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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 14,471 | $1.83M | 0.05% | −797−5.2% | Reduced |
| Guardian Capital LP | 14,560 | $1.84M | 0.06% | +710+5.1% | Added |
| Raymond James Trust N.A. | 14,600 | $1.84M | 0.05% | +142+1.0% | Added |
| Harrell Investment Partners, LLC | 14,610 | $1.84M | 0.63% | +9,372+178.9% | Added |
| Harvey Capital Management Inc | 14,760 | $1.86M | 0.68% | −1,000−6.3% | Reduced |
| Eisler Capital (UK) Ltd. | 14,796 | $1.87M | 0.20% | −77,006−83.9% | Reduced |
| Veritable, L.P. | 14,822 | $1.87M | 0.03% | −716−4.6% | Reduced |
| Siemens Fonds Invest GmbH | 15,273 | $1.92M | 0.19% | +56+0.4% | Added |
| Palisade Asset Management, LLC | 15,202 | $1.92M | 0.22% | 00.0% | Unchanged |
| Umb Bank N A | 15,278 | $1.93M | 0.03% | +18+0.1% | Added |
| Cutler Group LP | 15,312 | $1.93M | 0.46% | +6,834+80.6% | Added |
| Wetherby Asset Management Inc | 15,490 | $1.95M | 0.11% | −334−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 15,490 | $1.95M | 0.80% | +6,603+74.3% | Added |
| Pathstone Family Office, LLC | 15,656 | $1.97M | 0.03% | +476+3.1% | Added |
| Burney Co | 15,706 | $1.98M | 0.09% | −116−0.7% | Reduced |
| Toroso Investments, LLC | 15,807 | $1.99M | 0.06% | −8,252−34.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,869 | $2.00M | 0.21% | −1,600−9.2% | Reduced |
| North Star Investment Management Corp. | 16,018 | $2.02M | 0.16% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 16,270 | $2.05M | 1.09% | +16,270 | New |
| Harbor Capital Advisors, Inc. | 16,605 | $2.09M | 0.42% | +63+0.4% | Added |
| Mission Wealth Management, LP | 16,608 | $2.10M | 0.08% | +253+1.5% | Added |
| Park Avenue Securities LLC | 16,836 | $2.12M | 0.03% | +16,836 | New |
| Legato Capital Management LLC | 17,013 | $2.15M | 0.29% | +6,324+59.2% | Added |
| Horizon Investment Services, LLC | 17,182 | $2.17M | 1.32% | +2,076+13.7% | Added |
| Okabena Investment Services Inc | 17,209 | $2.17M | 1.59% | +4,353+33.9% | Added |
| Vinva Investment Management Ltd | 17,624 | $2.19M | 0.19% | −666−3.6% | Reduced |
| Paloma Partners Management Co | 17,344 | $2.19M | 0.51% | +17,344 | New |
| U.S. Capital Wealth Advisors, LLC | 17,396 | $2.19M | 0.10% | +105+0.6% | Added |
| SYSTM Wealth Solutions LLC | 17,417 | $2.20M | 0.30% | +232+1.4% | Added |
| Everence Capital Management Inc | 19,746 | $2.21M | 0.18% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 17,603 | $2.22M | 1.30% | −89−0.5% | Reduced |
| Assenagon Asset Management S.A. | 17,663 | $2.23M | 0.01% | −232,371−92.9% | Reduced |
| We Are One Seven, LLC | 17,831 | $2.25M | 0.21% | −513−2.8% | Reduced |
| WESCAP Management Group, Inc. | 17,842 | $2.25M | 0.79% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 18,263 | $2.30M | 1.44% | −847−4.4% | Reduced |
| Ergoteles LLC | 18,356 | $2.32M | 0.11% | +18,356 | New |
| LaFleur & Godfrey LLC | 18,550 | $2.34M | 0.35% | −470−2.5% | Reduced |
| Central Trust Co | 18,617 | $2.35M | 0.07% | +1,665+9.8% | Added |
| Empirical Finance, LLC | 18,815 | $2.37M | 0.18% | +2,138+12.8% | Added |
| Berger Financial Group, Inc | 18,856 | $2.38M | 0.27% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 19,036 | $2.40M | 0.47% | −8,161−30.0% | Reduced |
| Benchmark Investment Advisors LLC | 19,167 | $2.42M | 2.23% | −1,688−8.1% | Reduced |
| Ellenbecker Investment Group | 19,321 | $2.44M | 0.61% | +169+0.9% | Added |
| Wisconsin Capital Management LLC | 19,355 | $2.44M | 1.58% | −400−2.0% | Reduced |
| Altrafin AG | 19,360 | $2.44M | 1.10% | +160+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,472 | $2.46M | 0.06% | −489−2.4% | Reduced |
| CWM, LLC | 19,567 | $2.47M | 0.02% | +1,320+7.2% | Added |
| Capital Analysts, LLC | 19,590 | $2.47M | 0.14% | −264−1.3% | Reduced |
| Quantinno Capital Management LP | 19,896 | $2.51M | 0.14% | +4,042+25.5% | Added |
| Hall Laurie J Trustee | 19,915 | $2.51M | 1.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 19,936 | $2.51M | 1.53% | +1,430+7.7% | Added |
