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 |
|---|---|---|---|---|---|
| Keybank National Association | 6,167 | $697.1K | 0.00% | −169−2.7% | Reduced |
| SkyOak Wealth, LLC | 6,089 | $688.2K | 0.21% | −611−9.1% | Reduced |
| Davenport & Co LLC | 6,061 | $685.1K | 0.01% | −6,056−50.0% | Reduced |
| Eukles Asset Management | 6,051 | $683.9K | 0.37% | −43−0.7% | Reduced |
| Whittier Trust Co | 6,049 | $683.7K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,040 | $682.7K | 0.14% | +6,040 | New |
| Hennessy Advisors Inc | 6,000 | $678.2K | 0.05% | +6,000 | New |
| Sigma Planning Corp | 5,928 | $670.1K | 0.02% | −13−0.2% | Reduced |
| Rehmann Capital Advisory Group | 5,922 | $669.4K | 0.06% | +85+1.5% | Added |
| Boston Trust Walden Corp | 5,893 | $666.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,891 | $665.9K | 0.03% | −539−8.4% | Reduced |
| Capital Asset Advisory Services LLC | 5,886 | $665.3K | 0.05% | +10.0% | Added |
| Sequoia Financial Advisors, LLC | 5,885 | $665.2K | 0.01% | +178+3.1% | Added |
| Ballentine Partners, LLC | 5,875 | $664.1K | 0.02% | +576+10.9% | Added |
| 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 |
| Integral Investment Advisors, Inc. | 5,828 | $658.7K | 0.47% | −340−5.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,774 | $653.0K | 0.32% | −908−13.6% | Reduced |
| Apollon Wealth Management, LLC | 5,766 | $651.7K | 0.04% | +865+17.6% | Added |
| Atlas Capital Advisors LLC | 5,763 | $651.4K | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,731 | $647.6K | 0.08% | −1,320−18.7% | Reduced |
| HighVista Strategies LLC | 5,682 | $642.2K | 0.52% | −80,244−93.4% | Reduced |
| Abacus Wealth Partners, LLC | 5,336 | $641.9K | 0.21% | −1,992−27.2% | Reduced |
| NBT Bank N A | 5,673 | $641.2K | 0.09% | +180+3.3% | Added |
| Eqis Capital Management, Inc. | 5,635 | $637.0K | 0.07% | +772+15.9% | Added |
| Copperwynd Financial, LLC | 5,621 | $635.4K | 0.32% | −14−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,619 | $635.1K | 0.07% | −8−0.1% | Reduced |
| Shepherd Financial Partners LLC | 5,619 | $635.1K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,601 | $633.1K | 0.03% | +5,601 | New |
| Bowman & Co S.C. | 5,545 | $626.8K | 0.46% | +2,228+67.2% | Added |
| Evergreen Capital Management LLC | 5,500 | $621.7K | 0.03% | +852+18.3% | Added |
| Chesapeake Wealth Management | 5,490 | $620.5K | 0.26% | −1,241−18.4% | Reduced |
| Bank of Stockton | 5,467 | $617.9K | 0.22% | −142−2.5% | Reduced |
| Merit Financial Group, LLC | 5,447 | $615.7K | 0.02% | −3,831−41.3% | Reduced |
| CFO4Life Group, LLC | 5,436 | $614.4K | 0.14% | +5,436 | New |
| LVM Capital Management Ltd | 5,425 | $613.0K | 0.09% | −210−3.7% | Reduced |
| Summit Trail Advisors, LLC | 5,423 | $613.0K | 0.02% | +580+12.0% | Added |
| Waldron Private Wealth LLC | 5,402 | $610.6K | 0.03% | +530+10.9% | Added |
| First American Trust, FSB | 5,349 | $605.0K | 0.09% | −372−6.5% | Reduced |
| Capital Investment Advisors, LLC | 5,347 | $604.4K | 0.02% | +1,429+36.5% | Added |
| United Community Bank | 5,291 | $598.0K | 0.57% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 5,282 | $597.0K | 0.23% | +5+0.1% | Added |
| Optas, LLC | 5,241 | $592.4K | 0.21% | +126+2.5% | Added |
| Harrell Investment Partners, LLC | 5,238 | $592.1K | 0.21% | +2,038+63.7% | Added |
| Lindbrook Capital, LLC | 5,220 | $590.0K | 0.07% | −4,559−46.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,208 | $589.0K | 0.08% | +3,749+257.0% | Added |
| Bridge Advisory, LLC | 5,200 | $587.8K | 0.23% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $585.4K | 0.04% | +770+17.5% | Added |
| Voloridge Investment Management, LLC | 5,160 | $583.2K | 0.00% | +5,160 | New |
| Retirement Planning Co of New England, Inc. | 5,155 | $582.7K | 0.35% | −257−4.7% | Reduced |
