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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 13,159 | $1.66M | 0.02% | −4,446−25.3% | Reduced |
| Chilton Investment Co LLC | 13,156 | $1.66M | 0.05% | +13,156 | New |
| Greenleaf Trust | 13,145 | $1.66M | 0.02% | −2,582−16.4% | Reduced |
| Redwood Investment Management, LLC | 13,105 | $1.65M | 0.17% | +13,105 | New |
| Pinnacle Wealth Management, LLC | 13,050 | $1.65M | 1.66% | +13,050 | New |
| NFJ Investment Group, LLC | 12,953 | $1.63M | 0.04% | −148−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 12,900 | $1.63M | 0.19% | +9,710+304.4% | Added |
| Gotham Asset Management, LLC | 12,872 | $1.62M | 0.04% | +3,816+42.1% | Added |
| Davidson Capital Management Inc. | 12,850 | $1.62M | 0.81% | +118+0.9% | Added |
| Credential Qtrade Securities Inc. | 12,761 | $1.61M | 0.10% | −2,704−17.5% | Reduced |
| Midwest Professional Planners, LTD. | 12,739 | $1.61M | 0.70% | +2,118+19.9% | Added |
| Wade G W & Inc | 12,636 | $1.59M | 0.06% | +9,736+335.7% | Added |
| Axxcess Wealth Management, LLC | 12,572 | $1.59M | 0.11% | +4,281+51.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,493 | $1.58M | 0.10% | +857+7.4% | Added |
| Annex Advisory Services, LLC | 12,465 | $1.57M | 0.09% | −699−5.3% | Reduced |
| Banque Cantonale Vaudoise | 12,413 | $1.57M | 0.07% | +2,300+22.7% | Added |
| Northwest & Ethical Investments L.P. | 12,300 | $1.55M | 0.05% | −2,737−18.2% | Reduced |
| CAPROCK Group, Inc. | 12,251 | $1.55M | 0.11% | +737+6.4% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.54M | 0.25% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,239 | $1.54M | 0.02% | −497−3.9% | Reduced |
| Cipher Capital LP | 12,155 | $1.53M | 0.26% | +12,155 | New |
| Fairbanks Capital Management, Inc. | 12,124 | $1.53M | 1.19% | −167−1.4% | Reduced |
| Turtle Creek Asset Management Inc. | 12,100 | $1.53M | 0.04% | +1,400+13.1% | Added |
| Sawyer & Company, Inc | 12,042 | $1.52M | 0.69% | +90+0.8% | Added |
| BerganKDV Wealth Management, LLC | 12,030 | $1.52M | 0.15% | −802−6.3% | Reduced |
| Veriti Management LLC | 12,016 | $1.52M | 0.17% | −551−4.4% | Reduced |
| Barbara Oil Co. | 12,000 | $1.51M | 0.69% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 13,398 | $1.51M | 0.75% | −1,430−9.6% | Reduced |
| National Asset Management, Inc. | 11,854 | $1.50M | 0.03% | −1,815−13.3% | Reduced |
| Duncker Streett & Co Inc | 11,834 | $1.49M | 0.33% | 00.0% | Unchanged |
| Balentine LLC | 11,822 | $1.49M | 0.05% | −23−0.2% | Reduced |
| Kovack Advisors, Inc. | 11,665 | $1.47M | 0.19% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 11,575 | $1.46M | 0.45% | +87+0.8% | Added |
| Ifrah Financial Services, Inc. | 11,543 | $1.46M | 0.44% | −280−2.4% | Reduced |
| Kendall Capital Management | 11,543 | $1.46M | 0.64% | +2,723+30.9% | Added |
| Bray Capital Advisors | 11,498 | $1.45M | 0.43% | −170−1.5% | Reduced |
| Signaturefd, LLC | 11,457 | $1.45M | 0.04% | +189+1.7% | Added |
| Callahan Advisors, LLC | 11,315 | $1.43M | 0.17% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 11,235 | $1.42M | 0.17% | +422+3.9% | Added |
| Davenport & Co LLC | 11,126 | $1.40M | 0.01% | +5,065+83.6% | Added |
| Delphi Management Inc | 11,115 | $1.40M | 1.48% | +11,115 | New |
| Bartlett & Co. Wealth Management LLC | 10,940 | $1.38M | 0.02% | +6,775+162.7% | Added |
| Bartlett & Co. LLC | 10,940 | $1.38M | 0.02% | +6,775+162.7% | Added |
| C2C Wealth Management, LLC | 10,700 | $1.38M | 0.18% | +50.0% | Added |
| Darwin Advisors, LLC | 10,805 | $1.37M | 0.35% | +2,329+27.5% | Added |
| Palouse Capital Management, Inc. | 10,828 | $1.37M | 0.95% | −723−6.3% | Reduced |
| Cetera Advisors LLC | 10,801 | $1.36M | 0.02% | +252+2.4% | Added |
| WealthShield Partners, LLC | 10,791 | $1.36M | 0.21% | +552+5.4% | Added |
| Column Capital Advisors, LLC | 10,756 | $1.36M | 0.19% | −44−0.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.36M | 0.09% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 10,746 | $1.35M | 0.85% | +754+7.5% | Added |
