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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 3,460 | $400.4K | 0.30% | +161+4.9% | Added |
| Sentry Investment Management LLC | 3,540 | $400.0K | 0.19% | −927−20.8% | Reduced |
| Cannell Peter B & Co Inc | 3,523 | $398.0K | 0.01% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,507 | $396.2K | 0.22% | +439+14.3% | Added |
| Drake & Associates, LLC | 3,497 | $395.1K | 0.18% | −20−0.6% | Reduced |
| Empower Advisory Group, LLC | 3,494 | $394.7K | 0.00% | +68+2.0% | Added |
| Moody Lynn & Lieberson, LLC | 3,480 | $393.1K | 0.03% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,450 | $389.7K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,436 | $388.1K | 0.07% | +611+21.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,426 | $387.8K | 0.00% | +533+18.4% | Added |
| Waldron Private Wealth LLC | 3,428 | $387.2K | 0.02% | −225−6.2% | Reduced |
| Becker Capital Management Inc | 3,407 | $384.9K | 0.02% | +167+5.2% | Added |
| Roundview Capital LLC | 3,387 | $382.6K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,384 | $382.3K | 0.01% | +55+1.7% | Added |
| Graham Capital Management, L.P. | 3,382 | $382.0K | 0.01% | −69,591−95.4% | Reduced |
| Cookson Peirce & Co Inc | 3,362 | $380.0K | 0.02% | −62−1.8% | Reduced |
| Grandfield & Dodd, LLC | 3,361 | $379.7K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,354 | $378.9K | 0.07% | +1,444+75.6% | Added |
| Bayesian Capital Management, LP | 3,349 | $378.3K | 0.04% | +3,349 | New |
| Geller Advisors LLC | 3,341 | $377.4K | 0.04% | −37−1.1% | Reduced |
| Boston Financial Mangement LLC | 3,326 | $375.7K | 0.01% | +308+10.2% | Added |
| Financial Counselors Inc | 3,316 | $374.6K | 0.01% | +3,316 | New |
| Greatmark Investment Partners, Inc. | 3,310 | $373.9K | 0.07% | −3,000−47.5% | Reduced |
| Stock Yards Bank & Trust Co | 3,296 | $372.3K | 0.01% | −3,005−47.7% | Reduced |
| Leonteq Securities AG | 3,267 | $369.0K | 0.04% | −6,485−66.5% | Reduced |
| Stonebridge Capital Advisors LLC | 3,263 | $368.6K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,258 | $368.0K | 0.04% | +211+6.9% | Added |
| EverSource Wealth Advisors, LLC | 3,255 | $367.7K | 0.04% | −328−9.2% | Reduced |
| Matisse Capital | 3,248 | $366.9K | 0.26% | 00.0% | Unchanged |
| Invesco, LLC | 3,243 | $366.3K | 0.18% | −39−1.2% | Reduced |
| Red Door Wealth Management, LLC | 3,234 | $365.3K | 0.09% | −5,038−60.9% | Reduced |
| Wright Investors Service Inc | 3,232 | $365.1K | 0.11% | −3,180−49.6% | Reduced |
| Apeiron RIA LLC | 3,217 | $363.4K | 0.12% | +90+2.9% | Added |
| Centennial Wealth Advisory LLC | 3,211 | $362.7K | 0.19% | −461−12.6% | Reduced |
| Blueshift Asset Management, LLC | 3,208 | $362.4K | 0.21% | −2,533−44.1% | Reduced |
| Marotta Asset Management | 3,200 | $361.5K | 0.08% | 00.0% | Unchanged |
| Cowa, LLC | 3,185 | $359.8K | 0.24% | 00.0% | Unchanged |
| Forte Capital LLC | 3,163 | $357.3K | 0.06% | +300+10.5% | Added |
| Two Sigma Securities, LLC | 3,155 | $356.4K | 0.02% | +3,155 | New |
| Optas, LLC | 3,127 | $353.2K | 0.12% | −2,142−40.7% | Reduced |
| Atlantic Trust, LLC | 3,125 | $353.0K | 0.12% | −13−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,115 | $351.9K | 0.07% | −77−2.4% | Reduced |
| Fairfield, Bush & Co. | 3,090 | $349.0K | 0.23% | −650−17.4% | Reduced |
| Riverbridge Partners LLC | 3,080 | $347.9K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,065 | $346.2K | 0.27% | +22+0.7% | Added |
| Wambolt & Associates, LLC | 3,044 | $343.5K | 0.12% | +165+5.7% | Added |
| Paloma Partners Management Co | 3,037 | $343.1K | 0.07% | −14,307−82.5% | Reduced |
| Legacy Capital Group California, Inc. | 3,028 | $342.0K | 0.15% | +2+0.1% | Added |
| Beacon Financial Group | 2,816 | $342.0K | 0.05% | +358+14.6% | Added |
