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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 1,944 | $219.6K | 0.08% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,945 | $219.7K | 0.05% | −10−0.5% | Reduced |
| Western Wealth Management, LLC | 1,952 | $220.5K | 0.02% | 00.0% | Unchanged |
| American Money Management, LLC | 1,963 | $221.7K | 0.06% | +213+12.2% | Added |
| Congress Wealth Management LLC | 1,963 | $221.8K | 0.00% | −907−31.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,967 | $222.2K | 0.18% | +195+11.0% | Added |
| Claro Advisors LLC | 1,969 | $222.4K | 0.06% | +4+0.2% | Added |
| Virtue Capital Management, LLC | 1,791 | $223.7K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,986 | $224.3K | 0.05% | +20+1.0% | Added |
| Osterweis Capital Management Inc | 1,990 | $224.8K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 2,000 | $225.9K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,000 | $225.9K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $225.9K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,005 | $226.5K | 0.05% | +64+3.3% | Added |
| Old Port Advisors | 2,007 | $226.7K | 0.08% | +2,007 | New |
| Sage Mountain Advisors LLC | 2,012 | $227.3K | 0.03% | −192−8.7% | Reduced |
| Proficio Capital Partners LLC | 2,012 | $227.3K | 0.03% | +62+3.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,015 | $229.0K | 0.12% | −500−19.9% | Reduced |
| De Burlo Group Inc | 2,063 | $233.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,064 | $233.1K | 0.02% | +2,064 | New |
| Chicago Partners Investment Group LLC | 2,137 | $234.2K | 0.01% | −120−5.3% | Reduced |
| Oxford Financial Group Ltd | 2,074 | $234.3K | 0.02% | +2,074 | New |
| Allstate Corp | 2,075 | $234.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 2,094 | $236.5K | 0.00% | −140−6.3% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $237.2K | 0.09% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,105 | $237.8K | 0.02% | +352+20.1% | Added |
| Baron Wealth Management LLC | 2,109 | $238.2K | 0.15% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,109 | $238.2K | 0.03% | +2,109 | New |
| Gateway Investment Advisers LLC | 2,110 | $238.3K | 0.00% | −125−5.6% | Reduced |
| Marcum Wealth, LLC | 2,129 | $240.5K | 0.03% | −15−0.7% | Reduced |
| Kaizen Financial Strategies | 2,132 | $240.8K | 0.20% | −16−0.7% | Reduced |
| Canandaigua National Bank & Trust Co | 2,133 | $240.9K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,134 | $241.2K | 0.01% | +387+22.2% | Added |
| Keudell/Morrison Wealth Management | 2,141 | $241.8K | 0.07% | +26+1.2% | Added |
| Buckingham Strategic Partners | 2,141 | $241.8K | 0.01% | +2,141 | New |
| Arden Trust Co | 2,164 | $244.4K | 0.04% | −371−14.6% | Reduced |
| Private Trust Co NA | 2,180 | $246.3K | 0.03% | +821+60.4% | Added |
| Dechtman Wealth Management, LLC | 2,188 | $247.0K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 2,188 | $247.2K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,199 | $248.4K | 0.13% | −4−0.2% | Reduced |
| Hengehold Capital Management LLC | 2,201 | $248.6K | 0.03% | +293+15.4% | Added |
| Physicians Financial Services, Inc. | 2,215 | $250.0K | 0.10% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $251.2K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,227 | $251.6K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,228 | $251.7K | 0.03% | +153+7.4% | Added |
| One Wealth Advisors, LLC | 2,234 | $252.4K | 0.06% | −121−5.1% | Reduced |
| Sepio Capital, LP | 2,239 | $252.9K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,241 | $253.0K | 0.02% | +2,241 | New |
| Arete Wealth Advisors, LLC | 2,242 | $253.2K | 0.04% | +221+10.9% | Added |
| Ropes Wealth Advisors LLC | 2,244 | $253.5K | 0.05% | +332+17.4% | Added |
