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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.

Institutional holdersQ4 2023: 1,592 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2023: $71.6B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2023.

Institutions holding FISV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fermata Advisors, LLC2,047$271.9K0.06%+272+15.3%Added
Fielder Capital Group LLC2,043$271.4K0.16%+2,043New
Sigma Planning Corp2,032$269.9K0.02%−2,650−56.6%Reduced
Allstate Corp2,027$269.3K0.02%−48−2.3%Reduced
Cypress Capital Group2,016$267.8K0.03%−580−22.3%Reduced
Summit Financial, LLC2,012$267.3K0.02%+2,012New
Castleark Management LLC2,000$265.7K0.01%00.0%Unchanged
Biltmore Family Office, LLC2,000$265.7K0.05%00.0%Unchanged
Western Wealth Management, LLC1,996$265.1K0.02%+44+2.3%Added
Claro Advisors LLC1,984$263.6K0.06%+15+0.8%Added
West Family Investments, Inc.1,982$263.3K0.09%+38+2.0%Added
Old Port Advisors1,971$261.8K0.09%−36−1.8%Reduced
Everhart Financial Group, Inc.1,969$261.6K0.09%+111+6.0%Added
L2 Asset Management, LLC1,967$261.3K0.11%+1,524+344.0%Added
American Money Management, LLC1,963$260.8K0.06%00.0%Unchanged
Sargent Investment Group, LLC1,955$259.7K0.06%+10+0.5%Added
Gateway Investment Advisers LLC1,947$258.6K0.00%−163−7.7%Reduced
Angeles Wealth Management, LLC1,947$258.6K0.03%+19+1.0%Added
Spectrum Investment Advisors, Inc.1,943$258.1K0.20%+1,943New
Keystone Financial Services1,941$257.8K0.12%−3−0.2%Reduced
Wealth Management Associates, Inc.1,938$257.4K0.14%00.0%Unchanged
LCNB Corp1,930$256.4K0.10%00.0%Unchanged
Essex Financial Services, Inc.1,918$254.8K0.03%+1,918New
Strategic Blueprint, LLC1,913$254.1K0.02%+41+2.2%Added
M3 Advisory Group, LLC1,913$254.1K0.30%+1,913New
Hennion & Walsh Asset Management, Inc.1,906$253.2K0.01%+1,906New
CoreCap Advisors, LLC1,903$252.8K0.02%+1,903New
Leonteq Securities AG1,901$252.5K0.03%−1,366−41.8%Reduced
Perkins Coie Trust Co1,901$252.5K0.06%−12−0.6%Reduced
Perigon Wealth Management, LLC1,900$252.4K0.01%−26−1.3%Reduced
CKW Financial Group1,900$252.0K0.03%00.0%Unchanged
GeoWealth Management, LLC1,889$251.0K0.02%+1,133+149.9%Added
Goldstein Advisors, LLC1,887$250.7K0.04%−99−5.0%Reduced
Tobam1,864$248.0K0.02%−841−31.1%Reduced
Marcum Wealth, LLC1,865$247.7K0.03%−264−12.4%Reduced
Truepoint, Inc.1,863$247.5K0.01%+1,863New
BOK Financial Private Wealth, Inc.1,850$245.8K0.02%00.0%Unchanged
Orrstown Financial Services Inc1,846$245.2K0.20%+1,846New
Palogic Value Management, L.P.1,842$244.7K0.11%+1,842New
Capstone Investment Advisors, LLC1,839$244.3K0.00%−20,708−91.8%Reduced
Petrus Trust Company, LTA1,839$244.3K0.02%00.0%Unchanged
Boit C F David1,850$243.7K0.14%00.0%Unchanged
3Chopt Investment Partners, LLC1,833$243.5K0.09%+1,833New
Lodestar Private Asset Management LLC1,830$243.1K0.04%00.0%Unchanged
Plato Investment Management Ltd1,826$242.6K0.30%+1,826New
Norris Perne & French LLP1,818$241.5K0.02%+1,818New
Edge Capital Group, LLC1,816$241.2K0.01%−20−1.1%Reduced
