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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 43,411 | $5.77M | 1.46% | +471+1.1% | Added |
| Heritage Trust Co | 43,995 | $5.84M | 0.82% | −809−1.8% | Reduced |
| John G Ullman & Associates Inc | 44,471 | $5.91M | 0.94% | −1,272−2.8% | Reduced |
| Resources Management Corp | 44,517 | $5.91M | 0.88% | −390−0.9% | Reduced |
| Marshall & Sullivan Inc | 44,546 | $5.92M | 3.13% | −1,223−2.7% | Reduced |
| Choate Investment Advisors | 45,094 | $5.99M | 0.19% | +21,089+87.9% | Added |
| Karpas Strategies, LLC | 45,295 | $6.02M | 1.99% | −700−1.5% | Reduced |
| M. Kraus & Co | 45,627 | $6.06M | 1.97% | −508−1.1% | Reduced |
| Diversified Trust Co | 45,872 | $6.09M | 0.20% | +786+1.7% | Added |
| Jones Financial Companies LLLP | 46,022 | $6.11M | 0.01% | +3,548+8.4% | Added |
| First Western Trust Bank | 46,127 | $6.13M | 0.30% | +63+0.1% | Added |
| Maryland State Retirement & Pension System | 46,542 | $6.18M | 0.13% | −432−0.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,825 | $6.22M | 0.93% | −65−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 46,896 | $6.23M | 0.11% | −48,490−50.8% | Reduced |
| CMH Wealth Management LLC | 47,001 | $6.24M | 1.51% | +219+0.5% | Added |
| Dillon & Associates Inc | 46,996 | $6.25M | 1.13% | +6,411+15.8% | Added |
| Ayrshire Capital Management LLC | 47,108 | $6.26M | 3.61% | −120−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,141 | $6.26M | 0.30% | −140−0.3% | Reduced |
| Sendero Wealth Management, LLC | 47,683 | $6.33M | 1.19% | −6,924−12.7% | Reduced |
| Palmer Knight Co | 47,690 | $6.34M | 3.82% | −66−0.1% | Reduced |
| Thompson Investment Management, Inc. | 47,946 | $6.37M | 1.02% | −18,447−27.8% | Reduced |
| Crossmark Global Holdings, Inc. | 48,007 | $6.38M | 0.13% | +4,523+10.4% | Added |
| Kentucky Retirement Systems | 48,021 | $6.38M | 0.20% | −1,393−2.8% | Reduced |
| Guggenheim Capital LLC | 48,045 | $6.38M | 0.05% | +6,794+16.5% | Added |
| Wilkins Investment Counsel Inc | 48,065 | $6.38M | 1.56% | −760−1.6% | Reduced |
| Close Asset Management Ltd | 48,146 | $6.40M | 0.27% | +3,995+9.0% | Added |
| GDS Wealth Management | 48,509 | $6.44M | 0.87% | +10,320+27.0% | Added |
| Two Point Capital Management, Inc. | 48,630 | $6.46M | 2.95% | +48,630 | New |
| HM Payson & Co | 48,632 | $6.46M | 0.13% | −1,391−2.8% | Reduced |
| Prudential PLC | 48,722 | $6.47M | 0.07% | −3,462−6.6% | Reduced |
| Meridian Management Co | 45,138 | $6.51M | 1.85% | −977−2.1% | Reduced |
| Delaney Dennis R | 49,456 | $6.57M | 3.89% | +170+0.3% | Added |
| PGGM Investments | 49,521 | $6.58M | 0.10% | +23,422+89.7% | Added |
| CenterBook Partners LP | 49,862 | $6.62M | 0.81% | −20,383−29.0% | Reduced |
| Notis-McConarty Edward | 49,955 | $6.64M | 2.65% | −260−0.5% | Reduced |
| Eagle Asset Management Inc | 50,314 | $6.68M | 0.04% | −1,042−2.0% | Reduced |
| ING Groep NV | 50,400 | $6.70M | 0.05% | +50,391+559,900.0% | Added |
| Oarsman Capital, Inc. | 50,434 | $6.70M | 1.78% | +333+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 50,454 | $6.70M | 0.09% | −51,911−50.7% | Reduced |
| Hills Bank & Trust Co | 50,741 | $6.74M | 0.66% | −497−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 50,770 | $6.74M | 0.19% | −6,241−10.9% | Reduced |
| Brooktree Capital Management | 50,869 | $6.76M | 5.46% | −3,403−6.3% | Reduced |
| Jacobs & Co | 50,974 | $6.77M | 0.77% | −30−0.1% | Reduced |
| Verdence Capital Advisors LLC | 51,563 | $6.85M | 0.66% | +1,021+2.0% | Added |
| Cetera Advisor Networks LLC | 51,705 | $6.87M | 0.04% | +35+0.1% | Added |
| Credit Agricole S A | 51,949 | $6.90M | 0.14% | +11,246+27.6% | Added |
| Redmond Asset Management, LLC | 52,225 | $6.94M | 2.24% | +1,341+2.6% | Added |
| Resources Investment Advisors, LLC. | 52,239 | $6.94M | 0.12% | +13,532+35.0% | Added |
| Cox Capital Mgt LLC | 52,527 | $6.98M | 4.55% | −1,292−2.4% | Reduced |
| Elo Mutual Pension Insurance Co | 53,223 | $7.07M | 0.19% | +1,557+3.0% | Added |