| Cape Investment Advisory, Inc. | 10,683 | $1.35M | 0.75% | +6,296+143.5% | Added |
| Smithfield Trust Co | 10,647 | $1.35M | 0.08% | −205−1.9% | Reduced |
| Teamwork Financial Advisors, LLC | 10,615 | $1.34M | 0.22% | +10,615 | New |
| Meeder Advisory Services, Inc. | 10,506 | $1.33M | 0.14% | +389+3.8% | Added |
| Next Century Growth Investors LLC | 10,477 | $1.32M | 0.13% | +10,477 | New |
| AdvisorNet Financial, Inc | 10,414 | $1.31M | 0.11% | −139−1.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,405 | $1.31M | 0.36% | −446−4.1% | Reduced |
| Montecito Bank & Trust | 10,365 | $1.31M | 0.30% | −79−0.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.31M | 0.53% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,300 | $1.30M | 0.05% | −262,432−96.2% | Reduced |
| Moloney Securities Asset Management, LLC | 10,276 | $1.30M | 0.23% | +367+3.7% | Added |
| Avantax Advisory Services, Inc. | 10,264 | $1.29M | 0.01% | −1,375−11.8% | Reduced |
| Wealthspire Advisors, LLC | 10,261 | $1.29M | 0.02% | −335−3.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 10,084 | $1.27M | 0.08% | +10,084 | New |
| Summit Trail Advisors, LLC | 10,061 | $1.27M | 0.05% | +4,638+85.5% | Added |
| Yarbrough Capital, LLC | 10,056 | $1.27M | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10,017 | $1.26M | 0.01% | +215+2.2% | Added |
| Jacobi Capital Management LLC | 10,005 | $1.26M | 0.14% | −3,557−26.2% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.26M | 0.64% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 9,955 | $1.26M | 0.20% | −374−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,739 | $1.25M | 0.66% | +414+4.4% | Added |
| Clearstead Advisors, LLC | 9,907 | $1.25M | 0.08% | −168−1.7% | Reduced |
| Financial Advocates Investment Management | 9,902 | $1.24M | 0.09% | +9,902 | New |
| First Interstate Bank | 9,840 | $1.24M | 0.10% | −749−7.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,782 | $1.23M | 0.06% | +1,100+12.7% | Added |
| Leonteq Securities AG | 9,752 | $1.23M | 0.13% | −4,519−31.7% | Reduced |
| Lionsbridge Wealth Management LLC | 9,720 | $1.23M | 1.10% | −378−3.7% | Reduced |
| Manchester Capital Management LLC | 9,656 | $1.22M | 0.16% | −2,500−20.6% | Reduced |
| Alps Advisors Inc | 9,631 | $1.21M | 0.01% | −461−4.6% | Reduced |
| First National Advisers, LLC | 9,617 | $1.21M | 1.12% | +1,928+25.1% | Added |
| Channel Wealth LLC | 9,600 | $1.21M | 0.70% | +2,596+37.1% | Added |
| Bleakley Financial Group, LLC | 9,473 | $1.19M | 0.04% | +166+1.8% | Added |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.19M | 0.42% | 00.0% | Unchanged |
| Pitcairn Co | 9,446 | $1.19M | 0.10% | −2,605−21.6% | Reduced |
| Machina Capital S.A.S. | 9,430 | $1.19M | 0.67% | +3,012+46.9% | Added |
| Veracity Capital LLC | 9,426 | $1.19M | 0.51% | +585+6.6% | Added |
| Lederer & Associates Investment Counsel | 9,352 | $1.18M | 0.89% | −269−2.8% | Reduced |
| Apollon Wealth Management, LLC | 9,333 | $1.18M | 0.06% | +3,567+61.9% | Added |
| Sabal Trust CO | 9,274 | $1.17M | 0.07% | +9,274 | New |
| Addison Advisors LLC | 9,201 | $1.16M | 0.57% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 9,193 | $1.16M | 0.03% | −121−1.3% | Reduced |
| Arcataur Capital Management LLC | 9,172 | $1.16M | 0.47% | +9,172 | New |
| Global Retirement Partners, LLC | 9,148 | $1.15M | 0.06% | +49+0.5% | Added |
| Ostrum Asset Management | 9,128 | $1.15M | 0.10% | +7+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,114 | $1.15M | 0.03% | −1,072−10.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,093 | $1.15M | 0.05% | −1,560−14.6% | Reduced |
| Brown Capital Management LLC | 9,060 | $1.14M | 0.02% | −26−0.3% | Reduced |
| Aurora Investment Counsel | 9,046 | $1.14M | 0.73% | −202−2.2% | Reduced |
| Washington Trust Co | 9,023 | $1.14M | 0.05% | +1,070+13.5% | Added |