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 |
|---|---|---|---|---|---|
| CX Institutional | 3,898 | $517.8K | 0.03% | −94−2.4% | Reduced |
| SRB Corp | 3,987 | $529.6K | 0.03% | +3,987 | New |
| Optimum Investment Advisors | 4,000 | $531.4K | 0.27% | −201−4.8% | Reduced |
| RBF Capital, LLC | 4,000 | $531.4K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,000 | $531.4K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,003 | $531.8K | 0.04% | +7+0.2% | Added |
| Wealthsource Partners, LLC | 4,006 | $532.2K | 0.03% | +91+2.3% | Added |
| Legacy Wealth Management, LLC | 4,034 | $535.9K | 0.26% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,034 | $535.9K | 0.10% | +57+1.4% | Added |
| Fishman Jay A Ltd | 4,048 | $537.7K | 0.06% | −132−3.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,053 | $538.4K | 0.10% | +617+18.0% | Added |
| Hilltop Holdings Inc. | 4,057 | $538.9K | 0.06% | −257−6.0% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $541.2K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,075 | $541.3K | 0.24% | −225−5.2% | Reduced |
| Maia Wealth LLC | 4,079 | $541.9K | 0.22% | +4,079 | New |
| KMG Fiduciary Partners, LLC | 4,080 | $542.0K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,085 | $543.0K | 0.07% | −495−10.8% | Reduced |
| First Heartland Consultants, Inc. | 4,089 | $543.0K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,126 | $548.1K | 0.05% | +3,585+662.7% | Added |
| Argonautica Private Wealth Management, Inc | 4,128 | $548.4K | 0.22% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,131 | $548.8K | 0.13% | −200−4.6% | Reduced |
| Ellevest, Inc. | 4,149 | $551.2K | 0.04% | +1,303+45.8% | Added |
| 9258 Wealth Management, LLC | 4,156 | $552.1K | 0.10% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 4,185 | $555.9K | 0.25% | +678+19.3% | Added |
| Confluence Wealth Services, Inc. | 4,194 | $557.1K | 0.06% | +1,079+34.6% | Added |
| SkyOak Wealth, LLC | 4,215 | $559.9K | 0.15% | −1,244−22.8% | Reduced |
| Hoylecohen, LLC | 4,215 | $559.9K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 4,221 | $560.7K | 0.02% | −30−0.7% | Reduced |
| Boston Family Office LLC | 4,225 | $561.0K | 0.04% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 4,265 | $566.6K | 0.40% | +4,265 | New |
| First National Bank & Trust Co of Newtown | 4,280 | $568.6K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,281 | $568.7K | 0.02% | +286+7.2% | Added |
| Citizens National Bank Trust Department | 4,300 | $571.2K | 0.14% | 00.0% | Unchanged |
| Ariel Investments, LLC | 4,316 | $573.3K | 0.01% | +275+6.8% | Added |
| Skopos Labs, Inc. | 4,322 | $574.1K | 0.27% | +4,322 | New |
| Penbrook Management LLC | 4,330 | $575.2K | 0.39% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,336 | $576.0K | 0.01% | +4,336 | New |
| Vista Investment Management | 4,337 | $576.1K | 0.27% | −287−6.2% | Reduced |
| Continuum Advisory, LLC | 4,337 | $576.5K | 0.08% | −258−5.6% | Reduced |
| Two Sigma Securities, LLC | 4,347 | $577.5K | 0.03% | +1,192+37.8% | Added |
| Meeder Asset Management Inc | 4,347 | $577.5K | 0.04% | +3,736+611.5% | Added |
| St Germain D J Co Inc | 4,358 | $578.9K | 0.03% | −260−5.6% | Reduced |
| Edgestream Partners, L.P. | 4,363 | $579.6K | 0.04% | +113+2.7% | Added |
| Opal Wealth Advisors, LLC | 4,369 | $580.4K | 0.23% | +168+4.0% | Added |
| Herr Investment Group LLC | 4,376 | $581.3K | 0.16% | 00.0% | Unchanged |
| Old National Bancorp | 4,395 | $583.8K | 0.02% | −1,960−30.8% | Reduced |
| US Asset Management LLC | 4,413 | $586.0K | 0.58% | +4,413 | New |
| ERn Financial, LLC | 4,258 | $586.8K | 0.11% | +4+0.1% | Added |
| Outlook Wealth Advisors, LLC | 4,442 | $590.1K | 0.21% | −1,006−18.5% | Reduced |
| Thrive Wealth Management, LLC | 4,455 | $591.8K | 0.13% | −1,788−28.6% | Reduced |
