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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 15,194 | $1.72M | 0.04% | +723+5.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,169 | $1.71M | 0.19% | −700−4.4% | Reduced |
| XTX Topco Ltd | 15,159 | $1.71M | 0.29% | +12,566+484.6% | Added |
| Integrated Wealth Concepts LLC | 15,154 | $1.71M | 0.03% | +723+5.0% | Added |
| Wisconsin Capital Management LLC | 15,105 | $1.71M | 1.13% | −4,250−22.0% | Reduced |
| True North Advisors, LLC | 15,058 | $1.70M | 0.52% | −7,500−33.2% | Reduced |
| First National Advisers, LLC | 14,945 | $1.69M | 0.75% | +5,328+55.4% | Added |
| Bokf, NA | 14,760 | $1.68M | 0.04% | −6,016−29.0% | Reduced |
| Harrell Investment Partners, LLC | 14,858 | $1.68M | 0.57% | +248+1.7% | Added |
| Chartwell Investment Partners, LLC | 14,572 | $1.65M | 0.06% | +14,572 | New |
| Verition Fund Management LLC | 14,469 | $1.63M | 0.02% | −24,448−62.8% | Reduced |
| Thoroughbred Financial Services, LLC | 14,292 | $1.61M | 0.16% | +5,265+58.3% | Added |
| Granite Bay Wealth Management, LLC | 13,104 | $1.61M | 0.02% | +13,104 | New |
| Beacon Pointe Advisors, LLC | 14,235 | $1.61M | 0.02% | +7,974+127.4% | Added |
| Buckingham Strategic Wealth, LLC | 14,196 | $1.60M | 0.02% | +95+0.7% | Added |
| Pinnacle Associates Ltd | 14,110 | $1.59M | 0.03% | +764+5.7% | Added |
| DRW Securities, LLC | 14,100 | $1.59M | 0.13% | +11,629+470.6% | Added |
| Midwest Professional Planners, LTD. | 14,020 | $1.58M | 0.71% | +1,281+10.1% | Added |
| Harbor Investment Advisory, LLC | 13,801 | $1.56M | 0.20% | −21−0.2% | Reduced |
| Tiaa Trust, National Association | 13,748 | $1.55M | 0.01% | +13,748 | New |
| Harvey Capital Management Inc | 13,610 | $1.54M | 0.54% | −1,150−7.8% | Reduced |
| Turtle Creek Asset Management Inc. | 13,500 | $1.52M | 0.04% | +1,400+11.6% | Added |
| MTM Investment Management, LLC | 13,453 | $1.52M | 0.77% | +40+0.3% | Added |
| Boston Partners | 13,450 | $1.52M | 0.00% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 13,444 | $1.52M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 13,426 | $1.52M | 0.06% | −887−6.2% | Reduced |
| Oak Thistle LLC | 13,428 | $1.52M | 0.45% | +13,428 | New |
| Centurion Wealth Management LLC | 13,377 | $1.51M | 0.74% | −802−5.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 13,333 | $1.51M | 0.05% | −456−3.3% | Reduced |
| Summit Financial Group Inc | 13,315 | $1.50M | 0.63% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 13,313 | $1.50M | 0.69% | −64−0.5% | Reduced |
| Great Lakes Advisors, LLC | 13,199 | $1.49M | 0.01% | +40+0.3% | Added |
| Greenleaf Trust | 13,178 | $1.49M | 0.02% | +33+0.3% | Added |
| Howland Capital Management LLC | 13,162 | $1.49M | 0.09% | −110−0.8% | Reduced |
| Davenport & Co LLC | 13,128 | $1.48M | 0.01% | +2,002+18.0% | Added |
| Main Street Financial Solutions, LLC | 13,039 | $1.47M | 0.21% | −642−4.7% | Reduced |
| Bamco Inc | 13,000 | $1.47M | 0.00% | −300−2.3% | Reduced |
| Chilton Investment Co LLC | 12,897 | $1.46M | 0.05% | −259−2.0% | Reduced |
| Stevens Capital Management LP | 12,771 | $1.44M | 0.42% | +12,771 | New |
| Wolf Group Capital Advisors | 12,699 | $1.43M | 0.68% | −699−5.2% | Reduced |
| Wealthspire Advisors, LLC | 12,478 | $1.41M | 0.02% | +2,217+21.6% | Added |
| Annex Advisory Services, LLC | 12,465 | $1.41M | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,430 | $1.40M | 0.10% | +5,382+76.4% | Added |
| WCG Wealth Advisors LLC | 12,231 | $1.40M | 0.10% | +996+8.9% | Added |
| Credential Qtrade Securities Inc. | 12,372 | $1.40M | 0.09% | −389−3.0% | Reduced |
| Kendall Capital Management | 12,363 | $1.40M | 0.62% | +820+7.1% | Added |
| Abundance Wealth Counselors | 12,362 | $1.40M | 0.40% | +12,362 | New |
| Private Capital Advisors, Inc. | 12,250 | $1.39M | 0.21% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,327 | $1.39M | 0.14% | −2,946−19.3% | Reduced |
