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 |
|---|---|---|---|---|---|
| Copperleaf Capital, LLC | 3,747 | $497.8K | 0.51% | −221−5.6% | Reduced |
| Citadel Investment Advisory, Inc. | 3,740 | $497.0K | 0.31% | −232−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 3,732 | $495.7K | 0.04% | −36−1.0% | Reduced |
| Quotient Wealth Partners, LLC | 3,693 | $490.5K | 0.02% | +3,693 | New |
| Parallel Advisors, LLC | 3,689 | $490.0K | 0.01% | −240−6.1% | Reduced |
| Quadcap Wealth Management, LLC | 3,689 | $490.0K | 0.13% | +3,689 | New |
| Silver Oak Securities, Inc | 3,664 | $486.8K | 0.07% | +1,206+49.1% | Added |
| Parkside Financial Bank & Trust | 3,662 | $486.5K | 0.09% | −62−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3,607 | $479.2K | 0.05% | +344+10.5% | Added |
| Curated Wealth Partners LLC | 3,595 | $477.6K | 0.08% | +241+7.2% | Added |
| Epiq Partners, LLC | 3,586 | $476.4K | 0.34% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,550 | $471.6K | 0.02% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,548 | $471.3K | 0.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,544 | $470.8K | 0.03% | +183+5.4% | Added |
| Cannell Peter B & Co Inc | 3,523 | $468.0K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 3,504 | $465.5K | 0.00% | +10+0.3% | Added |
| Holderness Investments Co | 3,500 | $464.9K | 0.13% | +1,205+52.5% | Added |
| Chicago Capital, LLC | 3,496 | $464.4K | 0.02% | +3,496 | New |
| Tiemann Investment Advisors, LLC | 3,495 | $464.3K | 0.23% | −450−11.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,480 | $462.3K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,473 | $461.4K | 0.06% | +3,473 | New |
| Symmetry Investments LP | 3,472 | $461.2K | 0.08% | +688+24.7% | Added |
| Foster & Motley Inc | 3,454 | $459.0K | 0.03% | −548−13.7% | Reduced |
| MMBG Investment Advisors Co. | 3,450 | $458.3K | 0.05% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,437 | $456.6K | 0.07% | +474+16.0% | Added |
| iA Global Asset Management Inc. | 3,413 | $453.0K | 0.01% | −4,717−58.0% | Reduced |
| Symmetry Partners, LLC | 3,387 | $452.0K | 0.02% | −258−7.1% | Reduced |
| Cookson Peirce & Co Inc | 3,381 | $449.0K | 0.03% | +19+0.6% | Added |
| Waldron Private Wealth LLC | 3,379 | $448.9K | 0.02% | −49−1.4% | Reduced |
| Geller Advisors LLC | 3,363 | $446.7K | 0.04% | +22+0.7% | Added |
| Boston Financial Mangement LLC | 3,318 | $440.8K | 0.01% | −8−0.2% | Reduced |
| Ironsides Asset Advisors, LLC | 3,310 | $439.7K | 0.19% | −715−17.8% | Reduced |
| Fidelis Capital Partners, LLC | 3,295 | $437.7K | 0.10% | +746+29.3% | Added |
| Wallace Advisory Group, LLC | 3,869 | $437.0K | 0.34% | −439−10.2% | Reduced |
| Smartleaf Asset Management LLC | 3,313 | $434.7K | 0.12% | +3,313 | New |
| MONECO Advisors, LLC | 3,268 | $434.1K | 0.08% | +268+8.9% | Added |
| Matisse Capital | 3,248 | $431.5K | 0.23% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,240 | $430.4K | 0.02% | −167−4.9% | Reduced |
| World Equity Group, Inc. | 3,236 | $429.9K | 0.09% | −846−20.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,226 | $428.5K | 0.11% | −806−20.0% | Reduced |
| Ritholtz Wealth Management | 3,214 | $426.9K | 0.02% | +230+7.7% | Added |
| Naples Global Advisors, LLC | 3,211 | $426.6K | 0.05% | −47−1.4% | Reduced |
| Wright Investors Service Inc | 3,211 | $426.5K | 0.12% | −21−0.6% | Reduced |
| Allworth Financial LP | 3,200 | $425.1K | 0.00% | +380+13.5% | Added |
| Marotta Asset Management | 3,200 | $425.1K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,197 | $425.0K | 0.18% | −343−9.7% | Reduced |
| Invesco, LLC | 3,192 | $424.0K | 0.20% | −51−1.6% | Reduced |
| Cowa, LLC | 3,185 | $423.1K | 0.26% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,179 | $422.3K | 0.09% | −55−1.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,148 | $418.2K | 0.14% | −1,124−26.3% | Reduced |
