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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 15,949 | $1.80M | 0.06% | +3,649+29.7% | Added |
| North Star Investment Management Corp. | 16,018 | $1.81M | 0.15% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 16,129 | $1.82M | 0.08% | +1,333+9.0% | Added |
| Toroso Investments, LLC | 16,133 | $1.82M | 0.06% | +326+2.1% | Added |
| Okabena Investment Services Inc | 16,394 | $1.85M | 1.44% | −815−4.7% | Reduced |
| Fiera Capital Corp | 16,429 | $1.86M | 0.01% | −22,339−57.6% | Reduced |
| Banque Cantonale Vaudoise | 16,513 | $1.87M | 0.09% | +4,100+33.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,532 | $1.87M | 0.09% | +6,750+69.0% | Added |
| Tokio Marine Asset Management Co Ltd | 16,677 | $1.88M | 0.12% | +4,184+33.5% | Added |
| GWM Advisors LLC | 16,712 | $1.89M | 0.02% | −19,766−54.2% | Reduced |
| SYSTM Wealth Solutions LLC | 16,832 | $1.90M | 0.29% | −585−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,837 | $1.90M | 0.09% | −559−3.2% | Reduced |
| Legato Capital Management LLC | 17,013 | $1.92M | 0.28% | 00.0% | Unchanged |
| Consolidated Planning Corp | 17,178 | $1.94M | 0.43% | +17,178 | New |
| WESCAP Management Group, Inc. | 17,196 | $1.94M | 0.69% | −646−3.6% | Reduced |
| Davidson Capital Management Inc. | 17,202 | $1.94M | 0.97% | +4,352+33.9% | Added |
| Jump Financial, LLC | 17,266 | $1.95M | 0.07% | +17,266 | New |
| Vontobel Holding Ltd. | 17,355 | $1.96M | 0.02% | −4,997−22.4% | Reduced |
| Moody National Bank Trust Division | 17,431 | $1.97M | 0.13% | +3,507+25.2% | Added |
| Buttonwood Financial Advisors Inc. | 17,497 | $1.98M | 1.25% | −766−4.2% | Reduced |
| We Are One Seven, LLC | 17,517 | $1.98M | 0.15% | −314−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 17,693 | $2.00M | 1.26% | +17,693 | New |
| Park Avenue Securities LLC | 17,755 | $2.01M | 0.03% | +919+5.5% | Added |
| National Asset Management, Inc. | 17,855 | $2.02M | 0.05% | +6,001+50.6% | Added |
| Investment Research & Advisory Group, Inc. | 18,054 | $2.04M | 1.17% | +451+2.6% | Added |
| VisionPoint Advisory Group, LLC | 18,081 | $2.04M | 0.88% | +2,591+16.7% | Added |
| Mission Wealth Management, LP | 18,197 | $2.06M | 0.08% | +1,589+9.6% | Added |
| Hall Laurie J Trustee | 18,215 | $2.06M | 0.88% | −1,700−8.5% | Reduced |
| Vinva Investment Management Ltd | 18,256 | $2.07M | 0.20% | +632+3.6% | Added |
| Berger Financial Group, Inc | 18,561 | $2.10M | 0.24% | −295−1.6% | Reduced |
| Centiva Capital, LP | 18,664 | $2.11M | 0.10% | +11,773+170.8% | Added |
| Benchmark Investment Advisors LLC | 18,727 | $2.12M | 2.14% | −440−2.3% | Reduced |
| LaFleur & Godfrey LLC | 18,805 | $2.12M | 0.34% | +255+1.4% | Added |
| Twin Capital Management Inc | 18,931 | $2.14M | 0.31% | −1,427−7.0% | Reduced |
| Horizon Investment Services, LLC | 19,152 | $2.16M | 1.30% | +1,970+11.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,242 | $2.17M | 0.06% | −230−1.2% | Reduced |
| KLCM Advisors, Inc. | 19,242 | $2.17M | 0.41% | +206+1.1% | Added |
| Ellenbecker Investment Group | 19,289 | $2.18M | 0.56% | −32−0.2% | Reduced |
| Altrafin AG | 19,360 | $2.19M | 0.95% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,386 | $2.19M | 0.07% | +6,814+54.2% | Added |
| Machina Capital S.A.S. | 19,529 | $2.21M | 1.24% | +10,099+107.1% | Added |
| Everence Capital Management Inc | 19,746 | $2.23M | 0.17% | 00.0% | Unchanged |
| Capital Analysts, LLC | 19,937 | $2.25M | 0.13% | +347+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,952 | $2.25M | 0.03% | −4,403−18.1% | Reduced |
| Central Trust Co | 20,009 | $2.26M | 0.07% | +1,392+7.5% | Added |
| Duality Advisers, LP | 20,058 | $2.27M | 0.27% | +20,058 | New |
| Albert D Mason Inc | 20,179 | $2.28M | 1.65% | −378−1.8% | Reduced |
| Birch Capital Management, LLC | 20,231 | $2.29M | 1.45% | +295+1.5% | Added |
| Campbell Newman Asset Management Inc | 20,399 | $2.30M | 0.22% | −38−0.2% | Reduced |
| USA Financial Portformulas Corp | 20,451 | $2.31M | 3.45% | −6,305−23.6% | Reduced |
