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 |
|---|---|---|---|---|---|
| Waycross Partners, LLC | 3,200 | $403.7K | 0.09% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $403.7K | 0.09% | +3,200 | New |
| Confluence Wealth Services, Inc. | 3,192 | $402.7K | 0.09% | −44−1.4% | Reduced |
| Cowa, LLC | 3,185 | $401.8K | 0.26% | +90+2.9% | Added |
| Atlantic Trust, LLC | 3,138 | $395.9K | 0.13% | +325+11.6% | Added |
| Apeiron RIA LLC | 3,127 | $394.5K | 0.14% | +106+3.5% | Added |
| MMBG Investment Advisors Co. | 3,450 | $394.1K | 0.05% | −110−3.1% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $392.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Services | 3,094 | $390.3K | 0.20% | −96−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,092 | $390.1K | 0.01% | +21+0.7% | Added |
| Riverbridge Partners LLC | 3,080 | $388.5K | 0.00% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,068 | $387.0K | 0.23% | +1,287+72.3% | Added |
| Naples Global Advisors, LLC | 3,047 | $384.4K | 0.05% | +30+1.0% | Added |
| Epic Trust Investment Advisors, LLC | 3,046 | $384.3K | 0.55% | −618−16.9% | Reduced |
| Pointe Capital Management LLC | 3,043 | $383.9K | 0.29% | −67−2.2% | Reduced |
| Legacy Capital Group California, Inc. | 3,026 | $381.7K | 0.16% | +144+5.0% | Added |
| Waypoint Capital Advisors, LLC | 3,023 | $381.4K | 0.12% | +23+0.8% | Added |
| Boston Financial Mangement LLC | 3,018 | $380.7K | 0.01% | −458−13.2% | Reduced |
| Ritholtz Wealth Management | 3,013 | $380.1K | 0.02% | +336+12.6% | Added |
| MONECO Advisors, LLC | 3,012 | $380.0K | 0.10% | −3−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,007 | $379.3K | 0.01% | +25+0.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $377.0K | 0.04% | −100−3.2% | Reduced |
| YHB Investment Advisors, Inc. | 2,979 | $375.8K | 0.04% | −658−18.1% | Reduced |
| JGP Wealth Management, LLC | 2,961 | $373.5K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,960 | $373.0K | 0.01% | −190−6.0% | Reduced |
| Pegasus Partners Ltd. | 2,921 | $368.5K | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 2,918 | $368.1K | 0.05% | +2,918 | New |
| Paradigm Asset Management Co LLC | 2,900 | $365.8K | 0.10% | −12,900−81.6% | Reduced |
| Wambolt & Associates, LLC | 2,879 | $363.2K | 0.13% | −331−10.3% | Reduced |
| Congress Wealth Management LLC | 2,870 | $362.1K | 0.01% | +662+30.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,893 | $362.0K | 0.00% | +139+5.0% | Added |
| Forte Capital LLC | 2,863 | $361.2K | 0.05% | −300−9.5% | Reduced |
| Schmidt P J Investment Management Inc | 2,762 | $359.2K | 0.07% | −10−0.4% | Reduced |
| CRA Financial Services, LLC | 2,843 | $358.6K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,832 | $357.3K | 0.01% | −360−11.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,825 | $356.4K | 0.07% | +553+24.3% | Added |
| Colonial Trust Co | 2,791 | $352.1K | 0.08% | +200+7.7% | Added |
| Richard W. Paul & Associates, LLC | 2,717 | $342.8K | 0.15% | −33−1.2% | Reduced |
| Carlson Capital Management | 2,708 | $341.6K | 0.02% | +118+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 2,695 | $340.0K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,655 | $334.9K | 0.03% | −4,175−61.1% | Reduced |
| Diametric Capital, LP | 2,651 | $334.4K | 0.15% | +2,651 | New |
| Sandler Capital Management | 2,650 | $334.3K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,650 | $334.3K | 0.04% | +227+9.4% | Added |
| WMS Partners, LLC | 2,640 | $333.0K | 0.03% | +5+0.2% | Added |
| Steward Financial Group LLC | 2,638 | $332.0K | 0.11% | +2,638 | New |
| Norwood Financial Corp | 2,625 | $331.1K | 0.50% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,618 | $329.0K | 0.25% | +8+0.3% | Added |
