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 |
|---|---|---|---|---|---|
| Eley Financial Management, Inc | 37,395 | $4.23M | 2.18% | −669−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 37,382 | $4.22M | 0.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 37,275 | $4.21M | 0.46% | +1,024+2.8% | Added |
| Baxter Bros Inc | 37,214 | $4.21M | 0.66% | −1,892−4.8% | Reduced |
| Cloverfields Capital Group, LP | 37,026 | $4.19M | 1.25% | +3,744+11.2% | Added |
| Close Asset Management Ltd | 37,021 | $4.18M | 0.21% | +3,333+9.9% | Added |
| Reynders McVeigh Capital Management, LLC | 36,768 | $4.16M | 0.29% | −1,765−4.6% | Reduced |
| First Business Financial Services, Inc. | 36,410 | $4.12M | 0.52% | −27,219−42.8% | Reduced |
| Ironwood Investment Counsel, LLC | 36,138 | $4.08M | 0.97% | +1,108+3.2% | Added |
| Blume Capital Management, Inc. | 35,940 | $4.06M | 1.29% | −1,283−3.4% | Reduced |
| Los Angeles Capital Management LLC | 35,836 | $4.05M | 0.02% | +27,441+326.9% | Added |
| Freemont Management S.A. | 35,800 | $4.05M | 0.60% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,777 | $4.04M | 0.04% | −7,190−16.7% | Reduced |
| Delaney Dennis R | 35,354 | $4.00M | 3.41% | +400+1.1% | Added |
| Linker Capital Management Inc. | 35,140 | $3.97M | 4.35% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 35,127 | $3.97M | 0.73% | +2,216+6.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $3.94M | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 34,799 | $3.93M | 0.16% | +34,799 | New |
| Knights of Columbus Asset Advisors LLC | 34,777 | $3.93M | 0.39% | +121+0.3% | Added |
| Gilman Hill Asset Management, LLC | 34,321 | $3.88M | 0.79% | +1,310+4.0% | Added |
| Geneos Wealth Management Inc. | 33,930 | $3.84M | 0.23% | −5,350−13.6% | Reduced |
| Profund Advisors LLC | 33,818 | $3.82M | 0.24% | −236−0.7% | Reduced |
| Argent Trust Co | 33,501 | $3.79M | 0.24% | −1,914−5.4% | Reduced |
| Glenview Trust Co | 33,228 | $3.76M | 0.11% | −185−0.6% | Reduced |
| BDO Wealth Advisors, LLC | 33,016 | $3.73M | 0.46% | −886−2.6% | Reduced |
| Anchor Investment Management, LLC | 32,940 | $3.72M | 0.51% | +665+2.1% | Added |
| Citizens Financial Group Inc | 32,917 | $3.72M | 0.14% | 00.0% | Unchanged |
| EULAV Asset Management | 32,800 | $3.71M | 0.15% | −218,928−87.0% | Reduced |
| Bull Street Advisors, LLC | 32,655 | $3.69M | 1.91% | +40+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 32,614 | $3.69M | 0.15% | +17,220+111.9% | Added |
| Nilsine Partners, LLC | 32,479 | $3.67M | 0.58% | +32,479 | New |
| Thomas Story & Son LLC | 32,325 | $3.65M | 1.77% | −100−0.3% | Reduced |
| Diversified Trust Co | 32,178 | $3.64M | 0.14% | +430+1.4% | Added |
| Gabelli Funds LLC | 32,020 | $3.62M | 0.03% | −2,300−6.7% | Reduced |
| Value Holdings Management Co. LLC | 32,000 | $3.62M | 0.86% | −5,513−14.7% | Reduced |
| Monarch Capital Management Inc | 31,892 | $3.60M | 1.11% | −408−1.3% | Reduced |
| Evoke Wealth, LLC | 31,841 | $3.60M | 0.13% | −4,689−12.8% | Reduced |
| Wealthfront Advisers LLC | 31,791 | $3.59M | 0.02% | +4,878+18.1% | Added |
| Jag Capital Management, LLC | 31,684 | $3.58M | 0.46% | +799+2.6% | Added |
| Van Eck Associates Corp | 31,584 | $3.57M | 0.01% | −3,973−11.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.57M | 0.83% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 31,398 | $3.55M | 1.85% | −1,449−4.4% | Reduced |
| Madison Wealth Management | 31,392 | $3.55M | 0.77% | −240−0.8% | Reduced |
| Ami Investment Management Inc | 31,221 | $3.53M | 1.65% | −106−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 31,085 | $3.51M | 0.43% | +2,017+6.9% | Added |
| Stonnington Group, LLC | 29,862 | $3.46M | 0.90% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 30,379 | $3.43M | 0.15% | +1,479+5.1% | Added |
| Prudential PLC | 30,118 | $3.40M | 0.04% | −272−0.9% | Reduced |
| Page Arthur B | 29,971 | $3.39M | 3.18% | −415−1.4% | Reduced |
