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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 19,546 | $2.21M | 0.31% | −18,206−48.2% | Reduced |
| Everence Capital Management Inc | 19,746 | $2.23M | 0.18% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 19,755 | $2.23M | 1.52% | −3,568−15.3% | Reduced |
| American Century Companies Inc | 19,909 | $2.24M | 0.00% | +2,388+13.6% | Added |
| Capital Analysts, LLC | 19,854 | $2.24M | 0.13% | −380−1.9% | Reduced |
| Hall Laurie J Trustee | 19,915 | $2.25M | 0.96% | −150−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,961 | $2.26M | 0.06% | +57+0.3% | Added |
| Ameritas Advisory Services, LLC | 20,257 | $2.29M | 0.11% | −4,726−18.9% | Reduced |
| Vontobel Holding Ltd. | 20,317 | $2.30M | 0.02% | +287+1.4% | Added |
| Campbell Newman Asset Management Inc | 20,517 | $2.32M | 0.23% | −73−0.4% | Reduced |
| Albert D Mason Inc | 20,553 | $2.32M | 1.61% | −154−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 20,569 | $2.32M | 0.02% | −8,221−28.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,743 | $2.34M | 0.26% | −6,466−23.8% | Reduced |
| Benchmark Investment Advisors LLC | 20,855 | $2.36M | 2.42% | −410−1.9% | Reduced |
| Noble Path Asset Management LP | 20,900 | $2.36M | 16.14% | −18,100−46.4% | Reduced |
| Resources Investment Advisors, LLC. | 20,915 | $2.36M | 0.06% | +3,832+22.4% | Added |
| Ameritas Investment Partners, Inc. | 21,119 | $2.39M | 0.09% | −44−0.2% | Reduced |
| Twin Capital Management Inc | 21,128 | $2.39M | 0.33% | −4,540−17.7% | Reduced |
| Choate Investment Advisors | 21,235 | $2.40M | 0.12% | +4,275+25.2% | Added |
| Meridian Wealth Advisors, LLC | 21,419 | $2.42M | 0.61% | +4,958+30.1% | Added |
| Keeler Thomas Management LLC | 21,580 | $2.44M | 1.15% | +5,724+36.1% | Added |
| Old Second National Bank of Aurora | 21,594 | $2.44M | 0.71% | −2,480−10.3% | Reduced |
| Ieq Capital, LLC | 22,101 | $2.50M | 0.06% | −1,495−6.3% | Reduced |
| Trinity Financial Advisors LLC | 22,498 | $2.54M | 1.55% | 00.0% | Unchanged |
| JustInvest LLC | 22,500 | $2.54M | 0.09% | −419−1.8% | Reduced |
| True North Advisors, LLC | 22,506 | $2.54M | 0.75% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 22,514 | $2.54M | 1.00% | −865−3.7% | Reduced |
| Harvest Volatility Management LLC | 22,557 | $2.55M | 0.51% | −4,251−15.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,596 | $2.55M | 0.21% | −325−1.4% | Reduced |
| HB Wealth Management, LLC | 22,718 | $2.57M | 0.04% | +402+1.8% | Added |
| Bridges Investment Management Inc | 22,775 | $2.57M | 0.09% | −1,390−5.8% | Reduced |
| Carmel Capital Management L.L.C. | 23,015 | $2.60M | 1.49% | +300+1.3% | Added |
| GWM Advisors LLC | 23,020 | $2.61M | 0.03% | +5,006+27.8% | Added |
| Lido Advisors, LLC | 23,122 | $2.61M | 0.04% | +18,898+447.4% | Added |
| Tudor Investment Corp Et Al | 23,707 | $2.68M | 0.05% | +18,358+343.2% | Added |
| Metis Global Partners, LLC | 23,717 | $2.68M | 0.17% | +6,311+36.3% | Added |
| Bokf, NA | 23,758 | $2.69M | 0.06% | −3,775−13.7% | Reduced |
| Advisory Services Network, LLC | 23,766 | $2.69M | 0.07% | +486+2.1% | Added |
| Moors & Cabot, Inc. | 23,855 | $2.70M | 0.19% | +320+1.4% | Added |
| Toroso Investments, LLC | 24,059 | $2.72M | 0.09% | +813+3.5% | Added |
| Argyle Capital Management Inc. | 24,106 | $2.72M | 0.96% | +2,000+9.0% | Added |
| Glenmede Trust Co NA | 24,337 | $2.75M | 0.02% | −2,583−9.6% | Reduced |
| AMG National Trust Bank | 24,338 | $2.75M | 0.10% | −9,004−27.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,348 | $2.75M | 0.04% | +2,800+13.0% | Added |
| Vestcor Inc | 24,443 | $2.76M | 0.10% | −100−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 24,573 | $2.78M | 0.02% | −3,625−12.9% | Reduced |
| Robinson Value Management, Ltd. | 24,607 | $2.78M | 2.14% | −76−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,612 | $2.78M | 0.20% | −500−2.0% | Reduced |
| First Horizon Advisors, Inc. | 24,726 | $2.79M | 0.10% | −3,816−13.4% | Reduced |
