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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 26,972 | $3.58M | 0.00% | +783+3.0% | Added |
| Page Arthur B | 27,149 | $3.61M | 3.80% | −2,060−7.1% | Reduced |
| Fiduciary Trust Co | 27,528 | $3.66M | 0.06% | −206−0.7% | Reduced |
| Capital City Trust Co | 27,563 | $3.66M | 1.09% | +172+0.6% | Added |
| Dempze Nancy E | 27,607 | $3.67M | 3.07% | +91+0.3% | Added |
| D L Carlson Investment Group Inc | 24,920 | $3.69M | 0.75% | −1,535−5.8% | Reduced |
| Toroso Investments, LLC | 27,822 | $3.70M | 0.09% | +11,689+72.5% | Added |
| Triad Investment Management | 28,012 | $3.72M | 4.88% | +287+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,079 | $3.73M | 0.05% | +8,127+40.7% | Added |
| Graypoint LLC | 28,096 | $3.73M | 0.30% | −2,672−8.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,112 | $3.73M | 0.17% | +11,580+70.0% | Added |
| EagleClaw Capital Managment, LLC | 28,485 | $3.78M | 0.79% | −150−0.5% | Reduced |
| Taylor Financial Group, Inc. | 28,535 | $3.79M | 3.12% | +28,535 | New |
| Horan Capital Advisors, LLC. | 28,644 | $3.81M | 1.40% | −495−1.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 28,750 | $3.82M | 0.26% | −10,250−26.3% | Reduced |
| Clayton Partners LLC | 28,828 | $3.83M | 3.10% | +679+2.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 28,843 | $3.83M | 0.02% | −2,677−8.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,108 | $3.87M | 0.23% | −189−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 29,348 | $3.90M | 0.24% | −2,460−7.7% | Reduced |
| Cresset Asset Management, LLC | 29,368 | $3.90M | 0.02% | +2,443+9.1% | Added |
| Howe & Rusling Inc | 29,458 | $3.91M | 0.41% | +401+1.4% | Added |
| Stephens Inc | 29,708 | $3.95M | 0.07% | +5,433+22.4% | Added |
| Wealthfront Advisers LLC | 29,772 | $3.95M | 0.02% | +430+1.5% | Added |
| Bayesian Capital Management, LP | 29,949 | $3.98M | 0.42% | +26,600+794.3% | Added |
| Keel Point, LLC | 30,260 | $4.02M | 0.48% | −223−0.7% | Reduced |
| Monarch Capital Management Inc | 30,653 | $4.07M | 1.23% | −602−1.9% | Reduced |
| Ami Investment Management Inc | 30,692 | $4.08M | 1.65% | −75−0.2% | Reduced |
| Freemont Management S.A. | 30,700 | $4.08M | 0.51% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 31,150 | $4.14M | 1.94% | +375+1.2% | Added |
| Cornerstone Advisors, LLC | 31,200 | $4.14M | 0.18% | −1,300−4.0% | Reduced |
| Vontobel Holding Ltd. | 31,237 | $4.15M | 0.03% | +13,882+80.0% | Added |
| Glenview Trust Co | 31,533 | $4.19M | 0.10% | −405−1.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,564 | $4.19M | 0.73% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 31,769 | $4.22M | 0.04% | +9,054+39.9% | Added |
| New Mexico Educational Retirement Board | 32,116 | $4.27M | 0.16% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 32,362 | $4.30M | 0.12% | +4,477+16.1% | Added |
| Bull Street Advisors, LLC | 32,520 | $4.32M | 2.19% | 00.0% | Unchanged |
| Bey-Douglas LLC | 32,567 | $4.33M | 4.44% | +32,567 | New |
| EULAV Asset Management | 32,816 | $4.36M | 0.13% | 00.0% | Unchanged |
| Value Holdings Management Co. LLC | 33,000 | $4.38M | 0.89% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 33,103 | $4.40M | 0.68% | +140.0% | Added |
| TD Waterhouse Canada Inc. | 30,948 | $4.40M | 0.04% | −5,340−14.7% | Reduced |
| Westpac Banking Corp | 33,136 | $4.40M | 0.36% | +3,160+10.5% | Added |
| Anchor Investment Management, LLC | 33,305 | $4.42M | 0.51% | +565+1.7% | Added |
| SFE Investment Counsel | 33,344 | $4.43M | 1.15% | −1,667−4.8% | Reduced |
| Eagle Rock Investment Company, LLC | 33,496 | $4.45M | 0.91% | −5,470−14.0% | Reduced |
| Argent Trust Co | 33,761 | $4.48M | 0.22% | +357+1.1% | Added |
| Edgemoor Investment Advisors, Inc. | 33,978 | $4.51M | 0.47% | +696+2.1% | Added |
| Nicollet Investment Management, Inc. | 34,153 | $4.54M | 1.85% | +1,977+6.1% | Added |
| NorthCrest Asset Manangement, LLC | 34,157 | $4.54M | 0.17% | −37−0.1% | Reduced |
| JustInvest LLC | 34,210 | $4.54M | 0.12% | +6,331+22.7% | Added |