| ORG Partners LLC | 2,261 | $255.4K | 0.08% | −93−4.0% | Reduced |
| Watershed Asset Management, L.L.C. | 2,268 | $256.2K | 0.31% | +2,268 | New |
| Regent Peak Wealth Advisors LLC | 2,288 | $258.5K | 0.08% | +18+0.8% | Added |
| Power Corp of Canada | 2,290 | $258.7K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $258.9K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 2,295 | $259.2K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,299 | $259.7K | 0.03% | +40+1.8% | Added |
| Sax Wealth Advisors, LLC | 2,299 | $259.8K | 0.05% | +2,299 | New |
| Greenwich Investment Management, Inc. | 2,302 | $260.0K | 0.21% | 00.0% | Unchanged |
| Capital International Inc | 2,310 | $260.9K | 0.00% | +15+0.7% | Added |
| Fosun International Ltd | 2,313 | $261.3K | 0.04% | −5,240−69.4% | Reduced |
| Horan Securities, Inc. | 2,321 | $262.2K | 0.14% | +43+1.9% | Added |
| Y.D. More Investments Ltd | 2,322 | $262.3K | 0.05% | −2,877−55.3% | Reduced |
| Arrow Financial Corp | 2,325 | $262.6K | 0.03% | −50−2.1% | Reduced |
| Aveo Capital Partners, LLC | 2,336 | $263.9K | 0.03% | −18−0.8% | Reduced |
| Soltis Investment Advisors LLC | 2,350 | $265.5K | 0.03% | −151−6.0% | Reduced |
| PFG Investments, LLC | 2,355 | $266.0K | 0.05% | +35+1.5% | Added |
| Peterson Wealth Services | 2,367 | $267.4K | 0.20% | −4−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $268.4K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,380 | $268.8K | 0.14% | +32+1.4% | Added |
| Brighton Jones LLC | 2,385 | $269.4K | 0.01% | +92+4.0% | Added |
| Fort Washington Investment Advisors Inc | 2,385 | $269.4K | 0.00% | +2,385 | New |
| Garden State Investment Advisory Services LLC | 2,386 | $269.5K | 0.13% | +2,386 | New |
| Corundum Group, Inc. | 2,400 | $271.1K | 0.15% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,407 | $271.9K | 0.14% | −16−0.7% | Reduced |
| Avitas Wealth Management LLC | 2,429 | $274.4K | 0.05% | +2,429 | New |
| Leavell Investment Management, Inc. | 2,445 | $276.0K | 0.02% | −100−3.9% | Reduced |
| Janney Capital Management LLC | 2,440 | $276.0K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,448 | $276.5K | 0.03% | +2,448 | New |
| Silver Oak Securities, Inc | 2,458 | $277.7K | 0.06% | +355+16.9% | Added |
| YHB Investment Advisors, Inc. | 2,479 | $280.0K | 0.03% | −500−16.8% | Reduced |
| Venture Visionary Partners LLC | 2,480 | $280.1K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,486 | $280.8K | 0.03% | −63−2.5% | Reduced |
| FDx Advisors, Inc. | 2,489 | $281.0K | 0.02% | −1,401−36.0% | Reduced |
| TD Private Client Wealth LLC | 2,491 | $281.4K | 0.01% | +78+3.2% | Added |
| Ipswich Investment Management Co., Inc. | 2,495 | $281.8K | 0.08% | −200−7.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $282.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,533 | $286.1K | 0.05% | 00.0% | Unchanged |
| Advisor Resource Council | 2,533 | $286.1K | 0.19% | +372+17.2% | Added |
| CVA Family Office, LLC | 2,540 | $286.9K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $287.0K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,542 | $287.1K | 0.03% | −2,613−50.7% | Reduced |
| Salem Investment Counselors Inc | 2,547 | $287.7K | 0.01% | −285−10.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,549 | $287.9K | 0.10% | +131+5.4% | Added |
| Raleigh Capital Management Inc. | 2,549 | $287.9K | 0.15% | +135+5.6% | Added |
| BSW Wealth Partners | 2,567 | $290.0K | 0.06% | +565+28.2% | Added |
| Ingalls & Snyder LLC | 2,568 | $290.0K | 0.01% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,572 | $290.5K | 0.02% | −68−2.6% | Reduced |
| Independent Financial Group, LLC | 2,574 | $290.8K | 0.02% | +23+0.9% | Added |
| Steward Financial Group LLC | 2,585 | $292.0K | 0.09% | −53−2.0% | Reduced |