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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 8,694 | $982.7K | 0.56% | +319+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,682 | $981.0K | 0.05% | −8,650−49.9% | Reduced |
| Green Harvest Asset Management LLC | 8,649 | $977.6K | 0.04% | −12−0.1% | Reduced |
| SMART Wealth LLC | 8,622 | $974.5K | 0.86% | −2,047−19.2% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $973.4K | 0.18% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,546 | $966.0K | 0.04% | −143−1.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $965.2K | 0.58% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,533 | $964.5K | 0.02% | +4,119+93.3% | Added |
| WT Wealth Management | 8,524 | $963.4K | 0.42% | +8,524 | New |
| Mitchell Capital Management Co | 8,522 | $963.2K | 0.24% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,512 | $962.1K | 0.24% | −8,895−51.1% | Reduced |
| Coldstream Capital Management Inc | 8,488 | $959.4K | 0.03% | +269+3.3% | Added |
| Jefferies Financial Group Inc. | 8,486 | $959.2K | 0.02% | −2,387−22.0% | Reduced |
| Cutler Group LP | 8,478 | $958.0K | 0.15% | +6,969+461.8% | Added |
| Granite Investment Partners, LLC | 8,440 | $954.0K | 0.04% | −100−1.2% | Reduced |
| Virtus ETF Advisers LLC | 8,408 | $950.4K | 0.52% | +8,408 | New |
| Secure Asset Management, LLC | 8,401 | $949.6K | 0.32% | −24−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,391 | $948.0K | 0.04% | +4,093+95.2% | Added |
| RDA Financial Network | 8,291 | $937.1K | 0.43% | +603+7.8% | Added |
| Axxcess Wealth Management, LLC | 8,291 | $937.1K | 0.07% | +2,713+48.6% | Added |
| Anchor Capital Advisors LLC | 8,249 | $932.3K | 0.02% | −93,884−91.9% | Reduced |
| First Nebraska Trust Co | 8,235 | $930.8K | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 8,166 | $923.0K | 0.04% | +33+0.4% | Added |
| PGGM Investments | 8,168 | $923.0K | 0.02% | +4,026+97.2% | Added |
| Regal Investment Advisors LLC | 8,162 | $922.5K | 0.08% | −1,578−16.2% | Reduced |
| Johnson Financial Group, Inc. | 8,161 | $922.4K | 0.07% | −30−0.4% | Reduced |
| Archford Capital Strategies, LLC | 8,170 | $917.8K | 0.19% | +288+3.7% | Added |
| Peoples Bank | 8,090 | $914.4K | 0.58% | −75−0.9% | Reduced |
| Two Sigma Securities, LLC | 7,990 | $903.1K | 0.07% | +5,890+280.5% | Added |
| Williams Jones Wealth Management, LLC. | 7,977 | $901.6K | 0.01% | −15−0.2% | Reduced |
| Washington Trust Co | 7,953 | $898.9K | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 7,900 | $892.9K | 0.01% | −800−9.2% | Reduced |
| MAI Capital Management | 7,892 | $892.0K | 0.01% | +1,772+29.0% | Added |
| Thoroughbred Financial Services, LLC | 7,846 | $886.0K | 0.13% | +1,900+32.0% | Added |
| Equitable Holdings, Inc. | 7,838 | $885.9K | 0.01% | +287+3.8% | Added |
| Headlands Technologies LLC | 7,827 | $884.7K | 0.59% | −17,292−68.8% | Reduced |
| Riverwater Partners LLC | 7,788 | $880.3K | 0.81% | −769−9.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,702 | $870.6K | 0.18% | +712+10.2% | Added |
| First National Advisers, LLC | 7,689 | $869.0K | 0.99% | +342+4.7% | Added |
| Spinnaker Trust | 7,682 | $868.3K | 0.07% | −34−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,677 | $867.7K | 0.04% | −994−11.5% | Reduced |
| HBK Sorce Advisory LLC | 7,650 | $864.7K | 0.04% | −6,574−46.2% | Reduced |
| Stevard, LLC | 7,600 | $859.0K | 0.81% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,573 | $856.0K | 0.22% | +1,052+16.1% | Added |
| Venturi Wealth Management, LLC | 7,572 | $855.9K | 0.07% | −406−5.1% | Reduced |
| Wahed Invest LLC | 7,552 | $853.6K | 0.37% | +53+0.7% | Added |
| Landaas & Co | 7,548 | $853.0K | 0.42% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,518 | $849.8K | 0.11% | +56+0.8% | Added |
| Financial Insights, Inc. | 7,501 | $847.8K | 0.35% | −356−4.5% | Reduced |
