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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 26,684 | $3.02M | 0.15% | +3,572+15.5% | Added |
| BancorpSouth Bank | 26,896 | $3.04M | 0.27% | −47−0.2% | Reduced |
| Cresset Asset Management, LLC | 26,925 | $3.04M | 0.02% | +2,019+8.1% | Added |
| Putnam Investments LLC | 26,985 | $3.05M | 0.00% | +24,739+1,101.5% | Added |
| Crescent Grove Advisors, LLC | 27,004 | $3.05M | 0.38% | −1,550−5.4% | Reduced |
| Capital City Trust Co | 27,391 | $3.09M | 1.02% | +1,065+4.0% | Added |
| Silphium Asset Management Ltd | 27,500 | $3.11M | 1.01% | +2,500+10.0% | Added |
| Dempze Nancy E | 27,516 | $3.11M | 2.79% | −20−0.1% | Reduced |
| Metis Global Partners, LLC | 27,665 | $3.13M | 0.15% | +4,067+17.2% | Added |
| South State Corp. | 27,700 | $3.13M | 0.30% | +770+2.9% | Added |
| Triad Investment Management | 27,725 | $3.13M | 4.57% | +266+1.0% | Added |
| Fiduciary Trust Co | 27,734 | $3.13M | 0.06% | −1,133−3.9% | Reduced |
| Peddock Capital Advisors, LLC | 27,744 | $3.13M | 1.05% | +81+0.3% | Added |
| JustInvest LLC | 27,879 | $3.15M | 0.09% | +1,748+6.7% | Added |
| Parallax Volatility Advisers, L.P. | 27,885 | $3.15M | 0.11% | −27,108−49.3% | Reduced |
| Fulton Bank, N.A. | 28,203 | $3.19M | 0.16% | −4,053−12.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,331 | $3.20M | 0.31% | +518+1.9% | Added |
| Gabelli Funds LLC | 28,500 | $3.22M | 0.03% | −2,600−8.4% | Reduced |
| EagleClaw Capital Managment, LLC | 28,635 | $3.23M | 0.73% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 28,700 | $3.24M | 0.12% | +18,400+178.6% | Added |
| Clayton Partners LLC | 28,149 | $3.25M | 2.77% | −691−2.4% | Reduced |
| Pathstone Family Office, LLC | 28,820 | $3.26M | 0.03% | +13,164+84.1% | Added |
| Howe & Rusling Inc | 29,057 | $3.28M | 0.39% | −65−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 29,139 | $3.29M | 1.32% | −728−2.4% | Reduced |
| Page Arthur B | 29,209 | $3.30M | 3.42% | +380+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,297 | $3.31M | 0.22% | −19−0.1% | Reduced |
| Wealthfront Advisers LLC | 29,342 | $3.31M | 0.01% | −599−2.0% | Reduced |
| Westpac Banking Corp | 29,976 | $3.39M | 0.25% | −36,493−54.9% | Reduced |
| Madison Wealth Management | 30,080 | $3.40M | 0.71% | −1,425−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 30,290 | $3.42M | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 30,483 | $3.44M | 0.47% | −503−1.6% | Reduced |
| Freemont Management S.A. | 30,700 | $3.47M | 0.56% | −5,100−14.2% | Reduced |
| Ami Investment Management Inc | 30,767 | $3.48M | 1.56% | −285−0.9% | Reduced |
| Graypoint LLC | 30,768 | $3.48M | 0.33% | −766−2.4% | Reduced |
| Thomas Story & Son LLC | 30,775 | $3.48M | 1.69% | −1,625−5.0% | Reduced |
| Natixis | 30,789 | $3.48M | 0.03% | +30,789 | New |
| Coronation Fund Managers Ltd. | 30,935 | $3.49M | 0.10% | −9,245−23.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,957 | $3.50M | 0.05% | +1,663+5.7% | Added |
| Magnetar Financial LLC | 31,174 | $3.52M | 0.09% | +31,174 | New |
| Monarch Capital Management Inc | 31,255 | $3.53M | 1.13% | −335−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 31,520 | $3.56M | 0.02% | +31,520 | New |
| Prescott Group Capital Management, L.L.C. | 31,564 | $3.56M | 0.79% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 31,808 | $3.59M | 0.24% | −666−2.1% | Reduced |
| Glenview Trust Co | 31,938 | $3.61M | 0.10% | −1,463−4.4% | Reduced |
| New Mexico Educational Retirement Board | 32,116 | $3.63M | 0.16% | +1,300+4.2% | Added |
| Nicollet Investment Management, Inc. | 32,176 | $3.63M | 1.63% | −50.0% | Reduced |
| Cornerstone Advisors, LLC | 32,500 | $3.67M | 0.17% | +3,700+12.8% | Added |
| Bull Street Advisors, LLC | 32,520 | $3.67M | 1.94% | −75−0.2% | Reduced |
| Anchor Investment Management, LLC | 32,740 | $3.70M | 0.48% | +470+1.5% | Added |
| EULAV Asset Management | 32,816 | $3.71M | 0.14% | +160.0% | Added |
