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, Q3 2023
Institutional positions in Fiserv Inc as of Sep 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
- 1,491
- +27 vs. Q2 2023
- Shares held
- 544.7M
- −6.89M (−1.2%) vs. Q2 2023
- Total value
- $61.6B
- −$7.95B (−11.4%) vs. Q2 2023
- New holders
- 121
- 515 more added
- Sold out
- 94
- 612 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −126−100.0% | Reduced |
| Motco | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $452 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 6 | $678 | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 9 | $1.02K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $1.13K | 0.00% | −48−82.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $1.26K | 0.00% | +7+233.3% | Added |
| Provence Wealth Management Group | 14 | $1.58K | 0.00% | +14 | New |
| Lee Financial Co | 16 | $1.81K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $3.16K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $3.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $3.95K | 0.00% | +3+9.4% | Added |
| Stone House Investment Management, LLC | 40 | $4.52K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 42 | $4.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $5.65K | 0.00% | −400−88.9% | Reduced |
| Focused Wealth Management, Inc | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $5.76K | 0.00% | −333−86.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 51 | $5.76K | 0.00% | −128−71.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 51 | $5.76K | 0.00% | +51 | New |
| Sunbelt Securities, Inc. | 52 | $5.87K | 0.00% | −99−65.6% | Reduced |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $6.00K | 0.00% | +30+81.1% | Added |
| CNB Bank | 56 | $6.33K | 0.00% | +53+1,766.7% | Added |
| Northwest Investment Counselors, LLC | 57 | $6.44K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 58 | $6.55K | 0.00% | +58 | New |
| Asset Dedication, LLC | 88 | $7.00K | 0.00% | −75−46.0% | Reduced |
| Raffa Wealth Management, LLC | 63 | $7.12K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 64 | $7.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $7.23K | 0.01% | +64 | New |
| Red Tortoise LLC | 67 | $7.57K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $7.68K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 86 | $9.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 86 | $9.71K | 0.00% | +86 | New |
| Delta Asset Management LLC | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $10.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 95 | $10.7K | 0.00% | +95 | New |
| Godsey & Gibb Associates | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 117 | $13.2K | 0.01% | −13−10.0% | Reduced |
| West Branch Capital LLC | 120 | $13.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 137 | $15.4K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 149 | $16.8K | 0.01% | −11−6.9% | Reduced |
| Institutional & Family Asset Management, LLC | 169 | $19.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 183 | $21.0K | 0.00% | +5+2.8% | Added |
| Beacon Capital Management, LLC | 171 | $21.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $21.7K | 0.01% | −30−13.5% | Reduced |
| RFP Financial Group LLC | 199 | $22.5K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 200 | $22.6K | 0.02% | +200 | New |
| Halpern Financial, Inc. | 202 | $22.8K | 0.01% | +154+320.8% | Added |
| West Oak Capital, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $23.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 208 | $23.5K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 226 | $24.1K | 0.00% | +226 | New |
| Hoey Investments, Inc | 218 | $24.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $26.2K | 0.00% | +100+75.8% | Added |
| Glass Jacobson Investment Advisors llc | 236 | $26.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 238 | $26.9K | 0.00% | −2−0.8% | Reduced |
| Canton Hathaway, LLC | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 246 | $27.8K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 247 | $27.9K | 0.00% | −15−5.7% | Reduced |
| Monetary Management Group Inc | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 253 | $28.6K | 0.01% | −18−6.6% | Reduced |
| State of Wyoming | 254 | $28.7K | 0.01% | −58−18.6% | Reduced |
| Bell Investment Advisors, Inc | 265 | $29.9K | 0.01% | +13+5.2% | Added |
| Coppell Advisory Solutions LLC | 300 | $30.3K | 0.01% | −881−74.6% | Reduced |
| McIlrath & Eck, LLC | 272 | $30.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 284 | $32.1K | 0.02% | +284 | New |
| Annapolis Financial Services, LLC | 286 | $32.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 304 | $34.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 305 | $34.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 334 | $37.7K | 0.01% | −5−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 333 | $38.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 349 | $39.4K | 0.00% | +349 | New |
| Westside Investment Management, Inc. | 351 | $39.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 361 | $41.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 375 | $42.0K | 0.00% | +42+12.6% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $43.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 392 | $44.3K | 0.00% | +375+2,205.9% | Added |
| Goodman Advisory Group, LLC | 395 | $44.6K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $45.2K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 402 | $45.4K | 0.00% | 00.0% | Unchanged |