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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 41,349 | $5.49M | 0.09% | −532,406−92.8% | Reduced |
| Federated Hermes, Inc. | 41,308 | $5.49M | 0.01% | +33,135+405.4% | Added |
| Snowden Capital Advisors LLC | 41,068 | $5.46M | 0.21% | −7,489−15.4% | Reduced |
| Cloverfields Capital Group, LP | 40,996 | $5.45M | 2.13% | +2,142+5.5% | Added |
| First National Bank of Omaha | 40,950 | $5.44M | 0.34% | −6,270−13.3% | Reduced |
| Cullinan Associates Inc | 40,883 | $5.43M | 0.30% | −800−1.9% | Reduced |
| Hartford Investment Management Co | 40,482 | $5.38M | 0.20% | −1,298−3.1% | Reduced |
| HGK Asset Management Inc | 40,481 | $5.38M | 1.25% | −7,005−14.8% | Reduced |
| Boothbay Fund Management, LLC | 40,073 | $5.32M | 0.20% | +35,420+761.2% | Added |
| Timber Creek Capital Management LLC | 39,951 | $5.31M | 1.81% | −1,608−3.9% | Reduced |
| Selway Asset Management | 39,905 | $5.30M | 2.23% | +460+1.2% | Added |
| Pacer Advisors, Inc. | 39,300 | $5.22M | 0.01% | +600+1.6% | Added |
| Baxter Bros Inc | 38,950 | $5.17M | 0.72% | +575+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 38,919 | $5.17M | 0.05% | −3,548−8.4% | Reduced |
| Ironwood Investment Counsel, LLC | 38,728 | $5.14M | 0.96% | +480+1.3% | Added |
| National Bank of Canada | 38,696 | $5.14M | 0.01% | −414−1.1% | Reduced |
| Buckhead Capital Management LLC | 38,698 | $5.14M | 1.90% | +1,868+5.1% | Added |
| Tandem Investment Advisors, Inc. | 38,504 | $5.12M | 0.20% | −2,603−6.3% | Reduced |
| Stone Run Capital, LLC | 38,500 | $5.11M | 2.19% | −47−0.1% | Reduced |
| Securian Asset Management, Inc | 38,011 | $5.05M | 0.14% | −5,735−13.1% | Reduced |
| Qsemble Capital Management, LP | 37,893 | $5.03M | 1.26% | −7,007−15.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,829 | $5.03M | 0.07% | +6,872+22.2% | Added |
| Graybill Bartz & Assoc Ltd | 37,817 | $5.02M | 2.22% | −560−1.5% | Reduced |
| Cetera Investment Advisers | 37,555 | $4.99M | 0.04% | −550−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 37,438 | $4.97M | 0.08% | +4,374+13.2% | Added |
| Soros Capital Management LLC | 37,390 | $4.97M | 3.67% | −5,925−13.7% | Reduced |
| Eley Financial Management, Inc | 37,281 | $4.95M | 2.32% | −28−0.1% | Reduced |
| Carmel Capital Management L.L.C. | 37,190 | $4.94M | 2.37% | +14,450+63.5% | Added |
| Geneos Wealth Management Inc. | 36,686 | $4.87M | 0.24% | −52−0.1% | Reduced |
| DF Dent & Co Inc | 36,661 | $4.87M | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 36,654 | $4.87M | 1.36% | −408−1.1% | Reduced |
| Buffington Mohr McNeal | 36,629 | $4.87M | 0.98% | −4,257−10.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 36,522 | $4.85M | 0.31% | −889−2.4% | Reduced |
| First Business Financial Services, Inc. | 36,457 | $4.84M | 0.56% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 36,300 | $4.82M | 0.10% | −1,500−4.0% | Reduced |
| Northwest & Ethical Investments L.P. | 35,346 | $4.70M | 0.14% | +19,397+121.6% | Added |
| Point72 Hong Kong Ltd | 35,317 | $4.69M | 0.29% | +35,317 | New |
| Advisors Asset Management, Inc. | 35,178 | $4.67M | 0.10% | +14,093+66.8% | Added |
| Gilman Hill Asset Management, LLC | 35,098 | $4.66M | 0.87% | −453−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 34,892 | $4.63M | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 34,345 | $4.56M | 0.08% | +314+0.9% | Added |
| JustInvest LLC | 34,210 | $4.54M | 0.12% | +6,331+22.7% | Added |
| NorthCrest Asset Manangement, LLC | 34,157 | $4.54M | 0.17% | −37−0.1% | Reduced |
| Nicollet Investment Management, Inc. | 34,153 | $4.54M | 1.85% | +1,977+6.1% | Added |
| Edgemoor Investment Advisors, Inc. | 33,978 | $4.51M | 0.47% | +696+2.1% | Added |
| Argent Trust Co | 33,761 | $4.48M | 0.22% | +357+1.1% | Added |
| Eagle Rock Investment Company, LLC | 33,496 | $4.45M | 0.91% | −5,470−14.0% | Reduced |
| SFE Investment Counsel | 33,344 | $4.43M | 1.15% | −1,667−4.8% | Reduced |