| Advisor Partners II, LLC | 32,997 | $3.73M | 0.15% | +3,987+13.7% | Added |
| Value Holdings Management Co. LLC | 33,000 | $3.73M | 0.82% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 33,064 | $3.73M | 0.08% | −2,561−7.2% | Reduced |
| Nilsine Partners, LLC | 33,089 | $3.74M | 0.57% | +575+1.8% | Added |
| Edgemoor Investment Advisors, Inc. | 33,282 | $3.76M | 0.44% | +2,246+7.2% | Added |
| Argent Trust Co | 33,404 | $3.77M | 0.21% | −360−1.1% | Reduced |
| TownSquare Capital, LLC | 34,031 | $3.84M | 0.07% | −164−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 34,194 | $3.86M | 0.16% | −116−0.3% | Reduced |
| Man Group plc | – | $3.89M | 0.01% | – | – |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $3.94M | 0.09% | 00.0% | Unchanged |
| SFE Investment Counsel | 35,011 | $3.95M | 1.15% | −4,469−11.3% | Reduced |
| Gilman Hill Asset Management, LLC | 35,551 | $4.02M | 0.79% | +490+1.4% | Added |
| Patton Albertson Miller Group, LLC | 35,926 | $4.06M | 0.80% | +826+2.4% | Added |
| First Business Financial Services, Inc. | 36,457 | $4.12M | 0.52% | +47+0.1% | Added |
| DF Dent & Co Inc | 36,661 | $4.14M | 0.06% | −544−1.5% | Reduced |
| Geneos Wealth Management Inc. | 36,738 | $4.15M | 0.21% | −1,339−3.5% | Reduced |
| Buckhead Capital Management LLC | 36,830 | $4.16M | 1.73% | −1,513−3.9% | Reduced |
| Compass Wealth Management LLC | 37,062 | $4.19M | 1.31% | −5,333−12.6% | Reduced |
| Chase Investment Counsel Corp | 37,384 | $4.22M | 2.11% | +15,040+67.3% | Added |
| Reynders McVeigh Capital Management, LLC | 37,411 | $4.23M | 0.29% | +253+0.7% | Added |
| Eley Financial Management, Inc | 37,309 | $4.24M | 2.16% | −233−0.6% | Reduced |
| Louisiana State Employees Retirement System | 37,800 | $4.27M | 0.10% | −400−1.0% | Reduced |
| Cetera Investment Advisers | 38,105 | $4.30M | 0.04% | +177+0.5% | Added |
| GDS Wealth Management | 38,189 | $4.31M | 0.68% | +5,931+18.4% | Added |
| Baxter Bros Inc | 38,375 | $4.33M | 0.66% | −37−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 38,377 | $4.34M | 2.12% | +455+1.2% | Added |
| Stone Run Capital, LLC | 38,547 | $4.35M | 2.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 38,700 | $4.37M | 0.02% | −348−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 38,707 | $4.37M | 0.09% | +10,332+36.4% | Added |
| Walleye Trading LLC | 38,740 | $4.38M | 0.10% | +38,740 | New |
| Cloverfields Capital Group, LP | 38,854 | $4.39M | 1.98% | −366−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 36,288 | $4.40M | 0.05% | −2,862−7.3% | Reduced |
| National Bank of Canada | 39,110 | $4.40M | 0.01% | −1,282−3.2% | Reduced |
| Eagle Rock Investment Company, LLC | 38,966 | $4.40M | 1.00% | −487−1.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 39,000 | $4.41M | 0.23% | −16,000−29.1% | Reduced |
| Point72 Europe (London) LLP | 39,200 | $4.43M | 0.60% | +19,200+96.0% | Added |
| Ellsworth Advisors, LLC | 39,660 | $4.44M | 1.58% | +645+1.7% | Added |
| Selway Asset Management | 39,445 | $4.46M | 2.05% | −1,275−3.1% | Reduced |
| Dillon & Associates Inc | 40,585 | $4.59M | 0.88% | +7,809+23.8% | Added |
| Tower Research Capital LLC (TRC) | 40,691 | $4.60M | 0.14% | +33,345+453.9% | Added |
| Credit Agricole S A | 40,703 | $4.60M | 0.14% | +5,769+16.5% | Added |
| Buffington Mohr McNeal | 40,886 | $4.62M | 1.05% | −1,192−2.8% | Reduced |
| Tiff Advisory Services Inc | 40,986 | $4.63M | 3.94% | −13,103−24.2% | Reduced |
| Tandem Investment Advisors, Inc. | 41,107 | $4.64M | 0.20% | +2,463+6.4% | Added |
| Guggenheim Capital LLC | 41,251 | $4.66M | 0.04% | +3,083+8.1% | Added |
| Timber Creek Capital Management LLC | 41,559 | $4.69M | 1.70% | −608−1.4% | Reduced |
| Cullinan Associates Inc | 41,683 | $4.71M | 0.27% | −2,634−5.9% | Reduced |
| Hartford Investment Management Co | 41,780 | $4.72M | 0.19% | −1,753−4.0% | Reduced |
| Carderock Capital Management Inc | 41,882 | $4.73M | 1.59% | +1,314+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 42,467 | $4.80M | 0.05% | −471−1.1% | Reduced |