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 |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 68,421 | $8.63M | 1.40% | −18,335−21.1% | Reduced |
| 1832 Asset Management L.P. | 68,483 | $8.64M | 0.02% | +5,771+9.2% | Added |
| Nissay Asset Management Corp | 69,182 | $8.73M | 0.08% | +402+0.6% | Added |
| Legal Advantage Investments, Inc. | 69,527 | $8.77M | 5.85% | −2,000−2.8% | Reduced |
| Daiwa Securities Group Inc. | 70,501 | $8.89M | 0.06% | −23,531−25.0% | Reduced |
| Webster Bank, N. A. | 70,625 | $8.91M | 1.15% | +184+0.3% | Added |
| Citadel Advisors LLC | 70,766 | $8.93M | 0.01% | −29,449−29.4% | Reduced |
| Headinvest, LLC | 71,142 | $8.93M | 1.93% | −1,545−2.1% | Reduced |
| Marvin & Palmer Associates Inc | 70,850 | $8.94M | 4.03% | +70,850 | New |
| Spire Wealth Management | 70,998 | $8.96M | 0.33% | +538+0.8% | Added |
| Bahl & Gaynor Inc | 71,384 | $9.01M | 0.05% | −9,833−12.1% | Reduced |
| Cheviot Value Management, LLC | 72,429 | $9.14M | 1.99% | +140+0.2% | Added |
| Bragg Financial Advisors, Inc | 72,482 | $9.14M | 0.50% | +397+0.6% | Added |
| Ethic Inc. | 72,632 | $9.16M | 0.34% | −3,696−4.8% | Reduced |
| Addenda Capital Inc. | 72,697 | $9.17M | 0.38% | −19,915−21.5% | Reduced |
| Bellecapital International Ltd. | 72,716 | $9.17M | 2.22% | +359+0.5% | Added |
| Graham Capital Management, L.P. | 72,973 | $9.21M | 0.32% | +65,534+881.0% | Added |
| Czech National Bank | 73,078 | $9.22M | 0.21% | −1,731−2.3% | Reduced |
| Bailard, Inc. | 74,636 | $9.42M | 0.33% | +1,003+1.4% | Added |
| Prio Wealth Limited Partnership | 74,838 | $9.44M | 0.34% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 75,337 | $9.50M | 3.28% | −9,663−11.4% | Reduced |
| Schroder Investment Management Group | 76,040 | $9.59M | 0.01% | +14,265+23.1% | Added |
| CIBC World Markets Inc. | 77,271 | $9.75M | 0.03% | +11,885+18.2% | Added |
| Perennial Advisors, LLC | 77,290 | $9.75M | 2.49% | +466+0.6% | Added |
| Harber Asset Management LLC | 77,399 | $9.76M | 2.59% | +5,474+7.6% | Added |
| Aptus Capital Advisors, LLC | 77,999 | $9.84M | 0.29% | −3,043−3.8% | Reduced |
| Romano Brothers and Company | 78,837 | $9.95M | 1.48% | −287−0.4% | Reduced |
| Puzo Michael J | 80,074 | $10.1M | 3.20% | −155−0.2% | Reduced |
| Bank of Nova Scotia | 80,275 | $10.1M | 0.03% | −94,275−54.0% | Reduced |
| Redwood Grove Capital, LLC | 80,498 | $10.2M | 4.30% | −15,600−16.2% | Reduced |
| Shelton Capital Management | 81,273 | $10.3M | 0.37% | −40,791−33.4% | Reduced |
| Bell Asset Management Ltd | 81,385 | $10.3M | 1.76% | −300−0.4% | Reduced |
| Legacy Private Trust Co. | 81,392 | $10.3M | 0.85% | −4,011−4.7% | Reduced |
| Synovus Financial Corp | 81,852 | $10.3M | 0.11% | −4,429−5.1% | Reduced |
| Matrix Asset Advisors Inc | 82,203 | $10.4M | 1.43% | −1,616−1.9% | Reduced |
| Hunter Associates Investment Management LLC | 82,691 | $10.4M | 2.04% | +4,225+5.4% | Added |
| Broderick Brian C | 85,825 | $10.8M | 2.86% | −380−0.4% | Reduced |
| Engle Capital Management, L.P. | 86,000 | $10.8M | 3.36% | +86,000 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 86,190 | $10.9M | 2.22% | +1,756+2.1% | Added |
| State of Alaska, Department of Revenue | 86,248 | $10.9M | 0.13% | −10,993−11.3% | Reduced |
| Farmers & Merchants Investments Inc | 86,549 | $10.9M | 0.41% | −6,043−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 110,384 | $11.0M | 0.04% | +9,074+9.0% | Added |
| Allianz Asset Management GmbH | 88,082 | $11.1M | 0.02% | −232,235−72.5% | Reduced |
| Yousif Capital Management, LLC | 88,085 | $11.1M | 0.14% | −183−0.2% | Reduced |
| Logan Capital Management Inc | 88,783 | $11.2M | 0.54% | −8,457−8.7% | Reduced |
| Kidder Stephen W | 89,164 | $11.2M | 3.68% | +226+0.3% | Added |
| GAM Holding AG | 89,262 | $11.3M | 0.78% | −105−0.1% | Reduced |
| Xponance, Inc. | 89,490 | $11.3M | 0.15% | +11,566+14.8% | Added |
| Vestor Capital, LLC | 89,613 | $11.3M | 1.19% | +1,808+2.1% | Added |
| APG Asset Management N.V. | 97,800 | $11.3M | 0.02% | −518,122−84.1% | Reduced |
| Baldwin Brothers Inc | 89,997 | $11.4M | 0.93% | −3,664−3.9% | Reduced |
