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Livermore
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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.

Q4 2023 vs. Q3 2023

How the institutions holding Fiserv Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of FISV: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,491171,592+118
Shares544.7M300.0K539.4M−4.93M (−0.9%)
Value$61.6B$33.9M$71.6B+$10.0B (+16.3%)

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (202)

Institutions that held Fiserv Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 202 by value.

Institutions new to FISV in Q4 2023
InstitutionSharesValue% of portfolio
Junto Capital Management LP651,851$86.6M1.99%
Zurich Insurance Group Ltd358,539$47.6M0.49%
CapitalatWork S.A.302,909$40.2M1.46%
Kodai Capital Management LP248,901$33.1M0.67%
Generate Investment Management Ltd182,330$24.2M2.09%
Oribel Capital Management, LP167,100$22.2M2.44%
Gillson Capital LP165,356$22.0M2.31%
Sora Investors LLC165,000$21.9M3.70%
Artemis Investment Management LLP163,379$21.7M0.32%
HRT Financial LP162,914$21.6M0.16%
Walleye Capital LLC131,886$17.5M0.25%
Engle Capital Management, L.P.108,000$14.3M5.03%
WS Portfolio Advisory, LLC106,600$14.2M2.62%
Formuepleje A/S97,286$12.9M0.92%
Degroof Petercam Asset Management96,800$12.9M0.17%
Nippon Life Global Investors Americas, Inc.93,330$12.4M0.69%
Pathstone Holdings, LLC66,181$8.80M0.05%
Two Point Capital Management, Inc.48,630$6.46M2.95%
Aware Super Pty Ltd as trustee of Aware Super83,467$5.61M0.08%
Point72 Hong Kong Ltd35,317$4.69M0.29%
Bey-Douglas LLC32,567$4.33M4.44%
Taylor Financial Group, Inc.28,535$3.79M3.12%
Varma Mutual Pension Insurance Co26,900$3.57M0.04%
Elevatus Welath Management24,251$3.22M1.46%
Agate Pass Investment Management, LLC24,106$3.20M1.86%
VeriStar Capital Management LP22,700$3.02M1.99%
AMJ Financial Wealth Management22,663$3.01M1.27%
Holocene Advisors, LP22,080$2.93M0.01%
Invera Wealth Advisors, LLC22,029$2.93M1.83%
Magellan Asset Management Ltd19,516$2.59M0.03%
Atlantic Edge Private Wealth Management, LLC19,400$2.58M1.05%
Marex Group plc18,889$2.51M0.10%
Principal Securities, Inc.18,085$2.40M0.09%
Arvest Investments, Inc.16,235$2.16M0.35%
FJ Investments, LLC15,900$2.11M0.10%
Forge First Asset Management Inc.15,400$2.05M1.03%
Concurrent Investment Advisors, LLC14,306$1.90M0.09%
Embree Financial Group13,870$1.84M0.39%
Quest Partners LLC13,312$1.77M0.38%
Cullen Investment Group, Ltd.13,263$1.76M0.31%
Mirabella Financial Services LLP12,938$1.72M0.25%
GLOBALT Investments LLC11,382$1.51M0.06%
Central Valley Advisors, LLC10,245$1.36M0.80%
