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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 13,328 | $1.51M | 0.01% | −1,429−9.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,240 | $1.50M | 0.06% | −31−0.2% | Reduced |
| Provident Trust Co | 13,184 | $1.49M | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 13,164 | $1.49M | 0.08% | −1,340−9.2% | Reduced |
| NFJ Investment Group, LLC | 13,101 | $1.48M | 0.04% | +3,035+30.2% | Added |
| BerganKDV Wealth Management, LLC | 12,832 | $1.45M | 0.15% | +539+4.4% | Added |
| Atria Wealth Solutions, Inc. | 12,736 | $1.44M | 0.02% | −206−1.6% | Reduced |
| Davidson Capital Management Inc. | 12,732 | $1.44M | 0.87% | +5,315+71.7% | Added |
| Veriti Management LLC | 12,567 | $1.42M | 0.17% | +926+8.0% | Added |
| Scotia Capital Inc. | 12,527 | $1.42M | 0.01% | −4,018−24.3% | Reduced |
| Fairbanks Capital Management, Inc. | 12,291 | $1.39M | 1.10% | −1,890−13.3% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.39M | 0.26% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,970 | $1.38M | 0.03% | −6,656−77.2% | Reduced |
| Manchester Capital Management LLC | 12,156 | $1.37M | 0.18% | 00.0% | Unchanged |
| Pitcairn Co | 12,051 | $1.36M | 0.13% | +191+1.6% | Added |
| Sawyer & Company, Inc | 11,952 | $1.36M | 0.73% | −45−0.4% | Reduced |
| Barbara Oil Co. | 12,000 | $1.36M | 0.65% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11,865 | $1.34M | 0.07% | +5,544+87.7% | Added |
| Balentine LLC | 11,845 | $1.34M | 0.05% | −321−2.6% | Reduced |
| Duncker Streett & Co Inc | 11,834 | $1.34M | 0.32% | −240−2.0% | Reduced |
| Ifrah Financial Services, Inc. | 11,823 | $1.34M | 0.42% | −336−2.8% | Reduced |
| Poehling Capital Management, LLC | 11,822 | $1.34M | 0.45% | +1,438+13.8% | Added |
| Bray Capital Advisors | 11,668 | $1.32M | 0.39% | +1,234+11.8% | Added |
| Kovack Advisors, Inc. | 11,665 | $1.32M | 0.18% | −305−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 11,639 | $1.32M | 0.02% | +2,671+29.8% | Added |
| Tokio Marine Asset Management Co Ltd | 11,636 | $1.32M | 0.09% | +979+9.2% | Added |
| Palouse Capital Management, Inc. | 11,551 | $1.31M | 0.88% | −6,677−36.6% | Reduced |
| CAPROCK Group, Inc. | 11,514 | $1.30M | 0.10% | −2,693−19.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,488 | $1.30M | 0.42% | −589−4.9% | Reduced |
| Landscape Capital Management, L.L.C. | 11,379 | $1.29M | 0.18% | +11,379 | New |
| Callahan Advisors, LLC | 11,315 | $1.28M | 0.17% | +100+0.9% | Added |
| Signaturefd, LLC | 11,268 | $1.27M | 0.03% | +298+2.7% | Added |
| Okabena Investment Services Inc | 12,856 | $1.26M | 0.90% | −10,467−44.9% | Reduced |
| Pinnacle Associates Ltd | 11,150 | $1.26M | 0.03% | +530+5.0% | Added |
| Bamco Inc | 11,000 | $1.24M | 0.00% | +3,800+52.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.24M | 0.09% | −402−3.5% | Reduced |
| Smithfield Trust Co | 10,852 | $1.23M | 0.08% | +604+5.9% | Added |
| C2C Wealth Management, LLC | 10,695 | $1.22M | 0.20% | +10,695 | New |
| WCG Wealth Advisors LLC | 10,813 | $1.22M | 0.16% | +265+2.5% | Added |
| Column Capital Advisors, LLC | 10,800 | $1.22M | 0.18% | −192−1.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,851 | $1.22M | 0.32% | −33−0.3% | Reduced |
| Turtle Creek Asset Management Inc. | 10,700 | $1.21M | 0.04% | +8,000+296.3% | Added |
| Legato Capital Management LLC | 10,689 | $1.21M | 0.22% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,653 | $1.20M | 0.05% | −292−2.7% | Reduced |
| Econ Financial Services Corp | 10,652 | $1.20M | 0.91% | +10,652 | New |
| Midwest Professional Planners, LTD. | 10,621 | $1.20M | 0.59% | +529+5.2% | Added |
| Wealthspire Advisors, LLC | 10,596 | $1.20M | 0.02% | −1,486−12.3% | Reduced |
| First Interstate Bank | 10,589 | $1.20M | 0.09% | −121−1.1% | Reduced |
| AdvisorNet Financial, Inc | 10,553 | $1.19M | 0.11% | +35+0.3% | Added |