| Tributary Capital Management, LLC | 4,475 | $594.5K | 0.05% | −100−2.2% | Reduced |
| Caldwell Trust Co | 4,483 | $595.5K | 0.08% | 00.0% | Unchanged |
| Condor Capital Management | 4,504 | $598.3K | 0.06% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,505 | $598.4K | 0.29% | +114+2.6% | Added |
| Transcend Wealth Collective, LLC | 4,515 | $599.8K | 0.05% | +200+4.6% | Added |
| Foundations Investment Advisors, LLC | 4,194 | $603.7K | 0.02% | −401−8.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,550 | $604.4K | 0.20% | −11−0.2% | Reduced |
| Roberts Glore & Co Inc | 4,618 | $613.5K | 0.19% | −48−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 4,640 | $616.4K | 0.04% | −1,213−20.7% | Reduced |
| Cascade Investment Group, Inc. | 4,641 | $616.5K | 0.50% | 00.0% | Unchanged |
| 1st Source Bank | 4,655 | $618.4K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,666 | $619.9K | 0.05% | −211−4.3% | Reduced |
| TRUE Private Wealth Advisors | 4,743 | $630.0K | 0.08% | +760+19.1% | Added |
| Capital Investment Advisors, LLC | 4,751 | $631.1K | 0.02% | +117+2.5% | Added |
| Baader Bank INC | 4,790 | $636.3K | 0.05% | −171−3.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,794 | $636.8K | 0.54% | +178+3.9% | Added |
| Paragon Capital Management Ltd | 4,800 | $637.6K | 0.13% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,840 | $643.0K | 0.15% | −90−1.8% | Reduced |
| Crumly & Associates Inc. | 4,843 | $643.3K | 0.19% | +395+8.9% | Added |
| Quadrature Capital Ltd | 4,853 | $644.8K | 0.01% | +4,853 | New |
| Wedmont Private Capital | 4,811 | $650.6K | 0.05% | +1,048+27.9% | Added |
| Chesapeake Wealth Management | 4,938 | $656.0K | 0.25% | −85−1.7% | Reduced |
| Clarius Group, LLC | 4,940 | $656.2K | 0.05% | −528−9.7% | Reduced |
| GM Advisory Group, Inc. | 4,944 | $656.8K | 0.05% | +331+7.2% | Added |
| Wealth Alliance | 4,950 | $657.6K | 0.09% | +1,164+30.7% | Added |
| Principle Wealth Partners LLC | 4,963 | $659.3K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,978 | $661.3K | 0.19% | +385+8.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,998 | $663.9K | 0.06% | −115−2.2% | Reduced |
| UniSuper Management Pty Ltd | 5,002 | $664.5K | 0.01% | +502+11.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,048 | $670.6K | 0.13% | +388+8.3% | Added |
| Forbes J M & Co LLP | 5,096 | $677.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,101 | $677.6K | 0.02% | +198+4.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,139 | $682.7K | 0.02% | −352−6.4% | Reduced |
| Evergreen Capital Management LLC | 5,142 | $683.1K | 0.03% | +316+6.5% | Added |
| Westbourne Investment Advisors, Inc. | 5,149 | $684.0K | 0.27% | 00.0% | Unchanged |
| First American Trust, FSB | 5,230 | $694.7K | 0.09% | +64+1.2% | Added |
| Syon Capital LLC | 5,264 | $699.3K | 0.07% | +133+2.6% | Added |
| Delta Financial Group, Inc. | 5,293 | $703.0K | 0.22% | 00.0% | Unchanged |
| United Community Bank | 5,300 | $704.1K | 0.30% | −56−1.0% | Reduced |
| Whittier Trust Co | 5,322 | $707.0K | 0.01% | −767−12.6% | Reduced |
| Oxford Financial Group Ltd | 5,350 | $710.7K | 0.05% | +3,276+158.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,376 | $714.3K | 0.00% | +1,950+56.9% | Added |
| LVM Capital Management Ltd | 5,425 | $721.0K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,429 | $721.2K | 0.14% | −8−0.1% | Reduced |
| Forum Financial Management, LP | 5,452 | $724.2K | 0.01% | −392−6.7% | Reduced |
| Strategic Investment Advisors | 5,511 | $732.0K | 0.11% | −474−7.9% | Reduced |
| Modera Wealth Management, LLC | 5,527 | $734.2K | 0.01% | +84+1.5% | Added |
| Smith, Moore & Co. | 5,527 | $734.2K | 0.09% | +400+7.8% | Added |
| Copperwynd Financial, LLC | 5,531 | $734.8K | 0.29% | −20.0% | Reduced |
| Summit Global Investments | 5,540 | $736.0K | 0.05% | −481−8.0% | Reduced |