| Balyasny Asset Management LLC | 90,367 | $11.4M | 0.03% | −530,288−85.4% | Reduced |
| Pinebridge Investments, L.P. | 91,012 | $11.5M | 0.12% | +11,959+15.1% | Added |
| Robertson Opportunity Capital, LLC | 91,083 | $11.5M | 5.55% | 00.0% | Unchanged |
| MML Investors Services, LLC | 91,343 | $11.5M | 0.06% | +20,809+29.5% | Added |
| Steward Partners Investment Advisory, LLC | 92,904 | $11.7M | 0.18% | +7,847+9.2% | Added |
| Lee Danner & Bass Inc | 93,161 | $11.8M | 1.01% | −972−1.0% | Reduced |
| Mutual of America Capital Management LLC | 93,452 | $11.8M | 0.13% | +2,661+2.9% | Added |
| First National Trust Co | 93,583 | $11.8M | 0.55% | +1,621+1.8% | Added |
| Agf Management Ltd | 96,021 | $12.1M | 0.09% | −30,699−24.2% | Reduced |
| Oppenheimer Asset Management Inc. | 97,456 | $12.3M | 0.18% | −746−0.8% | Reduced |
| Public Sector Pension Investment Board | 97,705 | $12.3M | 0.09% | −9,156−8.6% | Reduced |
| Busey Wealth Management | 97,743 | $12.3M | 0.50% | −5,010−4.9% | Reduced |
| Zacks Investment Management | 99,698 | $12.6M | 0.16% | −39,733−28.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 105,277 | $12.6M | 3.25% | −3,810−3.5% | Reduced |
| USS Investment Management Ltd | 100,124 | $12.6M | 0.15% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 100,274 | $12.6M | 2.50% | −1,040−1.0% | Reduced |
| CCM Investment Advisers LLC | 102,274 | $12.9M | 1.73% | −1,662−1.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 103,204 | $13.0M | 3.41% | +16,864+19.5% | Added |
| ClariVest Asset Management LLC | 104,166 | $13.1M | 0.66% | −19,200−15.6% | Reduced |
| Covington Investment Advisors Inc. | 104,607 | $13.2M | 2.64% | +510+0.5% | Added |
| Punch & Associates Investment Management, Inc. | 105,487 | $13.3M | 0.81% | −1,177−1.1% | Reduced |
| Utah Retirement Systems | 105,560 | $13.3M | 0.18% | +700+0.7% | Added |
| McRae Capital Management Inc | 105,808 | $13.3M | 3.79% | +175+0.2% | Added |
| Vident Investment Advisory, LLC | 106,087 | $13.4M | 0.46% | +520+0.5% | Added |
| Commonwealth Equity Services, LLC | 106,447 | $13.4M | 0.03% | −3,761−3.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 107,215 | $13.5M | 0.45% | −2,767−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,661 | $13.6M | 0.11% | +80.0% | Added |
| Todd Asset Management LLC | 109,460 | $13.8M | 0.32% | +109,460 | New |
| Palisade Capital Management LLC | 110,783 | $14.0M | 0.37% | +15,394+16.1% | Added |
| DnB Asset Management AS | 115,087 | $14.5M | 0.08% | +6,761+6.2% | Added |
| Man Group plc | 115,948 | $14.6M | 0.05% | – | – |
| Montag A & Associates Inc | 116,258 | $14.7M | 0.90% | −24,996−17.7% | Reduced |
| Brant Point Investment Management LLC | 116,843 | $14.7M | 3.37% | −396−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 117,401 | $14.8M | 0.18% | −79,268−40.3% | Reduced |
| Core Alternative Capital | 117,531 | $14.8M | 2.17% | −35,088−23.0% | Reduced |
| Alpha Cubed Investments, LLC | 118,028 | $14.9M | 1.00% | +10,883+10.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 119,767 | $15.1M | 0.10% | +7,527+6.7% | Added |
| New York Life Investment Management LLC | 120,266 | $15.2M | 0.16% | −2,889−2.3% | Reduced |
| RSM US Wealth Management LLC | 120,641 | $15.2M | 0.52% | −2,117−1.7% | Reduced |
| Creative Planning | 121,109 | $15.3M | 0.02% | +4,165+3.6% | Added |
| Stanley Capital Management, LLC | 121,559 | $15.3M | 4.15% | 00.0% | Unchanged |
| Suncoast Equity Management | 122,180 | $15.4M | 2.31% | +122,180 | New |
| IFM Investors Pty Ltd | 123,212 | $15.5M | 0.20% | +3,364+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 124,723 | $15.7M | 1.30% | −375−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 124,983 | $15.8M | 0.19% | −24,200−16.2% | Reduced |
| CIBC World Markets Corp | 125,894 | $15.9M | 0.13% | +34,938+38.4% | Added |
| M&G Investment Management Ltd | 126,606 | $16.0M | 0.10% | −40,631−24.3% | Reduced |
| CIBC Asset Management Inc | 128,296 | $16.2M | 0.06% | −69,280−35.1% | Reduced |
| Calamos Advisors LLC | 128,466 | $16.2M | 0.08% | 00.0% | Unchanged |