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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 7,827 | $884.7K | 0.59% | −17,292−68.8% | Reduced |
| Equitable Holdings, Inc. | 7,838 | $885.9K | 0.01% | +287+3.8% | Added |
| Thoroughbred Financial Services, LLC | 7,846 | $886.0K | 0.13% | +1,900+32.0% | Added |
| MAI Capital Management | 7,892 | $892.0K | 0.01% | +1,772+29.0% | Added |
| Gamco Investors, Inc. Et Al | 7,900 | $892.9K | 0.01% | −800−9.2% | Reduced |
| Washington Trust Co | 7,953 | $898.9K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,977 | $901.6K | 0.01% | −15−0.2% | Reduced |
| Two Sigma Securities, LLC | 7,990 | $903.1K | 0.07% | +5,890+280.5% | Added |
| Peoples Bank | 8,090 | $914.4K | 0.58% | −75−0.9% | Reduced |
| Archford Capital Strategies, LLC | 8,170 | $917.8K | 0.19% | +288+3.7% | Added |
| Johnson Financial Group, Inc. | 8,161 | $922.4K | 0.07% | −30−0.4% | Reduced |
| Regal Investment Advisors LLC | 8,162 | $922.5K | 0.08% | −1,578−16.2% | Reduced |
| Stock Yards Bank & Trust Co | 8,166 | $923.0K | 0.04% | +33+0.4% | Added |
| PGGM Investments | 8,168 | $923.0K | 0.02% | +4,026+97.2% | Added |
| First Nebraska Trust Co | 8,235 | $930.8K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 8,249 | $932.3K | 0.02% | −93,884−91.9% | Reduced |
| RDA Financial Network | 8,291 | $937.1K | 0.43% | +603+7.8% | Added |
| Axxcess Wealth Management, LLC | 8,291 | $937.1K | 0.07% | +2,713+48.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,391 | $948.0K | 0.04% | +4,093+95.2% | Added |
| Secure Asset Management, LLC | 8,401 | $949.6K | 0.32% | −24−0.3% | Reduced |
| Virtus ETF Advisers LLC | 8,408 | $950.4K | 0.52% | +8,408 | New |
| Granite Investment Partners, LLC | 8,440 | $954.0K | 0.04% | −100−1.2% | Reduced |
| Cutler Group LP | 8,478 | $958.0K | 0.15% | +6,969+461.8% | Added |
| Jefferies Financial Group Inc. | 8,486 | $959.2K | 0.02% | −2,387−22.0% | Reduced |
| Coldstream Capital Management Inc | 8,488 | $959.4K | 0.03% | +269+3.3% | Added |
| Chicago Trust Co NA | 8,512 | $962.1K | 0.24% | −8,895−51.1% | Reduced |
| Mitchell Capital Management Co | 8,522 | $963.2K | 0.24% | 00.0% | Unchanged |
| WT Wealth Management | 8,524 | $963.4K | 0.42% | +8,524 | New |
| Verition Fund Management LLC | 8,533 | $964.5K | 0.02% | +4,119+93.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $965.2K | 0.58% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,546 | $966.0K | 0.04% | −143−1.6% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $973.4K | 0.18% | 00.0% | Unchanged |
| SMART Wealth LLC | 8,622 | $974.5K | 0.86% | −2,047−19.2% | Reduced |
| Green Harvest Asset Management LLC | 8,649 | $977.6K | 0.04% | −12−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,682 | $981.0K | 0.05% | −8,650−49.9% | Reduced |
| ICW Investment Advisors LLC | 8,694 | $982.7K | 0.56% | +319+3.8% | Added |
| Lebenthal Global Advisors, LLC | 8,722 | $985.8K | 0.30% | −319−3.5% | Reduced |
| Key Financial Inc | 8,737 | $987.5K | 0.36% | −169−1.9% | Reduced |
| Darwin Advisors, LLC | 8,476 | $992.6K | 0.27% | +8,476 | New |
| Wayfinding Financial, LLC | 8,792 | $993.0K | 0.75% | +449+5.4% | Added |
| Gould Capital, LLC | 8,796 | $994.2K | 0.77% | −1,560−15.1% | Reduced |
| Kendall Capital Management | 8,820 | $997.0K | 0.48% | −170−1.9% | Reduced |
| Boston Private Wealth LLC | 8,824 | $997.4K | 0.01% | −756−7.9% | Reduced |
| Veracity Capital LLC | 8,841 | $999.3K | 0.46% | +327+3.8% | Added |
| Sompo Asset Management Co., Ltd. | 8,870 | $1.00M | 0.21% | +230+2.7% | Added |
| Harbour Investments, Inc. | 8,952 | $1.01M | 0.06% | +317+3.7% | Added |
| Gotham Asset Management, LLC | 9,056 | $1.02M | 0.02% | +6,595+268.0% | Added |
| Brown Capital Management LLC | 9,086 | $1.03M | 0.02% | −89−1.0% | Reduced |
| Ostrum Asset Management | 9,121 | $1.03M | 0.09% | +9,121 | New |
| Addison Advisors LLC | 9,201 | $1.04M | 0.58% | −11−0.1% | Reduced |
