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Livermore
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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.

Institutional holdersQ1 2023: 1,436 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ1 2023: $63.4B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2022.

Institutions holding FISV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Folger Nolan Fleming Douglas Capital Management, Inc3,090$349.0K0.04%00.0%Unchanged
Riverbridge Partners LLC3,080$348.1K0.00%00.0%Unchanged
Carnegie Capital Asset Management, LLC3,071$347.1K0.01%00.0%Unchanged
Tobam3,058$346.0K0.02%+1,820+147.0%Added
Wealth Alliance3,039$343.5K0.06%−3,011−49.8%Reduced
Arete Wealth Advisors, LLC3,030$342.0K0.03%−106−3.4%Reduced
Apeiron RIA LLC3,021$341.5K0.12%−236−7.2%Reduced
Naples Global Advisors, LLC3,017$341.0K0.04%−461−13.3%Reduced
MONECO Advisors, LLC3,015$340.8K0.10%+107+3.7%Added
Waypoint Capital Advisors, LLC3,000$339.1K0.11%00.0%Unchanged
Whittier Trust Co of Nevada Inc2,982$337.1K0.01%−60−2.0%Reduced
JGP Wealth Management, LLC2,961$334.7K0.06%+9+0.3%Added
Stokes Family Office, LLC2,937$332.0K0.04%+128+4.6%Added
Schmidt P J Investment Management Inc2,772$331.5K0.07%−60−2.1%Reduced
Pegasus Partners Ltd.2,921$330.2K0.05%00.0%Unchanged
Wade G W & Inc2,900$328.0K0.01%−316−9.8%Reduced
Drake & Associates, LLC2,894$327.2K0.16%+145+5.3%Added
Legacy Capital Group California, Inc.2,882$325.8K0.16%+2,882New
Beacon Financial Group2,861$325.0K0.05%−419−12.8%Reduced
First Foundation Advisors2,864$323.7K0.01%−2,208−43.5%Reduced
CRA Financial Services, LLC2,843$321.3K0.10%00.0%Unchanged
Geller Advisors LLC2,835$320.4K0.05%+365+14.8%Added
Essex Financial Services, Inc.2,828$319.6K0.03%−331−10.5%Reduced
Atlantic Trust, LLC2,813$318.0K0.10%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,754$311.6K0.00%−56−2.0%Reduced
Richard W. Paul & Associates, LLC2,750$310.8K0.14%−409−12.9%Reduced
Investment Management of Virginia LLC2,730$308.6K0.06%00.0%Unchanged
Parsec Financial Management, Inc.2,730$308.6K0.01%00.0%Unchanged
Point72 Middle East FZE2,704$305.6K0.02%+2,562+1,804.2%Added
Ipswich Investment Management Co., Inc.2,695$304.6K0.08%00.0%Unchanged
Ritholtz Wealth Management2,677$302.6K0.02%+2,677New
PEAK6 Investments LLC2,668$301.6K0.02%+2,668New
Strategic Wealth Partners, Ltd.2,653$299.9K0.05%+315+13.5%Added
Sandler Capital Management2,650$299.5K0.05%00.0%Unchanged
WMS Partners, LLC2,635$297.8K0.03%−747−22.1%Reduced
Norwood Financial Corp2,625$296.7K0.47%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2,610$296.0K0.24%00.0%Unchanged
Intrinsic Edge Capital Management LLC2,600$293.9K0.03%00.0%Unchanged
Meyer Handelman Co2,600$293.9K0.01%00.0%Unchanged
Gateway Investment Advisers LLC2,593$293.1K0.00%−249−8.8%Reduced
Colonial Trust Co2,591$292.9K0.07%−51−1.9%Reduced
Carlson Capital Management2,590$292.7K0.02%+98+3.9%Added
Ingalls & Snyder LLC2,568$290.0K0.01%−302−10.5%Reduced
Heron Financial Group, LLC2,564$289.8K0.16%−35−1.3%Reduced
Edge Capital Group, LLC2,560$289.4K0.02%+2,560New
Raleigh Capital Management Inc.2,559$289.2K0.14%+306+13.6%Added
