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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 9,782 | $1.23M | 0.06% | +1,100+12.7% | Added |
| First Interstate Bank | 9,840 | $1.24M | 0.10% | −749−7.1% | Reduced |
| Financial Advocates Investment Management | 9,902 | $1.24M | 0.09% | +9,902 | New |
| Clearstead Advisors, LLC | 9,907 | $1.25M | 0.08% | −168−1.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,739 | $1.25M | 0.66% | +414+4.4% | Added |
| Dean Investment Associates, LLC | 9,955 | $1.26M | 0.20% | −374−3.6% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.26M | 0.64% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,005 | $1.26M | 0.14% | −3,557−26.2% | Reduced |
| Brown Brothers Harriman & Co | 10,017 | $1.26M | 0.01% | +215+2.2% | Added |
| Yarbrough Capital, LLC | 10,056 | $1.27M | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,061 | $1.27M | 0.05% | +4,638+85.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 10,084 | $1.27M | 0.08% | +10,084 | New |
| Wealthspire Advisors, LLC | 10,261 | $1.29M | 0.02% | −335−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 10,264 | $1.29M | 0.01% | −1,375−11.8% | Reduced |
| Moloney Securities Asset Management, LLC | 10,276 | $1.30M | 0.23% | +367+3.7% | Added |
| E. Ohman J:or Asset Management AB | 10,300 | $1.30M | 0.05% | −262,432−96.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.31M | 0.53% | 00.0% | Unchanged |
| Montecito Bank & Trust | 10,365 | $1.31M | 0.30% | −79−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,405 | $1.31M | 0.36% | −446−4.1% | Reduced |
| AdvisorNet Financial, Inc | 10,414 | $1.31M | 0.11% | −139−1.3% | Reduced |
| Next Century Growth Investors LLC | 10,477 | $1.32M | 0.13% | +10,477 | New |
| Meeder Advisory Services, Inc. | 10,506 | $1.33M | 0.14% | +389+3.8% | Added |
| Teamwork Financial Advisors, LLC | 10,615 | $1.34M | 0.22% | +10,615 | New |
| Smithfield Trust Co | 10,647 | $1.35M | 0.08% | −205−1.9% | Reduced |
| Cape Investment Advisory, Inc. | 10,683 | $1.35M | 0.75% | +6,296+143.5% | Added |
| Van Leeuwen & Company, LLC | 10,746 | $1.35M | 0.85% | +754+7.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.36M | 0.09% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 10,756 | $1.36M | 0.19% | −44−0.4% | Reduced |
| WealthShield Partners, LLC | 10,791 | $1.36M | 0.21% | +552+5.4% | Added |
| Cetera Advisors LLC | 10,801 | $1.36M | 0.02% | +252+2.4% | Added |
| Palouse Capital Management, Inc. | 10,828 | $1.37M | 0.95% | −723−6.3% | Reduced |
| Darwin Advisors, LLC | 10,805 | $1.37M | 0.35% | +2,329+27.5% | Added |
| C2C Wealth Management, LLC | 10,700 | $1.38M | 0.18% | +50.0% | Added |
| Bartlett & Co. LLC | 10,940 | $1.38M | 0.02% | +6,775+162.7% | Added |
| Bartlett & Co. Wealth Management LLC | 10,940 | $1.38M | 0.02% | +6,775+162.7% | Added |
| Delphi Management Inc | 11,115 | $1.40M | 1.48% | +11,115 | New |
| Davenport & Co LLC | 11,126 | $1.40M | 0.01% | +5,065+83.6% | Added |
| WCG Wealth Advisors LLC | 11,235 | $1.42M | 0.17% | +422+3.9% | Added |
| Callahan Advisors, LLC | 11,315 | $1.43M | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,457 | $1.45M | 0.04% | +189+1.7% | Added |
| Bray Capital Advisors | 11,498 | $1.45M | 0.43% | −170−1.5% | Reduced |
| Kendall Capital Management | 11,543 | $1.46M | 0.64% | +2,723+30.9% | Added |
| Ifrah Financial Services, Inc. | 11,543 | $1.46M | 0.44% | −280−2.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,575 | $1.46M | 0.45% | +87+0.8% | Added |
| Kovack Advisors, Inc. | 11,665 | $1.47M | 0.19% | 00.0% | Unchanged |
| Balentine LLC | 11,822 | $1.49M | 0.05% | −23−0.2% | Reduced |
| Duncker Streett & Co Inc | 11,834 | $1.49M | 0.33% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,854 | $1.50M | 0.03% | −1,815−13.3% | Reduced |
| Wolf Group Capital Advisors | 13,398 | $1.51M | 0.75% | −1,430−9.6% | Reduced |
| Barbara Oil Co. | 12,000 | $1.51M | 0.69% | 00.0% | Unchanged |
