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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 10,329 | $1.17M | 0.04% | +1,558+17.8% | Added |
| Montecito Bank & Trust | 10,330 | $1.17M | 0.27% | −35−0.3% | Reduced |
| Next Century Growth Investors LLC | 10,477 | $1.18M | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 9,941 | $1.19M | 0.13% | +4,172+72.3% | Added |
| Smithfield Trust Co | 10,593 | $1.19M | 0.07% | −54−0.5% | Reduced |
| Dorchester Wealth Management Co | 10,577 | $1.19M | 0.24% | +10,577 | New |
| C2C Wealth Management, LLC | 10,720 | $1.21M | 0.17% | +20+0.2% | Added |
| Moloney Securities Asset Management, LLC | 10,730 | $1.21M | 0.22% | +454+4.4% | Added |
| Column Capital Advisors, LLC | 10,757 | $1.22M | 0.18% | +10.0% | Added |
| Citizens Financial Group Inc | 10,757 | $1.22M | 0.05% | −22,060−67.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,870 | $1.23M | 0.65% | +1,131+11.6% | Added |
| Palouse Capital Management, Inc. | 10,892 | $1.23M | 0.91% | +64+0.6% | Added |
| HighVista Strategies LLC | 10,953 | $1.24M | 0.57% | +3,400+45.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.24M | 0.08% | 00.0% | Unchanged |
| Veracity Capital LLC | 11,087 | $1.25M | 0.58% | +1,661+17.6% | Added |
| Bray Capital Advisors | 11,098 | $1.25M | 0.38% | −400−3.5% | Reduced |
| Darwin Advisors, LLC | 11,123 | $1.26M | 0.34% | +318+2.9% | Added |
| Cetera Advisors LLC | 11,126 | $1.26M | 0.02% | +325+3.0% | Added |
| Sequoia Financial Advisors, LLC | 11,173 | $1.26M | 0.02% | +2,950+35.9% | Added |
| Newman Dignan & Sheerar, Inc. | 11,223 | $1.27M | 0.42% | −352−3.0% | Reduced |
| Fairbanks Capital Management, Inc. | 11,329 | $1.28M | 1.08% | −795−6.6% | Reduced |
| PEAK6 Investments LLC | 11,363 | $1.28M | 0.06% | +11,363 | New |
| Penobscot Investment Management Company, Inc. | 11,370 | $1.28M | 0.17% | +7,100+166.3% | Added |
| Ifrah Financial Services, Inc. | 11,438 | $1.29M | 0.40% | −105−0.9% | Reduced |
| WealthShield Partners, LLC | 11,476 | $1.30M | 0.20% | +685+6.3% | Added |
| Veriti Management LLC | 11,517 | $1.30M | 0.15% | −499−4.2% | Reduced |
| Delphi Management Inc | 11,594 | $1.31M | 1.34% | +479+4.3% | Added |
| Meridian Wealth Management, LLC | 11,612 | $1.31M | 0.08% | +5,031+76.4% | Added |
| Kovack Advisors, Inc. | 11,665 | $1.32M | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,834 | $1.34M | 0.31% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,916 | $1.35M | 0.03% | −956−7.4% | Reduced |
| Wade G W & Inc | 11,927 | $1.35M | 0.05% | −709−5.6% | Reduced |
| Woodline Partners LP | 11,990 | $1.35M | 0.02% | +11,990 | New |
| Barbara Oil Co. | 12,000 | $1.36M | 0.64% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 12,000 | $1.36M | 0.50% | +12,000 | New |
| Sawyer & Company, Inc | 12,089 | $1.37M | 0.64% | +47+0.4% | Added |
| Signaturefd, LLC | 12,098 | $1.37M | 0.04% | +641+5.6% | Added |
| EP Wealth Advisors, LLC | 12,111 | $1.37M | 0.02% | +12,111 | New |
| Balentine LLC | 12,137 | $1.37M | 0.05% | +315+2.7% | Added |
| Atria Wealth Solutions, Inc. | 12,230 | $1.38M | 0.02% | −9−0.1% | Reduced |
| CAPROCK Group, Inc. | 12,234 | $1.38M | 0.10% | −17−0.1% | Reduced |
| Wedbush Securities Inc | 12,253 | $1.38M | 0.07% | −1,342−9.9% | Reduced |
| Siemens Fonds Invest GmbH | 12,327 | $1.39M | 0.14% | −2,946−19.3% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.39M | 0.21% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,362 | $1.40M | 0.40% | +12,362 | New |
| Kendall Capital Management | 12,363 | $1.40M | 0.62% | +820+7.1% | Added |
| Credential Qtrade Securities Inc. | 12,372 | $1.40M | 0.09% | −389−3.0% | Reduced |
| WCG Wealth Advisors LLC | 12,231 | $1.40M | 0.10% | +996+8.9% | Added |
| Ashton Thomas Private Wealth, LLC | 12,430 | $1.40M | 0.10% | +5,382+76.4% | Added |
