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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.

13F holders, Q4 2023

Institutional positions in Fiserv Inc as of Dec 31, 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
1,592
+118 vs. Q3 2023
Shares held
539.4M
−4.93M (−0.9%) vs. Q3 2023
Total value
$71.6B
+$10.0B (+16.3%) vs. Q3 2023
New holders
202
548 more added
Sold out
84
619 more reduced

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,592 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2023: $71.6B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2023.

Institutions holding FISV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$30.00%0Unchanged
Motco1$1330.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$1330.00%+1New
Highline Wealth Partners LLC2$2660.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$7970.00%00.0%Unchanged
Valley National Advisers Inc14$1.00K0.00%+14New
Tfo-TDC, LLC10$1.33K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$1.33K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$1.33K0.00%00.0%Unchanged
Bangor Savings Bank10$1.33K0.00%00.0%Unchanged
Global Financial Private Client, LLC10$1.33K0.00%00.0%Unchanged
POM Investment Strategies, LLC13$1.73K0.00%+13New
Provence Wealth Management Group14$1.86K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC15$1.99K0.00%+15New
Frank, Rimerman Advisors LLC16$2.13K0.00%+16New
Abich Financial Wealth Management LLC20$2.66K0.00%+20New
New Millennium Group LLC21$2.79K0.00%−116−84.7%Reduced
TFC Financial Management22$2.92K0.00%−4−15.4%Reduced
FSA Wealth Management LLC23$3.00K0.00%+23New
Planning Capital Management Corp24$3.19K0.00%+24New
Wolff Wiese Magana LLC25$3.32K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC28$3.72K0.00%00.0%Unchanged
Valued Wealth Advisors LLC34$3.84K0.00%+34New
Macroview Investment Management LLC30$3.99K0.00%−34−53.1%Reduced
Retirement Group, LLC32$4.25K0.00%+12+60.0%Added
DiNuzzo Private Wealth, Inc.32$4.25K0.00%+32New
Missouri Trust & Investment Co34$4.52K0.00%00.0%Unchanged
Lee Financial Co34$4.52K0.00%+18+112.5%Added
Scarborough Advisors, LLC35$4.65K0.00%+35New
SJS Investment Consulting Inc.35$4.65K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$5.31K0.00%00.0%Unchanged
Bogart Wealth, LLC42$5.58K0.00%00.0%Unchanged
Dunhill Financial, LLC43$5.71K0.01%+43New
Avion Wealth43$6.00K0.00%−24−35.8%Reduced
Householder Group Estate & Retirement Specialist, LLC51$6.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC48$6.38K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$6.64K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$6.64K0.00%00.0%Unchanged
Activest Wealth Management51$6.78K0.00%00.0%Unchanged
Sunbelt Securities, Inc.52$6.91K0.00%00.0%Unchanged
TSFG, LLC54$7.00K0.00%00.0%Unchanged
Clear Investment Research, LLC55$7.31K0.01%+55New
CNB Bank56$7.44K0.00%00.0%Unchanged
Laffer Tengler Investments59$7.84K0.00%+59New
Asset Dedication, LLC87$8.00K0.00%−1−1.1%Reduced
Long Island Wealth Management, Inc.63$8.00K0.01%+63New
JJJ Advisors Inc.61$8.10K0.00%+44+258.8%Added
REAP Financial Group, LLC63$8.33K0.00%+63New
Raffa Wealth Management, LLC63$8.37K0.00%00.0%Unchanged
Centennial Bank64$8.50K0.01%00.0%Unchanged
Red Tortoise LLC67$8.90K0.01%00.0%Unchanged
Richardson Financial Services Inc.69$9.17K0.01%+69New
Arlington Partners LLC73$9.70K0.00%−13−15.1%Reduced
HighMark Wealth Management LLC73$9.70K0.01%+5+7.4%Added
Global Wealth Management Investment Advisory, Inc.75$9.96K0.00%+75New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna80$10.6K0.00%+80New
Sachetta, LLC82$10.9K0.01%+82New
Northwest Financial Advisors88$11.7K0.01%+88New
PFS Partners, LLC90$12.0K0.01%00.0%Unchanged
Delta Asset Management LLC90$12.0K0.00%00.0%Unchanged
Archer Investment Corp93$12.4K0.00%00.0%Unchanged
Aspect Partners, LLC93$12.4K0.01%+93New
Pathway Financial Advisers, LLC95$12.6K0.00%00.0%Unchanged
Pineridge Advisors LLC98$13.0K0.00%+98New
Godsey & Gibb Associates100$13.3K0.00%00.0%Unchanged
Silicon Valley Capital Partners100$13.3K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA103$14.0K0.01%+103New
Beacon Capital Management, LLC127$14.3K0.00%−44−25.7%Reduced
Moisand Fitzgerald Tamayo, LLC110$14.6K0.00%00.0%Unchanged
Main Street Group, LTD118$15.7K0.01%+118New
Abound Wealth Management119$15.8K0.01%+2+1.7%Added
West Branch Capital LLC120$15.9K0.01%00.0%Unchanged
Arlington Trust Co LLC125$16.6K0.00%+39+45.3%Added
Cedar Mountain Advisors, LLC134$17.8K0.00%00.0%Unchanged
Lummis Asset Management, LP134$17.8K0.01%+134New
Boyd Watterson Asset Management LLC149$19.8K0.01%00.0%Unchanged
Hoey Investments, Inc154$20.5K0.01%−64−29.4%Reduced
Resurgent Financial Advisors LLC162$21.5K0.01%+162New
MCF Advisors LLC165$21.9K0.00%+115+230.0%Added
Institutional & Family Asset Management, LLC170$22.6K0.00%+1+0.6%Added
Garner Asset Management Corp160$22.9K0.01%+160New
Itau Unibanco Holding S.A.181$24.0K0.00%−504−73.6%Reduced
Grove Bank & Trust184$24.4K0.00%+50+37.3%Added
Clear Point Advisors Inc.184$24.4K0.02%+184New
Wiser Advisor Group LLC190$25.2K0.04%+190New
Sittner & Nelson, LLC192$25.5K0.01%00.0%Unchanged
Halpern Financial, Inc.202$26.6K0.01%00.0%Unchanged
West Oak Capital, LLC200$27.0K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC204$27.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC205$27.0K0.00%+22+12.0%Added
Fortitude Family Office, LLC208$27.6K0.02%+208New
Private Wealth Management Group, LLC226$30.0K0.01%+226New
Hollencrest Capital Management232$30.8K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc236$31.4K0.01%00.0%Unchanged
Colonial Trust Advisors238$31.6K0.00%00.0%Unchanged
NewSquare Capital LLC240$31.9K0.00%−7−2.8%Reduced
Canton Hathaway, LLC240$32.0K0.01%00.0%Unchanged
Caitlin John, LLC243$32.3K0.03%+243New
Monetary Management Group Inc250$33.2K0.01%00.0%Unchanged
McIlrath & Eck, LLC272$36.1K0.01%00.0%Unchanged