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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 7,323 | $827.2K | 0.20% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,249 | $818.8K | 0.16% | +7,249 | New |
| Aspire Private Capital, LLC | 7,241 | $817.9K | 0.27% | +656+10.0% | Added |
| IFP Advisors, Inc | 7,239 | $817.7K | 0.04% | −789−9.8% | Reduced |
| Miracle Mile Advisors, LLC | 7,229 | $816.6K | 0.03% | +500+7.4% | Added |
| SMART Wealth LLC | 7,219 | $815.5K | 0.61% | −1,403−16.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,215 | $815.0K | 0.10% | −321−4.3% | Reduced |
| Legacy Trust | 7,194 | $812.6K | 0.24% | −181−2.5% | Reduced |
| Meritage Portfolio Management | 7,091 | $801.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,036 | $794.8K | 0.03% | −286−3.9% | Reduced |
| Profund Advisors LLC | 6,978 | $788.2K | 0.04% | −437−5.9% | Reduced |
| Schechter Investment Advisors, LLC | 6,967 | $787.0K | 0.08% | +238+3.5% | Added |
| Gladstone Institutional Advisory LLC | 6,958 | $786.0K | 0.05% | −708−9.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,939 | $783.8K | 0.02% | −197−2.8% | Reduced |
| Versor Investments LP | 6,925 | $782.2K | 0.16% | +4,737+216.5% | Added |
| Quantbot Technologies LP | 6,915 | $781.1K | 0.05% | +6,915 | New |
| VeraBank, N.A. | 6,905 | $780.0K | 0.30% | −150−2.1% | Reduced |
| V-Square Quantitative Management LLC | 6,829 | $771.4K | 0.34% | +1,963+40.3% | Added |
| Pearl River Capital, LLC | 6,804 | $768.6K | 0.12% | −25,276−78.8% | Reduced |
| Wesbanco Bank Inc | 6,790 | $767.0K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,781 | $766.0K | 0.54% | +6,781 | New |
| Bridges Investment Management Inc | 6,775 | $765.3K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,764 | $764.1K | 0.23% | −133−1.9% | Reduced |
| NEOS Investment Management LLC | 6,689 | $755.6K | 0.10% | +6,689 | New |
| Penserra Capital Management LLC | 6,664 | $751.0K | 0.02% | −1,619−19.5% | Reduced |
| Townsend Asset Management Corp | 6,645 | $750.6K | 0.38% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,572 | $742.0K | 0.17% | −856−11.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,559 | $740.9K | 0.14% | −294−4.3% | Reduced |
| Boston Common Asset Management, LLC | 6,538 | $739.0K | 0.02% | −101−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 6,531 | $737.7K | 0.08% | −678−9.4% | Reduced |
| Prentiss Smith & Co Inc | 6,522 | $736.7K | 0.54% | +6,522 | New |
| Kingsview Wealth Management, LLC | 6,493 | $733.4K | 0.03% | +821+14.5% | Added |
| Central Bank & Trust Co | 6,468 | $730.6K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 6,400 | $722.9K | 0.25% | +6,400 | New |
| Kingswood Wealth Advisors, LLC | 2,025 | $722.8K | 0.12% | −35−1.7% | Reduced |
| Old National Bancorp | 6,355 | $717.9K | 0.02% | −1,366−17.7% | Reduced |
| Certified Advisory Corp | 6,338 | $715.9K | 0.13% | −350−5.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6,266 | $707.8K | 0.28% | +2,312+58.5% | Added |
| Kestra Private Wealth Services, LLC | 6,244 | $705.3K | 0.02% | −453−6.8% | Reduced |
| Thrive Wealth Management, LLC | 6,243 | $705.2K | 0.19% | −1,118−15.2% | Reduced |
| Bowman & Co S.C. | 6,192 | $699.4K | 0.56% | +520+9.2% | Added |
| Eukles Asset Management | 6,164 | $696.3K | 0.37% | +58+0.9% | Added |
| Radnor Capital Management, LLC | 6,124 | $692.0K | 0.14% | +6,124 | New |
| Savant Capital, LLC | 6,126 | $692.0K | 0.01% | +286+4.9% | Added |
| Legacy Advisors, LLC | 6,092 | $688.2K | 0.11% | −734−10.8% | Reduced |
| Whittier Trust Co | 6,089 | $687.8K | 0.01% | +40+0.7% | Added |
| Kowal Investment Group, LLC | 6,088 | $687.7K | 0.19% | −94−1.5% | Reduced |
| Investment Management Corp of Ontario | 6,044 | $682.7K | 0.03% | +6,044 | New |
| Summit Global Investments | 6,021 | $680.0K | 0.05% | −53,724−89.9% | Reduced |
