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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.24M | 0.09% | −402−3.5% | Reduced |
| Bamco Inc | 11,000 | $1.24M | 0.00% | +3,800+52.8% | Added |
| Pinnacle Associates Ltd | 11,150 | $1.26M | 0.03% | +530+5.0% | Added |
| Okabena Investment Services Inc | 12,856 | $1.26M | 0.90% | −10,467−44.9% | Reduced |
| Signaturefd, LLC | 11,268 | $1.27M | 0.03% | +298+2.7% | Added |
| Callahan Advisors, LLC | 11,315 | $1.28M | 0.17% | +100+0.9% | Added |
| Landscape Capital Management, L.L.C. | 11,379 | $1.29M | 0.18% | +11,379 | New |
| Newman Dignan & Sheerar, Inc. | 11,488 | $1.30M | 0.42% | −589−4.9% | Reduced |
| CAPROCK Group, Inc. | 11,514 | $1.30M | 0.10% | −2,693−19.0% | Reduced |
| Palouse Capital Management, Inc. | 11,551 | $1.31M | 0.88% | −6,677−36.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,636 | $1.32M | 0.09% | +979+9.2% | Added |
| Avantax Advisory Services, Inc. | 11,639 | $1.32M | 0.02% | +2,671+29.8% | Added |
| Kovack Advisors, Inc. | 11,665 | $1.32M | 0.18% | −305−2.5% | Reduced |
| Bray Capital Advisors | 11,668 | $1.32M | 0.39% | +1,234+11.8% | Added |
| Poehling Capital Management, LLC | 11,822 | $1.34M | 0.45% | +1,438+13.8% | Added |
| Ifrah Financial Services, Inc. | 11,823 | $1.34M | 0.42% | −336−2.8% | Reduced |
| Duncker Streett & Co Inc | 11,834 | $1.34M | 0.32% | −240−2.0% | Reduced |
| Balentine LLC | 11,845 | $1.34M | 0.05% | −321−2.6% | Reduced |
| Baker Avenue Asset Management, LP | 11,865 | $1.34M | 0.07% | +5,544+87.7% | Added |
| Barbara Oil Co. | 12,000 | $1.36M | 0.65% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,952 | $1.36M | 0.73% | −45−0.4% | Reduced |
| Pitcairn Co | 12,051 | $1.36M | 0.13% | +191+1.6% | Added |
| Manchester Capital Management LLC | 12,156 | $1.37M | 0.18% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,970 | $1.38M | 0.03% | −6,656−77.2% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.39M | 0.26% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 12,291 | $1.39M | 1.10% | −1,890−13.3% | Reduced |
| Scotia Capital Inc. | 12,527 | $1.42M | 0.01% | −4,018−24.3% | Reduced |
| Veriti Management LLC | 12,567 | $1.42M | 0.17% | +926+8.0% | Added |
| Davidson Capital Management Inc. | 12,732 | $1.44M | 0.87% | +5,315+71.7% | Added |
| Atria Wealth Solutions, Inc. | 12,736 | $1.44M | 0.02% | −206−1.6% | Reduced |
| BerganKDV Wealth Management, LLC | 12,832 | $1.45M | 0.15% | +539+4.4% | Added |
| NFJ Investment Group, LLC | 13,101 | $1.48M | 0.04% | +3,035+30.2% | Added |
| Annex Advisory Services, LLC | 13,164 | $1.49M | 0.08% | −1,340−9.2% | Reduced |
| Provident Trust Co | 13,184 | $1.49M | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 13,240 | $1.50M | 0.06% | −31−0.2% | Reduced |
| Tiaa, FSB | 13,328 | $1.51M | 0.01% | −1,429−9.7% | Reduced |
| Malaga Cove Capital, LLC | 13,377 | $1.51M | 0.75% | −20.0% | Reduced |
| MTM Investment Management, LLC | 13,392 | $1.51M | 0.78% | +62+0.5% | Added |
| Fayez Sarofim & Co | 13,444 | $1.52M | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,562 | $1.53M | 0.18% | −3,145−18.8% | Reduced |
| Abundance Wealth Counselors | 13,584 | $1.53M | 0.39% | −990−6.8% | Reduced |
| Moody National Bank Trust Division | 13,618 | $1.54M | 0.13% | −14−0.1% | Reduced |
| Callan Family Office, LLC | 13,638 | $1.54M | 0.37% | +13,638 | New |
| National Asset Management, Inc. | 13,669 | $1.55M | 0.04% | −14,108−50.8% | Reduced |
| Harbor Investment Advisory, LLC | 13,802 | $1.56M | 0.23% | +45+0.3% | Added |
| Guardian Capital LP | 13,850 | $1.57M | 0.05% | −1,010−6.8% | Reduced |
| Main Street Financial Solutions, LLC | 14,005 | $1.58M | 0.23% | +476+3.5% | Added |
| Howland Capital Management LLC | 14,072 | $1.59M | 0.10% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 14,148 | $1.60M | 0.41% | −3,718−20.8% | Reduced |
