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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 2,596 | $293.2K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,410 | $294.4K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,614 | $295.3K | 0.10% | +501+23.7% | Added |
| Richard W. Paul & Associates, LLC | 2,616 | $295.5K | 0.14% | −101−3.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,621 | $296.1K | 0.13% | +166+6.8% | Added |
| Norwood Financial Corp | 2,625 | $296.5K | 0.48% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,628 | $296.9K | 0.01% | +28+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,618 | $297.0K | 0.22% | 00.0% | Unchanged |
| Sandler Capital Management | 2,650 | $299.3K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,655 | $299.9K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 2,679 | $302.6K | 0.01% | +379+16.5% | Added |
| Carlson Capital Management | 2,684 | $303.2K | 0.02% | −24−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,694 | $304.3K | 0.04% | +795+41.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,694 | $304.3K | 0.02% | +2,694 | New |
| Tobam | 2,705 | $306.0K | 0.02% | −642−19.2% | Reduced |
| Seelaus Asset Management LLC | 2,730 | $308.4K | 0.35% | −6,133−69.2% | Reduced |
| PDS Planning, Inc | 2,755 | $311.2K | 0.04% | +105+4.0% | Added |
| Symmetry Investments LP | 2,784 | $314.5K | 0.09% | +2,784 | New |
| Gradient Investments LLC | 2,785 | $314.6K | 0.01% | +483+21.0% | Added |
| Colonial Trust Co | 2,791 | $315.3K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 2,820 | $318.5K | 0.00% | +500+21.6% | Added |
| CRA Financial Services, LLC | 2,843 | $321.1K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,846 | $321.5K | 0.02% | −1,496−34.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,888 | $326.2K | 0.51% | −158−5.2% | Reduced |
| Operose Advisors LLC | 2,890 | $326.5K | 0.13% | −1,744−37.6% | Reduced |
| Paradigm Asset Management Co LLC | 2,900 | $327.6K | 0.09% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,928 | $327.8K | 0.07% | +166+6.0% | Added |
| Canada Pension Plan Investment Board | 2,910 | $328.7K | 0.00% | −2,219−43.3% | Reduced |
| Perpetual Ltd | 2,915 | $329.3K | 0.00% | +2,915 | New |
| Advisory Research Inc | 2,918 | $329.6K | 0.05% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,921 | $330.0K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,936 | $331.7K | 0.11% | +2,936 | New |
| Carnegie Capital Asset Management, LLC | 2,941 | $332.2K | 0.01% | −151−4.9% | Reduced |
| Trust Co of Toledo NA | 2,955 | $333.8K | 0.07% | +932+46.1% | Added |
| JGP Wealth Management, LLC | 2,963 | $334.7K | 0.06% | +2+0.1% | Added |
| Advisors Capital Management, LLC | 2,961 | $335.0K | 0.01% | +10.0% | Added |
| Ritholtz Wealth Management | 2,984 | $337.1K | 0.02% | −29−1.0% | Reduced |
| Long Run Wealth Advisors, LLC | 2,989 | $337.6K | 0.11% | −678−18.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $338.0K | 0.04% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,000 | $338.9K | 0.11% | −23−0.8% | Reduced |
| MONECO Advisors, LLC | 3,000 | $338.9K | 0.09% | −12−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,007 | $339.7K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 2,816 | $342.0K | 0.05% | +358+14.6% | Added |
| Legacy Capital Group California, Inc. | 3,028 | $342.0K | 0.15% | +2+0.1% | Added |
| Paloma Partners Management Co | 3,037 | $343.1K | 0.07% | −14,307−82.5% | Reduced |
| Wambolt & Associates, LLC | 3,044 | $343.5K | 0.12% | +165+5.7% | Added |
| Pointe Capital Management LLC | 3,065 | $346.2K | 0.27% | +22+0.7% | Added |
| Riverbridge Partners LLC | 3,080 | $347.9K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,090 | $349.0K | 0.23% | −650−17.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,115 | $351.9K | 0.07% | −77−2.4% | Reduced |
