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 |
|---|---|---|---|---|---|
| Quarry LP | 273 | $36.3K | 0.02% | −11−3.9% | Reduced |
| Versant Capital Management, Inc | 283 | $37.6K | 0.01% | −21−6.9% | Reduced |
| Bell Investment Advisors, Inc | 294 | $39.1K | 0.01% | +29+10.9% | Added |
| Salomon & Ludwin, LLC | 349 | $39.4K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 301 | $40.0K | 0.09% | −5,367−94.7% | Reduced |
| IAG Wealth Partners, LLC | 305 | $40.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 315 | $42.0K | 0.00% | −60−16.0% | Reduced |
| Davis Capital Management | 330 | $43.8K | 0.04% | +330 | New |
| Capital Advisors, Ltd. LLC | 333 | $44.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 335 | $44.5K | 0.02% | +335 | New |
| Hexagon Capital Partners LLC | 336 | $44.6K | 0.01% | +83+32.8% | Added |
| BFSG, LLC | 344 | $45.7K | 0.01% | +344 | New |
| West Paces Advisors Inc. | 350 | $46.5K | 0.01% | +16+4.8% | Added |
| Westside Investment Management, Inc. | 351 | $46.6K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $51.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $51.4K | 0.03% | −115−22.9% | Reduced |
| Ancora Advisors, LLC | 392 | $52.1K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $52.5K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 397 | $52.7K | 0.00% | −8−2.0% | Reduced |
| Broadwater Capital Management LLC | 400 | $53.1K | 0.04% | +400 | New |
| Cambridge Trust Co | 402 | $53.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 406 | $54.0K | 0.01% | +45+12.5% | Added |
| Optiver Holding B.V. | 409 | $54.3K | 0.00% | +409 | New |
| Annapolis Financial Services, LLC | 416 | $55.3K | 0.01% | +130+45.5% | Added |
| RFP Financial Group LLC | 422 | $56.1K | 0.02% | +223+112.1% | Added |
| Bruce G. Allen Investments, LLC | 426 | $56.6K | 0.05% | +426 | New |
| EntryPoint Capital, LLC | 429 | $57.0K | 0.05% | +429 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $57.1K | 0.03% | +430 | New |
| Laurel Wealth Advisors LLC | 440 | $58.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $60.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $60.3K | 0.04% | +454 | New |
| Zions Bancorporation, N.A. | 491 | $65.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 494 | $65.6K | 0.03% | −2,396−82.9% | Reduced |
| Hoese & Co LLP | 508 | $66.3K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 501 | $66.6K | 0.06% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $72.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 555 | $73.7K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 571 | $75.9K | 0.03% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 577 | $76.6K | 0.05% | −10−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 584 | $77.6K | 0.00% | −146−20.0% | Reduced |
| MV Capital Management, Inc. | 592 | $78.6K | 0.01% | +1+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 593 | $78.8K | 0.02% | +593 | New |
| First PREMIER Bank | 600 | $80.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 606 | $80.5K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 633 | $84.1K | 0.03% | −164−20.6% | Reduced |
| Hallmark Capital Management Inc | 635 | $84.4K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 655 | $87.0K | 0.02% | +655 | New |
| Mendota Financial Group, LLC | 662 | $87.9K | 0.07% | −257−28.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 662 | $88.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $92.2K | 0.00% | +59+9.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $93.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 701 | $93.0K | 0.06% | −1−0.1% | Reduced |
| Bank of New Hampshire | 710 | $94.3K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 712 | $94.6K | 0.05% | −20−2.7% | Reduced |
| Rothschild Investment LLC | 722 | $95.9K | 0.01% | +722 | New |
| Arcadia Investment Management Corp | 781 | $103.7K | 0.02% | +286+57.8% | Added |
| Tompkins Financial Corp | 782 | $103.9K | 0.01% | +782 | New |
| Roble, Belko & Company, Inc | 800 | $106.0K | 0.02% | +800 | New |
| AJOVista, LLC | 811 | $107.7K | 0.14% | +811 | New |
| Rowland & Co Investment Counsel | 834 | $110.8K | 0.03% | +834 | New |
| Systematic Alpha Investments, LLC | 844 | $112.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 872 | $115.8K | 0.06% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 877 | $116.5K | 0.02% | −1,232−58.4% | Reduced |
| Evermay Wealth Management LLC | 882 | $117.2K | 0.02% | +6+0.7% | Added |
| Trust Co of Vermont | 900 | $119.6K | 0.01% | −570−38.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,000 | $132.8K | 0.00% | −49−4.7% | Reduced |
| Atwood & Palmer Inc | 1,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,042 | $139.0K | 0.00% | +1,042 | New |
| Castleview Partners, LLC | 1,113 | $147.9K | 0.10% | +488+78.1% | Added |
| JNBA Financial Advisors | 1,114 | $148.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,143 | $151.8K | 0.02% | +2+0.2% | Added |
| Natixis Investment Managers International | 1,172 | $155.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,179 | $156.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,184 | $157.3K | 0.03% | −526−30.8% | Reduced |
| Security National Bank | 1,200 | $159.4K | 0.04% | +1,200 | New |
| Princeton Global Asset Management LLC | 1,201 | $159.5K | 0.04% | +1,201 | New |
| Evergreen Private Wealth LLC | 1,229 | $163.3K | 0.09% | +1,229 | New |
| Farther Finance Advisors, LLC | 1,239 | $164.5K | 0.01% | +762+159.7% | Added |
| Icon Wealth Advisors, LLC | 1,239 | $164.6K | 0.02% | +1,239 | New |
| Sandy Spring Bank | 1,311 | $174.2K | 0.01% | −118−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,361 | $180.8K | 0.02% | +27+2.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,379 | $183.2K | 0.09% | −10−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 1,379 | $183.2K | 0.16% | +1,379 | New |
| Hazlett, Burt & Watson, Inc. | 1,378 | $184.0K | 0.12% | −1,240−47.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,629 | $184.0K | 0.00% | +475+41.2% | Added |
| Centaurus Financial, Inc. | 1,390 | $185.0K | 0.01% | +1,390 | New |
| FinTrust Capital Advisors, LLC | 1,403 | $186.4K | 0.04% | +184+15.1% | Added |
| Glassman Wealth Services | 1,409 | $187.2K | 0.03% | −2−0.1% | Reduced |
| Financial Management Professionals, Inc. | 1,426 | $189.0K | 0.03% | −66−4.4% | Reduced |
| Osterweis Capital Management Inc | 1,423 | $189.0K | 0.01% | −567−28.5% | Reduced |
| First Foundation Advisors | 1,425 | $189.3K | 0.01% | −1,254−46.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,456 | $193.4K | 0.04% | +1,456 | New |
| Proequities, Inc. | 1,493 | $198.3K | 0.01% | −12−0.8% | Reduced |
| Rakuten Investment Management, Inc. | 1,491 | $198.9K | 0.00% | +1,491 | New |
| City State Bank | 1,495 | $199.0K | 0.10% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,495 | $199.0K | 0.12% | +1,495 | New |
| Coppell Advisory Solutions LLC | 1,499 | $199.1K | 0.04% | +1,199+399.7% | Added |
| Chemistry Wealth Management LLC | 1,511 | $200.7K | 0.06% | +1,511 | New |
| Latitude Advisors, LLC | 1,527 | $202.8K | 0.14% | +1,527 | New |
| Verus Capital Partners, LLC | 1,539 | $204.4K | 0.03% | +1,539 | New |