| Centurion Wealth Management LLC | 14,173 | $1.60M | 0.82% | −60.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 15,913 | $1.61M | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 14,271 | $1.61M | 0.15% | −5,997−29.6% | Reduced |
| Engineers Gate Manager LP | 14,359 | $1.62M | 0.07% | −705−4.7% | Reduced |
| Raymond James Trust N.A. | 14,458 | $1.63M | 0.05% | +2,877+24.8% | Added |
| Beacon Pointe Advisors, LLC | 14,572 | $1.65M | 0.03% | +8,180+128.0% | Added |
| Wedbush Securities Inc | 14,776 | $1.67M | 0.08% | −354−2.3% | Reduced |
| Wolf Group Capital Advisors | 14,828 | $1.68M | 0.83% | −1,184−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,867 | $1.68M | 0.05% | −12,832−46.3% | Reduced |
| Northwest & Ethical Investments L.P. | 15,037 | $1.70M | 0.06% | −498−3.2% | Reduced |
| Horizon Investment Services, LLC | 15,106 | $1.71M | 1.10% | +15,106 | New |
| Summit Financial Group Inc | 15,165 | $1.71M | 0.68% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15,202 | $1.72M | 0.21% | −180−1.2% | Reduced |
| Pathstone Family Office, LLC | 15,180 | $1.72M | 0.03% | −9,583−38.7% | Reduced |
| Siemens Fonds Invest GmbH | 15,217 | $1.72M | 0.18% | −72−0.5% | Reduced |
| Umb Bank N A | 15,260 | $1.72M | 0.03% | −239−1.5% | Reduced |
| United Services Automobile Association | 15,268 | $1.73M | 0.06% | −9,743−39.0% | Reduced |
| Jones Financial Companies LLLP | 15,442 | $1.75M | 0.00% | −147−0.9% | Reduced |
| Credential Qtrade Securities Inc. | 15,465 | $1.75M | 0.12% | −769−4.7% | Reduced |
| Veritable, L.P. | 15,538 | $1.76M | 0.03% | +64+0.4% | Added |
| Cunning Capital Partners, LP | 15,575 | $1.76M | 1.20% | 00.0% | Unchanged |
| Greenleaf Trust | 15,727 | $1.78M | 0.02% | +3,186+25.4% | Added |
| Harvey Capital Management Inc | 15,760 | $1.78M | 0.70% | −7,200−31.4% | Reduced |
| Paradigm Asset Management Co LLC | 15,800 | $1.79M | 0.49% | 00.0% | Unchanged |
| Burney Co | 15,822 | $1.79M | 0.09% | −105−0.7% | Reduced |
| Wetherby Asset Management Inc | 15,824 | $1.79M | 0.10% | +358+2.3% | Added |
| Quantinno Capital Management LP | 15,854 | $1.79M | 0.12% | +3,462+27.9% | Added |
| North Star Investment Management Corp. | 16,018 | $1.81M | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,355 | $1.85M | 0.08% | +60+0.4% | Added |
| Harbor Capital Advisors, Inc. | 16,542 | $1.87M | 0.54% | −1,105−6.3% | Reduced |
| Empirical Finance, LLC | 16,677 | $1.89M | 0.18% | +957+6.1% | Added |
| Central Trust Co | 16,952 | $1.92M | 0.06% | +650+4.0% | Added |
| SYSTM Wealth Solutions LLC | 17,185 | $1.94M | 0.30% | +465+2.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,291 | $1.95M | 0.09% | −394−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,469 | $1.97M | 0.21% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 17,605 | $1.99M | 0.02% | −91,697−83.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,692 | $2.00M | 1.30% | +17,692 | New |
| Private Advisor Group, LLC | 17,741 | $2.01M | 0.02% | −2,624−12.9% | Reduced |
| WESCAP Management Group, Inc. | 17,842 | $2.02M | 0.71% | −733−3.9% | Reduced |
| Silphium Asset Management Ltd | 18,000 | $2.03M | 1.72% | +14,250+380.0% | Added |
| CWM, LLC | 18,247 | $2.06M | 0.01% | +696+4.0% | Added |
| Vinva Investment Management Ltd | 18,290 | $2.07M | 0.17% | +18,290 | New |
| We Are One Seven, LLC | 18,344 | $2.07M | 0.13% | +447+2.5% | Added |
| Birch Capital Management, LLC | 18,506 | $2.09M | 1.35% | +83+0.5% | Added |
| Achmea Investment Management B.V. | 18,539 | $2.10M | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 18,674 | $2.11M | 0.66% | +5,700+43.9% | Added |
| Berger Financial Group, Inc | 18,856 | $2.13M | 0.26% | −295−1.5% | Reduced |
| LaFleur & Godfrey LLC | 19,020 | $2.15M | 0.35% | +360+1.9% | Added |
| Buttonwood Financial Advisors Inc. | 19,110 | $2.16M | 1.68% | −547−2.8% | Reduced |
| Ellenbecker Investment Group | 19,152 | $2.16M | 0.59% | 00.0% | Unchanged |
| Altrafin AG | 19,200 | $2.17M | 1.07% | 00.0% | Unchanged |