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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 65,541 | $7.41M | 0.10% | +59,269+945.0% | Added |
| CIBC World Markets Inc. | 65,386 | $7.39M | 0.03% | +2,889+4.6% | Added |
| Alpine Woods Capital Investors, LLC | 65,235 | $7.37M | 1.11% | −920−1.4% | Reduced |
| Live Oak Private Wealth LLC | 64,402 | $7.28M | 1.50% | +3,161+5.2% | Added |
| Papp L Roy & Associates | 64,294 | $7.27M | 0.98% | −263−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 64,090 | $7.24M | 0.93% | −109−0.2% | Reduced |
| SG Americas Securities, LLC | 63,038 | $7.13M | 0.10% | +27,013+75.0% | Added |
| LSV Asset Management | 62,900 | $7.11M | 0.02% | +62,900 | New |
| 1832 Asset Management L.P. | 62,712 | $7.09M | 0.01% | 00.0% | Unchanged |
| Running Oak Capital LLC | 62,544 | $7.07M | 2.01% | −2,168−3.4% | Reduced |
| Middleton & Co Inc | 62,210 | $7.03M | 1.01% | −328−0.5% | Reduced |
| Schroder Investment Management Group | 61,775 | $6.98M | 0.01% | −9,067−12.8% | Reduced |
| Summit Global Investments | 61,754 | $6.98M | 0.54% | +3,817+6.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $6.78M | 0.09% | −15,000−20.0% | Reduced |
| Chesley Taft & Associates LLC | 59,020 | $6.67M | 0.44% | +4,310+7.9% | Added |
| Janney Montgomery Scott LLC | 58,747 | $6.64M | 0.03% | −2,683−4.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 58,684 | $6.63M | 1.56% | +13,619+30.2% | Added |
| Tocqueville Asset Management L.P. | 57,767 | $6.53M | 0.12% | +1,866+3.3% | Added |
| Palmer Knight Co | 57,488 | $6.50M | 4.13% | +2,715+5.0% | Added |
| FineMark National Bank & Trust | 57,246 | $6.47M | 0.28% | −1,296−2.2% | Reduced |
| M&R Capital Management Inc | 56,754 | $6.41M | 1.80% | −635−1.1% | Reduced |
| First National Bank of Omaha | 56,370 | $6.37M | 0.39% | −1,619−2.8% | Reduced |
| BTC Capital Management, Inc. | 56,346 | $6.37M | 0.73% | −189−0.3% | Reduced |
| Smithbridge Asset Management Inc | 55,621 | $6.29M | 1.58% | +4,164+8.1% | Added |
| Brooktree Capital Management | 55,491 | $6.27M | 4.88% | +649+1.2% | Added |
| Builder Investment Group Inc | 55,360 | $6.26M | 2.73% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 55,292 | $6.25M | 0.03% | −1,585−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 55,185 | $6.24M | 0.12% | +120+0.2% | Added |
| Hills Bank & Trust Co | 55,150 | $6.23M | 0.86% | −1,242−2.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,489 | $6.16M | 0.11% | +3,187+6.2% | Added |
| Great Valley Advisor Group, Inc. | 54,477 | $6.16M | 0.29% | +19,277+54.8% | Added |
| Cox Capital Mgt LLC | 53,966 | $6.10M | 4.41% | −600−1.1% | Reduced |
| Snowden Capital Advisors LLC | 53,889 | $6.09M | 0.24% | −5,843−9.8% | Reduced |
| Hartford Investment Management Co | 53,731 | $6.07M | 0.21% | +7,516+16.3% | Added |
| Liberty Capital Management, Inc. | 53,515 | $6.05M | 1.99% | −512−0.9% | Reduced |
| Securian Asset Management, Inc | 53,435 | $6.04M | 0.16% | +306+0.6% | Added |
| Patient Capital Management, LLC | 53,425 | $6.04M | 2.69% | −12,475−18.9% | Reduced |
| Contravisory Investment Management, Inc. | 53,012 | $5.99M | 1.69% | −759−1.4% | Reduced |
| Atria Investments LLC | 52,956 | $5.99M | 0.11% | −292−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 52,804 | $5.97M | 0.47% | −1,208−2.2% | Reduced |
| SFE Investment Counsel | 49,591 | $5.91M | 1.83% | −7,146−12.6% | Reduced |
| HM Payson & Co | 51,709 | $5.84M | 0.14% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 51,523 | $5.82M | 1.69% | +51,523 | New |
| Captrust Financial Advisors | 51,208 | $5.79M | 0.03% | +20,967+69.3% | Added |
| Oarsman Capital, Inc. | 51,117 | $5.78M | 2.70% | +1,395+2.8% | Added |
| Redmond Asset Management, LLC | 51,086 | $5.77M | 2.00% | −297−0.6% | Reduced |
| ProVise Management Group, LLC | 50,874 | $5.75M | 0.55% | −8,832−14.8% | Reduced |
| Kentucky Retirement Systems | 50,210 | $5.67M | 0.21% | −75−0.1% | Reduced |
| Wilkins Investment Counsel Inc | 49,560 | $5.60M | 1.47% | −140−0.3% | Reduced |
