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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 2,625 | $296.7K | 0.47% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,635 | $297.8K | 0.03% | −747−22.1% | Reduced |
| Sandler Capital Management | 2,650 | $299.5K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,653 | $299.9K | 0.05% | +315+13.5% | Added |
| PEAK6 Investments LLC | 2,668 | $301.6K | 0.02% | +2,668 | New |
| Ritholtz Wealth Management | 2,677 | $302.6K | 0.02% | +2,677 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $304.6K | 0.08% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,704 | $305.6K | 0.02% | +2,562+1,804.2% | Added |
| Investment Management of Virginia LLC | 2,730 | $308.6K | 0.06% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,730 | $308.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,750 | $310.8K | 0.14% | −409−12.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,754 | $311.6K | 0.00% | −56−2.0% | Reduced |
| Atlantic Trust, LLC | 2,813 | $318.0K | 0.10% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,828 | $319.6K | 0.03% | −331−10.5% | Reduced |
| Geller Advisors LLC | 2,835 | $320.4K | 0.05% | +365+14.8% | Added |
| CRA Financial Services, LLC | 2,843 | $321.3K | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 2,864 | $323.7K | 0.01% | −2,208−43.5% | Reduced |
| Beacon Financial Group | 2,861 | $325.0K | 0.05% | −419−12.8% | Reduced |
| Legacy Capital Group California, Inc. | 2,882 | $325.8K | 0.16% | +2,882 | New |
| Drake & Associates, LLC | 2,894 | $327.2K | 0.16% | +145+5.3% | Added |
| Wade G W & Inc | 2,900 | $328.0K | 0.01% | −316−9.8% | Reduced |
| Pegasus Partners Ltd. | 2,921 | $330.2K | 0.05% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,772 | $331.5K | 0.07% | −60−2.1% | Reduced |
| Stokes Family Office, LLC | 2,937 | $332.0K | 0.04% | +128+4.6% | Added |
| JGP Wealth Management, LLC | 2,961 | $334.7K | 0.06% | +9+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 2,982 | $337.1K | 0.01% | −60−2.0% | Reduced |
| Waypoint Capital Advisors, LLC | 3,000 | $339.1K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,015 | $340.8K | 0.10% | +107+3.7% | Added |
| Naples Global Advisors, LLC | 3,017 | $341.0K | 0.04% | −461−13.3% | Reduced |
| Apeiron RIA LLC | 3,021 | $341.5K | 0.12% | −236−7.2% | Reduced |
| Arete Wealth Advisors, LLC | 3,030 | $342.0K | 0.03% | −106−3.4% | Reduced |
| Wealth Alliance | 3,039 | $343.5K | 0.06% | −3,011−49.8% | Reduced |
| Tobam | 3,058 | $346.0K | 0.02% | +1,820+147.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,071 | $347.1K | 0.01% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,080 | $348.1K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $349.0K | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 3,095 | $349.8K | 0.29% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,107 | $351.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $351.5K | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,128 | $352.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,097 | $352.2K | 0.05% | +943+43.8% | Added |
| Dearborn Partners LLC | 3,121 | $352.8K | 0.01% | −525−14.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,134 | $354.2K | 0.02% | +19+0.6% | Added |
| Edgestream Partners, L.P. | 3,143 | $355.3K | 0.04% | +3,143 | New |
| Advisors Capital Management, LLC | 3,150 | $356.0K | 0.01% | −104−3.2% | Reduced |
| Lumature Wealth Partners, LLC | 3,154 | $356.5K | 0.20% | +3,154 | New |
| Forte Capital LLC | 3,163 | $357.5K | 0.05% | −63−2.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $358.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Services | 3,190 | $360.6K | 0.19% | −22−0.7% | Reduced |
| Salem Investment Counselors Inc | 3,192 | $360.8K | 0.01% | −118−3.6% | Reduced |