| Legacy Capital Group California, Inc. | 3,138 | $416.9K | 0.16% | +110+3.6% | Added |
| Atlantic Trust, LLC | 3,125 | $415.1K | 0.11% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3,112 | $413.4K | 0.13% | −105−3.3% | Reduced |
| Pointe Capital Management LLC | 3,111 | $413.3K | 0.29% | +46+1.5% | Added |
| Capula Management Ltd | 3,111 | $413.3K | 0.03% | +3,111 | New |
| Teza Capital Management LLC | 3,095 | $411.1K | 0.07% | −40,658−92.9% | Reduced |
| Keebeck Alpha, LP | 3,088 | $410.2K | 0.32% | +3,088 | New |
| Riverbridge Partners LLC | 3,080 | $409.1K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,888 | $408.2K | 0.08% | −40−1.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,071 | $408.0K | 0.55% | +183+6.3% | Added |
| Optas, LLC | 3,069 | $407.7K | 0.12% | −58−1.9% | Reduced |
| AtonRa Partners | 3,060 | $406.5K | 0.81% | −593−16.2% | Reduced |
| King Luther Capital Management Corp | 3,055 | $405.8K | 0.00% | +3,055 | New |
| Forte Capital LLC | 3,047 | $404.8K | 0.06% | −116−3.7% | Reduced |
| Wambolt & Associates, LLC | 3,044 | $404.4K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,042 | $404.1K | 0.04% | −213−6.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,011 | $400.0K | 0.01% | +4+0.1% | Added |
| Waypoint Capital Advisors, LLC | 3,000 | $398.5K | 0.12% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $397.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,978 | $395.6K | 0.00% | −10,221−77.4% | Reduced |
| Financial Counselors Inc | 2,951 | $392.0K | 0.01% | −365−11.0% | Reduced |
| TD Private Client Wealth LLC | 2,949 | $391.7K | 0.01% | +458+18.4% | Added |
| Long Run Wealth Advisors, LLC | 2,943 | $390.9K | 0.11% | −46−1.5% | Reduced |
| Pegasus Partners Ltd. | 2,921 | $388.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 2,921 | $388.0K | 0.02% | +237+8.8% | Added |
| Stock Yards Bank & Trust Co | 2,902 | $385.5K | 0.01% | −394−12.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,900 | $385.2K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,843 | $377.7K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 2,790 | $370.6K | 0.15% | +2,790 | New |
| Congress Wealth Management LLC | 2,785 | $370.0K | 0.01% | +822+41.9% | Added |
| Greatmark Investment Partners, Inc. | 2,785 | $370.0K | 0.06% | −525−15.9% | Reduced |
| Colonial Trust Co | 2,781 | $369.4K | 0.08% | −10−0.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,776 | $368.8K | 0.15% | +2,776 | New |
| Sheets Smith Wealth Management | 2,775 | $368.6K | 0.05% | +2,775 | New |
| Nebula Research & Development LLC | 2,771 | $368.1K | 0.11% | −5,002−64.4% | Reduced |
| Advisors Capital Management, LLC | 2,770 | $368.0K | 0.01% | −191−6.5% | Reduced |
| Enterprise Financial Services Corp | 2,766 | $367.4K | 0.22% | +830+42.9% | Added |
| BSW Wealth Partners | 2,745 | $364.6K | 0.07% | +178+6.9% | Added |
| Y.D. More Investments Ltd | 2,743 | $364.4K | 0.07% | +421+18.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,729 | $362.5K | 0.02% | +35+1.3% | Added |
| Salem Investment Counselors Inc | 2,707 | $359.6K | 0.01% | +160+6.3% | Added |
| ORG Partners LLC | 2,682 | $356.3K | 0.06% | +421+18.6% | Added |
| PDS Planning, Inc | 2,679 | $355.9K | 0.04% | −76−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,678 | $355.7K | 0.15% | +57+2.2% | Added |
| Kingswood Wealth Advisors, LLC | 2,672 | $354.9K | 0.04% | +647+32.0% | Added |
| Garden State Investment Advisory Services LLC | 2,669 | $354.6K | 0.15% | +283+11.9% | Added |
| Raleigh Capital Management Inc. | 2,657 | $353.0K | 0.16% | +108+4.2% | Added |
| Catalyst Financial Partners LLC | 2,652 | $352.3K | 0.10% | +38+1.5% | Added |
| Berry Wealth Group, LP | 2,652 | $352.3K | 0.32% | +2,652 | New |
| Sandler Capital Management | 2,650 | $352.0K | 0.05% | 00.0% | Unchanged |