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 |
|---|---|---|---|---|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 129,000 | $17.1M | 3.90% | 00.0% | Unchanged |
| Vident Advisory, LLC | 128,772 | $17.1M | 0.43% | +22,088+20.7% | Added |
| Los Angeles Capital Management LLC | 128,298 | $17.0M | 0.06% | +73,688+134.9% | Added |
| LS Investment Advisors, LLC | 127,782 | $17.0M | 2.94% | −9,075−6.6% | Reduced |
| McRae Capital Management Inc | 126,944 | $16.9M | 4.22% | +21,529+20.4% | Added |
| Bath Savings Trust Co | 126,930 | $16.9M | 1.89% | −3,453−2.6% | Reduced |
| Calamos Advisors LLC | 126,810 | $16.8M | 0.09% | −1,656−1.3% | Reduced |
| IFM Investors Pty Ltd | 125,228 | $16.6M | 0.20% | −1,470−1.2% | Reduced |
| Texas Permanent School Fund | 123,931 | $16.5M | 0.14% | −2,041−1.6% | Reduced |
| ProShare Advisors LLC | 123,917 | $16.5M | 0.05% | −10,334−7.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 122,397 | $16.3M | 1.25% | −1,255−1.0% | Reduced |
| Stanley Capital Management, LLC | 121,559 | $16.1M | 3.98% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 120,445 | $16.0M | 0.09% | +1,892+1.6% | Added |
| RSM US Wealth Management LLC | 118,573 | $15.8M | 0.43% | −1,405−1.2% | Reduced |
| MML Investors Services, LLC | 118,557 | $15.7M | 0.07% | +19,024+19.1% | Added |
| Stansberry Asset Management, LLC | 118,325 | $15.7M | 2.61% | −16,862−12.5% | Reduced |
| DnB Asset Management AS | 118,115 | $15.7M | 0.08% | +2,368+2.0% | Added |
| CIBC Asset Management Inc | 116,934 | $15.5M | 0.06% | −7,765−6.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 116,620 | $15.5M | 3.24% | +24,306+26.3% | Added |
| First Trust Advisors LP | 113,946 | $15.1M | 0.02% | −90,336−44.2% | Reduced |
| Fifth Third Bancorp | 113,733 | $15.1M | 0.06% | −12,424−9.8% | Reduced |
| Palisade Capital Management LLC | 113,554 | $15.1M | 0.40% | −648−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 111,526 | $14.8M | 0.05% | +438+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,283 | $14.7M | 0.18% | −8,300−7.0% | Reduced |
| Prana Capital Management, LP | 110,010 | $14.6M | 0.86% | −266,894−70.8% | Reduced |
| Commonwealth Equity Services, LLC | 109,556 | $14.6M | 0.03% | +2,932+2.7% | Added |
| Jupiter Asset Management Ltd | 109,520 | $14.5M | 0.14% | −334,091−75.3% | Reduced |
| Engle Capital Management, L.P. | 108,000 | $14.3M | 5.03% | +108,000 | New |
| Brant Point Investment Management LLC | 107,976 | $14.3M | 3.43% | −1,540−1.4% | Reduced |
| Covington Investment Advisors Inc. | 107,362 | $14.3M | 2.59% | +3,270+3.1% | Added |
| WS Portfolio Advisory, LLC | 106,600 | $14.2M | 2.62% | +106,600 | New |
| Czech National Bank | 105,143 | $14.0M | 0.20% | −1,405−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 104,671 | $13.9M | 0.81% | +290.0% | Added |
| Kelly Lawrence W & Associates Inc | 104,667 | $13.9M | 3.34% | +210+0.2% | Added |
| Zacks Investment Management | 104,244 | $13.8M | 0.17% | +2,326+2.3% | Added |
| Utah Retirement Systems | 103,760 | $13.8M | 0.18% | −1,000−1.0% | Reduced |
| CCM Investment Advisers LLC | 103,558 | $13.8M | 1.69% | +1,894+1.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 103,250 | $13.7M | 0.42% | −1,041−1.0% | Reduced |
| Xponance, Inc. | 102,940 | $13.7M | 0.16% | +13,525+15.1% | Added |
| APG Asset Management N.V. | 113,193 | $13.6M | 0.03% | +23,593+26.3% | Added |
| Busey Wealth Management | 98,111 | $13.0M | 0.50% | −548−0.6% | Reduced |
| Trexquant Investment LP | 97,614 | $13.0M | 0.29% | +54,141+124.5% | Added |
| Foyston, Gordon, & Payne Inc | 97,323 | $12.9M | 3.25% | −25,940−21.0% | Reduced |
| Formuepleje A/S | 97,286 | $12.9M | 0.92% | +97,286 | New |
| Degroof Petercam Asset Management | 96,800 | $12.9M | 0.17% | +96,800 | New |
| USS Investment Management Ltd | 96,764 | $12.9M | 0.12% | −8,760−8.3% | Reduced |
| Vestor Capital, LLC | 96,289 | $12.8M | 1.22% | +3,649+3.9% | Added |
| Agf Management Ltd | 94,260 | $12.5M | 0.07% | −4,833−4.9% | Reduced |
| CIBC World Markets Inc. | 94,112 | $12.5M | 0.04% | +23,359+33.0% | Added |