| Wedbush Securities Inc | 12,253 | $1.38M | 0.07% | −1,342−9.9% | Reduced |
| CAPROCK Group, Inc. | 12,234 | $1.38M | 0.10% | −17−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 12,230 | $1.38M | 0.02% | −9−0.1% | Reduced |
| Balentine LLC | 12,137 | $1.37M | 0.05% | +315+2.7% | Added |
| EP Wealth Advisors, LLC | 12,111 | $1.37M | 0.02% | +12,111 | New |
| Signaturefd, LLC | 12,098 | $1.37M | 0.04% | +641+5.6% | Added |
| Sawyer & Company, Inc | 12,089 | $1.37M | 0.64% | +47+0.4% | Added |
| Barbara Oil Co. | 12,000 | $1.36M | 0.64% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 12,000 | $1.36M | 0.50% | +12,000 | New |
| Woodline Partners LP | 11,990 | $1.35M | 0.02% | +11,990 | New |
| Wade G W & Inc | 11,927 | $1.35M | 0.05% | −709−5.6% | Reduced |
| Gotham Asset Management, LLC | 11,916 | $1.35M | 0.03% | −956−7.4% | Reduced |
| Duncker Streett & Co Inc | 11,834 | $1.34M | 0.31% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,665 | $1.32M | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,612 | $1.31M | 0.08% | +5,031+76.4% | Added |
| Delphi Management Inc | 11,594 | $1.31M | 1.34% | +479+4.3% | Added |
| Veriti Management LLC | 11,517 | $1.30M | 0.15% | −499−4.2% | Reduced |
| WealthShield Partners, LLC | 11,476 | $1.30M | 0.20% | +685+6.3% | Added |
| Ifrah Financial Services, Inc. | 11,438 | $1.29M | 0.40% | −105−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,370 | $1.28M | 0.17% | +7,100+166.3% | Added |
| PEAK6 Investments LLC | 11,363 | $1.28M | 0.06% | +11,363 | New |
| Fairbanks Capital Management, Inc. | 11,329 | $1.28M | 1.08% | −795−6.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,223 | $1.27M | 0.42% | −352−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 11,173 | $1.26M | 0.02% | +2,950+35.9% | Added |
| Cetera Advisors LLC | 11,126 | $1.26M | 0.02% | +325+3.0% | Added |
| Darwin Advisors, LLC | 11,123 | $1.26M | 0.34% | +318+2.9% | Added |
| Bray Capital Advisors | 11,098 | $1.25M | 0.38% | −400−3.5% | Reduced |
| Veracity Capital LLC | 11,087 | $1.25M | 0.58% | +1,661+17.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.24M | 0.08% | 00.0% | Unchanged |
| HighVista Strategies LLC | 10,953 | $1.24M | 0.57% | +3,400+45.0% | Added |
| Palouse Capital Management, Inc. | 10,892 | $1.23M | 0.91% | +64+0.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,870 | $1.23M | 0.65% | +1,131+11.6% | Added |
| Citizens Financial Group Inc | 10,757 | $1.22M | 0.05% | −22,060−67.2% | Reduced |
| Column Capital Advisors, LLC | 10,757 | $1.22M | 0.18% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 10,730 | $1.21M | 0.22% | +454+4.4% | Added |
| C2C Wealth Management, LLC | 10,720 | $1.21M | 0.17% | +20+0.2% | Added |
| Dorchester Wealth Management Co | 10,577 | $1.19M | 0.24% | +10,577 | New |
| Smithfield Trust Co | 10,593 | $1.19M | 0.07% | −54−0.5% | Reduced |
| Ascent Group, LLC | 9,941 | $1.19M | 0.13% | +4,172+72.3% | Added |
| Next Century Growth Investors LLC | 10,477 | $1.18M | 0.13% | 00.0% | Unchanged |
| Montecito Bank & Trust | 10,330 | $1.17M | 0.27% | −35−0.3% | Reduced |
| Coldstream Capital Management Inc | 10,329 | $1.17M | 0.04% | +1,558+17.8% | Added |
| Summit Trail Advisors, LLC | 10,323 | $1.17M | 0.04% | +262+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,305 | $1.16M | 0.02% | −635−5.8% | Reduced |
| Bartlett & Co. LLC | 10,305 | $1.16M | 0.02% | −635−5.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.16M | 0.50% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,260 | $1.16M | 0.11% | −154−1.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,241 | $1.16M | 0.34% | −164−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 10,213 | $1.15M | 0.01% | −51−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 10,189 | $1.15M | 0.03% | +1,859+22.3% | Added |
| Prelude Capital Management, LLC | 10,179 | $1.15M | 0.10% | +10,179 | New |