| Atlantic Trust, LLC | 3,125 | $353.0K | 0.12% | −13−0.4% | Reduced |
| Optas, LLC | 3,127 | $353.2K | 0.12% | −2,142−40.7% | Reduced |
| Two Sigma Securities, LLC | 3,155 | $356.4K | 0.02% | +3,155 | New |
| Forte Capital LLC | 3,163 | $357.3K | 0.06% | +300+10.5% | Added |
| Cowa, LLC | 3,185 | $359.8K | 0.24% | 00.0% | Unchanged |
| Marotta Asset Management | 3,200 | $361.5K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,208 | $362.4K | 0.21% | −2,533−44.1% | Reduced |
| Centennial Wealth Advisory LLC | 3,211 | $362.7K | 0.19% | −461−12.6% | Reduced |
| Apeiron RIA LLC | 3,217 | $363.4K | 0.12% | +90+2.9% | Added |
| Wright Investors Service Inc | 3,232 | $365.1K | 0.11% | −3,180−49.6% | Reduced |
| Red Door Wealth Management, LLC | 3,234 | $365.3K | 0.09% | −5,038−60.9% | Reduced |
| Invesco, LLC | 3,243 | $366.3K | 0.18% | −39−1.2% | Reduced |
| Matisse Capital | 3,248 | $366.9K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,255 | $367.7K | 0.04% | −328−9.2% | Reduced |
| Naples Global Advisors, LLC | 3,258 | $368.0K | 0.04% | +211+6.9% | Added |
| Stonebridge Capital Advisors LLC | 3,263 | $368.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,267 | $369.0K | 0.04% | −6,485−66.5% | Reduced |
| Stock Yards Bank & Trust Co | 3,296 | $372.3K | 0.01% | −3,005−47.7% | Reduced |
| Greatmark Investment Partners, Inc. | 3,310 | $373.9K | 0.07% | −3,000−47.5% | Reduced |
| Financial Counselors Inc | 3,316 | $374.6K | 0.01% | +3,316 | New |
| Boston Financial Mangement LLC | 3,326 | $375.7K | 0.01% | +308+10.2% | Added |
| Geller Advisors LLC | 3,341 | $377.4K | 0.04% | −37−1.1% | Reduced |
| Bayesian Capital Management, LP | 3,349 | $378.3K | 0.04% | +3,349 | New |
| Curated Wealth Partners LLC | 3,354 | $378.9K | 0.07% | +1,444+75.6% | Added |
| Grandfield & Dodd, LLC | 3,361 | $379.7K | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,362 | $380.0K | 0.02% | −62−1.8% | Reduced |
| Graham Capital Management, L.P. | 3,382 | $382.0K | 0.01% | −69,591−95.4% | Reduced |
| First Citizens Bank & Trust Co | 3,384 | $382.3K | 0.01% | +55+1.7% | Added |
| Roundview Capital LLC | 3,387 | $382.6K | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,407 | $384.9K | 0.02% | +167+5.2% | Added |
| Waldron Private Wealth LLC | 3,428 | $387.2K | 0.02% | −225−6.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,426 | $387.8K | 0.00% | +533+18.4% | Added |
| GPS Wealth Strategies Group, LLC | 3,436 | $388.1K | 0.07% | +611+21.6% | Added |
| MMBG Investment Advisors Co. | 3,450 | $389.7K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,480 | $393.1K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,494 | $394.7K | 0.00% | +68+2.0% | Added |
| Drake & Associates, LLC | 3,497 | $395.1K | 0.18% | −20−0.6% | Reduced |
| KFG Wealth Management, LLC | 3,507 | $396.2K | 0.22% | +439+14.3% | Added |
| Cannell Peter B & Co Inc | 3,523 | $398.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,540 | $400.0K | 0.19% | −927−20.8% | Reduced |
| HF Advisory Group, LLC | 3,460 | $400.4K | 0.30% | +161+4.9% | Added |
| Financial Planning & Information Services, Inc. | 3,548 | $400.8K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $401.0K | 0.02% | −278−7.3% | Reduced |
| Epiq Partners, LLC | 3,586 | $405.1K | 0.31% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,645 | $412.0K | 0.02% | −1,000−21.5% | Reduced |
| AtonRa Partners | 3,653 | $412.6K | 0.87% | −598−14.1% | Reduced |
| Stephenson National Bank & Trust | 3,695 | $417.4K | 0.23% | −383−9.4% | Reduced |
| Parkside Financial Bank & Trust | 3,724 | $420.7K | 0.10% | +117+3.2% | Added |
| Coastal Investment Advisors, Inc. | 3,366 | $424.6K | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,768 | $425.6K | 0.04% | +78+2.1% | Added |