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Livermore
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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.

Institutional holdersQ1 2023: 1,436 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ1 2023: $63.4B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2022.

Institutions holding FISV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Front Barnett Associates LLC1,940$219.0K0.03%+1,940New
Wealth Management Associates, Inc.1,938$219.1K0.14%+1,938New
Claro Advisors LLC1,948$220.2K0.06%−37−1.9%Reduced
Enterprise Financial Services Corp1,959$221.4K0.14%−38−1.9%Reduced
Old Mission Capital LLC1,986$224.5K0.01%+1,986New
Pinnacle Bancorp, Inc.1,993$225.3K0.08%−556−21.8%Reduced
Goldstein Advisors, LLC1,995$225.5K0.05%−22−1.1%Reduced
Castleark Management LLC2,000$226.1K0.01%00.0%Unchanged
Western Wealth Management, LLC2,002$226.3K0.02%00.0%Unchanged
Keudell/Morrison Wealth Management2,006$226.7K0.07%+19+1.0%Added
Cable Hill Partners, LLC2,010$227.2K0.04%+2,010New
Financial Management Professionals, Inc.2,014$228.0K0.04%−55−2.7%Reduced
Baron Wealth Management LLC2,020$228.3K0.16%−798−28.3%Reduced
Trust Co of Toledo NA2,023$228.7K0.04%+2,023New
Summit X, LLC2,026$229.0K0.06%+2,026New
Biltmore Family Office, LLC2,042$230.8K0.05%−10.0%Reduced
BSW Wealth Partners2,045$231.1K0.05%+2,045New
Parkside Financial Bank & Trust2,054$232.2K0.06%+221+12.1%Added
Haverford Trust Co2,055$232.3K0.00%+2,055New
Perpetual Ltd2,055$232.3K0.00%+2,055New
Phillips Wealth Planners LLC1,914$232.4K0.31%−7−0.4%Reduced
De Burlo Group Inc2,063$233.2K0.05%00.0%Unchanged
LVZ Advisors, Inc.2,066$233.5K0.03%+65+3.2%Added
Allstate Corp2,075$234.5K0.02%−26,788−92.8%Reduced
Uncommon Cents Investing LLC2,100$237.4K0.09%00.0%Unchanged
Canandaigua National Bank & Trust Co2,106$238.0K0.04%+2,106New
Foster & Motley Inc2,111$239.0K0.02%+2,111New
LCNB Corp2,130$240.8K0.11%−50−2.3%Reduced
Osterweis Capital Management Inc2,160$244.1K0.02%00.0%Unchanged
Sage Mountain Advisors LLC2,183$246.7K0.04%+2,183New
Girard Partners Ltd.2,184$246.9K0.03%−718−24.7%Reduced
Appleton Partners Inc2,191$248.0K0.02%−256−10.5%Reduced
Penobscot Investment Management Company, Inc.2,200$248.7K0.04%00.0%Unchanged
WealthPLAN Partners, LLC2,202$248.9K0.03%−374−14.5%Reduced
Holderness Investments Co2,205$249.2K0.10%00.0%Unchanged
Congress Wealth Management LLC2,208$249.6K0.01%−321−12.7%Reduced
Physicians Financial Services, Inc.2,215$250.0K0.11%−50−2.2%Reduced
ISAM Funds (UK) Ltd2,212$250.0K0.32%+2,212New
Jacobsen Capital Management2,221$251.0K0.13%−16,279−88.0%Reduced
Old Port Advisors2,192$251.7K0.09%−184−7.7%Reduced
Center for Financial Planning, Inc.2,227$251.7K0.06%+435+24.3%Added
First Manhattan Co2,234$252.5K0.00%+268+13.6%Added
Horan Securities, Inc.2,237$252.8K0.13%+55+2.5%Added
Sepio Capital, LP2,239$253.1K0.02%−5−0.2%Reduced
Aveo Capital Partners, LLC2,249$254.2K0.03%00.0%Unchanged
Marcum Wealth, LLC2,257$255.1K0.03%+48+2.2%Added
GPS Wealth Strategies Group, LLC2,272$256.8K0.05%+2,272New
Gradient Investments LLC2,276$257.3K0.01%+100+4.6%Added