| Annex Advisory Services, LLC | 12,465 | $1.41M | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,478 | $1.41M | 0.02% | +2,217+21.6% | Added |
| Wolf Group Capital Advisors | 12,699 | $1.43M | 0.68% | −699−5.2% | Reduced |
| Stevens Capital Management LP | 12,771 | $1.44M | 0.42% | +12,771 | New |
| Chilton Investment Co LLC | 12,897 | $1.46M | 0.05% | −259−2.0% | Reduced |
| Bamco Inc | 13,000 | $1.47M | 0.00% | −300−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 13,039 | $1.47M | 0.21% | −642−4.7% | Reduced |
| Davenport & Co LLC | 13,128 | $1.48M | 0.01% | +2,002+18.0% | Added |
| Howland Capital Management LLC | 13,162 | $1.49M | 0.09% | −110−0.8% | Reduced |
| Greenleaf Trust | 13,178 | $1.49M | 0.02% | +33+0.3% | Added |
| Great Lakes Advisors, LLC | 13,199 | $1.49M | 0.01% | +40+0.3% | Added |
| Malaga Cove Capital, LLC | 13,313 | $1.50M | 0.69% | −64−0.5% | Reduced |
| Summit Financial Group Inc | 13,315 | $1.50M | 0.63% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 13,333 | $1.51M | 0.05% | −456−3.3% | Reduced |
| Centurion Wealth Management LLC | 13,377 | $1.51M | 0.74% | −802−5.7% | Reduced |
| Oak Thistle LLC | 13,428 | $1.52M | 0.45% | +13,428 | New |
| Vestcor Inc | 13,426 | $1.52M | 0.06% | −887−6.2% | Reduced |
| Fayez Sarofim & Co | 13,444 | $1.52M | 0.01% | 00.0% | Unchanged |
| Boston Partners | 13,450 | $1.52M | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,453 | $1.52M | 0.77% | +40+0.3% | Added |
| Turtle Creek Asset Management Inc. | 13,500 | $1.52M | 0.04% | +1,400+11.6% | Added |
| Harvey Capital Management Inc | 13,610 | $1.54M | 0.54% | −1,150−7.8% | Reduced |
| Tiaa Trust, National Association | 13,748 | $1.55M | 0.01% | +13,748 | New |
| Harbor Investment Advisory, LLC | 13,801 | $1.56M | 0.20% | −21−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 14,020 | $1.58M | 0.71% | +1,281+10.1% | Added |
| DRW Securities, LLC | 14,100 | $1.59M | 0.13% | +11,629+470.6% | Added |
| Pinnacle Associates Ltd | 14,110 | $1.59M | 0.03% | +764+5.7% | Added |
| Buckingham Strategic Wealth, LLC | 14,196 | $1.60M | 0.02% | +95+0.7% | Added |
| Beacon Pointe Advisors, LLC | 14,235 | $1.61M | 0.02% | +7,974+127.4% | Added |
| Thoroughbred Financial Services, LLC | 14,292 | $1.61M | 0.16% | +5,265+58.3% | Added |
| Granite Bay Wealth Management, LLC | 13,104 | $1.61M | 0.02% | +13,104 | New |
| Verition Fund Management LLC | 14,469 | $1.63M | 0.02% | −24,448−62.8% | Reduced |
| Chartwell Investment Partners, LLC | 14,572 | $1.65M | 0.06% | +14,572 | New |
| Harrell Investment Partners, LLC | 14,858 | $1.68M | 0.57% | +248+1.7% | Added |
| Bokf, NA | 14,760 | $1.68M | 0.04% | −6,016−29.0% | Reduced |
| First National Advisers, LLC | 14,945 | $1.69M | 0.75% | +5,328+55.4% | Added |
| True North Advisors, LLC | 15,058 | $1.70M | 0.52% | −7,500−33.2% | Reduced |
| Wisconsin Capital Management LLC | 15,105 | $1.71M | 1.13% | −4,250−22.0% | Reduced |
| Integrated Wealth Concepts LLC | 15,154 | $1.71M | 0.03% | +723+5.0% | Added |
| XTX Topco Ltd | 15,159 | $1.71M | 0.29% | +12,566+484.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,169 | $1.71M | 0.19% | −700−4.4% | Reduced |
| United Services Automobile Association | 15,194 | $1.72M | 0.04% | +723+5.0% | Added |
| Palisade Asset Management, LLC | 15,202 | $1.72M | 0.21% | 00.0% | Unchanged |
| Burney Co | 15,262 | $1.72M | 0.08% | −444−2.8% | Reduced |
| Raymond James Trust N.A. | 15,266 | $1.72M | 0.05% | +666+4.6% | Added |
| Umb Bank N A | 15,425 | $1.74M | 0.03% | +147+1.0% | Added |
| Desjardins Global Asset Management Inc. | 15,495 | $1.75M | 0.19% | +2,595+20.1% | Added |
| Wetherby Asset Management Inc | 15,563 | $1.76M | 0.10% | +73+0.5% | Added |
| Apollon Wealth Management, LLC | 15,676 | $1.77M | 0.09% | +6,343+68.0% | Added |
| Harbor Capital Advisors, Inc. | 15,867 | $1.79M | 0.39% | −738−4.4% | Reduced |
| Redwood Investment Management, LLC | 15,902 | $1.80M | 0.16% | +2,797+21.3% | Added |