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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 6,568 | $828.6K | 0.20% | +92+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 6,510 | $821.2K | 0.15% | −2,360−26.6% | Reduced |
| Gamco Investors, Inc. Et Al | 6,500 | $820.0K | 0.01% | −1,400−17.7% | Reduced |
| Central Bank & Trust Co | 6,468 | $815.9K | 0.14% | 00.0% | Unchanged |
| Wright Investors Service Inc | 6,412 | $808.9K | 0.23% | −406−6.0% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $807.4K | 0.57% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 6,367 | $803.2K | 0.40% | −4−0.1% | Reduced |
| David Loasby | 6,405 | $803.1K | 0.09% | −49−0.8% | Reduced |
| IPG Investment Advisors LLC | 6,330 | $798.5K | 0.17% | +6,330 | New |
| Greatmark Investment Partners, Inc. | 6,310 | $796.0K | 0.13% | +6,310 | New |
| Stock Yards Bank & Trust Co | 6,301 | $794.9K | 0.03% | −1,865−22.8% | Reduced |
| Merit Financial Group, LLC | 6,274 | $791.5K | 0.03% | +827+15.2% | Added |
| Beacon Pointe Advisors, LLC | 6,261 | $789.8K | 0.01% | −8,311−57.0% | Reduced |
| Kowal Investment Group, LLC | 6,182 | $779.9K | 0.21% | −106−1.7% | Reduced |
| Wintrust Investments LLC | 6,149 | $776.0K | 0.08% | −200−3.2% | Reduced |
| Integrated Advisors Network LLC | 6,129 | $773.2K | 0.04% | −69−1.1% | Reduced |
| Eukles Asset Management | 6,106 | $770.3K | 0.39% | +55+0.9% | Added |
| Strategic Investment Advisors | 6,064 | $765.0K | 0.11% | −173−2.8% | Reduced |
| Whittier Trust Co | 6,049 | $763.1K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,040 | $761.9K | 0.14% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,983 | $754.8K | 0.10% | +3,330+125.5% | Added |
| Ballentine Partners, LLC | 5,943 | $749.7K | 0.02% | +68+1.2% | Added |
| Greystone Financial Group, LLC | 5,937 | $749.0K | 0.17% | +5,937 | New |
| ExodusPoint Capital Management, LP | 5,918 | $747.0K | 0.01% | +5,918 | New |
| Mutual Advisors, LLC | 5,911 | $745.7K | 0.03% | +20+0.3% | Added |
| Boston Trust Walden Corp | 5,893 | $743.4K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,993 | $743.4K | 0.03% | +812+15.7% | 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 |
| Eqis Capital Management, Inc. | 5,867 | $740.1K | 0.08% | +232+4.1% | Added |
| Forum Financial Management, LP | 5,844 | $737.2K | 0.02% | +692+13.4% | Added |
| Savant Capital, LLC | 5,840 | $736.7K | 0.01% | −32−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,830 | $735.5K | 0.07% | +211+3.8% | Added |
| Integral Investment Advisors, Inc. | 5,807 | $732.6K | 0.49% | −21−0.4% | Reduced |
| Independent Advisor Alliance | 5,771 | $728.0K | 0.03% | +170+3.0% | Added |
| Atlas Capital Advisors LLC | 5,763 | $727.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,741 | $724.2K | 0.28% | +5,741 | New |
| Ascent Group, LLC | 5,769 | $722.3K | 0.08% | +5,769 | New |
| SkyOak Wealth, LLC | 5,705 | $719.7K | 0.20% | −384−6.3% | Reduced |
| Copperwynd Financial, LLC | 5,703 | $719.5K | 0.34% | +82+1.5% | Added |
| 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 |
| Shepherd Financial Partners LLC | 5,610 | $707.6K | 0.11% | −9−0.2% | Reduced |
| Rehmann Capital Advisory Group | 5,609 | $707.6K | 0.06% | −313−5.3% | Reduced |
| Tectonic Advisors LLC | 5,606 | $707.2K | 0.09% | −3,695−39.7% | Reduced |
| Voya Financial Advisors, Inc. | 5,671 | $703.5K | 0.08% | −60−1.0% | Reduced |
| Chesapeake Wealth Management | 5,475 | $690.7K | 0.27% | −15−0.3% | Reduced |
| CFO4Life Group, LLC | 5,474 | $690.5K | 0.15% | +38+0.7% | Added |
| Bank of Stockton | 5,452 | $687.8K | 0.24% | −15−0.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,445 | $686.9K | 0.20% | −3,963−42.1% | Reduced |
