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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,786 | $427.7K | 0.07% | +474+14.3% | Added |
| Santori & Peters | 3,794 | $428.6K | 0.23% | 00.0% | Unchanged |
| Alpha Family Trust | 3,805 | $429.8K | 0.33% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,763 | $430.3K | 0.04% | +346+10.1% | Added |
| Madrona Financial Services, LLC | 3,860 | $436.0K | 0.20% | −5−0.1% | Reduced |
| KB Financial Partners, LLC | 3,882 | $439.0K | 0.13% | +22+0.6% | Added |
| Wealthsource Partners, LLC | 3,915 | $442.2K | 0.03% | +102+2.7% | Added |
| Parallel Advisors, LLC | 3,929 | $443.8K | 0.01% | +174+4.6% | Added |
| Citadel Investment Advisory, Inc. | 3,972 | $445.0K | 0.29% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,945 | $445.6K | 0.24% | −525−11.7% | Reduced |
| Copperleaf Capital, LLC | 3,968 | $448.2K | 0.48% | −54−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $449.2K | 0.10% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,983 | $449.9K | 0.06% | +521+15.0% | Added |
| CX Institutional | 3,992 | $450.9K | 0.02% | −50−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,995 | $451.3K | 0.02% | +598+17.6% | Added |
| Checchi Capital Advisers, LLC | 3,996 | $451.4K | 0.04% | −609−13.2% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $451.8K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $451.8K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $451.8K | 0.07% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,002 | $452.0K | 0.04% | +76+1.9% | Added |
| Ironsides Asset Advisors, LLC | 4,025 | $454.7K | 0.21% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,032 | $455.5K | 0.13% | −1,413−26.0% | Reduced |
| Legacy Wealth Management, LLC | 4,034 | $455.7K | 0.24% | −177−4.2% | Reduced |
| Ariel Investments, LLC | 4,041 | $456.5K | 0.00% | +425+11.8% | Added |
| Lafayette Investments, Inc. | 4,074 | $460.2K | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,080 | $460.9K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,082 | $461.1K | 0.10% | −72−1.7% | Reduced |
| First Heartland Consultants, Inc. | 4,089 | $462.0K | 0.06% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,087 | $462.0K | 0.19% | +169+4.3% | Added |
| Argonautica Private Wealth Management, Inc | 4,128 | $466.3K | 0.21% | +101+2.5% | Added |
| 9258 Wealth Management, LLC | 4,156 | $469.5K | 0.09% | +259+6.6% | Added |
| Fishman Jay A Ltd | 4,180 | $472.2K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,201 | $474.5K | 0.24% | +10.0% | Added |
| Opal Wealth Advisors, LLC | 4,201 | $474.5K | 0.28% | +508+13.8% | Added |
| Diametric Capital, LP | 4,204 | $474.9K | 0.20% | +1,553+58.6% | Added |
| Hoylecohen, LLC | 4,215 | $476.1K | 0.04% | +860+25.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 4,217 | $476.4K | 0.62% | +4,217 | New |
| Boston Family Office LLC | 4,225 | $477.0K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,250 | $480.1K | 0.04% | +4,250 | New |
| Conning Inc. | 4,251 | $480.2K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,254 | $480.5K | 0.10% | +9+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,272 | $482.6K | 0.17% | +27+0.6% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $483.5K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,300 | $485.7K | 0.27% | −325−7.0% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $485.7K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,314 | $487.3K | 0.06% | −210−4.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,315 | $487.4K | 0.05% | −1,515−26.0% | Reduced |
| Penbrook Management LLC | 4,330 | $489.1K | 0.36% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,331 | $489.2K | 0.10% | −2,237−34.1% | Reduced |
