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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 5,293 | $598.0K | 0.21% | +5,293 | New |
| Assetmark, Inc | 5,303 | $599.0K | 0.00% | +202+4.0% | Added |
| Financial Insights, Inc. | 5,274 | $599.9K | 0.21% | −1,568−22.9% | Reduced |
| Lindbrook Capital, LLC | 5,338 | $603.0K | 0.07% | +127+2.4% | Added |
| United Community Bank | 5,356 | $605.0K | 0.30% | +345+6.9% | Added |
| LVM Capital Management Ltd | 5,425 | $613.0K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,436 | $614.1K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,437 | $614.2K | 0.14% | −37−0.7% | Reduced |
| Comerica Securities,inc. | 5,440 | $614.5K | 0.05% | +10.0% | Added |
| Modera Wealth Management, LLC | 5,443 | $614.8K | 0.01% | +121+2.3% | Added |
| Outlook Wealth Advisors, LLC | 5,448 | $615.4K | 0.24% | +131+2.5% | Added |
| SkyOak Wealth, LLC | 5,459 | $616.6K | 0.18% | −246−4.3% | Reduced |
| Clarius Group, LLC | 5,468 | $617.7K | 0.06% | −1,708−23.8% | Reduced |
| Bank of Stockton | 5,452 | $622.9K | 0.23% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 5,491 | $623.4K | 0.06% | −502−8.4% | Reduced |
| Copperwynd Financial, LLC | 5,533 | $625.0K | 0.29% | −170−3.0% | Reduced |
| Tectonic Advisors LLC | 5,535 | $625.2K | 0.06% | −71−1.3% | Reduced |
| Parsons Capital Management Inc | 5,601 | $632.7K | 0.05% | −270−4.6% | Reduced |
| Shepherd Financial Partners LLC | 5,610 | $633.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,647 | $637.9K | 0.06% | +850+17.7% | Added |
| Neo Ivy Capital Management | 5,668 | $640.0K | 0.28% | +5,668 | New |
| Wunderlich Capital Managemnt | 5,698 | $643.6K | 0.32% | +280+5.2% | Added |
| AIA Group Ltd | 5,703 | $644.2K | 0.03% | +5,703 | New |
| Cape Cod Five Cents Savings Bank | 5,750 | $649.5K | 0.04% | +364+6.8% | Added |
| Knights of Columbus Asset Advisors LLC | 5,755 | $650.1K | 0.06% | −29,093−83.5% | Reduced |
| David Loasby | 5,757 | $650.4K | 0.07% | −648−10.1% | Reduced |
| Rehmann Capital Advisory Group | 5,759 | $650.5K | 0.06% | +150+2.7% | Added |
| Atlas Capital Advisors LLC | 5,763 | $651.0K | 0.11% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 5,800 | $655.2K | 0.16% | −137−2.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,816 | $657.0K | 0.09% | −167−2.8% | Reduced |
| Integral Investment Advisors, Inc. | 5,837 | $659.3K | 0.46% | +30+0.5% | Added |
| Forum Financial Management, LP | 5,844 | $660.1K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,819 | $660.7K | 0.08% | +148+2.6% | Added |
| Ballentine Partners, LLC | 5,855 | $661.4K | 0.02% | −88−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 5,853 | $664.6K | 0.05% | −1,197−17.0% | Reduced |
| Semmax Financial Advisors Inc. | 5,472 | $665.2K | 0.27% | +5,472 | New |
| Boston Trust Walden Corp | 5,893 | $665.7K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,900 | $666.5K | 0.01% | −600−9.2% | Reduced |
| Merit Financial Group, LLC | 5,973 | $674.7K | 0.02% | −301−4.8% | Reduced |
| Wintrust Investments LLC | 5,983 | $676.0K | 0.07% | −166−2.7% | Reduced |
| Strategic Investment Advisors | 5,985 | $676.1K | 0.11% | −79−1.3% | Reduced |
| Integrated Advisors Network LLC | 6,006 | $678.4K | 0.04% | −123−2.0% | Reduced |
| Summit Global Investments | 6,021 | $680.0K | 0.05% | −53,724−89.9% | Reduced |
| Investment Management Corp of Ontario | 6,044 | $682.7K | 0.03% | +6,044 | New |
| Kowal Investment Group, LLC | 6,088 | $687.7K | 0.19% | −94−1.5% | Reduced |
| Whittier Trust Co | 6,089 | $687.8K | 0.01% | +40+0.7% | Added |
| Legacy Advisors, LLC | 6,092 | $688.2K | 0.11% | −734−10.8% | Reduced |
| Savant Capital, LLC | 6,126 | $692.0K | 0.01% | +286+4.9% | Added |
| Radnor Capital Management, LLC | 6,124 | $692.0K | 0.14% | +6,124 | New |
| Eukles Asset Management | 6,164 | $696.3K | 0.37% | +58+0.9% | Added |
