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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 405 | $45.7K | 0.00% | −190−31.9% | Reduced |
| Laurel Wealth Advisors LLC | 440 | $49.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $51.3K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 467 | $52.8K | 0.05% | +467 | New |
| Farther Finance Advisors, LLC | 477 | $53.9K | 0.01% | +149+45.4% | Added |
| Zions Bancorporation, N.A. | 491 | $55.5K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 495 | $55.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 501 | $56.6K | 0.05% | −40−7.4% | Reduced |
| Deseret Mutual Benefit Administrators | 502 | $56.7K | 0.03% | −104−17.2% | Reduced |
| Hoese & Co LLP | 508 | $57.4K | 0.06% | −80−13.6% | Reduced |
| Larson Financial Group LLC | 541 | $61.1K | 0.01% | −349−39.2% | Reduced |
| Private Ocean, LLC | 543 | $61.3K | 0.01% | −762−58.4% | Reduced |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 558 | $63.0K | 0.03% | +453+431.4% | Added |
| Bay Harbor Wealth Management, LLC | 570 | $64.4K | 0.03% | +5+0.9% | Added |
| Eagle Bay Advisors LLC | 587 | $66.3K | 0.03% | −4−0.7% | Reduced |
| MV Capital Management, Inc. | 591 | $66.8K | 0.01% | +5+0.9% | Added |
| First PREMIER Bank | 600 | $68.0K | 0.02% | −400−40.0% | Reduced |
| Global Trust Asset Management, LLC | 606 | $68.5K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 611 | $69.0K | 0.01% | −29,180−97.9% | Reduced |
| Castleview Partners, LLC | 625 | $70.6K | 0.07% | +86+16.0% | Added |
| Hallmark Capital Management Inc | 635 | $71.7K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $71.7K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 662 | $75.0K | 0.00% | −20−2.9% | Reduced |
| Itau Unibanco Holding S.A. | 685 | $77.4K | 0.00% | +685 | New |
| Covestor Ltd | 702 | $79.0K | 0.06% | −16−2.2% | Reduced |
| WR Wealth Planners, LLC | 703 | $79.4K | 0.03% | +230+48.6% | Added |
| Bank of New Hampshire | 710 | $80.2K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 720 | $81.3K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 730 | $82.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 732 | $82.7K | 0.05% | −227−23.7% | Reduced |
| GeoWealth Management, LLC | 756 | $85.0K | 0.01% | +570+306.5% | Added |
| Headlands Technologies LLC | 797 | $90.0K | 0.04% | +797 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $93.0K | 0.08% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 844 | $95.3K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 848 | $95.8K | 0.05% | +848 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $98.5K | 0.06% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 872 | $98.5K | 0.03% | +872 | New |
| Evermay Wealth Management LLC | 876 | $99.0K | 0.02% | +76+9.5% | Added |
| Mendota Financial Group, LLC | 919 | $103.8K | 0.11% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $110.7K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,049 | $118.5K | 0.00% | +49+4.9% | Added |
| South Dakota Investment Council | 1,107 | $125.0K | 0.00% | −1,300−54.0% | Reduced |
| JNBA Financial Advisors | 1,114 | $125.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,141 | $128.9K | 0.02% | −91−7.4% | Reduced |
| Natixis Investment Managers International | 1,172 | $132.4K | 0.01% | −76−6.1% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $133.2K | 0.01% | −40−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,219 | $137.7K | 0.03% | +668+121.2% | Added |
| Ronald Blue Trust, Inc. | 1,154 | $146.0K | 0.00% | +43+3.9% | Added |
| JFS Wealth Advisors, LLC | 1,334 | $150.7K | 0.01% | +1,146+609.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,389 | $156.9K | 0.08% | +1,389 | New |
| Glassman Wealth Services | 1,411 | $159.4K | 0.03% | +256+22.2% | Added |
| Sandy Spring Bank | 1,429 | $161.4K | 0.01% | −74−4.9% | Reduced |
| Trust Co of Vermont | 1,470 | $166.1K | 0.01% | −305−17.2% | Reduced |
| Independence Bank of Kentucky | 1,495 | $168.9K | 0.07% | +290+24.1% | Added |
| Financial Management Professionals, Inc. | 1,492 | $169.0K | 0.03% | −544−26.7% | Reduced |
| City State Bank | 1,495 | $169.0K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 1,505 | $170.0K | 0.01% | −40−2.6% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $174.0K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,546 | $174.6K | 0.05% | −2−0.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,583 | $178.8K | 0.09% | +36+2.3% | Added |
| Washington Trust Advisors, Inc. | 1,584 | $178.9K | 0.02% | +14+0.9% | Added |
| Alta Advisers Ltd | 1,600 | $180.7K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,654 | $186.8K | 0.05% | +329+24.8% | Added |
| Old Second National Bank of Aurora | 1,670 | $188.6K | 0.06% | −354−17.5% | Reduced |
| International Assets Investment Management, LLC | 11,602 | $190.7K | 0.03% | +11,602 | New |
| Union Savings Bank | 1,700 | $192.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,710 | $193.2K | 0.04% | −64−3.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,738 | $196.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,759 | $198.7K | 0.07% | +16+0.9% | Added |
| Fermata Advisors, LLC | 1,775 | $200.5K | 0.06% | +1,775 | New |
| Advanced Asset Management Advisors Inc | 1,780 | $201.1K | 0.05% | +1,780 | New |
| Security National Bank of Sioux City Iowa | 1,792 | $202.4K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 443 | $202.7K | 0.10% | −1,169−72.5% | Reduced |
| Legacy Financial Group LLC | 1,805 | $203.9K | 0.05% | +1,805 | New |
| Ci Investments Inc. | 1,815 | $205.0K | 0.00% | +55+3.1% | Added |
| Cutter & CO Brokerage, Inc. | 1,820 | $205.6K | 0.06% | −85−4.5% | Reduced |
| Lodestar Private Asset Management LLC | 1,830 | $206.7K | 0.04% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,836 | $207.4K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,839 | $207.7K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,844 | $208.3K | 0.11% | 00.0% | Unchanged |
| Boit C F David | 1,850 | $208.8K | 0.14% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,849 | $208.9K | 0.13% | −8,897−82.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,850 | $209.0K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,858 | $209.9K | 0.09% | +184+11.0% | Added |
| Strategic Blueprint, LLC | 1,872 | $211.5K | 0.02% | −1−0.1% | Reduced |
| Avestar Capital, LLC | 1,872 | $211.5K | 0.03% | +202+12.1% | Added |
| Cable Hill Partners, LLC | 1,874 | $211.7K | 0.03% | +80+4.5% | Added |
| Prestige Wealth Management Group LLC | 1,882 | $212.6K | 0.05% | +1,629+643.9% | Added |
| CKW Financial Group | 1,900 | $215.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,902 | $215.0K | 0.04% | +300+18.7% | Added |
| Perkins Coie Trust Co | 1,913 | $216.1K | 0.06% | +1,913 | New |
| Girard Partners Ltd. | 1,924 | $217.3K | 0.02% | −2−0.1% | Reduced |
| Perigon Wealth Management, LLC | 1,926 | $217.6K | 0.01% | +188+10.8% | Added |
| Angeles Wealth Management, LLC | 1,928 | $217.8K | 0.03% | +145+8.1% | Added |
| LCNB Corp | 1,930 | $218.0K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,936 | $218.7K | 0.15% | −3−0.2% | Reduced |
| Wealth Management Associates, Inc. | 1,938 | $218.9K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Services | 1,944 | $219.6K | 0.12% | −1,150−37.2% | Reduced |