| Point72 Europe (London) LLP | 20,000 | $2.52M | 0.37% | +20,000 | New |
| Twin Capital Management Inc | 20,358 | $2.57M | 0.33% | −770−3.6% | Reduced |
| Campbell Newman Asset Management Inc | 20,437 | $2.58M | 0.23% | −80−0.4% | Reduced |
| Albert D Mason Inc | 20,557 | $2.59M | 1.78% | +40.0% | Added |
| Bokf, NA | 20,776 | $2.62M | 0.05% | −2,982−12.6% | Reduced |
| Wellington Management Group LLP | 21,105 | $2.66M | 0.00% | +16,703+379.4% | Added |
| Jefferies Financial Group Inc. | 21,127 | $2.67M | 0.06% | +12,641+149.0% | Added |
| Choate Investment Advisors | 21,140 | $2.67M | 0.11% | −95−0.4% | Reduced |
| American Century Companies Inc | 21,641 | $2.73M | 0.00% | +1,732+8.7% | Added |
| Nemes Rush Group LLC | 21,764 | $2.75M | 0.48% | +21,764 | New |
| Glenmede Trust Co NA | 24,348 | $2.75M | 0.02% | +110.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,160 | $2.79M | 0.21% | −436−1.9% | Reduced |
| First Horizon Advisors, Inc. | 22,231 | $2.80M | 0.10% | −2,495−10.1% | Reduced |
| Chase Investment Counsel Corp | 22,344 | $2.82M | 1.42% | +22,344 | New |
| Trust Co of Oklahoma | 22,350 | $2.82M | 1.04% | −164−0.7% | Reduced |
| Vontobel Holding Ltd. | 22,352 | $2.82M | 0.02% | +2,035+10.0% | Added |
| Van Eck Associates Corp | 22,450 | $2.83M | 0.01% | −9,134−28.9% | Reduced |
| True North Advisors, LLC | 22,558 | $2.85M | 0.81% | +52+0.2% | Added |
| Trinity Financial Advisors LLC | 22,574 | $2.85M | 1.53% | +76+0.3% | Added |
| Meridian Wealth Advisors, LLC | 22,618 | $2.85M | 0.69% | +1,199+5.6% | Added |
| Ieq Capital, LLC | 22,684 | $2.86M | 0.06% | +583+2.6% | Added |
| United Capital Financial Advisers, LLC | 22,751 | $2.87M | 0.02% | −1,822−7.4% | Reduced |
| Ameritas Advisory Services, LLC | 23,112 | $2.89M | 0.37% | +2,855+14.1% | Added |
| Cary Street Partner Investment Advisory LLC | 23,224 | $2.93M | 0.19% | −1,388−5.6% | Reduced |
| Achmea Investment Management B.V. | 23,234 | $2.93M | 0.06% | +4,695+25.3% | Added |
| Carmel Capital Management L.L.C. | 23,315 | $2.94M | 1.53% | +300+1.3% | Added |
| Eads & Heald Wealth Management | 23,552 | $2.97M | 1.46% | −1,218−4.9% | Reduced |
| Advisory Services Network, LLC | 23,595 | $2.98M | 0.08% | −171−0.7% | Reduced |
| Metis Global Partners, LLC | 23,598 | $2.98M | 0.16% | −119−0.5% | Reduced |
| Jag Capital Management, LLC | 23,633 | $2.98M | 0.34% | −8,051−25.4% | Reduced |
| Keeler Thomas Management LLC | 23,680 | $2.99M | 1.21% | +2,100+9.7% | Added |
| Moors & Cabot, Inc. | 23,728 | $2.99M | 0.20% | −127−0.5% | Reduced |
| Argyle Capital Management Inc. | 23,856 | $3.01M | 1.08% | −250−1.0% | Reduced |
| AMG National Trust Bank | 24,188 | $3.05M | 0.10% | −150−0.6% | Reduced |
| Barry Investment Advisors, LLC | 24,327 | $3.07M | 1.04% | −1,463−5.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,355 | $3.07M | 0.04% | +70.0% | Added |
| Cary Street Partners Asset Management LLC | 24,382 | $3.08M | 0.57% | −659−2.6% | Reduced |
| AdvisorShares Investments LLC | 24,754 | $3.12M | 0.89% | +6,080+32.6% | Added |
| Marietta Investment Partners LLC | 24,861 | $3.14M | 0.81% | +20+0.1% | Added |
| Cresset Asset Management, LLC | 24,906 | $3.14M | 0.02% | +20,888+519.9% | Added |
| Anderson Hoagland & Co | 24,909 | $3.14M | 0.40% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 25,000 | $3.15M | 1.57% | +7,000+38.9% | Added |
| Robinson Value Management, Ltd. | 25,227 | $3.18M | 2.30% | +620+2.5% | Added |
| Robbins Farley LLC | 25,543 | $3.22M | 2.34% | −855−3.2% | Reduced |
| HB Wealth Management, LLC | 25,551 | $3.22M | 0.05% | +2,833+12.5% | Added |
| Kestra Advisory Services, LLC | 25,581 | $3.23M | 0.03% | −3,059−10.7% | Reduced |
| Indiana Trust & Investment Management CO | 25,692 | $3.24M | 1.65% | −955−3.6% | Reduced |
| Agate Pass Investment Management, LLC | 26,042 | $3.29M | 1.99% | +1,003+4.0% | Added |
| JustInvest LLC | 26,131 | $3.30M | 0.10% | +3,631+16.1% | Added |