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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 2,208 | $249.6K | 0.01% | −321−12.7% | Reduced |
| Holderness Investments Co | 2,205 | $249.2K | 0.10% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,202 | $248.9K | 0.03% | −374−14.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $248.7K | 0.04% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,191 | $248.0K | 0.02% | −256−10.5% | Reduced |
| Girard Partners Ltd. | 2,184 | $246.9K | 0.03% | −718−24.7% | Reduced |
| Sage Mountain Advisors LLC | 2,183 | $246.7K | 0.04% | +2,183 | New |
| Osterweis Capital Management Inc | 2,160 | $244.1K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,130 | $240.8K | 0.11% | −50−2.3% | Reduced |
| Foster & Motley Inc | 2,111 | $239.0K | 0.02% | +2,111 | New |
| Canandaigua National Bank & Trust Co | 2,106 | $238.0K | 0.04% | +2,106 | New |
| Uncommon Cents Investing LLC | 2,100 | $237.4K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 2,075 | $234.5K | 0.02% | −26,788−92.8% | Reduced |
| LVZ Advisors, Inc. | 2,066 | $233.5K | 0.03% | +65+3.2% | Added |
| De Burlo Group Inc | 2,063 | $233.2K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,914 | $232.4K | 0.31% | −7−0.4% | Reduced |
| Haverford Trust Co | 2,055 | $232.3K | 0.00% | +2,055 | New |
| Perpetual Ltd | 2,055 | $232.3K | 0.00% | +2,055 | New |
| Parkside Financial Bank & Trust | 2,054 | $232.2K | 0.06% | +221+12.1% | Added |
| BSW Wealth Partners | 2,045 | $231.1K | 0.05% | +2,045 | New |
| Biltmore Family Office, LLC | 2,042 | $230.8K | 0.05% | −10.0% | Reduced |
| Summit X, LLC | 2,026 | $229.0K | 0.06% | +2,026 | New |
| Trust Co of Toledo NA | 2,023 | $228.7K | 0.04% | +2,023 | New |
| Baron Wealth Management LLC | 2,020 | $228.3K | 0.16% | −798−28.3% | Reduced |
| Financial Management Professionals, Inc. | 2,014 | $228.0K | 0.04% | −55−2.7% | Reduced |
| Cable Hill Partners, LLC | 2,010 | $227.2K | 0.04% | +2,010 | New |
| Keudell/Morrison Wealth Management | 2,006 | $226.7K | 0.07% | +19+1.0% | Added |
| Western Wealth Management, LLC | 2,002 | $226.3K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 2,000 | $226.1K | 0.01% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,995 | $225.5K | 0.05% | −22−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,993 | $225.3K | 0.08% | −556−21.8% | Reduced |
| Old Mission Capital LLC | 1,986 | $224.5K | 0.01% | +1,986 | New |
| Enterprise Financial Services Corp | 1,959 | $221.4K | 0.14% | −38−1.9% | Reduced |
| Claro Advisors LLC | 1,948 | $220.2K | 0.06% | −37−1.9% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $219.1K | 0.14% | +1,938 | New |
| Front Barnett Associates LLC | 1,940 | $219.0K | 0.03% | +1,940 | New |
| Comerica Securities,inc. | 1,925 | $217.6K | 0.02% | +100+5.5% | Added |
| Hengehold Capital Management LLC | 1,923 | $217.4K | 0.03% | +1,923 | New |
| Sargent Investment Group, LLC | 1,920 | $216.6K | 0.06% | +1,920 | New |
| Boit C F David | 1,850 | $216.6K | 0.15% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,911 | $216.0K | 0.02% | +1,911 | New |
| Curated Wealth Partners LLC | 1,910 | $215.9K | 0.05% | +1,910 | New |
| CKW Financial Group | 1,900 | $215.0K | 0.04% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,900 | $214.8K | 0.08% | +1,900 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,891 | $213.7K | 0.03% | +1,891 | New |
| Ronald Blue Trust, Inc. | 2,105 | $213.0K | 0.00% | +191+10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,875 | $212.0K | 0.01% | −7,690−80.4% | Reduced |
| Clearwater Capital Advisors, LLC | 1,870 | $211.4K | 0.03% | −900−32.5% | Reduced |
| Courier Capital LLC | 1,863 | $210.6K | 0.02% | −260−12.2% | Reduced |
