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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 23,717 | $2.68M | 0.17% | +6,311+36.3% | Added |
| Tudor Investment Corp Et Al | 23,707 | $2.68M | 0.05% | +18,358+343.2% | Added |
| Lido Advisors, LLC | 23,122 | $2.61M | 0.04% | +18,898+447.4% | Added |
| GWM Advisors LLC | 23,020 | $2.61M | 0.03% | +5,006+27.8% | Added |
| Carmel Capital Management L.L.C. | 23,015 | $2.60M | 1.49% | +300+1.3% | Added |
| Bridges Investment Management Inc | 22,775 | $2.57M | 0.09% | −1,390−5.8% | Reduced |
| HB Wealth Management, LLC | 22,718 | $2.57M | 0.04% | +402+1.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,596 | $2.55M | 0.21% | −325−1.4% | Reduced |
| Harvest Volatility Management LLC | 22,557 | $2.55M | 0.51% | −4,251−15.9% | Reduced |
| Trust Co of Oklahoma | 22,514 | $2.54M | 1.00% | −865−3.7% | Reduced |
| True North Advisors, LLC | 22,506 | $2.54M | 0.75% | 00.0% | Unchanged |
| JustInvest LLC | 22,500 | $2.54M | 0.09% | −419−1.8% | Reduced |
| Trinity Financial Advisors LLC | 22,498 | $2.54M | 1.55% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,101 | $2.50M | 0.06% | −1,495−6.3% | Reduced |
| Old Second National Bank of Aurora | 21,594 | $2.44M | 0.71% | −2,480−10.3% | Reduced |
| Keeler Thomas Management LLC | 21,580 | $2.44M | 1.15% | +5,724+36.1% | Added |
| Meridian Wealth Advisors, LLC | 21,419 | $2.42M | 0.61% | +4,958+30.1% | Added |
| Choate Investment Advisors | 21,235 | $2.40M | 0.12% | +4,275+25.2% | Added |
| Twin Capital Management Inc | 21,128 | $2.39M | 0.33% | −4,540−17.7% | Reduced |
| Ameritas Investment Partners, Inc. | 21,119 | $2.39M | 0.09% | −44−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 20,915 | $2.36M | 0.06% | +3,832+22.4% | Added |
| Noble Path Asset Management LP | 20,900 | $2.36M | 16.14% | −18,100−46.4% | Reduced |
| Benchmark Investment Advisors LLC | 20,855 | $2.36M | 2.42% | −410−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,743 | $2.34M | 0.26% | −6,466−23.8% | Reduced |
| Cubist Systematic Strategies, LLC | 20,569 | $2.32M | 0.02% | −8,221−28.6% | Reduced |
| Albert D Mason Inc | 20,553 | $2.32M | 1.61% | −154−0.7% | Reduced |
| Campbell Newman Asset Management Inc | 20,517 | $2.32M | 0.23% | −73−0.4% | Reduced |
| Vontobel Holding Ltd. | 20,317 | $2.30M | 0.02% | +287+1.4% | Added |
| Ameritas Advisory Services, LLC | 20,257 | $2.29M | 0.11% | −4,726−18.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,961 | $2.26M | 0.06% | +57+0.3% | Added |
| Hall Laurie J Trustee | 19,915 | $2.25M | 0.96% | −150−0.7% | Reduced |
| Capital Analysts, LLC | 19,854 | $2.24M | 0.13% | −380−1.9% | Reduced |
| American Century Companies Inc | 19,909 | $2.24M | 0.00% | +2,388+13.6% | Added |
| Wisconsin Capital Management LLC | 19,755 | $2.23M | 1.52% | −3,568−15.3% | Reduced |
| Everence Capital Management Inc | 19,746 | $2.23M | 0.18% | 00.0% | Unchanged |
| CenterBook Partners LP | 19,546 | $2.21M | 0.31% | −18,206−48.2% | Reduced |
| Altrafin AG | 19,200 | $2.17M | 1.07% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 19,152 | $2.16M | 0.59% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 19,110 | $2.16M | 1.68% | −547−2.8% | Reduced |
| LaFleur & Godfrey LLC | 19,020 | $2.15M | 0.35% | +360+1.9% | Added |
| Berger Financial Group, Inc | 18,856 | $2.13M | 0.26% | −295−1.5% | Reduced |
| AdvisorShares Investments LLC | 18,674 | $2.11M | 0.66% | +5,700+43.9% | Added |
| Achmea Investment Management B.V. | 18,539 | $2.10M | 0.06% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 18,506 | $2.09M | 1.35% | +83+0.5% | Added |
| We Are One Seven, LLC | 18,344 | $2.07M | 0.13% | +447+2.5% | Added |
| Vinva Investment Management Ltd | 18,290 | $2.07M | 0.17% | +18,290 | New |
| CWM, LLC | 18,247 | $2.06M | 0.01% | +696+4.0% | Added |
| Silphium Asset Management Ltd | 18,000 | $2.03M | 1.72% | +14,250+380.0% | Added |
| WESCAP Management Group, Inc. | 17,842 | $2.02M | 0.71% | −733−3.9% | Reduced |
