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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 17,620 | $2.34M | 0.07% | +9,535+117.9% | Added |
| Consolidated Planning Corp | 17,722 | $2.35M | 0.44% | +544+3.2% | Added |
| Investment Research & Advisory Group, Inc. | 17,733 | $2.36M | 1.21% | −321−1.8% | Reduced |
| Park Avenue Securities LLC | 17,755 | $2.36M | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,806 | $2.37M | 0.03% | +5,576+45.6% | Added |
| Hall Laurie J Trustee | 18,015 | $2.39M | 0.92% | −200−1.1% | Reduced |
| Principal Securities, Inc. | 18,085 | $2.40M | 0.09% | +18,085 | New |
| First Horizon Advisors, Inc. | 18,170 | $2.41M | 0.08% | −2,330−11.4% | Reduced |
| Davidson Capital Management Inc. | 18,265 | $2.43M | 0.88% | +1,063+6.2% | Added |
| Raymond James Trust N.A. | 18,460 | $2.45M | 0.06% | +3,194+20.9% | Added |
| Berger Financial Group, Inc | 18,550 | $2.46M | 0.26% | −11−0.1% | Reduced |
| Twin Capital Management Inc | 18,763 | $2.49M | 0.33% | −168−0.9% | Reduced |
| Benchmark Investment Advisors LLC | 18,883 | $2.51M | 2.32% | +156+0.8% | Added |
| Silphium Asset Management Ltd | 18,888 | $2.51M | 1.34% | −8,612−31.3% | Reduced |
| Marex Group plc | 18,889 | $2.51M | 0.10% | +18,889 | New |
| Argyle Capital Management Inc. | 18,942 | $2.52M | 1.04% | −5,914−23.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,997 | $2.52M | 0.07% | −245−1.3% | Reduced |
| Horizon Investment Services, LLC | 19,164 | $2.55M | 1.37% | +12+0.1% | Added |
| Private Advisor Group, LLC | 19,164 | $2.55M | 0.02% | −1,488−7.2% | Reduced |
| KLCM Advisors, Inc. | 19,236 | $2.56M | 0.39% | −60.0% | Reduced |
| Apollon Wealth Management, LLC | 19,356 | $2.57M | 0.09% | +3,680+23.5% | Added |
| Trinity Financial Advisors LLC | 19,376 | $2.57M | 1.26% | −3,122−13.9% | Reduced |
| Insight Wealth Strategies, LLC | 19,391 | $2.58M | 0.42% | +12,142+167.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 19,400 | $2.58M | 1.05% | +19,400 | New |
| Magellan Asset Management Ltd | 19,516 | $2.59M | 0.03% | +19,516 | New |
| We Are One Seven, LLC | 19,529 | $2.59M | 0.15% | +2,012+11.5% | Added |
| Everence Capital Management Inc | 19,746 | $2.62M | 0.19% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 19,764 | $2.63M | 0.07% | +9,575+94.0% | Added |
| Maytus Capital Management, LLC | 20,000 | $2.66M | 1.06% | −25,000−55.6% | Reduced |
| Altrafin AG | 20,000 | $2.66M | 1.02% | +640+3.3% | Added |
| Central Trust Co | 20,031 | $2.66M | 0.07% | +22+0.1% | Added |
| Barry Investment Advisors, LLC | 20,114 | $2.67M | 0.90% | −2,149−9.7% | Reduced |
| Albert D Mason Inc | 20,119 | $2.67M | 1.77% | −60−0.3% | Reduced |
| Ellenbecker Investment Group | 20,132 | $2.67M | 0.62% | +843+4.4% | Added |
| Capital Analysts, LLC | 20,187 | $2.68M | 0.14% | +250+1.3% | Added |
| Investment Management Corp of Ontario | 20,243 | $2.69M | 0.07% | +14,199+234.9% | Added |
| Campbell Newman Asset Management Inc | 20,253 | $2.69M | 0.23% | −146−0.7% | Reduced |
| Mission Wealth Management, LP | 20,284 | $2.69M | 0.09% | +2,087+11.5% | Added |
| Norinchukin Bank, The | 20,292 | $2.70M | 0.06% | −1,071−5.0% | Reduced |
| Birch Capital Management, LLC | 20,319 | $2.70M | 1.55% | +88+0.4% | Added |
| Empirical Finance, LLC | 20,881 | $2.77M | 0.19% | −30.0% | Reduced |
| First National Advisers, LLC | 20,905 | $2.78M | 0.80% | +5,960+39.9% | Added |
| Siemens Fonds Invest GmbH | 20,954 | $2.78M | 0.23% | +8,627+70.0% | Added |
| Chartwell Investment Partners, LLC | 21,050 | $2.80M | 0.10% | +6,478+44.5% | Added |
| Vinva Investment Management Ltd | 21,266 | $2.84M | 0.20% | +3,010+16.5% | Added |
| CWM, LLC | 21,364 | $2.84M | 0.02% | +499+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,382 | $2.84M | 0.20% | −680−3.1% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $2.87M | 0.06% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 21,597 | $2.87M | 1.07% | −12−0.1% | Reduced |
| Connectus Wealth, LLC | 21,733 | $2.89M | 0.06% | −24−0.1% | Reduced |
