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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
Private Wealth Management Group, LLC226$30.0K0.01%+226New
Fortitude Family Office, LLC208$27.6K0.02%+208New
West Oak Capital, LLC200$27.0K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC204$27.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC205$27.0K0.00%+22+12.0%Added
Halpern Financial, Inc.202$26.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC192$25.5K0.01%00.0%Unchanged
Wiser Advisor Group LLC190$25.2K0.04%+190New
Grove Bank & Trust184$24.4K0.00%+50+37.3%Added
Clear Point Advisors Inc.184$24.4K0.02%+184New
Itau Unibanco Holding S.A.181$24.0K0.00%−504−73.6%Reduced
Garner Asset Management Corp160$22.9K0.01%+160New
Institutional & Family Asset Management, LLC170$22.6K0.00%+1+0.6%Added
MCF Advisors LLC165$21.9K0.00%+115+230.0%Added
Resurgent Financial Advisors LLC162$21.5K0.01%+162New
Hoey Investments, Inc154$20.5K0.01%−64−29.4%Reduced
Boyd Watterson Asset Management LLC149$19.8K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC134$17.8K0.00%00.0%Unchanged
Lummis Asset Management, LP134$17.8K0.01%+134New
Arlington Trust Co LLC125$16.6K0.00%+39+45.3%Added
West Branch Capital LLC120$15.9K0.01%00.0%Unchanged
Abound Wealth Management119$15.8K0.01%+2+1.7%Added
Main Street Group, LTD118$15.7K0.01%+118New
Moisand Fitzgerald Tamayo, LLC110$14.6K0.00%00.0%Unchanged
Beacon Capital Management, LLC127$14.3K0.00%−44−25.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA103$14.0K0.01%+103New
Godsey & Gibb Associates100$13.3K0.00%00.0%Unchanged
Silicon Valley Capital Partners100$13.3K0.00%00.0%Unchanged
Pineridge Advisors LLC98$13.0K0.00%+98New
Pathway Financial Advisers, LLC95$12.6K0.00%00.0%Unchanged
Archer Investment Corp93$12.4K0.00%00.0%Unchanged
Aspect Partners, LLC93$12.4K0.01%+93New
PFS Partners, LLC90$12.0K0.01%00.0%Unchanged
Delta Asset Management LLC90$12.0K0.00%00.0%Unchanged
Northwest Financial Advisors88$11.7K0.01%+88New
Sachetta, LLC82$10.9K0.01%+82New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna80$10.6K0.00%+80New
Global Wealth Management Investment Advisory, Inc.75$9.96K0.00%+75New
Arlington Partners LLC73$9.70K0.00%−13−15.1%Reduced
HighMark Wealth Management LLC73$9.70K0.01%+5+7.4%Added
Richardson Financial Services Inc.69$9.17K0.01%+69New
Red Tortoise LLC67$8.90K0.01%00.0%Unchanged
Centennial Bank64$8.50K0.01%00.0%Unchanged
Raffa Wealth Management, LLC63$8.37K0.00%00.0%Unchanged
REAP Financial Group, LLC63$8.33K0.00%+63New
JJJ Advisors Inc.61$8.10K0.00%+44+258.8%Added
Asset Dedication, LLC87$8.00K0.00%−1−1.1%Reduced
Long Island Wealth Management, Inc.63$8.00K0.01%+63New
Laffer Tengler Investments59$7.84K0.00%+59New
CNB Bank56$7.44K0.00%00.0%Unchanged
Clear Investment Research, LLC55$7.31K0.01%+55New
TSFG, LLC54$7.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.52$6.91K0.00%00.0%Unchanged
Activest Wealth Management51$6.78K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$6.64K0.00%00.0%Unchanged
Your Advocates Ltd., LLP50$6.64K0.00%00.0%Unchanged
Tortoise Investment Management, LLC48$6.38K0.00%00.0%Unchanged
Avion Wealth43$6.00K0.00%−24−35.8%Reduced
Householder Group Estate & Retirement Specialist, LLC51$6.00K0.00%00.0%Unchanged
Dunhill Financial, LLC43$5.71K0.01%+43New
Bogart Wealth, LLC42$5.58K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$5.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$4.65K0.00%00.0%Unchanged
Scarborough Advisors, LLC35$4.65K0.00%+35New
Lee Financial Co34$4.52K0.00%+18+112.5%Added
Missouri Trust & Investment Co34$4.52K0.00%00.0%Unchanged
Retirement Group, LLC32$4.25K0.00%+12+60.0%Added
DiNuzzo Private Wealth, Inc.32$4.25K0.00%+32New
Macroview Investment Management LLC30$3.99K0.00%−34−53.1%Reduced
Valued Wealth Advisors LLC34$3.84K0.00%+34New
Trifecta Capital Advisors, LLC28$3.72K0.00%00.0%Unchanged
Wolff Wiese Magana LLC25$3.32K0.00%00.0%Unchanged
Planning Capital Management Corp24$3.19K0.00%+24New
FSA Wealth Management LLC23$3.00K0.00%+23New
TFC Financial Management22$2.92K0.00%−4−15.4%Reduced
New Millennium Group LLC21$2.79K0.00%−116−84.7%Reduced
Abich Financial Wealth Management LLC20$2.66K0.00%+20New
Frank, Rimerman Advisors LLC16$2.13K0.00%+16New
Plante Moran Financial Advisors, LLC15$1.99K0.00%+15New
Provence Wealth Management Group14$1.86K0.00%00.0%Unchanged
POM Investment Strategies, LLC13$1.73K0.00%+13New
Tfo-TDC, LLC10$1.33K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$1.33K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$1.33K0.00%00.0%Unchanged
Bangor Savings Bank10$1.33K0.00%00.0%Unchanged
Global Financial Private Client, LLC10$1.33K0.00%00.0%Unchanged
Valley National Advisers Inc14$1.00K0.00%+14New
Rosenberg Matthew Hamilton6$7970.00%00.0%Unchanged
Highline Wealth Partners LLC2$2660.00%00.0%Unchanged
Motco1$1330.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$1330.00%+1New
Sofos Investments, Inc.0$30.00%0Unchanged
Echo Street Capital Management LLC0$00.00%−2,977,187−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−104,109−100.0%Sold out
Seven Eight Capital, LP0$00.00%−81,147−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−69,100−100.0%Sold out
Longbow Finance SA0$00.00%−67,371−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−49,801−100.0%Sold out
FORA Capital, LLC0$00.00%−47,989−100.0%Sold out
Tiff Advisory Services Inc0$00.00%−40,986−100.0%Sold out