| Liberty Capital Management, Inc. | 53,232 | $7.07M | 1.86% | −1,225−2.2% | Reduced |
| Contravisory Investment Management, Inc. | 53,245 | $7.07M | 1.73% | +43+0.1% | Added |
| Builder Investment Group Inc | 54,136 | $7.19M | 2.58% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 54,049 | $7.20M | 1.55% | −14,997−21.7% | Reduced |
| Atria Investments LLC | 54,410 | $7.23M | 0.11% | −604−1.1% | Reduced |
| Carderock Capital Management Inc | 54,460 | $7.23M | 2.00% | +12,578+30.0% | Added |
| Smithbridge Asset Management Inc | 54,622 | $7.26M | 1.65% | −301−0.5% | Reduced |
| ProVise Management Group, LLC | 54,840 | $7.28M | 0.62% | +119+0.2% | Added |
| M&R Capital Management Inc | 56,491 | $7.50M | 1.88% | −305−0.5% | Reduced |
| AE Wealth Management LLC | 53,255 | $7.53M | 0.04% | −163,801−75.5% | Reduced |
| Brinker Capital Investments, LLC | 56,526 | $7.64M | 0.09% | +343+0.6% | Added |
| Orion Portfolio Solutions, LLC | 56,526 | $7.64M | 0.09% | +343+0.6% | Added |
| FineMark National Bank & Trust | 57,607 | $7.65M | 0.31% | +451+0.8% | Added |
| Middleton & Co Inc | 57,944 | $7.70M | 0.96% | −290−0.5% | Reduced |
| Cozad Asset Management Inc | 58,173 | $7.73M | 0.89% | −1,511−2.5% | Reduced |
| Tocqueville Asset Management L.P. | 58,402 | $7.76M | 0.14% | −160−0.3% | Reduced |
| Spire Wealth Management | 56,097 | $7.80M | 0.27% | +6,040+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,035 | $7.84M | 0.03% | +1,069+1.8% | Added |
| McKinley Carter Wealth Services, Inc. | 59,323 | $7.88M | 0.58% | +7,689+14.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,326 | $7.88M | 0.10% | +665+1.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.97M | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,199 | $8.00M | 0.03% | −2,570−4.1% | Reduced |
| Hantz Financial Services, Inc. | 60,453 | $8.03M | 0.18% | −3,773−5.9% | Reduced |
| Chesley Taft & Associates LLC | 60,475 | $8.03M | 0.45% | −555−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 61,176 | $8.13M | 0.93% | −898−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 62,074 | $8.25M | 0.12% | +52,644+558.3% | Added |
| Aptus Capital Advisors, LLC | 62,631 | $8.32M | 0.25% | +329+0.5% | Added |
| River & Mercantile Asset Management LLP | 62,654 | $8.32M | 1.58% | −17,292−21.6% | Reduced |
| 1832 Asset Management L.P. | 62,871 | $8.35M | 0.02% | −4,912−7.2% | Reduced |
| Point72 Europe (London) LLP | 62,900 | $8.36M | 1.05% | +23,700+60.5% | Added |
| Synovus Financial Corp | 63,085 | $8.38M | 0.12% | −11,353−15.3% | Reduced |
| Great Valley Advisor Group, Inc. | 63,175 | $8.39M | 0.29% | −553−0.9% | Reduced |
| Live Oak Private Wealth LLC | 63,829 | $8.48M | 1.59% | −712−1.1% | Reduced |
| Papp L Roy & Associates | 63,882 | $8.49M | 1.05% | −967−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 64,615 | $8.58M | 0.14% | −686−1.1% | Reduced |
| Steamboat Capital Partners, LLC | 65,918 | $8.76M | 3.29% | −10,843−14.1% | Reduced |
| Pathstone Holdings, LLC | 66,181 | $8.80M | 0.05% | +66,181 | New |
| Legal Advantage Investments, Inc. | 66,527 | $8.84M | 5.31% | −2,500−3.6% | Reduced |
| Pinnacle Financial Partners Inc | 66,620 | $8.85M | 0.21% | +351+0.5% | Added |
| Shell Asset Management Co | 68,580 | $9.11M | 0.42% | −17,267−20.1% | Reduced |
| Woodstock Corp | 69,669 | $9.25M | 1.07% | +656+1.0% | Added |
| First Hawaiian Bank | 69,741 | $9.26M | 0.29% | −1,899−2.7% | Reduced |
| Addenda Capital Inc. | 70,558 | $9.37M | 0.37% | −533−0.7% | Reduced |
| Webster Bank, N. A. | 70,705 | $9.39M | 1.15% | +365+0.5% | Added |
| Bahl & Gaynor Inc | 70,830 | $9.41M | 0.06% | −408−0.6% | Reduced |
| Headinvest, LLC | 70,852 | $9.41M | 1.96% | −390−0.5% | Reduced |
| Nissay Asset Management Corp | 71,474 | $9.49M | 0.08% | +617+0.9% | Added |
| American National Bank | 71,677 | $9.52M | 1.50% | +5,410+8.2% | Added |
| Daiwa Securities Group Inc. | 71,740 | $9.53M | 0.06% | −2,328−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 71,994 | $9.56M | 0.03% | −12,497−14.8% | Reduced |