| First Horizon Advisors, Inc. | 20,500 | $2.32M | 0.08% | −1,731−7.8% | Reduced |
| Wellington Management Group LLP | 20,521 | $2.32M | 0.00% | −584−2.8% | Reduced |
| Private Advisor Group, LLC | 20,652 | $2.33M | 0.02% | −10,027−32.7% | Reduced |
| CWM, LLC | 20,865 | $2.36M | 0.01% | +1,298+6.6% | Added |
| Empirical Finance, LLC | 20,884 | $2.36M | 0.17% | +2,069+11.0% | Added |
| Advisors Asset Management, Inc. | 21,085 | $2.38M | 0.05% | +7,573+56.0% | Added |
| Norinchukin Bank, The | 21,363 | $2.41M | 0.06% | −10,903−33.8% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $2.44M | 0.05% | −1,666−7.2% | Reduced |
| Trust Co of Oklahoma | 21,609 | $2.44M | 0.97% | −741−3.3% | Reduced |
| Connectus Wealth, LLC | 21,757 | $2.46M | 0.05% | +16,610+322.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,062 | $2.49M | 0.19% | −98−0.4% | Reduced |
| Barry Investment Advisors, LLC | 22,263 | $2.51M | 0.91% | −2,064−8.5% | Reduced |
| Trinity Financial Advisors LLC | 22,498 | $2.54M | 1.35% | −76−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 22,547 | $2.55M | 0.07% | +22,012+4,114.4% | Added |
| United Capital Financial Advisers, LLC | 22,715 | $2.57M | 0.02% | −36−0.2% | Reduced |
| Carmel Capital Management L.L.C. | 22,740 | $2.57M | 1.45% | −575−2.5% | Reduced |
| Baldwin Investment Management, LLC | 22,825 | $2.58M | 0.43% | −3,835−14.4% | Reduced |
| JB Capital LLC | 22,977 | $2.60M | 0.22% | +22,977 | New |
| Eads & Heald Wealth Management | 23,046 | $2.60M | 1.37% | −506−2.1% | Reduced |
| Nemes Rush Group LLC | 23,220 | $2.62M | 0.48% | +1,456+6.7% | Added |
| Meridian Wealth Advisors, LLC | 23,294 | $2.63M | 0.66% | +676+3.0% | Added |
| Moors & Cabot, Inc. | 23,360 | $2.64M | 0.18% | −368−1.6% | Reduced |
| Van Eck Associates Corp | 23,460 | $2.65M | 0.01% | +1,010+4.5% | Added |
| Ieq Capital, LLC | 23,483 | $2.65M | 0.05% | +799+3.5% | Added |
| Quantinno Capital Management LP | 23,716 | $2.68M | 0.12% | +3,820+19.2% | Added |
| Cary Street Partners Asset Management LLC | 23,807 | $2.69M | 0.50% | −575−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 23,978 | $2.71M | 0.08% | −15,644−39.5% | Reduced |
| Choate Investment Advisors | 24,005 | $2.71M | 0.11% | +2,865+13.6% | Added |
| Advisory Services Network, LLC | 24,192 | $2.73M | 0.07% | +597+2.5% | Added |
| Stephens Inc | 24,275 | $2.74M | 0.05% | −5,514−18.5% | Reduced |
| Jag Capital Management, LLC | 24,586 | $2.78M | 0.34% | +953+4.0% | Added |
| Robinson Value Management, Ltd. | 24,720 | $2.79M | 2.08% | −507−2.0% | Reduced |
| Indiana Trust & Investment Management CO | 24,777 | $2.80M | 1.41% | −915−3.6% | Reduced |
| Argyle Capital Management Inc. | 24,856 | $2.81M | 1.03% | +1,000+4.2% | Added |
| Marietta Investment Partners LLC | 24,889 | $2.81M | 0.79% | +28+0.1% | Added |
| Anderson Hoagland & Co | 24,924 | $2.82M | 0.38% | +15+0.1% | Added |
| Blume Capital Management, Inc. | 25,014 | $2.83M | 0.84% | −10,341−29.2% | Reduced |
| AMG National Trust Bank | 25,053 | $2.83M | 0.10% | +865+3.6% | Added |
| Metropolitan Life Insurance Co | 25,221 | $2.85M | 0.15% | −1,681−6.2% | Reduced |
| Acadian Asset Management LLC | 25,686 | $2.90M | 0.01% | +12,066+88.6% | Added |
| Jefferies Financial Group Inc. | 25,723 | $2.91M | 0.07% | +4,596+21.8% | Added |
| Keeler Thomas Management LLC | 23,274 | $2.93M | 1.08% | −406−1.7% | Reduced |
| PGGM Investments | 26,099 | $2.95M | 0.05% | +17,791+214.1% | Added |
| American Century Companies Inc | 26,189 | $2.96M | 0.00% | +4,548+21.0% | Added |
| AdvisorShares Investments LLC | 26,274 | $2.97M | 0.79% | +1,520+6.1% | Added |
| D L Carlson Investment Group Inc | 26,455 | $2.99M | 0.60% | +26,455 | New |
| Dynamic Technology Lab Private Ltd | 26,505 | $2.99M | 0.30% | +26,505 | New |
| Robbins Farley LLC | 26,507 | $2.99M | 2.12% | +964+3.8% | Added |
| HB Wealth Management, LLC | 26,512 | $2.99M | 0.05% | +961+3.8% | Added |
| Brown, Lisle/Cummings, Inc. | 26,565 | $3.00M | 1.36% | +315+1.2% | Added |