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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 42,474 | $4.80M | 0.01% | +4,427+11.6% | Added |
| Hohimer Wealth Management, LLC | 42,940 | $4.85M | 1.39% | −969−2.2% | Reduced |
| Soros Capital Management LLC | 43,315 | $4.89M | 2.45% | −1,068−2.4% | Reduced |
| RMB Capital Management, LLC | 43,374 | $4.90M | 0.17% | −120.0% | Reduced |
| Trexquant Investment LP | 43,473 | $4.91M | 0.12% | +43,473 | New |
| Securian Asset Management, Inc | 43,746 | $4.94M | 0.15% | −7,545−14.7% | Reduced |
| Teza Capital Management LLC | 43,753 | $4.94M | 0.80% | +13,219+43.3% | Added |
| Kovitz Investment Group Partners, LLC | 44,080 | $4.98M | 0.09% | −1,896−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 43,484 | $4.99M | 0.11% | +4,237+10.8% | Added |
| Close Asset Management Ltd | 44,151 | $4.99M | 0.26% | +3,422+8.4% | Added |
| Baker Ellis Asset Management LLC | 44,177 | $4.99M | 0.90% | −1,485−3.3% | Reduced |
| Aquatic Capital Management LLC | 44,700 | $5.05M | 0.21% | +44,700 | New |
| Heritage Trust Co | 44,804 | $5.06M | 0.79% | −332−0.7% | Reduced |
| Qsemble Capital Management, LP | 44,900 | $5.07M | 0.95% | +44,900 | New |
| Resources Management Corp | 44,907 | $5.07M | 0.83% | +44,907 | New |
| Maytus Capital Management, LLC | 45,000 | $5.08M | 2.83% | +13,500+42.9% | Added |
| Diversified Trust Co | 45,086 | $5.09M | 0.19% | +18,554+69.9% | Added |
| Kestra Advisory Services, LLC | 45,095 | $5.09M | 0.05% | +19,514+76.3% | Added |
| John G Ullman & Associates Inc | 45,743 | $5.17M | 0.85% | −662−1.4% | Reduced |
| Marshall & Sullivan Inc | 45,769 | $5.17M | 3.01% | −846−1.8% | Reduced |
| Karpas Strategies, LLC | 45,995 | $5.20M | 1.91% | −450−1.0% | Reduced |
| First Western Trust Bank | 46,064 | $5.20M | 0.28% | −1,809−3.8% | Reduced |
| Meridian Management Co | 46,115 | $5.21M | 1.70% | −530−1.1% | Reduced |
| M. Kraus & Co | 46,135 | $5.21M | 1.85% | −80−0.2% | Reduced |
| CMH Wealth Management LLC | 46,782 | $5.28M | 1.48% | −220−0.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,890 | $5.30M | 0.85% | −18,045−27.8% | Reduced |
| Maryland State Retirement & Pension System | 46,974 | $5.31M | 0.12% | 00.0% | Unchanged |
| First National Bank of Omaha | 47,220 | $5.33M | 0.35% | −7,146−13.1% | Reduced |
| Ayrshire Capital Management LLC | 47,228 | $5.33M | 3.45% | −891−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,281 | $5.34M | 0.29% | +24,057+103.6% | Added |
| HGK Asset Management Inc | 47,486 | $5.36M | 1.75% | +1,547+3.4% | Added |
| Palmer Knight Co | 47,756 | $5.39M | 3.62% | −11,276−19.1% | Reduced |
| First Republic Investment Management, Inc. | 47,842 | $5.40M | 0.02% | +47,842 | New |
| FORA Capital, LLC | 47,989 | $5.42M | 0.48% | +47,989 | New |
| Snowden Capital Advisors LLC | 48,557 | $5.48M | 0.23% | −3,111−6.0% | Reduced |
| Wilkins Investment Counsel Inc | 48,825 | $5.51M | 1.49% | −475−1.0% | Reduced |
| Delaney Dennis R | 49,286 | $5.57M | 3.59% | −60−0.1% | Reduced |
| Kentucky Retirement Systems | 49,414 | $5.58M | 0.19% | −219−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 49,801 | $5.63M | 0.67% | +49,801 | New |
| HM Payson & Co | 50,023 | $5.65M | 0.13% | −1,333−2.6% | Reduced |
| Spire Wealth Management | 50,057 | $5.65M | 0.22% | −20,941−29.5% | Reduced |
| Oarsman Capital, Inc. | 50,101 | $5.66M | 2.36% | +1,071+2.2% | Added |
| Notis-McConarty Edward | 50,215 | $5.67M | 2.31% | −335−0.7% | Reduced |
| Verdence Capital Advisors LLC | 50,542 | $5.71M | 0.62% | +1,566+3.2% | Added |
| Redmond Asset Management, LLC | 50,884 | $5.75M | 2.05% | −263−0.5% | Reduced |
| Jacobs & Co | 51,004 | $5.76M | 0.72% | +2,664+5.5% | Added |
| Hills Bank & Trust Co | 51,238 | $5.79M | 0.67% | −2,354−4.4% | Reduced |
| Eagle Asset Management Inc | 51,356 | $5.80M | 0.03% | −392−0.8% | Reduced |
| La Banque Postale Asset Management SA | 51,621 | $5.83M | 0.13% | +12,572+32.2% | Added |
| McKinley Carter Wealth Services, Inc. | 51,634 | $5.83M | 0.46% | +80.0% | Added |