| Quantitative Investment Management, LLC | 21,880 | $2.91M | 0.17% | −54,070−71.2% | Reduced |
| Invera Wealth Advisors, LLC | 22,029 | $2.93M | 1.83% | +22,029 | New |
| Holocene Advisors, LP | 22,080 | $2.93M | 0.01% | +22,080 | New |
| LaFleur & Godfrey LLC | 22,104 | $2.94M | 0.44% | +3,299+17.5% | Added |
| Baldwin Investment Management, LLC | 22,175 | $2.95M | 0.46% | −650−2.8% | Reduced |
| GWM Advisors LLC | 21,674 | $2.98M | 0.03% | +4,962+29.7% | Added |
| AMJ Financial Wealth Management | 22,663 | $3.01M | 1.27% | +22,663 | New |
| Eads & Heald Wealth Management | 22,672 | $3.01M | 1.45% | −374−1.6% | Reduced |
| VeriStar Capital Management LP | 22,700 | $3.02M | 1.99% | +22,700 | New |
| BKD Wealth Advisors, LLC | 22,876 | $3.04M | 0.08% | −1,102−4.6% | Reduced |
| Moors & Cabot, Inc. | 23,025 | $3.06M | 0.19% | −335−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 23,100 | $3.07M | 1.14% | −3,465−13.0% | Reduced |
| VisionPoint Advisory Group, LLC | 23,203 | $3.08M | 1.14% | +5,122+28.3% | Added |
| E. Ohman J:or Asset Management AB | 23,400 | $3.11M | 0.11% | −5,300−18.5% | Reduced |
| Cary Street Partners Asset Management LLC | 23,434 | $3.11M | 0.53% | −373−1.6% | Reduced |
| JB Capital LLC | 23,655 | $3.14M | 0.23% | +678+3.0% | Added |
| Gabelli Funds LLC | 23,900 | $3.17M | 0.02% | −4,600−16.1% | Reduced |
| Van Eck Associates Corp | 24,017 | $3.19M | 0.01% | +557+2.4% | Added |
| Putnam Investments LLC | 24,016 | $3.19M | 0.00% | −2,969−11.0% | Reduced |
| Agate Pass Investment Management, LLC | 24,106 | $3.20M | 1.86% | +24,106 | New |
| Meridian Wealth Advisors, LLC | 24,120 | $3.20M | 0.70% | +826+3.5% | Added |
| Metis Global Partners, LLC | 24,139 | $3.21M | 0.13% | −3,526−12.7% | Reduced |
| Engineers Gate Manager LP | 24,179 | $3.21M | 0.09% | −110,467−82.0% | Reduced |
| Peddock Capital Advisors, LLC | 24,222 | $3.22M | 0.98% | −3,522−12.7% | Reduced |
| Indiana Trust & Investment Management CO | 24,242 | $3.22M | 1.45% | −535−2.2% | Reduced |
| Elevatus Welath Management | 24,251 | $3.22M | 1.46% | +24,251 | New |
| Ieq Capital, LLC | 24,309 | $3.23M | 0.05% | +826+3.5% | Added |
| Metropolitan Life Insurance Co | 24,429 | $3.25M | 0.15% | −792−3.1% | Reduced |
| Blume Capital Management, Inc. | 24,439 | $3.25M | 0.86% | −575−2.3% | Reduced |
| Nemes Rush Group LLC | 24,568 | $3.26M | 0.53% | +1,348+5.8% | Added |
| Jag Capital Management, LLC | 24,606 | $3.27M | 0.50% | +20+0.1% | Added |
| Robinson Value Management, Ltd. | 24,666 | $3.28M | 2.15% | −54−0.2% | Reduced |
| Wellington Management Group LLP | 24,782 | $3.29M | 0.00% | +4,261+20.8% | Added |
| CAPROCK Group, Inc. | 24,806 | $3.30M | 0.21% | +12,572+102.8% | Added |
| Aquatic Capital Management LLC | 24,900 | $3.31M | 0.08% | −19,800−44.3% | Reduced |
| AMG National Trust Bank | 25,093 | $3.33M | 0.10% | +40+0.2% | Added |
| Quantinno Capital Management LP | 25,242 | $3.35M | 0.12% | +1,526+6.4% | Added |
| Advisory Services Network, LLC | 25,302 | $3.36M | 0.08% | +1,110+4.6% | Added |
| BancorpSouth Bank | 25,330 | $3.36M | 0.27% | −1,566−5.8% | Reduced |
| Anderson Hoagland & Co | 24,924 | $3.41M | 0.42% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 25,763 | $3.42M | 1.35% | +2,489+10.7% | Added |
| Jefferies Financial Group Inc. | 25,841 | $3.43M | 0.05% | +118+0.5% | Added |
| AdvisorShares Investments LLC | 25,891 | $3.44M | 0.81% | −383−1.5% | Reduced |
| Fulton Bank, N.A. | 25,930 | $3.44M | 0.16% | −2,273−8.1% | Reduced |
| South State Corp. | 26,477 | $3.52M | 0.30% | −1,223−4.4% | Reduced |
| Robbins Farley LLC | 26,564 | $3.53M | 2.21% | +57+0.2% | Added |
| Illinois Municipal Retirement Fund | 26,601 | $3.53M | 0.06% | −3,689−12.2% | Reduced |
| Axxcess Wealth Management, LLC | 26,782 | $3.56M | 0.11% | +7,396+38.2% | Added |
| HB Wealth Management, LLC | 26,893 | $3.57M | 0.05% | +381+1.4% | Added |
| Varma Mutual Pension Insurance Co | 26,900 | $3.57M | 0.04% | +26,900 | New |