| Veriti Management LLC | 12,016 | $1.52M | 0.17% | −551−4.4% | Reduced |
| BerganKDV Wealth Management, LLC | 12,030 | $1.52M | 0.15% | −802−6.3% | Reduced |
| Sawyer & Company, Inc | 12,042 | $1.52M | 0.69% | +90+0.8% | Added |
| Turtle Creek Asset Management Inc. | 12,100 | $1.53M | 0.04% | +1,400+13.1% | Added |
| Fairbanks Capital Management, Inc. | 12,124 | $1.53M | 1.19% | −167−1.4% | Reduced |
| Cipher Capital LP | 12,155 | $1.53M | 0.26% | +12,155 | New |
| Atria Wealth Solutions, Inc. | 12,239 | $1.54M | 0.02% | −497−3.9% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.54M | 0.25% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,251 | $1.55M | 0.11% | +737+6.4% | Added |
| Northwest & Ethical Investments L.P. | 12,300 | $1.55M | 0.05% | −2,737−18.2% | Reduced |
| Banque Cantonale Vaudoise | 12,413 | $1.57M | 0.07% | +2,300+22.7% | Added |
| Annex Advisory Services, LLC | 12,465 | $1.57M | 0.09% | −699−5.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,493 | $1.58M | 0.10% | +857+7.4% | Added |
| Axxcess Wealth Management, LLC | 12,572 | $1.59M | 0.11% | +4,281+51.6% | Added |
| Wade G W & Inc | 12,636 | $1.59M | 0.06% | +9,736+335.7% | Added |
| Midwest Professional Planners, LTD. | 12,739 | $1.61M | 0.70% | +2,118+19.9% | Added |
| Credential Qtrade Securities Inc. | 12,761 | $1.61M | 0.10% | −2,704−17.5% | Reduced |
| Davidson Capital Management Inc. | 12,850 | $1.62M | 0.81% | +118+0.9% | Added |
| Gotham Asset Management, LLC | 12,872 | $1.62M | 0.04% | +3,816+42.1% | Added |
| Desjardins Global Asset Management Inc. | 12,900 | $1.63M | 0.19% | +9,710+304.4% | Added |
| NFJ Investment Group, LLC | 12,953 | $1.63M | 0.04% | −148−1.1% | Reduced |
| Pinnacle Wealth Management, LLC | 13,050 | $1.65M | 1.66% | +13,050 | New |
| Redwood Investment Management, LLC | 13,105 | $1.65M | 0.17% | +13,105 | New |
| Greenleaf Trust | 13,145 | $1.66M | 0.02% | −2,582−16.4% | Reduced |
| Chilton Investment Co LLC | 13,156 | $1.66M | 0.05% | +13,156 | New |
| Great Lakes Advisors, LLC | 13,159 | $1.66M | 0.02% | −4,446−25.3% | Reduced |
| Howland Capital Management LLC | 13,272 | $1.67M | 0.10% | −800−5.7% | Reduced |
| Bamco Inc | 13,300 | $1.68M | 0.00% | +2,300+20.9% | Added |
| Summit Financial Group Inc | 13,315 | $1.68M | 0.65% | −1,850−12.2% | Reduced |
| Pinnacle Associates Ltd | 13,346 | $1.68M | 0.03% | +2,196+19.7% | Added |
| Baker Avenue Asset Management, LP | 13,354 | $1.68M | 0.08% | +1,489+12.5% | Added |
| Malaga Cove Capital, LLC | 13,377 | $1.69M | 0.78% | 00.0% | Unchanged |
| Keybank National Association | 13,390 | $1.69M | 0.01% | +7,223+117.1% | Added |
| MTM Investment Management, LLC | 13,413 | $1.69M | 0.83% | +21+0.2% | Added |
| Fayez Sarofim & Co | 13,444 | $1.70M | 0.01% | 00.0% | Unchanged |
| Boston Partners | 13,450 | $1.70M | 0.00% | +13,450 | New |
| Hennessy Advisors Inc | 13,500 | $1.70M | 0.12% | +7,500+125.0% | Added |
| Advisors Asset Management, Inc. | 13,512 | $1.70M | 0.03% | +12,232+955.6% | Added |
| Wedbush Securities Inc | 13,595 | $1.72M | 0.08% | −1,181−8.0% | Reduced |
| Acadian Asset Management LLC | 13,620 | $1.72M | 0.01% | +8,938+190.9% | Added |
| Tiaa, FSB | 13,637 | $1.72M | 0.01% | +309+2.3% | Added |
| Seven Eight Capital, LP | 13,659 | $1.72M | 0.28% | +13,659 | New |
| Main Street Financial Solutions, LLC | 13,681 | $1.73M | 0.23% | −324−2.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,789 | $1.74M | 0.06% | +549+4.1% | Added |
| Harbor Investment Advisory, LLC | 13,822 | $1.74M | 0.24% | +20+0.1% | Added |
| Moody National Bank Trust Division | 13,924 | $1.76M | 0.12% | +306+2.2% | Added |
| Buckingham Strategic Wealth, LLC | 14,101 | $1.78M | 0.03% | −1,812−11.4% | Reduced |
| Centurion Wealth Management LLC | 14,179 | $1.79M | 0.86% | +60.0% | Added |
| Vestcor Inc | 14,313 | $1.81M | 0.07% | −10,130−41.4% | Reduced |
| Integrated Wealth Concepts LLC | 14,431 | $1.82M | 0.03% | +4,344+43.1% | Added |