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, Q2 2023
Institutional positions in Fiserv Inc as of Jun 30, 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
- 1,476
- +50 vs. Q1 2023
- Shares held
- 554.3M
- −8.47M (−1.5%) vs. Q1 2023
- Total value
- $69.9B
- +$6.56B (+10.4%) vs. Q1 2023
- New holders
- 139
- 510 more added
- Sold out
- 89
- 596 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 173 | $12 | 0.00% | +173 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $126 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $378 | 0.00% | −59−95.2% | Reduced |
| Tfo-TDC, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $757 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.26K | 0.00% | −24−70.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 17 | $2.17K | 0.00% | +17 | New |
| Retirement Group, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 126 | $2.86K | 0.01% | +13+11.5% | Added |
| Avion Wealth | 37 | $3.00K | 0.00% | +37 | New |
| Wolff Wiese Magana LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $3.28K | 0.00% | +3+13.0% | Added |
| Trifecta Capital Advisors, LLC | 28 | $3.53K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $3.66K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.79K | 0.00% | −20−40.0% | Reduced |
| Tompkins Financial Corp | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $4.04K | 0.00% | −2−5.9% | Reduced |
| Missouri Trust & Investment Co | 34 | $4.29K | 0.00% | +34 | New |
| SOA Wealth Advisors, LLC. | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $5.30K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 48 | $5.99K | 0.00% | +48 | New |
| Tortoise Investment Management, LLC | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $7.19K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 58 | $7.32K | 0.00% | −27−31.8% | Reduced |
| HighMark Wealth Management LLC | 68 | $7.57K | 0.01% | +8+13.3% | Added |
| Raffa Wealth Management, LLC | 63 | $7.95K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 64 | $8.07K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $8.45K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $9.34K | 0.01% | +74 | New |
| Fiduciary Alliance LLC | 75 | $9.46K | 0.00% | +75 | New |
| Ridgewood Investments LLC | 78 | $9.81K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 86 | $10.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $11.4K | 0.00% | −4−4.3% | Reduced |
| PFS Partners, LLC | 90 | $11.4K | 0.01% | +90 | New |
| Archer Investment Corp | 93 | $11.7K | 0.00% | +93 | New |
| Silicon Valley Capital Partners | 100 | $12.6K | 0.00% | −78−43.8% | Reduced |
| Godsey & Gibb Associates | 100 | $12.6K | 0.00% | +100 | New |
| Buck Wealth Strategies, LLC | 105 | $13.2K | 0.01% | +105 | New |
| Moisand Fitzgerald Tamayo, LLC | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $15.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 130 | $16.4K | 0.01% | +48+58.5% | Added |
| Hollencrest Capital Management | 132 | $16.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $16.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 163 | $17.0K | 0.00% | +34+26.4% | Added |
| New Millennium Group LLC | 137 | $17.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 151 | $19.0K | 0.00% | −85−36.0% | Reduced |
| Boyd Watterson Asset Management LLC | 160 | $20.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 169 | $21.3K | 0.00% | +6+3.7% | Added |
| Beacon Capital Management, LLC | 171 | $21.6K | 0.01% | +44+34.6% | Added |
| GW&K Investment Management, LLC | 178 | $22.0K | 0.00% | +176+8,800.0% | Added |
| Cullen/Frost Bankers, Inc. | 179 | $22.6K | 0.00% | −506−73.9% | Reduced |
| JFS Wealth Advisors, LLC | 188 | $23.7K | 0.00% | −4−2.1% | Reduced |
| GeoWealth Management, LLC | 186 | $24.0K | 0.00% | +5+2.8% | Added |
| RE Dickinson Investment Advisors, LLC | 204 | $25.0K | 0.01% | −32−13.6% | Reduced |
| RFP Financial Group LLC | 199 | $25.1K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 208 | $26.2K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 212 | $26.7K | 0.02% | +212 | New |
| Hoey Investments, Inc | 218 | $27.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 222 | $28.0K | 0.02% | +30+15.6% | Added |
| Glass Jacobson Investment Advisors llc | 236 | $29.8K | 0.01% | +236 | New |
| Canton Hathaway, LLC | 240 | $30.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 240 | $30.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 246 | $31.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $31.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 252 | $31.8K | 0.01% | +2+0.8% | Added |
| Prestige Wealth Management Group LLC | 253 | $31.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 262 | $33.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 271 | $34.2K | 0.01% | −5−1.8% | Reduced |
| McIlrath & Eck, LLC | 272 | $34.3K | 0.01% | −147−35.1% | Reduced |
| Annapolis Financial Services, LLC | 286 | $36.1K | 0.01% | +286 | New |
| Versant Capital Management, Inc | 304 | $38.4K | 0.01% | +24+8.6% | Added |
| IAG Wealth Partners, LLC | 305 | $38.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 312 | $39.4K | 0.01% | −3,416−91.6% | Reduced |
| Farther Finance Advisors, LLC | 328 | $41.4K | 0.01% | +36+12.3% | Added |
| Loomis Sayles & Co L P | 333 | $42.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 333 | $42.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 339 | $42.8K | 0.01% | −165−32.7% | Reduced |
| Westside Investment Management, Inc. | 351 | $44.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 384 | $44.9K | 0.03% | +333+652.9% | Added |
| Tradition Wealth Management, LLC | 361 | $46.0K | 0.01% | +5+1.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $48.6K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $49.8K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $50.5K | 0.04% | 00.0% | Unchanged |