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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 2,638 | $350.4K | 0.04% | +766+40.9% | Added |
| Gradient Investments LLC | 2,635 | $350.0K | 0.01% | −150−5.4% | Reduced |
| Meyer Handelman Co | 2,628 | $349.1K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 2,626 | $348.8K | 0.03% | +2,626 | New |
| Norwood Financial Corp | 2,625 | $348.7K | 0.53% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,611 | $346.8K | 0.01% | −330−11.2% | Reduced |
| Belpointe Asset Management LLC | 2,607 | $346.3K | 0.03% | +308+13.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,600 | $345.4K | 0.04% | −94−3.5% | Reduced |
| Adviser Investments LLC | 2,599 | $345.3K | 0.00% | +2,599 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,574 | $341.7K | 0.08% | +2,574 | New |
| Entropy Technologies, LP | 2,571 | $341.5K | 0.06% | +2,571 | New |
| Ingalls & Snyder LLC | 2,568 | $341.0K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,567 | $341.0K | 0.26% | +2,567 | New |
| Private Trust Co NA | 2,566 | $340.9K | 0.04% | +386+17.7% | Added |
| Wolverine Trading, LLC | 2,566 | $340.9K | 0.00% | +2,566 | New |
| Dearborn Partners LLC | 2,545 | $338.1K | 0.01% | +2,545 | New |
| Oakworth Capital, Inc. | 2,542 | $337.7K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,541 | $337.5K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,540 | $337.4K | 0.07% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,536 | $336.9K | 0.14% | −80−3.1% | Reduced |
| Csenge Advisory Group | 2,536 | $336.9K | 0.02% | +472+22.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,517 | $334.4K | 0.05% | −16−0.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $332.1K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,495 | $331.4K | 0.08% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,487 | $330.4K | 0.24% | +2,487 | New |
| WBH Advisory Inc | 2,486 | $330.3K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,480 | $329.4K | 0.02% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,476 | $328.9K | 0.02% | +2,476 | New |
| Fairfield, Bush & Co. | 2,465 | $327.5K | 0.19% | −625−20.2% | Reduced |
| Vista Wealth Management Group, LLC | 2,464 | $327.3K | 0.03% | +16+0.7% | Added |
| Connecticut Wealth Management, LLC | 2,455 | $326.1K | 0.02% | +350+16.6% | Added |
| Tilt Investment Management Holdings, PBC | 2,448 | $325.2K | 0.35% | +2,448 | New |
| Leavell Investment Management, Inc. | 2,445 | $325.0K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,440 | $324.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,437 | $323.7K | 0.01% | +52+2.2% | Added |
| Childress Capital Advisors, LLC | 2,433 | $323.2K | 0.10% | −503−17.1% | Reduced |
| FDx Advisors, Inc. | 2,432 | $323.0K | 0.02% | −57−2.3% | Reduced |
| Peterson Wealth Services | 2,418 | $321.2K | 0.14% | +51+2.2% | Added |
| Avitas Wealth Management LLC | 2,414 | $320.7K | 0.05% | −15−0.6% | Reduced |
| CM Wealth Advisors LLC | 2,410 | $320.1K | 0.14% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,402 | $319.1K | 0.14% | −5−0.2% | Reduced |
| Corundum Group, Inc. | 2,400 | $318.8K | 0.16% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,379 | $316.0K | 0.04% | +178+8.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $315.6K | 0.19% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,364 | $314.0K | 0.13% | +2,364 | New |
| Resonant Capital Advisors, LLC | 2,362 | $313.8K | 0.03% | +134+6.0% | Added |
| Capital International Inc | 2,358 | $313.2K | 0.00% | +48+2.1% | Added |
| Trust Co of Toledo NA | 2,349 | $312.0K | 0.05% | −606−20.5% | Reduced |
| Truvestments Capital LLC | 2,347 | $311.8K | 0.14% | −33−1.4% | Reduced |
| Seelaus Asset Management LLC | 2,335 | $310.2K | 0.30% | −395−14.5% | Reduced |
