced |
| Kidder Stephen W | 88,938 | $10.1M | 3.50% | −85−0.1% | Reduced |
| GAM Holding AG | 89,367 | $10.1M | 0.70% | +283+0.3% | Added |
| National Bank of Canada | 90,049 | $10.2M | 0.03% | +26,742+42.2% | Added |
| Jane Street Group, LLC | 90,159 | $10.2M | 0.02% | +1,160+1.3% | Added |
| Tiff Advisory Services Inc | 90,708 | $10.3M | 4.37% | −56,378−38.3% | Reduced |