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 |
|---|---|---|---|---|---|
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,087 | $574.6K | 0.01% | −3,169−38.4% | Reduced |
| Chesapeake Wealth Management | 5,023 | $567.4K | 0.24% | −452−8.3% | Reduced |
| Change Path, LLC | 4,967 | $562.0K | 0.04% | −2,450−33.0% | Reduced |
| Principle Wealth Partners LLC | 4,963 | $560.6K | 0.06% | 00.0% | Unchanged |
| Baader Bank INC | 4,961 | $558.3K | 0.05% | +4,961 | New |
| Ellis Investment Partners, LLC | 4,930 | $556.9K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,912 | $554.9K | 0.04% | +1,635+49.9% | Added |
| Mutual Advisors, LLC | 4,903 | $553.8K | 0.02% | −1,008−17.1% | Reduced |
| Eqis Capital Management, Inc. | 4,877 | $550.9K | 0.07% | −990−16.9% | Reduced |
| Cutler Group LP | 4,860 | $548.0K | 0.09% | −10,452−68.3% | Reduced |
| Evergreen Capital Management LLC | 4,826 | $545.1K | 0.02% | −219−4.3% | Reduced |
| Wallace Advisory Group, LLC | 4,308 | $543.5K | 0.39% | −208−4.6% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $542.2K | 0.12% | 00.0% | Unchanged |
| Unique Wealth, LLC | 4,748 | $536.3K | 0.22% | +2,824+146.8% | Added |
| Oppenheimer & Co Inc | 4,730 | $534.3K | 0.01% | −30−0.6% | Reduced |
| Sigma Planning Corp | 4,682 | $528.9K | 0.02% | +4,682 | New |
| Roberts Glore & Co Inc | 4,666 | $527.1K | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,660 | $526.4K | 0.11% | +578+14.2% | Added |
| 1st Source Bank | 4,655 | $525.8K | 0.04% | +80+1.7% | Added |
| Boothbay Fund Management, LLC | 4,653 | $525.6K | 0.02% | +4,653 | New |
| Cascade Investment Group, Inc. | 4,641 | $524.2K | 0.49% | +24+0.5% | Added |
| Capital Investment Advisors, LLC | 4,634 | $523.4K | 0.01% | −677−12.7% | Reduced |
| Vista Investment Management | 4,624 | $522.3K | 0.27% | −307−6.2% | Reduced |
| St Germain D J Co Inc | 4,618 | $521.6K | 0.03% | −17−0.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,616 | $521.4K | 0.53% | −188−3.9% | Reduced |
| GM Advisory Group, Inc. | 4,613 | $521.1K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,595 | $519.1K | 0.02% | +107+2.4% | Added |
| Continuum Advisory, LLC | 4,595 | $519.1K | 0.08% | +503+12.3% | Added |
| Intellectus Partners, LLC | 4,593 | $518.8K | 0.16% | +498+12.2% | Added |
| Transamerica Financial Advisors, Inc. | 4,580 | $518.0K | 0.07% | −616−11.9% | Reduced |
| Rollins Financial | 4,577 | $517.0K | 0.13% | +4,577 | New |
| Tributary Capital Management, LLC | 4,575 | $516.8K | 0.05% | −100−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,561 | $515.2K | 0.19% | +17+0.4% | Added |
| Condor Capital Management | 4,504 | $508.8K | 0.06% | +10+0.2% | Added |
| UniSuper Management Pty Ltd | 4,500 | $508.3K | 0.01% | +100+2.3% | Added |
| Caldwell Trust Co | 4,483 | $506.4K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 4,450 | $502.7K | 0.31% | +4,450 | New |
| Crumly & Associates Inc. | 4,448 | $502.4K | 0.20% | −31−0.7% | Reduced |
| NorthRock Partners, LLC | 4,443 | $501.9K | 0.05% | +350+8.6% | Added |
| Mystic Asset Management, Inc. | 4,391 | $496.0K | 0.28% | −410−8.5% | Reduced |
| KCS Wealth Advisory | 4,389 | $495.8K | 0.21% | −13−0.3% | Reduced |
| Herr Investment Group LLC | 4,376 | $494.3K | 0.15% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,331 | $489.2K | 0.10% | −2,237−34.1% | Reduced |
| Penbrook Management LLC | 4,330 | $489.1K | 0.36% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,315 | $487.4K | 0.05% | −1,515−26.0% | Reduced |
| Hilltop Holdings Inc. | 4,314 | $487.3K | 0.06% | −210−4.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,300 | $485.7K | 0.27% | −325−7.0% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $485.7K | 0.13% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4,280 | $483.5K | 0.11% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 4,272 | $482.6K | 0.17% | +27+0.6% | Added |