| Integrated Advisors Network LLC | 6,006 | $678.4K | 0.04% | −123−2.0% | Reduced |
| Strategic Investment Advisors | 5,985 | $676.1K | 0.11% | −79−1.3% | Reduced |
| Wintrust Investments LLC | 5,983 | $676.0K | 0.07% | −166−2.7% | Reduced |
| Merit Financial Group, LLC | 5,973 | $674.7K | 0.02% | −301−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,900 | $666.5K | 0.01% | −600−9.2% | Reduced |
| Boston Trust Walden Corp | 5,893 | $665.7K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5,472 | $665.2K | 0.27% | +5,472 | New |
| Capital Asset Advisory Services LLC | 5,853 | $664.6K | 0.05% | −1,197−17.0% | Reduced |
| Ballentine Partners, LLC | 5,855 | $661.4K | 0.02% | −88−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 5,819 | $660.7K | 0.08% | +148+2.6% | Added |
| Forum Financial Management, LP | 5,844 | $660.1K | 0.01% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,837 | $659.3K | 0.46% | +30+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 5,816 | $657.0K | 0.09% | −167−2.8% | Reduced |
| Greystone Financial Group, LLC | 5,800 | $655.2K | 0.16% | −137−2.3% | Reduced |
| Atlas Capital Advisors LLC | 5,763 | $651.0K | 0.11% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,759 | $650.5K | 0.06% | +150+2.7% | Added |
| David Loasby | 5,757 | $650.4K | 0.07% | −648−10.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,755 | $650.1K | 0.06% | −29,093−83.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,750 | $649.5K | 0.04% | +364+6.8% | Added |
| AIA Group Ltd | 5,703 | $644.2K | 0.03% | +5,703 | New |
| Wunderlich Capital Managemnt | 5,698 | $643.6K | 0.32% | +280+5.2% | Added |
| Neo Ivy Capital Management | 5,668 | $640.0K | 0.28% | +5,668 | New |
| Quadrant Capital Group LLC | 5,647 | $637.9K | 0.06% | +850+17.7% | Added |
| Shepherd Financial Partners LLC | 5,610 | $633.6K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,601 | $632.7K | 0.05% | −270−4.6% | Reduced |
| Tectonic Advisors LLC | 5,535 | $625.2K | 0.06% | −71−1.3% | Reduced |
| Copperwynd Financial, LLC | 5,533 | $625.0K | 0.29% | −170−3.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,491 | $623.4K | 0.06% | −502−8.4% | Reduced |
| Bank of Stockton | 5,452 | $622.9K | 0.23% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,468 | $617.7K | 0.06% | −1,708−23.8% | Reduced |
| SkyOak Wealth, LLC | 5,459 | $616.6K | 0.18% | −246−4.3% | Reduced |
| Outlook Wealth Advisors, LLC | 5,448 | $615.4K | 0.24% | +131+2.5% | Added |
| Modera Wealth Management, LLC | 5,443 | $614.8K | 0.01% | +121+2.3% | Added |
| Comerica Securities,inc. | 5,440 | $614.5K | 0.05% | +10.0% | Added |
| CFO4Life Group, LLC | 5,437 | $614.2K | 0.14% | −37−0.7% | Reduced |
| Johnson Financial Group, Inc. | 5,436 | $614.1K | 0.04% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,425 | $613.0K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 5,356 | $605.0K | 0.30% | +345+6.9% | Added |
| Lindbrook Capital, LLC | 5,338 | $603.0K | 0.07% | +127+2.4% | Added |
| Financial Insights, Inc. | 5,274 | $599.9K | 0.21% | −1,568−22.9% | Reduced |
| Assetmark, Inc | 5,303 | $599.0K | 0.00% | +202+4.0% | Added |
| Delta Financial Group, Inc. | 5,293 | $598.0K | 0.21% | +5,293 | New |
| Empowered Funds, LLC | 5,244 | $592.4K | 0.02% | +1,000+23.6% | Added |
| Bridge Advisory, LLC | 5,206 | $588.1K | 0.21% | +6+0.1% | Added |
| First American Trust, FSB | 5,166 | $583.6K | 0.08% | −201−3.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,149 | $582.0K | 0.27% | −262−4.8% | Reduced |
| NBT Bank N A | 5,149 | $581.6K | 0.06% | −119−2.3% | Reduced |
| Syon Capital LLC | 5,131 | $579.6K | 0.07% | +5,131 | New |
| Smith, Moore & Co. | 5,127 | $579.1K | 0.08% | +147+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 5,113 | $577.6K | 0.06% | −25−0.5% | Reduced |
| Forbes J M & Co LLP | 5,096 | $575.6K | 0.07% | 00.0% | Unchanged |