| Comerica Securities,inc. | 5,439 | $686.1K | 0.05% | +3,514+182.5% | Added |
| Johnson Financial Group, Inc. | 5,436 | $685.8K | 0.05% | −2,725−33.4% | Reduced |
| LVM Capital Management Ltd | 5,425 | $684.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Cape Cod Five Cents Savings Bank | 5,386 | $679.4K | 0.07% | −31,889−85.6% | Reduced |
| First American Trust, FSB | 5,367 | $677.0K | 0.09% | +18+0.3% | Added |
| Abacus Wealth Partners, LLC | 5,341 | $673.8K | 0.20% | +5+0.1% | Added |
| Fox Run Management, L.L.C. | 5,329 | $672.3K | 0.19% | −1,380−20.6% | Reduced |
| Econ Financial Services Corp | 5,325 | $671.7K | 0.47% | −5,327−50.0% | Reduced |
| Modera Wealth Management, LLC | 5,322 | $671.4K | 0.01% | +2,849+115.2% | Added |
| Outlook Wealth Advisors, LLC | 5,317 | $670.7K | 0.25% | +325+6.5% | Added |
| Capital Investment Advisors, LLC | 5,311 | $670.0K | 0.02% | −36−0.7% | Reduced |
| Optas, LLC | 5,269 | $664.7K | 0.22% | +28+0.5% | Added |
| NBT Bank N A | 5,268 | $664.6K | 0.09% | −405−7.1% | Reduced |
| Lindbrook Capital, LLC | 5,211 | $657.4K | 0.07% | −9−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,196 | $656.0K | 0.09% | −12−0.2% | Reduced |
| Bridge Advisory, LLC | 5,200 | $656.0K | 0.24% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 5,199 | $655.9K | 0.17% | −1,337−20.5% | Reduced |
| Oakworth Capital, Inc. | 5,155 | $650.3K | 0.06% | +5,046+4,629.4% | Added |
| Connectus Wealth, LLC | 5,147 | $649.4K | 0.02% | +95+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,138 | $648.2K | 0.07% | −15,605−75.2% | Reduced |
| Canada Pension Plan Investment Board | 5,129 | $647.0K | 0.00% | −24,821−82.9% | Reduced |
| Assetmark, Inc | 5,101 | $643.5K | 0.00% | +412+8.8% | Added |
| Forbes J M & Co LLP | 5,096 | $643.0K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,045 | $636.4K | 0.03% | −455−8.3% | Reduced |
| United Community Bank | 5,011 | $632.1K | 0.55% | −280−5.3% | Reduced |
| Smith, Moore & Co. | 4,980 | $628.2K | 0.08% | +798+19.1% | Added |
| Principle Wealth Partners LLC | 4,963 | $626.1K | 0.06% | −37−0.7% | Reduced |
| Vista Investment Management | 4,931 | $622.0K | 0.31% | −121−2.4% | Reduced |
| Ellis Investment Partners, LLC | 4,930 | $621.9K | 0.15% | +400+8.8% | Added |
| Federated Hermes, Inc. | 4,885 | $616.2K | 0.00% | +797+19.5% | Added |
| V-Square Quantitative Management LLC | 4,866 | $613.8K | 0.45% | +4,866 | New |
| Evergreen Wealth Solutions, LLC | 4,804 | $606.0K | 0.61% | +321+7.2% | Added |
| Mystic Asset Management, Inc. | 4,801 | $605.6K | 0.32% | −35−0.7% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $605.5K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,797 | $605.1K | 0.06% | −79−1.6% | Reduced |
| Oppenheimer & Co Inc | 4,760 | $600.5K | 0.01% | −20−0.4% | Reduced |
| Tributary Capital Management, LLC | 4,675 | $589.8K | 0.05% | −130−2.7% | Reduced |
| IFP Advisors, Inc | 8,028 | $588.7K | 0.03% | +947+13.4% | Added |
| Roberts Glore & Co Inc | 4,666 | $588.6K | 0.19% | −120−2.5% | Reduced |
| Symmetry Partners, LLC | 4,645 | $586.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,635 | $584.7K | 0.03% | +4,635 | New |
| Operose Advisors LLC | 4,634 | $584.6K | 0.26% | +3,684+387.8% | Added |
| Retirement Planning Co of New England, Inc. | 4,625 | $583.4K | 0.34% | −530−10.3% | Reduced |
| Cascade Investment Group, Inc. | 4,617 | $582.4K | 0.53% | +119+2.6% | Added |
| GM Advisory Group, Inc. | 4,613 | $581.9K | 0.05% | +4,613 | New |
| Checchi Capital Advisers, LLC | 4,605 | $580.9K | 0.05% | +24+0.5% | Added |
| 1st Source Bank | 4,575 | $577.1K | 0.04% | −140−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,544 | $573.2K | 0.20% | −21−0.5% | Reduced |