| Bowman & Co S.C. | 6,192 | $699.4K | 0.56% | +520+9.2% | Added |
| Thrive Wealth Management, LLC | 6,243 | $705.2K | 0.19% | −1,118−15.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,244 | $705.3K | 0.02% | −453−6.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6,266 | $707.8K | 0.28% | +2,312+58.5% | Added |
| Certified Advisory Corp | 6,338 | $715.9K | 0.13% | −350−5.2% | Reduced |
| Old National Bancorp | 6,355 | $717.9K | 0.02% | −1,366−17.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,025 | $722.8K | 0.12% | −35−1.7% | Reduced |
| Axq Capital, LP | 6,400 | $722.9K | 0.25% | +6,400 | New |
| Central Bank & Trust Co | 6,468 | $730.6K | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,493 | $733.4K | 0.03% | +821+14.5% | Added |
| Prentiss Smith & Co Inc | 6,522 | $736.7K | 0.54% | +6,522 | New |
| Koshinski Asset Management, Inc. | 6,531 | $737.7K | 0.08% | −678−9.4% | Reduced |
| Boston Common Asset Management, LLC | 6,538 | $739.0K | 0.02% | −101−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,559 | $740.9K | 0.14% | −294−4.3% | Reduced |
| Cigna Investments Inc | 6,572 | $742.0K | 0.17% | −856−11.5% | Reduced |
| Townsend Asset Management Corp | 6,645 | $750.6K | 0.38% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,664 | $751.0K | 0.02% | −1,619−19.5% | Reduced |
| NEOS Investment Management LLC | 6,689 | $755.6K | 0.10% | +6,689 | New |
| Nicolet Bankshares Inc | 6,764 | $764.1K | 0.23% | −133−1.9% | Reduced |
| Bridges Investment Management Inc | 6,775 | $765.3K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,781 | $766.0K | 0.54% | +6,781 | New |
| Wesbanco Bank Inc | 6,790 | $767.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 6,804 | $768.6K | 0.12% | −25,276−78.8% | Reduced |
| V-Square Quantitative Management LLC | 6,829 | $771.4K | 0.34% | +1,963+40.3% | Added |
| VeraBank, N.A. | 6,905 | $780.0K | 0.30% | −150−2.1% | Reduced |
| Quantbot Technologies LP | 6,915 | $781.1K | 0.05% | +6,915 | New |
| Versor Investments LP | 6,925 | $782.2K | 0.16% | +4,737+216.5% | Added |
| Moneta Group Investment Advisors LLC | 6,939 | $783.8K | 0.02% | −197−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 6,958 | $786.0K | 0.05% | −708−9.2% | Reduced |
| Schechter Investment Advisors, LLC | 6,967 | $787.0K | 0.08% | +238+3.5% | Added |
| Profund Advisors LLC | 6,978 | $788.2K | 0.04% | −437−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,036 | $794.8K | 0.03% | −286−3.9% | Reduced |
| Meritage Portfolio Management | 7,091 | $801.0K | 0.06% | 00.0% | Unchanged |
| Legacy Trust | 7,194 | $812.6K | 0.24% | −181−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 7,215 | $815.0K | 0.10% | −321−4.3% | Reduced |
| SMART Wealth LLC | 7,219 | $815.5K | 0.61% | −1,403−16.3% | Reduced |
| Miracle Mile Advisors, LLC | 7,229 | $816.6K | 0.03% | +500+7.4% | Added |
| IFP Advisors, Inc | 7,239 | $817.7K | 0.04% | −789−9.8% | Reduced |
| Aspire Private Capital, LLC | 7,241 | $817.9K | 0.27% | +656+10.0% | Added |
| Insight Wealth Strategies, LLC | 7,249 | $818.8K | 0.16% | +7,249 | New |
| Abacus Planning Group, Inc. | 7,323 | $827.2K | 0.20% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,329 | $827.9K | 0.75% | −367−4.8% | Reduced |
| HBK Sorce Advisory LLC | 7,346 | $829.8K | 0.04% | −381−4.9% | Reduced |
| Baker Avenue Asset Management, LP | 7,369 | $832.4K | 0.04% | −5,985−44.8% | Reduced |
| Trust Asset Management LLC | 7,400 | $835.9K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 7,494 | $839.1K | 0.02% | −34−0.5% | Reduced |
| NBC Securities, Inc. | 7,497 | $846.0K | 0.09% | +7,497 | New |
| Legend Financial Advisors, Inc. | 7,526 | $850.1K | 0.73% | −510−6.3% | Reduced |
| Landaas & Co | 7,548 | $853.0K | 0.37% | 00.0% | Unchanged |
| Spinnaker Trust | 7,566 | $854.7K | 0.06% | −80−1.0% | Reduced |