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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 7,567 | $854.8K | 0.21% | −210−2.7% | Reduced |
| Stevard, LLC | 7,600 | $858.5K | 0.87% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,625 | $861.3K | 0.61% | +1,225+19.1% | Added |
| First Nebraska Trust Co | 7,635 | $862.5K | 0.11% | −600−7.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,648 | $863.9K | 0.46% | +7,648 | New |
| Peoples Bank | 7,695 | $869.2K | 0.57% | −190−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,702 | $870.0K | 0.04% | +4,247+122.9% | Added |
| Cape Investment Advisory, Inc. | 7,742 | $874.5K | 0.50% | −2,941−27.5% | Reduced |
| Nebula Research & Development LLC | 7,773 | $878.0K | 0.46% | +7,773 | New |
| Harbour Investments, Inc. | 7,779 | $878.7K | 0.04% | −552−6.6% | Reduced |
| Aigen Investment Management, LP | 7,818 | $883.1K | 0.17% | +7,818 | New |
| Qtron Investments LLC | 7,824 | $883.8K | 0.17% | +1,784+29.5% | Added |
| Boston Private Wealth LLC | 7,855 | $887.3K | 0.02% | −280−3.4% | Reduced |
| Equitable Holdings, Inc. | 7,858 | $887.6K | 0.01% | +776+11.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,865 | $888.4K | 0.01% | −42−0.5% | Reduced |
| Archford Capital Strategies, LLC | 7,938 | $896.7K | 0.18% | −182−2.2% | Reduced |
| Lebenthal Global Advisors, LLC | 7,981 | $901.5K | 0.27% | −385−4.6% | Reduced |
| Anchor Capital Advisors LLC | 8,064 | $910.9K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,080 | $912.7K | 0.04% | +2,309+40.0% | Added |
| Bleakley Financial Group, LLC | 8,085 | $913.3K | 0.03% | −1,388−14.7% | Reduced |
| Sawtooth Solutions, LLC | 8,085 | $913.3K | 0.03% | −1,108−12.1% | Reduced |
| Sciencast Management LP | 8,094 | $914.3K | 0.41% | +8,094 | New |
| One River Asset Management, LLC | 8,086 | $916.8K | 0.43% | +8,086 | New |
| iA Global Asset Management Inc. | 8,130 | $918.0K | 0.02% | +8,130 | New |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $919.4K | 0.49% | −400−4.7% | Reduced |
| Federated Hermes, Inc. | 8,173 | $923.2K | 0.00% | +3,288+67.3% | Added |
| City Holding Co | 8,182 | $924.2K | 0.16% | +389+5.0% | Added |
| Regal Investment Advisors LLC | 8,264 | $933.5K | 0.08% | +214+2.7% | Added |
| Alps Advisors Inc | 8,299 | $937.5K | 0.01% | −1,332−13.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,340 | $942.1K | 0.21% | +1,830+28.1% | Added |
| Stratos Wealth Partners, LTD. | 8,363 | $944.7K | 0.02% | +441+5.6% | Added |
| Horizon Investments, LLC | 8,369 | $945.4K | 0.03% | −377−4.3% | Reduced |
| Gould Capital, LLC | 8,410 | $949.1K | 0.77% | +30+0.4% | Added |
| Occudo Quantitative Strategies LP | 8,433 | $952.6K | 0.12% | +8,433 | New |
| Brown Capital Management LLC | 8,436 | $952.9K | 0.01% | −624−6.9% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $953.4K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 8,484 | $958.4K | 0.02% | +705+9.1% | Added |
| Mitchell Capital Management Co | 8,522 | $962.6K | 0.23% | 00.0% | Unchanged |
| Scotia Capital Inc. | 8,538 | $964.5K | 0.01% | −223−2.5% | Reduced |
| Grimes & Company, Inc. | 8,546 | $965.4K | 0.04% | +11+0.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,566 | $968.0K | 0.17% | +8,566 | New |
| Court Place Advisors, LLC | 8,578 | $969.0K | 0.34% | +4,210+96.4% | Added |
| Secure Asset Management, LLC | 8,619 | $973.6K | 0.29% | +496+6.1% | Added |
| Green Harvest Asset Management LLC | 8,622 | $973.9K | 0.04% | −18−0.2% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $978.9K | 0.17% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,717 | $984.7K | 0.16% | +681+8.5% | Added |
| Evoke Wealth, LLC | 8,745 | $987.8K | 0.03% | +22+0.3% | Added |
| Freestone Capital Holdings, LLC | 8,750 | $988.4K | 0.05% | +16+0.2% | Added |
| Focus Financial Network, Inc. | 8,759 | $989.4K | 0.06% | −116−1.3% | Reduced |
