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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 66,269 | $7.49M | 0.19% | −835−1.2% | Reduced |
| American National Bank | 66,267 | $7.49M | 1.27% | +1,263+1.9% | Added |
| Peapack Gladstone Financial Corp | 65,301 | $7.38M | 0.14% | +7,349+12.7% | Added |
| Public Sector Pension Investment Board | 65,300 | $7.38M | 0.05% | −32,405−33.2% | Reduced |
| Running Oak Capital LLC | 64,971 | $7.34M | 1.88% | −893−1.4% | Reduced |
| Papp L Roy & Associates | 64,849 | $7.33M | 0.99% | −190−0.3% | Reduced |
| Live Oak Private Wealth LLC | 64,541 | $7.29M | 1.55% | +63+0.1% | Added |
| Hantz Financial Services, Inc. | 64,226 | $7.25M | 0.18% | −946−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 63,728 | $7.20M | 0.30% | +5,109+8.7% | Added |
| Janney Montgomery Scott LLC | 62,769 | $7.09M | 0.03% | +3,111+5.2% | Added |
| Aptus Capital Advisors, LLC | 62,302 | $7.04M | 0.21% | −15,697−20.1% | Reduced |
| Marks Group Wealth Management, Inc | 62,074 | $7.01M | 0.87% | −717−1.1% | Reduced |
| Chesley Taft & Associates LLC | 61,030 | $6.89M | 0.45% | +1,815+3.1% | Added |
| LSV Asset Management | 61,000 | $6.89M | 0.02% | −4,200−6.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $6.78M | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 59,684 | $6.74M | 0.88% | −3,107−4.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,661 | $6.63M | 0.10% | +3,006+5.4% | Added |
| Tocqueville Asset Management L.P. | 58,562 | $6.62M | 0.13% | −1,805−3.0% | Reduced |
| Middleton & Co Inc | 58,234 | $6.58M | 0.91% | −5,398−8.5% | Reduced |
| SG Americas Securities, LLC | 57,982 | $6.55M | 0.09% | +1,647+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,966 | $6.55M | 0.03% | +1,256+2.2% | Added |
| FineMark National Bank & Trust | 57,156 | $6.46M | 0.28% | −710−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 57,011 | $6.44M | 0.18% | −5,893−9.4% | Reduced |
| M&R Capital Management Inc | 56,796 | $6.42M | 1.76% | −149−0.3% | Reduced |
| Brinker Capital Investments, LLC | 56,183 | $6.35M | 0.08% | −7,710−12.1% | Reduced |
| Orion Portfolio Solutions, LLC | 56,183 | $6.35M | 0.08% | −7,710−12.1% | Reduced |
| Atria Investments LLC | 55,014 | $6.21M | 0.11% | +2,029+3.8% | Added |
| Smithbridge Asset Management Inc | 54,923 | $6.20M | 1.54% | −479−0.9% | Reduced |
| ProVise Management Group, LLC | 54,721 | $6.18M | 0.57% | +2,618+5.0% | Added |
| Los Angeles Capital Management LLC | 54,610 | $6.17M | 0.03% | +22,004+67.5% | Added |
| Sendero Wealth Management, LLC | 54,607 | $6.17M | 1.32% | +5,000+10.1% | Added |
| Liberty Capital Management, Inc. | 54,457 | $6.15M | 1.82% | +779+1.5% | Added |
| Brooktree Capital Management | 54,272 | $6.13M | 5.12% | −686−1.2% | Reduced |
| Builder Investment Group Inc | 54,136 | $6.12M | 2.40% | −400−0.7% | Reduced |
| Cox Capital Mgt LLC | 53,819 | $6.08M | 4.28% | +1,689+3.2% | Added |
| Contravisory Investment Management, Inc. | 53,202 | $6.01M | 1.70% | −1,632−3.0% | Reduced |
| Cyrus J. Lawrence, LLC | 53,136 | $6.00M | 1.65% | +665+1.3% | Added |
| BTC Capital Management, Inc. | 52,840 | $5.97M | 0.69% | −1,498−2.8% | Reduced |
| Prudential PLC | 52,184 | $5.89M | 0.07% | +19,568+60.0% | Added |
| Cetera Advisor Networks LLC | 51,670 | $5.84M | 0.04% | +3,399+7.0% | Added |
| Elo Mutual Pension Insurance Co | 51,666 | $5.84M | 0.18% | +594+1.2% | Added |
| McKinley Carter Wealth Services, Inc. | 51,634 | $5.83M | 0.46% | +80.0% | Added |
| La Banque Postale Asset Management SA | 51,621 | $5.83M | 0.13% | +12,572+32.2% | Added |
| Eagle Asset Management Inc | 51,356 | $5.80M | 0.03% | −392−0.8% | Reduced |
| Hills Bank & Trust Co | 51,238 | $5.79M | 0.67% | −2,354−4.4% | Reduced |
| Jacobs & Co | 51,004 | $5.76M | 0.72% | +2,664+5.5% | Added |
| Redmond Asset Management, LLC | 50,884 | $5.75M | 2.05% | −263−0.5% | Reduced |
| Verdence Capital Advisors LLC | 50,542 | $5.71M | 0.62% | +1,566+3.2% | Added |
| Notis-McConarty Edward | 50,215 | $5.67M | 2.31% | −335−0.7% | Reduced |
