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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 69,104 | $7.81M | 0.02% | −21,263−23.5% | Reduced |
| CenterBook Partners LP | 70,245 | $7.93M | 0.99% | +36,927+110.8% | Added |
| Webster Bank, N. A. | 70,340 | $7.95M | 1.07% | −285−0.4% | Reduced |
| CIBC World Markets Inc. | 70,753 | $7.99M | 0.03% | −6,518−8.4% | Reduced |
| Nissay Asset Management Corp | 70,857 | $8.00M | 0.07% | +1,675+2.4% | Added |
| Addenda Capital Inc. | 71,091 | $8.03M | 0.35% | −1,606−2.2% | Reduced |
| Captrust Financial Advisors | 79,519 | $8.03M | 0.03% | +27,820+53.8% | Added |
| Headinvest, LLC | 71,242 | $8.04M | 1.75% | +100+0.1% | Added |
| Bahl & Gaynor Inc | 71,238 | $8.05M | 0.05% | −146−0.2% | Reduced |
| First Hawaiian Bank | 71,640 | $8.09M | 0.28% | +4,558+6.8% | Added |
| Bragg Financial Advisors, Inc | 71,998 | $8.13M | 0.43% | −484−0.7% | Reduced |
| Cadinha & Co LLC | 72,338 | $8.17M | 1.81% | +65,060+893.9% | Added |
| Ethic Inc. | 73,315 | $8.28M | 0.29% | +683+0.9% | Added |
| Bellecapital International Ltd. | 73,331 | $8.28M | 2.08% | +615+0.8% | Added |
| Daiwa Securities Group Inc. | 74,068 | $8.37M | 0.06% | +3,567+5.1% | Added |
| Synovus Financial Corp | 74,438 | $8.41M | 0.10% | −7,414−9.1% | Reduced |
| Prio Wealth Limited Partnership | 74,838 | $8.45M | 0.33% | 00.0% | Unchanged |
| Bailard, Inc. | 75,691 | $8.55M | 0.28% | +1,055+1.4% | Added |
| Quantitative Investment Management, LLC | 75,950 | $8.58M | 1.32% | +75,950 | New |
| Steamboat Capital Partners, LLC | 76,761 | $8.67M | 3.21% | +1,424+1.9% | Added |
| Venturi Wealth Management, LLC | 76,999 | $8.70M | 0.68% | +69,446+919.4% | Added |
| Perennial Advisors, LLC | 77,411 | $8.74M | 2.36% | +121+0.2% | Added |
| Romano Brothers and Company | 77,952 | $8.81M | 1.37% | −885−1.1% | Reduced |
| River & Mercantile Asset Management LLP | 79,946 | $9.03M | 2.11% | −20,328−20.3% | Reduced |
| Puzo Michael J | 80,374 | $9.08M | 3.08% | +300+0.4% | Added |
| Redwood Grove Capital, LLC | 80,498 | $9.09M | 3.64% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 80,821 | $9.13M | 0.79% | −571−0.7% | Reduced |
| Seven Eight Capital, LP | 81,147 | $9.17M | 1.07% | +67,488+494.1% | Added |
| Matrix Asset Advisors Inc | 81,443 | $9.20M | 1.31% | −760−0.9% | Reduced |
| State of Alaska, Department of Revenue | 82,188 | $9.28M | 0.12% | −4,060−4.7% | Reduced |
| Shelton Capital Management | 83,073 | $9.38M | 0.35% | +1,800+2.2% | Added |
| Farmers & Merchants Investments Inc | 83,670 | $9.45M | 0.37% | −2,879−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 84,491 | $9.54M | 0.03% | +82,502+4,147.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 84,708 | $9.57M | 2.07% | −1,482−1.7% | Reduced |
| Marshall Wace, LLP | 84,830 | $9.58M | 0.02% | −602,658−87.7% | Reduced |
| Yousif Capital Management, LLC | 85,131 | $9.62M | 0.12% | −2,954−3.4% | Reduced |
| Mutual of America Capital Management LLC | 85,262 | $9.63M | 0.12% | −8,190−8.8% | Reduced |
| Harber Asset Management LLC | 85,374 | $9.64M | 2.69% | +7,975+10.3% | Added |
| Shell Asset Management Co | 85,847 | $9.70M | 0.40% | −68,648−44.4% | Reduced |
| Hunter Associates Investment Management LLC | 86,657 | $9.79M | 1.99% | +3,966+4.8% | Added |
| Broderick Brian C | 87,964 | $9.94M | 2.74% | +2,139+2.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 88,540 | $10.0M | 0.96% | +88,540 | New |
| Logan Capital Management Inc | 89,237 | $10.1M | 0.51% | +454+0.5% | Added |
| GAM Holding AG | 89,242 | $10.1M | 0.74% | −200.0% | Reduced |
| Xponance, Inc. | 89,415 | $10.1M | 0.14% | −75−0.1% | Reduced |
| Kidder Stephen W | 89,519 | $10.1M | 3.51% | +355+0.4% | Added |
| APG Asset Management N.V. | 89,600 | $10.1M | 0.02% | −8,200−8.4% | Reduced |
| Bell Asset Management Ltd | 90,210 | $10.2M | 1.68% | +8,825+10.8% | Added |
| Baldwin Brothers Inc | 90,442 | $10.2M | 0.88% | +445+0.5% | Added |
| Lee Danner & Bass Inc | 90,943 | $10.3M | 0.93% | −2,218−2.4% | Reduced |