| Aurora Investment Counsel | 9,248 | $1.05M | 0.68% | +99+1.1% | Added |
| VisionPoint Advisory Group, LLC | 8,887 | $1.05M | 0.46% | +5,344+150.8% | Added |
| Fortis Capital Management LLC | 9,286 | $1.05M | 0.43% | +1,438+18.3% | Added |
| Tectonic Advisors LLC | 9,301 | $1.05M | 0.14% | +1,072+13.0% | Added |
| Bleakley Financial Group, LLC | 9,307 | $1.05M | 0.04% | +281+3.1% | Added |
| Coronation Fund Managers Ltd. | 9,310 | $1.05M | 0.03% | −958−9.3% | Reduced |
| Sawtooth Solutions, LLC | 9,314 | $1.05M | 0.03% | +4,823+107.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,325 | $1.05M | 0.60% | +435+4.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,408 | $1.06M | 0.32% | −5,910−38.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.07M | 0.40% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,161 | $1.07M | 0.02% | +68+0.7% | Added |
| Global Retirement Partners, LLC | 9,099 | $1.09M | 0.06% | +1,539+20.4% | Added |
| Lederer & Associates Investment Counsel | 9,621 | $1.09M | 0.84% | −31−0.3% | Reduced |
| Brown Brothers Harriman & Co | 9,802 | $1.11M | 0.01% | −4,302−30.5% | Reduced |
| Focus Financial Network, Inc. | 9,825 | $1.11M | 0.07% | −8−0.1% | Reduced |
| Fosun International Ltd | 9,863 | $1.11M | 0.10% | −69,050−87.5% | Reduced |
| Horizon Investments, LLC | 9,871 | $1.12M | 0.03% | −7,652−43.7% | Reduced |
| Moloney Securities Asset Management, LLC | 9,909 | $1.12M | 0.21% | −350−3.4% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.13M | 0.61% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 9,992 | $1.13M | 0.76% | +9,992 | New |
| Colony Group LLC | 10,018 | $1.13M | 0.02% | −165−1.6% | Reduced |
| Inceptionr LLC | 10,027 | $1.13M | 0.36% | +10,027 | New |
| Yarbrough Capital, LLC | 10,056 | $1.14M | 0.09% | +6,461+179.7% | Added |
| Koshinski Asset Management, Inc. | 10,065 | $1.14M | 0.11% | +861+9.4% | Added |
| Clearstead Advisors, LLC | 10,075 | $1.14M | 0.08% | −103−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,087 | $1.14M | 0.02% | +2,456+32.2% | Added |
| Alps Advisors Inc | 10,092 | $1.14M | 0.01% | −1,154−10.3% | Reduced |
| Lionsbridge Wealth Management LLC | 10,098 | $1.14M | 1.05% | −606−5.7% | Reduced |
| Banque Cantonale Vaudoise | 10,113 | $1.14M | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,117 | $1.14M | 0.13% | +421+4.3% | Added |
| Ferguson Wellman Capital Management, Inc | 10,186 | $1.15M | 0.03% | +321+3.3% | Added |
| WealthShield Partners, LLC | 10,239 | $1.16M | 0.19% | +1,815+21.5% | Added |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.16M | 0.66% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 10,329 | $1.17M | 0.19% | −1,890−15.5% | Reduced |
| Seelaus Asset Management LLC | 9,980 | $1.17M | 0.88% | −15−0.2% | Reduced |
| Montecito Bank & Trust | 10,444 | $1.18M | 0.28% | −516−4.7% | Reduced |
| Cetera Advisors LLC | 10,549 | $1.19M | 0.02% | +907+9.4% | Added |
| AdvisorNet Financial, Inc | 10,553 | $1.19M | 0.11% | +35+0.3% | Added |
| First Interstate Bank | 10,589 | $1.20M | 0.09% | −121−1.1% | Reduced |
| Wealthspire Advisors, LLC | 10,596 | $1.20M | 0.02% | −1,486−12.3% | Reduced |
| Midwest Professional Planners, LTD. | 10,621 | $1.20M | 0.59% | +529+5.2% | Added |
| Econ Financial Services Corp | 10,652 | $1.20M | 0.91% | +10,652 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,653 | $1.20M | 0.05% | −292−2.7% | Reduced |
| Legato Capital Management LLC | 10,689 | $1.21M | 0.22% | 00.0% | Unchanged |
| Turtle Creek Asset Management Inc. | 10,700 | $1.21M | 0.04% | +8,000+296.3% | Added |
| Jackson Hole Capital Partners, LLC | 10,851 | $1.22M | 0.32% | −33−0.3% | Reduced |
| Column Capital Advisors, LLC | 10,800 | $1.22M | 0.18% | −192−1.7% | Reduced |
| WCG Wealth Advisors LLC | 10,813 | $1.22M | 0.16% | +265+2.5% | Added |
| C2C Wealth Management, LLC | 10,695 | $1.22M | 0.20% | +10,695 | New |
| Smithfield Trust Co | 10,852 | $1.23M | 0.08% | +604+5.9% | Added |