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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,376 | $714.3K | 0.00% | +1,950+56.9% | Added |
| Oxford Financial Group Ltd | 5,350 | $710.7K | 0.05% | +3,276+158.0% | Added |
| Whittier Trust Co | 5,322 | $707.0K | 0.01% | −767−12.6% | Reduced |
| United Community Bank | 5,300 | $704.1K | 0.30% | −56−1.0% | Reduced |
| Delta Financial Group, Inc. | 5,293 | $703.0K | 0.22% | 00.0% | Unchanged |
| Syon Capital LLC | 5,264 | $699.3K | 0.07% | +133+2.6% | Added |
| First American Trust, FSB | 5,230 | $694.7K | 0.09% | +64+1.2% | Added |
| Westbourne Investment Advisors, Inc. | 5,149 | $684.0K | 0.27% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,142 | $683.1K | 0.03% | +316+6.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,139 | $682.7K | 0.02% | −352−6.4% | Reduced |
| Mutual Advisors, LLC | 5,101 | $677.6K | 0.02% | +198+4.0% | Added |
| Forbes J M & Co LLP | 5,096 | $677.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,048 | $670.6K | 0.13% | +388+8.3% | Added |
| UniSuper Management Pty Ltd | 5,002 | $664.5K | 0.01% | +502+11.2% | Added |
| Mount Yale Investment Advisors, LLC | 4,998 | $663.9K | 0.06% | −115−2.2% | Reduced |
| Intellectus Partners, LLC | 4,978 | $661.3K | 0.19% | +385+8.4% | Added |
| Principle Wealth Partners LLC | 4,963 | $659.3K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 4,950 | $657.6K | 0.09% | +1,164+30.7% | Added |
| GM Advisory Group, Inc. | 4,944 | $656.8K | 0.05% | +331+7.2% | Added |
| Clarius Group, LLC | 4,940 | $656.2K | 0.05% | −528−9.7% | Reduced |
| Chesapeake Wealth Management | 4,938 | $656.0K | 0.25% | −85−1.7% | Reduced |
| Wedmont Private Capital | 4,811 | $650.6K | 0.05% | +1,048+27.9% | Added |
| Quadrature Capital Ltd | 4,853 | $644.8K | 0.01% | +4,853 | New |
| Crumly & Associates Inc. | 4,843 | $643.3K | 0.19% | +395+8.9% | Added |
| Ellis Investment Partners, LLC | 4,840 | $643.0K | 0.15% | −90−1.8% | Reduced |
| Paragon Capital Management Ltd | 4,800 | $637.6K | 0.13% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,794 | $636.8K | 0.54% | +178+3.9% | Added |
| Baader Bank INC | 4,790 | $636.3K | 0.05% | −171−3.4% | Reduced |
| Capital Investment Advisors, LLC | 4,751 | $631.1K | 0.02% | +117+2.5% | Added |
| TRUE Private Wealth Advisors | 4,743 | $630.0K | 0.08% | +760+19.1% | Added |
| Eqis Capital Management, Inc. | 4,666 | $619.9K | 0.05% | −211−4.3% | Reduced |
| 1st Source Bank | 4,655 | $618.4K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 4,641 | $616.5K | 0.50% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,640 | $616.4K | 0.04% | −1,213−20.7% | Reduced |
| Roberts Glore & Co Inc | 4,618 | $613.5K | 0.19% | −48−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,550 | $604.4K | 0.20% | −11−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 4,194 | $603.7K | 0.02% | −401−8.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,515 | $599.8K | 0.05% | +200+4.6% | Added |
| Mystic Asset Management, Inc. | 4,505 | $598.4K | 0.29% | +114+2.6% | Added |
| Condor Capital Management | 4,504 | $598.3K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,483 | $595.5K | 0.08% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,475 | $594.5K | 0.05% | −100−2.2% | Reduced |
| Thrive Wealth Management, LLC | 4,455 | $591.8K | 0.13% | −1,788−28.6% | Reduced |
| Outlook Wealth Advisors, LLC | 4,442 | $590.1K | 0.21% | −1,006−18.5% | Reduced |
| ERn Financial, LLC | 4,258 | $586.8K | 0.11% | +4+0.1% | Added |
| US Asset Management LLC | 4,413 | $586.0K | 0.58% | +4,413 | New |
| Old National Bancorp | 4,395 | $583.8K | 0.02% | −1,960−30.8% | Reduced |