| Notis-McConarty Edward | 49,395 | $5.58M | 2.22% | −83−0.2% | Reduced |
| Verdence Capital Advisors LLC | 48,881 | $5.53M | 0.67% | +20,120+70.0% | Added |
| Ayrshire Capital Management LLC | 48,748 | $5.51M | 3.76% | −445−0.9% | Reduced |
| Jacobs & Co | 48,405 | $5.47M | 0.68% | +425+0.9% | Added |
| First Western Trust Bank | 48,051 | $5.43M | 0.28% | +3,221+7.2% | Added |
| Ally Financial Inc. | 48,000 | $5.43M | 0.80% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 47,983 | $5.42M | 0.09% | −10,047−17.3% | Reduced |
| Meridian Management Co | 47,293 | $5.35M | 1.75% | +6,832+16.9% | Added |
| HGK Asset Management Inc | 47,239 | $5.34M | 1.66% | −2,426−4.9% | Reduced |
| Eagle Asset Management Inc | 47,243 | $5.34M | 0.03% | +3,334+7.6% | Added |
| John G Ullman & Associates Inc | 46,955 | $5.31M | 0.83% | −1,680−3.5% | Reduced |
| Bridgewater Associates, LP | 46,645 | $5.27M | 0.03% | −137,912−74.7% | Reduced |
| Maryland State Retirement & Pension System | 46,604 | $5.27M | 0.12% | +668+1.5% | Added |
| CMH Wealth Management LLC | 46,520 | $5.26M | 1.52% | −21,624−31.7% | Reduced |
| Karpas Strategies, LLC | 46,445 | $5.25M | 1.85% | −200−0.4% | Reduced |
| M. Kraus & Co | 46,367 | $5.24M | 1.85% | +115+0.2% | Added |
| Marshall & Sullivan Inc | 46,345 | $5.24M | 3.17% | +149+0.3% | Added |
| Baker Ellis Asset Management LLC | 45,902 | $5.19M | 0.93% | −273−0.6% | Reduced |
| Cetera Advisor Networks LLC | 45,497 | $5.14M | 0.04% | −1,061−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 45,370 | $5.13M | 0.16% | −1,667−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 45,327 | $5.12M | 0.41% | +10,504+30.2% | Added |
| Hohimer Wealth Management, LLC | 45,324 | $5.12M | 1.48% | −2,248−4.7% | Reduced |
| Sendero Wealth Management, LLC | 45,283 | $5.12M | 1.57% | +7,524+19.9% | Added |
| Federation des caisses Desjardins du Quebec | 45,257 | $5.12M | 0.06% | −115,534−71.9% | Reduced |
| Cullinan Associates Inc | 44,317 | $5.01M | 0.29% | −22,932−34.1% | Reduced |
| Soros Capital Management LLC | 44,114 | $4.99M | 3.63% | −6,894−13.5% | Reduced |
| American National Bank | 44,011 | $4.97M | 0.92% | −6,862−13.5% | Reduced |
| Buckhead Capital Management LLC | 43,688 | $4.94M | 1.16% | −120.0% | Reduced |
| Fulton Bank, N.A. | 42,657 | $4.82M | 0.25% | −542−1.3% | Reduced |
| Compass Wealth Management LLC | 42,239 | $4.77M | 1.52% | +1,139+2.8% | Added |
| Buffington Mohr McNeal | 42,078 | $4.76M | 1.09% | −1,200−2.8% | Reduced |
| RMB Capital Management, LLC | 41,044 | $4.64M | 0.16% | −230−0.6% | Reduced |
| Fiera Capital Corp | 40,983 | $4.63M | 0.01% | +9,262+29.2% | Added |
| Eagle Rock Investment Company, LLC | 40,714 | $4.60M | 1.06% | −1,590−3.8% | Reduced |
| Norinchukin Bank, The | 40,638 | $4.59M | 0.09% | −6,324−13.5% | Reduced |
| Ellsworth Advisors, LLC | 40,251 | $4.55M | 1.60% | −104−0.3% | Reduced |
| Heritage Trust Co | 39,842 | $4.50M | 0.71% | +807+2.1% | Added |
| Carderock Capital Management Inc | 39,061 | $4.42M | 1.54% | +7,498+23.8% | Added |
| Crossmark Global Holdings, Inc. | 39,056 | $4.42M | 0.10% | −1,964−4.8% | Reduced |
| Credit Agricole S A | 39,016 | $4.41M | 0.19% | +7,889+25.3% | Added |
| Timber Creek Capital Management LLC | 38,961 | $4.40M | 1.57% | −1,133−2.8% | Reduced |
| Selway Asset Management | 38,899 | $4.40M | 2.11% | −170−0.4% | Reduced |
| Stone Run Capital, LLC | 38,647 | $4.37M | 2.09% | −6,600−14.6% | Reduced |
| DF Dent & Co Inc | 38,510 | $4.35M | 0.06% | −6,720−14.9% | Reduced |
| TD Waterhouse Canada Inc. | 36,027 | $4.34M | 0.04% | −561−1.5% | Reduced |
| Graypoint LLC | 38,339 | $4.33M | 0.47% | −15,251−28.5% | Reduced |
| AE Wealth Management LLC | 38,051 | $4.30M | 0.03% | −2,084−5.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 38,049 | $4.30M | 2.19% | −314−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 37,921 | $4.29M | 0.21% | −3,255−7.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 37,778 | $4.27M | 0.12% | −5,757−13.2% | Reduced |
| Keel Point, LLC | 37,613 | $4.25M | 0.61% | +1,204+3.3% | Added |