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 |
|---|---|---|---|---|---|
| Stanley Capital Management, LLC | 121,559 | $13.7M | 3.66% | 00.0% | Unchanged |
| Sunriver Management LLC | 120,465 | $13.6M | 2.57% | −53,302−30.7% | Reduced |
| RSM US Wealth Management LLC | 119,978 | $13.6M | 0.48% | −663−0.5% | Reduced |
| Panagora Asset Management Inc | 119,232 | $13.5M | 0.08% | −10,424−8.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,553 | $13.4M | 0.09% | −1,214−1.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 118,583 | $13.4M | 0.18% | −6,400−5.1% | Reduced |
| Montag A & Associates Inc | 116,038 | $13.1M | 0.83% | −220−0.2% | Reduced |
| DnB Asset Management AS | 115,747 | $13.1M | 0.08% | +660+0.6% | Added |
| New York Life Investment Management LLC | 115,732 | $13.1M | 0.14% | −4,534−3.8% | Reduced |
| Palisade Capital Management LLC | 114,202 | $12.9M | 0.36% | +3,419+3.1% | Added |
| Rockefeller Capital Management L.P. | 111,088 | $12.6M | 0.05% | +704+0.6% | Added |
| Core Alternative Capital | 109,632 | $12.4M | 1.91% | −7,899−6.7% | Reduced |
| Brant Point Investment Management LLC | 109,516 | $12.4M | 2.93% | −7,327−6.3% | Reduced |
| Vident Advisory, LLC | 106,684 | $12.1M | 0.37% | +106,684 | New |
| Commonwealth Equity Services, LLC | 106,624 | $12.0M | 0.02% | +177+0.2% | Added |
| Czech National Bank | 106,548 | $12.0M | 0.19% | +33,470+45.8% | Added |
| USS Investment Management Ltd | 105,524 | $11.9M | 0.13% | +5,400+5.4% | Added |
| McRae Capital Management Inc | 105,415 | $11.9M | 3.53% | −393−0.4% | Reduced |
| Utah Retirement Systems | 104,760 | $11.8M | 0.17% | −800−0.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 104,642 | $11.8M | 0.76% | −845−0.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 104,457 | $11.8M | 3.17% | −820−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 104,291 | $11.8M | 0.41% | −2,924−2.7% | Reduced |
| Tudor Investment Corp Et Al | 104,109 | $11.8M | 0.17% | +104,109 | New |
| Covington Investment Advisors Inc. | 104,092 | $11.8M | 2.41% | −515−0.5% | Reduced |
| Allianz Asset Management GmbH | 102,982 | $11.6M | 0.02% | +14,900+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 102,365 | $11.6M | 0.18% | +9,461+10.2% | Added |
| Zacks Investment Management | 101,918 | $11.5M | 0.15% | +2,220+2.2% | Added |
| CCM Investment Advisers LLC | 101,664 | $11.5M | 1.58% | −610−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 101,348 | $11.4M | 0.18% | +3,892+4.0% | Added |
| MML Investors Services, LLC | 99,533 | $11.2M | 0.06% | +8,190+9.0% | Added |
| Agf Management Ltd | 99,093 | $11.2M | 0.08% | +3,072+3.2% | Added |
| Swiss Life Asset Management Ltd | 98,864 | $11.2M | 0.17% | −36,220−26.8% | Reduced |
| Busey Wealth Management | 98,659 | $11.1M | 0.48% | +916+0.9% | Added |
| CIBC World Markets Corp | 97,908 | $11.1M | 0.11% | −27,986−22.2% | Reduced |
| ClariVest Asset Management LLC | 97,434 | $11.0M | 0.60% | −6,732−6.5% | Reduced |
| Oregon Public Employees Retirement Fund | 95,386 | $10.8M | 0.15% | −22,015−18.8% | Reduced |
| First National Trust Co | 94,774 | $10.7M | 0.51% | +1,191+1.3% | Added |
| Assenagon Asset Management S.A. | 93,537 | $10.6M | 0.04% | +75,874+429.6% | Added |
| Vestor Capital, LLC | 92,640 | $10.5M | 1.14% | +3,027+3.4% | Added |
| Hunter Perkins Capital Management, LLC | 92,314 | $10.4M | 2.24% | −21,109−18.6% | Reduced |
| Robertson Opportunity Capital, LLC | 91,083 | $10.3M | 4.86% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 90,943 | $10.3M | 0.93% | −2,218−2.4% | Reduced |
| Baldwin Brothers Inc | 90,442 | $10.2M | 0.88% | +445+0.5% | Added |
| Bell Asset Management Ltd | 90,210 | $10.2M | 1.68% | +8,825+10.8% | Added |
| APG Asset Management N.V. | 89,600 | $10.1M | 0.02% | −8,200−8.4% | Reduced |
| Kidder Stephen W | 89,519 | $10.1M | 3.51% | +355+0.4% | Added |
| Xponance, Inc. | 89,415 | $10.1M | 0.14% | −75−0.1% | Reduced |
| GAM Holding AG | 89,242 | $10.1M | 0.74% | −200.0% | Reduced |