| Oarsman Capital, Inc. | 50,101 | $5.66M | 2.36% | +1,071+2.2% | Added |
| Spire Wealth Management | 50,057 | $5.65M | 0.22% | −20,941−29.5% | Reduced |
| HM Payson & Co | 50,023 | $5.65M | 0.13% | −1,333−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 49,801 | $5.63M | 0.67% | +49,801 | New |
| Kentucky Retirement Systems | 49,414 | $5.58M | 0.19% | −219−0.4% | Reduced |
| Delaney Dennis R | 49,286 | $5.57M | 3.59% | −60−0.1% | Reduced |
| Wilkins Investment Counsel Inc | 48,825 | $5.51M | 1.49% | −475−1.0% | Reduced |
| Snowden Capital Advisors LLC | 48,557 | $5.48M | 0.23% | −3,111−6.0% | Reduced |
| FORA Capital, LLC | 47,989 | $5.42M | 0.48% | +47,989 | New |
| First Republic Investment Management, Inc. | 47,842 | $5.40M | 0.02% | +47,842 | New |
| Palmer Knight Co | 47,756 | $5.39M | 3.62% | −11,276−19.1% | Reduced |
| HGK Asset Management Inc | 47,486 | $5.36M | 1.75% | +1,547+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 47,281 | $5.34M | 0.29% | +24,057+103.6% | Added |
| Ayrshire Capital Management LLC | 47,228 | $5.33M | 3.45% | −891−1.9% | Reduced |
| First National Bank of Omaha | 47,220 | $5.33M | 0.35% | −7,146−13.1% | Reduced |
| Maryland State Retirement & Pension System | 46,974 | $5.31M | 0.12% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 46,890 | $5.30M | 0.85% | −18,045−27.8% | Reduced |
| CMH Wealth Management LLC | 46,782 | $5.28M | 1.48% | −220−0.5% | Reduced |
| M. Kraus & Co | 46,135 | $5.21M | 1.85% | −80−0.2% | Reduced |
| Meridian Management Co | 46,115 | $5.21M | 1.70% | −530−1.1% | Reduced |
| First Western Trust Bank | 46,064 | $5.20M | 0.28% | −1,809−3.8% | Reduced |
| Karpas Strategies, LLC | 45,995 | $5.20M | 1.91% | −450−1.0% | Reduced |
| Marshall & Sullivan Inc | 45,769 | $5.17M | 3.01% | −846−1.8% | Reduced |
| John G Ullman & Associates Inc | 45,743 | $5.17M | 0.85% | −662−1.4% | Reduced |
| Kestra Advisory Services, LLC | 45,095 | $5.09M | 0.05% | +19,514+76.3% | Added |
| Diversified Trust Co | 45,086 | $5.09M | 0.19% | +18,554+69.9% | Added |
| Maytus Capital Management, LLC | 45,000 | $5.08M | 2.83% | +13,500+42.9% | Added |
| Resources Management Corp | 44,907 | $5.07M | 0.83% | +44,907 | New |
| Qsemble Capital Management, LP | 44,900 | $5.07M | 0.95% | +44,900 | New |
| Heritage Trust Co | 44,804 | $5.06M | 0.79% | −332−0.7% | Reduced |
| Aquatic Capital Management LLC | 44,700 | $5.05M | 0.21% | +44,700 | New |
| Baker Ellis Asset Management LLC | 44,177 | $4.99M | 0.90% | −1,485−3.3% | Reduced |
| Close Asset Management Ltd | 44,151 | $4.99M | 0.26% | +3,422+8.4% | Added |
| Crossmark Global Holdings, Inc. | 43,484 | $4.99M | 0.11% | +4,237+10.8% | Added |
| Kovitz Investment Group Partners, LLC | 44,080 | $4.98M | 0.09% | −1,896−4.1% | Reduced |
| Teza Capital Management LLC | 43,753 | $4.94M | 0.80% | +13,219+43.3% | Added |
| Securian Asset Management, Inc | 43,746 | $4.94M | 0.15% | −7,545−14.7% | Reduced |
| Trexquant Investment LP | 43,473 | $4.91M | 0.12% | +43,473 | New |
| RMB Capital Management, LLC | 43,374 | $4.90M | 0.17% | −120.0% | Reduced |
| Soros Capital Management LLC | 43,315 | $4.89M | 2.45% | −1,068−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 42,940 | $4.85M | 1.39% | −969−2.2% | Reduced |
| Jones Financial Companies LLLP | 42,474 | $4.80M | 0.01% | +4,427+11.6% | Added |
| Federation des caisses Desjardins du Quebec | 42,467 | $4.80M | 0.05% | −471−1.1% | Reduced |
| Carderock Capital Management Inc | 41,882 | $4.73M | 1.59% | +1,314+3.2% | Added |
| Hartford Investment Management Co | 41,780 | $4.72M | 0.19% | −1,753−4.0% | Reduced |
| Cullinan Associates Inc | 41,683 | $4.71M | 0.27% | −2,634−5.9% | Reduced |
| Timber Creek Capital Management LLC | 41,559 | $4.69M | 1.70% | −608−1.4% | Reduced |
| Guggenheim Capital LLC | 41,251 | $4.66M | 0.04% | +3,083+8.1% | Added |
| Tandem Investment Advisors, Inc. | 41,107 | $4.64M | 0.20% | +2,463+6.4% | Added |
| Tiff Advisory Services Inc | 40,986 | $4.63M | 3.94% | −13,103−24.2% | Reduced |
| Buffington Mohr McNeal | 40,886 | $4.62M | 1.05% | −1,192−2.8% | Reduced |