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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 333 | $38.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 334 | $37.7K | 0.01% | −5−1.5% | Reduced |
| IAG Wealth Partners, LLC | 305 | $34.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 304 | $34.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 286 | $32.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 284 | $32.1K | 0.02% | +284 | New |
| McIlrath & Eck, LLC | 272 | $30.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 300 | $30.3K | 0.01% | −881−74.6% | Reduced |
| Bell Investment Advisors, Inc | 265 | $29.9K | 0.01% | +13+5.2% | Added |
| State of Wyoming | 254 | $28.7K | 0.01% | −58−18.6% | Reduced |
| Hexagon Capital Partners LLC | 253 | $28.6K | 0.01% | −18−6.6% | Reduced |
| Monetary Management Group Inc | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 247 | $27.9K | 0.00% | −15−5.7% | Reduced |
| Earnest Partners LLC | 246 | $27.8K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 238 | $26.9K | 0.00% | −2−0.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 236 | $26.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $26.2K | 0.00% | +100+75.8% | Added |
| Hoey Investments, Inc | 218 | $24.6K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 226 | $24.1K | 0.00% | +226 | New |
| Artemis Wealth Advisors, LLC | 208 | $23.5K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $23.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 202 | $22.8K | 0.01% | +154+320.8% | Added |
| Authentikos Wealth Advisory, LLC | 200 | $22.6K | 0.02% | +200 | New |
| RFP Financial Group LLC | 199 | $22.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $21.7K | 0.01% | −30−13.5% | Reduced |
| Beacon Capital Management, LLC | 171 | $21.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 183 | $21.0K | 0.00% | +5+2.8% | Added |
| Institutional & Family Asset Management, LLC | 169 | $19.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 149 | $16.8K | 0.01% | −11−6.9% | Reduced |
| New Millennium Group LLC | 137 | $15.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $13.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 117 | $13.2K | 0.01% | −13−10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 95 | $10.7K | 0.00% | +95 | New |
| Archer Investment Corp | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $10.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 86 | $9.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 86 | $9.71K | 0.00% | +86 | New |
| HighMark Wealth Management LLC | 68 | $7.68K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $7.57K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $7.23K | 0.01% | +64 | New |
| Centennial Bank | 64 | $7.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $7.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 88 | $7.00K | 0.00% | −75−46.0% | Reduced |
| Rogco, LP | 58 | $6.55K | 0.00% | +58 | New |
| Northwest Investment Counselors, LLC | 57 | $6.44K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 56 | $6.33K | 0.00% | +53+1,766.7% | Added |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $6.00K | 0.00% | +30+81.1% | Added |
| Sunbelt Securities, Inc. | 52 | $5.87K | 0.00% | −99−65.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 51 | $5.76K | 0.00% | +51 | New |
| Activest Wealth Management | 51 | $5.76K | 0.00% | −333−86.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 51 | $5.76K | 0.00% | −128−71.5% | Reduced |
| Your Advocates Ltd., LLP | 50 | $5.65K | 0.00% | −400−88.9% | Reduced |
| Focused Wealth Management, Inc | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.74K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $4.52K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 35 | $3.95K | 0.00% | +3+9.4% | Added |
| Missouri Trust & Investment Co | 34 | $3.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $3.16K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $1.81K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 14 | $1.58K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 10 | $1.26K | 0.00% | +7+233.3% | Added |
| Carolinas Wealth Consulting LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $1.13K | 0.00% | −48−82.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 9 | $1.02K | 0.00% | +9 | New |
| Rosenberg Matthew Hamilton | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $452 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −126−100.0% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,314,354−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −487,283−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −346,276−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −106,087−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −70,850−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −65,504−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −55,615−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −47,195−100.0% | Sold out |