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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 2,256 | $284.6K | 0.00% | +201+9.8% | Added |
| Putnam Investments LLC | 2,246 | $283.3K | 0.00% | −44−1.9% | Reduced |
| Sepio Capital, LP | 2,239 | $282.4K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,235 | $281.9K | 0.00% | −358−13.8% | Reduced |
| First Manhattan Co | 2,234 | $281.8K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,257 | $281.1K | 0.01% | −140−5.8% | Reduced |
| Center for Financial Planning, Inc. | 2,227 | $280.9K | 0.06% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $280.6K | 0.11% | +2,224 | New |
| Physicians Financial Services, Inc. | 2,215 | $279.0K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,204 | $278.0K | 0.04% | +21+1.0% | Added |
| Jacobsen Capital Management | 2,203 | $277.9K | 0.14% | −18−0.8% | Reduced |
| Cooper Financial Group | 2,188 | $276.0K | 0.07% | −1,747−44.4% | Reduced |
| Versor Investments LP | 2,188 | $276.0K | 0.05% | +2,188 | New |
| Dechtman Wealth Management, LLC | 2,188 | $276.0K | 0.08% | +2,188 | New |
| Kaizen Financial Strategies | 2,148 | $274.0K | 0.23% | +2,148 | New |
| Advisor Resource Council | 2,161 | $272.6K | 0.16% | +2,161 | New |
| Marcum Wealth, LLC | 2,144 | $270.5K | 0.03% | −113−5.0% | Reduced |
| Canandaigua National Bank & Trust Co | 2,133 | $269.1K | 0.04% | +27+1.3% | Added |
| Quantamental Technologies LLC | 2,125 | $268.1K | 0.11% | +2,125 | New |
| Summit X, LLC | 2,120 | $267.4K | 0.06% | +94+4.6% | Added |
| Keudell/Morrison Wealth Management | 2,115 | $266.8K | 0.08% | +109+5.4% | Added |
| Catalyst Financial Partners LLC | 2,113 | $266.6K | 0.10% | +291+16.0% | Added |
| Baron Wealth Management LLC | 2,109 | $266.1K | 0.17% | +89+4.4% | Added |
| Silver Oak Securities, Inc | 2,103 | $265.0K | 0.04% | +2,103 | New |
| Uncommon Cents Investing LLC | 2,100 | $264.9K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 2,075 | $261.8K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,075 | $261.8K | 0.03% | +164+8.6% | Added |
| De Burlo Group Inc | 2,063 | $260.2K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,060 | $259.9K | 0.08% | +2,060 | New |
| Financial Management Professionals, Inc. | 2,036 | $257.0K | 0.04% | +22+1.1% | Added |
| Old Second National Bank of Aurora | 2,024 | $255.3K | 0.07% | −19,570−90.6% | Reduced |
| Trust Co of Toledo NA | 2,023 | $255.2K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,021 | $255.0K | 0.02% | −1,009−33.3% | Reduced |
| BSW Wealth Partners | 2,002 | $252.6K | 0.05% | −43−2.1% | Reduced |
| LVZ Advisors, Inc. | 2,000 | $252.3K | 0.04% | −66−3.2% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $252.3K | 0.05% | −42−2.1% | Reduced |
| Castleark Management LLC | 2,000 | $252.3K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,990 | $251.0K | 0.02% | −170−7.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,989 | $251.0K | 0.00% | +1,989 | New |
| Goldstein Advisors, LLC | 1,966 | $248.0K | 0.05% | −29−1.5% | Reduced |
| Claro Advisors LLC | 1,965 | $247.9K | 0.06% | +17+0.9% | Added |
| Cambiar Investors LLC | 1,959 | $247.1K | 0.01% | −308,432−99.4% | Reduced |
| Sargent Investment Group, LLC | 1,955 | $246.6K | 0.06% | +35+1.8% | Added |
| Western Wealth Management, LLC | 1,952 | $246.2K | 0.02% | −50−2.5% | Reduced |
| Proficio Capital Partners LLC | 1,950 | $246.0K | 0.03% | +94+5.1% | Added |
| West Family Investments, Inc. | 1,944 | $245.2K | 0.10% | +1,944 | New |
| Legacy Financial Advisors, Inc. | 1,941 | $244.8K | 0.05% | +126+6.9% | Added |
| Enterprise Financial Services Corp | 1,939 | $244.6K | 0.16% | −20−1.0% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $244.5K | 0.14% | 00.0% | Unchanged |
| LCNB Corp | 1,930 | $243.5K | 0.10% | −200−9.4% | Reduced |
