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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 7,938 | $1.05M | 0.35% | −640−7.5% | Reduced |
| Jump Financial, LLC | 7,909 | $1.05M | 0.03% | −9,357−54.2% | Reduced |
| Alps Advisors Inc | 7,896 | $1.05M | 0.01% | −403−4.9% | Reduced |
| Focus Financial Network Inc | 7,875 | $1.05M | 0.04% | +7,875 | New |
| Scotia Capital Inc. | 7,871 | $1.05M | 0.01% | −667−7.8% | Reduced |
| Verition Fund Management LLC | 7,824 | $1.04M | 0.01% | −6,645−45.9% | Reduced |
| Peoples Bank | 7,670 | $1.02M | 0.60% | −25−0.3% | Reduced |
| First Nebraska Trust Co | 7,635 | $1.01M | 0.12% | 00.0% | Unchanged |
| Stevard, LLC | 7,600 | $1.01M | 1.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7,592 | $1.01M | 0.30% | +351+4.8% | Added |
| Spinnaker Trust | 7,566 | $1.01M | 0.07% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,558 | $1.00M | 0.26% | −7,500−49.8% | Reduced |
| Legend Financial Advisors, Inc. | 7,526 | $999.8K | 0.80% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,524 | $999.0K | 0.19% | +1,400+22.9% | Added |
| Chicago Trust Co NA | 7,502 | $996.6K | 0.22% | −65−0.9% | Reduced |
| Meritage Portfolio Management | 7,493 | $995.0K | 0.07% | +402+5.7% | Added |
| Banque Cantonale Vaudoise | 7,474 | $993.0K | 0.04% | −9,039−54.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,430 | $987.0K | 0.18% | −910−10.9% | Reduced |
| Abacus Planning Group, Inc. | 7,407 | $983.9K | 0.21% | +84+1.1% | Added |
| Trust Asset Management LLC | 7,400 | $983.0K | 0.09% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,362 | $978.0K | 0.48% | −380−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,290 | $968.4K | 0.03% | +61+0.8% | Added |
| Penserra Capital Management LLC | 7,287 | $967.0K | 0.02% | +623+9.3% | Added |
| NBT Bank N A | 7,177 | $953.4K | 0.07% | +2,028+39.4% | Added |
| Legacy Trust | 7,143 | $948.9K | 0.25% | −51−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 7,086 | $941.3K | 0.02% | +842+13.5% | Added |
| Brown Capital Management LLC | 7,034 | $934.4K | 0.01% | −1,402−16.6% | Reduced |
| IFP Advisors, Inc | 6,946 | $922.7K | 0.04% | −293−4.0% | Reduced |
| Landaas & Co | 6,928 | $920.0K | 0.34% | −620−8.2% | Reduced |
| VeraBank, N.A. | 6,905 | $917.3K | 0.31% | 00.0% | Unchanged |
| RDA Financial Network | 6,904 | $917.1K | 0.35% | −2,922−29.7% | Reduced |
| Savant Capital, LLC | 6,900 | $916.6K | 0.01% | +774+12.6% | Added |
| Aurora Investment Counsel | 8,182 | $911.1K | 0.59% | −861−9.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,800 | $903.3K | 0.02% | −139−2.0% | Reduced |
| HBK Sorce Advisory LLC | 6,765 | $898.7K | 0.03% | −581−7.9% | Reduced |
| Nicolet Bankshares Inc | 6,764 | $898.5K | 0.24% | 00.0% | Unchanged |
| Riverwater Partners LLC | 6,723 | $893.1K | 0.70% | −606−8.3% | Reduced |
| Johnson Financial Group, Inc. | 6,713 | $891.8K | 0.05% | +1,277+23.5% | Added |
| Ameritas Investment Partners, Inc. | 6,669 | $885.9K | 0.03% | −367−5.2% | Reduced |
| Baker Avenue Asset Management, LP | 6,614 | $878.6K | 0.04% | −755−10.2% | Reduced |
| Ballentine Partners, LLC | 6,595 | $876.1K | 0.02% | +740+12.6% | Added |
| Bowman & Co S.C. | 6,555 | $870.8K | 0.61% | +363+5.9% | Added |
| Level Four Advisory Services, LLC | 6,509 | $864.7K | 0.05% | +1,597+32.5% | Added |
| Brookstone Capital Management | 6,478 | $860.5K | 0.02% | −1,016−13.6% | Reduced |
| Central Bank & Trust Co | 6,468 | $859.2K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,459 | $858.1K | 0.07% | −508−7.3% | Reduced |
| Empowered Funds, LLC | 6,429 | $854.0K | 0.02% | +1,185+22.6% | Added |
| Semmax Financial Advisors Inc. | 5,942 | $853.2K | 0.31% | +470+8.6% | Added |
| Lake Street Advisors Group, LLC | 6,419 | $852.7K | 0.04% | +6,419 | New |
