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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 10,099 | $1.14M | 0.13% | +94+0.9% | Added |
| Yarbrough Capital, LLC | 10,056 | $1.14M | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,043 | $1.13M | 0.01% | +1,497+17.5% | Added |
| Brown Brothers Harriman & Co | 10,004 | $1.13M | 0.01% | −13−0.1% | Reduced |
| Clearstead Advisors, LLC | 9,975 | $1.13M | 0.07% | +68+0.7% | Added |
| Pflug Koory, LLC | 9,965 | $1.13M | 0.65% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 9,913 | $1.12M | 0.18% | −42−0.4% | Reduced |
| Arcataur Capital Management LLC | 9,901 | $1.12M | 0.47% | +729+7.9% | Added |
| Palumbo Wealth Management LLC | 9,898 | $1.12M | 0.62% | +6,523+193.3% | Added |
| Colony Group LLC | 9,885 | $1.12M | 0.02% | +9,885 | New |
| RDA Financial Network | 9,826 | $1.11M | 0.48% | +1,106+12.7% | Added |
| Lionsbridge Wealth Management LLC | 9,738 | $1.10M | 1.04% | +18+0.2% | Added |
| Manchester Capital Management LLC | 9,656 | $1.09M | 0.16% | 00.0% | Unchanged |
| Wahed Invest LLC | 9,554 | $1.08M | 0.35% | +662+7.4% | Added |
| Callahan Advisors, LLC | 9,515 | $1.07M | 0.14% | −1,800−15.9% | Reduced |
| Sabal Trust CO | 9,509 | $1.07M | 0.07% | +235+2.5% | Added |
| ICW Investment Advisors LLC | 9,502 | $1.07M | 0.58% | +589+6.6% | Added |
| First Interstate Bank | 9,451 | $1.07M | 0.09% | −389−4.0% | Reduced |
| Inceptionr LLC | 9,447 | $1.07M | 0.61% | +1,268+15.5% | Added |
| Lester Murray Antman dba SimplyRich | 9,450 | $1.07M | 0.52% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 9,430 | $1.07M | 0.02% | +9,430 | New |
| Pitcairn Co | 9,417 | $1.06M | 0.09% | −29−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 9,389 | $1.06M | 0.38% | +428+4.8% | Added |
| Ostrum Asset Management | 9,376 | $1.06M | 0.10% | +248+2.7% | Added |
| MAI Capital Management | 9,360 | $1.06M | 0.02% | +1,165+14.2% | Added |
| Channel Wealth LLC | 9,234 | $1.04M | 0.58% | −366−3.8% | Reduced |
| Lido Advisors, LLC | 9,141 | $1.03M | 0.01% | −27,420−75.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,123 | $1.03M | 0.04% | +601+7.1% | Added |
| Addison Advisors LLC | 9,076 | $1.03M | 0.48% | −125−1.4% | Reduced |
| Synergy Financial Management, LLC | 9,062 | $1.02M | 0.20% | +9,062 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,058 | $1.02M | 0.04% | −35−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 9,050 | $1.02M | 0.13% | −1,456−13.9% | Reduced |
| Aurora Investment Counsel | 9,043 | $1.02M | 0.68% | −30.0% | Reduced |
| Lederer & Associates Investment Counsel | 9,041 | $1.02M | 0.81% | −311−3.3% | Reduced |
| Washington Trust Co | 9,023 | $1.02M | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,004 | $1.02M | 0.02% | −110−1.2% | Reduced |
| Hennessy Advisors Inc | 9,000 | $1.02M | 0.07% | −4,500−33.3% | Reduced |
| Fox Run Management, L.L.C. | 8,993 | $1.02M | 0.30% | +3,664+68.8% | Added |
| Guardian Capital LP | 8,960 | $1.01M | 0.04% | −5,600−38.5% | Reduced |
| Global Retirement Partners, LLC | 8,866 | $1.00M | 0.05% | −282−3.1% | Reduced |
| Key Financial Inc | 8,812 | $995.4K | 0.34% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,819 | $995.0K | 0.75% | −23−0.3% | Reduced |
| Focus Financial Network, Inc. | 8,759 | $989.4K | 0.06% | −116−1.3% | Reduced |
| Freestone Capital Holdings, LLC | 8,750 | $988.4K | 0.05% | +16+0.2% | Added |
| Evoke Wealth, LLC | 8,745 | $987.8K | 0.03% | +22+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 8,717 | $984.7K | 0.16% | +681+8.5% | Added |
| Intelligence Driven Advisers, LLC | 8,665 | $978.9K | 0.17% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 8,622 | $973.9K | 0.04% | −18−0.2% | Reduced |
| Secure Asset Management, LLC | 8,619 | $973.6K | 0.29% | +496+6.1% | Added |
