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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 9,027 | $1.14M | 0.15% | +1,181+15.1% | Added |
| DoubleLine ETF Adviser LP | 8,961 | $1.13M | 0.42% | +1,850+26.0% | Added |
| WT Wealth Management | 8,956 | $1.13M | 0.47% | +432+5.1% | Added |
| ICW Investment Advisors LLC | 8,913 | $1.12M | 0.60% | +219+2.5% | Added |
| Wahed Invest LLC | 8,892 | $1.12M | 0.39% | +1,340+17.7% | Added |
| Focus Financial Network, Inc. | 8,875 | $1.12M | 0.06% | −950−9.7% | Reduced |
| Seelaus Asset Management LLC | 8,863 | $1.12M | 0.88% | −1,117−11.2% | Reduced |
| Key Financial Inc | 8,812 | $1.11M | 0.37% | +75+0.9% | Added |
| Coldstream Capital Management Inc | 8,771 | $1.11M | 0.04% | +283+3.3% | Added |
| Scotia Capital Inc. | 8,761 | $1.11M | 0.01% | −3,766−30.1% | Reduced |
| Wayfinding Financial, LLC | 8,842 | $1.10M | 0.77% | +50+0.6% | Added |
| Horizon Investments, LLC | 8,746 | $1.10M | 0.03% | −1,125−11.4% | Reduced |
| Freestone Capital Holdings, LLC | 8,734 | $1.10M | 0.04% | +1,057+13.8% | Added |
| Evoke Wealth, LLC | 8,723 | $1.10M | 0.04% | −23,118−72.6% | Reduced |
| RDA Financial Network | 8,720 | $1.10M | 0.46% | +429+5.2% | Added |
| Green Harvest Asset Management LLC | 8,640 | $1.09M | 0.04% | −9−0.1% | Reduced |
| SMART Wealth LLC | 8,622 | $1.09M | 0.82% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 8,665 | $1.09M | 0.19% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,546 | $1.08M | 0.01% | +1,118+15.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,539 | $1.08M | 0.55% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,535 | $1.08M | 0.04% | −11−0.1% | Reduced |
| Mitchell Capital Management Co | 8,522 | $1.08M | 0.25% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,522 | $1.07M | 0.04% | +131+1.6% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.06M | 0.04% | 00.0% | Unchanged |
| Gould Capital, LLC | 8,380 | $1.06M | 0.81% | −416−4.7% | Reduced |
| Lebenthal Global Advisors, LLC | 8,366 | $1.06M | 0.31% | −356−4.1% | Reduced |
| Archford Capital Strategies, LLC | 8,120 | $1.05M | 0.20% | −50−0.6% | Reduced |
| Harbour Investments, Inc. | 8,331 | $1.05M | 0.05% | −621−6.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,330 | $1.05M | 0.03% | +2,030+32.2% | Added |
| PGGM Investments | 8,308 | $1.05M | 0.02% | +140+1.7% | Added |
| Red Door Wealth Management, LLC | 8,272 | $1.04M | 0.23% | +5,976+260.3% | Added |
| Penserra Capital Management LLC | 8,283 | $1.04M | 0.02% | +5,155+164.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,256 | $1.04M | 0.02% | +8,256 | New |
| First Nebraska Trust Co | 8,235 | $1.04M | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 8,223 | $1.04M | 0.02% | +2,338+39.7% | Added |
| MAI Capital Management | 8,195 | $1.03M | 0.02% | +303+3.8% | Added |
| Inceptionr LLC | 8,179 | $1.03M | 0.55% | −1,848−18.4% | Reduced |
| Boston Private Wealth LLC | 8,135 | $1.03M | 0.02% | −689−7.8% | Reduced |
| Secure Asset Management, LLC | 8,123 | $1.02M | 0.31% | −278−3.3% | Reduced |
| Anchor Capital Advisors LLC | 8,064 | $1.02M | 0.03% | −185−2.2% | Reduced |
| Regal Investment Advisors LLC | 8,050 | $1.02M | 0.09% | −112−1.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 8,036 | $1.01M | 0.19% | +334+4.3% | Added |
| Legend Financial Advisors, Inc. | 8,036 | $1.01M | 0.85% | +8,036 | New |
| Stratos Wealth Partners, LTD. | 7,922 | $999.4K | 0.02% | +701+9.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,907 | $997.5K | 0.01% | −70−0.9% | Reduced |
| Peoples Bank | 7,885 | $994.7K | 0.61% | −205−2.5% | Reduced |
| Sheets Smith Wealth Management | 7,846 | $989.8K | 0.14% | +1,010+14.8% | Added |
| City Holding Co | 7,793 | $983.0K | 0.17% | +565+7.8% | Added |
| GTS Securities LLC | 7,779 | $981.3K | 0.03% | +7,779 | New |
