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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 2,682 | $356.3K | 0.06% | +421+18.6% | Added |
| Salem Investment Counselors Inc | 2,707 | $359.6K | 0.01% | +160+6.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,729 | $362.5K | 0.02% | +35+1.3% | Added |
| Y.D. More Investments Ltd | 2,743 | $364.4K | 0.07% | +421+18.1% | Added |
| BSW Wealth Partners | 2,745 | $364.6K | 0.07% | +178+6.9% | Added |
| Enterprise Financial Services Corp | 2,766 | $367.4K | 0.22% | +830+42.9% | Added |
| Advisors Capital Management, LLC | 2,770 | $368.0K | 0.01% | −191−6.5% | Reduced |
| Nebula Research & Development LLC | 2,771 | $368.1K | 0.11% | −5,002−64.4% | Reduced |
| Sheets Smith Wealth Management | 2,775 | $368.6K | 0.05% | +2,775 | New |
| Gilliland Jeter Wealth Management LLC | 2,776 | $368.8K | 0.15% | +2,776 | New |
| Colonial Trust Co | 2,781 | $369.4K | 0.08% | −10−0.4% | Reduced |
| Greatmark Investment Partners, Inc. | 2,785 | $370.0K | 0.06% | −525−15.9% | Reduced |
| Congress Wealth Management LLC | 2,785 | $370.0K | 0.01% | +822+41.9% | Added |
| Neumann Capital Management, LLC | 2,790 | $370.6K | 0.15% | +2,790 | New |
| CRA Financial Services, LLC | 2,843 | $377.7K | 0.09% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,900 | $385.2K | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,902 | $385.5K | 0.01% | −394−12.0% | Reduced |
| Pegasus Partners Ltd. | 2,921 | $388.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 2,921 | $388.0K | 0.02% | +237+8.8% | Added |
| Long Run Wealth Advisors, LLC | 2,943 | $390.9K | 0.11% | −46−1.5% | Reduced |
| TD Private Client Wealth LLC | 2,949 | $391.7K | 0.01% | +458+18.4% | Added |
| Financial Counselors Inc | 2,951 | $392.0K | 0.01% | −365−11.0% | Reduced |
| Great Lakes Advisors, LLC | 2,978 | $395.6K | 0.00% | −10,221−77.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $397.0K | 0.04% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 3,000 | $398.5K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,011 | $400.0K | 0.01% | +4+0.1% | Added |
| EverSource Wealth Advisors, LLC | 3,042 | $404.1K | 0.04% | −213−6.5% | Reduced |
| Wambolt & Associates, LLC | 3,044 | $404.4K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 3,047 | $404.8K | 0.06% | −116−3.7% | Reduced |
| King Luther Capital Management Corp | 3,055 | $405.8K | 0.00% | +3,055 | New |
| AtonRa Partners | 3,060 | $406.5K | 0.81% | −593−16.2% | Reduced |
| Optas, LLC | 3,069 | $407.7K | 0.12% | −58−1.9% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,071 | $408.0K | 0.55% | +183+6.3% | Added |
| Schmidt P J Investment Management Inc | 2,888 | $408.2K | 0.08% | −40−1.4% | Reduced |
| Riverbridge Partners LLC | 3,080 | $409.1K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,088 | $410.2K | 0.32% | +3,088 | New |
| Teza Capital Management LLC | 3,095 | $411.1K | 0.07% | −40,658−92.9% | Reduced |
| Pointe Capital Management LLC | 3,111 | $413.3K | 0.29% | +46+1.5% | Added |
| Capula Management Ltd | 3,111 | $413.3K | 0.03% | +3,111 | New |
| Apeiron RIA LLC | 3,112 | $413.4K | 0.13% | −105−3.3% | Reduced |
| Atlantic Trust, LLC | 3,125 | $415.1K | 0.11% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,138 | $416.9K | 0.16% | +110+3.6% | Added |
| Oak Harbor Wealth Partners, LLC | 3,148 | $418.2K | 0.14% | −1,124−26.3% | Reduced |
| Red Door Wealth Management, LLC | 3,179 | $422.3K | 0.09% | −55−1.7% | Reduced |
| Cowa, LLC | 3,185 | $423.1K | 0.26% | 00.0% | Unchanged |
| Invesco, LLC | 3,192 | $424.0K | 0.20% | −51−1.6% | Reduced |
| Sentry Investment Management LLC | 3,197 | $425.0K | 0.18% | −343−9.7% | Reduced |
| Marotta Asset Management | 3,200 | $425.1K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 3,200 | $425.1K | 0.00% | +380+13.5% | Added |
| Wright Investors Service Inc | 3,211 | $426.5K | 0.12% | −21−0.6% | Reduced |