| Court Place Advisors, LLC | 8,578 | $969.0K | 0.34% | +4,210+96.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,566 | $968.0K | 0.17% | +8,566 | New |
| Grimes & Company, Inc. | 8,546 | $965.4K | 0.04% | +11+0.1% | Added |
| Scotia Capital Inc. | 8,538 | $964.5K | 0.01% | −223−2.5% | Reduced |
| Mitchell Capital Management Co | 8,522 | $962.6K | 0.23% | 00.0% | Unchanged |
| GTS Securities LLC | 8,484 | $958.4K | 0.02% | +705+9.1% | Added |
| Granite Investment Partners, LLC | 8,440 | $953.4K | 0.04% | 00.0% | Unchanged |
| Brown Capital Management LLC | 8,436 | $952.9K | 0.01% | −624−6.9% | Reduced |
| Occudo Quantitative Strategies LP | 8,433 | $952.6K | 0.12% | +8,433 | New |
| Gould Capital, LLC | 8,410 | $949.1K | 0.77% | +30+0.4% | Added |
| Horizon Investments, LLC | 8,369 | $945.4K | 0.03% | −377−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 8,363 | $944.7K | 0.02% | +441+5.6% | Added |
| Sompo Asset Management Co., Ltd. | 8,340 | $942.1K | 0.21% | +1,830+28.1% | Added |
| Alps Advisors Inc | 8,299 | $937.5K | 0.01% | −1,332−13.8% | Reduced |
| Regal Investment Advisors LLC | 8,264 | $933.5K | 0.08% | +214+2.7% | Added |
| City Holding Co | 8,182 | $924.2K | 0.16% | +389+5.0% | Added |
| Federated Hermes, Inc. | 8,173 | $923.2K | 0.00% | +3,288+67.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $919.4K | 0.49% | −400−4.7% | Reduced |
| iA Global Asset Management Inc. | 8,130 | $918.0K | 0.02% | +8,130 | New |
| One River Asset Management, LLC | 8,086 | $916.8K | 0.43% | +8,086 | New |
| Sciencast Management LP | 8,094 | $914.3K | 0.41% | +8,094 | New |
| Bleakley Financial Group, LLC | 8,085 | $913.3K | 0.03% | −1,388−14.7% | Reduced |
| Sawtooth Solutions, LLC | 8,085 | $913.3K | 0.03% | −1,108−12.1% | Reduced |
| Independent Advisor Alliance | 8,080 | $912.7K | 0.04% | +2,309+40.0% | Added |
| Anchor Capital Advisors LLC | 8,064 | $910.9K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,981 | $901.5K | 0.27% | −385−4.6% | Reduced |
| Archford Capital Strategies, LLC | 7,938 | $896.7K | 0.18% | −182−2.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,865 | $888.4K | 0.01% | −42−0.5% | Reduced |
| Equitable Holdings, Inc. | 7,858 | $887.6K | 0.01% | +776+11.0% | Added |
| Boston Private Wealth LLC | 7,855 | $887.3K | 0.02% | −280−3.4% | Reduced |
| Qtron Investments LLC | 7,824 | $883.8K | 0.17% | +1,784+29.5% | Added |
| Aigen Investment Management, LP | 7,818 | $883.1K | 0.17% | +7,818 | New |
| Harbour Investments, Inc. | 7,779 | $878.7K | 0.04% | −552−6.6% | Reduced |
| Nebula Research & Development LLC | 7,773 | $878.0K | 0.46% | +7,773 | New |
| Cape Investment Advisory, Inc. | 7,742 | $874.5K | 0.50% | −2,941−27.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,702 | $870.0K | 0.04% | +4,247+122.9% | Added |
| Peoples Bank | 7,695 | $869.2K | 0.57% | −190−2.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,648 | $863.9K | 0.46% | +7,648 | New |
| First Nebraska Trust Co | 7,635 | $862.5K | 0.11% | −600−7.3% | Reduced |
| CoreFirst Bank & Trust | 7,625 | $861.3K | 0.61% | +1,225+19.1% | Added |
| Stevard, LLC | 7,600 | $858.5K | 0.87% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,567 | $854.8K | 0.21% | −210−2.7% | Reduced |
| Spinnaker Trust | 7,566 | $854.7K | 0.06% | −80−1.0% | Reduced |
| Landaas & Co | 7,548 | $853.0K | 0.37% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7,526 | $850.1K | 0.73% | −510−6.3% | Reduced |
| NBC Securities, Inc. | 7,497 | $846.0K | 0.09% | +7,497 | New |
| Brookstone Capital Management | 7,494 | $839.1K | 0.02% | −34−0.5% | Reduced |
| Trust Asset Management LLC | 7,400 | $835.9K | 0.09% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7,369 | $832.4K | 0.04% | −5,985−44.8% | Reduced |
| HBK Sorce Advisory LLC | 7,346 | $829.8K | 0.04% | −381−4.9% | Reduced |
| Riverwater Partners LLC | 7,329 | $827.9K | 0.75% | −367−4.8% | Reduced |