| Elo Mutual Pension Insurance Co | 51,666 | $5.84M | 0.18% | +594+1.2% | Added |
| Cetera Advisor Networks LLC | 51,670 | $5.84M | 0.04% | +3,399+7.0% | Added |
| Prudential PLC | 52,184 | $5.89M | 0.07% | +19,568+60.0% | Added |
| BTC Capital Management, Inc. | 52,840 | $5.97M | 0.69% | −1,498−2.8% | Reduced |
| Cyrus J. Lawrence, LLC | 53,136 | $6.00M | 1.65% | +665+1.3% | Added |
| Contravisory Investment Management, Inc. | 53,202 | $6.01M | 1.70% | −1,632−3.0% | Reduced |
| Cox Capital Mgt LLC | 53,819 | $6.08M | 4.28% | +1,689+3.2% | Added |
| Builder Investment Group Inc | 54,136 | $6.12M | 2.40% | −400−0.7% | Reduced |
| Brooktree Capital Management | 54,272 | $6.13M | 5.12% | −686−1.2% | Reduced |
| Liberty Capital Management, Inc. | 54,457 | $6.15M | 1.82% | +779+1.5% | Added |
| Sendero Wealth Management, LLC | 54,607 | $6.17M | 1.32% | +5,000+10.1% | Added |
| Los Angeles Capital Management LLC | 54,610 | $6.17M | 0.03% | +22,004+67.5% | Added |
| ProVise Management Group, LLC | 54,721 | $6.18M | 0.57% | +2,618+5.0% | Added |
| Smithbridge Asset Management Inc | 54,923 | $6.20M | 1.54% | −479−0.9% | Reduced |
| Atria Investments LLC | 55,014 | $6.21M | 0.11% | +2,029+3.8% | Added |
| Brinker Capital Investments, LLC | 56,183 | $6.35M | 0.08% | −7,710−12.1% | Reduced |
| Orion Portfolio Solutions, LLC | 56,183 | $6.35M | 0.08% | −7,710−12.1% | Reduced |
| M&R Capital Management Inc | 56,796 | $6.42M | 1.76% | −149−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 57,011 | $6.44M | 0.18% | −5,893−9.4% | Reduced |
| FineMark National Bank & Trust | 57,156 | $6.46M | 0.28% | −710−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,966 | $6.55M | 0.03% | +1,256+2.2% | Added |
| SG Americas Securities, LLC | 57,982 | $6.55M | 0.09% | +1,647+2.9% | Added |
| Middleton & Co Inc | 58,234 | $6.58M | 0.91% | −5,398−8.5% | Reduced |
| Tocqueville Asset Management L.P. | 58,562 | $6.62M | 0.13% | −1,805−3.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,661 | $6.63M | 0.10% | +3,006+5.4% | Added |
| Cozad Asset Management Inc | 59,684 | $6.74M | 0.88% | −3,107−4.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $6.78M | 0.09% | 00.0% | Unchanged |
| LSV Asset Management | 61,000 | $6.89M | 0.02% | −4,200−6.4% | Reduced |
| Chesley Taft & Associates LLC | 61,030 | $6.89M | 0.45% | +1,815+3.1% | Added |
| Marks Group Wealth Management, Inc | 62,074 | $7.01M | 0.87% | −717−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 62,302 | $7.04M | 0.21% | −15,697−20.1% | Reduced |
| Janney Montgomery Scott LLC | 62,769 | $7.09M | 0.03% | +3,111+5.2% | Added |
| Great Valley Advisor Group, Inc. | 63,728 | $7.20M | 0.30% | +5,109+8.7% | Added |
| Hantz Financial Services, Inc. | 64,226 | $7.25M | 0.18% | −946−1.5% | Reduced |
| Live Oak Private Wealth LLC | 64,541 | $7.29M | 1.55% | +63+0.1% | Added |
| Papp L Roy & Associates | 64,849 | $7.33M | 0.99% | −190−0.3% | Reduced |
| Running Oak Capital LLC | 64,971 | $7.34M | 1.88% | −893−1.4% | Reduced |
| Public Sector Pension Investment Board | 65,300 | $7.38M | 0.05% | −32,405−33.2% | Reduced |
| Peapack Gladstone Financial Corp | 65,301 | $7.38M | 0.14% | +7,349+12.7% | Added |
| American National Bank | 66,267 | $7.49M | 1.27% | +1,263+1.9% | Added |
| Pinnacle Financial Partners Inc | 66,269 | $7.49M | 0.19% | −835−1.2% | Reduced |
| Thompson Investment Management, Inc. | 66,393 | $7.50M | 1.33% | −2,028−3.0% | Reduced |
| Longbow Finance SA | 67,371 | $7.61M | 0.92% | −240−0.4% | Reduced |
| 1832 Asset Management L.P. | 67,783 | $7.66M | 0.02% | −700−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 38,248 | $7.73M | 1.83% | +633+1.7% | Added |
| Intech Investment Management LLC | 68,600 | $7.75M | 0.11% | +5,848+9.3% | Added |
| Woodstock Corp | 69,013 | $7.80M | 0.98% | +800+1.2% | Added |
| Legal Advantage Investments, Inc. | 69,027 | $7.80M | 5.57% | −500−0.7% | Reduced |
| Cheviot Value Management, LLC | 69,046 | $7.80M | 1.73% | −3,383−4.7% | Reduced |
| Mizuho Markets Americas LLC | 69,100 | $7.81M | 0.29% | +69,100 | New |