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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 8,180 | $1.09M | 0.04% | +401+5.2% | Added |
| Synergy Financial Management, LLC | 8,195 | $1.09M | 0.19% | −867−9.6% | Reduced |
| Regal Investment Advisors LLC | 8,225 | $1.09M | 0.08% | −39−0.5% | Reduced |
| Gould Capital, LLC | 8,255 | $1.10M | 0.80% | −155−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 8,325 | $1.11M | 0.12% | +1,110+15.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,328 | $1.11M | 0.49% | +680+8.9% | Added |
| Stratos Wealth Partners, LTD. | 8,348 | $1.11M | 0.02% | −15−0.2% | Reduced |
| Versor Investments LP | 8,388 | $1.11M | 0.23% | +1,463+21.1% | Added |
| Addison Advisors LLC | 8,397 | $1.12M | 0.43% | −679−7.5% | Reduced |
| Granite Investment Partners, LLC | 8,440 | $1.12M | 0.04% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 8,493 | $1.13M | 0.11% | +1,804+27.0% | Added |
| Grimes & Company, Inc. | 8,514 | $1.13M | 0.04% | −32−0.4% | Reduced |
| Mitchell Capital Management Co | 8,522 | $1.13M | 0.24% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 8,611 | $1.14M | 0.04% | +8,611 | New |
| Lebenthal Global Advisors, LLC | 8,653 | $1.15M | 0.27% | +672+8.4% | Added |
| Archford Capital Strategies, LLC | 8,657 | $1.15M | 0.21% | +719+9.1% | Added |
| Green Harvest Asset Management LLC | 8,680 | $1.15M | 0.03% | +58+0.7% | Added |
| Qtron Investments LLC | 8,700 | $1.16M | 0.19% | +876+11.2% | Added |
| Cutler Group LP | 8,719 | $1.16M | 0.16% | +3,859+79.4% | Added |
| Freestone Capital Holdings, LLC | 8,730 | $1.16M | 0.05% | −20−0.2% | Reduced |
| Groupama Asset Managment | 8,734 | $1.16M | 0.03% | +8,734 | New |
| Wayfinding Financial, LLC | 8,773 | $1.17M | 0.79% | −46−0.5% | Reduced |
| Guardian Capital LP | 8,810 | $1.17M | 0.04% | −150−1.7% | Reduced |
| Key Financial Inc | 8,812 | $1.17M | 0.32% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.17M | 0.03% | −186−2.1% | Reduced |
| Lederer & Associates Investment Counsel | 8,889 | $1.18M | 0.87% | −152−1.7% | Reduced |
| Washington Trust Co | 8,893 | $1.18M | 0.05% | −130−1.4% | Reduced |
| Horizon Investments, LLC | 8,938 | $1.19M | 0.03% | +569+6.8% | Added |
| Arcataur Capital Management LLC | 8,939 | $1.19M | 0.45% | −962−9.7% | Reduced |
| Secure Asset Management, LLC | 8,996 | $1.20M | 0.32% | +377+4.4% | Added |
| Pearl River Capital, LLC | 9,025 | $1.20M | 0.19% | +2,221+32.6% | Added |
| GAMMA Investing LLC | 8,457 | $1.20M | 0.32% | +8,457 | New |
| USA Financial Portformulas Corp | 9,040 | $1.20M | 0.21% | −11,411−55.8% | Reduced |
| Knollwood Investment Advisory, LLC | 9,050 | $1.20M | 0.25% | +9,050 | New |
| Brown Brothers Harriman & Co | 9,111 | $1.21M | 0.01% | −893−8.9% | Reduced |
| Man Group plc | 9,133 | $1.21M | 0.00% | – | – |
| Moody National Bank Trust Division | 9,157 | $1.22M | 0.09% | −8,274−47.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,163 | $1.22M | 0.04% | +105+1.2% | Added |
| Meeder Advisory Services, Inc. | 9,223 | $1.23M | 0.14% | +173+1.9% | Added |
| MAI Capital Management | 9,253 | $1.23M | 0.02% | −107−1.1% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $1.23M | 0.20% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,371 | $1.24M | 0.46% | +3,105+49.6% | Added |
| Pitcairn Co | 9,406 | $1.25M | 0.09% | −11−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.25M | 0.43% | −32−0.3% | Reduced |
| Dean Investment Associates, LLC | 9,426 | $1.25M | 0.18% | −487−4.9% | Reduced |
| Colony Group, LLC | 9,452 | $1.26M | 0.02% | +9,452 | New |
| Callahan Advisors, LLC | 9,485 | $1.26M | 0.15% | −30−0.3% | Reduced |
| First Interstate Bank | 9,495 | $1.26M | 0.09% | +44+0.5% | Added |
| Sabal Trust CO | 9,509 | $1.26M | 0.08% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,515 | $1.26M | 0.00% | −6,914−42.1% | Reduced |
