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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 36,561 | $4.61M | 0.05% | +13,439+58.1% | Added |
| GWM Advisors LLC | 36,478 | $4.60M | 0.05% | +13,458+58.5% | Added |
| First Business Financial Services, Inc. | 36,410 | $4.59M | 0.57% | 00.0% | Unchanged |
| Freemont Management S.A. | 35,800 | $4.52M | 0.57% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 35,625 | $4.49M | 0.09% | +3,011+9.2% | Added |
| Blume Capital Management, Inc. | 35,355 | $4.46M | 1.32% | −585−1.6% | Reduced |
| Linker Capital Management Inc. | 35,140 | $4.43M | 4.68% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 35,100 | $4.43M | 0.86% | −27−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 35,061 | $4.42M | 0.82% | +740+2.2% | Added |
| Credit Agricole S A | 34,934 | $4.41M | 0.14% | −4,082−10.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $4.40M | 0.09% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 34,848 | $4.40M | 0.39% | +71+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 34,310 | $4.33M | 0.17% | −489−1.4% | Reduced |
| TownSquare Capital, LLC | 34,195 | $4.31M | 0.08% | +4,790+16.3% | Added |
| Argent Trust Co | 33,764 | $4.26M | 0.23% | +263+0.8% | Added |
| Glenview Trust Co | 33,401 | $4.21M | 0.11% | +173+0.5% | Added |
| CenterBook Partners LP | 33,318 | $4.20M | 0.53% | +13,772+70.5% | Added |
| Value Holdings Management Co. LLC | 33,000 | $4.16M | 0.93% | +1,000+3.1% | Added |
| Citizens Financial Group Inc | 32,817 | $4.14M | 0.15% | −100−0.3% | Reduced |
| EULAV Asset Management | 32,800 | $4.14M | 0.15% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 32,791 | $4.14M | 0.47% | −225−0.7% | Reduced |
| Dillon & Associates Inc | 32,776 | $4.13M | 0.76% | +5,574+20.5% | Added |
| Prudential PLC | 32,616 | $4.11M | 0.05% | +2,498+8.3% | Added |
| Los Angeles Capital Management LLC | 32,606 | $4.11M | 0.02% | −3,230−9.0% | Reduced |
| Bull Street Advisors, LLC | 32,595 | $4.11M | 2.11% | −60−0.2% | Reduced |
| Nilsine Partners, LLC | 32,514 | $4.10M | 0.60% | +35+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 32,474 | $4.10M | 0.30% | −12,853−28.4% | Reduced |
| Thomas Story & Son LLC | 32,400 | $4.09M | 1.87% | +75+0.2% | Added |
| Anchor Investment Management, LLC | 32,270 | $4.07M | 0.52% | −670−2.0% | Reduced |
| Norinchukin Bank, The | 32,266 | $4.07M | 0.07% | −8,372−20.6% | Reduced |
| GDS Wealth Management | 32,258 | $4.07M | 0.66% | +2,777+9.4% | Added |
| Fulton Bank, N.A. | 32,256 | $4.07M | 0.20% | −10,401−24.4% | Reduced |
| Nicollet Investment Management, Inc. | 32,181 | $4.06M | 1.81% | +783+2.5% | Added |
| Pearl River Capital, LLC | 32,080 | $4.05M | 0.65% | +32,080 | New |
| Monarch Capital Management Inc | 31,590 | $3.99M | 1.21% | −302−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.98M | 0.87% | 00.0% | Unchanged |
| Graypoint LLC | 31,534 | $3.98M | 0.40% | −6,805−17.7% | Reduced |
| Madison Wealth Management | 31,505 | $3.97M | 0.80% | +113+0.4% | Added |
| Maytus Capital Management, LLC | 31,500 | $3.97M | 1.96% | +31,500 | New |
| Gabelli Funds LLC | 31,100 | $3.92M | 0.03% | −920−2.9% | Reduced |
| Ami Investment Management Inc | 31,052 | $3.92M | 1.74% | −169−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 31,036 | $3.92M | 0.44% | −49−0.2% | Reduced |
| Keel Point, LLC | 30,986 | $3.91M | 0.52% | −6,627−17.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,897 | $3.90M | 0.03% | +24,133+356.8% | Added |
| New Mexico Educational Retirement Board | 30,816 | $3.89M | 0.17% | +1,400+4.8% | Added |
| Private Advisor Group, LLC | 30,679 | $3.87M | 0.03% | +12,938+72.9% | Added |
| Teza Capital Management LLC | 30,534 | $3.85M | 0.63% | +30,534 | New |
| Illinois Municipal Retirement Fund | 30,290 | $3.82M | 0.08% | −7,092−19.0% | Reduced |
| Wealthfront Advisers LLC | 29,941 | $3.78M | 0.02% | −1,850−5.8% | Reduced |
| Horan Capital Advisors, LLC. | 29,867 | $3.77M | 1.47% | +104+0.3% | Added |
