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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 23,234 | $2.93M | 0.06% | +4,695+25.3% | Added |
| Cary Street Partner Investment Advisory LLC | 23,224 | $2.93M | 0.19% | −1,388−5.6% | Reduced |
| Ameritas Advisory Services, LLC | 23,112 | $2.89M | 0.37% | +2,855+14.1% | Added |
| United Capital Financial Advisers, LLC | 22,751 | $2.87M | 0.02% | −1,822−7.4% | Reduced |
| Ieq Capital, LLC | 22,684 | $2.86M | 0.06% | +583+2.6% | Added |
| Meridian Wealth Advisors, LLC | 22,618 | $2.85M | 0.69% | +1,199+5.6% | Added |
| Trinity Financial Advisors LLC | 22,574 | $2.85M | 1.53% | +76+0.3% | Added |
| True North Advisors, LLC | 22,558 | $2.85M | 0.81% | +52+0.2% | Added |
| Van Eck Associates Corp | 22,450 | $2.83M | 0.01% | −9,134−28.9% | Reduced |
| Vontobel Holding Ltd. | 22,352 | $2.82M | 0.02% | +2,035+10.0% | Added |
| Trust Co of Oklahoma | 22,350 | $2.82M | 1.04% | −164−0.7% | Reduced |
| Chase Investment Counsel Corp | 22,344 | $2.82M | 1.42% | +22,344 | New |
| First Horizon Advisors, Inc. | 22,231 | $2.80M | 0.10% | −2,495−10.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,160 | $2.79M | 0.21% | −436−1.9% | Reduced |
| Glenmede Trust Co NA | 24,348 | $2.75M | 0.02% | +110.0% | Added |
| Nemes Rush Group LLC | 21,764 | $2.75M | 0.48% | +21,764 | New |
| American Century Companies Inc | 21,641 | $2.73M | 0.00% | +1,732+8.7% | Added |
| Choate Investment Advisors | 21,140 | $2.67M | 0.11% | −95−0.4% | Reduced |
| Jefferies Financial Group Inc. | 21,127 | $2.67M | 0.06% | +12,641+149.0% | Added |
| Wellington Management Group LLP | 21,105 | $2.66M | 0.00% | +16,703+379.4% | Added |
| Bokf, NA | 20,776 | $2.62M | 0.05% | −2,982−12.6% | Reduced |
| Albert D Mason Inc | 20,557 | $2.59M | 1.78% | +40.0% | Added |
| Campbell Newman Asset Management Inc | 20,437 | $2.58M | 0.23% | −80−0.4% | Reduced |
| Twin Capital Management Inc | 20,358 | $2.57M | 0.33% | −770−3.6% | Reduced |
| Point72 Europe (London) LLP | 20,000 | $2.52M | 0.37% | +20,000 | New |
| Birch Capital Management, LLC | 19,936 | $2.51M | 1.53% | +1,430+7.7% | Added |
| Hall Laurie J Trustee | 19,915 | $2.51M | 1.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,896 | $2.51M | 0.14% | +4,042+25.5% | Added |
| Capital Analysts, LLC | 19,590 | $2.47M | 0.14% | −264−1.3% | Reduced |
| CWM, LLC | 19,567 | $2.47M | 0.02% | +1,320+7.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,472 | $2.46M | 0.06% | −489−2.4% | Reduced |
| Altrafin AG | 19,360 | $2.44M | 1.10% | +160+0.8% | Added |
| Wisconsin Capital Management LLC | 19,355 | $2.44M | 1.58% | −400−2.0% | Reduced |
| Ellenbecker Investment Group | 19,321 | $2.44M | 0.61% | +169+0.9% | Added |
| Benchmark Investment Advisors LLC | 19,167 | $2.42M | 2.23% | −1,688−8.1% | Reduced |
| KLCM Advisors, Inc. | 19,036 | $2.40M | 0.47% | −8,161−30.0% | Reduced |
| Berger Financial Group, Inc | 18,856 | $2.38M | 0.27% | 00.0% | Unchanged |
| Empirical Finance, LLC | 18,815 | $2.37M | 0.18% | +2,138+12.8% | Added |
| Central Trust Co | 18,617 | $2.35M | 0.07% | +1,665+9.8% | Added |
| LaFleur & Godfrey LLC | 18,550 | $2.34M | 0.35% | −470−2.5% | Reduced |
| Ergoteles LLC | 18,356 | $2.32M | 0.11% | +18,356 | New |
| Buttonwood Financial Advisors Inc. | 18,263 | $2.30M | 1.44% | −847−4.4% | Reduced |
| WESCAP Management Group, Inc. | 17,842 | $2.25M | 0.79% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,831 | $2.25M | 0.21% | −513−2.8% | Reduced |
| Assenagon Asset Management S.A. | 17,663 | $2.23M | 0.01% | −232,371−92.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 17,603 | $2.22M | 1.30% | −89−0.5% | Reduced |
| Everence Capital Management Inc | 19,746 | $2.21M | 0.18% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 17,417 | $2.20M | 0.30% | +232+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,396 | $2.19M | 0.10% | +105+0.6% | Added |
