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 |
|---|---|---|---|---|---|
| AtonRa Partners | 4,316 | $487.8K | 0.71% | −1,104−20.4% | Reduced |
| Belpointe Asset Management LLC | 4,311 | $487.2K | 0.03% | −55−1.3% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $486.0K | 0.13% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,295 | $485.5K | 0.28% | +250+6.2% | Added |
| Andesa Financial Management Inc. | 6,123 | $484.8K | 0.25% | +3,040+98.6% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $483.8K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,277 | $483.4K | 0.04% | +410+10.6% | Added |
| ERn Financial, LLC | 4,245 | $479.8K | 0.11% | −100−2.3% | Reduced |
| Avantax Planning Partners, Inc. | 4,242 | $479.5K | 0.02% | −755−15.1% | Reduced |
| Legacy Wealth Management, LLC | 4,242 | $479.5K | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $478.0K | 0.10% | +789+22.9% | Added |
| Boston Family Office LLC | 4,225 | $478.0K | 0.04% | −225−5.1% | Reduced |
| Sentry Investment Management LLC | 4,206 | $475.0K | 0.20% | −47−1.1% | Reduced |
| Wunderlich Capital Managemnt | 4,198 | $474.0K | 0.25% | +1,127+36.7% | Added |
| Ironsides Asset Advisors, LLC | 4,185 | $473.0K | 0.22% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,182 | $472.7K | 0.06% | −100−2.3% | Reduced |
| Fishman Jay A Ltd | 4,180 | $472.5K | 0.06% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 4,175 | $471.9K | 0.17% | +4,175 | New |
| Bartlett & Co. LLC | 4,165 | $471.0K | 0.01% | −98−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,165 | $470.7K | 0.01% | −98−2.3% | Reduced |
| AIA Group Ltd | 4,156 | $469.8K | 0.03% | −797−16.1% | Reduced |
| Level Four Advisory Services, LLC | 4,127 | $466.5K | 0.03% | +4,127 | New |
| Capstone Investment Advisors, LLC | 4,125 | $466.2K | 0.01% | −19,732−82.7% | Reduced |
| Citadel Investment Advisory, Inc. | 4,092 | $463.0K | 0.32% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,095 | $462.9K | 0.15% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,095 | $462.9K | 0.29% | +117+2.9% | Added |
| First Heartland Consultants, Inc. | 4,092 | $462.5K | 0.07% | −270−6.2% | Reduced |
| Federated Hermes, Inc. | 4,088 | $462.1K | 0.00% | −198−4.6% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $460.5K | 0.13% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,059 | $458.8K | 0.08% | −71−1.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,022 | $454.6K | 0.07% | +833+26.1% | Added |
| Cresset Asset Management, LLC | 4,018 | $454.2K | 0.01% | −1,182−22.7% | Reduced |
| Vista Capital Partners, Inc. | 4,000 | $452.1K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $452.1K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $452.0K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,994 | $451.4K | 0.23% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $449.5K | 0.11% | 00.0% | Unchanged |
| HBK Investments L P | 3,973 | $449.1K | 0.02% | +3,973 | New |
| Cooper Financial Group | 3,935 | $444.8K | 0.12% | +162+4.3% | Added |
| Caas Capital Management LP | 3,900 | $440.8K | 0.14% | +3,900 | New |
| Madrona Financial Services, LLC | 3,886 | $439.2K | 0.24% | +26+0.7% | Added |
| Flagship Harbor Advisors, LLC | 3,816 | $431.3K | 0.04% | −5−0.1% | Reduced |
| Alpha Family Trust | 3,805 | $430.1K | 0.34% | 00.0% | Unchanged |
| Santori & Peters | 3,801 | $429.6K | 0.23% | −630−14.2% | Reduced |
| Heritage Wealth Advisors | 3,800 | $429.5K | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,772 | $426.4K | 0.42% | +66+1.8% | Added |
| State of Wyoming | 3,728 | $421.4K | 0.14% | +2,951+379.8% | Added |
| Optimum Investment Advisors | 3,700 | $418.2K | 0.22% | +325+9.6% | Added |
| Segall Bryant & Hamill, LLC | 3,693 | $417.0K | 0.00% | −147−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,683 | $416.3K | 0.05% | −722−16.4% | Reduced |