| Robertson Opportunity Capital, LLC | 91,083 | $10.3M | 4.86% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 92,314 | $10.4M | 2.24% | −21,109−18.6% | Reduced |
| Vestor Capital, LLC | 92,640 | $10.5M | 1.14% | +3,027+3.4% | Added |
| Assenagon Asset Management S.A. | 93,537 | $10.6M | 0.04% | +75,874+429.6% | Added |
| First National Trust Co | 94,774 | $10.7M | 0.51% | +1,191+1.3% | Added |
| Oregon Public Employees Retirement Fund | 95,386 | $10.8M | 0.15% | −22,015−18.8% | Reduced |
| ClariVest Asset Management LLC | 97,434 | $11.0M | 0.60% | −6,732−6.5% | Reduced |
| CIBC World Markets Corp | 97,908 | $11.1M | 0.11% | −27,986−22.2% | Reduced |
| Busey Wealth Management | 98,659 | $11.1M | 0.48% | +916+0.9% | Added |
| Swiss Life Asset Management Ltd | 98,864 | $11.2M | 0.17% | −36,220−26.8% | Reduced |
| Agf Management Ltd | 99,093 | $11.2M | 0.08% | +3,072+3.2% | Added |
| MML Investors Services, LLC | 99,533 | $11.2M | 0.06% | +8,190+9.0% | Added |
| Oppenheimer Asset Management Inc. | 101,348 | $11.4M | 0.18% | +3,892+4.0% | Added |
| CCM Investment Advisers LLC | 101,664 | $11.5M | 1.58% | −610−0.6% | Reduced |
| Zacks Investment Management | 101,918 | $11.5M | 0.15% | +2,220+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 102,365 | $11.6M | 0.18% | +9,461+10.2% | Added |
| Allianz Asset Management GmbH | 102,982 | $11.6M | 0.02% | +14,900+16.9% | Added |
| Covington Investment Advisors Inc. | 104,092 | $11.8M | 2.41% | −515−0.5% | Reduced |
| Tudor Investment Corp Et Al | 104,109 | $11.8M | 0.17% | +104,109 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 104,291 | $11.8M | 0.41% | −2,924−2.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 104,457 | $11.8M | 3.17% | −820−0.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 104,642 | $11.8M | 0.76% | −845−0.8% | Reduced |
| Utah Retirement Systems | 104,760 | $11.8M | 0.17% | −800−0.8% | Reduced |
| McRae Capital Management Inc | 105,415 | $11.9M | 3.53% | −393−0.4% | Reduced |
| USS Investment Management Ltd | 105,524 | $11.9M | 0.13% | +5,400+5.4% | Added |
| Czech National Bank | 106,548 | $12.0M | 0.19% | +33,470+45.8% | Added |
| Commonwealth Equity Services, LLC | 106,624 | $12.0M | 0.02% | +177+0.2% | Added |
| Vident Advisory, LLC | 106,684 | $12.1M | 0.37% | +106,684 | New |
| Brant Point Investment Management LLC | 109,516 | $12.4M | 2.93% | −7,327−6.3% | Reduced |
| Core Alternative Capital | 109,632 | $12.4M | 1.91% | −7,899−6.7% | Reduced |
| Rockefeller Capital Management L.P. | 111,088 | $12.6M | 0.05% | +704+0.6% | Added |
| Palisade Capital Management LLC | 114,202 | $12.9M | 0.36% | +3,419+3.1% | Added |
| New York Life Investment Management LLC | 115,732 | $13.1M | 0.14% | −4,534−3.8% | Reduced |
| DnB Asset Management AS | 115,747 | $13.1M | 0.08% | +660+0.6% | Added |
| Montag A & Associates Inc | 116,038 | $13.1M | 0.83% | −220−0.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 118,583 | $13.4M | 0.18% | −6,400−5.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,553 | $13.4M | 0.09% | −1,214−1.0% | Reduced |
| Panagora Asset Management Inc | 119,232 | $13.5M | 0.08% | −10,424−8.0% | Reduced |
| RSM US Wealth Management LLC | 119,978 | $13.6M | 0.48% | −663−0.5% | Reduced |
| Sunriver Management LLC | 120,465 | $13.6M | 2.57% | −53,302−30.7% | Reduced |
| Stanley Capital Management, LLC | 121,559 | $13.7M | 3.66% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,574 | $13.8M | 0.11% | +14,913+13.9% | Added |
| Foyston, Gordon, & Payne Inc | 123,263 | $13.9M | 3.80% | +20,059+19.4% | Added |
| Dorsey & Whitney Trust CO LLC | 123,652 | $14.0M | 1.22% | −1,071−0.9% | Reduced |
| CIBC Asset Management Inc | 124,699 | $14.1M | 0.06% | −3,597−2.8% | Reduced |
| Texas Permanent School Fund | 125,972 | $14.2M | 0.14% | −3,483−2.7% | Reduced |
| Fifth Third Bancorp | 126,157 | $14.3M | 0.07% | −15,843−11.2% | Reduced |
| IFM Investors Pty Ltd | 126,698 | $14.3M | 0.19% | +3,486+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 127,543 | $14.4M | 0.13% | +96,646+312.8% | Added |
| Point72 Middle East FZE | 127,721 | $14.4M | 0.87% | +127,721 | New |