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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 59,658 | $7.53M | 0.03% | +911+1.6% | Added |
| Chesley Taft & Associates LLC | 59,215 | $7.47M | 0.46% | +195+0.3% | Added |
| Palmer Knight Co | 59,032 | $7.45M | 4.47% | +1,544+2.7% | Added |
| Great Valley Advisor Group, Inc. | 58,619 | $7.40M | 0.31% | +4,142+7.6% | Added |
| Peapack Gladstone Financial Corp | 57,952 | $7.31M | 0.13% | +2,767+5.0% | Added |
| FineMark National Bank & Trust | 57,866 | $7.30M | 0.30% | +620+1.1% | Added |
| M&R Capital Management Inc | 56,945 | $7.18M | 1.88% | +191+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 56,710 | $7.15M | 0.03% | +1,418+2.6% | Added |
| SG Americas Securities, LLC | 56,335 | $7.11M | 0.06% | −6,703−10.6% | Reduced |
| PFS Investments Inc. | 56,016 | $7.07M | 0.12% | −11,915−17.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,655 | $7.02M | 0.11% | +1,166+2.1% | Added |
| Cinctive Capital Management LP | 55,615 | $7.02M | 0.28% | +55,615 | New |
| Smithbridge Asset Management Inc | 55,402 | $6.99M | 1.64% | −219−0.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 55,000 | $6.94M | 0.33% | −21,000−27.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 54,993 | $6.94M | 0.24% | +54,903+61,003.3% | Added |
| Brooktree Capital Management | 54,958 | $6.93M | 5.27% | −533−1.0% | Reduced |
| Contravisory Investment Management, Inc. | 54,834 | $6.92M | 1.83% | +1,822+3.4% | Added |
| Hunter Perkins Capital Management, LLC | 113,423 | $6.91M | 1.47% | +54,739+93.3% | Added |
| Builder Investment Group Inc | 54,536 | $6.88M | 2.69% | −824−1.5% | Reduced |
| First National Bank of Omaha | 54,366 | $6.86M | 0.39% | −2,004−3.6% | Reduced |
| BTC Capital Management, Inc. | 54,338 | $6.85M | 0.74% | −2,008−3.6% | Reduced |
| Tiff Advisory Services Inc | 54,089 | $6.82M | 1.63% | −36,619−40.4% | Reduced |
| Liberty Capital Management, Inc. | 53,678 | $6.77M | 2.03% | +163+0.3% | Added |
| Hills Bank & Trust Co | 53,592 | $6.76M | 0.87% | −1,558−2.8% | Reduced |
| Atria Investments LLC | 52,985 | $6.68M | 0.12% | +29+0.1% | Added |
| Cyrus J. Lawrence, LLC | 52,471 | $6.62M | 1.90% | +948+1.8% | Added |
| Cox Capital Mgt LLC | 52,130 | $6.58M | 4.85% | −1,836−3.4% | Reduced |
| ProVise Management Group, LLC | 52,103 | $6.57M | 0.60% | +1,229+2.4% | Added |
| Eagle Asset Management Inc | 51,748 | $6.53M | 0.04% | +4,505+9.5% | Added |
| Captrust Financial Advisors | 51,699 | $6.52M | 0.03% | +491+1.0% | Added |
| Snowden Capital Advisors LLC | 51,668 | $6.52M | 0.23% | −2,221−4.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 51,626 | $6.51M | 0.49% | −1,178−2.2% | Reduced |
| HM Payson & Co | 51,356 | $6.48M | 0.15% | −353−0.7% | Reduced |
| Securian Asset Management, Inc | 51,291 | $6.47M | 0.17% | −2,144−4.0% | Reduced |
| Redmond Asset Management, LLC | 51,147 | $6.45M | 2.10% | +61+0.1% | Added |
| Elo Mutual Pension Insurance Co | 51,072 | $6.44M | 0.19% | +5,702+12.6% | Added |
| Notis-McConarty Edward | 50,550 | $6.38M | 2.43% | +1,155+2.3% | Added |
| Kentucky Retirement Systems | 49,633 | $6.26M | 0.21% | −577−1.1% | Reduced |
| Sendero Wealth Management, LLC | 49,607 | $6.26M | 1.37% | +4,324+9.5% | Added |
| Delaney Dennis R | 49,346 | $6.22M | 3.79% | +13,992+39.6% | Added |
| Wilkins Investment Counsel Inc | 49,300 | $6.22M | 1.62% | −260−0.5% | Reduced |
| Ayrshire Capital Management LLC | 48,119 | $6.19M | 3.92% | −629−1.3% | Reduced |
| Oarsman Capital, Inc. | 49,030 | $6.19M | 2.71% | −2,087−4.1% | Reduced |
| Verdence Capital Advisors LLC | 48,976 | $6.18M | 0.72% | +95+0.2% | Added |
| Jacobs & Co | 48,340 | $6.10M | 0.73% | −65−0.1% | Reduced |
| Cetera Advisor Networks LLC | 48,271 | $6.09M | 0.04% | +2,774+6.1% | Added |
| First Western Trust Bank | 47,873 | $6.04M | 0.30% | −178−0.4% | Reduced |
| Andra AP-fonden | 47,195 | $5.95M | 0.15% | −32,000−40.4% | Reduced |
| CMH Wealth Management LLC | 47,002 | $5.93M | 1.59% | +482+1.0% | Added |
| Maryland State Retirement & Pension System | 46,974 | $5.93M | 0.13% | +370+0.8% | Added |