| Cigna Investments Inc | 6,400 | $851.0K | 0.18% | −172−2.6% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $850.2K | 0.57% | −1,225−16.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,395 | $849.5K | 0.14% | −164−2.5% | Reduced |
| Financial Insights, Inc. | 6,344 | $842.7K | 0.26% | +1,070+20.3% | Added |
| Certified Advisory Corp | 6,338 | $841.9K | 0.13% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,329 | $840.7K | 0.11% | +237+3.9% | Added |
| Atlas Capital Advisors LLC | 6,309 | $838.1K | 0.12% | +546+9.5% | Added |
| Unique Wealth Strategies, LLC | 6,264 | $832.1K | 0.55% | +6,264 | New |
| Townsend Asset Management Corp | 6,245 | $829.6K | 0.38% | −400−6.0% | Reduced |
| Equitable Holdings, Inc. | 6,228 | $827.4K | 0.01% | −1,630−20.7% | Reduced |
| Assetmark, Inc | 6,215 | $825.6K | 0.00% | +912+17.2% | Added |
| Eukles Asset Management | 6,172 | $819.9K | 0.39% | +8+0.1% | Added |
| Aigen Investment Management, LP | 6,167 | $819.2K | 0.15% | −1,651−21.1% | Reduced |
| NorthRock Partners, LLC | 6,158 | $818.0K | 0.03% | +1,715+38.6% | Added |
| Quadrant Capital Group LLC | 6,131 | $814.4K | 0.07% | +484+8.6% | Added |
| Change Path, LLC | 6,090 | $809.0K | 0.05% | +1,123+22.6% | Added |
| Boston Trust Walden Corp | 6,018 | $799.4K | 0.01% | +125+2.1% | Added |
| Kowal Investment Group, LLC | 5,997 | $796.6K | 0.19% | −91−1.5% | Reduced |
| Prentiss Smith & Co Inc | 5,985 | $795.0K | 0.59% | −537−8.2% | Reduced |
| Tectonic Advisors LLC | 5,953 | $790.8K | 0.07% | +418+7.6% | Added |
| Wintrust Investments LLC | 5,940 | $789.0K | 0.08% | −43−0.7% | Reduced |
| Integrated Advisors Network LLC | 5,929 | $787.6K | 0.04% | −77−1.3% | Reduced |
| Lindbrook Capital, LLC | 5,905 | $784.4K | 0.08% | +567+10.6% | Added |
| Voya Financial Advisors, Inc. | 5,815 | $775.6K | 0.09% | −4−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,805 | $771.1K | 0.02% | −688−10.6% | Reduced |
| Boston Common Asset Management, LLC | 5,804 | $771.0K | 0.02% | −734−11.2% | Reduced |
| Gamco Investors, Inc. Et Al | 5,800 | $770.5K | 0.01% | −100−1.7% | Reduced |
| Integral Investment Advisors, Inc. | 5,789 | $769.0K | 0.49% | −48−0.8% | Reduced |
| Wunderlich Capital Managemnt | 5,741 | $762.6K | 0.34% | +43+0.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,706 | $758.0K | 0.71% | +5,706 | New |
| Bank of Stockton | 5,452 | $757.9K | 0.25% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,700 | $757.2K | 0.06% | −59−1.0% | Reduced |
| Unique Wealth, LLC | 5,696 | $756.7K | 0.25% | +948+20.0% | Added |
| Strategic Wealth Partners, Ltd. | 5,690 | $755.9K | 0.09% | −126−2.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,667 | $752.8K | 0.05% | −88−1.5% | Reduced |
| Stonebrook Private Inc. | 5,657 | $751.5K | 0.25% | +5,657 | New |
| Beacon Financial Group | 5,621 | $746.7K | 0.09% | +2,805+99.6% | Added |
| Shepherd Financial Partners LLC | 5,610 | $745.2K | 0.11% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,603 | $744.3K | 0.48% | −13,926−71.3% | Reduced |
| Parsons Capital Management Inc | 5,601 | $744.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,590 | $742.6K | 0.01% | +860+18.2% | Added |
| Meridian Wealth Management, LLC | 5,559 | $738.5K | 0.05% | −6,053−52.1% | Reduced |
| David Loasby | 5,557 | $736.7K | 0.08% | −200−3.5% | Reduced |
| Summit Global Investments | 5,540 | $736.0K | 0.05% | −481−8.0% | Reduced |
| Copperwynd Financial, LLC | 5,531 | $734.8K | 0.29% | −20.0% | 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 |
| Strategic Investment Advisors | 5,511 | $732.0K | 0.11% | −474−7.9% | Reduced |
| Forum Financial Management, LP | 5,452 | $724.2K | 0.01% | −392−6.7% | Reduced |
| CFO4Life Group, LLC | 5,429 | $721.2K | 0.14% | −8−0.1% | Reduced |
| LVM Capital Management Ltd | 5,425 | $721.0K | 0.09% | 00.0% | Unchanged |