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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 69,741 | $9.26M | 0.29% | −1,899−2.7% | Reduced |
| Woodstock Corp | 69,669 | $9.25M | 1.07% | +656+1.0% | Added |
| Shell Asset Management Co | 68,580 | $9.11M | 0.42% | −17,267−20.1% | Reduced |
| Pinnacle Financial Partners Inc | 66,620 | $8.85M | 0.21% | +351+0.5% | Added |
| Legal Advantage Investments, Inc. | 66,527 | $8.84M | 5.31% | −2,500−3.6% | Reduced |
| Pathstone Holdings, LLC | 66,181 | $8.80M | 0.05% | +66,181 | New |
| Steamboat Capital Partners, LLC | 65,918 | $8.76M | 3.29% | −10,843−14.1% | Reduced |
| Peapack Gladstone Financial Corp | 64,615 | $8.58M | 0.14% | −686−1.1% | Reduced |
| Papp L Roy & Associates | 63,882 | $8.49M | 1.05% | −967−1.5% | Reduced |
| Live Oak Private Wealth LLC | 63,829 | $8.48M | 1.59% | −712−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 63,175 | $8.39M | 0.29% | −553−0.9% | Reduced |
| Synovus Financial Corp | 63,085 | $8.38M | 0.12% | −11,353−15.3% | Reduced |
| Point72 Europe (London) LLP | 62,900 | $8.36M | 1.05% | +23,700+60.5% | Added |
| 1832 Asset Management L.P. | 62,871 | $8.35M | 0.02% | −4,912−7.2% | Reduced |
| River & Mercantile Asset Management LLP | 62,654 | $8.32M | 1.58% | −17,292−21.6% | Reduced |
| Aptus Capital Advisors, LLC | 62,631 | $8.32M | 0.25% | +329+0.5% | Added |
| Worldquant Millennium Advisors LLC | 62,074 | $8.25M | 0.12% | +52,644+558.3% | Added |
| Marks Group Wealth Management, Inc | 61,176 | $8.13M | 0.93% | −898−1.4% | Reduced |
| Chesley Taft & Associates LLC | 60,475 | $8.03M | 0.45% | −555−0.9% | Reduced |
| Hantz Financial Services, Inc. | 60,453 | $8.03M | 0.18% | −3,773−5.9% | Reduced |
| Janney Montgomery Scott LLC | 60,199 | $8.00M | 0.03% | −2,570−4.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $7.97M | 0.11% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,326 | $7.88M | 0.10% | +665+1.1% | Added |
| McKinley Carter Wealth Services, Inc. | 59,323 | $7.88M | 0.58% | +7,689+14.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,035 | $7.84M | 0.03% | +1,069+1.8% | Added |
| Spire Wealth Management | 56,097 | $7.80M | 0.27% | +6,040+12.1% | Added |
| Tocqueville Asset Management L.P. | 58,402 | $7.76M | 0.14% | −160−0.3% | Reduced |
| Cozad Asset Management Inc | 58,173 | $7.73M | 0.89% | −1,511−2.5% | Reduced |
| Middleton & Co Inc | 57,944 | $7.70M | 0.96% | −290−0.5% | Reduced |
| FineMark National Bank & Trust | 57,607 | $7.65M | 0.31% | +451+0.8% | Added |
| Brinker Capital Investments, LLC | 56,526 | $7.64M | 0.09% | +343+0.6% | Added |
| Orion Portfolio Solutions, LLC | 56,526 | $7.64M | 0.09% | +343+0.6% | Added |
| AE Wealth Management LLC | 53,255 | $7.53M | 0.04% | −163,801−75.5% | Reduced |
| M&R Capital Management Inc | 56,491 | $7.50M | 1.88% | −305−0.5% | Reduced |
| ProVise Management Group, LLC | 54,840 | $7.28M | 0.62% | +119+0.2% | Added |
| Smithbridge Asset Management Inc | 54,622 | $7.26M | 1.65% | −301−0.5% | Reduced |
| Carderock Capital Management Inc | 54,460 | $7.23M | 2.00% | +12,578+30.0% | Added |
| Atria Investments LLC | 54,410 | $7.23M | 0.11% | −604−1.1% | Reduced |
| Cheviot Value Management, LLC | 54,049 | $7.20M | 1.55% | −14,997−21.7% | Reduced |
| Builder Investment Group Inc | 54,136 | $7.19M | 2.58% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 53,245 | $7.07M | 1.73% | +43+0.1% | Added |
| Liberty Capital Management, Inc. | 53,232 | $7.07M | 1.86% | −1,225−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 53,223 | $7.07M | 0.19% | +1,557+3.0% | Added |
| Cox Capital Mgt LLC | 52,527 | $6.98M | 4.55% | −1,292−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 52,239 | $6.94M | 0.12% | +13,532+35.0% | Added |
| Redmond Asset Management, LLC | 52,225 | $6.94M | 2.24% | +1,341+2.6% | Added |
| Credit Agricole S A | 51,949 | $6.90M | 0.14% | +11,246+27.6% | Added |
| Cetera Advisor Networks LLC | 51,705 | $6.87M | 0.04% | +35+0.1% | Added |
| Verdence Capital Advisors LLC | 51,563 | $6.85M | 0.66% | +1,021+2.0% | Added |
