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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 3,523 | $444.4K | 0.01% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,548 | $447.6K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,574 | $450.9K | 0.40% | +3,574 | New |
| EverSource Wealth Advisors, LLC | 3,583 | $452.0K | 0.05% | −100−2.7% | Reduced |
| Epiq Partners, LLC | 3,586 | $452.4K | 0.31% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,607 | $455.0K | 0.11% | +1,553+75.6% | Added |
| Ariel Investments, LLC | 3,616 | $456.2K | 0.00% | +424+13.3% | Added |
| Segall Bryant & Hamill, LLC | 3,641 | $459.3K | 0.00% | −52−1.4% | Reduced |
| Waldron Private Wealth LLC | 3,653 | $460.8K | 0.02% | −1,749−32.4% | Reduced |
| Long Run Wealth Advisors, LLC | 3,667 | $462.6K | 0.15% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,672 | $463.2K | 0.24% | +3,672 | New |
| Flagship Harbor Advisors, LLC | 3,690 | $465.4K | 0.04% | −126−3.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,693 | $465.9K | 0.23% | −602−14.0% | Reduced |
| Fairfield, Bush & Co. | 3,740 | $471.8K | 0.13% | −700−15.8% | Reduced |
| Parallel Advisors, LLC | 3,755 | $473.7K | 0.02% | +382+11.3% | Added |
| Santori & Peters | 3,794 | $478.6K | 0.24% | −7−0.2% | Reduced |
| Alpha Family Trust | 3,805 | $480.0K | 0.34% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,813 | $481.0K | 0.03% | +3,813 | New |
| Heritage Wealth Advisors | 3,828 | $482.9K | 0.03% | +28+0.7% | Added |
| Engineers Gate Manager LP | 3,859 | $486.8K | 0.02% | −10,500−73.1% | Reduced |
| KB Financial Partners, LLC | 3,860 | $487.0K | 0.13% | +3,534+1,084.0% | Added |
| Madrona Financial Services, LLC | 3,865 | $487.6K | 0.24% | −21−0.5% | Reduced |
| FDx Advisors, Inc. | 3,890 | $491.0K | 0.03% | −4,293−52.5% | Reduced |
| 9258 Wealth Management, LLC | 3,897 | $491.6K | 0.09% | +561+16.8% | Added |
| SkyView Investment Advisors, LLC | 3,918 | $494.0K | 0.12% | +3,918 | New |
| Foster & Motley Inc | 3,926 | $495.0K | 0.04% | +1,815+86.0% | Added |
| Jackson Wealth Management, LLC | 3,933 | $496.0K | 0.07% | +3,933 | New |
| Oliver Lagore Vanvalin Investment Group | 3,954 | $498.8K | 0.19% | +3,280+486.6% | Added |
| Citadel Investment Advisory, Inc. | 3,972 | $501.0K | 0.32% | −120−2.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $501.7K | 0.11% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $504.6K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $504.6K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $505.0K | 0.02% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 4,022 | $507.4K | 0.48% | −704−14.9% | Reduced |
| Ironsides Asset Advisors, LLC | 4,025 | $507.8K | 0.22% | −160−3.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,027 | $508.0K | 0.23% | +33+0.8% | Added |
| CX Institutional | 4,042 | $509.9K | 0.03% | +509+14.4% | Added |
| Wallace Advisory Group, LLC | 4,516 | $510.4K | 0.39% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,074 | $513.9K | 0.14% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,078 | $514.4K | 0.28% | −17−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 4,080 | $514.7K | 0.07% | +4,080 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,082 | $514.9K | 0.10% | −147−3.5% | Reduced |
| First Heartland Consultants, Inc. | 4,089 | $515.8K | 0.07% | −3−0.1% | Reduced |
| Continuum Advisory, LLC | 4,092 | $516.2K | 0.08% | +33+0.8% | Added |
| NorthRock Partners, LLC | 4,093 | $516.3K | 0.06% | −301−6.9% | Reduced |
| Intellectus Partners, LLC | 4,095 | $516.6K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,154 | $524.0K | 0.15% | −2,723−39.6% | Reduced |
| Fishman Jay A Ltd | 4,180 | $527.3K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,200 | $529.8K | 0.26% | +500+13.5% | Added |