| New York Life Investment Management LLC | 93,889 | $12.5M | 0.13% | −21,843−18.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 93,330 | $12.4M | 0.69% | +93,330 | New |
| Tower Research Capital LLC (TRC) | 92,967 | $12.3M | 0.15% | +52,276+128.5% | Added |
| LSV Asset Management | 91,100 | $12.1M | 0.03% | +30,100+49.3% | Added |
| Robertson Opportunity Capital, LLC | 91,083 | $12.1M | 5.31% | 00.0% | Unchanged |
| Broderick Brian C | 90,361 | $12.0M | 3.00% | +2,397+2.7% | Added |
| Lee Danner & Bass Inc | 90,061 | $12.0M | 1.02% | −882−1.0% | Reduced |
| Shelton Capital Management | 90,062 | $12.0M | 0.38% | +6,989+8.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 89,374 | $11.9M | 1.04% | +834+0.9% | Added |
| GAM Holding AG | 89,154 | $11.8M | 0.88% | −88−0.1% | Reduced |
| Kidder Stephen W | 89,039 | $11.8M | 3.81% | −480−0.5% | Reduced |
| Logan Capital Management Inc | 87,824 | $11.7M | 0.54% | −1,413−1.6% | Reduced |
| Baldwin Brothers Inc | 87,741 | $11.7M | 0.92% | −2,701−3.0% | Reduced |
| Hunter Associates Investment Management LLC | 87,068 | $11.6M | 2.12% | +411+0.5% | Added |
| Bell Asset Management Ltd | 86,892 | $11.5M | 1.76% | −3,318−3.7% | Reduced |
| Allianz Asset Management GmbH | 85,973 | $11.4M | 0.02% | −17,009−16.5% | Reduced |
| Oppenheimer Asset Management Inc. | 85,798 | $11.4M | 0.16% | −15,550−15.3% | Reduced |
| Point72 Middle East FZE | 85,543 | $11.4M | 0.79% | −42,178−33.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 84,228 | $11.2M | 2.28% | −480−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 83,659 | $11.1M | 0.41% | −110.0% | Reduced |
| First National Trust Co | 83,600 | $11.1M | 0.49% | −11,174−11.8% | Reduced |
| ClariVest Asset Management LLC | 81,614 | $10.8M | 0.60% | −15,820−16.2% | Reduced |
| M&G Investment Management Ltd | 81,032 | $10.8M | 0.06% | −50,967−38.6% | Reduced |
| Gotham Asset Management, LLC | 81,103 | $10.8M | 0.20% | +69,187+580.6% | Added |
| Yousif Capital Management, LLC | 80,908 | $10.7M | 0.13% | −4,223−5.0% | Reduced |
| Redwood Grove Capital, LLC | 80,498 | $10.7M | 3.95% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 80,284 | $10.7M | 0.12% | −4,978−5.8% | Reduced |
| Puzo Michael J | 80,186 | $10.7M | 3.38% | −188−0.2% | Reduced |
| Ethic Inc. | 78,916 | $10.5M | 0.31% | +5,601+7.6% | Added |
| Legacy Private Trust Co. | 78,078 | $10.4M | 0.82% | −2,743−3.4% | Reduced |
| Venturi Wealth Management, LLC | 77,874 | $10.3M | 0.73% | +875+1.1% | Added |
| Perennial Advisors, LLC | 77,720 | $10.3M | 2.54% | +309+0.4% | Added |
| Bailard, Inc. | 77,114 | $10.2M | 0.30% | +1,423+1.9% | Added |
| Romano Brothers and Company | 76,572 | $10.2M | 1.51% | −1,380−1.8% | Reduced |
| Core Alternative Capital | 76,417 | $10.2M | 1.74% | −33,215−30.3% | Reduced |
| Matrix Asset Advisors Inc | 75,549 | $10.0M | 1.28% | −5,894−7.2% | Reduced |
| Bellecapital International Ltd. | 75,379 | $10.0M | 2.27% | +2,048+2.8% | Added |
| Intech Investment Management LLC | 74,985 | $9.96M | 0.15% | +6,385+9.3% | Added |
| Prio Wealth Limited Partnership | 74,798 | $9.94M | 0.34% | −40−0.1% | Reduced |
| State of Alaska, Department of Revenue | 74,573 | $9.90M | 0.12% | −7,615−9.3% | Reduced |
| Running Oak Capital LLC | 74,201 | $9.86M | 1.94% | +9,230+14.2% | Added |
| Captrust Financial Advisors | 73,410 | $9.75M | 0.03% | −6,109−7.7% | Reduced |
| Bragg Financial Advisors, Inc | 72,337 | $9.61M | 0.46% | +339+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 71,994 | $9.56M | 0.03% | −12,497−14.8% | Reduced |
| Daiwa Securities Group Inc. | 71,740 | $9.53M | 0.06% | −2,328−3.1% | Reduced |
| American National Bank | 71,677 | $9.52M | 1.50% | +5,410+8.2% | Added |
| Nissay Asset Management Corp | 71,474 | $9.49M | 0.08% | +617+0.9% | Added |
| Headinvest, LLC | 70,852 | $9.41M | 1.96% | −390−0.5% | Reduced |
| Bahl & Gaynor Inc | 70,830 | $9.41M | 0.06% | −408−0.6% | Reduced |
| Webster Bank, N. A. | 70,705 | $9.39M | 1.15% | +365+0.5% | Added |
| Addenda Capital Inc. | 70,558 | $9.37M | 0.37% | −533−0.7% | Reduced |