| ERn Financial, LLC | 4,254 | $480.5K | 0.10% | +9+0.2% | Added |
| Conning Inc. | 4,251 | $480.2K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,250 | $480.1K | 0.04% | +4,250 | New |
| Boston Family Office LLC | 4,225 | $477.0K | 0.04% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 4,217 | $476.4K | 0.62% | +4,217 | New |
| Hoylecohen, LLC | 4,215 | $476.1K | 0.04% | +860+25.6% | Added |
| Diametric Capital, LP | 4,204 | $474.9K | 0.20% | +1,553+58.6% | Added |
| Optimum Investment Advisors | 4,201 | $474.5K | 0.24% | +10.0% | Added |
| Opal Wealth Advisors, LLC | 4,201 | $474.5K | 0.28% | +508+13.8% | Added |
| Fishman Jay A Ltd | 4,180 | $472.2K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,156 | $469.5K | 0.09% | +259+6.6% | Added |
| Argonautica Private Wealth Management, Inc | 4,128 | $466.3K | 0.21% | +101+2.5% | Added |
| First Heartland Consultants, Inc. | 4,089 | $462.0K | 0.06% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,087 | $462.0K | 0.19% | +169+4.3% | Added |
| World Equity Group, Inc. | 4,082 | $461.1K | 0.10% | −72−1.7% | Reduced |
| KMG Fiduciary Partners, LLC | 4,080 | $460.9K | 0.06% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,074 | $460.2K | 0.13% | 00.0% | Unchanged |
| Ariel Investments, LLC | 4,041 | $456.5K | 0.00% | +425+11.8% | Added |
| Legacy Wealth Management, LLC | 4,034 | $455.7K | 0.24% | −177−4.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 4,032 | $455.5K | 0.13% | −1,413−26.0% | Reduced |
| Ironsides Asset Advisors, LLC | 4,025 | $454.7K | 0.21% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,002 | $452.0K | 0.04% | +76+1.9% | Added |
| Bryn Mawr Trust Co | 4,000 | $451.8K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $451.8K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $451.8K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,996 | $451.4K | 0.04% | −609−13.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,995 | $451.3K | 0.02% | +598+17.6% | Added |
| CX Institutional | 3,992 | $450.9K | 0.02% | −50−1.2% | Reduced |
| TRUE Private Wealth Advisors | 3,983 | $449.9K | 0.06% | +521+15.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $449.2K | 0.10% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,968 | $448.2K | 0.48% | −54−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,945 | $445.6K | 0.24% | −525−11.7% | Reduced |
| Citadel Investment Advisory, Inc. | 3,972 | $445.0K | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,929 | $443.8K | 0.01% | +174+4.6% | Added |
| Wealthsource Partners, LLC | 3,915 | $442.2K | 0.03% | +102+2.7% | Added |
| KB Financial Partners, LLC | 3,882 | $439.0K | 0.13% | +22+0.6% | Added |
| Madrona Financial Services, LLC | 3,860 | $436.0K | 0.20% | −5−0.1% | Reduced |
| Wedmont Private Capital | 3,763 | $430.3K | 0.04% | +346+10.1% | Added |
| Alpha Family Trust | 3,805 | $429.8K | 0.33% | 00.0% | Unchanged |
| Santori & Peters | 3,794 | $428.6K | 0.23% | 00.0% | Unchanged |
| Wealth Alliance | 3,786 | $427.7K | 0.07% | +474+14.3% | Added |
| Flagship Harbor Advisors, LLC | 3,768 | $425.6K | 0.04% | +78+2.1% | Added |
| Coastal Investment Advisors, Inc. | 3,366 | $424.6K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,724 | $420.7K | 0.10% | +117+3.2% | Added |
| Stephenson National Bank & Trust | 3,695 | $417.4K | 0.23% | −383−9.4% | Reduced |
| AtonRa Partners | 3,653 | $412.6K | 0.87% | −598−14.1% | Reduced |
| Symmetry Partners, LLC | 3,645 | $412.0K | 0.02% | −1,000−21.5% | Reduced |
| Epiq Partners, LLC | 3,586 | $405.1K | 0.31% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $401.0K | 0.02% | −278−7.3% | Reduced |
| Financial Planning & Information Services, Inc. | 3,548 | $400.8K | 0.07% | 00.0% | Unchanged |