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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 2,094 | $278.2K | 0.13% | +250+13.6% | Added |
| Fort Washington Investment Advisors Inc | 2,099 | $278.8K | 0.00% | −286−12.0% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $279.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 2,100 | $279.0K | 0.00% | +6+0.3% | Added |
| Jacobsen Capital Management | 2,112 | $280.6K | 0.14% | −87−4.0% | Reduced |
| Baron Wealth Management LLC | 2,115 | $281.0K | 0.15% | +6+0.3% | Added |
| Keudell/Morrison Wealth Management | 2,116 | $281.1K | 0.09% | −25−1.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,126 | $282.4K | 0.05% | +121+6.0% | Added |
| Chicago Partners Investment Group LLC | 2,019 | $282.7K | 0.01% | −118−5.5% | Reduced |
| Kaizen Financial Strategies | 2,131 | $283.1K | 0.22% | −10.0% | Reduced |
| Sage Mountain Advisors LLC | 2,131 | $283.1K | 0.03% | +119+5.9% | Added |
| Canandaigua National Bank & Trust Co | 2,133 | $283.3K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,137 | $283.9K | 0.01% | +3+0.1% | Added |
| Cooper Financial Group | 2,176 | $289.1K | 0.05% | −12−0.5% | Reduced |
| Dechtman Wealth Management, LLC | 2,188 | $290.0K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,185 | $290.3K | 0.01% | +2,185 | New |
| Cape Cod Five Cents Savings Bank | 2,191 | $291.1K | 0.03% | −3,559−61.9% | Reduced |
| SageView Advisory Group, LLC | 2,030 | $292.4K | 0.01% | +2,030 | New |
| Arete Wealth Advisors, LLC | 2,215 | $294.2K | 0.02% | −27−1.2% | Reduced |
| Greenwich Investment Management, Inc. | 2,223 | $295.0K | 0.22% | −79−3.4% | Reduced |
| Center for Financial Planning, Inc. | 2,227 | $295.8K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,227 | $295.8K | 0.01% | +86+4.0% | Added |
| Fairhaven Wealth Management, LLC | 2,231 | $296.4K | 0.11% | +7+0.3% | Added |
| Fisher Asset Management, LLC | 2,231 | $296.4K | 0.00% | +2,231 | New |
| Dogwood Wealth Management LLC | 2,234 | $296.8K | 0.23% | +2,234 | New |
| One Wealth Advisors, LLC | 2,261 | $300.4K | 0.06% | +27+1.2% | Added |
| Lincoln National Corp | 2,264 | $300.8K | 0.01% | +2,264 | New |
| Harvest Fund Management Co., Ltd | 2,286 | $304.0K | 0.05% | +548+31.5% | Added |
| Premier Path Wealth Partners, LLC | 2,289 | $304.0K | 0.07% | +2,289 | New |
| Power Corp of Canada | 2,290 | $304.2K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 2,292 | $304.5K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,293 | $304.6K | 0.08% | +5+0.2% | Added |
| Sax Wealth Advisors, LLC | 2,299 | $305.5K | 0.05% | 00.0% | Unchanged |
| Fosun International Ltd | 2,313 | $307.3K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 2,316 | $307.7K | 0.17% | −2,134−48.0% | Reduced |
| Horan Securities, Inc. | 2,316 | $307.7K | 0.15% | −5−0.2% | Reduced |
| PFG Investments, LLC | 2,320 | $308.2K | 0.06% | −35−1.5% | Reduced |
| Soltis Investment Advisors LLC | 2,323 | $308.6K | 0.03% | −27−1.1% | Reduced |
| Inceptionr LLC | 2,325 | $308.9K | 0.22% | −7,122−75.4% | Reduced |
| Arrow Financial Corp | 2,325 | $308.9K | 0.03% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,328 | $309.3K | 0.04% | −8−0.3% | Reduced |
| Waterloo Capital, L.P. | 2,329 | $309.4K | 0.05% | +2,329 | New |
| Seelaus Asset Management LLC | 2,335 | $310.2K | 0.30% | −395−14.5% | Reduced |
| Truvestments Capital LLC | 2,347 | $311.8K | 0.14% | −33−1.4% | Reduced |
| Trust Co of Toledo NA | 2,349 | $312.0K | 0.05% | −606−20.5% | Reduced |
| Capital International Inc | 2,358 | $313.2K | 0.00% | +48+2.1% | Added |
| Resonant Capital Advisors, LLC | 2,362 | $313.8K | 0.03% | +134+6.0% | Added |
| Zimmermann Investment Management & Planning LLC | 2,364 | $314.0K | 0.13% | +2,364 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $315.6K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,379 | $316.0K | 0.04% | +178+8.1% | Added |