| Girard Partners Ltd. | 1,926 | $243.0K | 0.03% | −258−11.8% | Reduced |
| Unique Wealth, LLC | 1,924 | $242.7K | 0.11% | +1,924 | New |
| Ropes Wealth Advisors LLC | 1,912 | $241.2K | 0.04% | +1,912 | New |
| Hennion & Walsh Asset Management, Inc. | 1,910 | $241.0K | 0.01% | +35+1.9% | Added |
| Curated Wealth Partners LLC | 1,910 | $240.9K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,908 | $240.7K | 0.03% | −15−0.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,905 | $240.3K | 0.07% | +1,905 | New |
| CKW Financial Group | 1,900 | $240.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,899 | $239.6K | 0.03% | +8+0.4% | Added |
| Strategic Blueprint, LLC | 1,873 | $236.3K | 0.02% | +1,873 | New |
| Courier Capital LLC | 1,863 | $235.0K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 1,850 | $233.7K | 0.16% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,850 | $233.4K | 0.02% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,847 | $233.0K | 0.09% | +10+0.5% | Added |
| Excalibur Management Corp | 1,844 | $232.6K | 0.12% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,839 | $232.0K | 0.03% | +1,839 | New |
| Edge Capital Group, LLC | 1,836 | $231.6K | 0.01% | −724−28.3% | Reduced |
| Appleton Partners Inc | 1,831 | $231.0K | 0.02% | −360−16.4% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $230.9K | 0.04% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,809 | $228.2K | 0.07% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,794 | $226.3K | 0.03% | −216−10.7% | Reduced |
| Security National Bank of Sioux City Iowa | 1,792 | $226.1K | 0.17% | +1,792 | New |
| Davy Global Fund Management Ltd | 1,788 | $225.6K | 0.04% | −8−0.4% | Reduced |
| Angeles Wealth Management, LLC | 1,783 | $224.9K | 0.03% | +1,783 | New |
| Trust Co of Vermont | 1,775 | $223.9K | 0.01% | +263+17.4% | Added |
| Concord Wealth Partners | 1,774 | $223.8K | 0.05% | +151+9.3% | Added |
| Virtue Capital Management, LLC | 1,791 | $223.7K | 0.04% | +77+4.5% | Added |
| Western Pacific Wealth Management, LP | 1,772 | $223.5K | 0.17% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,770 | $223.3K | 0.22% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,763 | $222.4K | 0.11% | +1,763 | New |
| Ci Investments Inc. | 1,760 | $222.0K | 0.00% | −84,622−98.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,753 | $221.1K | 0.02% | +1,753 | New |
| American Money Management, LLC | 1,750 | $220.8K | 0.06% | +1,750 | New |
| IHT Wealth Management, LLC | 1,747 | $220.4K | 0.01% | +1,747 | New |
| Norris Perne & French LLP | 1,746 | $220.3K | 0.02% | +1,746 | New |
| Front Barnett Associates LLC | 1,740 | $220.0K | 0.02% | −200−10.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,743 | $219.9K | 0.08% | −250−12.5% | Reduced |
| Perigon Wealth Management, LLC | 1,738 | $219.2K | 0.01% | +1,738 | New |
| Harvest Fund Management Co., Ltd | 1,738 | $219.0K | 0.04% | −795−31.4% | Reduced |
| GraniteShares Advisors LLC | 1,734 | $218.7K | 0.20% | +1,734 | New |
| Schnieders Capital Management LLC | 1,722 | $217.2K | 0.05% | +1,722 | New |
| IVC Wealth Advisors LLC | 1,722 | $217.2K | 0.14% | +1,722 | New |
| Nicholas Hoffman & Company, LLC. | 1,704 | $215.0K | 0.01% | +1,704 | New |
| Callan Family Office, LLC | 1,702 | $214.7K | 0.06% | −11,936−87.5% | Reduced |
| Union Savings Bank | 1,700 | $214.6K | 0.13% | +1,700 | New |
| Gyroscope Capital Management Group, LLC | 1,700 | $214.5K | 0.05% | −12,448−88.0% | Reduced |
| Hartline Investment Corp | 1,686 | $212.7K | 0.04% | +1,686 | New |
| Oxbow Advisors, LLC | 1,676 | $211.4K | 0.03% | +1,676 | New |
| Everhart Financial Group, Inc. | 1,674 | $211.2K | 0.09% | +1,674 | New |
| Avestar Capital, LLC | 1,670 | $210.7K | 0.04% | +1,670 | New |