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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 11,257 | $1.50M | 0.02% | +131+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 11,278 | $1.50M | 0.38% | +1,037+10.1% | Added |
| Wedbush Securities Inc | 11,335 | $1.51M | 0.07% | −918−7.5% | Reduced |
| Redwood Investment Management, LLC | 11,356 | $1.51M | 0.14% | −4,546−28.6% | Reduced |
| GLOBALT Investments LLC | 11,382 | $1.51M | 0.06% | +11,382 | New |
| Ameritas Advisory Services, LLC | 10,679 | $1.54M | 0.08% | −16,005−60.0% | Reduced |
| Credential Qtrade Securities Inc. | 11,606 | $1.54M | 0.09% | −766−6.2% | Reduced |
| Kovack Advisors, Inc. | 11,665 | $1.55M | 0.18% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,698 | $1.55M | 0.69% | −391−3.2% | Reduced |
| Sciencast Management LP | 11,722 | $1.56M | 0.85% | +3,628+44.8% | Added |
| Turtle Creek Asset Management Inc. | 11,800 | $1.57M | 0.04% | −1,700−12.6% | Reduced |
| Acadian Asset Management LLC | 11,869 | $1.57M | 0.01% | −13,817−53.8% | Reduced |
| Harvey Capital Management Inc | 11,970 | $1.59M | 0.53% | −1,640−12.0% | Reduced |
| Barbara Oil Co. | 12,000 | $1.59M | 0.72% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,011 | $1.60M | 0.06% | +1,254+11.7% | Added |
| Greenleaf Trust | 12,087 | $1.61M | 0.02% | −1,091−8.3% | Reduced |
| Nomura Holdings Inc | 12,104 | $1.61M | 0.01% | −153,643−92.7% | Reduced |
| Granite Bay Wealth Management, LLC | 13,104 | $1.61M | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,108 | $1.61M | 0.05% | +5,333+78.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 12,188 | $1.62M | 0.75% | +1,318+12.1% | Added |
| Abundance Wealth Counselors | 12,239 | $1.63M | 0.42% | −123−1.0% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.63M | 0.25% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,273 | $1.63M | 0.02% | −205−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,281 | $1.63M | 0.03% | +3,158+34.6% | Added |
| Alberta Investment Management Corp | 12,300 | $1.63M | 0.02% | −313,500−96.2% | Reduced |
| Ascent Group, LLC | 11,407 | $1.65M | 0.16% | +1,466+14.7% | Added |
| Coldstream Capital Management Inc | 12,441 | $1.65M | 0.05% | +2,112+20.4% | Added |
| Public Sector Pension Investment Board | 12,470 | $1.66M | 0.01% | −52,830−80.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,524 | $1.66M | 0.50% | +1,301+11.6% | Added |
| Chilton Investment Co LLC | 12,551 | $1.67M | 0.05% | −346−2.7% | Reduced |
| Balentine LLC | 12,574 | $1.67M | 0.05% | +437+3.6% | Added |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.80% | +679+5.3% | Added |
| Main Street Financial Solutions, LLC | 12,742 | $1.69M | 0.22% | −297−2.3% | Reduced |
| Okabena Investment Services Inc | 12,868 | $1.71M | 0.67% | −3,526−21.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,937 | $1.72M | 0.11% | +507+4.1% | Added |
| Mirabella Financial Services LLP | 12,938 | $1.72M | 0.25% | +12,938 | New |
| Yarbrough Capital, LLC | 12,960 | $1.72M | 0.09% | +2,904+28.9% | Added |
| Roundview Capital LLC | 12,974 | $1.72M | 0.16% | +9,587+283.1% | Added |
| Wade G W & Inc | 12,991 | $1.73M | 0.06% | +1,064+8.9% | Added |
| Beacon Pointe Advisors, LLC | 13,118 | $1.74M | 0.02% | −1,117−7.8% | Reduced |
| Howland Capital Management LLC | 13,162 | $1.75M | 0.09% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 13,169 | $1.75M | 1.02% | +11,320+612.2% | Added |
| Penobscot Investment Management Company, Inc. | 13,232 | $1.76M | 0.21% | +1,862+16.4% | Added |
| Mill Creek Capital Advisors, LLC | 13,236 | $1.76M | 0.05% | −97−0.7% | Reduced |
| Cullen Investment Group, Ltd. | 13,263 | $1.76M | 0.31% | +13,263 | New |
| Vestcor Inc | 13,285 | $1.76M | 0.06% | −141−1.1% | Reduced |
| Quest Partners LLC | 13,312 | $1.77M | 0.38% | +13,312 | New |
| Summit Financial Group Inc | 13,315 | $1.77M | 0.68% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 13,336 | $1.77M | 0.07% | +871+7.0% | Added |
