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 |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 395 | $44.6K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $45.2K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 402 | $45.4K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 405 | $45.8K | 0.02% | −10,883−96.4% | Reduced |
| Resurgent Financial Advisors LLC | 406 | $45.9K | 0.03% | −324−44.4% | Reduced |
| McIlrath & Eck, LLC | 419 | $47.4K | 0.01% | +34+8.8% | Added |
| MBM Wealth Consultants, LLC | 637 | $48.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 440 | $49.7K | 0.01% | +105+31.3% | Added |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 495 | $56.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 504 | $57.0K | 0.02% | +450+833.3% | Added |
| James Investment Research Inc | 525 | $59.0K | 0.01% | +525 | New |
| Larson Financial Group LLC | 533 | $60.2K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 540 | $61.0K | 0.05% | +540 | New |
| Private Ocean, LLC | 543 | $61.4K | 0.01% | −107−16.5% | Reduced |
| Piscataqua Savings Bank | 549 | $62.1K | 0.05% | −56−9.3% | Reduced |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | −106−16.0% | Reduced |
| Zions Bancorporation, N.A. | 575 | $65.0K | 0.01% | −53−8.4% | Reduced |
| Eagle Bay Advisors LLC | 581 | $65.7K | 0.04% | −8−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 593 | $67.0K | 0.00% | +593 | New |
| Fred Alger Management, LLC | 595 | $67.3K | 0.00% | −65−9.8% | Reduced |
| Investors Research Corp | 598 | $67.6K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $67.7K | 0.08% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 606 | $68.5K | 0.03% | −125−17.1% | Reduced |
| Global Trust Asset Management, LLC | 606 | $68.5K | 0.03% | +6+1.0% | Added |
| Deseret Mutual Benefit Administrators | 615 | $69.5K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 627 | $70.9K | 0.00% | −2,111−77.1% | Reduced |
| MV Capital Management, Inc. | 631 | $71.3K | 0.01% | +127+25.2% | Added |
| Hallmark Capital Management Inc | 635 | $71.8K | 0.01% | +10+1.6% | Added |
| TCI Wealth Advisors, Inc. | 642 | $72.6K | 0.01% | −23−3.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 674 | $76.2K | 0.03% | +497+280.8% | Added |
| Thompson Siegel & Walmsley LLC | 682 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 685 | $77.4K | 0.00% | +604+745.7% | Added |
| Bank of New Hampshire | 710 | $80.3K | 0.02% | −380−34.9% | Reduced |
| GHP Investment Advisors, Inc. | 730 | $82.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 796 | $90.0K | 0.00% | −1,372−63.3% | Reduced |
| Evermay Wealth Management LLC | 800 | $90.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 828 | $94.0K | 0.08% | +111+15.5% | Added |
| Mendota Financial Group, LLC | 939 | $95.2K | 0.10% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 844 | $95.4K | 0.01% | +844 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $98.6K | 0.06% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 872 | $98.6K | 0.03% | +872 | New |
| Sugarloaf Wealth Management, LLC | 915 | $103.5K | 0.03% | +915 | New |
| Operose Advisors LLC | 950 | $107.4K | 0.05% | −550−36.7% | Reduced |
| WFA Asset Management Corp | 959 | $108.4K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $110.8K | 0.10% | −30−3.0% | Reduced |
| First PREMIER Bank | 1,000 | $113.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $113.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $125.9K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,275 | $130.0K | 0.03% | −47,660−97.4% | Reduced |
| Glassman Wealth Services | 1,155 | $130.6K | 0.02% | −641−35.7% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $133.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,232 | $139.3K | 0.02% | −36−2.8% | Reduced |
| Crewe Advisors LLC | 1,257 | $142.1K | 0.02% | +460+57.7% | Added |
| ICA Group Wealth Management, LLC | 1,272 | $143.8K | 0.03% | −645−33.6% | Reduced |
| Advisors Asset Management, Inc. | 1,280 | $144.7K | 0.00% | +530+70.7% | Added |
| Natixis Investment Managers International | 1,325 | $149.8K | 0.01% | −1,366−50.8% | Reduced |
| Private Trust Co NA | 1,400 | $158.2K | 0.02% | +377+36.9% | Added |
| City State Bank | 1,495 | $169.0K | 0.10% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,512 | $170.9K | 0.01% | −59−3.8% | Reduced |
| Proequities, Inc. | 1,531 | $173.0K | 0.01% | −32−2.0% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $174.1K | 0.12% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,547 | $174.9K | 0.09% | −22−1.4% | Reduced |
| Sandy Spring Bank | 1,592 | $179.9K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $180.8K | 0.11% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,623 | $183.4K | 0.05% | −172−9.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,650 | $186.5K | 0.19% | +1,650 | New |
| Park Place Capital Corp | 1,661 | $187.7K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,669 | $188.6K | 0.01% | −108−6.1% | Reduced |
| 25 LLC | 1,604 | $191.7K | 0.12% | +1,604 | New |
| Richwood Investment Advisors, LLC | 1,770 | $200.1K | 0.20% | +1,770 | New |
| Western Pacific Wealth Management, LP | 1,772 | $200.3K | 0.15% | 00.0% | Unchanged |
| Change Path, LLC | 1,778 | $201.0K | 0.01% | −1,253−41.3% | Reduced |
| Berkshire Asset Management LLC | 1,792 | $202.6K | 0.01% | +1,792 | New |
| Virtue Capital Management, LLC | 1,714 | $202.9K | 0.03% | +1,714 | New |
| Davy Global Fund Management Ltd | 1,796 | $203.0K | 0.04% | +1,796 | New |
| Washington Trust Advisors, Inc. | 1,803 | $203.8K | 0.02% | −21−1.2% | Reduced |
| Corrigan Financial, Inc. | 1,809 | $204.5K | 0.07% | −180−9.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,815 | $205.3K | 0.04% | +1,815 | New |
| Catalyst Financial Partners LLC | 1,822 | $205.9K | 0.09% | +1,822 | New |
| KFG Wealth Management, LLC | 1,781 | $206.1K | 0.14% | +1,781 | New |
| Lodestar Private Asset Management LLC | 1,830 | $206.8K | 0.04% | +1,830 | New |
| Jackson Creek Investment Advisors LLC | 1,837 | $208.0K | 0.09% | +1,837 | New |
| Excalibur Management Corp | 1,844 | $208.4K | 0.11% | +1,844 | New |
| BOK Financial Private Wealth, Inc. | 1,850 | $209.1K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,856 | $209.8K | 0.03% | −209−10.1% | Reduced |
| Courier Capital LLC | 1,863 | $210.6K | 0.02% | −260−12.2% | Reduced |
| Clearwater Capital Advisors, LLC | 1,870 | $211.4K | 0.03% | −900−32.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,875 | $212.0K | 0.01% | −7,690−80.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,105 | $213.0K | 0.00% | +191+10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,891 | $213.7K | 0.03% | +1,891 | New |
| Hourglass Capital, LLC | 1,900 | $214.8K | 0.08% | +1,900 | New |
| CKW Financial Group | 1,900 | $215.0K | 0.04% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,910 | $215.9K | 0.05% | +1,910 | New |
| Resonant Capital Advisors, LLC | 1,911 | $216.0K | 0.02% | +1,911 | New |
| Boit C F David | 1,850 | $216.6K | 0.15% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,920 | $216.6K | 0.06% | +1,920 | New |
| Hengehold Capital Management LLC | 1,923 | $217.4K | 0.03% | +1,923 | New |
| Comerica Securities,inc. | 1,925 | $217.6K | 0.02% | +100+5.5% | Added |