| Naples Global Advisors, LLC | 3,211 | $426.6K | 0.05% | −47−1.4% | Reduced |
| Ritholtz Wealth Management | 3,214 | $426.9K | 0.02% | +230+7.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,226 | $428.5K | 0.11% | −806−20.0% | Reduced |
| World Equity Group, Inc. | 3,236 | $429.9K | 0.09% | −846−20.7% | Reduced |
| Becker Capital Management Inc | 3,240 | $430.4K | 0.02% | −167−4.9% | Reduced |
| Matisse Capital | 3,248 | $431.5K | 0.23% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,268 | $434.1K | 0.08% | +268+8.9% | Added |
| Smartleaf Asset Management LLC | 3,313 | $434.7K | 0.12% | +3,313 | New |
| Wallace Advisory Group, LLC | 3,869 | $437.0K | 0.34% | −439−10.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,295 | $437.7K | 0.10% | +746+29.3% | Added |
| Ironsides Asset Advisors, LLC | 3,310 | $439.7K | 0.19% | −715−17.8% | Reduced |
| Boston Financial Mangement LLC | 3,318 | $440.8K | 0.01% | −8−0.2% | Reduced |
| Geller Advisors LLC | 3,363 | $446.7K | 0.04% | +22+0.7% | Added |
| Waldron Private Wealth LLC | 3,379 | $448.9K | 0.02% | −49−1.4% | Reduced |
| Cookson Peirce & Co Inc | 3,381 | $449.0K | 0.03% | +19+0.6% | Added |
| Symmetry Partners, LLC | 3,387 | $452.0K | 0.02% | −258−7.1% | Reduced |
| iA Global Asset Management Inc. | 3,413 | $453.0K | 0.01% | −4,717−58.0% | Reduced |
| JGP Wealth Management, LLC | 3,437 | $456.6K | 0.07% | +474+16.0% | Added |
| MMBG Investment Advisors Co. | 3,450 | $458.3K | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,454 | $459.0K | 0.03% | −548−13.7% | Reduced |
| Symmetry Investments LP | 3,472 | $461.2K | 0.08% | +688+24.7% | Added |
| Pensionmark Financial Group, LLC | 3,473 | $461.4K | 0.06% | +3,473 | New |
| Moody Lynn & Lieberson, LLC | 3,480 | $462.3K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,495 | $464.3K | 0.23% | −450−11.4% | Reduced |
| Chicago Capital, LLC | 3,496 | $464.4K | 0.02% | +3,496 | New |
| Holderness Investments Co | 3,500 | $464.9K | 0.13% | +1,205+52.5% | Added |
| Empower Advisory Group, LLC | 3,504 | $465.5K | 0.00% | +10+0.3% | Added |
| Cannell Peter B & Co Inc | 3,523 | $468.0K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,544 | $470.8K | 0.03% | +183+5.4% | Added |
| Financial Planning & Information Services, Inc. | 3,548 | $471.3K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $471.6K | 0.02% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,586 | $476.4K | 0.34% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,595 | $477.6K | 0.08% | +241+7.2% | Added |
| Stonebridge Capital Advisors LLC | 3,607 | $479.2K | 0.05% | +344+10.5% | Added |
| Parkside Financial Bank & Trust | 3,662 | $486.5K | 0.09% | −62−1.7% | Reduced |
| Silver Oak Securities, Inc | 3,664 | $486.8K | 0.07% | +1,206+49.1% | Added |
| Parallel Advisors, LLC | 3,689 | $490.0K | 0.01% | −240−6.1% | Reduced |
| Quadcap Wealth Management, LLC | 3,689 | $490.0K | 0.13% | +3,689 | New |
| Quotient Wealth Partners, LLC | 3,693 | $490.5K | 0.02% | +3,693 | New |
| Flagship Harbor Advisors, LLC | 3,732 | $495.7K | 0.04% | −36−1.0% | Reduced |
| Citadel Investment Advisory, Inc. | 3,740 | $497.0K | 0.31% | −232−5.8% | Reduced |
| Copperleaf Capital, LLC | 3,747 | $497.8K | 0.51% | −221−5.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,759 | $499.3K | 0.12% | +3,759 | New |
| Stephenson National Bank & Trust | 3,772 | $501.1K | 0.25% | +77+2.1% | Added |
| HF Advisory Group, LLC | 3,793 | $503.9K | 0.32% | +333+9.6% | Added |
| Santori & Peters | 3,794 | $504.0K | 0.24% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,804 | $505.4K | 0.07% | +3,804 | New |
| Alpha Family Trust | 3,805 | $505.5K | 0.34% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,839 | $510.0K | 0.40% | +3,839 | New |
| Madrona Financial Services, LLC | 3,860 | $512.8K | 0.20% | 00.0% | Unchanged |