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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 1,456 | $193.4K | 0.04% | +1,456 | New |
| First Foundation Advisors | 1,425 | $189.3K | 0.01% | −1,254−46.8% | Reduced |
| Osterweis Capital Management Inc | 1,423 | $189.0K | 0.01% | −567−28.5% | Reduced |
| Financial Management Professionals, Inc. | 1,426 | $189.0K | 0.03% | −66−4.4% | Reduced |
| Glassman Wealth Services | 1,409 | $187.2K | 0.03% | −2−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,403 | $186.4K | 0.04% | +184+15.1% | Added |
| Centaurus Financial, Inc. | 1,390 | $185.0K | 0.01% | +1,390 | New |
| Hazlett, Burt & Watson, Inc. | 1,378 | $184.0K | 0.12% | −1,240−47.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,629 | $184.0K | 0.00% | +475+41.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,379 | $183.2K | 0.09% | −10−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 1,379 | $183.2K | 0.16% | +1,379 | New |
| JFS Wealth Advisors, LLC | 1,361 | $180.8K | 0.02% | +27+2.0% | Added |
| Sandy Spring Bank | 1,311 | $174.2K | 0.01% | −118−8.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,239 | $164.6K | 0.02% | +1,239 | New |
| Farther Finance Advisors, LLC | 1,239 | $164.5K | 0.01% | +762+159.7% | Added |
| Evergreen Private Wealth LLC | 1,229 | $163.3K | 0.09% | +1,229 | New |
| Princeton Global Asset Management LLC | 1,201 | $159.5K | 0.04% | +1,201 | New |
| Security National Bank | 1,200 | $159.4K | 0.04% | +1,200 | New |
| Concord Wealth Partners | 1,184 | $157.3K | 0.03% | −526−30.8% | Reduced |
| Baystate Wealth Management LLC | 1,179 | $156.6K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,172 | $155.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,143 | $151.8K | 0.02% | +2+0.2% | Added |
| JNBA Financial Advisors | 1,114 | $148.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,113 | $147.9K | 0.10% | +488+78.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,042 | $139.0K | 0.00% | +1,042 | New |
| Compagnie Lombard Odier SCmA | 1,000 | $132.8K | 0.00% | −49−4.7% | Reduced |
| Atwood & Palmer Inc | 1,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 900 | $119.6K | 0.01% | −570−38.8% | Reduced |
| Evermay Wealth Management LLC | 882 | $117.2K | 0.02% | +6+0.7% | Added |
| Kapitalo Investimentos Ltda | 877 | $116.5K | 0.02% | −1,232−58.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $115.8K | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 844 | $112.1K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 834 | $110.8K | 0.03% | +834 | New |
| AJOVista, LLC | 811 | $107.7K | 0.14% | +811 | New |
| Roble, Belko & Company, Inc | 800 | $106.0K | 0.02% | +800 | New |
| Tompkins Financial Corp | 782 | $103.9K | 0.01% | +782 | New |
| Arcadia Investment Management Corp | 781 | $103.7K | 0.02% | +286+57.8% | Added |
| Rothschild Investment LLC | 722 | $95.9K | 0.01% | +722 | New |
| WFA Asset Management Corp | 712 | $94.6K | 0.05% | −20−2.7% | Reduced |
| Bank of New Hampshire | 710 | $94.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 701 | $93.0K | 0.06% | −1−0.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $93.0K | 0.08% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $92.2K | 0.00% | +59+9.3% | Added |
| Thompson Siegel & Walmsley LLC | 662 | $88.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 662 | $87.9K | 0.07% | −257−28.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 655 | $87.0K | 0.02% | +655 | New |
| Hallmark Capital Management Inc | 635 | $84.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 633 | $84.1K | 0.03% | −164−20.6% | Reduced |
| Global Trust Asset Management, LLC | 606 | $80.5K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $80.0K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 593 | $78.8K | 0.02% | +593 | New |
| MV Capital Management, Inc. | 592 | $78.6K | 0.01% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 584 | $77.6K | 0.00% | −146−20.0% | Reduced |
| Eagle Bay Advisors LLC | 577 | $76.6K | 0.05% | −10−1.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 571 | $75.9K | 0.03% | +1+0.2% | Added |
| AllSquare Wealth Management LLC | 555 | $73.7K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 543 | $72.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 501 | $66.6K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 508 | $66.3K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 494 | $65.6K | 0.03% | −2,396−82.9% | Reduced |
| Zions Bancorporation, N.A. | 491 | $65.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $60.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 454 | $60.3K | 0.04% | +454 | New |
| Laurel Wealth Advisors LLC | 440 | $58.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $57.1K | 0.03% | +430 | New |
| EntryPoint Capital, LLC | 429 | $57.0K | 0.05% | +429 | New |
| Bruce G. Allen Investments, LLC | 426 | $56.6K | 0.05% | +426 | New |
| RFP Financial Group LLC | 422 | $56.1K | 0.02% | +223+112.1% | Added |
| Annapolis Financial Services, LLC | 416 | $55.3K | 0.01% | +130+45.5% | Added |
| Optiver Holding B.V. | 409 | $54.3K | 0.00% | +409 | New |
| Tradition Wealth Management, LLC | 406 | $54.0K | 0.01% | +45+12.5% | Added |
| Cambridge Trust Co | 402 | $53.4K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $53.1K | 0.04% | +400 | New |
| Fred Alger Management, LLC | 397 | $52.7K | 0.00% | −8−2.0% | Reduced |
| Goodman Advisory Group, LLC | 395 | $52.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 392 | $52.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 387 | $51.4K | 0.03% | −115−22.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 385 | $51.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 351 | $46.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 350 | $46.5K | 0.01% | +16+4.8% | Added |
| BFSG, LLC | 344 | $45.7K | 0.01% | +344 | New |
| Hexagon Capital Partners LLC | 336 | $44.6K | 0.01% | +83+32.8% | Added |
| BKM Wealth Management, LLC | 335 | $44.5K | 0.02% | +335 | New |
| Capital Advisors, Ltd. LLC | 333 | $44.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 330 | $43.8K | 0.04% | +330 | New |
| Loomis Sayles & Co L P | 315 | $42.0K | 0.00% | −60−16.0% | Reduced |
| IAG Wealth Partners, LLC | 305 | $40.5K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 301 | $40.0K | 0.09% | −5,367−94.7% | Reduced |
| Salomon & Ludwin, LLC | 349 | $39.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $39.1K | 0.01% | +29+10.9% | Added |
| Versant Capital Management, Inc | 283 | $37.6K | 0.01% | −21−6.9% | Reduced |
| Quarry LP | 273 | $36.3K | 0.02% | −11−3.9% | Reduced |
| McIlrath & Eck, LLC | 272 | $36.1K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $33.2K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 243 | $32.3K | 0.03% | +243 | New |
| Canton Hathaway, LLC | 240 | $32.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 240 | $31.9K | 0.00% | −7−2.8% | Reduced |
| Colonial Trust Advisors | 238 | $31.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 236 | $31.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 232 | $30.8K | 0.00% | 00.0% | Unchanged |