| Cetera Advisors LLC | 10,549 | $1.19M | 0.02% | +907+9.4% | Added |
| Montecito Bank & Trust | 10,444 | $1.18M | 0.28% | −516−4.7% | Reduced |
| Seelaus Asset Management LLC | 9,980 | $1.17M | 0.88% | −15−0.2% | Reduced |
| Dean Investment Associates, LLC | 10,329 | $1.17M | 0.19% | −1,890−15.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.16M | 0.66% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,239 | $1.16M | 0.19% | +1,815+21.5% | Added |
| Ferguson Wellman Capital Management, Inc | 10,186 | $1.15M | 0.03% | +321+3.3% | Added |
| Meeder Advisory Services, Inc. | 10,117 | $1.14M | 0.13% | +421+4.3% | Added |
| Banque Cantonale Vaudoise | 10,113 | $1.14M | 0.06% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 10,098 | $1.14M | 1.05% | −606−5.7% | Reduced |
| Alps Advisors Inc | 10,092 | $1.14M | 0.01% | −1,154−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,087 | $1.14M | 0.02% | +2,456+32.2% | Added |
| Clearstead Advisors, LLC | 10,075 | $1.14M | 0.08% | −103−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 10,065 | $1.14M | 0.11% | +861+9.4% | Added |
| Yarbrough Capital, LLC | 10,056 | $1.14M | 0.09% | +6,461+179.7% | Added |
| Inceptionr LLC | 10,027 | $1.13M | 0.36% | +10,027 | New |
| Colony Group LLC | 10,018 | $1.13M | 0.02% | −165−1.6% | Reduced |
| Van Leeuwen & Company, LLC | 9,992 | $1.13M | 0.76% | +9,992 | New |
| Pflug Koory, LLC | 9,965 | $1.13M | 0.61% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 9,909 | $1.12M | 0.21% | −350−3.4% | Reduced |
| Horizon Investments, LLC | 9,871 | $1.12M | 0.03% | −7,652−43.7% | Reduced |
| Fosun International Ltd | 9,863 | $1.11M | 0.10% | −69,050−87.5% | Reduced |
| Focus Financial Network, Inc. | 9,825 | $1.11M | 0.07% | −8−0.1% | Reduced |
| Brown Brothers Harriman & Co | 9,802 | $1.11M | 0.01% | −4,302−30.5% | Reduced |
| Lederer & Associates Investment Counsel | 9,621 | $1.09M | 0.84% | −31−0.3% | Reduced |
| Global Retirement Partners, LLC | 9,099 | $1.09M | 0.06% | +1,539+20.4% | Added |
| Brookstone Capital Management | 9,161 | $1.07M | 0.02% | +68+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.07M | 0.40% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 9,408 | $1.06M | 0.32% | −5,910−38.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,325 | $1.05M | 0.60% | +435+4.9% | Added |
| Sawtooth Solutions, LLC | 9,314 | $1.05M | 0.03% | +4,823+107.4% | Added |
| Coronation Fund Managers Ltd. | 9,310 | $1.05M | 0.03% | −958−9.3% | Reduced |
| Bleakley Financial Group, LLC | 9,307 | $1.05M | 0.04% | +281+3.1% | Added |
| Tectonic Advisors LLC | 9,301 | $1.05M | 0.14% | +1,072+13.0% | Added |
| Fortis Capital Management LLC | 9,286 | $1.05M | 0.43% | +1,438+18.3% | Added |
| VisionPoint Advisory Group, LLC | 8,887 | $1.05M | 0.46% | +5,344+150.8% | Added |
| Aurora Investment Counsel | 9,248 | $1.05M | 0.68% | +99+1.1% | Added |
| Addison Advisors LLC | 9,201 | $1.04M | 0.58% | −11−0.1% | Reduced |
| Ostrum Asset Management | 9,121 | $1.03M | 0.09% | +9,121 | New |
| Brown Capital Management LLC | 9,086 | $1.03M | 0.02% | −89−1.0% | Reduced |
| Gotham Asset Management, LLC | 9,056 | $1.02M | 0.02% | +6,595+268.0% | Added |
| Harbour Investments, Inc. | 8,952 | $1.01M | 0.06% | +317+3.7% | Added |
| Sompo Asset Management Co., Ltd. | 8,870 | $1.00M | 0.21% | +230+2.7% | Added |
| Veracity Capital LLC | 8,841 | $999.3K | 0.46% | +327+3.8% | Added |
| Boston Private Wealth LLC | 8,824 | $997.4K | 0.01% | −756−7.9% | Reduced |
| Kendall Capital Management | 8,820 | $997.0K | 0.48% | −170−1.9% | Reduced |
| Gould Capital, LLC | 8,796 | $994.2K | 0.77% | −1,560−15.1% | Reduced |
| Wayfinding Financial, LLC | 8,792 | $993.0K | 0.75% | +449+5.4% | Added |
| Darwin Advisors, LLC | 8,476 | $992.6K | 0.27% | +8,476 | New |
| Key Financial Inc | 8,737 | $987.5K | 0.36% | −169−1.9% | Reduced |
| Lebenthal Global Advisors, LLC | 8,722 | $985.8K | 0.30% | −319−3.5% | Reduced |