Financial Advocates Investment Management9,960$1.32M0.09%
Brevan Howard Capital Management LP9,809$1.30M0.13%
Signature Wealth Management Group9,688$1.29M0.59%
Fiduciary Family Office, LLC9,541$1.27M0.55%
HighPoint Advisor Group LLC8,060$1.26M0.09%
Colony Group, LLC9,452$1.26M0.02%
Knollwood Investment Advisory, LLC9,050$1.20M0.25%
GAMMA Investing LLC8,457$1.20M0.32%
Groupama Asset Managment8,734$1.16M0.03%
Sanibel Captiva Trust Company, Inc.8,611$1.14M0.04%
Focus Financial Network Inc7,875$1.05M0.04%
Lake Street Advisors Group, LLC6,419$852.7K0.04%
Unique Wealth Strategies, LLC6,264$832.1K0.55%
Klein Pavlis & Peasley Financial, Inc.5,706$758.0K0.71%
Stonebrook Private Inc.5,657$751.5K0.25%
Quadrature Capital Ltd4,853$644.8K0.01%
US Asset Management LLC4,413$586.0K0.58%
Meiji Yasuda Life Insurance Co4,336$576.0K0.01%
Skopos Labs, Inc.4,322$574.1K0.27%
Shelton Wealth Management, LLC4,265$566.6K0.40%
Maia Wealth LLC4,079$541.9K0.22%
SRB Corp3,987$529.6K0.03%
Accent Capital Management, LLC3,839$510.0K0.40%
Atomi Financial Group, Inc.3,804$505.4K0.07%
Point72 Asia (Singapore) Pte. Ltd.3,759$499.3K0.12%
Quotient Wealth Partners, LLC3,693$490.5K0.02%
Quadcap Wealth Management, LLC3,689$490.0K0.13%
Chicago Capital, LLC3,496$464.4K0.02%
Pensionmark Financial Group, LLC3,473$461.4K0.06%
Smartleaf Asset Management LLC3,313$434.7K0.12%
Capula Management Ltd3,111$413.3K0.03%
Keebeck Alpha, LP3,088$410.2K0.32%
King Luther Capital Management Corp3,055$405.8K0.00%
Neumann Capital Management, LLC2,790$370.6K0.15%
Gilliland Jeter Wealth Management LLC2,776$368.8K0.15%
Sheets Smith Wealth Management2,775$368.6K0.05%
Berry Wealth Group, LP2,652$352.3K0.32%
Trust Point Inc.2,626$348.8K0.03%
Adviser Investments LLC2,599$345.3K0.00%
Wiley Bros.-Aintree Capital, LLC2,574$341.7K0.08%
Entropy Technologies, LP2,571$341.5K0.06%
Sivia Capital Partners, LLC2,567$341.0K0.26%
Wolverine Trading, LLC2,566$340.9K0.00%
Dearborn Partners LLC2,545$338.1K0.01%
Power Wealth Management LLC2,487$330.4K0.24%
Relative Value Partners Group, LLC2,476$328.9K0.02%
Tilt Investment Management Holdings, PBC2,448$325.2K0.35%
Zimmermann Investment Management & Planning LLC2,364$314.0K0.13%
Waterloo Capital, L.P.2,329$309.4K0.05%
Premier Path Wealth Partners, LLC2,289$304.0K0.07%
Lincoln National Corp2,264$300.8K0.01%
Dogwood Wealth Management LLC2,234$296.8K0.23%
Fisher Asset Management, LLC2,231$296.4K0.00%
SageView Advisory Group, LLC2,030$292.4K0.01%
Dakota Wealth Management2,185$290.3K0.01%
Trueblood Wealth Management, LLC2,089$277.5K0.17%
Fielder Capital Group LLC2,043$271.4K0.16%

