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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $5.65K | 0.01% | +20+66.7% | Added |
| MCF Advisors LLC | 50 | $5.65K | 0.00% | +21+72.4% | Added |
| Carmel Capital Partners, LLC | 50 | $5.65K | 0.00% | +50 | New |
| Tortoise Investment Management, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 40 | $5.00K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 42 | $4.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $4.07K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.84K | 0.00% | +6+21.4% | Added |
| Global Financial Private Client, LLC | 34 | $3.84K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $3.28K | 0.00% | +2+7.4% | Added |
| Trifecta Capital Advisors, LLC | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.60K | 0.00% | +9+64.3% | Added |
| Retirement Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $1.81K | 0.00% | −8−33.3% | Reduced |
| First Command Advisory Services, Inc. | 15 | $1.70K | 0.00% | +15 | New |
| Ofi Invest Asset Management | 162,763 | $1.44K | 0.01% | +162,763 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.13K | 0.00% | −25−71.4% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Baldrige Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 7 | $792 | 0.00% | +7 | New |
| Rosenberg Matthew Hamilton | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $452 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $339 | 0.00% | −12−80.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $226 | 0.00% | +2 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 113 | $2 | 0.00% | +12+11.9% | Added |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Findlay Park Partners LLP | 0 | $0 | 0.00% | −1,078,548−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −1,069,984−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −565,060−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −544,978−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −479,835−100.0% | Sold out |
| Park Presidio Capital LLC | 0 | $0 | 0.00% | −378,172−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −214,874−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −170,302−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −164,596−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −124,640−100.0% | Sold out |
| North Growth Management Ltd. | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −77,040−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −76,124−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −67,889−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,495−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,120−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −45,130−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −36,204−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,489−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −21,166−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19,732−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −19,510−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,649−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −12,051−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −9,185−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −7,762−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −5,176−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,122−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Grassi Investment Management | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Lynch Asset Management, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Mason Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| SBB Research Group LLC | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| JLB & Associates Inc | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |