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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 25,841 | $3.43M | 0.05% | +118+0.5% | Added |
| Keeler Thomas Management LLC | 25,763 | $3.42M | 1.35% | +2,489+10.7% | Added |
| Anderson Hoagland & Co | 24,924 | $3.41M | 0.42% | 00.0% | Unchanged |
| BancorpSouth Bank | 25,330 | $3.36M | 0.27% | −1,566−5.8% | Reduced |
| Advisory Services Network, LLC | 25,302 | $3.36M | 0.08% | +1,110+4.6% | Added |
| Quantinno Capital Management LP | 25,242 | $3.35M | 0.12% | +1,526+6.4% | Added |
| AMG National Trust Bank | 25,093 | $3.33M | 0.10% | +40+0.2% | Added |
| Aquatic Capital Management LLC | 24,900 | $3.31M | 0.08% | −19,800−44.3% | Reduced |
| CAPROCK Group, Inc. | 24,806 | $3.30M | 0.21% | +12,572+102.8% | Added |
| Wellington Management Group LLP | 24,782 | $3.29M | 0.00% | +4,261+20.8% | Added |
| Robinson Value Management, Ltd. | 24,666 | $3.28M | 2.15% | −54−0.2% | Reduced |
| Jag Capital Management, LLC | 24,606 | $3.27M | 0.50% | +20+0.1% | Added |
| Nemes Rush Group LLC | 24,568 | $3.26M | 0.53% | +1,348+5.8% | Added |
| Blume Capital Management, Inc. | 24,439 | $3.25M | 0.86% | −575−2.3% | Reduced |
| Metropolitan Life Insurance Co | 24,429 | $3.25M | 0.15% | −792−3.1% | Reduced |
| Ieq Capital, LLC | 24,309 | $3.23M | 0.05% | +826+3.5% | Added |
| Elevatus Welath Management | 24,251 | $3.22M | 1.46% | +24,251 | New |
| Indiana Trust & Investment Management CO | 24,242 | $3.22M | 1.45% | −535−2.2% | Reduced |
| Peddock Capital Advisors, LLC | 24,222 | $3.22M | 0.98% | −3,522−12.7% | Reduced |
| Engineers Gate Manager LP | 24,179 | $3.21M | 0.09% | −110,467−82.0% | Reduced |
| Metis Global Partners, LLC | 24,139 | $3.21M | 0.13% | −3,526−12.7% | Reduced |
| Meridian Wealth Advisors, LLC | 24,120 | $3.20M | 0.70% | +826+3.5% | Added |
| Agate Pass Investment Management, LLC | 24,106 | $3.20M | 1.86% | +24,106 | New |
| Putnam Investments LLC | 24,016 | $3.19M | 0.00% | −2,969−11.0% | Reduced |
| Van Eck Associates Corp | 24,017 | $3.19M | 0.01% | +557+2.4% | Added |
| Gabelli Funds LLC | 23,900 | $3.17M | 0.02% | −4,600−16.1% | Reduced |
| JB Capital LLC | 23,655 | $3.14M | 0.23% | +678+3.0% | Added |
| Cary Street Partners Asset Management LLC | 23,434 | $3.11M | 0.53% | −373−1.6% | Reduced |
| E. Ohman J:or Asset Management AB | 23,400 | $3.11M | 0.11% | −5,300−18.5% | Reduced |
| VisionPoint Advisory Group, LLC | 23,203 | $3.08M | 1.14% | +5,122+28.3% | Added |
| Brown, Lisle/Cummings, Inc. | 23,100 | $3.07M | 1.14% | −3,465−13.0% | Reduced |
| Moors & Cabot, Inc. | 23,025 | $3.06M | 0.19% | −335−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 22,876 | $3.04M | 0.08% | −1,102−4.6% | Reduced |
| VeriStar Capital Management LP | 22,700 | $3.02M | 1.99% | +22,700 | New |
| Eads & Heald Wealth Management | 22,672 | $3.01M | 1.45% | −374−1.6% | Reduced |
| AMJ Financial Wealth Management | 22,663 | $3.01M | 1.27% | +22,663 | New |
| GWM Advisors LLC | 21,674 | $2.98M | 0.03% | +4,962+29.7% | Added |
| Baldwin Investment Management, LLC | 22,175 | $2.95M | 0.46% | −650−2.8% | Reduced |
| LaFleur & Godfrey LLC | 22,104 | $2.94M | 0.44% | +3,299+17.5% | Added |
| Holocene Advisors, LP | 22,080 | $2.93M | 0.01% | +22,080 | New |
| Invera Wealth Advisors, LLC | 22,029 | $2.93M | 1.83% | +22,029 | New |
| Quantitative Investment Management, LLC | 21,880 | $2.91M | 0.17% | −54,070−71.2% | Reduced |
| Connectus Wealth, LLC | 21,733 | $2.89M | 0.06% | −24−0.1% | Reduced |
| Trust Co of Oklahoma | 21,597 | $2.87M | 1.07% | −12−0.1% | Reduced |
| Achmea Investment Management B.V. | 21,568 | $2.87M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 21,382 | $2.84M | 0.20% | −680−3.1% | Reduced |
| CWM, LLC | 21,364 | $2.84M | 0.02% | +499+2.4% | Added |
| Vinva Investment Management Ltd | 21,266 | $2.84M | 0.20% | +3,010+16.5% | Added |
| Chartwell Investment Partners, LLC | 21,050 | $2.80M | 0.10% | +6,478+44.5% | Added |
| Siemens Fonds Invest GmbH | 20,954 | $2.78M | 0.23% | +8,627+70.0% | Added |
| First National Advisers, LLC | 20,905 | $2.78M | 0.80% | +5,960+39.9% | Added |
| Empirical Finance, LLC | 20,881 | $2.77M | 0.19% | −30.0% | Reduced |
| Birch Capital Management, LLC | 20,319 | $2.70M | 1.55% | +88+0.4% | Added |
| Norinchukin Bank, The | 20,292 | $2.70M | 0.06% | −1,071−5.0% | Reduced |
| Mission Wealth Management, LP | 20,284 | $2.69M | 0.09% | +2,087+11.5% | Added |
| Campbell Newman Asset Management Inc | 20,253 | $2.69M | 0.23% | −146−0.7% | Reduced |
| Investment Management Corp of Ontario | 20,243 | $2.69M | 0.07% | +14,199+234.9% | Added |
| Capital Analysts, LLC | 20,187 | $2.68M | 0.14% | +250+1.3% | Added |
| Ellenbecker Investment Group | 20,132 | $2.67M | 0.62% | +843+4.4% | Added |
| Albert D Mason Inc | 20,119 | $2.67M | 1.77% | −60−0.3% | Reduced |
| Barry Investment Advisors, LLC | 20,114 | $2.67M | 0.90% | −2,149−9.7% | Reduced |
| Central Trust Co | 20,031 | $2.66M | 0.07% | +22+0.1% | Added |
| Maytus Capital Management, LLC | 20,000 | $2.66M | 1.06% | −25,000−55.6% | Reduced |
| Altrafin AG | 20,000 | $2.66M | 1.02% | +640+3.3% | Added |
| Exchange Traded Concepts, LLC | 19,764 | $2.63M | 0.07% | +9,575+94.0% | Added |
| Everence Capital Management Inc | 19,746 | $2.62M | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,529 | $2.59M | 0.15% | +2,012+11.5% | Added |
| Magellan Asset Management Ltd | 19,516 | $2.59M | 0.03% | +19,516 | New |
| Atlantic Edge Private Wealth Management, LLC | 19,400 | $2.58M | 1.05% | +19,400 | New |
| Insight Wealth Strategies, LLC | 19,391 | $2.58M | 0.42% | +12,142+167.5% | Added |
| Trinity Financial Advisors LLC | 19,376 | $2.57M | 1.26% | −3,122−13.9% | Reduced |
| Apollon Wealth Management, LLC | 19,356 | $2.57M | 0.09% | +3,680+23.5% | Added |
| KLCM Advisors, Inc. | 19,236 | $2.56M | 0.39% | −60.0% | Reduced |
| Private Advisor Group, LLC | 19,164 | $2.55M | 0.02% | −1,488−7.2% | Reduced |
| Horizon Investment Services, LLC | 19,164 | $2.55M | 1.37% | +12+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,997 | $2.52M | 0.07% | −245−1.3% | Reduced |
| Argyle Capital Management Inc. | 18,942 | $2.52M | 1.04% | −5,914−23.8% | Reduced |
| Marex Group plc | 18,889 | $2.51M | 0.10% | +18,889 | New |
| Silphium Asset Management Ltd | 18,888 | $2.51M | 1.34% | −8,612−31.3% | Reduced |
| Benchmark Investment Advisors LLC | 18,883 | $2.51M | 2.32% | +156+0.8% | Added |
| Twin Capital Management Inc | 18,763 | $2.49M | 0.33% | −168−0.9% | Reduced |
| Berger Financial Group, Inc | 18,550 | $2.46M | 0.26% | −11−0.1% | Reduced |
| Raymond James Trust N.A. | 18,460 | $2.45M | 0.06% | +3,194+20.9% | Added |
| Davidson Capital Management Inc. | 18,265 | $2.43M | 0.88% | +1,063+6.2% | Added |
| First Horizon Advisors, Inc. | 18,170 | $2.41M | 0.08% | −2,330−11.4% | Reduced |
| Principal Securities, Inc. | 18,085 | $2.40M | 0.09% | +18,085 | New |
| Hall Laurie J Trustee | 18,015 | $2.39M | 0.92% | −200−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 17,806 | $2.37M | 0.03% | +5,576+45.6% | Added |
| Park Avenue Securities LLC | 17,755 | $2.36M | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 17,733 | $2.36M | 1.21% | −321−1.8% | Reduced |
| Consolidated Planning Corp | 17,722 | $2.35M | 0.44% | +544+3.2% | Added |
| Sawtooth Solutions, LLC | 17,620 | $2.34M | 0.06% | +9,535+117.9% | Added |
| Bleakley Financial Group, LLC | 17,620 | $2.34M | 0.07% | +9,535+117.9% | Added |
| National Asset Management, Inc. | 17,342 | $2.30M | 0.06% | −513−2.9% | Reduced |
| Fairbanks Capital Management, Inc. | 17,327 | $2.30M | 1.64% | +5,998+52.9% | Added |
| Sequoia Financial Advisors, LLC | 17,022 | $2.26M | 0.03% | +5,849+52.3% | Added |
| Legato Capital Management LLC | 17,013 | $2.26M | 0.30% | 00.0% | Unchanged |
| GTS Securities LLC | 16,819 | $2.23M | 0.05% | +8,335+98.2% | Added |
| WESCAP Management Group, Inc. | 16,707 | $2.22M | 0.72% | −489−2.8% | Reduced |
| Pinnacle Associates Ltd | 16,668 | $2.21M | 0.04% | +2,558+18.1% | Added |