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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 39,622 | $5.00M | 0.15% | +11,148+39.2% | Added |
| Coronation Fund Managers Ltd. | 40,180 | $5.07M | 0.14% | +30,870+331.6% | Added |
| Eagle Rock Investment Company, LLC | 39,453 | $5.07M | 1.09% | −1,261−3.1% | Reduced |
| Carderock Capital Management Inc | 40,568 | $5.12M | 1.59% | +1,507+3.9% | Added |
| Close Asset Management Ltd | 40,729 | $5.14M | 0.24% | +3,708+10.0% | Added |
| Selway Asset Management | 40,720 | $5.14M | 2.26% | +1,821+4.7% | Added |
| National Bank of Canada | 40,392 | $5.18M | 0.01% | −49,657−55.1% | Reduced |
| TD Waterhouse Canada Inc. | 39,150 | $5.25M | 0.05% | +3,123+8.7% | Added |
| Buffington Mohr McNeal | 42,078 | $5.31M | 1.15% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 42,167 | $5.32M | 1.83% | +3,206+8.2% | Added |
| Compass Wealth Management LLC | 42,395 | $5.35M | 1.62% | +156+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 42,938 | $5.42M | 0.05% | −2,319−5.1% | Reduced |
| RMB Capital Management, LLC | 43,386 | $5.47M | 0.18% | +2,342+5.7% | Added |
| Hartford Investment Management Co | 43,533 | $5.49M | 0.21% | −10,198−19.0% | Reduced |
| Hohimer Wealth Management, LLC | 43,909 | $5.54M | 1.53% | −1,415−3.1% | Reduced |
| Cullinan Associates Inc | 44,317 | $5.59M | 0.31% | 00.0% | Unchanged |
| Soros Capital Management LLC | 44,383 | $5.60M | 4.34% | +269+0.6% | Added |
| Heritage Trust Co | 45,136 | $5.69M | 0.83% | +5,294+13.3% | Added |
| Baker Ellis Asset Management LLC | 45,662 | $5.76M | 0.98% | −240−0.5% | Reduced |
| HGK Asset Management Inc | 45,939 | $5.79M | 1.84% | −1,300−2.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,976 | $5.80M | 0.09% | −2,007−4.2% | Reduced |
| M. Kraus & Co | 46,215 | $5.83M | 1.96% | −152−0.3% | Reduced |
| John G Ullman & Associates Inc | 46,405 | $5.85M | 0.90% | −550−1.2% | Reduced |
| Karpas Strategies, LLC | 46,445 | $5.86M | 1.98% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 46,615 | $5.88M | 3.28% | +270+0.6% | Added |
| Meridian Management Co | 46,645 | $5.88M | 1.84% | −648−1.4% | Reduced |
| Maryland State Retirement & Pension System | 46,974 | $5.93M | 0.13% | +370+0.8% | Added |
| CMH Wealth Management LLC | 47,002 | $5.93M | 1.59% | +482+1.0% | Added |
| Andra AP-fonden | 47,195 | $5.95M | 0.15% | −32,000−40.4% | Reduced |
| First Western Trust Bank | 47,873 | $6.04M | 0.30% | −178−0.4% | Reduced |
| Cetera Advisor Networks LLC | 48,271 | $6.09M | 0.04% | +2,774+6.1% | Added |
| Jacobs & Co | 48,340 | $6.10M | 0.73% | −65−0.1% | Reduced |
| Verdence Capital Advisors LLC | 48,976 | $6.18M | 0.72% | +95+0.2% | Added |
| Oarsman Capital, Inc. | 49,030 | $6.19M | 2.71% | −2,087−4.1% | Reduced |
| Ayrshire Capital Management LLC | 48,119 | $6.19M | 3.92% | −629−1.3% | Reduced |
| Wilkins Investment Counsel Inc | 49,300 | $6.22M | 1.62% | −260−0.5% | Reduced |
| Delaney Dennis R | 49,346 | $6.22M | 3.79% | +13,992+39.6% | Added |
| Sendero Wealth Management, LLC | 49,607 | $6.26M | 1.37% | +4,324+9.5% | Added |
| Kentucky Retirement Systems | 49,633 | $6.26M | 0.21% | −577−1.1% | Reduced |
| Notis-McConarty Edward | 50,550 | $6.38M | 2.43% | +1,155+2.3% | Added |
| Elo Mutual Pension Insurance Co | 51,072 | $6.44M | 0.19% | +5,702+12.6% | Added |
| Redmond Asset Management, LLC | 51,147 | $6.45M | 2.10% | +61+0.1% | Added |
| Securian Asset Management, Inc | 51,291 | $6.47M | 0.17% | −2,144−4.0% | Reduced |
| HM Payson & Co | 51,356 | $6.48M | 0.15% | −353−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 51,626 | $6.51M | 0.49% | −1,178−2.2% | Reduced |
| Snowden Capital Advisors LLC | 51,668 | $6.52M | 0.23% | −2,221−4.1% | Reduced |
| Captrust Financial Advisors | 51,699 | $6.52M | 0.03% | +491+1.0% | Added |
| Eagle Asset Management Inc | 51,748 | $6.53M | 0.04% | +4,505+9.5% | Added |
| ProVise Management Group, LLC | 52,103 | $6.57M | 0.60% | +1,229+2.4% | Added |
| Cox Capital Mgt LLC | 52,130 | $6.58M | 4.85% | −1,836−3.4% | Reduced |
