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 |
|---|---|---|---|---|---|
| David Loasby | 5,557 | $736.7K | 0.08% | −200−3.5% | Reduced |
| Meridian Wealth Management, LLC | 5,559 | $738.5K | 0.05% | −6,053−52.1% | Reduced |
| Oppenheimer & Co Inc | 5,590 | $742.6K | 0.01% | +860+18.2% | Added |
| Parsons Capital Management Inc | 5,601 | $744.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,603 | $744.3K | 0.48% | −13,926−71.3% | Reduced |
| Shepherd Financial Partners LLC | 5,610 | $745.2K | 0.11% | 00.0% | Unchanged |
| Beacon Financial Group | 5,621 | $746.7K | 0.09% | +2,805+99.6% | Added |
| Stonebrook Private Inc. | 5,657 | $751.5K | 0.25% | +5,657 | New |
| Knights of Columbus Asset Advisors LLC | 5,667 | $752.8K | 0.05% | −88−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,690 | $755.9K | 0.09% | −126−2.2% | Reduced |
| Unique Wealth, LLC | 5,696 | $756.7K | 0.25% | +948+20.0% | Added |
| Rehmann Capital Advisory Group | 5,700 | $757.2K | 0.06% | −59−1.0% | Reduced |
| Bank of Stockton | 5,452 | $757.9K | 0.25% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 5,706 | $758.0K | 0.71% | +5,706 | New |
| Wunderlich Capital Managemnt | 5,741 | $762.6K | 0.34% | +43+0.8% | Added |
| Integral Investment Advisors, Inc. | 5,789 | $769.0K | 0.49% | −48−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,800 | $770.5K | 0.01% | −100−1.7% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $771.0K | 0.02% | −734−11.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,805 | $771.1K | 0.02% | −688−10.6% | Reduced |
| Voya Financial Advisors, Inc. | 5,815 | $775.6K | 0.09% | −4−0.1% | Reduced |
| Lindbrook Capital, LLC | 5,905 | $784.4K | 0.08% | +567+10.6% | Added |
| Integrated Advisors Network LLC | 5,929 | $787.6K | 0.04% | −77−1.3% | Reduced |
| Wintrust Investments LLC | 5,940 | $789.0K | 0.08% | −43−0.7% | Reduced |
| Tectonic Advisors LLC | 5,953 | $790.8K | 0.07% | +418+7.6% | Added |
| Prentiss Smith & Co Inc | 5,985 | $795.0K | 0.59% | −537−8.2% | Reduced |
| Kowal Investment Group, LLC | 5,997 | $796.6K | 0.19% | −91−1.5% | Reduced |
| Boston Trust Walden Corp | 6,018 | $799.4K | 0.01% | +125+2.1% | Added |
| Change Path, LLC | 6,090 | $809.0K | 0.05% | +1,123+22.6% | Added |
| Quadrant Capital Group LLC | 6,131 | $814.4K | 0.07% | +484+8.6% | Added |
| NorthRock Partners, LLC | 6,158 | $818.0K | 0.03% | +1,715+38.6% | Added |
| Aigen Investment Management, LP | 6,167 | $819.2K | 0.15% | −1,651−21.1% | Reduced |
| Eukles Asset Management | 6,172 | $819.9K | 0.39% | +8+0.1% | Added |
| Assetmark, Inc | 6,215 | $825.6K | 0.00% | +912+17.2% | Added |
| Equitable Holdings, Inc. | 6,228 | $827.4K | 0.01% | −1,630−20.7% | Reduced |
| Townsend Asset Management Corp | 6,245 | $829.6K | 0.38% | −400−6.0% | Reduced |
| Unique Wealth Strategies, LLC | 6,264 | $832.1K | 0.55% | +6,264 | New |
| Atlas Capital Advisors LLC | 6,309 | $838.1K | 0.12% | +546+9.5% | Added |
| Legacy Advisors, LLC | 6,329 | $840.7K | 0.11% | +237+3.9% | Added |
| Certified Advisory Corp | 6,338 | $841.9K | 0.13% | 00.0% | Unchanged |
| Financial Insights, Inc. | 6,344 | $842.7K | 0.26% | +1,070+20.3% | Added |
| Institute for Wealth Management, LLC. | 6,395 | $849.5K | 0.14% | −164−2.5% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $850.2K | 0.57% | −1,225−16.1% | Reduced |
| Cigna Investments Inc | 6,400 | $851.0K | 0.18% | −172−2.6% | Reduced |
| Lake Street Advisors Group, LLC | 6,419 | $852.7K | 0.04% | +6,419 | New |
| Semmax Financial Advisors Inc. | 5,942 | $853.2K | 0.31% | +470+8.6% | Added |
| Empowered Funds, LLC | 6,429 | $854.0K | 0.02% | +1,185+22.6% | Added |
| Schechter Investment Advisors, LLC | 6,459 | $858.1K | 0.07% | −508−7.3% | Reduced |
| Central Bank & Trust Co | 6,468 | $859.2K | 0.13% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,478 | $860.5K | 0.02% | −1,016−13.6% | Reduced |