| Proficio Capital Partners LLC | 1,856 | $209.8K | 0.03% | −209−10.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,850 | $209.1K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,844 | $208.4K | 0.11% | +1,844 | New |
| Jackson Creek Investment Advisors LLC | 1,837 | $208.0K | 0.09% | +1,837 | New |
| Lodestar Private Asset Management LLC | 1,830 | $206.8K | 0.04% | +1,830 | New |
| KFG Wealth Management, LLC | 1,781 | $206.1K | 0.14% | +1,781 | New |
| Catalyst Financial Partners LLC | 1,822 | $205.9K | 0.09% | +1,822 | New |
| Legacy Financial Advisors, Inc. | 1,815 | $205.3K | 0.04% | +1,815 | New |
| Corrigan Financial, Inc. | 1,809 | $204.5K | 0.07% | −180−9.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,803 | $203.8K | 0.02% | −21−1.2% | Reduced |
| Davy Global Fund Management Ltd | 1,796 | $203.0K | 0.04% | +1,796 | New |
| Virtue Capital Management, LLC | 1,714 | $202.9K | 0.03% | +1,714 | New |
| Berkshire Asset Management LLC | 1,792 | $202.6K | 0.01% | +1,792 | New |
| Change Path, LLC | 1,778 | $201.0K | 0.01% | −1,253−41.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,772 | $200.3K | 0.15% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,770 | $200.1K | 0.20% | +1,770 | New |
| 25 LLC | 1,604 | $191.7K | 0.12% | +1,604 | New |
| TD Private Client Wealth LLC | 1,669 | $188.6K | 0.01% | −108−6.1% | Reduced |
| Park Place Capital Corp | 1,661 | $187.7K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,650 | $186.5K | 0.19% | +1,650 | New |
| Concord Wealth Partners | 1,623 | $183.4K | 0.05% | −172−9.6% | Reduced |
| Alta Advisers Ltd | 1,600 | $180.8K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,592 | $179.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,547 | $174.9K | 0.09% | −22−1.4% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $174.1K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,531 | $173.0K | 0.01% | −32−2.0% | Reduced |
| Trust Co of Vermont | 1,512 | $170.9K | 0.01% | −59−3.8% | Reduced |
| City State Bank | 1,495 | $169.0K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 1,400 | $158.2K | 0.02% | +377+36.9% | Added |
| Natixis Investment Managers International | 1,325 | $149.8K | 0.01% | −1,366−50.8% | Reduced |
| Advisors Asset Management, Inc. | 1,280 | $144.7K | 0.00% | +530+70.7% | Added |
| ICA Group Wealth Management, LLC | 1,272 | $143.8K | 0.03% | −645−33.6% | Reduced |
| Crewe Advisors LLC | 1,257 | $142.1K | 0.02% | +460+57.7% | Added |
| Quent Capital, LLC | 1,232 | $139.3K | 0.02% | −36−2.8% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $133.3K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,155 | $130.6K | 0.02% | −641−35.7% | Reduced |
| Resources Management Corp | 1,275 | $130.0K | 0.03% | −47,660−97.4% | Reduced |
| JNBA Financial Advisors | 1,114 | $125.9K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $113.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $113.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $110.8K | 0.10% | −30−3.0% | Reduced |
| WFA Asset Management Corp | 959 | $108.4K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 950 | $107.4K | 0.05% | −550−36.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 915 | $103.5K | 0.03% | +915 | New |
| Milestone Investment Advisors LLC | 872 | $98.6K | 0.03% | +872 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $98.6K | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 844 | $95.4K | 0.01% | +844 | New |
| Mendota Financial Group, LLC | 939 | $95.2K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 828 | $94.0K | 0.08% | +111+15.5% | Added |
| Evermay Wealth Management LLC | 800 | $90.4K | 0.02% | 00.0% | Unchanged |