| Legacy Trust | 7,488 | $846.4K | 0.25% | +1,136+17.9% | Added |
| South Dakota Investment Council | 7,439 | $841.0K | 0.02% | −8,200−52.4% | Reduced |
| Graham Capital Management, L.P. | 7,439 | $840.8K | 0.03% | −11,668−61.1% | Reduced |
| Johnson Investment Counsel Inc | 7,428 | $839.6K | 0.01% | −471−6.0% | Reduced |
| Trust Asset Management LLC | 7,400 | $836.4K | 0.09% | +749+11.3% | Added |
| Abacus Planning Group, Inc. | 7,323 | $827.7K | 0.21% | −48−0.7% | Reduced |
| FDx Advisors, Inc. | 8,183 | $827.0K | 0.04% | 00.0% | Unchanged |
| Sciencast Management LP | 6,917 | $822.5K | 1.09% | +6,917 | New |
| Cigna Investments Inc | 7,262 | $820.0K | 0.16% | −128−1.7% | Reduced |
| City Holding Co | 7,228 | $816.9K | 0.15% | +355+5.2% | Added |
| Stratos Wealth Partners, LTD. | 7,221 | $816.2K | 0.02% | −239−3.2% | Reduced |
| Cadinha & Co LLC | 7,133 | $806.2K | 0.22% | −217,449−96.8% | Reduced |
| VeraBank, N.A. | 7,130 | $805.9K | 0.38% | −129−1.8% | Reduced |
| DoubleLine ETF Adviser LP | 7,111 | $803.8K | 0.34% | +3,128+78.5% | Added |
| Meritage Portfolio Management | 7,099 | $802.0K | 0.06% | 00.0% | Unchanged |
| Channel Wealth LLC | 7,004 | $791.7K | 0.51% | +7,004 | New |
| Dryden Capital, LLC | 7,000 | $791.2K | 1.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,995 | $790.7K | 0.15% | −7−0.1% | Reduced |
| Sand Hill Global Advisors, LLC | 6,986 | $789.6K | 0.04% | 00.0% | Unchanged |
| Retireful, LLC | 6,917 | $781.8K | 0.25% | +6,917 | New |
| Nicolet Bankshares Inc | 6,914 | $781.5K | 0.25% | −25−0.4% | Reduced |
| Clarius Group, LLC | 6,898 | $779.7K | 0.07% | +335+5.1% | Added |
| STF Management LP | 6,875 | $777.1K | 0.52% | +2,639+62.3% | Added |
| Sheets Smith Wealth Management | 6,836 | $772.7K | 0.12% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,830 | $772.0K | 0.06% | 00.0% | Unchanged |
| Wright Investors Service Inc | 6,818 | $770.6K | 0.22% | +39+0.6% | Added |
| Meridian Wealth Management, LLC | 6,797 | $768.3K | 0.07% | −69−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 6,795 | $768.0K | 0.07% | +58+0.9% | Added |
| Wesbanco Bank Inc | 6,790 | $767.0K | 0.03% | −318−4.5% | Reduced |
| E Fund Management Co., Ltd. | 6,778 | $766.0K | 0.06% | −5,611−45.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,764 | $764.5K | 0.01% | −278,610−97.6% | Reduced |
| Boston Common Asset Management, LLC | 6,745 | $762.0K | 0.02% | −119−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 6,729 | $760.6K | 0.02% | −24−0.4% | Reduced |
| Fox Run Management, L.L.C. | 6,709 | $758.3K | 0.25% | +6,709 | New |
| Certified Advisory Corp | 6,664 | $753.2K | 0.13% | +18+0.3% | Added |
| Townsend Asset Management Corp | 6,645 | $751.1K | 0.39% | −100−1.5% | Reduced |
| Y.D. More Investments Ltd | 6,536 | $738.8K | 0.18% | −1,934−22.8% | Reduced |
| First Washington CORP | 6,500 | $734.7K | 0.36% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,476 | $732.0K | 0.18% | −1,266−16.4% | Reduced |
| Central Bank & Trust Co | 6,468 | $731.1K | 0.13% | +45+0.7% | Added |
| David Loasby | 6,454 | $729.4K | 0.08% | +4,168+182.3% | Added |
| Machina Capital S.A.S. | 6,418 | $725.4K | 0.64% | +3,056+90.9% | Added |
| CoreFirst Bank & Trust | 6,400 | $723.4K | 0.53% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,387 | $721.9K | 0.24% | +232+3.8% | Added |
| Magnolia Capital Advisors LLC | 6,371 | $720.1K | 0.37% | −20−0.3% | Reduced |
| Wintrust Investments LLC | 6,349 | $718.0K | 0.09% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,300 | $712.1K | 0.02% | +3,212+104.0% | Added |
| Kowal Investment Group, LLC | 6,288 | $710.7K | 0.20% | −1,326−17.4% | Reduced |
| Kingsview Wealth Management, LLC | 6,261 | $707.7K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 6,237 | $705.0K | 0.13% | −1,224−16.4% | Reduced |
| Integrated Advisors Network LLC | 6,198 | $700.6K | 0.04% | −3,407−35.5% | Reduced |