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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 25,723 | $2.91M | 0.07% | +4,596+21.8% | Added |
| Acadian Asset Management LLC | 25,686 | $2.90M | 0.01% | +12,066+88.6% | Added |
| Metropolitan Life Insurance Co | 25,221 | $2.85M | 0.15% | −1,681−6.2% | Reduced |
| AMG National Trust Bank | 25,053 | $2.83M | 0.10% | +865+3.6% | Added |
| Blume Capital Management, Inc. | 25,014 | $2.83M | 0.84% | −10,341−29.2% | Reduced |
| Anderson Hoagland & Co | 24,924 | $2.82M | 0.38% | +15+0.1% | Added |
| Marietta Investment Partners LLC | 24,889 | $2.81M | 0.79% | +28+0.1% | Added |
| Argyle Capital Management Inc. | 24,856 | $2.81M | 1.03% | +1,000+4.2% | Added |
| Indiana Trust & Investment Management CO | 24,777 | $2.80M | 1.41% | −915−3.6% | Reduced |
| Robinson Value Management, Ltd. | 24,720 | $2.79M | 2.08% | −507−2.0% | Reduced |
| Jag Capital Management, LLC | 24,586 | $2.78M | 0.34% | +953+4.0% | Added |
| Stephens Inc | 24,275 | $2.74M | 0.05% | −5,514−18.5% | Reduced |
| Advisory Services Network, LLC | 24,192 | $2.73M | 0.07% | +597+2.5% | Added |
| Choate Investment Advisors | 24,005 | $2.71M | 0.11% | +2,865+13.6% | Added |
| BKD Wealth Advisors, LLC | 23,978 | $2.71M | 0.08% | −15,644−39.5% | Reduced |
| Cary Street Partners Asset Management LLC | 23,807 | $2.69M | 0.50% | −575−2.4% | Reduced |
| Quantinno Capital Management LP | 23,716 | $2.68M | 0.12% | +3,820+19.2% | Added |
| Ieq Capital, LLC | 23,483 | $2.65M | 0.05% | +799+3.5% | Added |
| Van Eck Associates Corp | 23,460 | $2.65M | 0.01% | +1,010+4.5% | Added |
| Moors & Cabot, Inc. | 23,360 | $2.64M | 0.18% | −368−1.6% | Reduced |
| Meridian Wealth Advisors, LLC | 23,294 | $2.63M | 0.66% | +676+3.0% | Added |
| Nemes Rush Group LLC | 23,220 | $2.62M | 0.48% | +1,456+6.7% | Added |
| Eads & Heald Wealth Management | 23,046 | $2.60M | 1.37% | −506−2.1% | Reduced |
| JB Capital LLC | 22,977 | $2.60M | 0.22% | +22,977 | New |
| Baldwin Investment Management, LLC | 22,825 | $2.58M | 0.43% | −3,835−14.4% | Reduced |
| Carmel Capital Management L.L.C. | 22,740 | $2.57M | 1.45% | −575−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 22,715 | $2.57M | 0.02% | −36−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 22,547 | $2.55M | 0.07% | +22,012+4,114.4% | Added |
| Trinity Financial Advisors LLC | 22,498 | $2.54M | 1.35% | −76−0.3% | Reduced |
| Barry Investment Advisors, LLC | 22,263 | $2.51M | 0.91% | −2,064−8.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,062 | $2.49M | 0.19% | −98−0.4% | Reduced |
| Connectus Wealth, LLC | 21,757 | $2.46M | 0.05% | +16,610+322.7% | Added |
| Trust Co of Oklahoma | 21,609 | $2.44M | 0.97% | −741−3.3% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $2.44M | 0.05% | −1,666−7.2% | Reduced |
| Norinchukin Bank, The | 21,363 | $2.41M | 0.06% | −10,903−33.8% | Reduced |
| Advisors Asset Management, Inc. | 21,085 | $2.38M | 0.05% | +7,573+56.0% | Added |
| Empirical Finance, LLC | 20,884 | $2.36M | 0.17% | +2,069+11.0% | Added |
| CWM, LLC | 20,865 | $2.36M | 0.01% | +1,298+6.6% | Added |
| Private Advisor Group, LLC | 20,652 | $2.33M | 0.02% | −10,027−32.7% | Reduced |
| Wellington Management Group LLP | 20,521 | $2.32M | 0.00% | −584−2.8% | Reduced |
| First Horizon Advisors, Inc. | 20,500 | $2.32M | 0.08% | −1,731−7.8% | Reduced |
| USA Financial Portformulas Corp | 20,451 | $2.31M | 3.45% | −6,305−23.6% | Reduced |
| Campbell Newman Asset Management Inc | 20,399 | $2.30M | 0.22% | −38−0.2% | Reduced |
| Birch Capital Management, LLC | 20,231 | $2.29M | 1.45% | +295+1.5% | Added |
| Albert D Mason Inc | 20,179 | $2.28M | 1.65% | −378−1.8% | Reduced |
| Duality Advisers, LP | 20,058 | $2.27M | 0.27% | +20,058 | New |
| Central Trust Co | 20,009 | $2.26M | 0.07% | +1,392+7.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,952 | $2.25M | 0.03% | −4,403−18.1% | Reduced |
| Capital Analysts, LLC | 19,937 | $2.25M | 0.13% | +347+1.8% | Added |