| Forum Financial Management, LP | 5,152 | $582.3K | 0.02% | −86−1.6% | Reduced |
| Crumly & Associates Inc. | 5,134 | $580.3K | 0.25% | −22−0.4% | Reduced |
| Hilltop Holdings Inc. | 5,098 | $576.2K | 0.08% | −60−1.2% | Reduced |
| Forbes J M & Co LLP | 5,096 | $576.0K | 0.08% | 00.0% | Unchanged |
| Sun Life Financial INC | 5,072 | $571.8K | 0.04% | −1,032−16.9% | Reduced |
| Connectus Wealth, LLC | 5,052 | $571.1K | 0.01% | +5,052 | New |
| Vista Investment Management | 5,052 | $571.0K | 0.30% | +164+3.4% | Added |
| Principle Wealth Partners LLC | 5,000 | $565.1K | 0.06% | −125−2.4% | Reduced |
| Outlook Wealth Advisors, LLC | 4,992 | $564.2K | 0.25% | +140+2.9% | Added |
| Goelzer Investment Management, Inc. | 4,984 | $563.3K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,876 | $551.1K | 0.06% | +548+12.7% | Added |
| Moneta Group Investment Advisors LLC | 4,844 | $547.6K | 0.01% | +1,019+26.6% | Added |
| Mystic Asset Management, Inc. | 4,836 | $546.6K | 0.30% | −35−0.7% | Reduced |
| Tributary Capital Management, LLC | 4,805 | $543.1K | 0.05% | −70−1.4% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $542.5K | 0.12% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,786 | $541.0K | 0.18% | −150−3.0% | Reduced |
| Oppenheimer & Co Inc | 4,780 | $540.3K | 0.01% | −172−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,779 | $540.2K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 4,771 | $539.3K | 0.02% | −30−0.6% | Reduced |
| Copperleaf Capital, LLC | 4,726 | $534.2K | 0.53% | −380−7.4% | Reduced |
| Foundations Investment Advisors, LLC | 4,716 | $533.0K | 0.02% | −905−16.1% | Reduced |
| 1st Source Bank | 4,715 | $532.9K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 4,689 | $530.0K | 0.00% | +29+0.6% | Added |
| Acadian Asset Management LLC | 4,682 | $528.0K | 0.00% | +2,466+111.3% | Added |
| Symmetry Partners, LLC | 4,645 | $525.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,081 | $519.3K | 0.03% | +1,587+28.9% | Added |
| Checchi Capital Advisers, LLC | 4,581 | $517.8K | 0.05% | +151+3.4% | Added |
| Legacy Wealth Asset Management, LLC | 4,565 | $516.0K | 0.19% | −5−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,541 | $513.3K | 0.19% | −5,831−56.2% | Reduced |
| Ellis Investment Partners, LLC | 4,530 | $512.0K | 0.13% | −350−7.2% | Reduced |
| Wallace Advisory Group, LLC | 4,516 | $510.4K | 0.39% | +969+27.3% | Added |
| Cascade Investment Group, Inc. | 4,498 | $508.4K | 0.50% | −75−1.6% | Reduced |
| Condor Capital Management | 4,494 | $508.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,483 | $507.0K | 0.59% | −45−1.0% | Reduced |
| Caldwell Trust Co | 4,483 | $506.7K | 0.07% | −242−5.1% | Reduced |
| US Asset Management LLC | 4,447 | $503.0K | 0.51% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,450 | $503.0K | 0.27% | +150+3.5% | Added |
| Fairfield, Bush & Co. | 4,440 | $501.9K | 0.18% | −1,050−19.1% | Reduced |
| Old National Bancorp | 4,435 | $501.3K | 0.02% | +607+15.9% | Added |
| Penbrook Management LLC | 4,430 | $500.7K | 0.39% | −70−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,421 | $499.7K | 0.02% | +129+3.0% | Added |
| 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 |
| Independence Bank of Kentucky | 4,400 | $497.3K | 0.22% | −8,705−66.4% | Reduced |
| NorthRock Partners, LLC | 4,394 | $496.7K | 0.05% | −672−13.3% | Reduced |
| Cape Investment Advisory, Inc. | 4,387 | $495.9K | 0.30% | +4,387 | New |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $495.4K | 0.05% | 00.0% | Unchanged |
| Herr Investment Group LLC | 4,376 | $494.6K | 0.12% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,368 | $493.7K | 0.18% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,333 | $489.8K | 0.00% | −37,803−89.7% | Reduced |