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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 796 | $90.0K | 0.00% | −1,372−63.3% | Reduced |
| GHP Investment Advisors, Inc. | 730 | $82.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $80.3K | 0.02% | −380−34.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 685 | $77.4K | 0.00% | +604+745.7% | Added |
| Thompson Siegel & Walmsley LLC | 682 | $77.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 674 | $76.2K | 0.03% | +497+280.8% | Added |
| TCI Wealth Advisors, Inc. | 642 | $72.6K | 0.01% | −23−3.5% | Reduced |
| Hallmark Capital Management Inc | 635 | $71.8K | 0.01% | +10+1.6% | Added |
| MV Capital Management, Inc. | 631 | $71.3K | 0.01% | +127+25.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 627 | $70.9K | 0.00% | −2,111−77.1% | Reduced |
| Deseret Mutual Benefit Administrators | 615 | $69.5K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 606 | $68.5K | 0.03% | −125−17.1% | Reduced |
| Global Trust Asset Management, LLC | 606 | $68.5K | 0.03% | +6+1.0% | Added |
| Hoese & Co LLP | 588 | $67.7K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 598 | $67.6K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 595 | $67.3K | 0.00% | −65−9.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 593 | $67.0K | 0.00% | +593 | New |
| Eagle Bay Advisors LLC | 581 | $65.7K | 0.04% | −8−1.4% | Reduced |
| Zions Bancorporation, N.A. | 575 | $65.0K | 0.01% | −53−8.4% | Reduced |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | −106−16.0% | Reduced |
| Piscataqua Savings Bank | 549 | $62.1K | 0.05% | −56−9.3% | Reduced |
| Private Ocean, LLC | 543 | $61.4K | 0.01% | −107−16.5% | Reduced |
| One River Asset Management, LLC | 540 | $61.0K | 0.05% | +540 | New |
| Larson Financial Group LLC | 533 | $60.2K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 525 | $59.0K | 0.01% | +525 | New |
| West Paces Advisors Inc. | 504 | $57.0K | 0.02% | +450+833.3% | Added |
| Arcadia Investment Management Corp | 495 | $56.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 440 | $49.7K | 0.01% | +105+31.3% | Added |
| MBM Wealth Consultants, LLC | 637 | $48.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 419 | $47.4K | 0.01% | +34+8.8% | Added |
| Resurgent Financial Advisors LLC | 406 | $45.9K | 0.03% | −324−44.4% | Reduced |
| AXS Investments LLC | 405 | $45.8K | 0.02% | −10,883−96.4% | Reduced |
| Cambridge Trust Co | 402 | $45.4K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $45.2K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $44.6K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $43.5K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 369 | $41.7K | 0.00% | −127−25.6% | Reduced |
| Tradition Wealth Management, LLC | 356 | $40.0K | 0.00% | +356 | New |
| Westside Investment Management, Inc. | 351 | $39.7K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 346 | $39.1K | 0.08% | +346 | New |
| Capital Advisors, Ltd. LLC | 333 | $38.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 333 | $38.0K | 0.00% | +206+162.2% | Added |
| KB Financial Partners, LLC | 326 | $37.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 314 | $35.5K | 0.03% | +3+1.0% | Added |
| IAG Wealth Partners, LLC | 305 | $34.5K | 0.01% | −100−24.7% | Reduced |
| Farther Finance Advisors, LLC | 292 | $33.0K | 0.01% | +8+2.8% | Added |
| Dark Forest Capital Management LP | 283 | $32.0K | 0.01% | +283 | New |
| Versant Capital Management, Inc | 280 | $31.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 276 | $31.2K | 0.01% | −26−8.6% | Reduced |
| NewSquare Capital LLC | 262 | $29.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 253 | $28.6K | 0.01% | −46−15.4% | Reduced |
| Bell Investment Advisors, Inc | 250 | $28.3K | 0.01% | +17+7.3% | Added |
| Monetary Management Group Inc | 250 | $28.3K | 0.01% | −2,500−90.9% | Reduced |
| Earnest Partners LLC | 246 | $27.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 240 | $27.1K | 0.00% | −41−14.6% | Reduced |
| Canton Hathaway, LLC | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 236 | $26.7K | 0.00% | +236 | New |
| RE Dickinson Investment Advisors, LLC | 236 | $26.0K | 0.01% | +32+15.7% | Added |
| Sound Income Strategies, LLC | 220 | $24.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 218 | $24.6K | 0.01% | +100+84.7% | Added |
| Artemis Wealth Advisors, LLC | 208 | $23.5K | 0.01% | −7−3.3% | Reduced |
| West Oak Capital, LLC | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 199 | $22.5K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 197 | $22.3K | 0.01% | +197 | New |
| JFS Wealth Advisors, LLC | 192 | $21.7K | 0.00% | +10+5.5% | Added |
| Sittner & Nelson, LLC | 192 | $21.7K | 0.01% | +192 | New |
| China Universal Asset Management Co., Ltd. | 190 | $21.5K | 0.01% | +190 | New |
| GeoWealth Management, LLC | 181 | $21.0K | 0.00% | −60−24.9% | Reduced |
| New Hampshire Trust | 185 | $20.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 178 | $20.1K | 0.00% | +178 | New |
| Institutional & Family Asset Management, LLC | 163 | $18.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $18.1K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 137 | $15.4K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $14.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 127 | $14.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $13.6K | 0.01% | −197−62.1% | Reduced |
| Accel Wealth Management | 120 | $13.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $12.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 129 | $12.0K | 0.00% | +43+50.0% | Added |
| Pathway Financial Advisers, LLC | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 90 | $10.2K | 0.00% | −30−25.0% | Reduced |
| Arlington Partners LLC | 86 | $9.72K | 0.00% | −229−72.7% | Reduced |
| Bangor Savings Bank | 85 | $9.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 82 | $9.27K | 0.00% | +34+70.8% | Added |
| Ridgewood Investments LLC | 78 | $8.79K | 0.01% | +78 | New |
| Grey Fox Wealth Advisors, LLC | 76 | $8.59K | 0.01% | +76 | New |
| Red Tortoise LLC | 67 | $7.57K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 64 | $7.23K | 0.00% | −3,300−98.1% | Reduced |
| Raffa Wealth Management, LLC | 63 | $7.12K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 62 | $7.01K | 0.00% | +59+1,966.7% | Added |
| HighMark Wealth Management LLC | 60 | $6.78K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $6.44K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Activest Wealth Management | 51 | $5.76K | 0.00% | +51 | New |