| Jacobs & Co | 50,974 | $6.77M | 0.77% | −30−0.1% | Reduced |
| Brooktree Capital Management | 50,869 | $6.76M | 5.46% | −3,403−6.3% | Reduced |
| Gulf International Bank (UK) Ltd | 50,770 | $6.74M | 0.19% | −6,241−10.9% | Reduced |
| Hills Bank & Trust Co | 50,741 | $6.74M | 0.66% | −497−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,454 | $6.70M | 0.09% | −51,911−50.7% | Reduced |
| Oarsman Capital, Inc. | 50,434 | $6.70M | 1.78% | +333+0.7% | Added |
| ING Groep NV | 50,400 | $6.70M | 0.05% | +50,391+559,900.0% | Added |
| Eagle Asset Management Inc | 50,314 | $6.68M | 0.04% | −1,042−2.0% | Reduced |
| Notis-McConarty Edward | 49,955 | $6.64M | 2.65% | −260−0.5% | Reduced |
| CenterBook Partners LP | 49,862 | $6.62M | 0.81% | −20,383−29.0% | Reduced |
| PGGM Investments | 49,521 | $6.58M | 0.10% | +23,422+89.7% | Added |
| Delaney Dennis R | 49,456 | $6.57M | 3.89% | +170+0.3% | Added |
| Meridian Management Co | 45,138 | $6.51M | 1.85% | −977−2.1% | Reduced |
| Prudential PLC | 48,722 | $6.47M | 0.07% | −3,462−6.6% | Reduced |
| HM Payson & Co | 48,632 | $6.46M | 0.13% | −1,391−2.8% | Reduced |
| Two Point Capital Management, Inc. | 48,630 | $6.46M | 2.95% | +48,630 | New |
| GDS Wealth Management | 48,509 | $6.44M | 0.87% | +10,320+27.0% | Added |
| Close Asset Management Ltd | 48,146 | $6.40M | 0.27% | +3,995+9.0% | Added |
| Wilkins Investment Counsel Inc | 48,065 | $6.38M | 1.56% | −760−1.6% | Reduced |
| Guggenheim Capital LLC | 48,045 | $6.38M | 0.05% | +6,794+16.5% | Added |
| Kentucky Retirement Systems | 48,021 | $6.38M | 0.20% | −1,393−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 48,007 | $6.38M | 0.13% | +4,523+10.4% | Added |
| Thompson Investment Management, Inc. | 47,946 | $6.37M | 1.02% | −18,447−27.8% | Reduced |
| Palmer Knight Co | 47,690 | $6.34M | 3.82% | −66−0.1% | Reduced |
| Sendero Wealth Management, LLC | 47,683 | $6.33M | 1.19% | −6,924−12.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,141 | $6.26M | 0.30% | −140−0.3% | Reduced |
| Ayrshire Capital Management LLC | 47,108 | $6.26M | 3.61% | −120−0.3% | Reduced |
| Dillon & Associates Inc | 46,996 | $6.25M | 1.13% | +6,411+15.8% | Added |
| CMH Wealth Management LLC | 47,001 | $6.24M | 1.51% | +219+0.5% | Added |
| Oregon Public Employees Retirement Fund | 46,896 | $6.23M | 0.11% | −48,490−50.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,825 | $6.22M | 0.93% | −65−0.1% | Reduced |
| Maryland State Retirement & Pension System | 46,542 | $6.18M | 0.13% | −432−0.9% | Reduced |
| First Western Trust Bank | 46,127 | $6.13M | 0.30% | +63+0.1% | Added |
| Jones Financial Companies LLLP | 46,022 | $6.11M | 0.01% | +3,548+8.4% | Added |
| Diversified Trust Co | 45,872 | $6.09M | 0.20% | +786+1.7% | Added |
| M. Kraus & Co | 45,627 | $6.06M | 1.97% | −508−1.1% | Reduced |
| Karpas Strategies, LLC | 45,295 | $6.02M | 1.99% | −700−1.5% | Reduced |
| Choate Investment Advisors | 45,094 | $5.99M | 0.19% | +21,089+87.9% | Added |
| Marshall & Sullivan Inc | 44,546 | $5.92M | 3.13% | −1,223−2.7% | Reduced |
| Resources Management Corp | 44,517 | $5.91M | 0.88% | −390−0.9% | Reduced |
| John G Ullman & Associates Inc | 44,471 | $5.91M | 0.94% | −1,272−2.8% | Reduced |
| Heritage Trust Co | 43,995 | $5.84M | 0.82% | −809−1.8% | Reduced |
| Hohimer Wealth Management, LLC | 43,411 | $5.77M | 1.46% | +471+1.1% | Added |
| RMB Capital Management, LLC | 43,366 | $5.76M | 0.18% | −80.0% | Reduced |
| Marietta Investment Partners LLC | 43,287 | $5.75M | 1.43% | +18,398+73.9% | Added |
| Baker Ellis Asset Management LLC | 43,084 | $5.72M | 0.92% | −1,093−2.5% | Reduced |
| Patton Albertson Miller Group, LLC | 43,033 | $5.72M | 0.95% | +7,107+19.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 42,891 | $5.70M | 0.02% | +42,890+4,289,000.0% | Added |
| Kovitz Investment Group Partners, LLC | 42,612 | $5.66M | 0.09% | −1,468−3.3% | Reduced |
| Kestra Advisory Services, LLC | 42,251 | $5.61M | 0.05% | −2,844−6.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 83,467 | $5.61M | 0.08% | +83,467 | New |