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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 106,447 | $13.4M | 0.03% | −3,761−3.4% | Reduced |
| Vident Investment Advisory, LLC | 106,087 | $13.4M | 0.46% | +520+0.5% | Added |
| McRae Capital Management Inc | 105,808 | $13.3M | 3.79% | +175+0.2% | Added |
| Utah Retirement Systems | 105,560 | $13.3M | 0.18% | +700+0.7% | Added |
| Punch & Associates Investment Management, Inc. | 105,487 | $13.3M | 0.81% | −1,177−1.1% | Reduced |
| Covington Investment Advisors Inc. | 104,607 | $13.2M | 2.64% | +510+0.5% | Added |
| ClariVest Asset Management LLC | 104,166 | $13.1M | 0.66% | −19,200−15.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 103,204 | $13.0M | 3.41% | +16,864+19.5% | Added |
| CCM Investment Advisers LLC | 102,274 | $12.9M | 1.73% | −1,662−1.6% | Reduced |
| River & Mercantile Asset Management LLP | 100,274 | $12.6M | 2.50% | −1,040−1.0% | Reduced |
| USS Investment Management Ltd | 100,124 | $12.6M | 0.15% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 105,277 | $12.6M | 3.25% | −3,810−3.5% | Reduced |
| Zacks Investment Management | 99,698 | $12.6M | 0.16% | −39,733−28.5% | Reduced |
| Busey Wealth Management | 97,743 | $12.3M | 0.50% | −5,010−4.9% | Reduced |
| Public Sector Pension Investment Board | 97,705 | $12.3M | 0.09% | −9,156−8.6% | Reduced |
| Oppenheimer Asset Management Inc. | 97,456 | $12.3M | 0.18% | −746−0.8% | Reduced |
| Agf Management Ltd | 96,021 | $12.1M | 0.09% | −30,699−24.2% | Reduced |
| First National Trust Co | 93,583 | $11.8M | 0.55% | +1,621+1.8% | Added |
| Mutual of America Capital Management LLC | 93,452 | $11.8M | 0.13% | +2,661+2.9% | Added |
| Lee Danner & Bass Inc | 93,161 | $11.8M | 1.01% | −972−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 92,904 | $11.7M | 0.18% | +7,847+9.2% | Added |
| MML Investors Services, LLC | 91,343 | $11.5M | 0.06% | +20,809+29.5% | Added |
| Robertson Opportunity Capital, LLC | 91,083 | $11.5M | 5.55% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 91,012 | $11.5M | 0.12% | +11,959+15.1% | Added |
| Balyasny Asset Management LLC | 90,367 | $11.4M | 0.03% | −530,288−85.4% | Reduced |
| Baldwin Brothers Inc | 89,997 | $11.4M | 0.93% | −3,664−3.9% | Reduced |
| APG Asset Management N.V. | 97,800 | $11.3M | 0.02% | −518,122−84.1% | Reduced |
| Vestor Capital, LLC | 89,613 | $11.3M | 1.19% | +1,808+2.1% | Added |
| Xponance, Inc. | 89,490 | $11.3M | 0.15% | +11,566+14.8% | Added |
| GAM Holding AG | 89,262 | $11.3M | 0.78% | −105−0.1% | Reduced |
| Kidder Stephen W | 89,164 | $11.2M | 3.68% | +226+0.3% | Added |
| Logan Capital Management Inc | 88,783 | $11.2M | 0.54% | −8,457−8.7% | Reduced |
| Yousif Capital Management, LLC | 88,085 | $11.1M | 0.14% | −183−0.2% | Reduced |
| Allianz Asset Management GmbH | 88,082 | $11.1M | 0.02% | −232,235−72.5% | Reduced |
| Rockefeller Capital Management L.P. | 110,384 | $11.0M | 0.04% | +9,074+9.0% | Added |
| Farmers & Merchants Investments Inc | 86,549 | $10.9M | 0.41% | −6,043−6.5% | Reduced |
| State of Alaska, Department of Revenue | 86,248 | $10.9M | 0.13% | −10,993−11.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 86,190 | $10.9M | 2.22% | +1,756+2.1% | Added |
| Engle Capital Management, L.P. | 86,000 | $10.8M | 3.36% | +86,000 | New |
| Broderick Brian C | 85,825 | $10.8M | 2.86% | −380−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 82,691 | $10.4M | 2.04% | +4,225+5.4% | Added |
| Matrix Asset Advisors Inc | 82,203 | $10.4M | 1.43% | −1,616−1.9% | Reduced |
| Synovus Financial Corp | 81,852 | $10.3M | 0.11% | −4,429−5.1% | Reduced |
| Legacy Private Trust Co. | 81,392 | $10.3M | 0.85% | −4,011−4.7% | Reduced |
| Bell Asset Management Ltd | 81,385 | $10.3M | 1.76% | −300−0.4% | Reduced |
| Shelton Capital Management | 81,273 | $10.3M | 0.37% | −40,791−33.4% | Reduced |
| Redwood Grove Capital, LLC | 80,498 | $10.2M | 4.30% | −15,600−16.2% | Reduced |
| Bank of Nova Scotia | 80,275 | $10.1M | 0.03% | −94,275−54.0% | Reduced |
| Puzo Michael J | 80,074 | $10.1M | 3.20% | −155−0.2% | Reduced |
