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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 5,425 | $613.0K | 0.09% | −210−3.7% | Reduced |
| CFO4Life Group, LLC | 5,436 | $614.4K | 0.14% | +5,436 | New |
| Merit Financial Group, LLC | 5,447 | $615.7K | 0.02% | −3,831−41.3% | Reduced |
| Bank of Stockton | 5,467 | $617.9K | 0.22% | −142−2.5% | Reduced |
| Chesapeake Wealth Management | 5,490 | $620.5K | 0.26% | −1,241−18.4% | Reduced |
| Evergreen Capital Management LLC | 5,500 | $621.7K | 0.03% | +852+18.3% | Added |
| Bowman & Co S.C. | 5,545 | $626.8K | 0.46% | +2,228+67.2% | Added |
| Independent Advisor Alliance | 5,601 | $633.1K | 0.03% | +5,601 | New |
| Shepherd Financial Partners LLC | 5,619 | $635.1K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,619 | $635.1K | 0.07% | −8−0.1% | Reduced |
| Copperwynd Financial, LLC | 5,621 | $635.4K | 0.32% | −14−0.2% | Reduced |
| Eqis Capital Management, Inc. | 5,635 | $637.0K | 0.07% | +772+15.9% | Added |
| NBT Bank N A | 5,673 | $641.2K | 0.09% | +180+3.3% | Added |
| Abacus Wealth Partners, LLC | 5,336 | $641.9K | 0.21% | −1,992−27.2% | Reduced |
| HighVista Strategies LLC | 5,682 | $642.2K | 0.52% | −80,244−93.4% | Reduced |
| Voya Financial Advisors, Inc. | 5,731 | $647.6K | 0.08% | −1,320−18.7% | Reduced |
| Atlas Capital Advisors LLC | 5,763 | $651.4K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,766 | $651.7K | 0.04% | +865+17.6% | Added |
| Westbourne Investment Advisors, Inc. | 5,774 | $653.0K | 0.32% | −908−13.6% | Reduced |
| Integral Investment Advisors, Inc. | 5,828 | $658.7K | 0.47% | −340−5.5% | Reduced |
| Parsons Capital Management Inc | 5,872 | $663.7K | 0.05% | −55−0.9% | Reduced |
| Savant Capital, LLC | 5,872 | $663.7K | 0.01% | +430+7.9% | Added |
| Ballentine Partners, LLC | 5,875 | $664.1K | 0.02% | +576+10.9% | Added |
| Sequoia Financial Advisors, LLC | 5,885 | $665.2K | 0.01% | +178+3.1% | Added |
| Capital Asset Advisory Services LLC | 5,886 | $665.3K | 0.05% | +10.0% | Added |
| Mutual Advisors, LLC | 5,891 | $665.9K | 0.03% | −539−8.4% | Reduced |
| Boston Trust Walden Corp | 5,893 | $666.1K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,922 | $669.4K | 0.06% | +85+1.5% | Added |
| Sigma Planning Corp | 5,928 | $670.1K | 0.02% | −13−0.2% | Reduced |
| Hennessy Advisors Inc | 6,000 | $678.2K | 0.05% | +6,000 | New |
| Qtron Investments LLC | 6,040 | $682.7K | 0.14% | +6,040 | New |
| Whittier Trust Co | 6,049 | $683.7K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 6,051 | $683.9K | 0.37% | −43−0.7% | Reduced |
| Davenport & Co LLC | 6,061 | $685.1K | 0.01% | −6,056−50.0% | Reduced |
| SkyOak Wealth, LLC | 6,089 | $688.2K | 0.21% | −611−9.1% | Reduced |
| Keybank National Association | 6,167 | $697.1K | 0.00% | −169−2.7% | Reduced |
| Integrated Advisors Network LLC | 6,198 | $700.6K | 0.04% | −3,407−35.5% | Reduced |
| Strategic Investment Advisors | 6,237 | $705.0K | 0.13% | −1,224−16.4% | Reduced |
| Kingsview Wealth Management, LLC | 6,261 | $707.7K | 0.03% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 6,288 | $710.7K | 0.20% | −1,326−17.4% | Reduced |
| Exchange Traded Concepts, LLC | 6,300 | $712.1K | 0.02% | +3,212+104.0% | Added |
| Wintrust Investments LLC | 6,349 | $718.0K | 0.09% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 6,371 | $720.1K | 0.37% | −20−0.3% | Reduced |
| Aspire Private Capital, LLC | 6,387 | $721.9K | 0.24% | +232+3.8% | Added |
| CoreFirst Bank & Trust | 6,400 | $723.4K | 0.53% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,418 | $725.4K | 0.64% | +3,056+90.9% | Added |
| David Loasby | 6,454 | $729.4K | 0.08% | +4,168+182.3% | Added |
| Central Bank & Trust Co | 6,468 | $731.1K | 0.13% | +45+0.7% | Added |
| Principal Street Partners, LLC | 6,476 | $732.0K | 0.18% | −1,266−16.4% | Reduced |