| Herr Investment Group LLC | 4,376 | $581.3K | 0.16% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,369 | $580.4K | 0.23% | +168+4.0% | Added |
| Edgestream Partners, L.P. | 4,363 | $579.6K | 0.04% | +113+2.7% | Added |
| St Germain D J Co Inc | 4,358 | $578.9K | 0.03% | −260−5.6% | Reduced |
| Meeder Asset Management Inc | 4,347 | $577.5K | 0.04% | +3,736+611.5% | Added |
| Two Sigma Securities, LLC | 4,347 | $577.5K | 0.03% | +1,192+37.8% | Added |
| Continuum Advisory, LLC | 4,337 | $576.5K | 0.08% | −258−5.6% | Reduced |
| Vista Investment Management | 4,337 | $576.1K | 0.27% | −287−6.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,336 | $576.0K | 0.01% | +4,336 | New |
| Penbrook Management LLC | 4,330 | $575.2K | 0.39% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,322 | $574.1K | 0.27% | +4,322 | New |
| Ariel Investments, LLC | 4,316 | $573.3K | 0.01% | +275+6.8% | Added |
| Citizens National Bank Trust Department | 4,300 | $571.2K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,281 | $568.7K | 0.02% | +286+7.2% | Added |
| First National Bank & Trust Co of Newtown | 4,280 | $568.6K | 0.12% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 4,265 | $566.6K | 0.40% | +4,265 | New |
| Boston Family Office LLC | 4,225 | $561.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 4,221 | $560.7K | 0.02% | −30−0.7% | Reduced |
| Hoylecohen, LLC | 4,215 | $559.9K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,215 | $559.9K | 0.15% | −1,244−22.8% | Reduced |
| Confluence Wealth Services, Inc. | 4,194 | $557.1K | 0.06% | +1,079+34.6% | Added |
| KFG Wealth Management, LLC | 4,185 | $555.9K | 0.25% | +678+19.3% | Added |
| 9258 Wealth Management, LLC | 4,156 | $552.1K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,149 | $551.2K | 0.04% | +1,303+45.8% | Added |
| Principal Street Partners, LLC | 4,131 | $548.8K | 0.13% | −200−4.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,128 | $548.4K | 0.22% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,126 | $548.1K | 0.05% | +3,585+662.7% | Added |
| 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 |
| KMG Fiduciary Partners, LLC | 4,080 | $542.0K | 0.06% | 00.0% | Unchanged |
| Maia Wealth LLC | 4,079 | $541.9K | 0.22% | +4,079 | New |
| Retirement Planning Co of New England, Inc. | 4,075 | $541.3K | 0.24% | −225−5.2% | Reduced |
| Lafayette Investments, Inc. | 4,074 | $541.2K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,057 | $538.9K | 0.06% | −257−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,053 | $538.4K | 0.10% | +617+18.0% | Added |
| Fishman Jay A Ltd | 4,048 | $537.7K | 0.06% | −132−3.2% | Reduced |
| 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 |
| Wealthsource Partners, LLC | 4,006 | $532.2K | 0.03% | +91+2.3% | Added |
| Checchi Capital Advisers, LLC | 4,003 | $531.8K | 0.04% | +7+0.2% | Added |
| 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 |
| SRB Corp | 3,987 | $529.6K | 0.03% | +3,987 | New |
| CX Institutional | 3,898 | $517.8K | 0.03% | −94−2.4% | Reduced |
| Madrona Financial Services, LLC | 3,860 | $512.8K | 0.20% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,839 | $510.0K | 0.40% | +3,839 | New |
| Alpha Family Trust | 3,805 | $505.5K | 0.34% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,804 | $505.4K | 0.07% | +3,804 | New |
| Santori & Peters | 3,794 | $504.0K | 0.24% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,793 | $503.9K | 0.32% | +333+9.6% | Added |
| Stephenson National Bank & Trust | 3,772 | $501.1K | 0.25% | +77+2.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,759 | $499.3K | 0.12% | +3,759 | New |