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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 7,176 | $905.3K | 0.07% | +278+4.0% | Added |
| Koshinski Asset Management, Inc. | 7,209 | $909.4K | 0.10% | −2,856−28.4% | Reduced |
| Cadinha & Co LLC | 7,278 | $918.1K | 0.17% | +145+2.0% | Added |
| AXS Investments LLC | 7,282 | $918.6K | 0.25% | +6,877+1,698.0% | Added |
| Ameritas Investment Partners, Inc. | 7,322 | $923.7K | 0.03% | −13,797−65.3% | Reduced |
| Abacus Planning Group, Inc. | 7,323 | $923.8K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,346 | $926.7K | 0.03% | −7,521−50.6% | Reduced |
| Thrive Wealth Management, LLC | 7,361 | $928.6K | 0.24% | −212−2.8% | Reduced |
| Legacy Trust | 7,375 | $930.4K | 0.26% | −113−1.5% | Reduced |
| Trust Asset Management LLC | 7,400 | $933.5K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,415 | $935.4K | 0.05% | −26,403−78.1% | Reduced |
| Change Path, LLC | 7,417 | $936.0K | 0.04% | +5,639+317.2% | Added |
| Cigna Investments Inc | 7,428 | $937.0K | 0.17% | +166+2.3% | Added |
| Brookstone Capital Management | 7,528 | $942.5K | 0.02% | −1,633−17.8% | Reduced |
| Poehling Capital Management, LLC | 7,514 | $947.9K | 0.32% | −4,308−36.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,536 | $950.7K | 0.12% | +18+0.2% | Added |
| Landaas & Co | 7,548 | $952.0K | 0.42% | 00.0% | Unchanged |
| Fosun International Ltd | 7,553 | $952.8K | 0.13% | −2,310−23.4% | Reduced |
| HighVista Strategies LLC | 7,553 | $952.8K | 0.44% | +1,871+32.9% | Added |
| Venturi Wealth Management, LLC | 7,553 | $952.8K | 0.08% | −19−0.3% | Reduced |
| Stevard, LLC | 7,600 | $958.7K | 0.91% | 00.0% | Unchanged |
| Spinnaker Trust | 7,646 | $964.5K | 0.07% | −36−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 7,666 | $967.1K | 0.06% | +5,185+209.0% | Added |
| Riverwater Partners LLC | 7,696 | $970.9K | 0.86% | −92−1.2% | Reduced |
| Old National Bancorp | 7,721 | $974.0K | 0.03% | +3,286+74.1% | Added |
| HBK Sorce Advisory LLC | 7,727 | $974.8K | 0.04% | +77+1.0% | Added |
| Chicago Trust Co NA | 7,777 | $981.1K | 0.24% | −735−8.6% | Reduced |
| GTS Securities LLC | 7,779 | $981.3K | 0.03% | +7,779 | New |
| City Holding Co | 7,793 | $983.0K | 0.17% | +565+7.8% | Added |
| Sheets Smith Wealth Management | 7,846 | $989.8K | 0.14% | +1,010+14.8% | Added |
| Peoples Bank | 7,885 | $994.7K | 0.61% | −205−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,907 | $997.5K | 0.01% | −70−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 7,922 | $999.4K | 0.02% | +701+9.7% | Added |
| Fund Management at Engine No. 1 LLC | 8,036 | $1.01M | 0.19% | +334+4.3% | Added |
| Legend Financial Advisors, Inc. | 8,036 | $1.01M | 0.85% | +8,036 | New |
| Regal Investment Advisors LLC | 8,050 | $1.02M | 0.09% | −112−1.4% | Reduced |
| Anchor Capital Advisors LLC | 8,064 | $1.02M | 0.03% | −185−2.2% | Reduced |
| Secure Asset Management, LLC | 8,123 | $1.02M | 0.31% | −278−3.3% | Reduced |
| Boston Private Wealth LLC | 8,135 | $1.03M | 0.02% | −689−7.8% | Reduced |
| Inceptionr LLC | 8,179 | $1.03M | 0.55% | −1,848−18.4% | Reduced |
| MAI Capital Management | 8,195 | $1.03M | 0.02% | +303+3.8% | Added |
| Sequoia Financial Advisors, LLC | 8,223 | $1.04M | 0.02% | +2,338+39.7% | Added |
| First Nebraska Trust Co | 8,235 | $1.04M | 0.12% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,256 | $1.04M | 0.02% | +8,256 | New |
| Penserra Capital Management LLC | 8,283 | $1.04M | 0.02% | +5,155+164.8% | Added |
| Red Door Wealth Management, LLC | 8,272 | $1.04M | 0.23% | +5,976+260.3% | Added |
| PGGM Investments | 8,308 | $1.05M | 0.02% | +140+1.7% | Added |
| Exchange Traded Concepts, LLC | 8,330 | $1.05M | 0.03% | +2,030+32.2% | Added |
| Harbour Investments, Inc. | 8,331 | $1.05M | 0.05% | −621−6.9% | Reduced |
