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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 1,660 | $209.4K | 0.02% | −1,168−41.3% | Reduced |
| KCM Investment Advisors LLC | 1,638 | $206.6K | 0.01% | +1,638 | New |
| Palogic Value Management, L.P. | 1,638 | $206.6K | 0.10% | +1,638 | New |
| Phillips Wealth Planners LLC | 1,634 | $206.1K | 0.27% | −280−14.6% | Reduced |
| 25 LLC | 1,600 | $205.9K | 0.11% | −4−0.2% | Reduced |
| L2 Asset Management, LLC | 1,612 | $203.4K | 0.10% | +1,612 | New |
| O'Dell Group, LLC | 1,608 | $202.8K | 0.06% | +1,608 | New |
| Stonegate Investment Group, LLC | 1,605 | $202.5K | 0.01% | +1,605 | New |
| Vision Capital Management, Inc. | 1,602 | $202.1K | 0.03% | +1,602 | New |
| WoodTrust Financial Corp | 1,602 | $202.0K | 0.04% | +1,602 | New |
| Alta Advisers Ltd | 1,600 | $201.8K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,600 | $201.8K | 0.09% | +1,600 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,600 | $201.8K | 0.11% | +1,600 | New |
| Washington Trust Advisors, Inc. | 1,570 | $198.1K | 0.02% | −233−12.9% | Reduced |
| Park Place Capital Corp | 1,548 | $195.3K | 0.06% | −113−6.8% | Reduced |
| Sutton Wealth Advisors Inc. | 1,547 | $195.2K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 1,545 | $194.9K | 0.01% | +14+0.9% | Added |
| Bellevue Asset Management, LLC | 1,540 | $194.3K | 0.12% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,503 | $189.6K | 0.01% | −89−5.6% | Reduced |
| City State Bank | 1,495 | $189.0K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 1,359 | $171.4K | 0.02% | −41−2.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,325 | $167.1K | 0.04% | +410+44.8% | Added |
| Private Ocean, LLC | 1,305 | $164.6K | 0.02% | +762+140.3% | Added |
| Natixis Investment Managers International | 1,248 | $157.4K | 0.01% | −77−5.8% | Reduced |
| Quent Capital, LLC | 1,232 | $155.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,219 | $153.8K | 0.01% | +40+3.4% | Added |
| Independence Bank of Kentucky | 1,205 | $152.0K | 0.06% | −3,195−72.6% | Reduced |
| Crewe Advisors LLC | 1,181 | $149.0K | 0.02% | −76−6.0% | Reduced |
| Coppell Advisory Solutions LLC | 1,181 | $146.5K | 0.04% | +1,181 | New |
| Glassman Wealth Services | 1,155 | $145.7K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $140.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $126.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $126.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,000 | $126.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,111 | $125.0K | 0.00% | −994−47.2% | Reduced |
| Riverview Trust Co | 980 | $123.6K | 0.11% | 00.0% | Unchanged |
| WFA Asset Management Corp | 959 | $121.0K | 0.07% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 919 | $115.9K | 0.13% | −20−2.1% | Reduced |
| Larson Financial Group LLC | 890 | $112.3K | 0.01% | +357+67.0% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $110.0K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 847 | $106.8K | 0.02% | −1,355−61.5% | Reduced |
| Systematic Alpha Investments, LLC | 844 | $106.5K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 834 | $105.2K | 0.02% | +834 | New |
| ICA Group Wealth Management, LLC | 818 | $103.2K | 0.03% | −454−35.7% | Reduced |
| Clear Street Markets LLC | 806 | $102.0K | 0.04% | +766+1,915.0% | Added |
| Evermay Wealth Management LLC | 800 | $100.9K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 730 | $91.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 718 | $91.0K | 0.07% | −110−13.3% | Reduced |
| WFA of San Diego, LLC | 720 | $90.8K | 0.09% | +720 | New |
| Bank of New Hampshire | 710 | $89.6K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $88.3K | 0.08% | −950−57.6% | Reduced |
| First Capital Advisors Group, LLC. | 697 | $87.9K | 0.05% | +697 | New |
| Thompson Siegel & Walmsley LLC | 682 | $86.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 635 | $80.1K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $80.1K | 0.00% | +8+1.3% | Added |
| Deseret Mutual Benefit Administrators | 606 | $76.4K | 0.03% | −9−1.5% | Reduced |
| Global Trust Asset Management, LLC | 606 | $76.4K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 595 | $75.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 591 | $74.6K | 0.04% | +10+1.7% | Added |
| Hoese & Co LLP | 588 | $74.2K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 586 | $73.9K | 0.01% | −45−7.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 579 | $73.0K | 0.43% | +579 | New |
| Bay Harbor Wealth Management, LLC | 565 | $71.3K | 0.03% | −41−6.8% | Reduced |
| Piscataqua Savings Bank | 541 | $68.2K | 0.06% | −8−1.5% | Reduced |
| Castleview Partners, LLC | 539 | $68.0K | 0.06% | +225+71.7% | Added |
| Capstone Investment Advisors, LLC | 535 | $67.5K | 0.00% | −3,590−87.0% | Reduced |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 495 | $62.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 491 | $61.9K | 0.01% | −84−14.6% | Reduced |
| WR Wealth Planners, LLC | 473 | $59.7K | 0.02% | +276+140.1% | Added |
| Investors Research Corp | 454 | $57.3K | 0.01% | −144−24.1% | Reduced |
| Your Advocates Ltd., LLP | 450 | $56.8K | 0.03% | +450 | New |
| FinTrust Capital Advisors, LLC | 551 | $55.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 440 | $55.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 406 | $51.2K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 402 | $50.7K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $50.5K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $49.8K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $48.6K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $46.0K | 0.01% | +5+1.4% | Added |
| Activest Wealth Management | 384 | $44.9K | 0.03% | +333+652.9% | Added |
| Westside Investment Management, Inc. | 351 | $44.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 339 | $42.8K | 0.01% | −165−32.7% | Reduced |
| Loomis Sayles & Co L P | 333 | $42.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 333 | $42.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 328 | $41.4K | 0.01% | +36+12.3% | Added |
| State of Wyoming | 312 | $39.4K | 0.01% | −3,416−91.6% | Reduced |
| IAG Wealth Partners, LLC | 305 | $38.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 304 | $38.4K | 0.01% | +24+8.6% | Added |
| Annapolis Financial Services, LLC | 286 | $36.1K | 0.01% | +286 | New |
| McIlrath & Eck, LLC | 272 | $34.3K | 0.01% | −147−35.1% | Reduced |
| Hexagon Capital Partners LLC | 271 | $34.2K | 0.01% | −5−1.8% | Reduced |
| NewSquare Capital LLC | 262 | $33.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 253 | $31.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 252 | $31.8K | 0.01% | +2+0.8% | Added |
| Monetary Management Group Inc | 250 | $31.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 246 | $31.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 240 | $30.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 236 | $29.8K | 0.01% | +236 | New |