| Meridian Management Co | 46,645 | $5.88M | 1.84% | −648−1.4% | Reduced |
| Marshall & Sullivan Inc | 46,615 | $5.88M | 3.28% | +270+0.6% | Added |
| Karpas Strategies, LLC | 46,445 | $5.86M | 1.98% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 46,405 | $5.85M | 0.90% | −550−1.2% | Reduced |
| M. Kraus & Co | 46,215 | $5.83M | 1.96% | −152−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,976 | $5.80M | 0.09% | −2,007−4.2% | Reduced |
| HGK Asset Management Inc | 45,939 | $5.79M | 1.84% | −1,300−2.8% | Reduced |
| Baker Ellis Asset Management LLC | 45,662 | $5.76M | 0.98% | −240−0.5% | Reduced |
| Heritage Trust Co | 45,136 | $5.69M | 0.83% | +5,294+13.3% | Added |
| Soros Capital Management LLC | 44,383 | $5.60M | 4.34% | +269+0.6% | Added |
| Cullinan Associates Inc | 44,317 | $5.59M | 0.31% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 43,909 | $5.54M | 1.53% | −1,415−3.1% | Reduced |
| Hartford Investment Management Co | 43,533 | $5.49M | 0.21% | −10,198−19.0% | Reduced |
| RMB Capital Management, LLC | 43,386 | $5.47M | 0.18% | +2,342+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 42,938 | $5.42M | 0.05% | −2,319−5.1% | Reduced |
| Compass Wealth Management LLC | 42,395 | $5.35M | 1.62% | +156+0.4% | Added |
| Timber Creek Capital Management LLC | 42,167 | $5.32M | 1.83% | +3,206+8.2% | Added |
| Buffington Mohr McNeal | 42,078 | $5.31M | 1.15% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 39,150 | $5.25M | 0.05% | +3,123+8.7% | Added |
| National Bank of Canada | 40,392 | $5.18M | 0.01% | −49,657−55.1% | Reduced |
| Selway Asset Management | 40,720 | $5.14M | 2.26% | +1,821+4.7% | Added |
| Close Asset Management Ltd | 40,729 | $5.14M | 0.24% | +3,708+10.0% | Added |
| Carderock Capital Management Inc | 40,568 | $5.12M | 1.59% | +1,507+3.9% | Added |
| Eagle Rock Investment Company, LLC | 39,453 | $5.07M | 1.09% | −1,261−3.1% | Reduced |
| Coronation Fund Managers Ltd. | 40,180 | $5.07M | 0.14% | +30,870+331.6% | Added |
| BKD Wealth Advisors, LLC | 39,622 | $5.00M | 0.15% | +11,148+39.2% | Added |
| SFE Investment Counsel | 39,480 | $4.98M | 1.41% | −10,111−20.4% | Reduced |
| Cloverfields Capital Group, LP | 39,220 | $4.95M | 1.60% | +2,194+5.9% | Added |
| La Banque Postale Asset Management SA | 39,049 | $4.93M | 0.12% | +10,772+38.1% | Added |
| Pacer Advisors, Inc. | 39,048 | $4.93M | 0.02% | −36,037−48.0% | Reduced |
| Ellsworth Advisors, LLC | 39,015 | $4.92M | 1.70% | −1,236−3.1% | Reduced |
| Verition Fund Management LLC | 38,917 | $4.91M | 0.08% | +30,384+356.1% | Added |
| Crossmark Global Holdings, Inc. | 39,247 | $4.91M | 0.11% | +191+0.5% | Added |
| Fiera Capital Corp | 38,768 | $4.89M | 0.01% | −2,215−5.4% | Reduced |
| Tandem Investment Advisors, Inc. | 38,644 | $4.88M | 0.21% | +723+1.9% | Added |
| Stone Run Capital, LLC | 38,547 | $4.86M | 2.16% | −100−0.3% | Reduced |
| Baxter Bros Inc | 38,412 | $4.85M | 0.72% | +1,198+3.2% | Added |
| Buckhead Capital Management LLC | 38,343 | $4.84M | 1.15% | −5,345−12.2% | Reduced |
| Louisiana State Employees Retirement System | 38,200 | $4.82M | 0.11% | −34,400−47.4% | Reduced |
| Guggenheim Capital LLC | 38,168 | $4.81M | 0.04% | −106,837−73.7% | Reduced |
| Geneos Wealth Management Inc. | 38,077 | $4.80M | 0.25% | +4,147+12.2% | Added |
| Jones Financial Companies LLLP | 38,047 | $4.80M | 0.01% | +22,605+146.4% | Added |
| Cubist Systematic Strategies, LLC | 37,981 | $4.79M | 0.05% | +17,412+84.7% | Added |
| Cetera Investment Advisers | 37,928 | $4.78M | 0.04% | +2,151+6.0% | Added |
| Graybill Bartz & Assoc Ltd | 37,922 | $4.78M | 2.27% | −127−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 37,615 | $4.75M | 1.07% | +1,477+4.1% | Added |
| Eley Financial Management, Inc | 37,542 | $4.74M | 2.31% | +147+0.4% | Added |
| Deltec Asset Management LLC | 37,424 | $4.72M | 1.03% | +37,424 | New |
| DF Dent & Co Inc | 37,205 | $4.69M | 0.06% | −1,305−3.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 37,158 | $4.69M | 0.31% | +390+1.1% | Added |