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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,774 | $223.8K | 0.05% | +151+9.3% | Added |
| Trust Co of Vermont | 1,775 | $223.9K | 0.01% | +263+17.4% | Added |
| Angeles Wealth Management, LLC | 1,783 | $224.9K | 0.03% | +1,783 | New |
| Davy Global Fund Management Ltd | 1,788 | $225.6K | 0.04% | −8−0.4% | Reduced |
| Security National Bank of Sioux City Iowa | 1,792 | $226.1K | 0.17% | +1,792 | New |
| Cable Hill Partners, LLC | 1,794 | $226.3K | 0.03% | −216−10.7% | Reduced |
| Corrigan Financial, Inc. | 1,809 | $228.2K | 0.07% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,830 | $230.9K | 0.04% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,831 | $231.0K | 0.02% | −360−16.4% | Reduced |
| Edge Capital Group, LLC | 1,836 | $231.6K | 0.01% | −724−28.3% | Reduced |
| Petrus Trust Company, LTA | 1,839 | $232.0K | 0.03% | +1,839 | New |
| Excalibur Management Corp | 1,844 | $232.6K | 0.12% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,847 | $233.0K | 0.09% | +10+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 1,850 | $233.4K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 1,850 | $233.7K | 0.16% | 00.0% | Unchanged |
| Courier Capital LLC | 1,863 | $235.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,873 | $236.3K | 0.02% | +1,873 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,899 | $239.6K | 0.03% | +8+0.4% | Added |
| CKW Financial Group | 1,900 | $240.0K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,905 | $240.3K | 0.07% | +1,905 | New |
| Hengehold Capital Management LLC | 1,908 | $240.7K | 0.03% | −15−0.8% | Reduced |
| Curated Wealth Partners LLC | 1,910 | $240.9K | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,910 | $241.0K | 0.01% | +35+1.9% | Added |
| Ropes Wealth Advisors LLC | 1,912 | $241.2K | 0.04% | +1,912 | New |
| Unique Wealth, LLC | 1,924 | $242.7K | 0.11% | +1,924 | New |
| Girard Partners Ltd. | 1,926 | $243.0K | 0.03% | −258−11.8% | Reduced |
| LCNB Corp | 1,930 | $243.5K | 0.10% | −200−9.4% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $244.5K | 0.14% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,939 | $244.6K | 0.16% | −20−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,941 | $244.8K | 0.05% | +126+6.9% | Added |
| West Family Investments, Inc. | 1,944 | $245.2K | 0.10% | +1,944 | New |
| Proficio Capital Partners LLC | 1,950 | $246.0K | 0.03% | +94+5.1% | Added |
| Western Wealth Management, LLC | 1,952 | $246.2K | 0.02% | −50−2.5% | Reduced |
| Sargent Investment Group, LLC | 1,955 | $246.6K | 0.06% | +35+1.8% | Added |
| Cambiar Investors LLC | 1,959 | $247.1K | 0.01% | −308,432−99.4% | Reduced |
| Claro Advisors LLC | 1,965 | $247.9K | 0.06% | +17+0.9% | Added |
| Goldstein Advisors, LLC | 1,966 | $248.0K | 0.05% | −29−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,989 | $251.0K | 0.00% | +1,989 | New |
| Osterweis Capital Management Inc | 1,990 | $251.0K | 0.02% | −170−7.9% | Reduced |
| LVZ Advisors, Inc. | 2,000 | $252.3K | 0.04% | −66−3.2% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $252.3K | 0.05% | −42−2.1% | Reduced |
| Castleark Management LLC | 2,000 | $252.3K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,002 | $252.6K | 0.05% | −43−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 2,021 | $255.0K | 0.02% | −1,009−33.3% | Reduced |
| Trust Co of Toledo NA | 2,023 | $255.2K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,024 | $255.3K | 0.07% | −19,570−90.6% | Reduced |
| Financial Management Professionals, Inc. | 2,036 | $257.0K | 0.04% | +22+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 2,060 | $259.9K | 0.08% | +2,060 | New |
