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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 4,524 | $570.7K | 0.07% | −574−11.3% | Reduced |
| Condor Capital Management | 4,494 | $566.9K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,488 | $566.2K | 0.02% | −228−4.8% | Reduced |
| Caldwell Trust Co | 4,483 | $565.5K | 0.07% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,479 | $565.0K | 0.23% | −655−12.8% | Reduced |
| Sentry Investment Management LLC | 4,467 | $564.0K | 0.21% | +261+6.2% | Added |
| Tiemann Investment Advisors, LLC | 4,470 | $563.9K | 0.29% | +20+0.4% | Added |
| US Asset Management LLC | 4,447 | $561.0K | 0.59% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,402 | $555.3K | 0.19% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,400 | $555.1K | 0.01% | +4,400 | New |
| Herr Investment Group LLC | 4,376 | $552.0K | 0.17% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,368 | $551.0K | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,342 | $547.7K | 0.04% | +65+1.5% | Added |
| Penbrook Management LLC | 4,330 | $546.2K | 0.40% | −100−2.3% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $542.4K | 0.14% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $539.9K | 0.12% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,270 | $538.7K | 0.09% | +2,070+94.1% | Added |
| LMR Partners LLP | 4,265 | $538.0K | 0.01% | +4,265 | New |
| Conning Inc. | 4,251 | $536.3K | 0.02% | −520−10.9% | Reduced |
| AtonRa Partners | 4,251 | $536.3K | 0.83% | −65−1.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,245 | $535.5K | 0.18% | −296−6.5% | Reduced |
| ERn Financial, LLC | 4,245 | $535.5K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,244 | $535.4K | 0.02% | +1,696+66.6% | Added |
| EA Series Trust | 4,244 | $535.4K | 0.02% | +4,244 | New |
| Avantax Planning Partners, Inc. | 4,242 | $535.1K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,225 | $532.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 4,211 | $531.2K | 0.27% | −31−0.7% | Reduced |
| Optimum Investment Advisors | 4,200 | $529.8K | 0.26% | +500+13.5% | Added |
| Fishman Jay A Ltd | 4,180 | $527.3K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,154 | $524.0K | 0.15% | −2,723−39.6% | Reduced |
| Intellectus Partners, LLC | 4,095 | $516.6K | 0.16% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,093 | $516.3K | 0.06% | −301−6.9% | Reduced |
| Continuum Advisory, LLC | 4,092 | $516.2K | 0.08% | +33+0.8% | Added |
| First Heartland Consultants, Inc. | 4,089 | $515.8K | 0.07% | −3−0.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,082 | $514.9K | 0.10% | −147−3.5% | Reduced |
| KMG Fiduciary Partners, LLC | 4,080 | $514.7K | 0.07% | +4,080 | New |
| Stephenson National Bank & Trust | 4,078 | $514.4K | 0.28% | −17−0.4% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $513.9K | 0.14% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,516 | $510.4K | 0.39% | 00.0% | Unchanged |
| CX Institutional | 4,042 | $509.9K | 0.03% | +509+14.4% | Added |
| Argonautica Private Wealth Management, Inc | 4,027 | $508.0K | 0.23% | +33+0.8% | Added |
| Ironsides Asset Advisors, LLC | 4,025 | $507.8K | 0.22% | −160−3.8% | Reduced |
| Copperleaf Capital, LLC | 4,022 | $507.4K | 0.48% | −704−14.9% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $505.0K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $504.6K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $504.6K | 0.07% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $501.7K | 0.11% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,972 | $501.0K | 0.32% | −120−2.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,954 | $498.8K | 0.19% | +3,280+486.6% | Added |
| Jackson Wealth Management, LLC | 3,933 | $496.0K | 0.07% | +3,933 | New |