| Bamco Inc | 13,400 | $1.78M | 0.00% | +400+3.1% | Added |
| Centurion Wealth Management LLC | 13,417 | $1.78M | 0.76% | +40+0.3% | Added |
| Integrated Wealth Concepts LLC | 13,436 | $1.78M | 0.03% | −1,718−11.3% | Reduced |
| MTM Investment Management, LLC | 13,453 | $1.79M | 0.82% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,475 | $1.79M | 0.01% | +347+2.6% | Added |
| Signaturefd, LLC | 13,560 | $1.80M | 0.04% | +1,462+12.1% | Added |
| Tiaa Trust, National Association | 13,688 | $1.82M | 0.01% | −60−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,707 | $1.82M | 0.19% | −12,798−48.3% | Reduced |
| Embree Financial Group | 13,870 | $1.84M | 0.39% | +13,870 | New |
| Thoroughbred Financial Services, LLC | 14,024 | $1.86M | 0.15% | −268−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,128 | $1.88M | 0.10% | −2,549−15.3% | Reduced |
| Kendall Capital Management | 14,163 | $1.88M | 0.73% | +1,800+14.6% | Added |
| Advisor Resource Council | 14,229 | $1.89M | 0.22% | +11,696+461.7% | Added |
| Concurrent Investment Advisors, LLC | 14,306 | $1.90M | 0.09% | +14,306 | New |
| Balyasny Asset Management LLC | 14,309 | $1.90M | 0.01% | −54,795−79.3% | Reduced |
| Veracity Capital LLC | 14,346 | $1.91M | 0.77% | +3,259+29.4% | Added |
| Buckingham Strategic Wealth, LLC | 14,367 | $1.91M | 0.02% | +171+1.2% | Added |
| SYSTM Wealth Solutions LLC | 14,429 | $1.92M | 0.27% | −2,403−14.3% | Reduced |
| Harbor Investment Advisory, LLC | 14,665 | $1.95M | 0.22% | +864+6.3% | Added |
| Buttonwood Financial Advisors Inc. | 14,671 | $1.95M | 1.06% | −2,826−16.2% | Reduced |
| Veriti Management LLC | 14,828 | $1.97M | 0.18% | +3,311+28.7% | Added |
| ISAM Funds (UK) Ltd | 14,832 | $1.97M | 1.41% | −2,861−16.2% | Reduced |
| Bokf, NA | 14,868 | $1.98M | 0.04% | +108+0.7% | Added |
| Ostrum Asset Management | 14,892 | $1.98M | 0.17% | +5,516+58.8% | Added |
| HighVista Strategies LLC | 14,953 | $1.99M | 0.72% | +4,000+36.5% | Added |
| Palisade Asset Management, LLC | 15,002 | $1.99M | 0.22% | −200−1.3% | Reduced |
| Midwest Professional Planners, LTD. | 15,033 | $2.00M | 0.80% | +1,013+7.2% | Added |
| Wisconsin Capital Management LLC | 15,105 | $2.01M | 1.19% | 00.0% | Unchanged |
| Burney Co | 15,172 | $2.02M | 0.08% | −90−0.6% | Reduced |
| Fayez Sarofim & Co | 14,024 | $2.02M | 0.01% | +580+4.3% | Added |
| Umb Bank N A | 15,268 | $2.03M | 0.03% | −157−1.0% | Reduced |
| Harrell Investment Partners, LLC | 15,388 | $2.04M | 0.64% | +530+3.6% | Added |
| Forge First Asset Management Inc. | 15,400 | $2.05M | 1.03% | +15,400 | New |
| Wetherby Asset Management Inc | 15,442 | $2.05M | 0.11% | −121−0.8% | Reduced |
| Desjardins Global Asset Management Inc. | 15,671 | $2.08M | 0.22% | +176+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,809 | $2.10M | 0.20% | +640+4.2% | Added |
| FJ Investments, LLC | 15,900 | $2.11M | 0.10% | +15,900 | New |
| North Star Investment Management Corp. | 16,018 | $2.13M | 0.16% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 16,046 | $2.13M | 0.08% | −791−4.7% | Reduced |
| Arvest Investments, Inc. | 16,235 | $2.16M | 0.35% | +16,235 | New |
| Harbor Capital Advisors, Inc. | 16,299 | $2.17M | 0.42% | +432+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,414 | $2.18M | 0.20% | −11,917−42.1% | Reduced |
| United Services Automobile Association | 16,646 | $2.21M | 0.05% | +1,452+9.6% | Added |
| Pinnacle Associates Ltd | 16,668 | $2.21M | 0.04% | +2,558+18.1% | Added |
| WESCAP Management Group, Inc. | 16,707 | $2.22M | 0.72% | −489−2.8% | Reduced |
| GTS Securities LLC | 16,819 | $2.23M | 0.05% | +8,335+98.2% | Added |
| Legato Capital Management LLC | 17,013 | $2.26M | 0.30% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,022 | $2.26M | 0.03% | +5,849+52.3% | Added |
| Fairbanks Capital Management, Inc. | 17,327 | $2.30M | 1.64% | +5,998+52.9% | Added |
| National Asset Management, Inc. | 17,342 | $2.30M | 0.06% | −513−2.9% | Reduced |
| Sawtooth Solutions, LLC | 17,620 | $2.34M | 0.06% | +9,535+117.9% | Added |