| Archford Capital Strategies, LLC | 8,120 | $1.05M | 0.20% | −50−0.6% | Reduced |
| Lebenthal Global Advisors, LLC | 8,366 | $1.06M | 0.31% | −356−4.1% | Reduced |
| Gould Capital, LLC | 8,380 | $1.06M | 0.81% | −416−4.7% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $1.06M | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,522 | $1.07M | 0.04% | +131+1.6% | Added |
| Mitchell Capital Management Co | 8,522 | $1.08M | 0.25% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,535 | $1.08M | 0.04% | −11−0.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $1.08M | 0.55% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,546 | $1.08M | 0.01% | +1,118+15.1% | Added |
| Intelligence Driven Advisers, LLC | 8,665 | $1.09M | 0.19% | 00.0% | Unchanged |
| SMART Wealth LLC | 8,622 | $1.09M | 0.82% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 8,640 | $1.09M | 0.04% | −9−0.1% | Reduced |
| RDA Financial Network | 8,720 | $1.10M | 0.46% | +429+5.2% | Added |
| Evoke Wealth, LLC | 8,723 | $1.10M | 0.04% | −23,118−72.6% | Reduced |
| Freestone Capital Holdings, LLC | 8,734 | $1.10M | 0.04% | +1,057+13.8% | Added |
| Horizon Investments, LLC | 8,746 | $1.10M | 0.03% | −1,125−11.4% | Reduced |
| Wayfinding Financial, LLC | 8,842 | $1.10M | 0.77% | +50+0.6% | Added |
| Scotia Capital Inc. | 8,761 | $1.11M | 0.01% | −3,766−30.1% | Reduced |
| Coldstream Capital Management Inc | 8,771 | $1.11M | 0.04% | +283+3.3% | Added |
| Key Financial Inc | 8,812 | $1.11M | 0.37% | +75+0.9% | Added |
| Seelaus Asset Management LLC | 8,863 | $1.12M | 0.88% | −1,117−11.2% | Reduced |
| Focus Financial Network, Inc. | 8,875 | $1.12M | 0.06% | −950−9.7% | Reduced |
| Wahed Invest LLC | 8,892 | $1.12M | 0.39% | +1,340+17.7% | Added |
| ICW Investment Advisors LLC | 8,913 | $1.12M | 0.60% | +219+2.5% | Added |
| WT Wealth Management | 8,956 | $1.13M | 0.47% | +432+5.1% | Added |
| DoubleLine ETF Adviser LP | 8,961 | $1.13M | 0.42% | +1,850+26.0% | Added |
| Thoroughbred Financial Services, LLC | 9,027 | $1.14M | 0.15% | +1,181+15.1% | Added |
| Washington Trust Co | 9,023 | $1.14M | 0.05% | +1,070+13.5% | Added |
| Aurora Investment Counsel | 9,046 | $1.14M | 0.73% | −202−2.2% | Reduced |
| Brown Capital Management LLC | 9,060 | $1.14M | 0.02% | −26−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,093 | $1.15M | 0.05% | −1,560−14.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,114 | $1.15M | 0.03% | −1,072−10.5% | Reduced |
| Ostrum Asset Management | 9,128 | $1.15M | 0.10% | +7+0.1% | Added |
| Global Retirement Partners, LLC | 9,148 | $1.15M | 0.06% | +49+0.5% | Added |
| Arcataur Capital Management LLC | 9,172 | $1.16M | 0.47% | +9,172 | New |
| Sawtooth Solutions, LLC | 9,193 | $1.16M | 0.03% | −121−1.3% | Reduced |
| Addison Advisors LLC | 9,201 | $1.16M | 0.57% | 00.0% | Unchanged |
| Sabal Trust CO | 9,274 | $1.17M | 0.07% | +9,274 | New |
| Apollon Wealth Management, LLC | 9,333 | $1.18M | 0.06% | +3,567+61.9% | Added |
| Lederer & Associates Investment Counsel | 9,352 | $1.18M | 0.89% | −269−2.8% | Reduced |
| Veracity Capital LLC | 9,426 | $1.19M | 0.51% | +585+6.6% | Added |
| Machina Capital S.A.S. | 9,430 | $1.19M | 0.67% | +3,012+46.9% | Added |
| Pitcairn Co | 9,446 | $1.19M | 0.10% | −2,605−21.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.19M | 0.42% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,473 | $1.19M | 0.04% | +166+1.8% | Added |
| Channel Wealth LLC | 9,600 | $1.21M | 0.70% | +2,596+37.1% | Added |
| First National Advisers, LLC | 9,617 | $1.21M | 1.12% | +1,928+25.1% | Added |
| Alps Advisors Inc | 9,631 | $1.21M | 0.01% | −461−4.6% | Reduced |
| Manchester Capital Management LLC | 9,656 | $1.22M | 0.16% | −2,500−20.6% | Reduced |
| Lionsbridge Wealth Management LLC | 9,720 | $1.23M | 1.10% | −378−3.7% | Reduced |
| Leonteq Securities AG | 9,752 | $1.23M | 0.13% | −4,519−31.7% | Reduced |