| Canada Pension Plan Investment Board | 29,950 | $3.39M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 29,796 | $3.37M | 0.06% | +1,792+6.4% | Added |
| Horan Capital Advisors, LLC. | 29,763 | $3.36M | 1.39% | +124+0.4% | Added |
| Stephens Inc | 29,676 | $3.35M | 0.06% | +5,575+23.1% | Added |
| Howe & Rusling Inc | 29,633 | $3.35M | 0.40% | +130.0% | Added |
| GDS Wealth Management | 29,481 | $3.33M | 0.59% | +13,131+80.3% | Added |
| New Mexico Educational Retirement Board | 29,416 | $3.33M | 0.17% | −900−3.0% | Reduced |
| TownSquare Capital, LLC | 29,405 | $3.32M | 0.07% | −169−0.6% | Reduced |
| Clayton Partners LLC | 28,834 | $3.26M | 3.17% | +552+2.0% | Added |
| Kestra Advisory Services, LLC | 28,640 | $3.24M | 0.04% | −17,286−37.6% | Reduced |
| EagleClaw Capital Managment, LLC | 28,635 | $3.24M | 0.76% | +400+1.4% | Added |
| Crescent Grove Advisors, LLC | 28,607 | $3.23M | 0.38% | +4,607+19.2% | Added |
| BKD Wealth Advisors, LLC | 28,474 | $3.22M | 0.11% | −463−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,472 | $3.22M | 0.22% | −567−2.0% | Reduced |
| Triad Investment Management | 28,462 | $3.22M | 4.68% | +620+2.2% | Added |
| Metropolitan Life Insurance Co | 28,403 | $3.21M | 0.16% | −7,296−20.4% | Reduced |
| La Banque Postale Asset Management SA | 28,277 | $3.20M | 0.08% | −1,309−4.4% | Reduced |
| South State Corp. | 27,843 | $3.15M | 0.29% | −3,555−11.3% | Reduced |
| USA Financial Portformulas Corp | 27,665 | $3.13M | 5.07% | +27,665 | New |
| BancorpSouth Bank | 27,622 | $3.12M | 0.29% | −2,345−7.8% | Reduced |
| Peddock Capital Advisors, LLC | 27,529 | $3.11M | 1.08% | +585+2.2% | Added |
| Dempze Nancy E | 27,234 | $3.08M | 2.80% | +487+1.8% | Added |
| KLCM Advisors, Inc. | 27,197 | $3.07M | 0.61% | −21,166−43.8% | Reduced |
| Dillon & Associates Inc | 27,202 | $3.07M | 0.61% | +4,090+17.7% | Added |
| Brown, Lisle/Cummings, Inc. | 26,675 | $3.02M | 1.53% | −1,285−4.6% | Reduced |
| Baldwin Investment Management, LLC | 26,660 | $3.01M | 0.53% | −125−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 26,647 | $3.01M | 1.63% | −465−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,642 | $3.01M | 0.05% | +6,619+33.1% | Added |
| Advisor Partners II, LLC | 26,453 | $2.99M | 0.16% | −735−2.7% | Reduced |
| Bayesian Capital Management, LP | 26,422 | $2.99M | 0.37% | +17,200+186.5% | Added |
| Robbins Farley LLC | 26,398 | $2.98M | 2.19% | +278+1.1% | Added |
| Capital City Trust Co | 26,309 | $2.97M | 0.95% | +79+0.3% | Added |
| Barry Investment Advisors, LLC | 25,790 | $2.92M | 0.96% | −595−2.3% | Reduced |
| Cary Street Partners Asset Management LLC | 25,041 | $2.83M | 0.54% | +2,439+10.8% | Added |
| Agate Pass Investment Management, LLC | 25,039 | $2.83M | 1.85% | +648+2.7% | Added |
| Anderson Hoagland & Co | 24,909 | $2.82M | 0.40% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 24,841 | $2.81M | 0.78% | −74−0.3% | Reduced |
| Eads & Heald Wealth Management | 24,770 | $2.80M | 1.39% | +272+1.1% | Added |
| First Horizon Advisors, Inc. | 24,726 | $2.79M | 0.10% | −3,816−13.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,612 | $2.78M | 0.20% | −500−2.0% | Reduced |
| Robinson Value Management, Ltd. | 24,607 | $2.78M | 2.14% | −76−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 24,573 | $2.78M | 0.02% | −3,625−12.9% | Reduced |
| Vestcor Inc | 24,443 | $2.76M | 0.10% | −100−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,348 | $2.75M | 0.04% | +2,800+13.0% | Added |
| AMG National Trust Bank | 24,338 | $2.75M | 0.10% | −9,004−27.0% | Reduced |
| Glenmede Trust Co NA | 24,337 | $2.75M | 0.02% | −2,583−9.6% | Reduced |
| Argyle Capital Management Inc. | 24,106 | $2.72M | 0.96% | +2,000+9.0% | Added |
| Toroso Investments, LLC | 24,059 | $2.72M | 0.09% | +813+3.5% | Added |
| Moors & Cabot, Inc. | 23,855 | $2.70M | 0.19% | +320+1.4% | Added |
| Advisory Services Network, LLC | 23,766 | $2.69M | 0.07% | +486+2.1% | Added |
| Bokf, NA | 23,758 | $2.69M | 0.06% | −3,775−13.7% | Reduced |