| HighPoint Advisor Group LLC | 8,060 | $1.26M | 0.09% | +8,060 | New |
| Global Retirement Partners, LLC | 9,232 | $1.26M | 0.05% | +366+4.1% | Added |
| Lionsbridge Wealth Management LLC | 9,526 | $1.27M | 1.01% | −212−2.2% | Reduced |
| V-Square Quantitative Management LLC | 9,534 | $1.27M | 0.30% | +2,705+39.6% | Added |
| Fiduciary Family Office, LLC | 9,541 | $1.27M | 0.55% | +9,541 | New |
| ExodusPoint Capital Management, LP | 9,553 | $1.27M | 0.02% | −123,250−92.8% | Reduced |
| Signature Wealth Management Group | 9,688 | $1.29M | 0.59% | +9,688 | New |
| Lido Advisors, LLC | 9,709 | $1.29M | 0.01% | +568+6.2% | Added |
| Manchester Capital Management LLC | 9,709 | $1.29M | 0.17% | +53+0.5% | Added |
| AIA Group Ltd | 9,756 | $1.30M | 0.05% | +4,053+71.1% | Added |
| Boston Partners | 9,781 | $1.30M | 0.00% | −3,669−27.3% | Reduced |
| Brevan Howard Capital Management LP | 9,809 | $1.30M | 0.13% | +9,809 | New |
| ICW Investment Advisors LLC | 9,809 | $1.30M | 0.63% | +307+3.2% | Added |
| Summit Trail Advisors, LLC | 9,816 | $1.30M | 0.04% | −507−4.9% | Reduced |
| Boston Private Wealth LLC | 9,821 | $1.30M | 0.03% | +1,966+25.0% | Added |
| Financial Advocates Investment Management | 9,960 | $1.32M | 0.09% | +9,960 | New |
| Pflug Koory, LLC | 9,965 | $1.32M | 0.70% | 00.0% | Unchanged |
| City Holding Co | 9,992 | $1.33M | 0.21% | +1,810+22.1% | Added |
| DoubleLine ETF Adviser LP | 10,058 | $1.34M | 0.39% | +669+7.1% | Added |
| Smithfield Trust Co | 10,061 | $1.34M | 0.08% | −532−5.0% | Reduced |
| Dorchester Wealth Management Co | 10,152 | $1.35M | 0.25% | −425−4.0% | Reduced |
| NBC Securities, Inc. | 10,170 | $1.35M | 0.14% | +2,673+35.7% | Added |
| Clearstead Advisors, LLC | 10,180 | $1.35M | 0.07% | +205+2.1% | Added |
| La Banque Postale Asset Management SA | 10,181 | $1.35M | 0.03% | −41,440−80.3% | Reduced |
| Wahed Invest LLC | 10,209 | $1.36M | 0.38% | +655+6.9% | Added |
| Koshinski Asset Management, Inc. | 10,244 | $1.36M | 0.21% | +3,713+56.9% | Added |
| Central Valley Advisors, LLC | 10,245 | $1.36M | 0.80% | +10,245 | New |
| Johnson Investment Counsel Inc | 10,275 | $1.36M | 0.02% | +232+2.3% | Added |
| Avantax Advisory Services, Inc. | 10,288 | $1.37M | 0.01% | +75+0.7% | Added |
| Darwin Advisors, LLC | 10,310 | $1.37M | 0.37% | −813−7.3% | Reduced |
| Palumbo Wealth Management LLC | 10,389 | $1.38M | 0.71% | +491+5.0% | Added |
| Montecito Bank & Trust | 10,391 | $1.38M | 0.30% | +61+0.6% | Added |
| Jacobi Capital Management LLC | 10,394 | $1.38M | 0.14% | +295+2.9% | Added |
| Oak Thistle LLC | 10,519 | $1.40M | 0.40% | −2,909−21.7% | Reduced |
| WealthShield Partners, LLC | 10,650 | $1.41M | 0.23% | −826−7.2% | Reduced |
| Magnetar Financial LLC | 10,665 | $1.42M | 0.04% | −20,509−65.8% | Reduced |
| Ifrah Financial Services, Inc. | 10,690 | $1.42M | 0.42% | −748−6.5% | Reduced |
| Bartlett & Co. LLC | 10,670 | $1.42M | 0.02% | +365+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 10,670 | $1.42M | 0.02% | +365+3.5% | Added |
| Duncker Streett & Co Inc | 10,834 | $1.44M | 0.30% | −1,000−8.5% | Reduced |
| Palouse Capital Management, Inc. | 10,866 | $1.44M | 1.02% | −26−0.2% | Reduced |
| WCG Wealth Advisors LLC | 10,880 | $1.45M | 0.11% | −1,351−11.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.45M | 0.08% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.45M | 0.60% | 00.0% | Unchanged |
| Bray Capital Advisors | 11,008 | $1.46M | 0.40% | −90−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 11,095 | $1.47M | 0.24% | +365+3.4% | Added |
| AdvisorNet Financial, Inc | 11,170 | $1.48M | 0.14% | +910+8.9% | Added |
| Delphi Management Inc | 11,175 | $1.48M | 1.36% | −419−3.6% | Reduced |
| EP Wealth Advisors, LLC | 11,206 | $1.49M | 0.02% | −905−7.5% | Reduced |
| Prelude Capital Management, LLC | 11,222 | $1.49M | 0.13% | +1,043+10.2% | Added |