| Wayfinding Financial, LLC | 8,819 | $995.0K | 0.75% | −23−0.3% | Reduced |
| Key Financial Inc | 8,812 | $995.4K | 0.34% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,866 | $1.00M | 0.05% | −282−3.1% | Reduced |
| Guardian Capital LP | 8,960 | $1.01M | 0.04% | −5,600−38.5% | Reduced |
| Fox Run Management, L.L.C. | 8,993 | $1.02M | 0.30% | +3,664+68.8% | Added |
| Hennessy Advisors Inc | 9,000 | $1.02M | 0.07% | −4,500−33.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,004 | $1.02M | 0.02% | −110−1.2% | Reduced |
| Washington Trust Co | 9,023 | $1.02M | 0.04% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 9,041 | $1.02M | 0.81% | −311−3.3% | Reduced |
| Aurora Investment Counsel | 9,043 | $1.02M | 0.68% | −30.0% | Reduced |
| Meeder Advisory Services, Inc. | 9,050 | $1.02M | 0.13% | −1,456−13.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,058 | $1.02M | 0.04% | −35−0.4% | Reduced |
| Synergy Financial Management, LLC | 9,062 | $1.02M | 0.20% | +9,062 | New |
| Addison Advisors LLC | 9,076 | $1.03M | 0.48% | −125−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,123 | $1.03M | 0.04% | +601+7.1% | Added |
| Lido Advisors, LLC | 9,141 | $1.03M | 0.01% | −27,420−75.0% | Reduced |
| Channel Wealth LLC | 9,234 | $1.04M | 0.58% | −366−3.8% | Reduced |
| MAI Capital Management | 9,360 | $1.06M | 0.02% | +1,165+14.2% | Added |
| Ostrum Asset Management | 9,376 | $1.06M | 0.10% | +248+2.7% | Added |
| DoubleLine ETF Adviser LP | 9,389 | $1.06M | 0.38% | +428+4.8% | Added |
| Pitcairn Co | 9,417 | $1.06M | 0.09% | −29−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 9,430 | $1.07M | 0.02% | +9,430 | New |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.07M | 0.52% | 00.0% | Unchanged |
| Inceptionr LLC | 9,447 | $1.07M | 0.61% | +1,268+15.5% | Added |
| First Interstate Bank | 9,451 | $1.07M | 0.09% | −389−4.0% | Reduced |
| ICW Investment Advisors LLC | 9,502 | $1.07M | 0.58% | +589+6.6% | Added |
| Sabal Trust CO | 9,509 | $1.07M | 0.07% | +235+2.5% | Added |
| Callahan Advisors, LLC | 9,515 | $1.07M | 0.14% | −1,800−15.9% | Reduced |
| Wahed Invest LLC | 9,554 | $1.08M | 0.35% | +662+7.4% | Added |
| Manchester Capital Management LLC | 9,656 | $1.09M | 0.16% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 9,738 | $1.10M | 1.04% | +18+0.2% | Added |
| RDA Financial Network | 9,826 | $1.11M | 0.48% | +1,106+12.7% | Added |
| Colony Group LLC | 9,885 | $1.12M | 0.02% | +9,885 | New |
| Palumbo Wealth Management LLC | 9,898 | $1.12M | 0.62% | +6,523+193.3% | Added |
| Arcataur Capital Management LLC | 9,901 | $1.12M | 0.47% | +729+7.9% | Added |
| Dean Investment Associates, LLC | 9,913 | $1.12M | 0.18% | −42−0.4% | Reduced |
| Pflug Koory, LLC | 9,965 | $1.13M | 0.65% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,975 | $1.13M | 0.07% | +68+0.7% | Added |
| Brown Brothers Harriman & Co | 10,004 | $1.13M | 0.01% | −13−0.1% | Reduced |
| Johnson Investment Counsel Inc | 10,043 | $1.13M | 0.01% | +1,497+17.5% | Added |
| Yarbrough Capital, LLC | 10,056 | $1.14M | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,099 | $1.14M | 0.13% | +94+0.9% | Added |
| Prelude Capital Management, LLC | 10,179 | $1.15M | 0.10% | +10,179 | New |
| Exchange Traded Concepts, LLC | 10,189 | $1.15M | 0.03% | +1,859+22.3% | Added |
| Avantax Advisory Services, Inc. | 10,213 | $1.15M | 0.01% | −51−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,241 | $1.16M | 0.34% | −164−1.6% | Reduced |
| AdvisorNet Financial, Inc | 10,260 | $1.16M | 0.11% | −154−1.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.16M | 0.50% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,305 | $1.16M | 0.02% | −635−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,305 | $1.16M | 0.02% | −635−5.8% | Reduced |
| Summit Trail Advisors, LLC | 10,323 | $1.17M | 0.04% | +262+2.6% | Added |