| Logan Capital Management Inc | 89,237 | $10.1M | 0.51% | +454+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 88,540 | $10.0M | 0.96% | +88,540 | New |
| Broderick Brian C | 87,964 | $9.94M | 2.74% | +2,139+2.5% | Added |
| Hunter Associates Investment Management LLC | 86,657 | $9.79M | 1.99% | +3,966+4.8% | Added |
| Shell Asset Management Co | 85,847 | $9.70M | 0.40% | −68,648−44.4% | Reduced |
| Harber Asset Management LLC | 85,374 | $9.64M | 2.69% | +7,975+10.3% | Added |
| Mutual of America Capital Management LLC | 85,262 | $9.63M | 0.12% | −8,190−8.8% | Reduced |
| Yousif Capital Management, LLC | 85,131 | $9.62M | 0.12% | −2,954−3.4% | Reduced |
| Marshall Wace, LLP | 84,830 | $9.58M | 0.02% | −602,658−87.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,708 | $9.57M | 2.07% | −1,482−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 84,491 | $9.54M | 0.03% | +82,502+4,147.9% | Added |
| Farmers & Merchants Investments Inc | 83,670 | $9.45M | 0.37% | −2,879−3.3% | Reduced |
| Shelton Capital Management | 83,073 | $9.38M | 0.35% | +1,800+2.2% | Added |
| State of Alaska, Department of Revenue | 82,188 | $9.28M | 0.12% | −4,060−4.7% | Reduced |
| Matrix Asset Advisors Inc | 81,443 | $9.20M | 1.31% | −760−0.9% | Reduced |
| Seven Eight Capital, LP | 81,147 | $9.17M | 1.07% | +67,488+494.1% | Added |
| Legacy Private Trust Co. | 80,821 | $9.13M | 0.79% | −571−0.7% | Reduced |
| Redwood Grove Capital, LLC | 80,498 | $9.09M | 3.64% | 00.0% | Unchanged |
| Puzo Michael J | 80,374 | $9.08M | 3.08% | +300+0.4% | Added |
| River & Mercantile Asset Management LLP | 79,946 | $9.03M | 2.11% | −20,328−20.3% | Reduced |
| Romano Brothers and Company | 77,952 | $8.81M | 1.37% | −885−1.1% | Reduced |
| Perennial Advisors, LLC | 77,411 | $8.74M | 2.36% | +121+0.2% | Added |
| Venturi Wealth Management, LLC | 76,999 | $8.70M | 0.68% | +69,446+919.4% | Added |
| Steamboat Capital Partners, LLC | 76,761 | $8.67M | 3.21% | +1,424+1.9% | Added |
| Quantitative Investment Management, LLC | 75,950 | $8.58M | 1.32% | +75,950 | New |
| Bailard, Inc. | 75,691 | $8.55M | 0.28% | +1,055+1.4% | Added |
| Prio Wealth Limited Partnership | 74,838 | $8.45M | 0.33% | 00.0% | Unchanged |
| Synovus Financial Corp | 74,438 | $8.41M | 0.10% | −7,414−9.1% | Reduced |
| Daiwa Securities Group Inc. | 74,068 | $8.37M | 0.06% | +3,567+5.1% | Added |
| Bellecapital International Ltd. | 73,331 | $8.28M | 2.08% | +615+0.8% | Added |
| Ethic Inc. | 73,315 | $8.28M | 0.29% | +683+0.9% | Added |
| Cadinha & Co LLC | 72,338 | $8.17M | 1.81% | +65,060+893.9% | Added |
| Bragg Financial Advisors, Inc | 71,998 | $8.13M | 0.43% | −484−0.7% | Reduced |
| First Hawaiian Bank | 71,640 | $8.09M | 0.28% | +4,558+6.8% | Added |
| Bahl & Gaynor Inc | 71,238 | $8.05M | 0.05% | −146−0.2% | Reduced |
| Headinvest, LLC | 71,242 | $8.04M | 1.75% | +100+0.1% | Added |
| Captrust Financial Advisors | 79,519 | $8.03M | 0.03% | +27,820+53.8% | Added |
| Addenda Capital Inc. | 71,091 | $8.03M | 0.35% | −1,606−2.2% | Reduced |
| Nissay Asset Management Corp | 70,857 | $8.00M | 0.07% | +1,675+2.4% | Added |
| CIBC World Markets Inc. | 70,753 | $7.99M | 0.03% | −6,518−8.4% | Reduced |
| Webster Bank, N. A. | 70,340 | $7.95M | 1.07% | −285−0.4% | Reduced |
| CenterBook Partners LP | 70,245 | $7.93M | 0.99% | +36,927+110.8% | Added |
| Balyasny Asset Management LLC | 69,104 | $7.81M | 0.02% | −21,263−23.5% | Reduced |
| Mizuho Markets Americas LLC | 69,100 | $7.81M | 0.29% | +69,100 | New |
| Cheviot Value Management, LLC | 69,046 | $7.80M | 1.73% | −3,383−4.7% | Reduced |
| Legal Advantage Investments, Inc. | 69,027 | $7.80M | 5.57% | −500−0.7% | Reduced |
| Woodstock Corp | 69,013 | $7.80M | 0.98% | +800+1.2% | Added |
| Intech Investment Management LLC | 68,600 | $7.75M | 0.11% | +5,848+9.3% | Added |
| Ironwood Investment Counsel, LLC | 38,248 | $7.73M | 1.83% | +633+1.7% | Added |
| 1832 Asset Management L.P. | 67,783 | $7.66M | 0.02% | −700−1.0% | Reduced |
| Longbow Finance SA | 67,371 | $7.61M | 0.92% | −240−0.4% | Reduced |
| Thompson Investment Management, Inc. | 66,393 | $7.50M | 1.33% | −2,028−3.0% | Reduced |