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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 2,407 | $304.0K | 0.01% | −5,032−67.6% | Reduced |
| TD Private Client Wealth LLC | 2,413 | $304.4K | 0.01% | +744+44.6% | Added |
| Raleigh Capital Management Inc. | 2,414 | $304.5K | 0.15% | −145−5.7% | Reduced |
| Beacon Financial Group | 2,458 | $305.0K | 0.04% | −403−14.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,418 | $305.0K | 0.11% | +212+9.6% | Added |
| Allred Capital Management, LLC | 2,423 | $305.7K | 0.15% | −94−3.7% | Reduced |
| Janney Capital Management LLC | 2,440 | $308.0K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,443 | $308.2K | 0.04% | −494−16.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,455 | $309.7K | 0.13% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,515 | $312.0K | 0.16% | −685−21.4% | Reduced |
| DRW Securities, LLC | 2,471 | $312.0K | 0.02% | +2,471 | New |
| Brookfield Asset Management Inc. | 2,476 | $312.3K | 0.00% | −76,955−96.9% | Reduced |
| Venture Visionary Partners LLC | 2,480 | $312.9K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,500 | $315.4K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,501 | $315.5K | 0.04% | −787−23.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,533 | $319.5K | 0.05% | −8−0.3% | Reduced |
| Arden Trust Co | 2,535 | $320.0K | 0.05% | −801−24.0% | Reduced |
| CVA Family Office, LLC | 2,540 | $320.4K | 0.07% | −14−0.5% | Reduced |
| Northwest Bancshares, Inc. | 2,541 | $320.5K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,545 | $321.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,549 | $321.6K | 0.04% | +63+2.5% | Added |
| Independent Financial Group, LLC | 2,551 | $321.8K | 0.02% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 2,564 | $323.4K | 0.17% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,568 | $324.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,593 | $327.1K | 0.06% | +2,593 | New |
| Cypress Capital Group | 2,596 | $327.5K | 0.05% | +2,596 | New |
| Meyer Handelman Co | 2,600 | $328.0K | 0.01% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,600 | $328.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,618 | $329.0K | 0.25% | +8+0.3% | Added |
| Norwood Financial Corp | 2,625 | $331.1K | 0.50% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2,638 | $332.0K | 0.11% | +2,638 | New |
| WMS Partners, LLC | 2,640 | $333.0K | 0.03% | +5+0.2% | Added |
| Sandler Capital Management | 2,650 | $334.3K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,650 | $334.3K | 0.04% | +227+9.4% | Added |
| Diametric Capital, LP | 2,651 | $334.4K | 0.15% | +2,651 | New |
| Aureus Asset Management, LLC | 2,655 | $334.9K | 0.03% | −4,175−61.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,695 | $340.0K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 2,708 | $341.6K | 0.02% | +118+4.6% | Added |
| Richard W. Paul & Associates, LLC | 2,717 | $342.8K | 0.15% | −33−1.2% | Reduced |
| Colonial Trust Co | 2,791 | $352.1K | 0.08% | +200+7.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,825 | $356.4K | 0.07% | +553+24.3% | Added |
| Salem Investment Counselors Inc | 2,832 | $357.3K | 0.01% | −360−11.3% | Reduced |
| CRA Financial Services, LLC | 2,843 | $358.6K | 0.10% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,762 | $359.2K | 0.07% | −10−0.4% | Reduced |
| Forte Capital LLC | 2,863 | $361.2K | 0.05% | −300−9.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,893 | $362.0K | 0.00% | +139+5.0% | Added |
| Congress Wealth Management LLC | 2,870 | $362.1K | 0.01% | +662+30.0% | Added |
| Wambolt & Associates, LLC | 2,879 | $363.2K | 0.13% | −331−10.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,900 | $365.8K | 0.10% | −12,900−81.6% | Reduced |
