Fiserv Inc

FISV

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0000798354

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,491 institutions

Value heldQ3 2023: $61.6B

Institutions holding FISV and their total value by quarter
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.

Institutions holding FISV in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Deltec Asset Management LLC	0	$0	0.00%	−37,424−100.0%	Sold out
Vestmark Advisory Solutions, Inc.	0	$0	0.00%	−27,316−100.0%	Sold out
Agate Pass Investment Management, LLC	0	$0	0.00%	−26,042−100.0%	Sold out
Ergoteles LLC	0	$0	0.00%	−18,356−100.0%	Sold out
BNC Wealth Management, LLC	0	$0	0.00%	−16,270−100.0%	Sold out
Veritable, L.P.	0	$0	0.00%	−14,822−100.0%	Sold out
Pinnacle Wealth Management, LLC	0	$0	0.00%	−13,050−100.0%	Sold out
NFJ Investment Group, LLC	0	$0	0.00%	−12,953−100.0%	Sold out
Cipher Capital LP	0	$0	0.00%	−12,155−100.0%	Sold out
Teamwork Financial Advisors, LLC	0	$0	0.00%	−10,615−100.0%	Sold out
Kiwi Wealth Investments Limited Partnership	0	$0	0.00%	−10,084−100.0%	Sold out
Financial Advocates Investment Management	0	$0	0.00%	−9,902−100.0%	Sold out
WT Wealth Management	0	$0	0.00%	−8,956−100.0%	Sold out
Sheets Smith Wealth Management	0	$0	0.00%	−7,846−100.0%	Sold out
Poehling Capital Management, LLC	0	$0	0.00%	−7,514−100.0%	Sold out
AXS Investments LLC	0	$0	0.00%	−7,282−100.0%	Sold out
Sand Hill Global Advisors, LLC	0	$0	0.00%	−6,986−100.0%	Sold out
Mirabella Financial Services LLP	0	$0	0.00%	−6,865−100.0%	Sold out
Greenland Capital Management LP	0	$0	0.00%	−6,625−100.0%	Sold out
Magnolia Capital Advisors LLC	0	$0	0.00%	−6,367−100.0%	Sold out
IPG Investment Advisors LLC	0	$0	0.00%	−6,330−100.0%	Sold out
Advanced Portfolio Management, LLC	0	$0	0.00%	−5,871−100.0%	Sold out
Abacus Wealth Partners, LLC	0	$0	0.00%	−5,341−100.0%	Sold out
Econ Financial Services Corp	0	$0	0.00%	−5,325−100.0%	Sold out
LMR Partners LLP	0	$0	0.00%	−4,265−100.0%	Sold out
Avantax Planning Partners, Inc.	0	$0	0.00%	−4,242−100.0%	Sold out
Jackson Wealth Management, LLC	0	$0	0.00%	−3,933−100.0%	Sold out
Segall Bryant & Hamill, LLC	0	$0	0.00%	−3,641−100.0%	Sold out
Empirical Asset Management, LLC	0	$0	0.00%	−3,574−100.0%	Sold out
Waycross Partners, LLC	0	$0	0.00%	−3,200−100.0%	Sold out
Intrinsic Edge Capital Management LLC	0	$0	0.00%	−2,600−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−2,476−100.0%	Sold out
Stokes Family Office, LLC	0	$0	0.00%	−2,443−100.0%	Sold out
Meitav Dash Investments Ltd	0	$0	0.00%	−2,444−100.0%	Sold out
Maven Securities LTD	0	$0	0.00%	−2,387−100.0%	Sold out
Haverford Trust Co	0	$0	0.00%	−2,256−100.0%	Sold out
Quantamental Technologies LLC	0	$0	0.00%	−2,125−100.0%	Sold out
Summit X, LLC	0	$0	0.00%	−2,120−100.0%	Sold out
Cambiar Investors LLC	0	$0	0.00%	−1,959−100.0%	Sold out
Hennion & Walsh Asset Management, Inc.	0	$0	0.00%	−1,910−100.0%	Sold out
Courier Capital LLC	0	$0	0.00%	−1,863−100.0%	Sold out
Jackson Creek Investment Advisors LLC	0	$0	0.00%	−1,847−100.0%	Sold out
Appleton Partners Inc	0	$0	0.00%	−1,831−100.0%	Sold out
Corrigan Financial, Inc.	0	$0	0.00%	−1,809−100.0%	Sold out