| Waterloo Capital, L.P. | 2,329 | $309.4K | 0.05% | +2,329 | New |
| Aveo Capital Partners, LLC | 2,328 | $309.3K | 0.04% | −8−0.3% | Reduced |
| Inceptionr LLC | 2,325 | $308.9K | 0.22% | −7,122−75.4% | Reduced |
| Arrow Financial Corp | 2,325 | $308.9K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,323 | $308.6K | 0.03% | −27−1.1% | Reduced |
| PFG Investments, LLC | 2,320 | $308.2K | 0.06% | −35−1.5% | Reduced |
| MQS Management LLC | 2,316 | $307.7K | 0.17% | −2,134−48.0% | Reduced |
| Horan Securities, Inc. | 2,316 | $307.7K | 0.15% | −5−0.2% | Reduced |
| Fosun International Ltd | 2,313 | $307.3K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,299 | $305.5K | 0.05% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,293 | $304.6K | 0.08% | +5+0.2% | Added |
| West Coast Financial LLC | 2,292 | $304.5K | 0.04% | 00.0% | Unchanged |
| Power Corp of Canada | 2,290 | $304.2K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,289 | $304.0K | 0.07% | +2,289 | New |
| Harvest Fund Management Co., Ltd | 2,286 | $304.0K | 0.05% | +548+31.5% | Added |
| Lincoln National Corp | 2,264 | $300.8K | 0.01% | +2,264 | New |
| One Wealth Advisors, LLC | 2,261 | $300.4K | 0.06% | +27+1.2% | Added |
| Dogwood Wealth Management LLC | 2,234 | $296.8K | 0.23% | +2,234 | New |
| Fisher Asset Management, LLC | 2,231 | $296.4K | 0.00% | +2,231 | New |
| Fairhaven Wealth Management, LLC | 2,231 | $296.4K | 0.11% | +7+0.3% | Added |
| Center for Financial Planning, Inc. | 2,227 | $295.8K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,227 | $295.8K | 0.01% | +86+4.0% | Added |
| Greenwich Investment Management, Inc. | 2,223 | $295.0K | 0.22% | −79−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,215 | $294.2K | 0.02% | −27−1.2% | Reduced |
| SageView Advisory Group, LLC | 2,030 | $292.4K | 0.01% | +2,030 | New |
| Cape Cod Five Cents Savings Bank | 2,191 | $291.1K | 0.03% | −3,559−61.9% | Reduced |
| Dakota Wealth Management | 2,185 | $290.3K | 0.01% | +2,185 | New |
| Dechtman Wealth Management, LLC | 2,188 | $290.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 2,176 | $289.1K | 0.05% | −12−0.5% | Reduced |
| IHT Wealth Management, LLC | 2,137 | $283.9K | 0.01% | +3+0.1% | Added |
| Canandaigua National Bank & Trust Co | 2,133 | $283.3K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,131 | $283.1K | 0.22% | −10.0% | Reduced |
| Sage Mountain Advisors LLC | 2,131 | $283.1K | 0.03% | +119+5.9% | Added |
| Chicago Partners Investment Group LLC | 2,019 | $282.7K | 0.01% | −118−5.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,126 | $282.4K | 0.05% | +121+6.0% | Added |
| Keudell/Morrison Wealth Management | 2,116 | $281.1K | 0.09% | −25−1.2% | Reduced |
| Baron Wealth Management LLC | 2,115 | $281.0K | 0.15% | +6+0.3% | Added |
| Jacobsen Capital Management | 2,112 | $280.6K | 0.14% | −87−4.0% | Reduced |
| Uncommon Cents Investing LLC | 2,100 | $279.0K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 2,100 | $279.0K | 0.00% | +6+0.3% | Added |
| Fort Washington Investment Advisors Inc | 2,099 | $278.8K | 0.00% | −286−12.0% | Reduced |
| Excalibur Management Corp | 2,094 | $278.2K | 0.13% | +250+13.6% | Added |
| Trueblood Wealth Management, LLC | 2,089 | $277.5K | 0.17% | +2,089 | New |
| Independence Bank of Kentucky | 2,086 | $277.1K | 0.10% | +591+39.5% | Added |
| Watershed Asset Management, L.L.C. | 2,071 | $275.1K | 0.32% | −197−8.7% | Reduced |
| Prestige Wealth Management Group LLC | 2,067 | $274.6K | 0.06% | +185+9.8% | Added |
| Physicians Financial Services, Inc. | 2,065 | $274.0K | 0.10% | −150−6.8% | Reduced |
| Western Pacific Wealth Management, LP | 2,062 | $273.9K | 0.20% | +95+4.8% | Added |
| Proficio Capital Partners LLC | 2,059 | $273.5K | 0.03% | +47+2.3% | Added |
| Arden Trust Co | 2,052 | $272.6K | 0.04% | −112−5.2% | Reduced |