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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 222 | $28.0K | 0.02% | +30+15.6% | Added |
| Hoey Investments, Inc | 218 | $27.5K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 212 | $26.7K | 0.02% | +212 | New |
| Artemis Wealth Advisors, LLC | 208 | $26.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 199 | $25.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $25.0K | 0.01% | −32−13.6% | Reduced |
| GeoWealth Management, LLC | 186 | $24.0K | 0.00% | +5+2.8% | Added |
| JFS Wealth Advisors, LLC | 188 | $23.7K | 0.00% | −4−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 179 | $22.6K | 0.00% | −506−73.9% | Reduced |
| GW&K Investment Management, LLC | 178 | $22.0K | 0.00% | +176+8,800.0% | Added |
| Beacon Capital Management, LLC | 171 | $21.6K | 0.01% | +44+34.6% | Added |
| Institutional & Family Asset Management, LLC | 169 | $21.3K | 0.00% | +6+3.7% | Added |
| Boyd Watterson Asset Management LLC | 160 | $20.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 151 | $19.0K | 0.00% | −85−36.0% | Reduced |
| New Millennium Group LLC | 137 | $17.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 163 | $17.0K | 0.00% | +34+26.4% | Added |
| Grove Bank & Trust | 134 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $16.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 130 | $16.4K | 0.01% | +48+58.5% | Added |
| West Branch Capital LLC | 120 | $15.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 105 | $13.2K | 0.01% | +105 | New |
| Silicon Valley Capital Partners | 100 | $12.6K | 0.00% | −78−43.8% | Reduced |
| Godsey & Gibb Associates | 100 | $12.6K | 0.00% | +100 | New |
| Archer Investment Corp | 93 | $11.7K | 0.00% | +93 | New |
| Delta Asset Management LLC | 90 | $11.4K | 0.00% | −4−4.3% | Reduced |
| PFS Partners, LLC | 90 | $11.4K | 0.01% | +90 | New |
| Arlington Partners LLC | 86 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 78 | $9.81K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 75 | $9.46K | 0.00% | +75 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $9.34K | 0.01% | +74 | New |
| Red Tortoise LLC | 67 | $8.45K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 64 | $8.07K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $7.95K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $7.57K | 0.01% | +8+13.3% | Added |
| Bangor Savings Bank | 58 | $7.32K | 0.00% | −27−31.8% | Reduced |
| Northwest Investment Counselors, LLC | 57 | $7.19K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 48 | $5.99K | 0.00% | +48 | New |
| Bogart Wealth, LLC | 42 | $5.30K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $4.29K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 32 | $4.04K | 0.00% | −2−5.9% | Reduced |
| Clearview Wealth Advisors LLC | 30 | $3.79K | 0.00% | −20−40.0% | Reduced |
| Tompkins Financial Corp | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $3.66K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $3.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $3.28K | 0.00% | +3+13.0% | Added |
| Wolff Wiese Magana LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $3.00K | 0.00% | +37 | New |
| Sofos Investments, Inc. | 126 | $2.86K | 0.01% | +13+11.5% | Added |
| Retirement Group, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 17 | $2.17K | 0.00% | +17 | New |
| JJJ Advisors Inc. | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.26K | 0.00% | −24−70.6% | Reduced |
| Rosenberg Matthew Hamilton | 6 | $757 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $378 | 0.00% | −59−95.2% | Reduced |
| Tfo-TDC, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $126 | 0.00% | +1 | New |
| Comerica Bank | 173 | $12 | 0.00% | +173 | New |
| Baupost Group LLCSuperinvestorBaupost Group | 0 | $0 | 0.00% | −533,382−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −304,000−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −287,648−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −195,622−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −102,879−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −100,537−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −83,207−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −81,863−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −80,459−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −80,022−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −65,816−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −37,778−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −26,422−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,707−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −22,557−100.0% | Sold out |
| Noble Path Asset Management LP | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −15,575−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −13,584−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,379−100.0% | Sold out |