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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 5,045 | $636.4K | 0.03% | −455−8.3% | Reduced |
| Forbes J M & Co LLP | 5,096 | $643.0K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 5,101 | $643.5K | 0.00% | +412+8.8% | Added |
| Canada Pension Plan Investment Board | 5,129 | $647.0K | 0.00% | −24,821−82.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,138 | $648.2K | 0.07% | −15,605−75.2% | Reduced |
| Connectus Wealth, LLC | 5,147 | $649.4K | 0.02% | +95+1.9% | Added |
| Oakworth Capital, Inc. | 5,155 | $650.3K | 0.06% | +5,046+4,629.4% | Added |
| Y.D. More Investments Ltd | 5,199 | $655.9K | 0.17% | −1,337−20.5% | Reduced |
| Bridge Advisory, LLC | 5,200 | $656.0K | 0.24% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,196 | $656.0K | 0.09% | −12−0.2% | Reduced |
| Lindbrook Capital, LLC | 5,211 | $657.4K | 0.07% | −9−0.2% | Reduced |
| NBT Bank N A | 5,268 | $664.6K | 0.09% | −405−7.1% | Reduced |
| Optas, LLC | 5,269 | $664.7K | 0.22% | +28+0.5% | Added |
| Capital Investment Advisors, LLC | 5,311 | $670.0K | 0.02% | −36−0.7% | Reduced |
| Outlook Wealth Advisors, LLC | 5,317 | $670.7K | 0.25% | +325+6.5% | Added |
| Modera Wealth Management, LLC | 5,322 | $671.4K | 0.01% | +2,849+115.2% | Added |
| Econ Financial Services Corp | 5,325 | $671.7K | 0.47% | −5,327−50.0% | Reduced |
| Fox Run Management, L.L.C. | 5,329 | $672.3K | 0.19% | −1,380−20.6% | Reduced |
| Abacus Wealth Partners, LLC | 5,341 | $673.8K | 0.20% | +5+0.1% | Added |
| First American Trust, FSB | 5,367 | $677.0K | 0.09% | +18+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 5,386 | $679.4K | 0.07% | −31,889−85.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,411 | $683.0K | 0.31% | −363−6.3% | Reduced |
| Wunderlich Capital Managemnt | 5,418 | $683.0K | 0.34% | +1,220+29.1% | Added |
| LVM Capital Management Ltd | 5,425 | $684.0K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,436 | $685.8K | 0.05% | −2,725−33.4% | Reduced |
| Comerica Securities,inc. | 5,439 | $686.1K | 0.05% | +3,514+182.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 5,445 | $686.9K | 0.20% | −3,963−42.1% | Reduced |
| Bank of Stockton | 5,452 | $687.8K | 0.24% | −15−0.3% | Reduced |
| CFO4Life Group, LLC | 5,474 | $690.5K | 0.15% | +38+0.7% | Added |
| Chesapeake Wealth Management | 5,475 | $690.7K | 0.27% | −15−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 5,671 | $703.5K | 0.08% | −60−1.0% | Reduced |
| Tectonic Advisors LLC | 5,606 | $707.2K | 0.09% | −3,695−39.7% | Reduced |
| Rehmann Capital Advisory Group | 5,609 | $707.6K | 0.06% | −313−5.3% | Reduced |
| Shepherd Financial Partners LLC | 5,610 | $707.6K | 0.11% | −9−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,672 | $715.5K | 0.03% | −589−9.4% | Reduced |
| Bowman & Co S.C. | 5,672 | $715.5K | 0.54% | +127+2.3% | Added |
| Copperwynd Financial, LLC | 5,703 | $719.5K | 0.34% | +82+1.5% | Added |
| SkyOak Wealth, LLC | 5,705 | $719.7K | 0.20% | −384−6.3% | Reduced |
| Ascent Group, LLC | 5,769 | $722.3K | 0.08% | +5,769 | New |
| Blueshift Asset Management, LLC | 5,741 | $724.2K | 0.28% | +5,741 | New |
| Atlas Capital Advisors LLC | 5,763 | $727.0K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,771 | $728.0K | 0.03% | +170+3.0% | Added |
| Integral Investment Advisors, Inc. | 5,807 | $732.6K | 0.49% | −21−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 5,830 | $735.5K | 0.07% | +211+3.8% | Added |
| Savant Capital, LLC | 5,840 | $736.7K | 0.01% | −32−0.5% | Reduced |
| Forum Financial Management, LP | 5,844 | $737.2K | 0.02% | +692+13.4% | Added |
| Eqis Capital Management, Inc. | 5,867 | $740.1K | 0.08% | +232+4.1% | Added |
| Parsons Capital Management Inc | 5,871 | $740.6K | 0.06% | −10.0% | Reduced |
| Advanced Portfolio Management, LLC | 5,871 | $740.6K | 0.68% | +5,871 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 5,993 | $743.4K | 0.03% | +812+15.7% | Added |