| First Washington CORP | 6,500 | $734.7K | 0.36% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 6,536 | $738.8K | 0.18% | −1,934−22.8% | Reduced |
| Townsend Asset Management Corp | 6,645 | $751.1K | 0.39% | −100−1.5% | Reduced |
| Certified Advisory Corp | 6,664 | $753.2K | 0.13% | +18+0.3% | Added |
| Fox Run Management, L.L.C. | 6,709 | $758.3K | 0.25% | +6,709 | New |
| Miracle Mile Advisors, LLC | 6,729 | $760.6K | 0.02% | −24−0.4% | Reduced |
| Boston Common Asset Management, LLC | 6,745 | $762.0K | 0.02% | −119−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,764 | $764.5K | 0.01% | −278,610−97.6% | Reduced |
| E Fund Management Co., Ltd. | 6,778 | $766.0K | 0.06% | −5,611−45.3% | Reduced |
| Wesbanco Bank Inc | 6,790 | $767.0K | 0.03% | −318−4.5% | Reduced |
| Schechter Investment Advisors, LLC | 6,795 | $768.0K | 0.07% | +58+0.9% | Added |
| Meridian Wealth Management, LLC | 6,797 | $768.3K | 0.07% | −69−1.0% | Reduced |
| Wright Investors Service Inc | 6,818 | $770.6K | 0.22% | +39+0.6% | Added |
| Aureus Asset Management, LLC | 6,830 | $772.0K | 0.06% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,836 | $772.7K | 0.12% | 00.0% | Unchanged |
| STF Management LP | 6,875 | $777.1K | 0.52% | +2,639+62.3% | Added |
| Clarius Group, LLC | 6,898 | $779.7K | 0.07% | +335+5.1% | Added |
| Nicolet Bankshares Inc | 6,914 | $781.5K | 0.25% | −25−0.4% | Reduced |
| Retireful, LLC | 6,917 | $781.8K | 0.25% | +6,917 | New |
| Sand Hill Global Advisors, LLC | 6,986 | $789.6K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,995 | $790.7K | 0.15% | −7−0.1% | Reduced |
| Dryden Capital, LLC | 7,000 | $791.2K | 1.04% | 00.0% | Unchanged |
| Channel Wealth LLC | 7,004 | $791.7K | 0.51% | +7,004 | New |
| Meritage Portfolio Management | 7,099 | $802.0K | 0.06% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 7,111 | $803.8K | 0.34% | +3,128+78.5% | Added |
| VeraBank, N.A. | 7,130 | $805.9K | 0.38% | −129−1.8% | Reduced |
| Cadinha & Co LLC | 7,133 | $806.2K | 0.22% | −217,449−96.8% | Reduced |
| Stratos Wealth Partners, LTD. | 7,221 | $816.2K | 0.02% | −239−3.2% | Reduced |
| City Holding Co | 7,228 | $816.9K | 0.15% | +355+5.2% | Added |
| Cigna Investments Inc | 7,262 | $820.0K | 0.16% | −128−1.7% | Reduced |
| Sciencast Management LP | 6,917 | $822.5K | 1.09% | +6,917 | New |
| FDx Advisors, Inc. | 8,183 | $827.0K | 0.04% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,323 | $827.7K | 0.21% | −48−0.7% | Reduced |
| Trust Asset Management LLC | 7,400 | $836.4K | 0.09% | +749+11.3% | Added |
| Johnson Investment Counsel Inc | 7,428 | $839.6K | 0.01% | −471−6.0% | Reduced |
| Graham Capital Management, L.P. | 7,439 | $840.8K | 0.03% | −11,668−61.1% | Reduced |
| South Dakota Investment Council | 7,439 | $841.0K | 0.02% | −8,200−52.4% | Reduced |
| Legacy Trust | 7,488 | $846.4K | 0.25% | +1,136+17.9% | Added |
| Financial Insights, Inc. | 7,501 | $847.8K | 0.35% | −356−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 7,518 | $849.8K | 0.11% | +56+0.8% | Added |
| Landaas & Co | 7,548 | $853.0K | 0.42% | 00.0% | Unchanged |
| Wahed Invest LLC | 7,552 | $853.6K | 0.37% | +53+0.7% | Added |
| Venturi Wealth Management, LLC | 7,572 | $855.9K | 0.07% | −406−5.1% | Reduced |
| Thrive Wealth Management, LLC | 7,573 | $856.0K | 0.22% | +1,052+16.1% | Added |
| Stevard, LLC | 7,600 | $859.0K | 0.81% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,650 | $864.7K | 0.04% | −6,574−46.2% | Reduced |
| Freestone Capital Holdings, LLC | 7,677 | $867.7K | 0.04% | −994−11.5% | Reduced |
| Spinnaker Trust | 7,682 | $868.3K | 0.07% | −34−0.4% | Reduced |
| First National Advisers, LLC | 7,689 | $869.0K | 0.99% | +342+4.7% | Added |
| Fund Management at Engine No. 1 LLC | 7,702 | $870.6K | 0.18% | +712+10.2% | Added |
| Riverwater Partners LLC | 7,788 | $880.3K | 0.81% | −769−9.0% | Reduced |