| Cyrus J. Lawrence, LLC | 52,471 | $6.62M | 1.90% | +948+1.8% | Added |
| Atria Investments LLC | 52,985 | $6.68M | 0.12% | +29+0.1% | Added |
| Hills Bank & Trust Co | 53,592 | $6.76M | 0.87% | −1,558−2.8% | Reduced |
| Liberty Capital Management, Inc. | 53,678 | $6.77M | 2.03% | +163+0.3% | Added |
| Tiff Advisory Services Inc | 54,089 | $6.82M | 1.63% | −36,619−40.4% | Reduced |
| BTC Capital Management, Inc. | 54,338 | $6.85M | 0.74% | −2,008−3.6% | Reduced |
| First National Bank of Omaha | 54,366 | $6.86M | 0.39% | −2,004−3.6% | Reduced |
| Builder Investment Group Inc | 54,536 | $6.88M | 2.69% | −824−1.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 113,423 | $6.91M | 1.47% | +54,739+93.3% | Added |
| Contravisory Investment Management, Inc. | 54,834 | $6.92M | 1.83% | +1,822+3.4% | Added |
| Brooktree Capital Management | 54,958 | $6.93M | 5.27% | −533−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 54,993 | $6.94M | 0.24% | +54,903+61,003.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 55,000 | $6.94M | 0.33% | −21,000−27.6% | Reduced |
| Smithbridge Asset Management Inc | 55,402 | $6.99M | 1.64% | −219−0.4% | Reduced |
| Cinctive Capital Management LP | 55,615 | $7.02M | 0.28% | +55,615 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,655 | $7.02M | 0.11% | +1,166+2.1% | Added |
| PFS Investments Inc. | 56,016 | $7.07M | 0.12% | −11,915−17.5% | Reduced |
| SG Americas Securities, LLC | 56,335 | $7.11M | 0.06% | −6,703−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 56,710 | $7.15M | 0.03% | +1,418+2.6% | Added |
| M&R Capital Management Inc | 56,945 | $7.18M | 1.88% | +191+0.3% | Added |
| FineMark National Bank & Trust | 57,866 | $7.30M | 0.30% | +620+1.1% | Added |
| Peapack Gladstone Financial Corp | 57,952 | $7.31M | 0.13% | +2,767+5.0% | Added |
| Great Valley Advisor Group, Inc. | 58,619 | $7.40M | 0.31% | +4,142+7.6% | Added |
| Palmer Knight Co | 59,032 | $7.45M | 4.47% | +1,544+2.7% | Added |
| Chesley Taft & Associates LLC | 59,215 | $7.47M | 0.46% | +195+0.3% | Added |
| Janney Montgomery Scott LLC | 59,658 | $7.53M | 0.03% | +911+1.6% | Added |
| Summit Global Investments | 59,745 | $7.54M | 0.50% | −2,009−3.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.57M | 0.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 60,367 | $7.62M | 0.14% | +2,600+4.5% | Added |
| Intech Investment Management LLC | 62,752 | $7.92M | 0.08% | −51,913−45.3% | Reduced |
| Cozad Asset Management Inc | 62,791 | $7.92M | 0.99% | −3,205−4.9% | Reduced |
| Marks Group Wealth Management, Inc | 62,791 | $7.92M | 0.94% | −1,299−2.0% | Reduced |
| Gulf International Bank (UK) Ltd | 62,904 | $7.93M | 0.20% | −16,675−21.0% | Reduced |
| Middleton & Co Inc | 63,632 | $8.03M | 1.06% | +1,422+2.3% | Added |
| Brinker Capital Investments, LLC | 63,893 | $8.06M | 0.09% | −1,648−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 63,893 | $8.06M | 0.09% | −1,648−2.5% | Reduced |
| Live Oak Private Wealth LLC | 64,478 | $8.13M | 1.62% | +76+0.1% | Added |
| Alpine Woods Capital Investors, LLC | 64,935 | $8.19M | 1.28% | −300−0.5% | Reduced |
| American National Bank | 65,004 | $8.20M | 1.38% | +20,993+47.7% | Added |
| Papp L Roy & Associates | 65,039 | $8.20M | 1.05% | +745+1.2% | Added |
| Hantz Financial Services, Inc. | 65,172 | $8.22M | 0.21% | −813−1.2% | Reduced |
| LSV Asset Management | 65,200 | $8.22M | 0.02% | +2,300+3.7% | Added |
| Invenomic Capital Management LP | 65,504 | $8.26M | 0.46% | −137,656−67.8% | Reduced |
| Jane Street Group, LLC | 65,597 | $8.28M | 0.01% | −24,562−27.2% | Reduced |
| Running Oak Capital LLC | 65,864 | $8.31M | 2.04% | +3,320+5.3% | Added |
| Westpac Banking Corp | 66,469 | $8.39M | 0.59% | −48,219−42.0% | Reduced |
| First Hawaiian Bank | 67,082 | $8.46M | 0.28% | −1,141−1.7% | Reduced |
| Pinnacle Financial Partners Inc | 67,104 | $8.47M | 0.21% | −839−1.2% | Reduced |
| Longbow Finance SA | 67,611 | $8.53M | 0.99% | −45−0.1% | Reduced |
| Woodstock Corp | 68,213 | $8.61M | 1.02% | +595+0.9% | Added |