| Long Run Wealth Advisors, LLC | 3,667 | $414.5K | 0.14% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 3,664 | $414.1K | 0.52% | −1,613−30.6% | Reduced |
| YHB Investment Advisors, Inc. | 3,637 | $411.1K | 0.04% | +143+4.1% | Added |
| Moran Wealth Management, LLC | 3,632 | $410.5K | 0.02% | −832−18.6% | Reduced |
| Epiq Partners, LLC | 3,586 | $405.3K | 0.28% | +560+18.5% | Added |
| Single Point Partners, LLC | 3,564 | $403.0K | 0.09% | +66+1.9% | Added |
| MMBG Investment Advisors Co. | 3,560 | $402.4K | 0.05% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,548 | $401.0K | 0.08% | −89−2.4% | Reduced |
| Cookson Peirce & Co Inc | 3,543 | $400.0K | 0.03% | +3,543 | New |
| CX Institutional | 3,533 | $398.8K | 0.02% | +368+11.6% | Added |
| Cannell Peter B & Co Inc | 3,523 | $398.2K | 0.01% | 00.0% | Unchanged |
| Partners Group Holding AG | 3,487 | $394.1K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,480 | $393.3K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,476 | $392.9K | 0.02% | −66−1.9% | Reduced |
| Shorepoint Capital Partners LLC | 3,473 | $392.6K | 0.11% | −7,763−69.1% | Reduced |
| Centaurus Financial, Inc. | 3,461 | $391.0K | 0.03% | +1,201+53.1% | Added |
| Hoylecohen, LLC | 3,454 | $390.4K | 0.04% | −761−18.1% | Reduced |
| Empower Advisory Group, LLC | 3,439 | $388.0K | 0.00% | +3,439 | New |
| Exencial Wealth Advisors, LLC | 3,427 | $387.4K | 0.02% | −1,190−25.8% | Reduced |
| First Citizens Bank & Trust Co | 3,415 | $386.0K | 0.01% | −20,796−85.9% | Reduced |
| HF Advisory Group, LLC | 3,411 | $385.5K | 0.34% | +40+1.2% | Added |
| TRUE Private Wealth Advisors | 3,384 | $382.5K | 0.06% | −38−1.1% | Reduced |
| Parallel Advisors, LLC | 3,373 | $381.3K | 0.01% | +490+17.0% | Added |
| Grandfield & Dodd, LLC | 3,360 | $379.9K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,345 | $378.1K | 0.04% | +1,020+43.9% | Added |
| 9258 Wealth Management, LLC | 3,336 | $377.1K | 0.08% | +315+10.4% | Added |
| Arden Trust Co | 3,336 | $377.0K | 0.07% | −1,470−30.6% | Reduced |
| Becker Capital Management Inc | 3,310 | $374.1K | 0.01% | −20−0.6% | Reduced |
| Soltis Investment Advisors LLC | 3,288 | $371.6K | 0.05% | −22,609−87.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,263 | $368.8K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 3,248 | $367.1K | 0.24% | +3,248 | New |
| Confluence Wealth Services, Inc. | 3,236 | $365.8K | 0.09% | +84+2.7% | Added |
| Wambolt & Associates, LLC | 3,210 | $362.2K | 0.13% | −697−17.8% | Reduced |
| Waycross Partners, LLC | 3,200 | $361.7K | 0.11% | −12,100−79.1% | Reduced |
| Desjardins Global Asset Management Inc. | 3,190 | $361.0K | 0.05% | +3,190 | New |
| Salem Investment Counselors Inc | 3,192 | $360.8K | 0.01% | −118−3.6% | Reduced |
| Ariel Investments, LLC | 3,192 | $360.8K | 0.00% | +96+3.1% | Added |
| Keystone Financial Services | 3,190 | $360.6K | 0.19% | −22−0.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $358.0K | 0.15% | 00.0% | Unchanged |
| Forte Capital LLC | 3,163 | $357.5K | 0.05% | −63−2.0% | Reduced |
| Lumature Wealth Partners, LLC | 3,154 | $356.5K | 0.20% | +3,154 | New |
| Advisors Capital Management, LLC | 3,150 | $356.0K | 0.01% | −104−3.2% | Reduced |
| Edgestream Partners, L.P. | 3,143 | $355.3K | 0.04% | +3,143 | New |
| Valeo Financial Advisors, LLC | 3,134 | $354.2K | 0.02% | +19+0.6% | Added |
| Dearborn Partners LLC | 3,121 | $352.8K | 0.01% | −525−14.4% | Reduced |
| Wedmont Private Capital | 3,097 | $352.2K | 0.05% | +943+43.8% | Added |
| Penserra Capital Management LLC | 3,128 | $352.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,110 | $351.5K | 0.26% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,107 | $351.0K | 0.05% | 00.0% | Unchanged |
| Cowa, LLC | 3,095 | $349.8K | 0.29% | 00.0% | Unchanged |