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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 402 | $50.7K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 406 | $51.2K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 440 | $55.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 450 | $56.8K | 0.03% | +450 | New |
| Investors Research Corp | 454 | $57.3K | 0.01% | −144−24.1% | Reduced |
| WR Wealth Planners, LLC | 473 | $59.7K | 0.02% | +276+140.1% | Added |
| Zions Bancorporation, N.A. | 491 | $61.9K | 0.01% | −84−14.6% | Reduced |
| Arcadia Investment Management Corp | 495 | $62.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 535 | $67.5K | 0.00% | −3,590−87.0% | Reduced |
| Castleview Partners, LLC | 539 | $68.0K | 0.06% | +225+71.7% | Added |
| Piscataqua Savings Bank | 541 | $68.2K | 0.06% | −8−1.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 565 | $71.3K | 0.03% | −41−6.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 579 | $73.0K | 0.43% | +579 | New |
| MV Capital Management, Inc. | 586 | $73.9K | 0.01% | −45−7.1% | Reduced |
| Hoese & Co LLP | 588 | $74.2K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 591 | $74.6K | 0.04% | +10+1.7% | Added |
| Fred Alger Management, LLC | 595 | $75.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 606 | $76.4K | 0.03% | −9−1.5% | Reduced |
| Global Trust Asset Management, LLC | 606 | $76.4K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 635 | $80.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $80.1K | 0.00% | +8+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 682 | $86.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 697 | $87.9K | 0.05% | +697 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $88.3K | 0.08% | −950−57.6% | Reduced |
| Bank of New Hampshire | 710 | $89.6K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 720 | $90.8K | 0.09% | +720 | New |
| Covestor Ltd | 718 | $91.0K | 0.07% | −110−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 730 | $91.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $100.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 806 | $102.0K | 0.04% | +766+1,915.0% | Added |
| ICA Group Wealth Management, LLC | 818 | $103.2K | 0.03% | −454−35.7% | Reduced |
| Rowland & Co Investment Counsel | 834 | $105.2K | 0.02% | +834 | New |
| Systematic Alpha Investments, LLC | 844 | $106.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 847 | $106.8K | 0.02% | −1,355−61.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $110.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 890 | $112.3K | 0.01% | +357+67.0% | Added |
| Mendota Financial Group, LLC | 919 | $115.9K | 0.13% | −20−2.1% | Reduced |
| WFA Asset Management Corp | 959 | $121.0K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $123.6K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,111 | $125.0K | 0.00% | −994−47.2% | Reduced |
| First PREMIER Bank | 1,000 | $126.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $126.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $126.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $140.5K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,155 | $145.7K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,181 | $146.5K | 0.04% | +1,181 | New |
| Crewe Advisors LLC | 1,181 | $149.0K | 0.02% | −76−6.0% | Reduced |
| Independence Bank of Kentucky | 1,205 | $152.0K | 0.06% | −3,195−72.6% | Reduced |
| Baystate Wealth Management LLC | 1,219 | $153.8K | 0.01% | +40+3.4% | Added |
| Quent Capital, LLC | 1,232 | $155.4K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,248 | $157.4K | 0.01% | −77−5.8% | Reduced |
| Private Ocean, LLC | 1,305 | $164.6K | 0.02% | +762+140.3% | Added |
| Sugarloaf Wealth Management, LLC | 1,325 | $167.1K | 0.04% | +410+44.8% | Added |
| Private Trust Co NA | 1,359 | $171.4K | 0.02% | −41−2.9% | Reduced |
| City State Bank | 1,495 | $189.0K | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,503 | $189.6K | 0.01% | −89−5.6% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $194.3K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,545 | $194.9K | 0.01% | +14+0.9% | Added |
| Sutton Wealth Advisors Inc. | 1,547 | $195.2K | 0.09% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,548 | $195.3K | 0.06% | −113−6.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,570 | $198.1K | 0.02% | −233−12.9% | Reduced |
| Alta Advisers Ltd | 1,600 | $201.8K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $201.8K | 0.09% | +1,600 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,600 | $201.8K | 0.11% | +1,600 | New |
| WoodTrust Financial Corp | 1,602 | $202.0K | 0.04% | +1,602 | New |
| Vision Capital Management, Inc. | 1,602 | $202.1K | 0.03% | +1,602 | New |
| Stonegate Investment Group, LLC | 1,605 | $202.5K | 0.01% | +1,605 | New |
| O'Dell Group, LLC | 1,608 | $202.8K | 0.06% | +1,608 | New |
| L2 Asset Management, LLC | 1,612 | $203.4K | 0.10% | +1,612 | New |
| 25 LLC | 1,600 | $205.9K | 0.11% | −4−0.2% | Reduced |
| Phillips Wealth Planners LLC | 1,634 | $206.1K | 0.27% | −280−14.6% | Reduced |
| KCM Investment Advisors LLC | 1,638 | $206.6K | 0.01% | +1,638 | New |
| Palogic Value Management, L.P. | 1,638 | $206.6K | 0.10% | +1,638 | New |
| Essex Financial Services, Inc. | 1,660 | $209.4K | 0.02% | −1,168−41.3% | Reduced |
| Avestar Capital, LLC | 1,670 | $210.7K | 0.04% | +1,670 | New |
| Everhart Financial Group, Inc. | 1,674 | $211.2K | 0.09% | +1,674 | New |
| Oxbow Advisors, LLC | 1,676 | $211.4K | 0.03% | +1,676 | New |
| Hartline Investment Corp | 1,686 | $212.7K | 0.04% | +1,686 | New |
| Gyroscope Capital Management Group, LLC | 1,700 | $214.5K | 0.05% | −12,448−88.0% | Reduced |
| Union Savings Bank | 1,700 | $214.6K | 0.13% | +1,700 | New |
| Callan Family Office, LLC | 1,702 | $214.7K | 0.06% | −11,936−87.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,704 | $215.0K | 0.01% | +1,704 | New |
| Schnieders Capital Management LLC | 1,722 | $217.2K | 0.05% | +1,722 | New |
| IVC Wealth Advisors LLC | 1,722 | $217.2K | 0.14% | +1,722 | New |
| GraniteShares Advisors LLC | 1,734 | $218.7K | 0.20% | +1,734 | New |
| Harvest Fund Management Co., Ltd | 1,738 | $219.0K | 0.04% | −795−31.4% | Reduced |
| Perigon Wealth Management, LLC | 1,738 | $219.2K | 0.01% | +1,738 | New |
| Pinnacle Bancorp, Inc. | 1,743 | $219.9K | 0.08% | −250−12.5% | Reduced |
| Front Barnett Associates LLC | 1,740 | $220.0K | 0.02% | −200−10.3% | Reduced |
| Norris Perne & French LLP | 1,746 | $220.3K | 0.02% | +1,746 | New |
| IHT Wealth Management, LLC | 1,747 | $220.4K | 0.01% | +1,747 | New |
| American Money Management, LLC | 1,750 | $220.8K | 0.06% | +1,750 | New |
| Connecticut Wealth Management, LLC | 1,753 | $221.1K | 0.02% | +1,753 | New |
| Ci Investments Inc. | 1,760 | $222.0K | 0.00% | −84,622−98.0% | Reduced |
| Monterey Private Wealth, Inc. | 1,763 | $222.4K | 0.11% | +1,763 | New |
| Richwood Investment Advisors, LLC | 1,770 | $223.3K | 0.22% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,772 | $223.5K | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,791 | $223.7K | 0.04% | +77+4.5% | Added |