| Romano Brothers and Company | 78,837 | $9.95M | 1.48% | −287−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 77,999 | $9.84M | 0.29% | −3,043−3.8% | Reduced |
| Harber Asset Management LLC | 77,399 | $9.76M | 2.59% | +5,474+7.6% | Added |
| Perennial Advisors, LLC | 77,290 | $9.75M | 2.49% | +466+0.6% | Added |
| CIBC World Markets Inc. | 77,271 | $9.75M | 0.03% | +11,885+18.2% | Added |
| Schroder Investment Management Group | 76,040 | $9.59M | 0.01% | +14,265+23.1% | Added |
| Steamboat Capital Partners, LLC | 75,337 | $9.50M | 3.28% | −9,663−11.4% | Reduced |
| Prio Wealth Limited Partnership | 74,838 | $9.44M | 0.34% | 00.0% | Unchanged |
| Bailard, Inc. | 74,636 | $9.42M | 0.33% | +1,003+1.4% | Added |
| Czech National Bank | 73,078 | $9.22M | 0.21% | −1,731−2.3% | Reduced |
| Graham Capital Management, L.P. | 72,973 | $9.21M | 0.32% | +65,534+881.0% | Added |
| Bellecapital International Ltd. | 72,716 | $9.17M | 2.22% | +359+0.5% | Added |
| Addenda Capital Inc. | 72,697 | $9.17M | 0.38% | −19,915−21.5% | Reduced |
| Ethic Inc. | 72,632 | $9.16M | 0.34% | −3,696−4.8% | Reduced |
| Bragg Financial Advisors, Inc | 72,482 | $9.14M | 0.50% | +397+0.6% | Added |
| Cheviot Value Management, LLC | 72,429 | $9.14M | 1.99% | +140+0.2% | Added |
| Bahl & Gaynor Inc | 71,384 | $9.01M | 0.05% | −9,833−12.1% | Reduced |
| Spire Wealth Management | 70,998 | $8.96M | 0.33% | +538+0.8% | Added |
| Marvin & Palmer Associates Inc | 70,850 | $8.94M | 4.03% | +70,850 | New |
| Headinvest, LLC | 71,142 | $8.93M | 1.93% | −1,545−2.1% | Reduced |
| Citadel Advisors LLC | 70,766 | $8.93M | 0.01% | −29,449−29.4% | Reduced |
| Webster Bank, N. A. | 70,625 | $8.91M | 1.15% | +184+0.3% | Added |
| Daiwa Securities Group Inc. | 70,501 | $8.89M | 0.06% | −23,531−25.0% | Reduced |
| Legal Advantage Investments, Inc. | 69,527 | $8.77M | 5.85% | −2,000−2.8% | Reduced |
| Nissay Asset Management Corp | 69,182 | $8.73M | 0.08% | +402+0.6% | Added |
| 1832 Asset Management L.P. | 68,483 | $8.64M | 0.02% | +5,771+9.2% | Added |
| Thompson Investment Management, Inc. | 68,421 | $8.63M | 1.40% | −18,335−21.1% | Reduced |
| Woodstock Corp | 68,213 | $8.61M | 1.02% | +595+0.9% | Added |
| Longbow Finance SA | 67,611 | $8.53M | 0.99% | −45−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 67,104 | $8.47M | 0.21% | −839−1.2% | Reduced |
| First Hawaiian Bank | 67,082 | $8.46M | 0.28% | −1,141−1.7% | Reduced |
| Westpac Banking Corp | 66,469 | $8.39M | 0.59% | −48,219−42.0% | Reduced |
| Running Oak Capital LLC | 65,864 | $8.31M | 2.04% | +3,320+5.3% | Added |
| Jane Street Group, LLC | 65,597 | $8.28M | 0.01% | −24,562−27.2% | Reduced |
| Invenomic Capital Management LP | 65,504 | $8.26M | 0.46% | −137,656−67.8% | Reduced |
| LSV Asset Management | 65,200 | $8.22M | 0.02% | +2,300+3.7% | Added |
| Hantz Financial Services, Inc. | 65,172 | $8.22M | 0.21% | −813−1.2% | Reduced |
| Papp L Roy & Associates | 65,039 | $8.20M | 1.05% | +745+1.2% | Added |
| American National Bank | 65,004 | $8.20M | 1.38% | +20,993+47.7% | Added |
| Alpine Woods Capital Investors, LLC | 64,935 | $8.19M | 1.28% | −300−0.5% | Reduced |
| Live Oak Private Wealth LLC | 64,478 | $8.13M | 1.62% | +76+0.1% | Added |
| Brinker Capital Investments, LLC | 63,893 | $8.06M | 0.09% | −1,648−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 63,893 | $8.06M | 0.09% | −1,648−2.5% | Reduced |
| Middleton & Co Inc | 63,632 | $8.03M | 1.06% | +1,422+2.3% | Added |
| Gulf International Bank (UK) Ltd | 62,904 | $7.93M | 0.20% | −16,675−21.0% | Reduced |
| Marks Group Wealth Management, Inc | 62,791 | $7.92M | 0.94% | −1,299−2.0% | Reduced |
| Cozad Asset Management Inc | 62,791 | $7.92M | 0.99% | −3,205−4.9% | Reduced |
| Intech Investment Management LLC | 62,752 | $7.92M | 0.08% | −51,913−45.3% | Reduced |
| Tocqueville Asset Management L.P. | 60,367 | $7.62M | 0.14% | +2,600+4.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.57M | 0.10% | 00.0% | Unchanged |
| Summit Global Investments | 59,745 | $7.54M | 0.50% | −2,009−3.3% | Reduced |