| Chicago Trust Co NA | 7,777 | $981.1K | 0.24% | −735−8.6% | Reduced |
| HBK Sorce Advisory LLC | 7,727 | $974.8K | 0.04% | +77+1.0% | Added |
| Old National Bancorp | 7,721 | $974.0K | 0.03% | +3,286+74.1% | Added |
| Riverwater Partners LLC | 7,696 | $970.9K | 0.86% | −92−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 7,666 | $967.1K | 0.06% | +5,185+209.0% | Added |
| Spinnaker Trust | 7,646 | $964.5K | 0.07% | −36−0.5% | Reduced |
| Stevard, LLC | 7,600 | $958.7K | 0.91% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,553 | $952.8K | 0.08% | −19−0.3% | Reduced |
| Fosun International Ltd | 7,553 | $952.8K | 0.13% | −2,310−23.4% | Reduced |
| HighVista Strategies LLC | 7,553 | $952.8K | 0.44% | +1,871+32.9% | Added |
| Landaas & Co | 7,548 | $952.0K | 0.42% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,536 | $950.7K | 0.12% | +18+0.2% | Added |
| Poehling Capital Management, LLC | 7,514 | $947.9K | 0.32% | −4,308−36.4% | Reduced |
| Brookstone Capital Management | 7,528 | $942.5K | 0.02% | −1,633−17.8% | Reduced |
| Cigna Investments Inc | 7,428 | $937.0K | 0.17% | +166+2.3% | Added |
| Change Path, LLC | 7,417 | $936.0K | 0.04% | +5,639+317.2% | Added |
| Profund Advisors LLC | 7,415 | $935.4K | 0.05% | −26,403−78.1% | Reduced |
| Trust Asset Management LLC | 7,400 | $933.5K | 0.10% | 00.0% | Unchanged |
| Legacy Trust | 7,375 | $930.4K | 0.26% | −113−1.5% | Reduced |
| Thrive Wealth Management, LLC | 7,361 | $928.6K | 0.24% | −212−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,346 | $926.7K | 0.03% | −7,521−50.6% | Reduced |
| Abacus Planning Group, Inc. | 7,323 | $923.8K | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,322 | $923.7K | 0.03% | −13,797−65.3% | Reduced |
| AXS Investments LLC | 7,282 | $918.6K | 0.25% | +6,877+1,698.0% | Added |
| Cadinha & Co LLC | 7,278 | $918.1K | 0.17% | +145+2.0% | Added |
| Koshinski Asset Management, Inc. | 7,209 | $909.4K | 0.10% | −2,856−28.4% | Reduced |
| Clarius Group, LLC | 7,176 | $905.3K | 0.07% | +278+4.0% | Added |
| Capital Asset Advisory Services LLC | 7,050 | $902.4K | 0.06% | +1,164+19.8% | Added |
| Moneta Group Investment Advisors LLC | 7,136 | $900.2K | 0.02% | +2,292+47.3% | Added |
| Meritage Portfolio Management | 7,091 | $895.0K | 0.06% | −8−0.1% | Reduced |
| Equitable Holdings, Inc. | 7,082 | $893.4K | 0.01% | −756−9.6% | Reduced |
| VeraBank, N.A. | 7,055 | $890.0K | 0.34% | −75−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,048 | $889.1K | 0.07% | +7,048 | New |
| Sand Hill Global Advisors, LLC | 6,986 | $881.3K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,897 | $870.1K | 0.25% | −17−0.2% | Reduced |
| Centiva Capital, LP | 6,891 | $869.3K | 0.04% | +6,891 | New |
| Mirabella Financial Services LLP | 6,865 | $866.0K | 0.10% | +4,403+178.8% | Added |
| Institute for Wealth Management, LLC. | 6,853 | $864.5K | 0.15% | −142−2.0% | Reduced |
| Financial Insights, Inc. | 6,842 | $863.1K | 0.32% | −659−8.8% | Reduced |
| Legacy Advisors, LLC | 6,826 | $861.1K | 0.13% | +6,826 | New |
| Wesbanco Bank Inc | 6,790 | $857.0K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 6,775 | $854.7K | 0.03% | −16,000−70.3% | Reduced |
| Schechter Investment Advisors, LLC | 6,729 | $848.9K | 0.08% | −66−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 6,729 | $848.9K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,697 | $844.8K | 0.03% | +2,276+51.5% | Added |
| Certified Advisory Corp | 6,688 | $843.7K | 0.16% | +24+0.4% | Added |
| Townsend Asset Management Corp | 6,645 | $838.3K | 0.40% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 6,639 | $838.0K | 0.02% | −106−1.6% | Reduced |
| Greenland Capital Management LP | 6,625 | $835.7K | 0.12% | +6,625 | New |
| Aspire Private Capital, LLC | 6,585 | $830.7K | 0.26% | +198+3.1% | Added |
| Meridian Wealth Management, LLC | 6,581 | $830.2K | 0.07% | −216−3.2% | Reduced |