| Herr Investment Group LLC | 4,376 | $494.3K | 0.15% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,389 | $495.8K | 0.21% | −13−0.3% | Reduced |
| Mystic Asset Management, Inc. | 4,391 | $496.0K | 0.28% | −410−8.5% | Reduced |
| NorthRock Partners, LLC | 4,443 | $501.9K | 0.05% | +350+8.6% | Added |
| Crumly & Associates Inc. | 4,448 | $502.4K | 0.20% | −31−0.7% | Reduced |
| MQS Management LLC | 4,450 | $502.7K | 0.31% | +4,450 | New |
| Caldwell Trust Co | 4,483 | $506.4K | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,500 | $508.3K | 0.01% | +100+2.3% | Added |
| Condor Capital Management | 4,504 | $508.8K | 0.06% | +10+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,561 | $515.2K | 0.19% | +17+0.4% | Added |
| Tributary Capital Management, LLC | 4,575 | $516.8K | 0.05% | −100−2.1% | Reduced |
| Rollins Financial | 4,577 | $517.0K | 0.13% | +4,577 | New |
| Transamerica Financial Advisors, Inc. | 4,580 | $518.0K | 0.07% | −616−11.9% | Reduced |
| Intellectus Partners, LLC | 4,593 | $518.8K | 0.16% | +498+12.2% | Added |
| Foundations Investment Advisors, LLC | 4,595 | $519.1K | 0.02% | +107+2.4% | Added |
| Continuum Advisory, LLC | 4,595 | $519.1K | 0.08% | +503+12.3% | Added |
| GM Advisory Group, Inc. | 4,613 | $521.1K | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,616 | $521.4K | 0.53% | −188−3.9% | Reduced |
| St Germain D J Co Inc | 4,618 | $521.6K | 0.03% | −17−0.4% | Reduced |
| Vista Investment Management | 4,624 | $522.3K | 0.27% | −307−6.2% | Reduced |
| Capital Investment Advisors, LLC | 4,634 | $523.4K | 0.01% | −677−12.7% | Reduced |
| Cascade Investment Group, Inc. | 4,641 | $524.2K | 0.49% | +24+0.5% | Added |
| Boothbay Fund Management, LLC | 4,653 | $525.6K | 0.02% | +4,653 | New |
| 1st Source Bank | 4,655 | $525.8K | 0.04% | +80+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,660 | $526.4K | 0.11% | +578+14.2% | Added |
| Roberts Glore & Co Inc | 4,666 | $527.1K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,682 | $528.9K | 0.02% | +4,682 | New |
| Oppenheimer & Co Inc | 4,730 | $534.3K | 0.01% | −30−0.6% | Reduced |
| Unique Wealth, LLC | 4,748 | $536.3K | 0.22% | +2,824+146.8% | Added |
| Paragon Capital Management Ltd | 4,800 | $542.2K | 0.12% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,308 | $543.5K | 0.39% | −208−4.6% | Reduced |
| Evergreen Capital Management LLC | 4,826 | $545.1K | 0.02% | −219−4.3% | Reduced |
| Cutler Group LP | 4,860 | $548.0K | 0.09% | −10,452−68.3% | Reduced |
| Eqis Capital Management, Inc. | 4,877 | $550.9K | 0.07% | −990−16.9% | Reduced |
| Mutual Advisors, LLC | 4,903 | $553.8K | 0.02% | −1,008−17.1% | Reduced |
| Level Four Advisory Services, LLC | 4,912 | $554.9K | 0.04% | +1,635+49.9% | Added |
| Ellis Investment Partners, LLC | 4,930 | $556.9K | 0.14% | 00.0% | Unchanged |
| Baader Bank INC | 4,961 | $558.3K | 0.05% | +4,961 | New |
| Principle Wealth Partners LLC | 4,963 | $560.6K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 4,967 | $562.0K | 0.04% | −2,450−33.0% | Reduced |
| Chesapeake Wealth Management | 5,023 | $567.4K | 0.24% | −452−8.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,087 | $574.6K | 0.01% | −3,169−38.4% | Reduced |
| Forbes J M & Co LLP | 5,096 | $575.6K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,113 | $577.6K | 0.06% | −25−0.5% | Reduced |
| Smith, Moore & Co. | 5,127 | $579.1K | 0.08% | +147+3.0% | Added |
| Syon Capital LLC | 5,131 | $579.6K | 0.07% | +5,131 | New |
| NBT Bank N A | 5,149 | $581.6K | 0.06% | −119−2.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,149 | $582.0K | 0.27% | −262−4.8% | Reduced |
| First American Trust, FSB | 5,166 | $583.6K | 0.08% | −201−3.7% | Reduced |
| Bridge Advisory, LLC | 5,206 | $588.1K | 0.21% | +6+0.1% | Added |
| Empowered Funds, LLC | 5,244 | $592.4K | 0.02% | +1,000+23.6% | Added |