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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 1,902 | $215.0K | 0.04% | +300+18.7% | Added |
| Prestige Wealth Management Group LLC | 1,882 | $212.6K | 0.05% | +1,629+643.9% | Added |
| Cable Hill Partners, LLC | 1,874 | $211.7K | 0.03% | +80+4.5% | Added |
| Strategic Blueprint, LLC | 1,872 | $211.5K | 0.02% | −1−0.1% | Reduced |
| Avestar Capital, LLC | 1,872 | $211.5K | 0.03% | +202+12.1% | Added |
| Everhart Financial Group, Inc. | 1,858 | $209.9K | 0.09% | +184+11.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,850 | $209.0K | 0.02% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,849 | $208.9K | 0.13% | −8,897−82.8% | Reduced |
| Boit C F David | 1,850 | $208.8K | 0.14% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,844 | $208.3K | 0.11% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,839 | $207.7K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,836 | $207.4K | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,830 | $206.7K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,820 | $205.6K | 0.06% | −85−4.5% | Reduced |
| Ci Investments Inc. | 1,815 | $205.0K | 0.00% | +55+3.1% | Added |
| Legacy Financial Group LLC | 1,805 | $203.9K | 0.05% | +1,805 | New |
| L2 Asset Management, LLC | 443 | $202.7K | 0.10% | −1,169−72.5% | Reduced |
| Security National Bank of Sioux City Iowa | 1,792 | $202.4K | 0.16% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 1,780 | $201.1K | 0.05% | +1,780 | New |
| Fermata Advisors, LLC | 1,775 | $200.5K | 0.06% | +1,775 | New |
| Pinnacle Bancorp, Inc. | 1,759 | $198.7K | 0.07% | +16+0.9% | Added |
| Harvest Fund Management Co., Ltd | 1,738 | $196.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,710 | $193.2K | 0.04% | −64−3.6% | Reduced |
| Union Savings Bank | 1,700 | $192.0K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,602 | $190.7K | 0.03% | +11,602 | New |
| Old Second National Bank of Aurora | 1,670 | $188.6K | 0.06% | −354−17.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,654 | $186.8K | 0.05% | +329+24.8% | Added |
| Alta Advisers Ltd | 1,600 | $180.7K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,584 | $178.9K | 0.02% | +14+0.9% | Added |
| Sutton Wealth Advisors Inc. | 1,583 | $178.8K | 0.09% | +36+2.3% | Added |
| Park Place Capital Corp | 1,546 | $174.6K | 0.05% | −2−0.1% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $174.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,505 | $170.0K | 0.01% | −40−2.6% | Reduced |
| Financial Management Professionals, Inc. | 1,492 | $169.0K | 0.03% | −544−26.7% | Reduced |
| City State Bank | 1,495 | $169.0K | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,495 | $168.9K | 0.07% | +290+24.1% | Added |
| Trust Co of Vermont | 1,470 | $166.1K | 0.01% | −305−17.2% | Reduced |
| Sandy Spring Bank | 1,429 | $161.4K | 0.01% | −74−4.9% | Reduced |
| Glassman Wealth Services | 1,411 | $159.4K | 0.03% | +256+22.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,389 | $156.9K | 0.08% | +1,389 | New |
| JFS Wealth Advisors, LLC | 1,334 | $150.7K | 0.01% | +1,146+609.6% | Added |
| Ronald Blue Trust, Inc. | 1,154 | $146.0K | 0.00% | +43+3.9% | Added |
| FinTrust Capital Advisors, LLC | 1,219 | $137.7K | 0.03% | +668+121.2% | Added |
| Baystate Wealth Management LLC | 1,179 | $133.2K | 0.01% | −40−3.3% | Reduced |
| Natixis Investment Managers International | 1,172 | $132.4K | 0.01% | −76−6.1% | Reduced |
| Quent Capital, LLC | 1,141 | $128.9K | 0.02% | −91−7.4% | Reduced |
| JNBA Financial Advisors | 1,114 | $125.8K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,107 | $125.0K | 0.00% | −1,300−54.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,049 | $118.5K | 0.00% | +49+4.9% | Added |
| Atwood & Palmer Inc | 1,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 980 | $110.7K | 0.10% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 919 | $103.8K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 876 | $99.0K | 0.02% | +76+9.5% | Added |
| Milestone Investment Advisors LLC | 872 | $98.5K | 0.03% | +872 | New |
| Tanglewood Legacy Advisors, LLC | 872 | $98.5K | 0.06% | 00.0% | Unchanged |
| West Tower Group, LLC | 848 | $95.8K | 0.05% | +848 | New |
| Systematic Alpha Investments, LLC | 844 | $95.3K | 0.00% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $93.0K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 797 | $90.0K | 0.04% | +797 | New |
| GeoWealth Management, LLC | 756 | $85.0K | 0.01% | +570+306.5% | Added |
| WFA Asset Management Corp | 732 | $82.7K | 0.05% | −227−23.7% | Reduced |
| GHP Investment Advisors, Inc. | 730 | $82.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 720 | $81.3K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 710 | $80.2K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 703 | $79.4K | 0.03% | +230+48.6% | Added |
| Covestor Ltd | 702 | $79.0K | 0.06% | −16−2.2% | Reduced |
| Itau Unibanco Holding S.A. | 685 | $77.4K | 0.00% | +685 | New |
| Thompson Siegel & Walmsley LLC | 662 | $75.0K | 0.00% | −20−2.9% | Reduced |
| Hallmark Capital Management Inc | 635 | $71.7K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $71.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 625 | $70.6K | 0.07% | +86+16.0% | Added |
| Meeder Asset Management Inc | 611 | $69.0K | 0.01% | −29,180−97.9% | Reduced |
| Global Trust Asset Management, LLC | 606 | $68.5K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $68.0K | 0.02% | −400−40.0% | Reduced |
| MV Capital Management, Inc. | 591 | $66.8K | 0.01% | +5+0.9% | Added |
| Eagle Bay Advisors LLC | 587 | $66.3K | 0.03% | −4−0.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 570 | $64.4K | 0.03% | +5+0.9% | Added |
| Buck Wealth Strategies, LLC | 558 | $63.0K | 0.03% | +453+431.4% | Added |
| AllSquare Wealth Management LLC | 555 | $62.7K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $61.3K | 0.01% | −762−58.4% | Reduced |
| Larson Financial Group LLC | 541 | $61.1K | 0.01% | −349−39.2% | Reduced |
| Hoese & Co LLP | 508 | $57.4K | 0.06% | −80−13.6% | Reduced |
| Deseret Mutual Benefit Administrators | 502 | $56.7K | 0.03% | −104−17.2% | Reduced |
| Piscataqua Savings Bank | 501 | $56.6K | 0.05% | −40−7.4% | Reduced |
| Arcadia Investment Management Corp | 495 | $55.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 491 | $55.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 477 | $53.9K | 0.01% | +149+45.4% | Added |
| BluePath Capital Management, LLC | 467 | $52.8K | 0.05% | +467 | New |
| Investors Research Corp | 454 | $51.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 440 | $49.7K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 405 | $45.7K | 0.00% | −190−31.9% | Reduced |
| Cambridge Trust Co | 402 | $45.4K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $45.2K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $44.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 392 | $44.3K | 0.00% | +375+2,205.9% | Added |
| McCarthy Grittinger Financial Group, LLC | 385 | $43.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 375 | $42.0K | 0.00% | +42+12.6% | Added |
| Tradition Wealth Management, LLC | 361 | $41.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $39.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 349 | $39.4K | 0.00% | +349 | New |