| Foster & Motley Inc | 3,926 | $495.0K | 0.04% | +1,815+86.0% | Added |
| SkyView Investment Advisors, LLC | 3,918 | $494.0K | 0.12% | +3,918 | New |
| 9258 Wealth Management, LLC | 3,897 | $491.6K | 0.09% | +561+16.8% | Added |
| FDx Advisors, Inc. | 3,890 | $491.0K | 0.03% | −4,293−52.5% | Reduced |
| Madrona Financial Services, LLC | 3,865 | $487.6K | 0.24% | −21−0.5% | Reduced |
| KB Financial Partners, LLC | 3,860 | $487.0K | 0.13% | +3,534+1,084.0% | Added |
| Engineers Gate Manager LP | 3,859 | $486.8K | 0.02% | −10,500−73.1% | Reduced |
| Heritage Wealth Advisors | 3,828 | $482.9K | 0.03% | +28+0.7% | Added |
| Wealthsource Partners, LLC | 3,813 | $481.0K | 0.03% | +3,813 | New |
| Alpha Family Trust | 3,805 | $480.0K | 0.34% | 00.0% | Unchanged |
| Santori & Peters | 3,794 | $478.6K | 0.24% | −7−0.2% | Reduced |
| Parallel Advisors, LLC | 3,755 | $473.7K | 0.02% | +382+11.3% | Added |
| Fairfield, Bush & Co. | 3,740 | $471.8K | 0.13% | −700−15.8% | Reduced |
| Opal Wealth Advisors, LLC | 3,693 | $465.9K | 0.23% | −602−14.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,690 | $465.4K | 0.04% | −126−3.3% | Reduced |
| Centennial Wealth Advisory LLC | 3,672 | $463.2K | 0.24% | +3,672 | New |
| Long Run Wealth Advisors, LLC | 3,667 | $462.6K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,653 | $460.8K | 0.02% | −1,749−32.4% | Reduced |
| Segall Bryant & Hamill, LLC | 3,641 | $459.3K | 0.00% | −52−1.4% | Reduced |
| Ariel Investments, LLC | 3,616 | $456.2K | 0.00% | +424+13.3% | Added |
| Parkside Financial Bank & Trust | 3,607 | $455.0K | 0.11% | +1,553+75.6% | Added |
| Epiq Partners, LLC | 3,586 | $452.4K | 0.31% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,583 | $452.0K | 0.05% | −100−2.7% | Reduced |
| Empirical Asset Management, LLC | 3,574 | $450.9K | 0.40% | +3,574 | New |
| Financial Planning & Information Services, Inc. | 3,548 | $447.6K | 0.08% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 3,523 | $444.4K | 0.01% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,517 | $443.7K | 0.20% | +623+21.5% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $439.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,417 | $437.4K | 0.05% | +320+10.3% | Added |
| TRUE Private Wealth Advisors | 3,462 | $436.7K | 0.06% | +78+2.3% | Added |
| Dynamic Advisor Solutions LLC | 3,455 | $435.8K | 0.02% | +942+37.5% | Added |
| Empower Advisory Group, LLC | 3,426 | $432.2K | 0.00% | −13−0.4% | Reduced |
| Cookson Peirce & Co Inc | 3,424 | $432.0K | 0.03% | −119−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,397 | $428.5K | 0.02% | +263+8.4% | Added |
| Roundview Capital LLC | 3,387 | $427.3K | 0.04% | +42+1.3% | Added |
| Geller Advisors LLC | 3,378 | $426.1K | 0.05% | +543+19.2% | Added |
| Palumbo Wealth Management LLC | 3,375 | $425.8K | 0.26% | +3,375 | New |
| Coastal Investment Advisors, Inc. | 3,366 | $424.6K | 0.09% | +915+37.3% | Added |
| Grandfield & Dodd, LLC | 3,361 | $424.0K | 0.03% | +10.0% | Added |
| Hoylecohen, LLC | 3,355 | $423.2K | 0.04% | −99−2.9% | Reduced |
| Tobam | 3,347 | $422.0K | 0.03% | +289+9.5% | Added |
| First Citizens Bank & Trust Co | 3,329 | $420.0K | 0.01% | −86−2.5% | Reduced |
| Wealth Alliance | 3,312 | $417.8K | 0.06% | +273+9.0% | Added |
| HF Advisory Group, LLC | 3,299 | $416.2K | 0.33% | −112−3.3% | Reduced |
| Invesco, LLC | 3,282 | $414.0K | 0.20% | +3,282 | New |
| Lumature Wealth Partners, LLC | 3,281 | $413.9K | 0.25% | +127+4.0% | Added |
| Level Four Advisory Services, LLC | 3,277 | $413.4K | 0.02% | −850−20.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,263 | $411.6K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 3,248 | $409.7K | 0.25% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,240 | $408.7K | 0.02% | −70−2.1% | Reduced |