| Legacy Wealth Management, LLC | 4,211 | $531.2K | 0.27% | −31−0.7% | Reduced |
| Boston Family Office LLC | 4,225 | $532.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,242 | $535.1K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,244 | $535.4K | 0.02% | +1,696+66.6% | Added |
| EA Series Trust | 4,244 | $535.4K | 0.02% | +4,244 | New |
| Oak Harbor Wealth Partners, LLC | 4,245 | $535.5K | 0.18% | −296−6.5% | Reduced |
| ERn Financial, LLC | 4,245 | $535.5K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 4,251 | $536.3K | 0.02% | −520−10.9% | Reduced |
| AtonRa Partners | 4,251 | $536.3K | 0.83% | −65−1.5% | Reduced |
| LMR Partners LLP | 4,265 | $538.0K | 0.01% | +4,265 | New |
| Penobscot Investment Management Company, Inc. | 4,270 | $538.7K | 0.09% | +2,070+94.1% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $539.9K | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,300 | $542.4K | 0.14% | 00.0% | Unchanged |
| Penbrook Management LLC | 4,330 | $546.2K | 0.40% | −100−2.3% | Reduced |
| Ellevest, Inc. | 4,342 | $547.7K | 0.04% | +65+1.5% | Added |
| Court Place Advisors, LLC | 4,368 | $551.0K | 0.19% | 00.0% | Unchanged |
| Herr Investment Group LLC | 4,376 | $552.0K | 0.17% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,400 | $555.1K | 0.01% | +4,400 | New |
| KCS Wealth Advisory | 4,402 | $555.3K | 0.19% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $561.0K | 0.59% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,470 | $563.9K | 0.29% | +20+0.4% | Added |
| Sentry Investment Management LLC | 4,467 | $564.0K | 0.21% | +261+6.2% | Added |
| Crumly & Associates Inc. | 4,479 | $565.0K | 0.23% | −655−12.8% | Reduced |
| Caldwell Trust Co | 4,483 | $565.5K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,488 | $566.2K | 0.02% | −228−4.8% | Reduced |
| Condor Capital Management | 4,494 | $566.9K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,524 | $570.7K | 0.07% | −574−11.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,544 | $573.2K | 0.20% | −21−0.5% | Reduced |
| 1st Source Bank | 4,575 | $577.1K | 0.04% | −140−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,605 | $580.9K | 0.05% | +24+0.5% | Added |
| GM Advisory Group, Inc. | 4,613 | $581.9K | 0.05% | +4,613 | New |
| Cascade Investment Group, Inc. | 4,617 | $582.4K | 0.53% | +119+2.6% | Added |
| Retirement Planning Co of New England, Inc. | 4,625 | $583.4K | 0.34% | −530−10.3% | Reduced |
| Operose Advisors LLC | 4,634 | $584.6K | 0.26% | +3,684+387.8% | Added |
| St Germain D J Co Inc | 4,635 | $584.7K | 0.03% | +4,635 | New |
| Symmetry Partners, LLC | 4,645 | $586.0K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,666 | $588.6K | 0.19% | −120−2.5% | Reduced |
| IFP Advisors, Inc | 8,028 | $588.7K | 0.03% | +947+13.4% | Added |
| Tributary Capital Management, LLC | 4,675 | $589.8K | 0.05% | −130−2.7% | Reduced |
| Oppenheimer & Co Inc | 4,760 | $600.5K | 0.01% | −20−0.4% | Reduced |
| Quadrant Capital Group LLC | 4,797 | $605.1K | 0.06% | −79−1.6% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $605.5K | 0.13% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,801 | $605.6K | 0.32% | −35−0.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,804 | $606.0K | 0.61% | +321+7.2% | Added |
| V-Square Quantitative Management LLC | 4,866 | $613.8K | 0.45% | +4,866 | New |
| Federated Hermes, Inc. | 4,885 | $616.2K | 0.00% | +797+19.5% | Added |
| Ellis Investment Partners, LLC | 4,930 | $621.9K | 0.15% | +400+8.8% | Added |
| Vista Investment Management | 4,931 | $622.0K | 0.31% | −121−2.4% | Reduced |
| Principle Wealth Partners LLC | 4,963 | $626.1K | 0.06% | −37−0.7% | Reduced |
| Smith, Moore & Co. | 4,980 | $628.2K | 0.08% | +798+19.1% | Added |
| United Community Bank | 5,011 | $632.1K | 0.55% | −280−5.3% | Reduced |