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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 3,994 | $451.4K | 0.23% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $452.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $452.1K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $452.1K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,018 | $454.2K | 0.01% | −1,182−22.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,022 | $454.6K | 0.07% | +833+26.1% | Added |
| Continuum Advisory, LLC | 4,059 | $458.8K | 0.08% | −71−1.7% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $460.5K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,088 | $462.1K | 0.00% | −198−4.6% | Reduced |
| First Heartland Consultants, Inc. | 4,092 | $462.5K | 0.07% | −270−6.2% | Reduced |
| Intellectus Partners, LLC | 4,095 | $462.9K | 0.15% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,095 | $462.9K | 0.29% | +117+2.9% | Added |
| Citadel Investment Advisory, Inc. | 4,092 | $463.0K | 0.32% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,125 | $466.2K | 0.01% | −19,732−82.7% | Reduced |
| Level Four Advisory Services, LLC | 4,127 | $466.5K | 0.03% | +4,127 | New |
| AIA Group Ltd | 4,156 | $469.8K | 0.03% | −797−16.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,165 | $470.7K | 0.01% | −98−2.3% | Reduced |
| Bartlett & Co. LLC | 4,165 | $471.0K | 0.01% | −98−2.3% | Reduced |
| Greenup Street Wealth Management LLC | 4,175 | $471.9K | 0.17% | +4,175 | New |
| Fishman Jay A Ltd | 4,180 | $472.5K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,182 | $472.7K | 0.06% | −100−2.3% | Reduced |
| Ironsides Asset Advisors, LLC | 4,185 | $473.0K | 0.22% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 4,198 | $474.0K | 0.25% | +1,127+36.7% | Added |
| Sentry Investment Management LLC | 4,206 | $475.0K | 0.20% | −47−1.1% | Reduced |
| Boston Family Office LLC | 4,225 | $478.0K | 0.04% | −225−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $478.0K | 0.10% | +789+22.9% | Added |
| Avantax Planning Partners, Inc. | 4,242 | $479.5K | 0.02% | −755−15.1% | Reduced |
| Legacy Wealth Management, LLC | 4,242 | $479.5K | 0.26% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,245 | $479.8K | 0.11% | −100−2.3% | Reduced |
| Ellevest, Inc. | 4,277 | $483.4K | 0.04% | +410+10.6% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $483.8K | 0.11% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 6,123 | $484.8K | 0.25% | +3,040+98.6% | Added |
| Opal Wealth Advisors, LLC | 4,295 | $485.5K | 0.28% | +250+6.2% | Added |
| Citizens National Bank Trust Department | 4,300 | $486.0K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,311 | $487.2K | 0.03% | −55−1.3% | Reduced |
| AtonRa Partners | 4,316 | $487.8K | 0.71% | −1,104−20.4% | Reduced |
| Marshall Wace, LLP | 4,333 | $489.8K | 0.00% | −37,803−89.7% | Reduced |
| Court Place Advisors, LLC | 4,368 | $493.7K | 0.18% | 00.0% | Unchanged |
| Herr Investment Group LLC | 4,376 | $494.6K | 0.12% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $495.4K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,387 | $495.9K | 0.30% | +4,387 | New |
| NorthRock Partners, LLC | 4,394 | $496.7K | 0.05% | −672−13.3% | Reduced |
| Independence Bank of Kentucky | 4,400 | $497.3K | 0.22% | −8,705−66.4% | Reduced |
| Wellington Management Group LLP | 4,402 | $497.6K | 0.00% | −2,947−40.1% | Reduced |
| KCS Wealth Advisory | 4,402 | $497.6K | 0.19% | −4−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,421 | $499.7K | 0.02% | +129+3.0% | Added |
| Penbrook Management LLC | 4,430 | $500.7K | 0.39% | −70−1.6% | Reduced |
| Old National Bancorp | 4,435 | $501.3K | 0.02% | +607+15.9% | Added |
| Fairfield, Bush & Co. | 4,440 | $501.9K | 0.18% | −1,050−19.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,450 | $503.0K | 0.27% | +150+3.5% | Added |