CVA Family Office, LLC2,554$288.7K0.06%+149+6.2%Added
Independent Financial Group, LLC2,551$288.3K0.02%+6+0.2%Added
Leavell Investment Management, Inc.2,545$288.0K0.02%00.0%Unchanged
Empowered Funds, LLC2,548$288.0K0.02%+2,548New
Northwest Bancshares, Inc.2,541$287.2K0.06%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,541$287.2K0.05%00.0%Unchanged
Harvest Fund Management Co., Ltd2,533$286.0K0.06%+1,643+184.6%Added
CM Wealth Advisors LLC2,410$285.0K0.06%00.0%Unchanged
Allred Capital Management, LLC2,517$284.5K0.15%+2,517New
Dynamic Advisor Solutions LLC2,513$284.0K0.02%−254−9.2%Reduced
Edmond de Rothschild Holding S.A.2,500$282.6K0.01%00.0%Unchanged
Latitude Advisors, LLC2,495$282.0K0.20%−5−0.2%Reduced
Chicago Partners Investment Group LLC2,397$281.2K0.02%−144−5.7%Reduced
WBH Advisory Inc2,486$281.0K0.04%+2,486New
Gladstone Institutional Advisory LLC2,481$280.4K0.02%−33−1.3%Reduced
Venture Visionary Partners LLC2,480$280.3K0.02%−20−0.8%Reduced
Modera Wealth Management, LLC2,473$279.5K0.01%+103+4.3%Added
PFG Investments, LLC2,463$278.3K0.06%+2,463New
Mirabella Financial Services LLP2,462$278.3K0.06%+2,462New
Cornell Pochily Investment Advisors, Inc.2,455$277.5K0.12%−150−5.8%Reduced
Coastal Investment Advisors, Inc.2,451$277.0K0.07%−734−23.0%Reduced
Janney Capital Management LLC2,440$276.0K0.02%−44−1.8%Reduced
Personal Cfo Solutions, LLC2,427$274.3K0.06%−3−0.1%Reduced
PDS Planning, Inc2,423$273.9K0.04%+2,423New
Brighton Jones LLC2,420$273.5K0.02%+299+14.1%Added
Arrow Financial Corp2,400$271.3K0.04%00.0%Unchanged
Corundum Group, Inc.2,400$271.3K0.13%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC2,376$268.6K0.16%00.0%Unchanged
West Coast Financial LLC2,363$267.1K0.04%00.0%Unchanged
Truvestments Capital LLC2,351$265.7K0.14%+625+36.2%Added
Allworth Financial LP2,350$265.6K0.00%+579+32.7%Added
Fidelis Capital Partners, LLC2,206$265.4K0.11%+2,206New
Peterson Wealth Services2,346$265.2K0.14%−142−5.7%Reduced
One Wealth Advisors, LLC2,330$263.4K0.06%+901+63.1%Added
Sowell Financial Services LLC2,317$262.0K0.02%+2,317New
MUFG Securities EMEA plc2,311$261.0K0.00%−141,040−98.4%Reduced
Accurate Wealth Management, LLC2,288$260.2K0.09%−13,881−85.8%Reduced
Greenwich Investment Management, Inc.2,303$260.0K0.20%00.0%Unchanged
Red Door Wealth Management, LLC2,296$259.5K0.08%+2,296New
Putnam Investments LLC2,290$258.8K0.00%+42+1.9%Added
World Equity Group, Inc.6,877$258.6K0.04%+2,485+56.6%Added
Regent Peak Wealth Advisors LLC2,286$258.4K0.08%+7+0.3%Added
Gradient Investments LLC2,276$257.3K0.01%+100+4.6%Added
GPS Wealth Strategies Group, LLC2,272$256.8K0.05%+2,272New
Marcum Wealth, LLC2,257$255.1K0.03%+48+2.2%Added
Aveo Capital Partners, LLC2,249$254.2K0.03%00.0%Unchanged
Sepio Capital, LP2,239$253.1K0.02%−5−0.2%Reduced
Horan Securities, Inc.2,237$252.8K0.13%+55+2.5%Added
First Manhattan Co2,234$252.5K0.00%+268+13.6%Added
Center for Financial Planning, Inc.2,227$251.7K0.06%+435+24.3%Added
Old Port Advisors2,192$251.7K0.09%−184−7.7%Reduced
Jacobsen Capital Management2,221$251.0K0.13%−16,279−88.0%Reduced
ISAM Funds (UK) Ltd2,212$250.0K0.32%+2,212New
Physicians Financial Services, Inc.2,215$250.0K0.11%−50−2.2%Reduced