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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 26,250 | $3.31M | 1.48% | −425−1.6% | Reduced |
| Capital City Trust Co | 26,326 | $3.32M | 1.03% | +17+0.1% | Added |
| Diversified Trust Co | 26,532 | $3.35M | 0.12% | −5,646−17.5% | Reduced |
| Baldwin Investment Management, LLC | 26,660 | $3.36M | 0.55% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26,756 | $3.38M | 5.18% | −909−3.3% | Reduced |
| Metropolitan Life Insurance Co | 26,902 | $3.39M | 0.17% | −1,501−5.3% | Reduced |
| South State Corp. | 26,930 | $3.40M | 0.30% | −913−3.3% | Reduced |
| BancorpSouth Bank | 26,943 | $3.40M | 0.30% | −679−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,316 | $3.45M | 0.13% | −3,063−10.1% | Reduced |
| Triad Investment Management | 27,459 | $3.46M | 4.82% | −1,003−3.5% | Reduced |
| Dempze Nancy E | 27,536 | $3.47M | 2.98% | +302+1.1% | Added |
| Peddock Capital Advisors, LLC | 27,663 | $3.49M | 1.15% | +134+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,813 | $3.51M | 0.37% | +27,813 | New |
| Resources Investment Advisors, LLC. | 28,375 | $3.58M | 0.08% | +7,460+35.7% | Added |
| Crescent Grove Advisors, LLC | 28,554 | $3.60M | 0.39% | −53−0.2% | Reduced |
| EagleClaw Capital Managment, LLC | 28,635 | $3.61M | 0.83% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 28,800 | $3.63M | 0.17% | −37,200−56.4% | Reduced |
| Page Arthur B | 28,829 | $3.64M | 3.46% | −1,142−3.8% | Reduced |
| Clayton Partners LLC | 28,840 | $3.64M | 3.14% | +60.0% | Added |
| Fiduciary Trust Co | 28,867 | $3.64M | 0.06% | −929−3.1% | Reduced |
| Advisor Partners II, LLC | 29,010 | $3.66M | 0.17% | +2,557+9.7% | Added |
| Howe & Rusling Inc | 29,122 | $3.67M | 0.41% | −511−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,294 | $3.70M | 0.05% | +2,652+10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,316 | $3.70M | 0.24% | +844+3.0% | Added |
| Stephens Inc | 29,789 | $3.76M | 0.07% | +113+0.4% | Added |
| Meeder Asset Management Inc | 29,791 | $3.76M | 0.27% | +29,791 | New |
| Horan Capital Advisors, LLC. | 29,867 | $3.77M | 1.47% | +104+0.3% | Added |
| Wealthfront Advisers LLC | 29,941 | $3.78M | 0.02% | −1,850−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 30,290 | $3.82M | 0.08% | −7,092−19.0% | Reduced |
| Teza Capital Management LLC | 30,534 | $3.85M | 0.63% | +30,534 | New |
| Private Advisor Group, LLC | 30,679 | $3.87M | 0.03% | +12,938+72.9% | Added |
| New Mexico Educational Retirement Board | 30,816 | $3.89M | 0.17% | +1,400+4.8% | Added |
| Schonfeld Strategic Advisors LLC | 30,897 | $3.90M | 0.03% | +24,133+356.8% | Added |
| Keel Point, LLC | 30,986 | $3.91M | 0.52% | −6,627−17.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 31,036 | $3.92M | 0.44% | −49−0.2% | Reduced |
| Ami Investment Management Inc | 31,052 | $3.92M | 1.74% | −169−0.5% | Reduced |
| Gabelli Funds LLC | 31,100 | $3.92M | 0.03% | −920−2.9% | Reduced |
| Maytus Capital Management, LLC | 31,500 | $3.97M | 1.96% | +31,500 | New |
| Madison Wealth Management | 31,505 | $3.97M | 0.80% | +113+0.4% | Added |
| Graypoint LLC | 31,534 | $3.98M | 0.40% | −6,805−17.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.98M | 0.87% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 31,590 | $3.99M | 1.21% | −302−0.9% | Reduced |
| Pearl River Capital, LLC | 32,080 | $4.05M | 0.65% | +32,080 | New |
| Nicollet Investment Management, Inc. | 32,181 | $4.06M | 1.81% | +783+2.5% | Added |
| Fulton Bank, N.A. | 32,256 | $4.07M | 0.20% | −10,401−24.4% | Reduced |
| GDS Wealth Management | 32,258 | $4.07M | 0.66% | +2,777+9.4% | Added |
| Norinchukin Bank, The | 32,266 | $4.07M | 0.07% | −8,372−20.6% | Reduced |
| Anchor Investment Management, LLC | 32,270 | $4.07M | 0.52% | −670−2.0% | Reduced |
| Thomas Story & Son LLC | 32,400 | $4.09M | 1.87% | +75+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 32,474 | $4.10M | 0.30% | −12,853−28.4% | Reduced |