| Advisory Research Inc | 2,918 | $368.1K | 0.05% | +2,918 | New |
| Pegasus Partners Ltd. | 2,921 | $368.5K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,960 | $373.0K | 0.01% | −190−6.0% | Reduced |
| JGP Wealth Management, LLC | 2,961 | $373.5K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,979 | $375.8K | 0.04% | −658−18.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $377.0K | 0.04% | −100−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,007 | $379.3K | 0.01% | +25+0.8% | Added |
| MONECO Advisors, LLC | 3,012 | $380.0K | 0.10% | −3−0.1% | Reduced |
| Ritholtz Wealth Management | 3,013 | $380.1K | 0.02% | +336+12.6% | Added |
| Boston Financial Mangement LLC | 3,018 | $380.7K | 0.01% | −458−13.2% | Reduced |
| Waypoint Capital Advisors, LLC | 3,023 | $381.4K | 0.12% | +23+0.8% | Added |
| Legacy Capital Group California, Inc. | 3,026 | $381.7K | 0.16% | +144+5.0% | Added |
| Pointe Capital Management LLC | 3,043 | $383.9K | 0.29% | −67−2.2% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,046 | $384.3K | 0.55% | −618−16.9% | Reduced |
| Naples Global Advisors, LLC | 3,047 | $384.4K | 0.05% | +30+1.0% | Added |
| KFG Wealth Management, LLC | 3,068 | $387.0K | 0.23% | +1,287+72.3% | Added |
| Riverbridge Partners LLC | 3,080 | $388.5K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,092 | $390.1K | 0.01% | +21+0.7% | Added |
| Keystone Financial Services | 3,094 | $390.3K | 0.20% | −96−3.0% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $392.0K | 0.05% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $394.1K | 0.05% | −110−3.1% | Reduced |
| Apeiron RIA LLC | 3,127 | $394.5K | 0.14% | +106+3.5% | Added |
| Atlantic Trust, LLC | 3,138 | $395.9K | 0.13% | +325+11.6% | Added |
| Cowa, LLC | 3,185 | $401.8K | 0.26% | +90+2.9% | Added |
| Confluence Wealth Services, Inc. | 3,192 | $402.7K | 0.09% | −44−1.4% | Reduced |
| Waycross Partners, LLC | 3,200 | $403.7K | 0.09% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $403.7K | 0.09% | +3,200 | New |
| Becker Capital Management Inc | 3,240 | $408.7K | 0.02% | −70−2.1% | Reduced |
| Matisse Capital | 3,248 | $409.7K | 0.25% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,263 | $411.6K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,277 | $413.4K | 0.02% | −850−20.6% | Reduced |
| Lumature Wealth Partners, LLC | 3,281 | $413.9K | 0.25% | +127+4.0% | Added |
| Invesco, LLC | 3,282 | $414.0K | 0.20% | +3,282 | New |
| HF Advisory Group, LLC | 3,299 | $416.2K | 0.33% | −112−3.3% | Reduced |
| Wealth Alliance | 3,312 | $417.8K | 0.06% | +273+9.0% | Added |
| First Citizens Bank & Trust Co | 3,329 | $420.0K | 0.01% | −86−2.5% | Reduced |
| Tobam | 3,347 | $422.0K | 0.03% | +289+9.5% | Added |
| Hoylecohen, LLC | 3,355 | $423.2K | 0.04% | −99−2.9% | Reduced |
| Grandfield & Dodd, LLC | 3,361 | $424.0K | 0.03% | +10.0% | Added |
| Coastal Investment Advisors, Inc. | 3,366 | $424.6K | 0.09% | +915+37.3% | Added |
| Palumbo Wealth Management LLC | 3,375 | $425.8K | 0.26% | +3,375 | New |
| Geller Advisors LLC | 3,378 | $426.1K | 0.05% | +543+19.2% | Added |
| Roundview Capital LLC | 3,387 | $427.3K | 0.04% | +42+1.3% | Added |
| Valeo Financial Advisors, LLC | 3,397 | $428.5K | 0.02% | +263+8.4% | Added |
| Cookson Peirce & Co Inc | 3,424 | $432.0K | 0.03% | −119−3.4% | Reduced |
| Empower Advisory Group, LLC | 3,426 | $432.2K | 0.00% | −13−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 3,455 | $435.8K | 0.02% | +942+37.5% | Added |
| TRUE Private Wealth Advisors | 3,462 | $436.7K | 0.06% | +78+2.3% | Added |
| Wedmont Private Capital | 3,417 | $437.4K | 0.05% | +320+10.3% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $439.0K | 0.04% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,517 | $443.7K | 0.20% | +623+21.5% | Added |