Davy Global Fund Management Ltd	0	$0	0.00%	−1,788−100.0%	Sold out
Richwood Investment Advisors, LLC	0	$0	0.00%	−1,770−100.0%	Sold out
Monterey Private Wealth, Inc.	0	$0	0.00%	−1,763−100.0%	Sold out
Norris Perne & French LLP	0	$0	0.00%	−1,746−100.0%	Sold out
Front Barnett Associates LLC	0	$0	0.00%	−1,740−100.0%	Sold out
GraniteShares Advisors LLC	0	$0	0.00%	−1,734−100.0%	Sold out
Schnieders Capital Management LLC	0	$0	0.00%	−1,722−100.0%	Sold out
IVC Wealth Advisors LLC	0	$0	0.00%	−1,722−100.0%	Sold out
Nicholas Hoffman & Company, LLC.	0	$0	0.00%	−1,704−100.0%	Sold out
Callan Family Office, LLC	0	$0	0.00%	−1,702−100.0%	Sold out
Gyroscope Capital Management Group, LLC	0	$0	0.00%	−1,700−100.0%	Sold out
Hartline Investment Corp	0	$0	0.00%	−1,686−100.0%	Sold out
Oxbow Advisors, LLC	0	$0	0.00%	−1,676−100.0%	Sold out
Essex Financial Services, Inc.	0	$0	0.00%	−1,660−100.0%	Sold out
KCM Investment Advisors LLC	0	$0	0.00%	−1,638−100.0%	Sold out
Palogic Value Management, L.P.	0	$0	0.00%	−1,638−100.0%	Sold out
Phillips Wealth Planners LLC	0	$0	0.00%	−1,634−100.0%	Sold out
25 LLC	0	$0	0.00%	−1,600−100.0%	Sold out
O'Dell Group, LLC	0	$0	0.00%	−1,608−100.0%	Sold out
Stonegate Investment Group, LLC	0	$0	0.00%	−1,605−100.0%	Sold out
Vision Capital Management, Inc.	0	$0	0.00%	−1,602−100.0%	Sold out
All Terrain Financial Advisors, LLC	0	$0	0.00%	−1,600−100.0%	Sold out
Prevail Innovative Wealth Advisors, LLC	0	$0	0.00%	−1,600−100.0%	Sold out
Crewe Advisors LLC	0	$0	0.00%	−1,181−100.0%	Sold out
WealthPLAN Partners, LLC	0	$0	0.00%	−847−100.0%	Sold out
Rowland & Co Investment Counsel	0	$0	0.00%	−834−100.0%	Sold out
ICA Group Wealth Management, LLC	0	$0	0.00%	−818−100.0%	Sold out
Clear Street Markets LLC	0	$0	0.00%	−806−100.0%	Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	0	$0	0.00%	−579−100.0%	Sold out
Resurgent Financial Advisors LLC	0	$0	0.00%	−406−100.0%	Sold out
PCA Investment Advisory Services Inc.	0	$0	0.00%	−212−100.0%	Sold out
Ridgewood Investments LLC	0	$0	0.00%	−78−100.0%	Sold out
Fiduciary Alliance LLC	0	$0	0.00%	−75−100.0%	Sold out
Mine & Arao Wealth Creation & Management, LLC.	0	$0	0.00%	−74−100.0%	Sold out
Financial Freedom, LLC	0	$0	0.00%	−50−100.0%	Sold out
Benjamin Edwards Inc	0	$0	0.00%	−36−100.0%	Sold out
SOA Wealth Advisors, LLC.	0	$0	0.00%	−36−100.0%	Sold out
Tompkins Financial Corp	0	$0	0.00%	−30−100.0%	Sold out
Clearview Wealth Advisors LLC	0	$0	0.00%	−30−100.0%	Sold out
Armstrong Advisory Group, Inc	0	$0	0.00%	−30−100.0%	Sold out
Disciplined Investments, LLC	0	$0	0.00%	−29−100.0%	Sold out
Pictet Asset Management SA	–	–	–	–	Not filed
PFS Investments Inc.	–	–	–	–	Not filed
Linker Capital Management Inc.	–	–	–	–	Not filed
BDO Wealth Advisors, LLC	–	–	–	–	Not filed
Tiaa, FSB	–	–	–	–	Not filed
BerganKDV Wealth Management, LLC	–	–	–	–	Not filed
US Asset Management LLC	–	–	–	–	Not filed
EA Series Trust	–	–	–	–	Not filed
Lumature Wealth Partners, LLC	–	–	–	–	Not filed
Endurance Wealth Management, Inc.	–	–	–	–	Not filed
Heron Financial Group, LLC	–	–	–	–	Not filed
First Capital Advisors Group, LLC.	–	–	–	–	Not filed