| Anchor Investment Management, LLC | 33,305 | $4.42M | 0.51% | +565+1.7% | Added |
| Westpac Banking Corp | 33,136 | $4.40M | 0.36% | +3,160+10.5% | Added |
| TD Waterhouse Canada Inc. | 30,948 | $4.40M | 0.04% | −5,340−14.7% | Reduced |
| Nilsine Partners, LLC | 33,103 | $4.40M | 0.68% | +140.0% | Added |
| Value Holdings Management Co. LLC | 33,000 | $4.38M | 0.89% | 00.0% | Unchanged |
| EULAV Asset Management | 32,816 | $4.36M | 0.13% | 00.0% | Unchanged |
| Bey-Douglas LLC | 32,567 | $4.33M | 4.44% | +32,567 | New |
| Bull Street Advisors, LLC | 32,520 | $4.32M | 2.19% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 32,362 | $4.30M | 0.12% | +4,477+16.1% | Added |
| New Mexico Educational Retirement Board | 32,116 | $4.27M | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 31,769 | $4.22M | 0.04% | +9,054+39.9% | Added |
| Prescott Group Capital Management, L.L.C. | 31,564 | $4.19M | 0.73% | 00.0% | Unchanged |
| Glenview Trust Co | 31,533 | $4.19M | 0.10% | −405−1.3% | Reduced |
| Vontobel Holding Ltd. | 31,237 | $4.15M | 0.03% | +13,882+80.0% | Added |
| Cornerstone Advisors, LLC | 31,200 | $4.14M | 0.18% | −1,300−4.0% | Reduced |
| Thomas Story & Son LLC | 31,150 | $4.14M | 1.94% | +375+1.2% | Added |
| Freemont Management S.A. | 30,700 | $4.08M | 0.51% | 00.0% | Unchanged |
| Ami Investment Management Inc | 30,692 | $4.08M | 1.65% | −75−0.2% | Reduced |
| Monarch Capital Management Inc | 30,653 | $4.07M | 1.23% | −602−1.9% | Reduced |
| Keel Point, LLC | 30,260 | $4.02M | 0.48% | −223−0.7% | Reduced |
| Bayesian Capital Management, LP | 29,949 | $3.98M | 0.42% | +26,600+794.3% | Added |
| Wealthfront Advisers LLC | 29,772 | $3.95M | 0.02% | +430+1.5% | Added |
| Stephens Inc | 29,708 | $3.95M | 0.07% | +5,433+22.4% | Added |
| Howe & Rusling Inc | 29,458 | $3.91M | 0.41% | +401+1.4% | Added |
| Cresset Asset Management, LLC | 29,368 | $3.90M | 0.02% | +2,443+9.1% | Added |
| Robertson Stephens Wealth Management, LLC | 29,348 | $3.90M | 0.24% | −2,460−7.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,108 | $3.87M | 0.23% | −189−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,843 | $3.83M | 0.02% | −2,677−8.5% | Reduced |
| Clayton Partners LLC | 28,828 | $3.83M | 3.10% | +679+2.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,750 | $3.82M | 0.26% | −10,250−26.3% | Reduced |
| Horan Capital Advisors, LLC. | 28,644 | $3.81M | 1.40% | −495−1.7% | Reduced |
| Taylor Financial Group, Inc. | 28,535 | $3.79M | 3.12% | +28,535 | New |
| EagleClaw Capital Managment, LLC | 28,485 | $3.78M | 0.79% | −150−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,112 | $3.73M | 0.17% | +11,580+70.0% | Added |
| Graypoint LLC | 28,096 | $3.73M | 0.30% | −2,672−8.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,079 | $3.73M | 0.05% | +8,127+40.7% | Added |
| Triad Investment Management | 28,012 | $3.72M | 4.88% | +287+1.0% | Added |
| Toroso Investments, LLC | 27,822 | $3.70M | 0.09% | +11,689+72.5% | Added |
| D L Carlson Investment Group Inc | 24,920 | $3.69M | 0.75% | −1,535−5.8% | Reduced |
| Dempze Nancy E | 27,607 | $3.67M | 3.07% | +91+0.3% | Added |
| Capital City Trust Co | 27,563 | $3.66M | 1.09% | +172+0.6% | Added |
| Fiduciary Trust Co | 27,528 | $3.66M | 0.06% | −206−0.7% | Reduced |
| Page Arthur B | 27,149 | $3.61M | 3.80% | −2,060−7.1% | Reduced |
| American Century Companies Inc | 26,972 | $3.58M | 0.00% | +783+3.0% | Added |
| Varma Mutual Pension Insurance Co | 26,900 | $3.57M | 0.04% | +26,900 | New |
| HB Wealth Management, LLC | 26,893 | $3.57M | 0.05% | +381+1.4% | Added |
| Axxcess Wealth Management, LLC | 26,782 | $3.56M | 0.11% | +7,396+38.2% | Added |
| Illinois Municipal Retirement Fund | 26,601 | $3.53M | 0.06% | −3,689−12.2% | Reduced |
| Robbins Farley LLC | 26,564 | $3.53M | 2.21% | +57+0.2% | Added |
| South State Corp. | 26,477 | $3.52M | 0.30% | −1,223−4.4% | Reduced |
| Fulton Bank, N.A. | 25,930 | $3.44M | 0.16% | −2,273−8.1% | Reduced |
| AdvisorShares Investments LLC | 25,891 | $3.44M | 0.81% | −383−1.5% | Reduced |