| Meeder Asset Management Inc | 29,791 | $3.76M | 0.27% | +29,791 | New |
| Stephens Inc | 29,789 | $3.76M | 0.07% | +113+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,316 | $3.70M | 0.24% | +844+3.0% | Added |
| O'Shaughnessy Asset Management, LLC | 29,294 | $3.70M | 0.05% | +2,652+10.0% | Added |
| Howe & Rusling Inc | 29,122 | $3.67M | 0.41% | −511−1.7% | Reduced |
| Advisor Partners II, LLC | 29,010 | $3.66M | 0.17% | +2,557+9.7% | Added |
| Fiduciary Trust Co | 28,867 | $3.64M | 0.06% | −929−3.1% | Reduced |
| Clayton Partners LLC | 28,840 | $3.64M | 3.14% | +60.0% | Added |
| Page Arthur B | 28,829 | $3.64M | 3.46% | −1,142−3.8% | Reduced |
| Cornerstone Advisors, LLC | 28,800 | $3.63M | 0.17% | −37,200−56.4% | Reduced |
| EagleClaw Capital Managment, LLC | 28,635 | $3.61M | 0.83% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 28,554 | $3.60M | 0.39% | −53−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 28,375 | $3.58M | 0.08% | +7,460+35.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,813 | $3.51M | 0.37% | +27,813 | New |
| Peddock Capital Advisors, LLC | 27,663 | $3.49M | 1.15% | +134+0.5% | Added |
| Dempze Nancy E | 27,536 | $3.47M | 2.98% | +302+1.1% | Added |
| Triad Investment Management | 27,459 | $3.46M | 4.82% | −1,003−3.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,316 | $3.45M | 0.13% | −3,063−10.1% | Reduced |
| BancorpSouth Bank | 26,943 | $3.40M | 0.30% | −679−2.5% | Reduced |
| South State Corp. | 26,930 | $3.40M | 0.30% | −913−3.3% | Reduced |
| Metropolitan Life Insurance Co | 26,902 | $3.39M | 0.17% | −1,501−5.3% | Reduced |
| USA Financial Portformulas Corp | 26,756 | $3.38M | 5.18% | −909−3.3% | Reduced |
| Baldwin Investment Management, LLC | 26,660 | $3.36M | 0.55% | 00.0% | Unchanged |
| Diversified Trust Co | 26,532 | $3.35M | 0.12% | −5,646−17.5% | Reduced |
| Capital City Trust Co | 26,326 | $3.32M | 1.03% | +17+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 26,250 | $3.31M | 1.48% | −425−1.6% | Reduced |
| JustInvest LLC | 26,131 | $3.30M | 0.10% | +3,631+16.1% | Added |
| Agate Pass Investment Management, LLC | 26,042 | $3.29M | 1.99% | +1,003+4.0% | Added |
| Indiana Trust & Investment Management CO | 25,692 | $3.24M | 1.65% | −955−3.6% | Reduced |
| Kestra Advisory Services, LLC | 25,581 | $3.23M | 0.03% | −3,059−10.7% | Reduced |
| HB Wealth Management, LLC | 25,551 | $3.22M | 0.05% | +2,833+12.5% | Added |
| Robbins Farley LLC | 25,543 | $3.22M | 2.34% | −855−3.2% | Reduced |
| Robinson Value Management, Ltd. | 25,227 | $3.18M | 2.30% | +620+2.5% | Added |
| Silphium Asset Management Ltd | 25,000 | $3.15M | 1.57% | +7,000+38.9% | Added |
| Anderson Hoagland & Co | 24,909 | $3.14M | 0.40% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,906 | $3.14M | 0.02% | +20,888+519.9% | Added |
| Marietta Investment Partners LLC | 24,861 | $3.14M | 0.81% | +20+0.1% | Added |
| AdvisorShares Investments LLC | 24,754 | $3.12M | 0.89% | +6,080+32.6% | Added |
| Cary Street Partners Asset Management LLC | 24,382 | $3.08M | 0.57% | −659−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 24,355 | $3.07M | 0.04% | +70.0% | Added |
| Barry Investment Advisors, LLC | 24,327 | $3.07M | 1.04% | −1,463−5.7% | Reduced |
| AMG National Trust Bank | 24,188 | $3.05M | 0.10% | −150−0.6% | Reduced |
| Argyle Capital Management Inc. | 23,856 | $3.01M | 1.08% | −250−1.0% | Reduced |
| Moors & Cabot, Inc. | 23,728 | $2.99M | 0.20% | −127−0.5% | Reduced |
| Keeler Thomas Management LLC | 23,680 | $2.99M | 1.21% | +2,100+9.7% | Added |
| Jag Capital Management, LLC | 23,633 | $2.98M | 0.34% | −8,051−25.4% | Reduced |
| Metis Global Partners, LLC | 23,598 | $2.98M | 0.16% | −119−0.5% | Reduced |
| Advisory Services Network, LLC | 23,595 | $2.98M | 0.08% | −171−0.7% | Reduced |
| Eads & Heald Wealth Management | 23,552 | $2.97M | 1.46% | −1,218−4.9% | Reduced |
| Carmel Capital Management L.L.C. | 23,315 | $2.94M | 1.53% | +300+1.3% | Added |