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 Bancshares, Inc. | 2,541 | $287.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,540 | $286.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,533 | $286.1K | 0.05% | 00.0% | Unchanged |
| Advisor Resource Council | 2,533 | $286.1K | 0.19% | +372+17.2% | Added |
| Edmond de Rothschild Holding S.A. | 2,500 | $282.4K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,495 | $281.8K | 0.08% | −200−7.4% | Reduced |
| TD Private Client Wealth LLC | 2,491 | $281.4K | 0.01% | +78+3.2% | Added |
| FDx Advisors, Inc. | 2,489 | $281.0K | 0.02% | −1,401−36.0% | Reduced |
| WBH Advisory Inc | 2,486 | $280.8K | 0.03% | −63−2.5% | Reduced |
| Venture Visionary Partners LLC | 2,480 | $280.1K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,479 | $280.0K | 0.03% | −500−16.8% | Reduced |
| Silver Oak Securities, Inc | 2,458 | $277.7K | 0.06% | +355+16.9% | Added |
| Vista Wealth Management Group, LLC | 2,448 | $276.5K | 0.03% | +2,448 | New |
| Leavell Investment Management, Inc. | 2,445 | $276.0K | 0.02% | −100−3.9% | Reduced |
| Janney Capital Management LLC | 2,440 | $276.0K | 0.02% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,429 | $274.4K | 0.05% | +2,429 | New |
| Allred Capital Management, LLC | 2,407 | $271.9K | 0.14% | −16−0.7% | Reduced |
| Corundum Group, Inc. | 2,400 | $271.1K | 0.15% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,386 | $269.5K | 0.13% | +2,386 | New |
| Fort Washington Investment Advisors Inc | 2,385 | $269.4K | 0.00% | +2,385 | New |
| Brighton Jones LLC | 2,385 | $269.4K | 0.01% | +92+4.0% | Added |
| Truvestments Capital LLC | 2,380 | $268.8K | 0.14% | +32+1.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $268.4K | 0.17% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,367 | $267.4K | 0.20% | −4−0.2% | Reduced |
| PFG Investments, LLC | 2,355 | $266.0K | 0.05% | +35+1.5% | Added |
| Soltis Investment Advisors LLC | 2,350 | $265.5K | 0.03% | −151−6.0% | Reduced |
| Aveo Capital Partners, LLC | 2,336 | $263.9K | 0.03% | −18−0.8% | Reduced |
| Arrow Financial Corp | 2,325 | $262.6K | 0.03% | −50−2.1% | Reduced |
| Y.D. More Investments Ltd | 2,322 | $262.3K | 0.05% | −2,877−55.3% | Reduced |
| Horan Securities, Inc. | 2,321 | $262.2K | 0.14% | +43+1.9% | Added |
| Fosun International Ltd | 2,313 | $261.3K | 0.04% | −5,240−69.4% | Reduced |
| Capital International Inc | 2,310 | $260.9K | 0.00% | +15+0.7% | Added |
| Greenwich Investment Management, Inc. | 2,302 | $260.0K | 0.21% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,299 | $259.8K | 0.05% | +2,299 | New |
| Belpointe Asset Management LLC | 2,299 | $259.7K | 0.03% | +40+1.8% | Added |
| Holderness Investments Co | 2,295 | $259.2K | 0.10% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $258.9K | 0.04% | 00.0% | Unchanged |
| Power Corp of Canada | 2,290 | $258.7K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,288 | $258.5K | 0.08% | +18+0.8% | Added |
| Watershed Asset Management, L.L.C. | 2,268 | $256.2K | 0.31% | +2,268 | New |
| ORG Partners LLC | 2,261 | $255.4K | 0.08% | −93−4.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,244 | $253.5K | 0.05% | +332+17.4% | Added |
| Arete Wealth Advisors, LLC | 2,242 | $253.2K | 0.04% | +221+10.9% | Added |
| Gsa Capital Partners LLP | 2,241 | $253.0K | 0.02% | +2,241 | New |
| Sepio Capital, LP | 2,239 | $252.9K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,234 | $252.4K | 0.06% | −121−5.1% | Reduced |
| Resonant Capital Advisors, LLC | 2,228 | $251.7K | 0.03% | +153+7.4% | Added |
| Center for Financial Planning, Inc. | 2,227 | $251.6K | 0.05% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $251.2K | 0.10% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,215 | $250.0K | 0.10% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,201 | $248.6K | 0.03% | +293+15.4% | Added |