| Boston Trust Walden Corp | 5,893 | $743.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,911 | $745.7K | 0.03% | +20+0.3% | Added |
| ExodusPoint Capital Management, LP | 5,918 | $747.0K | 0.01% | +5,918 | New |
| Greystone Financial Group, LLC | 5,937 | $749.0K | 0.17% | +5,937 | New |
| Ballentine Partners, LLC | 5,943 | $749.7K | 0.02% | +68+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 5,983 | $754.8K | 0.10% | +3,330+125.5% | Added |
| Qtron Investments LLC | 6,040 | $761.9K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co | 6,049 | $763.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 6,064 | $765.0K | 0.11% | −173−2.8% | Reduced |
| Eukles Asset Management | 6,106 | $770.3K | 0.39% | +55+0.9% | Added |
| Integrated Advisors Network LLC | 6,129 | $773.2K | 0.04% | −69−1.1% | Reduced |
| Wintrust Investments LLC | 6,149 | $776.0K | 0.08% | −200−3.2% | Reduced |
| Kowal Investment Group, LLC | 6,182 | $779.9K | 0.21% | −106−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 6,261 | $789.8K | 0.01% | −8,311−57.0% | Reduced |
| Merit Financial Group, LLC | 6,274 | $791.5K | 0.03% | +827+15.2% | Added |
| Stock Yards Bank & Trust Co | 6,301 | $794.9K | 0.03% | −1,865−22.8% | Reduced |
| Greatmark Investment Partners, Inc. | 6,310 | $796.0K | 0.13% | +6,310 | New |
| IPG Investment Advisors LLC | 6,330 | $798.5K | 0.17% | +6,330 | New |
| David Loasby | 6,405 | $803.1K | 0.09% | −49−0.8% | Reduced |
| Magnolia Capital Advisors LLC | 6,367 | $803.2K | 0.40% | −4−0.1% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $807.4K | 0.57% | 00.0% | Unchanged |
| Wright Investors Service Inc | 6,412 | $808.9K | 0.23% | −406−6.0% | Reduced |
| Central Bank & Trust Co | 6,468 | $815.9K | 0.14% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,500 | $820.0K | 0.01% | −1,400−17.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,510 | $821.2K | 0.15% | −2,360−26.6% | Reduced |
| Principal Street Partners, LLC | 6,568 | $828.6K | 0.20% | +92+1.4% | Added |
| Meridian Wealth Management, LLC | 6,581 | $830.2K | 0.07% | −216−3.2% | Reduced |
| Aspire Private Capital, LLC | 6,585 | $830.7K | 0.26% | +198+3.1% | Added |
| Greenland Capital Management LP | 6,625 | $835.7K | 0.12% | +6,625 | New |
| Boston Common Asset Management, LLC | 6,639 | $838.0K | 0.02% | −106−1.6% | Reduced |
| Townsend Asset Management Corp | 6,645 | $838.3K | 0.40% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,688 | $843.7K | 0.16% | +24+0.4% | Added |
| Kestra Private Wealth Services, LLC | 6,697 | $844.8K | 0.03% | +2,276+51.5% | Added |
| Miracle Mile Advisors, LLC | 6,729 | $848.9K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,729 | $848.9K | 0.08% | −66−1.0% | Reduced |
| Bridges Investment Management Inc | 6,775 | $854.7K | 0.03% | −16,000−70.3% | Reduced |
| Wesbanco Bank Inc | 6,790 | $857.0K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,826 | $861.1K | 0.13% | +6,826 | New |
| Financial Insights, Inc. | 6,842 | $863.1K | 0.32% | −659−8.8% | Reduced |
| Institute for Wealth Management, LLC. | 6,853 | $864.5K | 0.15% | −142−2.0% | Reduced |
| Mirabella Financial Services LLP | 6,865 | $866.0K | 0.10% | +4,403+178.8% | Added |
| Centiva Capital, LP | 6,891 | $869.3K | 0.04% | +6,891 | New |
| Nicolet Bankshares Inc | 6,897 | $870.1K | 0.25% | −17−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 6,986 | $881.3K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,048 | $889.1K | 0.07% | +7,048 | New |
| VeraBank, N.A. | 7,055 | $890.0K | 0.34% | −75−1.1% | Reduced |
| Equitable Holdings, Inc. | 7,082 | $893.4K | 0.01% | −756−9.6% | Reduced |
| Meritage Portfolio Management | 7,091 | $895.0K | 0.06% | −8−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 7,136 | $900.2K | 0.02% | +2,292+47.3% | Added |
| Capital Asset Advisory Services LLC | 7,050 | $902.4K | 0.06% | +1,164+19.8% | Added |