Security National Bank of Sioux City Iowa1,792$238.0K0.18%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,783$236.8K0.06%+129+7.8%Added
Cutter & CO Brokerage, Inc.1,778$236.2K0.07%−42−2.3%Reduced
De Burlo Group Inc2,063$233.0K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.1,752$232.7K0.08%−7−0.4%Reduced
Mather Group, LLC.1,748$232.2K0.00%+1,748New
Jackson Creek Investment Advisors LLC1,740$231.0K0.09%+1,740New
Monterey Private Wealth, Inc.1,733$230.2K0.10%+1,733New
Ci Investments Inc.1,726$229.0K0.00%−89−4.9%Reduced
Schnieders Capital Management LLC1,722$228.8K0.05%+1,722New
LVZ Advisors, Inc.1,720$228.5K0.03%−280−14.0%Reduced
Harbour Trust & Investment Management Co1,714$227.7K0.03%+1,714New
Nicholas Hoffman & Company, LLC.1,704$226.4K0.01%+1,704New
Union Savings Bank1,700$225.8K0.13%00.0%Unchanged
IVC Wealth Advisors LLC1,700$225.8K0.14%+1,700New
Inspire Trust Co, N.A.1,689$224.4K0.23%+1,689New
Advanced Asset Management Advisors Inc1,680$223.2K0.05%−100−5.6%Reduced
Boomfish Wealth Group, LLC1,678$222.9K0.16%+1,678New
Portside Wealth Group, LLC1,676$222.6K0.04%+1,676New
Richwood Investment Advisors, LLC1,675$222.5K0.21%+1,675New
Rockland Trust Co1,672$222.1K0.01%+1,672New
Old Second National Bank of Aurora1,670$221.8K0.06%00.0%Unchanged
State of Wyoming1,655$219.8K0.04%+1,401+551.6%Added
Maxwell Wealth Strategies Inc.1,635$217.2K0.14%+1,635New
Security Financial Services, INC.1,631$216.7K0.05%+1,631New
O'Dell Group, LLC1,608$213.6K0.06%+1,608New
25 LLC1,608$213.6K0.11%+1,608New
1858 Wealth Management, LLC1,606$213.3K0.20%+1,606New
WoodTrust Financial Corp1,602$213.0K0.04%−300−15.8%Reduced
Vision Capital Management, Inc.1,602$212.8K0.03%+1,602New
J.W. Cole Advisors, Inc.1,601$212.7K0.01%+1,601New
Alta Advisers Ltd1,600$212.5K0.11%00.0%Unchanged
All Terrain Financial Advisors, LLC1,600$212.5K0.10%+1,600New
Prevail Innovative Wealth Advisors, LLC1,600$212.5K0.10%+1,600New
Phillips Wealth Planners LLC1,538$212.0K0.26%+1,538New
Washington Trust Advisors, Inc.1,590$211.2K0.02%+6+0.4%Added
Psagot Value Holdings Ltd. / (Israel)1,580$211.0K0.10%−435−21.6%Reduced
Onefund, LLC1,586$210.7K0.27%+1,586New
Stonegate Investment Group, LLC1,580$209.9K0.01%+1,580New
SeaCrest Wealth Management, LLC1,567$207.7K0.03%+1,567New
Isthmus Partners, LLC1,558$207.0K0.03%+1,558New
KCM Investment Advisors LLC1,548$205.6K0.01%+1,548New
Park Place Capital Corp1,546$205.4K0.08%00.0%Unchanged
First Trust Investment Solutions L.P.1,540$204.6K0.04%+1,540New
Bellevue Asset Management, LLC1,540$204.6K0.18%00.0%Unchanged
Verus Capital Partners, LLC1,539$204.4K0.03%+1,539New
Latitude Advisors, LLC1,527$202.8K0.14%+1,527New
Chemistry Wealth Management LLC1,511$200.7K0.06%+1,511New
Coppell Advisory Solutions LLC1,499$199.1K0.04%+1,199+399.7%Added
City State Bank1,495$199.0K0.10%00.0%Unchanged
Wetzel Investment Advisors, Inc.1,495$199.0K0.12%+1,495New
Rakuten Investment Management, Inc.1,491$198.9K0.00%+1,491New
Proequities, Inc.1,493$198.3K0.01%−12−0.8%Reduced