| Jacobsen Capital Management | 2,199 | $248.4K | 0.13% | −4−0.2% | Reduced |
| Cooper Financial Group | 2,188 | $247.2K | 0.06% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,188 | $247.0K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 2,180 | $246.3K | 0.03% | +821+60.4% | Added |
| Arden Trust Co | 2,164 | $244.4K | 0.04% | −371−14.6% | Reduced |
| Keudell/Morrison Wealth Management | 2,141 | $241.8K | 0.07% | +26+1.2% | Added |
| Buckingham Strategic Partners | 2,141 | $241.8K | 0.01% | +2,141 | New |
| IHT Wealth Management, LLC | 2,134 | $241.2K | 0.01% | +387+22.2% | Added |
| Canandaigua National Bank & Trust Co | 2,133 | $240.9K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,132 | $240.8K | 0.20% | −16−0.7% | Reduced |
| Marcum Wealth, LLC | 2,129 | $240.5K | 0.03% | −15−0.7% | Reduced |
| Gateway Investment Advisers LLC | 2,110 | $238.3K | 0.00% | −125−5.6% | Reduced |
| Baron Wealth Management LLC | 2,109 | $238.2K | 0.15% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,109 | $238.2K | 0.03% | +2,109 | New |
| Connecticut Wealth Management, LLC | 2,105 | $237.8K | 0.02% | +352+20.1% | Added |
| Uncommon Cents Investing LLC | 2,100 | $237.2K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 2,094 | $236.5K | 0.00% | −140−6.3% | Reduced |
| Allstate Corp | 2,075 | $234.4K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,074 | $234.3K | 0.02% | +2,074 | New |
| Chicago Partners Investment Group LLC | 2,137 | $234.2K | 0.01% | −120−5.3% | Reduced |
| Csenge Advisory Group | 2,064 | $233.1K | 0.02% | +2,064 | New |
| De Burlo Group Inc | 2,063 | $233.0K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,015 | $229.0K | 0.12% | −500−19.9% | Reduced |
| Sage Mountain Advisors LLC | 2,012 | $227.3K | 0.03% | −192−8.7% | Reduced |
| Proficio Capital Partners LLC | 2,012 | $227.3K | 0.03% | +62+3.2% | Added |
| Old Port Advisors | 2,007 | $226.7K | 0.08% | +2,007 | New |
| Legacy Financial Advisors, Inc. | 2,005 | $226.5K | 0.05% | +64+3.3% | Added |
| Castleark Management LLC | 2,000 | $225.9K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,000 | $225.9K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $225.9K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,990 | $224.8K | 0.02% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,986 | $224.3K | 0.05% | +20+1.0% | Added |
| Virtue Capital Management, LLC | 1,791 | $223.7K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,969 | $222.4K | 0.06% | +4+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,967 | $222.2K | 0.18% | +195+11.0% | Added |
| Congress Wealth Management LLC | 1,963 | $221.8K | 0.00% | −907−31.6% | Reduced |
| American Money Management, LLC | 1,963 | $221.7K | 0.06% | +213+12.2% | Added |
| Western Wealth Management, LLC | 1,952 | $220.5K | 0.02% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,945 | $219.7K | 0.05% | −10−0.5% | Reduced |
| Keystone Financial Services | 1,944 | $219.6K | 0.12% | −1,150−37.2% | Reduced |
| West Family Investments, Inc. | 1,944 | $219.6K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,938 | $218.9K | 0.13% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,936 | $218.7K | 0.15% | −3−0.2% | Reduced |
| LCNB Corp | 1,930 | $218.0K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,928 | $217.8K | 0.03% | +145+8.1% | Added |
| Perigon Wealth Management, LLC | 1,926 | $217.6K | 0.01% | +188+10.8% | Added |
| Girard Partners Ltd. | 1,924 | $217.3K | 0.02% | −2−0.1% | Reduced |
| Perkins Coie Trust Co | 1,913 | $216.1K | 0.06% | +1,913 | New |
| CKW Financial Group | 1,900 | $215.0K | 0.03% | 00.0% | Unchanged |