| Everence Capital Management Inc | 19,746 | $2.23M | 0.17% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 19,529 | $2.21M | 1.24% | +10,099+107.1% | Added |
| Axxcess Wealth Management, LLC | 19,386 | $2.19M | 0.07% | +6,814+54.2% | Added |
| Altrafin AG | 19,360 | $2.19M | 0.95% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 19,289 | $2.18M | 0.56% | −32−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,242 | $2.17M | 0.06% | −230−1.2% | Reduced |
| KLCM Advisors, Inc. | 19,242 | $2.17M | 0.41% | +206+1.1% | Added |
| Horizon Investment Services, LLC | 19,152 | $2.16M | 1.30% | +1,970+11.5% | Added |
| Twin Capital Management Inc | 18,931 | $2.14M | 0.31% | −1,427−7.0% | Reduced |
| LaFleur & Godfrey LLC | 18,805 | $2.12M | 0.34% | +255+1.4% | Added |
| Benchmark Investment Advisors LLC | 18,727 | $2.12M | 2.14% | −440−2.3% | Reduced |
| Centiva Capital, LP | 18,664 | $2.11M | 0.10% | +11,773+170.8% | Added |
| Berger Financial Group, Inc | 18,561 | $2.10M | 0.24% | −295−1.6% | Reduced |
| Vinva Investment Management Ltd | 18,256 | $2.07M | 0.20% | +632+3.6% | Added |
| Hall Laurie J Trustee | 18,215 | $2.06M | 0.88% | −1,700−8.5% | Reduced |
| Mission Wealth Management, LP | 18,197 | $2.06M | 0.08% | +1,589+9.6% | Added |
| VisionPoint Advisory Group, LLC | 18,081 | $2.04M | 0.88% | +2,591+16.7% | Added |
| Investment Research & Advisory Group, Inc. | 18,054 | $2.04M | 1.17% | +451+2.6% | Added |
| National Asset Management, Inc. | 17,855 | $2.02M | 0.05% | +6,001+50.6% | Added |
| Park Avenue Securities LLC | 17,755 | $2.01M | 0.03% | +919+5.5% | Added |
| ISAM Funds (UK) Ltd | 17,693 | $2.00M | 1.26% | +17,693 | New |
| We Are One Seven, LLC | 17,517 | $1.98M | 0.15% | −314−1.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 17,497 | $1.98M | 1.25% | −766−4.2% | Reduced |
| Moody National Bank Trust Division | 17,431 | $1.97M | 0.13% | +3,507+25.2% | Added |
| Vontobel Holding Ltd. | 17,355 | $1.96M | 0.02% | −4,997−22.4% | Reduced |
| Jump Financial, LLC | 17,266 | $1.95M | 0.07% | +17,266 | New |
| Davidson Capital Management Inc. | 17,202 | $1.94M | 0.97% | +4,352+33.9% | Added |
| WESCAP Management Group, Inc. | 17,196 | $1.94M | 0.69% | −646−3.6% | Reduced |
| Consolidated Planning Corp | 17,178 | $1.94M | 0.43% | +17,178 | New |
| Legato Capital Management LLC | 17,013 | $1.92M | 0.28% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 16,837 | $1.90M | 0.09% | −559−3.2% | Reduced |
| SYSTM Wealth Solutions LLC | 16,832 | $1.90M | 0.29% | −585−3.4% | Reduced |
| GWM Advisors LLC | 16,712 | $1.89M | 0.02% | −19,766−54.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,677 | $1.88M | 0.12% | +4,184+33.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,532 | $1.87M | 0.09% | +6,750+69.0% | Added |
| Banque Cantonale Vaudoise | 16,513 | $1.87M | 0.09% | +4,100+33.0% | Added |
| Fiera Capital Corp | 16,429 | $1.86M | 0.01% | −22,339−57.6% | Reduced |
| Okabena Investment Services Inc | 16,394 | $1.85M | 1.44% | −815−4.7% | Reduced |
| Toroso Investments, LLC | 16,133 | $1.82M | 0.06% | +326+2.1% | Added |
| Eisler Capital (UK) Ltd. | 16,129 | $1.82M | 0.08% | +1,333+9.0% | Added |
| North Star Investment Management Corp. | 16,018 | $1.81M | 0.15% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,949 | $1.80M | 0.06% | +3,649+29.7% | Added |
| Redwood Investment Management, LLC | 15,902 | $1.80M | 0.16% | +2,797+21.3% | Added |
| Harbor Capital Advisors, Inc. | 15,867 | $1.79M | 0.39% | −738−4.4% | Reduced |
| Apollon Wealth Management, LLC | 15,676 | $1.77M | 0.09% | +6,343+68.0% | Added |
| Wetherby Asset Management Inc | 15,563 | $1.76M | 0.10% | +73+0.5% | Added |
| Desjardins Global Asset Management Inc. | 15,495 | $1.75M | 0.19% | +2,595+20.1% | Added |
| Umb Bank N A | 15,425 | $1.74M | 0.03% | +147+1.0% | Added |
| Raymond James Trust N.A. | 15,266 | $1.72M | 0.05% | +666+4.6% | Added |
| Burney Co | 15,262 | $1.72M | 0.08% | −444−2.8% | Reduced |
| Palisade Asset Management, LLC | 15,202 | $1.72M | 0.21% | 00.0% | Unchanged |