| Level Four Advisory Services, LLC | 6,509 | $864.7K | 0.05% | +1,597+32.5% | Added |
| Bowman & Co S.C. | 6,555 | $870.8K | 0.61% | +363+5.9% | Added |
| Ballentine Partners, LLC | 6,595 | $876.1K | 0.02% | +740+12.6% | Added |
| Baker Avenue Asset Management, LP | 6,614 | $878.6K | 0.04% | −755−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,669 | $885.9K | 0.03% | −367−5.2% | Reduced |
| Johnson Financial Group, Inc. | 6,713 | $891.8K | 0.05% | +1,277+23.5% | Added |
| Riverwater Partners LLC | 6,723 | $893.1K | 0.70% | −606−8.3% | Reduced |
| Nicolet Bankshares Inc | 6,764 | $898.5K | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,765 | $898.7K | 0.03% | −581−7.9% | Reduced |
| Moneta Group Investment Advisors LLC | 6,800 | $903.3K | 0.02% | −139−2.0% | Reduced |
| Aurora Investment Counsel | 8,182 | $911.1K | 0.59% | −861−9.5% | Reduced |
| Savant Capital, LLC | 6,900 | $916.6K | 0.01% | +774+12.6% | Added |
| RDA Financial Network | 6,904 | $917.1K | 0.35% | −2,922−29.7% | Reduced |
| VeraBank, N.A. | 6,905 | $917.3K | 0.31% | 00.0% | Unchanged |
| Landaas & Co | 6,928 | $920.0K | 0.34% | −620−8.2% | Reduced |
| IFP Advisors, Inc | 6,946 | $922.7K | 0.04% | −293−4.0% | Reduced |
| Brown Capital Management LLC | 7,034 | $934.4K | 0.01% | −1,402−16.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,086 | $941.3K | 0.02% | +842+13.5% | Added |
| Legacy Trust | 7,143 | $948.9K | 0.25% | −51−0.7% | Reduced |
| NBT Bank N A | 7,177 | $953.4K | 0.07% | +2,028+39.4% | Added |
| Penserra Capital Management LLC | 7,287 | $967.0K | 0.02% | +623+9.3% | Added |
| Miracle Mile Advisors, LLC | 7,290 | $968.4K | 0.03% | +61+0.8% | Added |
| Cape Investment Advisory, Inc. | 7,362 | $978.0K | 0.48% | −380−4.9% | Reduced |
| Trust Asset Management LLC | 7,400 | $983.0K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,407 | $983.9K | 0.21% | +84+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 7,430 | $987.0K | 0.18% | −910−10.9% | Reduced |
| Banque Cantonale Vaudoise | 7,474 | $993.0K | 0.04% | −9,039−54.7% | Reduced |
| Meritage Portfolio Management | 7,493 | $995.0K | 0.07% | +402+5.7% | Added |
| Chicago Trust Co NA | 7,502 | $996.6K | 0.22% | −65−0.9% | Reduced |
| Radnor Capital Management, LLC | 7,524 | $999.0K | 0.19% | +1,400+22.9% | Added |
| Legend Financial Advisors, Inc. | 7,526 | $999.8K | 0.80% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,558 | $1.00M | 0.26% | −7,500−49.8% | Reduced |
| Spinnaker Trust | 7,566 | $1.01M | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7,592 | $1.01M | 0.30% | +351+4.8% | Added |
| Stevard, LLC | 7,600 | $1.01M | 1.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 7,635 | $1.01M | 0.12% | 00.0% | Unchanged |
| Peoples Bank | 7,670 | $1.02M | 0.60% | −25−0.3% | Reduced |
| Verition Fund Management LLC | 7,824 | $1.04M | 0.01% | −6,645−45.9% | Reduced |
| Scotia Capital Inc. | 7,871 | $1.05M | 0.01% | −667−7.8% | Reduced |
| Focus Financial Network Inc | 7,875 | $1.05M | 0.04% | +7,875 | New |
| Alps Advisors Inc | 7,896 | $1.05M | 0.01% | −403−4.9% | Reduced |
| Jump Financial, LLC | 7,909 | $1.05M | 0.03% | −9,357−54.2% | Reduced |
| Court Place Advisors, LLC | 7,938 | $1.05M | 0.35% | −640−7.5% | Reduced |
| Merit Financial Group, LLC | 7,945 | $1.06M | 0.03% | +1,972+33.0% | Added |
| SMART Wealth LLC | 7,974 | $1.06M | 0.58% | +755+10.5% | Added |
| Anchor Capital Advisors LLC | 8,064 | $1.07M | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.07M | 0.02% | +200+2.5% | Added |
| Profund Advisors LLC | 8,071 | $1.07M | 0.05% | +1,093+15.7% | Added |
| Independent Advisor Alliance | 8,071 | $1.07M | 0.04% | −9−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 8,105 | $1.07M | 0.04% | +403+5.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $1.08M | 0.54% | 00.0% | Unchanged |