| Eads & Heald Wealth Management | 24,770 | $2.80M | 1.39% | +272+1.1% | Added |
| Marietta Investment Partners LLC | 24,841 | $2.81M | 0.78% | −74−0.3% | Reduced |
| Anderson Hoagland & Co | 24,909 | $2.82M | 0.40% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 25,039 | $2.83M | 1.85% | +648+2.7% | Added |
| Cary Street Partners Asset Management LLC | 25,041 | $2.83M | 0.54% | +2,439+10.8% | Added |
| Barry Investment Advisors, LLC | 25,790 | $2.92M | 0.96% | −595−2.3% | Reduced |
| Capital City Trust Co | 26,309 | $2.97M | 0.95% | +79+0.3% | Added |
| Robbins Farley LLC | 26,398 | $2.98M | 2.19% | +278+1.1% | Added |
| Bayesian Capital Management, LP | 26,422 | $2.99M | 0.37% | +17,200+186.5% | Added |
| Advisor Partners II, LLC | 26,453 | $2.99M | 0.16% | −735−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,642 | $3.01M | 0.05% | +6,619+33.1% | Added |
| Indiana Trust & Investment Management CO | 26,647 | $3.01M | 1.63% | −465−1.7% | Reduced |
| Baldwin Investment Management, LLC | 26,660 | $3.01M | 0.53% | −125−0.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26,675 | $3.02M | 1.53% | −1,285−4.6% | Reduced |
| Dillon & Associates Inc | 27,202 | $3.07M | 0.61% | +4,090+17.7% | Added |
| KLCM Advisors, Inc. | 27,197 | $3.07M | 0.61% | −21,166−43.8% | Reduced |
| Dempze Nancy E | 27,234 | $3.08M | 2.80% | +487+1.8% | Added |
| Peddock Capital Advisors, LLC | 27,529 | $3.11M | 1.08% | +585+2.2% | Added |
| BancorpSouth Bank | 27,622 | $3.12M | 0.29% | −2,345−7.8% | Reduced |
| USA Financial Portformulas Corp | 27,665 | $3.13M | 5.07% | +27,665 | New |
| South State Corp. | 27,843 | $3.15M | 0.29% | −3,555−11.3% | Reduced |
| La Banque Postale Asset Management SA | 28,277 | $3.20M | 0.08% | −1,309−4.4% | Reduced |
| Metropolitan Life Insurance Co | 28,403 | $3.21M | 0.16% | −7,296−20.4% | Reduced |
| Triad Investment Management | 28,462 | $3.22M | 4.68% | +620+2.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,472 | $3.22M | 0.22% | −567−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 28,474 | $3.22M | 0.11% | −463−1.6% | Reduced |
| Crescent Grove Advisors, LLC | 28,607 | $3.23M | 0.38% | +4,607+19.2% | Added |
| EagleClaw Capital Managment, LLC | 28,635 | $3.24M | 0.76% | +400+1.4% | Added |
| Kestra Advisory Services, LLC | 28,640 | $3.24M | 0.04% | −17,286−37.6% | Reduced |
| Clayton Partners LLC | 28,834 | $3.26M | 3.17% | +552+2.0% | Added |
| TownSquare Capital, LLC | 29,405 | $3.32M | 0.07% | −169−0.6% | Reduced |
| New Mexico Educational Retirement Board | 29,416 | $3.33M | 0.17% | −900−3.0% | Reduced |
| GDS Wealth Management | 29,481 | $3.33M | 0.59% | +13,131+80.3% | Added |
| Howe & Rusling Inc | 29,633 | $3.35M | 0.40% | +130.0% | Added |
| Stephens Inc | 29,676 | $3.35M | 0.06% | +5,575+23.1% | Added |
| Horan Capital Advisors, LLC. | 29,763 | $3.36M | 1.39% | +124+0.4% | Added |
| Fiduciary Trust Co | 29,796 | $3.37M | 0.06% | +1,792+6.4% | Added |
| Canada Pension Plan Investment Board | 29,950 | $3.39M | 0.01% | 00.0% | Unchanged |
| Page Arthur B | 29,971 | $3.39M | 3.18% | −415−1.4% | Reduced |
| Prudential PLC | 30,118 | $3.40M | 0.04% | −272−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,379 | $3.43M | 0.15% | +1,479+5.1% | Added |
| Stonnington Group, LLC | 29,862 | $3.46M | 0.90% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 31,085 | $3.51M | 0.43% | +2,017+6.9% | Added |
| Ami Investment Management Inc | 31,221 | $3.53M | 1.65% | −106−0.3% | Reduced |
| Madison Wealth Management | 31,392 | $3.55M | 0.77% | −240−0.8% | Reduced |
| Nicollet Investment Management, Inc. | 31,398 | $3.55M | 1.85% | −1,449−4.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.57M | 0.83% | 00.0% | Unchanged |
| Van Eck Associates Corp | 31,584 | $3.57M | 0.01% | −3,973−11.2% | Reduced |
| Jag Capital Management, LLC | 31,684 | $3.58M | 0.46% | +799+2.6% | Added |
| Wealthfront Advisers LLC | 31,791 | $3.59M | 0.02% | +4,878+18.1% | Added |
| Evoke Wealth, LLC | 31,841 | $3.60M | 0.13% | −4,689−12.8% | Reduced |