| Whittier Trust Co of Nevada Inc | 3,007 | $339.7K | 0.01% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,000 | $338.9K | 0.11% | −23−0.8% | Reduced |
| MONECO Advisors, LLC | 3,000 | $338.9K | 0.09% | −12−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $338.0K | 0.04% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,989 | $337.6K | 0.11% | −678−18.5% | Reduced |
| Ritholtz Wealth Management | 2,984 | $337.1K | 0.02% | −29−1.0% | Reduced |
| Advisors Capital Management, LLC | 2,961 | $335.0K | 0.01% | +10.0% | Added |
| JGP Wealth Management, LLC | 2,963 | $334.7K | 0.06% | +2+0.1% | Added |
| Trust Co of Toledo NA | 2,955 | $333.8K | 0.07% | +932+46.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,941 | $332.2K | 0.01% | −151−4.9% | Reduced |
| Childress Capital Advisors, LLC | 2,936 | $331.7K | 0.11% | +2,936 | New |
| Pegasus Partners Ltd. | 2,921 | $330.0K | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 2,918 | $329.6K | 0.05% | 00.0% | Unchanged |
| Perpetual Ltd | 2,915 | $329.3K | 0.00% | +2,915 | New |
| Canada Pension Plan Investment Board | 2,910 | $328.7K | 0.00% | −2,219−43.3% | Reduced |
| Schmidt P J Investment Management Inc | 2,928 | $327.8K | 0.07% | +166+6.0% | Added |
| Paradigm Asset Management Co LLC | 2,900 | $327.6K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,890 | $326.5K | 0.13% | −1,744−37.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,888 | $326.2K | 0.51% | −158−5.2% | Reduced |
| Ellevest, Inc. | 2,846 | $321.5K | 0.02% | −1,496−34.5% | Reduced |
| CRA Financial Services, LLC | 2,843 | $321.1K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 2,820 | $318.5K | 0.00% | +500+21.6% | Added |
| Colonial Trust Co | 2,791 | $315.3K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,785 | $314.6K | 0.01% | +483+21.0% | Added |
| Symmetry Investments LP | 2,784 | $314.5K | 0.09% | +2,784 | New |
| PDS Planning, Inc | 2,755 | $311.2K | 0.04% | +105+4.0% | Added |
| Seelaus Asset Management LLC | 2,730 | $308.4K | 0.35% | −6,133−69.2% | Reduced |
| Tobam | 2,705 | $306.0K | 0.02% | −642−19.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,694 | $304.3K | 0.04% | +795+41.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,694 | $304.3K | 0.02% | +2,694 | New |
| Carlson Capital Management | 2,684 | $303.2K | 0.02% | −24−0.9% | Reduced |
| First Foundation Advisors | 2,679 | $302.6K | 0.01% | +379+16.5% | Added |
| Aureus Asset Management, LLC | 2,655 | $299.9K | 0.02% | 00.0% | Unchanged |
| Sandler Capital Management | 2,650 | $299.3K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,618 | $297.0K | 0.22% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,628 | $296.9K | 0.01% | +28+1.1% | Added |
| Norwood Financial Corp | 2,625 | $296.5K | 0.48% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 2,621 | $296.1K | 0.13% | +166+6.8% | Added |
| Richard W. Paul & Associates, LLC | 2,616 | $295.5K | 0.14% | −101−3.7% | Reduced |
| Catalyst Financial Partners LLC | 2,614 | $295.3K | 0.10% | +501+23.7% | Added |
| CM Wealth Advisors LLC | 2,410 | $294.4K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Group | 2,596 | $293.2K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2,585 | $292.0K | 0.09% | −53−2.0% | Reduced |
| Independent Financial Group, LLC | 2,574 | $290.8K | 0.02% | +23+0.9% | Added |
| WMS Partners, LLC | 2,572 | $290.5K | 0.02% | −68−2.6% | Reduced |
| Ingalls & Snyder LLC | 2,568 | $290.0K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,567 | $290.0K | 0.06% | +565+28.2% | Added |
| Raleigh Capital Management Inc. | 2,549 | $287.9K | 0.15% | +135+5.6% | Added |
| Fidelis Capital Partners, LLC | 2,549 | $287.9K | 0.10% | +131+5.4% | Added |
| Salem Investment Counselors Inc | 2,547 | $287.7K | 0.01% | −285−10.1% | Reduced |
| Oakworth Capital, Inc. | 2,542 | $287.1K | 0.03% | −2,613−50.7% | Reduced |