| Meyer Handelman Co | 2,600 | $328.0K | 0.01% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,600 | $328.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 2,596 | $327.5K | 0.05% | +2,596 | New |
| XTX Topco Ltd | 2,593 | $327.1K | 0.06% | +2,593 | New |
| Ingalls & Snyder LLC | 2,568 | $324.0K | 0.02% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 2,564 | $323.4K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,551 | $321.8K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,549 | $321.6K | 0.04% | +63+2.5% | Added |
| Leavell Investment Management, Inc. | 2,545 | $321.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $320.5K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,540 | $320.4K | 0.07% | −14−0.5% | Reduced |
| Arden Trust Co | 2,535 | $320.0K | 0.05% | −801−24.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,533 | $319.5K | 0.05% | −8−0.3% | Reduced |
| Soltis Investment Advisors LLC | 2,501 | $315.5K | 0.04% | −787−23.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $315.4K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,480 | $312.9K | 0.02% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 2,476 | $312.3K | 0.00% | −76,955−96.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,515 | $312.0K | 0.16% | −685−21.4% | Reduced |
| DRW Securities, LLC | 2,471 | $312.0K | 0.02% | +2,471 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,455 | $309.7K | 0.13% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,443 | $308.2K | 0.04% | −494−16.8% | Reduced |
| Janney Capital Management LLC | 2,440 | $308.0K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,423 | $305.7K | 0.15% | −94−3.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,418 | $305.0K | 0.11% | +212+9.6% | Added |
| Beacon Financial Group | 2,458 | $305.0K | 0.04% | −403−14.1% | Reduced |
| Raleigh Capital Management Inc. | 2,414 | $304.5K | 0.15% | −145−5.7% | Reduced |
| TD Private Client Wealth LLC | 2,413 | $304.4K | 0.01% | +744+44.6% | Added |
| South Dakota Investment Council | 2,407 | $304.0K | 0.01% | −5,032−67.6% | Reduced |
| Meitav Dash Investments Ltd | 2,444 | $303.2K | 0.00% | +2,444 | New |
| Corundum Group, Inc. | 2,400 | $302.8K | 0.15% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $301.2K | 0.10% | 00.0% | Unchanged |
| Maven Securities LTD | 2,387 | $301.1K | 0.04% | +2,387 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $299.7K | 0.17% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,375 | $299.6K | 0.04% | −25−1.0% | Reduced |
| Peterson Wealth Services | 2,371 | $299.1K | 0.14% | +25+1.1% | Added |
| One Wealth Advisors, LLC | 2,355 | $297.1K | 0.06% | +25+1.1% | Added |
| Aveo Capital Partners, LLC | 2,354 | $297.0K | 0.04% | +105+4.7% | Added |
| ORG Partners LLC | 2,354 | $296.7K | 0.05% | +2,354 | New |
| Truvestments Capital LLC | 2,348 | $296.2K | 0.15% | −3−0.1% | Reduced |
| PFG Investments, LLC | 2,320 | $292.7K | 0.05% | −143−5.8% | Reduced |
| Allworth Financial LP | 2,320 | $292.7K | 0.00% | −30−1.3% | Reduced |
| Gradient Investments LLC | 2,302 | $290.4K | 0.01% | +26+1.1% | Added |
| First Foundation Advisors | 2,300 | $290.1K | 0.01% | −564−19.7% | Reduced |
| Greenwich Investment Management, Inc. | 2,302 | $290.0K | 0.22% | −10.0% | Reduced |
| Holderness Investments Co | 2,295 | $289.5K | 0.11% | +90+4.1% | Added |
| Capital International Inc | 2,295 | $289.5K | 0.01% | +2,295 | New |
| Brighton Jones LLC | 2,293 | $289.3K | 0.01% | −127−5.2% | Reduced |
| West Coast Financial LLC | 2,292 | $289.1K | 0.04% | −71−3.0% | Reduced |
| Power Corp of Canada | 2,290 | $288.9K | 0.03% | +2,290 | New |
| Horan Securities, Inc. | 2,278 | $287.4K | 0.12% | +41+1.8% | Added |
| Regent Peak Wealth Advisors LLC | 2,270 | $286.4K | 0.08% | −16−0.7% | Reduced |
| Belpointe Asset Management LLC | 2,259 | $285.0K | 0.03% | −2,052−47.6% | Reduced |