Regent Peak Wealth Advisors LLC2,286$258.4K0.08%+7+0.3%Added
World Equity Group, Inc.6,877$258.6K0.04%+2,485+56.6%Added
Putnam Investments LLC2,290$258.8K0.00%+42+1.9%Added
Red Door Wealth Management, LLC2,296$259.5K0.08%+2,296New
Greenwich Investment Management, Inc.2,303$260.0K0.20%00.0%Unchanged
Accurate Wealth Management, LLC2,288$260.2K0.09%−13,881−85.8%Reduced
MUFG Securities EMEA plc2,311$261.0K0.00%−141,040−98.4%Reduced
Sowell Financial Services LLC2,317$262.0K0.02%+2,317New
One Wealth Advisors, LLC2,330$263.4K0.06%+901+63.1%Added
Peterson Wealth Services2,346$265.2K0.14%−142−5.7%Reduced
Fidelis Capital Partners, LLC2,206$265.4K0.11%+2,206New
Allworth Financial LP2,350$265.6K0.00%+579+32.7%Added
Truvestments Capital LLC2,351$265.7K0.14%+625+36.2%Added
West Coast Financial LLC2,363$267.1K0.04%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC2,376$268.6K0.16%00.0%Unchanged
Arrow Financial Corp2,400$271.3K0.04%00.0%Unchanged
Corundum Group, Inc.2,400$271.3K0.13%00.0%Unchanged
Brighton Jones LLC2,420$273.5K0.02%+299+14.1%Added
PDS Planning, Inc2,423$273.9K0.04%+2,423New
Personal Cfo Solutions, LLC2,427$274.3K0.06%−3−0.1%Reduced
Janney Capital Management LLC2,440$276.0K0.02%−44−1.8%Reduced
Coastal Investment Advisors, Inc.2,451$277.0K0.07%−734−23.0%Reduced
Cornell Pochily Investment Advisors, Inc.2,455$277.5K0.12%−150−5.8%Reduced
Mirabella Financial Services LLP2,462$278.3K0.06%+2,462New
PFG Investments, LLC2,463$278.3K0.06%+2,463New
Modera Wealth Management, LLC2,473$279.5K0.01%+103+4.3%Added
Venture Visionary Partners LLC2,480$280.3K0.02%−20−0.8%Reduced
Gladstone Institutional Advisory LLC2,481$280.4K0.02%−33−1.3%Reduced
WBH Advisory Inc2,486$281.0K0.04%+2,486New
Chicago Partners Investment Group LLC2,397$281.2K0.02%−144−5.7%Reduced
Latitude Advisors, LLC2,495$282.0K0.20%−5−0.2%Reduced
Edmond de Rothschild Holding S.A.2,500$282.6K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC2,513$284.0K0.02%−254−9.2%Reduced
Allred Capital Management, LLC2,517$284.5K0.15%+2,517New
CM Wealth Advisors LLC2,410$285.0K0.06%00.0%Unchanged
Harvest Fund Management Co., Ltd2,533$286.0K0.06%+1,643+184.6%Added
Northwest Bancshares, Inc.2,541$287.2K0.06%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,541$287.2K0.05%00.0%Unchanged
Leavell Investment Management, Inc.2,545$288.0K0.02%00.0%Unchanged
Empowered Funds, LLC2,548$288.0K0.02%+2,548New
Independent Financial Group, LLC2,551$288.3K0.02%+6+0.2%Added
CVA Family Office, LLC2,554$288.7K0.06%+149+6.2%Added
Raleigh Capital Management Inc.2,559$289.2K0.14%+306+13.6%Added
Edge Capital Group, LLC2,560$289.4K0.02%+2,560New
Heron Financial Group, LLC2,564$289.8K0.16%−35−1.3%Reduced
Ingalls & Snyder LLC2,568$290.0K0.01%−302−10.5%Reduced
Carlson Capital Management2,590$292.7K0.02%+98+3.9%Added
Colonial Trust Co2,591$292.9K0.07%−51−1.9%Reduced
Gateway Investment Advisers LLC2,593$293.1K0.00%−249−8.8%Reduced
Intrinsic Edge Capital Management LLC2,600$293.9K0.03%00.0%Unchanged
Meyer Handelman Co2,600$293.9K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2,610$296.0K0.24%00.0%Unchanged