| Nilsine Partners, LLC | 32,514 | $4.10M | 0.60% | +35+0.1% | Added |
| Bull Street Advisors, LLC | 32,595 | $4.11M | 2.11% | −60−0.2% | Reduced |
| Los Angeles Capital Management LLC | 32,606 | $4.11M | 0.02% | −3,230−9.0% | Reduced |
| Prudential PLC | 32,616 | $4.11M | 0.05% | +2,498+8.3% | Added |
| Dillon & Associates Inc | 32,776 | $4.13M | 0.76% | +5,574+20.5% | Added |
| BDO Wealth Advisors, LLC | 32,791 | $4.14M | 0.47% | −225−0.7% | Reduced |
| EULAV Asset Management | 32,800 | $4.14M | 0.15% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 32,817 | $4.14M | 0.15% | −100−0.3% | Reduced |
| Value Holdings Management Co. LLC | 33,000 | $4.16M | 0.93% | +1,000+3.1% | Added |
| CenterBook Partners LP | 33,318 | $4.20M | 0.53% | +13,772+70.5% | Added |
| Glenview Trust Co | 33,401 | $4.21M | 0.11% | +173+0.5% | Added |
| Argent Trust Co | 33,764 | $4.26M | 0.23% | +263+0.8% | Added |
| TownSquare Capital, LLC | 34,195 | $4.31M | 0.08% | +4,790+16.3% | Added |
| NorthCrest Asset Manangement, LLC | 34,310 | $4.33M | 0.17% | −489−1.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 34,848 | $4.40M | 0.39% | +71+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $4.40M | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 34,934 | $4.41M | 0.14% | −4,082−10.5% | Reduced |
| Gilman Hill Asset Management, LLC | 35,061 | $4.42M | 0.82% | +740+2.2% | Added |
| Patton Albertson Miller Group, LLC | 35,100 | $4.43M | 0.86% | −27−0.1% | Reduced |
| Linker Capital Management Inc. | 35,140 | $4.43M | 4.68% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 35,355 | $4.46M | 1.32% | −585−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 35,625 | $4.49M | 0.09% | +3,011+9.2% | Added |
| Freemont Management S.A. | 35,800 | $4.52M | 0.57% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 36,410 | $4.59M | 0.57% | 00.0% | Unchanged |
| GWM Advisors LLC | 36,478 | $4.60M | 0.05% | +13,458+58.5% | Added |
| Lido Advisors, LLC | 36,561 | $4.61M | 0.05% | +13,439+58.1% | Added |
| Reynders McVeigh Capital Management, LLC | 37,158 | $4.69M | 0.31% | +390+1.1% | Added |
| DF Dent & Co Inc | 37,205 | $4.69M | 0.06% | −1,305−3.4% | Reduced |
| Deltec Asset Management LLC | 37,424 | $4.72M | 1.03% | +37,424 | New |
| Eley Financial Management, Inc | 37,542 | $4.74M | 2.31% | +147+0.4% | Added |
| Ironwood Investment Counsel, LLC | 37,615 | $4.75M | 1.07% | +1,477+4.1% | Added |
| Graybill Bartz & Assoc Ltd | 37,922 | $4.78M | 2.27% | −127−0.3% | Reduced |
| Cetera Investment Advisers | 37,928 | $4.78M | 0.04% | +2,151+6.0% | Added |
| Cubist Systematic Strategies, LLC | 37,981 | $4.79M | 0.05% | +17,412+84.7% | Added |
| Jones Financial Companies LLLP | 38,047 | $4.80M | 0.01% | +22,605+146.4% | Added |
| Geneos Wealth Management Inc. | 38,077 | $4.80M | 0.25% | +4,147+12.2% | Added |
| Guggenheim Capital LLC | 38,168 | $4.81M | 0.04% | −106,837−73.7% | Reduced |
| Louisiana State Employees Retirement System | 38,200 | $4.82M | 0.11% | −34,400−47.4% | Reduced |
| Buckhead Capital Management LLC | 38,343 | $4.84M | 1.15% | −5,345−12.2% | Reduced |
| Baxter Bros Inc | 38,412 | $4.85M | 0.72% | +1,198+3.2% | Added |
| Stone Run Capital, LLC | 38,547 | $4.86M | 2.16% | −100−0.3% | Reduced |
| Tandem Investment Advisors, Inc. | 38,644 | $4.88M | 0.21% | +723+1.9% | Added |
| Fiera Capital Corp | 38,768 | $4.89M | 0.01% | −2,215−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 39,247 | $4.91M | 0.11% | +191+0.5% | Added |
| Verition Fund Management LLC | 38,917 | $4.91M | 0.08% | +30,384+356.1% | Added |
| Ellsworth Advisors, LLC | 39,015 | $4.92M | 1.70% | −1,236−3.1% | Reduced |
| Pacer Advisors, Inc. | 39,048 | $4.93M | 0.02% | −36,037−48.0% | Reduced |
| La Banque Postale Asset Management SA | 39,049 | $4.93M | 0.12% | +10,772+38.1% | Added |
| Cloverfields Capital Group, LP | 39,220 | $4.95M | 1.60% | +2,194+5.9% | Added |
| SFE Investment Counsel | 39,480 | $4.98M | 1.41% | −10,111−20.4% | Reduced |