| Paloma Partners Management Co | 17,344 | $2.19M | 0.51% | +17,344 | New |
| Vinva Investment Management Ltd | 17,624 | $2.19M | 0.19% | −666−3.6% | Reduced |
| Okabena Investment Services Inc | 17,209 | $2.17M | 1.59% | +4,353+33.9% | Added |
| Horizon Investment Services, LLC | 17,182 | $2.17M | 1.32% | +2,076+13.7% | Added |
| Legato Capital Management LLC | 17,013 | $2.15M | 0.29% | +6,324+59.2% | Added |
| Park Avenue Securities LLC | 16,836 | $2.12M | 0.03% | +16,836 | New |
| Mission Wealth Management, LP | 16,608 | $2.10M | 0.08% | +253+1.5% | Added |
| Harbor Capital Advisors, Inc. | 16,605 | $2.09M | 0.42% | +63+0.4% | Added |
| BNC Wealth Management, LLC | 16,270 | $2.05M | 1.09% | +16,270 | New |
| North Star Investment Management Corp. | 16,018 | $2.02M | 0.16% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,869 | $2.00M | 0.21% | −1,600−9.2% | Reduced |
| Toroso Investments, LLC | 15,807 | $1.99M | 0.06% | −8,252−34.3% | Reduced |
| Burney Co | 15,706 | $1.98M | 0.09% | −116−0.7% | Reduced |
| Pathstone Family Office, LLC | 15,656 | $1.97M | 0.03% | +476+3.1% | Added |
| VisionPoint Advisory Group, LLC | 15,490 | $1.95M | 0.80% | +6,603+74.3% | Added |
| Wetherby Asset Management Inc | 15,490 | $1.95M | 0.11% | −334−2.1% | Reduced |
| Cutler Group LP | 15,312 | $1.93M | 0.46% | +6,834+80.6% | Added |
| Umb Bank N A | 15,278 | $1.93M | 0.03% | +18+0.1% | Added |
| Palisade Asset Management, LLC | 15,202 | $1.92M | 0.22% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,273 | $1.92M | 0.19% | +56+0.4% | Added |
| Veritable, L.P. | 14,822 | $1.87M | 0.03% | −716−4.6% | Reduced |
| Eisler Capital (UK) Ltd. | 14,796 | $1.87M | 0.20% | −77,006−83.9% | Reduced |
| Harvey Capital Management Inc | 14,760 | $1.86M | 0.68% | −1,000−6.3% | Reduced |
| Harrell Investment Partners, LLC | 14,610 | $1.84M | 0.63% | +9,372+178.9% | Added |
| Raymond James Trust N.A. | 14,600 | $1.84M | 0.05% | +142+1.0% | Added |
| Guardian Capital LP | 14,560 | $1.84M | 0.06% | +710+5.1% | Added |
| United Services Automobile Association | 14,471 | $1.83M | 0.05% | −797−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 14,431 | $1.82M | 0.03% | +4,344+43.1% | Added |
| Vestcor Inc | 14,313 | $1.81M | 0.07% | −10,130−41.4% | Reduced |
| Centurion Wealth Management LLC | 14,179 | $1.79M | 0.86% | +60.0% | Added |
| Buckingham Strategic Wealth, LLC | 14,101 | $1.78M | 0.03% | −1,812−11.4% | Reduced |
| Moody National Bank Trust Division | 13,924 | $1.76M | 0.12% | +306+2.2% | Added |
| Harbor Investment Advisory, LLC | 13,822 | $1.74M | 0.24% | +20+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 13,789 | $1.74M | 0.06% | +549+4.1% | Added |
| Main Street Financial Solutions, LLC | 13,681 | $1.73M | 0.23% | −324−2.3% | Reduced |
| Seven Eight Capital, LP | 13,659 | $1.72M | 0.28% | +13,659 | New |
| Tiaa, FSB | 13,637 | $1.72M | 0.01% | +309+2.3% | Added |
| Acadian Asset Management LLC | 13,620 | $1.72M | 0.01% | +8,938+190.9% | Added |
| Wedbush Securities Inc | 13,595 | $1.72M | 0.08% | −1,181−8.0% | Reduced |
| Advisors Asset Management, Inc. | 13,512 | $1.70M | 0.03% | +12,232+955.6% | Added |
| Hennessy Advisors Inc | 13,500 | $1.70M | 0.12% | +7,500+125.0% | Added |
| Boston Partners | 13,450 | $1.70M | 0.00% | +13,450 | New |
| Fayez Sarofim & Co | 13,444 | $1.70M | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,413 | $1.69M | 0.83% | +21+0.2% | Added |
| Keybank National Association | 13,390 | $1.69M | 0.01% | +7,223+117.1% | Added |
| Malaga Cove Capital, LLC | 13,377 | $1.69M | 0.78% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13,354 | $1.68M | 0.08% | +1,489+12.5% | Added |
| Pinnacle Associates Ltd | 13,346 | $1.68M | 0.03% | +2,196+19.7% | Added |
| Summit Financial Group Inc | 13,315 | $1.68M | 0.65% | −1,850−12.2% | Reduced |
| Bamco Inc | 13,300 | $1.68M | 0.00% | +2,300+20.9% | Added |
| Howland Capital Management LLC | 13,272 | $1.67M | 0.10% | −800−5.7% | Reduced |