| Ariel Investments, LLC | 3,192 | $360.8K | 0.00% | +96+3.1% | Added |
| Desjardins Global Asset Management Inc. | 3,190 | $361.0K | 0.05% | +3,190 | New |
| Waycross Partners, LLC | 3,200 | $361.7K | 0.11% | −12,100−79.1% | Reduced |
| Wambolt & Associates, LLC | 3,210 | $362.2K | 0.13% | −697−17.8% | Reduced |
| Confluence Wealth Services, Inc. | 3,236 | $365.8K | 0.09% | +84+2.7% | Added |
| Matisse Capital | 3,248 | $367.1K | 0.24% | +3,248 | New |
| Stonebridge Capital Advisors LLC | 3,263 | $368.8K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,288 | $371.6K | 0.05% | −22,609−87.3% | Reduced |
| Becker Capital Management Inc | 3,310 | $374.1K | 0.01% | −20−0.6% | Reduced |
| Arden Trust Co | 3,336 | $377.0K | 0.07% | −1,470−30.6% | Reduced |
| 9258 Wealth Management, LLC | 3,336 | $377.1K | 0.08% | +315+10.4% | Added |
| Roundview Capital LLC | 3,345 | $378.1K | 0.04% | +1,020+43.9% | Added |
| Grandfield & Dodd, LLC | 3,360 | $379.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,373 | $381.3K | 0.01% | +490+17.0% | Added |
| TRUE Private Wealth Advisors | 3,384 | $382.5K | 0.06% | −38−1.1% | Reduced |
| HF Advisory Group, LLC | 3,411 | $385.5K | 0.34% | +40+1.2% | Added |
| First Citizens Bank & Trust Co | 3,415 | $386.0K | 0.01% | −20,796−85.9% | Reduced |
| Exencial Wealth Advisors, LLC | 3,427 | $387.4K | 0.02% | −1,190−25.8% | Reduced |
| Empower Advisory Group, LLC | 3,439 | $388.0K | 0.00% | +3,439 | New |
| Hoylecohen, LLC | 3,454 | $390.4K | 0.04% | −761−18.1% | Reduced |
| Centaurus Financial, Inc. | 3,461 | $391.0K | 0.03% | +1,201+53.1% | Added |
| Shorepoint Capital Partners LLC | 3,473 | $392.6K | 0.11% | −7,763−69.1% | Reduced |
| Boston Financial Mangement LLC | 3,476 | $392.9K | 0.02% | −66−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,480 | $393.3K | 0.04% | 00.0% | Unchanged |
| Partners Group Holding AG | 3,487 | $394.1K | 0.03% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 3,523 | $398.2K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 3,533 | $398.8K | 0.02% | +368+11.6% | Added |
| Cookson Peirce & Co Inc | 3,543 | $400.0K | 0.03% | +3,543 | New |
| Financial Planning & Information Services, Inc. | 3,548 | $401.0K | 0.08% | −89−2.4% | Reduced |
| MMBG Investment Advisors Co. | 3,560 | $402.4K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,564 | $403.0K | 0.09% | +66+1.9% | Added |
| Epiq Partners, LLC | 3,586 | $405.3K | 0.28% | +560+18.5% | Added |
| Moran Wealth Management, LLC | 3,632 | $410.5K | 0.02% | −832−18.6% | Reduced |
| YHB Investment Advisors, Inc. | 3,637 | $411.1K | 0.04% | +143+4.1% | Added |
| Epic Trust Investment Advisors, LLC | 3,664 | $414.1K | 0.52% | −1,613−30.6% | Reduced |
| Long Run Wealth Advisors, LLC | 3,667 | $414.5K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,683 | $416.3K | 0.05% | −722−16.4% | Reduced |
| Segall Bryant & Hamill, LLC | 3,693 | $417.0K | 0.00% | −147−3.8% | Reduced |
| Optimum Investment Advisors | 3,700 | $418.2K | 0.22% | +325+9.6% | Added |
| State of Wyoming | 3,728 | $421.4K | 0.14% | +2,951+379.8% | Added |
| River Street Advisors LLC | 3,772 | $426.4K | 0.42% | +66+1.8% | Added |
| Heritage Wealth Advisors | 3,800 | $429.5K | 0.02% | 00.0% | Unchanged |
| Santori & Peters | 3,801 | $429.6K | 0.23% | −630−14.2% | Reduced |
| Alpha Family Trust | 3,805 | $430.1K | 0.34% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,816 | $431.3K | 0.04% | −5−0.1% | Reduced |
| Madrona Financial Services, LLC | 3,886 | $439.2K | 0.24% | +26+0.7% | Added |
| Caas Capital Management LP | 3,900 | $440.8K | 0.14% | +3,900 | New |
| Cooper Financial Group | 3,935 | $444.8K | 0.12% | +162+4.3% | Added |
| HBK Investments L P | 3,973 | $449.1K | 0.02% | +3,973 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $449.5K | 0.11% | 00.0% | Unchanged |