| Corundum Group, Inc. | 2,400 | $318.8K | 0.16% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,402 | $319.1K | 0.14% | −5−0.2% | Reduced |
| CM Wealth Advisors LLC | 2,410 | $320.1K | 0.14% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,414 | $320.7K | 0.05% | −15−0.6% | Reduced |
| Peterson Wealth Services | 2,418 | $321.2K | 0.14% | +51+2.2% | Added |
| FDx Advisors, Inc. | 2,432 | $323.0K | 0.02% | −57−2.3% | Reduced |
| Childress Capital Advisors, LLC | 2,433 | $323.2K | 0.10% | −503−17.1% | Reduced |
| Brighton Jones LLC | 2,437 | $323.7K | 0.01% | +52+2.2% | Added |
| Janney Capital Management LLC | 2,440 | $324.0K | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,445 | $325.0K | 0.02% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 2,448 | $325.2K | 0.35% | +2,448 | New |
| Connecticut Wealth Management, LLC | 2,455 | $326.1K | 0.02% | +350+16.6% | Added |
| Vista Wealth Management Group, LLC | 2,464 | $327.3K | 0.03% | +16+0.7% | Added |
| Fairfield, Bush & Co. | 2,465 | $327.5K | 0.19% | −625−20.2% | Reduced |
| Relative Value Partners Group, LLC | 2,476 | $328.9K | 0.02% | +2,476 | New |
| Venture Visionary Partners LLC | 2,480 | $329.4K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,486 | $330.3K | 0.04% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,487 | $330.4K | 0.24% | +2,487 | New |
| Ipswich Investment Management Co., Inc. | 2,495 | $331.4K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,500 | $332.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,517 | $334.4K | 0.05% | −16−0.6% | Reduced |
| Richard W. Paul & Associates, LLC | 2,536 | $336.9K | 0.14% | −80−3.1% | Reduced |
| Csenge Advisory Group | 2,536 | $336.9K | 0.02% | +472+22.9% | Added |
| CVA Family Office, LLC | 2,540 | $337.4K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $337.5K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,542 | $337.7K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,545 | $338.1K | 0.01% | +2,545 | New |
| Private Trust Co NA | 2,566 | $340.9K | 0.04% | +386+17.7% | Added |
| Wolverine Trading, LLC | 2,566 | $340.9K | 0.00% | +2,566 | New |
| Ingalls & Snyder LLC | 2,568 | $341.0K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,567 | $341.0K | 0.26% | +2,567 | New |
| Entropy Technologies, LP | 2,571 | $341.5K | 0.06% | +2,571 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,574 | $341.7K | 0.08% | +2,574 | New |
| Adviser Investments LLC | 2,599 | $345.3K | 0.00% | +2,599 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,600 | $345.4K | 0.04% | −94−3.5% | Reduced |
| Belpointe Asset Management LLC | 2,607 | $346.3K | 0.03% | +308+13.4% | Added |
| Carnegie Capital Asset Management, LLC | 2,611 | $346.8K | 0.01% | −330−11.2% | Reduced |
| Norwood Financial Corp | 2,625 | $348.7K | 0.53% | 00.0% | Unchanged |
| Trust Point Inc. | 2,626 | $348.8K | 0.03% | +2,626 | New |
| Meyer Handelman Co | 2,628 | $349.1K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,635 | $350.0K | 0.01% | −150−5.4% | Reduced |
| Avestar Capital, LLC | 2,638 | $350.4K | 0.04% | +766+40.9% | Added |
| Sandler Capital Management | 2,650 | $352.0K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,652 | $352.3K | 0.10% | +38+1.5% | Added |
| Berry Wealth Group, LP | 2,652 | $352.3K | 0.32% | +2,652 | New |
| Raleigh Capital Management Inc. | 2,657 | $353.0K | 0.16% | +108+4.2% | Added |
| Garden State Investment Advisory Services LLC | 2,669 | $354.6K | 0.15% | +283+11.9% | Added |
| Kingswood Wealth Advisors, LLC | 2,672 | $354.9K | 0.04% | +647+32.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,678 | $355.7K | 0.15% | +57+2.2% | Added |
| PDS Planning, Inc | 2,679 | $355.9K | 0.04% | −76−2.8% | Reduced |