Sold out (84)

Institutions that held Fiserv Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of FISV in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC2,977,187$336.3M
Tudor Investment Corp Et Al104,109$11.8M
Seven Eight Capital, LP81,147$9.17M
Mizuho Markets Americas LLC69,100$7.81M
Longbow Finance SA67,371$7.61M
Campbell & CO Investment Adviser LLC49,801$5.63M
FORA Capital, LLC47,989$5.42M
Tiff Advisory Services Inc40,986$4.63M
Ellsworth Advisors, LLC39,660$4.44M
Chase Investment Counsel Corp37,384$4.22M
Coronation Fund Managers Ltd.30,935$3.49M
Crescent Grove Advisors, LLC27,004$3.05M
Duality Advisers, LP20,058$2.27M
Centiva Capital, LP18,664$2.11M
Eisler Capital (UK) Ltd.16,129$1.82M
XTX Topco Ltd15,159$1.71M
DRW Securities, LLC14,100$1.59M
Malaga Cove Capital, LLC13,313$1.50M
Stevens Capital Management LP12,771$1.44M
Eisler Capital (US) LLC12,000$1.36M
Woodline Partners LP11,990$1.35M
PEAK6 Investments LLC11,363$1.28M
C2C Wealth Management, LLC10,720$1.21M
Next Century Growth Investors LLC10,477$1.18M
Channel Wealth LLC9,234$1.04M
Hennessy Advisors Inc9,000$1.02M
Fox Run Management, L.L.C.8,993$1.02M
Evoke Wealth, LLC8,745$987.8K
Fund Management at Engine No. 1 LLC8,717$984.7K
Lombard Odier Asset Management (USA) Corp8,566$968.0K
Occudo Quantitative Strategies LP8,433$952.6K
One River Asset Management, LLC8,086$916.8K
Gladstone Institutional Advisory LLC6,958$786.0K
Quantbot Technologies LP6,915$781.1K
Wesbanco Bank Inc6,790$767.0K
Bridgefront Capital, LLC6,781$766.0K
Axq Capital, LP6,400$722.9K
Greystone Financial Group, LLC5,800$655.2K
Bridge Advisory, LLC5,206$588.1K
Maverick Capital LtdSuperinvestorMaverick Capital5,087$574.6K
Rollins Financial4,577$517.0K
Cognios Beta Neutral Large Cap Fund, LP4,217$476.4K
Diametric Capital, LP4,204$474.9K
SkyView Investment Advisors, LLC4,087$462.0K
Coastal Investment Advisors, Inc.3,366$424.6K
Drake & Associates, LLC3,497$395.1K
First Citizens Bank & Trust Co3,384$382.3K
Graham Capital Management, L.P.3,382$382.0K
Centennial Wealth Advisory LLC3,211$362.7K
Blueshift Asset Management, LLC3,208$362.4K
Paloma Partners Management Co3,037$343.1K
Advisory Research Inc2,918$329.6K
Perpetual Ltd2,915$329.3K
Aureus Asset Management, LLC2,655$299.9K
Independent Financial Group, LLC2,574$290.8K
WMS Partners, LLC2,572$290.5K
YHB Investment Advisors, Inc.2,479$280.0K
Gsa Capital Partners LLP2,241$253.0K
Sepio Capital, LP2,239$252.9K
Virtue Capital Management, LLC1,791$223.7K
Girard Partners Ltd.1,924$217.3K
Cable Hill Partners, LLC1,874$211.7K
Legacy Financial Group LLC1,805$203.9K
International Assets Investment Management, LLC11,602$190.7K
South Dakota Investment Council1,107$125.0K
Riverview Trust Co980$110.7K
Milestone Investment Advisors LLC872$98.5K
West Tower Group, LLC848$95.8K
WR Wealth Planners, LLC703$79.4K
Buck Wealth Strategies, LLC558$63.0K
BluePath Capital Management, LLC467$52.8K
Intelligent Financial Strategies400$45.2K
Earnest Partners LLC246$27.8K
Ofi Invest Asset Management226$24.1K
Artemis Wealth Advisors, LLC208$23.5K
Authentikos Wealth Advisory, LLC200$22.6K
Rogco, LP58$6.55K
Northwest Investment Counselors, LLC57$6.44K
Cullen/Frost Bankers, Inc.51$5.76K
Carmel Capital Partners, LLC50$5.65K
Blue Bell Private Wealth Management, LLC10$1.13K
Newbridge Financial Services Group, Inc.10$1.13K
Financial Synergies Wealth Advisors, Inc.10$1.13K
Impact Partnership Wealth, LLC4$452

Not filed for Q4 2023 yet (17)

Institutions that held Fiserv Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FISV in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Cyrus J. Lawrence, LLC53,136$6.00M
BTC Capital Management, Inc.52,840$5.97M
First Republic Investment Management, Inc.47,842$5.40M
Advisor Partners II, LLC32,997$3.73M
Madison Wealth Management30,080$3.40M
Pathstone Family Office, LLC28,820$3.26M
Column Capital Advisors, LLC10,757$1.22M
Colony Group LLC9,885$1.12M
Focus Financial Network, Inc.8,759$989.4K
Comerica Securities,inc.5,440$614.5K
KCS Wealth Advisory4,389$495.8K
Bryn Mawr Trust Co4,000$451.8K
KB Financial Partners, LLC3,882$439.0K
Steward Financial Group LLC2,585$292.0K
Ropes Wealth Advisors LLC2,244$253.5K
Sutton Wealth Advisors Inc.1,583$178.8K
WFA of San Diego, LLC720$81.3K