| Private Advisor Group, LLC | 17,741 | $2.01M | 0.02% | −2,624−12.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,692 | $2.00M | 1.30% | +17,692 | New |
| Great Lakes Advisors, LLC | 17,605 | $1.99M | 0.02% | −91,697−83.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,469 | $1.97M | 0.21% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 17,291 | $1.95M | 0.09% | −394−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 17,185 | $1.94M | 0.30% | +465+2.8% | Added |
| Central Trust Co | 16,952 | $1.92M | 0.06% | +650+4.0% | Added |
| Empirical Finance, LLC | 16,677 | $1.89M | 0.18% | +957+6.1% | Added |
| Harbor Capital Advisors, Inc. | 16,542 | $1.87M | 0.54% | −1,105−6.3% | Reduced |
| Mission Wealth Management, LP | 16,355 | $1.85M | 0.08% | +60+0.4% | Added |
| North Star Investment Management Corp. | 16,018 | $1.81M | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,854 | $1.79M | 0.12% | +3,462+27.9% | Added |
| Wetherby Asset Management Inc | 15,824 | $1.79M | 0.10% | +358+2.3% | Added |
| Burney Co | 15,822 | $1.79M | 0.09% | −105−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 15,800 | $1.79M | 0.49% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 15,760 | $1.78M | 0.70% | −7,200−31.4% | Reduced |
| Greenleaf Trust | 15,727 | $1.78M | 0.02% | +3,186+25.4% | Added |
| Cunning Capital Partners, LP | 15,575 | $1.76M | 1.20% | 00.0% | Unchanged |
| Veritable, L.P. | 15,538 | $1.76M | 0.03% | +64+0.4% | Added |
| Credential Qtrade Securities Inc. | 15,465 | $1.75M | 0.12% | −769−4.7% | Reduced |
| Jones Financial Companies LLLP | 15,442 | $1.75M | 0.00% | −147−0.9% | Reduced |
| United Services Automobile Association | 15,268 | $1.73M | 0.06% | −9,743−39.0% | Reduced |
| Umb Bank N A | 15,260 | $1.72M | 0.03% | −239−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,217 | $1.72M | 0.18% | −72−0.5% | Reduced |
| Pathstone Family Office, LLC | 15,180 | $1.72M | 0.03% | −9,583−38.7% | Reduced |
| Palisade Asset Management, LLC | 15,202 | $1.72M | 0.21% | −180−1.2% | Reduced |
| Summit Financial Group Inc | 15,165 | $1.71M | 0.68% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 15,106 | $1.71M | 1.10% | +15,106 | New |
| Northwest & Ethical Investments L.P. | 15,037 | $1.70M | 0.06% | −498−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 14,867 | $1.68M | 0.05% | −12,832−46.3% | Reduced |
| Wolf Group Capital Advisors | 14,828 | $1.68M | 0.83% | −1,184−7.4% | Reduced |
| Wedbush Securities Inc | 14,776 | $1.67M | 0.08% | −354−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 14,572 | $1.65M | 0.03% | +8,180+128.0% | Added |
| Raymond James Trust N.A. | 14,458 | $1.63M | 0.05% | +2,877+24.8% | Added |
| Engineers Gate Manager LP | 14,359 | $1.62M | 0.07% | −705−4.7% | Reduced |
| Leonteq Securities AG | 14,271 | $1.61M | 0.15% | −5,997−29.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 15,913 | $1.61M | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,173 | $1.60M | 0.82% | −60.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 14,148 | $1.60M | 0.41% | −3,718−20.8% | Reduced |
| Howland Capital Management LLC | 14,072 | $1.59M | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 14,005 | $1.58M | 0.23% | +476+3.5% | Added |
| Guardian Capital LP | 13,850 | $1.57M | 0.05% | −1,010−6.8% | Reduced |
| Harbor Investment Advisory, LLC | 13,802 | $1.56M | 0.23% | +45+0.3% | Added |
| National Asset Management, Inc. | 13,669 | $1.55M | 0.04% | −14,108−50.8% | Reduced |
| Callan Family Office, LLC | 13,638 | $1.54M | 0.37% | +13,638 | New |
| Moody National Bank Trust Division | 13,618 | $1.54M | 0.13% | −14−0.1% | Reduced |
| Abundance Wealth Counselors | 13,584 | $1.53M | 0.39% | −990−6.8% | Reduced |
| Jacobi Capital Management LLC | 13,562 | $1.53M | 0.18% | −3,145−18.8% | Reduced |
| Fayez Sarofim & Co | 13,444 | $1.52M | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,392 | $1.51M | 0.78% | +62+0.5% | Added |
| Malaga Cove Capital, LLC | 13,377 | $1.51M | 0.75% | −20.0% | Reduced |