| TownSquare Capital, LLC | 34,345 | $4.56M | 0.08% | +314+0.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $4.63M | 0.10% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 35,098 | $4.66M | 0.87% | −453−1.3% | Reduced |
| Advisors Asset Management, Inc. | 35,178 | $4.67M | 0.10% | +14,093+66.8% | Added |
| Point72 Hong Kong Ltd | 35,317 | $4.69M | 0.29% | +35,317 | New |
| Northwest & Ethical Investments L.P. | 35,346 | $4.70M | 0.14% | +19,397+121.6% | Added |
| Louisiana State Employees Retirement System | 36,300 | $4.82M | 0.10% | −1,500−4.0% | Reduced |
| First Business Financial Services, Inc. | 36,457 | $4.84M | 0.56% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 36,522 | $4.85M | 0.31% | −889−2.4% | Reduced |
| Buffington Mohr McNeal | 36,629 | $4.87M | 0.98% | −4,257−10.4% | Reduced |
| Compass Wealth Management LLC | 36,654 | $4.87M | 1.36% | −408−1.1% | Reduced |
| DF Dent & Co Inc | 36,661 | $4.87M | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36,686 | $4.87M | 0.24% | −52−0.1% | Reduced |
| Carmel Capital Management L.L.C. | 37,190 | $4.94M | 2.37% | +14,450+63.5% | Added |
| Eley Financial Management, Inc | 37,281 | $4.95M | 2.32% | −28−0.1% | Reduced |
| Soros Capital Management LLC | 37,390 | $4.97M | 3.67% | −5,925−13.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 37,438 | $4.97M | 0.08% | +4,374+13.2% | Added |
| Cetera Investment Advisers | 37,555 | $4.99M | 0.04% | −550−1.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 37,817 | $5.02M | 2.22% | −560−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,829 | $5.03M | 0.07% | +6,872+22.2% | Added |
| Qsemble Capital Management, LP | 37,893 | $5.03M | 1.26% | −7,007−15.6% | Reduced |
| Securian Asset Management, Inc | 38,011 | $5.05M | 0.14% | −5,735−13.1% | Reduced |
| Stone Run Capital, LLC | 38,500 | $5.11M | 2.19% | −47−0.1% | Reduced |
| Tandem Investment Advisors, Inc. | 38,504 | $5.12M | 0.20% | −2,603−6.3% | Reduced |
| Buckhead Capital Management LLC | 38,698 | $5.14M | 1.90% | +1,868+5.1% | Added |
| National Bank of Canada | 38,696 | $5.14M | 0.01% | −414−1.1% | Reduced |
| Ironwood Investment Counsel, LLC | 38,728 | $5.14M | 0.96% | +480+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 38,919 | $5.17M | 0.05% | −3,548−8.4% | Reduced |
| Baxter Bros Inc | 38,950 | $5.17M | 0.72% | +575+1.5% | Added |
| Pacer Advisors, Inc. | 39,300 | $5.22M | 0.01% | +600+1.6% | Added |
| Selway Asset Management | 39,905 | $5.30M | 2.23% | +460+1.2% | Added |
| Timber Creek Capital Management LLC | 39,951 | $5.31M | 1.81% | −1,608−3.9% | Reduced |
| Boothbay Fund Management, LLC | 40,073 | $5.32M | 0.20% | +35,420+761.2% | Added |
| HGK Asset Management Inc | 40,481 | $5.38M | 1.25% | −7,005−14.8% | Reduced |
| Hartford Investment Management Co | 40,482 | $5.38M | 0.20% | −1,298−3.1% | Reduced |
| Cullinan Associates Inc | 40,883 | $5.43M | 0.30% | −800−1.9% | Reduced |
| First National Bank of Omaha | 40,950 | $5.44M | 0.34% | −6,270−13.3% | Reduced |
| Cloverfields Capital Group, LP | 40,996 | $5.45M | 2.13% | +2,142+5.5% | Added |
| Snowden Capital Advisors LLC | 41,068 | $5.46M | 0.21% | −7,489−15.4% | Reduced |
| Federated Hermes, Inc. | 41,308 | $5.49M | 0.01% | +33,135+405.4% | Added |
| Twinbeech Capital LP | 41,349 | $5.49M | 0.09% | −532,406−92.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 83,467 | $5.61M | 0.08% | +83,467 | New |
| Kestra Advisory Services, LLC | 42,251 | $5.61M | 0.05% | −2,844−6.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 42,612 | $5.66M | 0.09% | −1,468−3.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,891 | $5.70M | 0.02% | +42,890+4,289,000.0% | Added |
| Patton Albertson Miller Group, LLC | 43,033 | $5.72M | 0.95% | +7,107+19.8% | Added |
| Baker Ellis Asset Management LLC | 43,084 | $5.72M | 0.92% | −1,093−2.5% | Reduced |
| Marietta Investment Partners LLC | 43,287 | $5.75M | 1.43% | +18,398+73.9% | Added |
| RMB Capital Management, LLC | 43,366 | $5.76M | 0.18% | −80.0% | Reduced |