| De Burlo Group Inc | 2,063 | $260.2K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 2,075 | $261.8K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,075 | $261.8K | 0.03% | +164+8.6% | Added |
| Uncommon Cents Investing LLC | 2,100 | $264.9K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,103 | $265.0K | 0.04% | +2,103 | New |
| Baron Wealth Management LLC | 2,109 | $266.1K | 0.17% | +89+4.4% | Added |
| Catalyst Financial Partners LLC | 2,113 | $266.6K | 0.10% | +291+16.0% | Added |
| Keudell/Morrison Wealth Management | 2,115 | $266.8K | 0.08% | +109+5.4% | Added |
| Summit X, LLC | 2,120 | $267.4K | 0.06% | +94+4.6% | Added |
| Quantamental Technologies LLC | 2,125 | $268.1K | 0.11% | +2,125 | New |
| Canandaigua National Bank & Trust Co | 2,133 | $269.1K | 0.04% | +27+1.3% | Added |
| Marcum Wealth, LLC | 2,144 | $270.5K | 0.03% | −113−5.0% | Reduced |
| Advisor Resource Council | 2,161 | $272.6K | 0.16% | +2,161 | New |
| Kaizen Financial Strategies | 2,148 | $274.0K | 0.23% | +2,148 | New |
| Cooper Financial Group | 2,188 | $276.0K | 0.07% | −1,747−44.4% | Reduced |
| Versor Investments LP | 2,188 | $276.0K | 0.05% | +2,188 | New |
| Dechtman Wealth Management, LLC | 2,188 | $276.0K | 0.08% | +2,188 | New |
| Jacobsen Capital Management | 2,203 | $277.9K | 0.14% | −18−0.8% | Reduced |
| Sage Mountain Advisors LLC | 2,204 | $278.0K | 0.04% | +21+1.0% | Added |
| Physicians Financial Services, Inc. | 2,215 | $279.0K | 0.11% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $280.6K | 0.11% | +2,224 | New |
| Center for Financial Planning, Inc. | 2,227 | $280.9K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,257 | $281.1K | 0.01% | −140−5.8% | Reduced |
| First Manhattan Co | 2,234 | $281.8K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,235 | $281.9K | 0.00% | −358−13.8% | Reduced |
| Sepio Capital, LP | 2,239 | $282.4K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 2,246 | $283.3K | 0.00% | −44−1.9% | Reduced |
| Haverford Trust Co | 2,256 | $284.6K | 0.00% | +201+9.8% | Added |
| Belpointe Asset Management LLC | 2,259 | $285.0K | 0.03% | −2,052−47.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,270 | $286.4K | 0.08% | −16−0.7% | Reduced |
| Horan Securities, Inc. | 2,278 | $287.4K | 0.12% | +41+1.8% | Added |
| Power Corp of Canada | 2,290 | $288.9K | 0.03% | +2,290 | New |
| West Coast Financial LLC | 2,292 | $289.1K | 0.04% | −71−3.0% | Reduced |
| Brighton Jones LLC | 2,293 | $289.3K | 0.01% | −127−5.2% | Reduced |
| Holderness Investments Co | 2,295 | $289.5K | 0.11% | +90+4.1% | Added |
| Capital International Inc | 2,295 | $289.5K | 0.01% | +2,295 | New |
| Greenwich Investment Management, Inc. | 2,302 | $290.0K | 0.22% | −10.0% | Reduced |
| First Foundation Advisors | 2,300 | $290.1K | 0.01% | −564−19.7% | Reduced |
| Gradient Investments LLC | 2,302 | $290.4K | 0.01% | +26+1.1% | Added |
| PFG Investments, LLC | 2,320 | $292.7K | 0.05% | −143−5.8% | Reduced |
| Allworth Financial LP | 2,320 | $292.7K | 0.00% | −30−1.3% | Reduced |
| Truvestments Capital LLC | 2,348 | $296.2K | 0.15% | −3−0.1% | Reduced |
| ORG Partners LLC | 2,354 | $296.7K | 0.05% | +2,354 | New |
| Aveo Capital Partners, LLC | 2,354 | $297.0K | 0.04% | +105+4.7% | Added |
| One Wealth Advisors, LLC | 2,355 | $297.1K | 0.06% | +25+1.1% | Added |
| Peterson Wealth Services | 2,371 | $299.1K | 0.14% | +25+1.1% | Added |
| Arrow Financial Corp | 2,375 | $299.6K | 0.04% | −25−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $299.7K | 0.17% | 00.0% | Unchanged |
| Maven Securities LTD | 2,387 | $301.1K | 0.04% | +2,387 | New |
| CM Wealth Advisors LLC | 2,410 | $301.2K | 0.10% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,400 | $302.8K | 0.15% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,444 | $303.2K | 0.00% | +2,444 | New |