| US Asset Management LLC | 4,447 | $503.0K | 0.51% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,483 | $506.7K | 0.07% | −242−5.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,483 | $507.0K | 0.59% | −45−1.0% | Reduced |
| Condor Capital Management | 4,494 | $508.0K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 4,498 | $508.4K | 0.50% | −75−1.6% | Reduced |
| Wallace Advisory Group, LLC | 4,516 | $510.4K | 0.39% | +969+27.3% | Added |
| Ellis Investment Partners, LLC | 4,530 | $512.0K | 0.13% | −350−7.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,541 | $513.3K | 0.19% | −5,831−56.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,565 | $516.0K | 0.19% | −5−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,581 | $517.8K | 0.05% | +151+3.4% | Added |
| IFP Advisors, Inc | 7,081 | $519.3K | 0.03% | +1,587+28.9% | Added |
| Symmetry Partners, LLC | 4,645 | $525.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,682 | $528.0K | 0.00% | +2,466+111.3% | Added |
| Assetmark, Inc | 4,689 | $530.0K | 0.00% | +29+0.6% | Added |
| 1st Source Bank | 4,715 | $532.9K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,716 | $533.0K | 0.02% | −905−16.1% | Reduced |
| Copperleaf Capital, LLC | 4,726 | $534.2K | 0.53% | −380−7.4% | Reduced |
| Conning Inc. | 4,771 | $539.3K | 0.02% | −30−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,779 | $540.2K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,780 | $540.3K | 0.01% | −172−3.5% | Reduced |
| Roberts Glore & Co Inc | 4,786 | $541.0K | 0.18% | −150−3.0% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $542.5K | 0.12% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,805 | $543.1K | 0.05% | −70−1.4% | Reduced |
| Mystic Asset Management, Inc. | 4,836 | $546.6K | 0.30% | −35−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,844 | $547.6K | 0.01% | +1,019+26.6% | Added |
| Quadrant Capital Group LLC | 4,876 | $551.1K | 0.06% | +548+12.7% | Added |
| Goelzer Investment Management, Inc. | 4,984 | $563.3K | 0.05% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 4,992 | $564.2K | 0.25% | +140+2.9% | Added |
| Principle Wealth Partners LLC | 5,000 | $565.1K | 0.06% | −125−2.4% | Reduced |
| Vista Investment Management | 5,052 | $571.0K | 0.30% | +164+3.4% | Added |
| Connectus Wealth, LLC | 5,052 | $571.1K | 0.01% | +5,052 | New |
| Sun Life Financial INC | 5,072 | $571.8K | 0.04% | −1,032−16.9% | Reduced |
| Forbes J M & Co LLP | 5,096 | $576.0K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,098 | $576.2K | 0.08% | −60−1.2% | Reduced |
| Crumly & Associates Inc. | 5,134 | $580.3K | 0.25% | −22−0.4% | Reduced |
| Forum Financial Management, LP | 5,152 | $582.3K | 0.02% | −86−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,155 | $582.7K | 0.35% | −257−4.7% | Reduced |
| Voloridge Investment Management, LLC | 5,160 | $583.2K | 0.00% | +5,160 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $585.4K | 0.04% | +770+17.5% | Added |
| Bridge Advisory, LLC | 5,200 | $587.8K | 0.23% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,208 | $589.0K | 0.08% | +3,749+257.0% | Added |
| Lindbrook Capital, LLC | 5,220 | $590.0K | 0.07% | −4,559−46.6% | Reduced |
| Harrell Investment Partners, LLC | 5,238 | $592.1K | 0.21% | +2,038+63.7% | Added |
| Optas, LLC | 5,241 | $592.4K | 0.21% | +126+2.5% | Added |
| Delta Financial Group, Inc. | 5,282 | $597.0K | 0.23% | +5+0.1% | Added |
| United Community Bank | 5,291 | $598.0K | 0.57% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,347 | $604.4K | 0.02% | +1,429+36.5% | Added |
| First American Trust, FSB | 5,349 | $605.0K | 0.09% | −372−6.5% | Reduced |
| Waldron Private Wealth LLC | 5,402 | $610.6K | 0.03% | +530+10.9% | Added |
| Summit Trail Advisors, LLC | 5,423 | $613.0K | 0.02% | +580+12.0% | Added |