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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 16,646 | $2.21M | 0.05% | +1,452+9.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,414 | $2.18M | 0.20% | −11,917−42.1% | Reduced |
| Harbor Capital Advisors, Inc. | 16,299 | $2.17M | 0.42% | +432+2.7% | Added |
| Arvest Investments, Inc. | 16,235 | $2.16M | 0.35% | +16,235 | New |
| U.S. Capital Wealth Advisors, LLC | 16,046 | $2.13M | 0.08% | −791−4.7% | Reduced |
| North Star Investment Management Corp. | 16,018 | $2.13M | 0.16% | 00.0% | Unchanged |
| FJ Investments, LLC | 15,900 | $2.11M | 0.10% | +15,900 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,809 | $2.10M | 0.20% | +640+4.2% | Added |
| Desjardins Global Asset Management Inc. | 15,671 | $2.08M | 0.22% | +176+1.1% | Added |
| Wetherby Asset Management Inc | 15,442 | $2.05M | 0.11% | −121−0.8% | Reduced |
| Forge First Asset Management Inc. | 15,400 | $2.05M | 1.03% | +15,400 | New |
| Harrell Investment Partners, LLC | 15,388 | $2.04M | 0.64% | +530+3.6% | Added |
| Umb Bank N A | 15,268 | $2.03M | 0.03% | −157−1.0% | Reduced |
| Fayez Sarofim & Co | 14,024 | $2.02M | 0.01% | +580+4.3% | Added |
| Burney Co | 15,172 | $2.02M | 0.08% | −90−0.6% | Reduced |
| Wisconsin Capital Management LLC | 15,105 | $2.01M | 1.19% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 15,033 | $2.00M | 0.80% | +1,013+7.2% | Added |
| Palisade Asset Management, LLC | 15,002 | $1.99M | 0.22% | −200−1.3% | Reduced |
| HighVista Strategies LLC | 14,953 | $1.99M | 0.72% | +4,000+36.5% | Added |
| Ostrum Asset Management | 14,892 | $1.98M | 0.17% | +5,516+58.8% | Added |
| Bokf, NA | 14,868 | $1.98M | 0.04% | +108+0.7% | Added |
| ISAM Funds (UK) Ltd | 14,832 | $1.97M | 1.41% | −2,861−16.2% | Reduced |
| Veriti Management LLC | 14,828 | $1.97M | 0.18% | +3,311+28.7% | Added |
| Buttonwood Financial Advisors Inc. | 14,671 | $1.95M | 1.06% | −2,826−16.2% | Reduced |
| Harbor Investment Advisory, LLC | 14,665 | $1.95M | 0.22% | +864+6.3% | Added |
| SYSTM Wealth Solutions LLC | 14,429 | $1.92M | 0.27% | −2,403−14.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,367 | $1.91M | 0.02% | +171+1.2% | Added |
| Veracity Capital LLC | 14,346 | $1.91M | 0.77% | +3,259+29.4% | Added |
| Balyasny Asset Management LLC | 14,309 | $1.90M | 0.01% | −54,795−79.3% | Reduced |
| Concurrent Investment Advisors, LLC | 14,306 | $1.90M | 0.09% | +14,306 | New |
| Advisor Resource Council | 14,229 | $1.89M | 0.22% | +11,696+461.7% | Added |
| Kendall Capital Management | 14,163 | $1.88M | 0.73% | +1,800+14.6% | Added |
| Tokio Marine Asset Management Co Ltd | 14,128 | $1.88M | 0.10% | −2,549−15.3% | Reduced |
| Thoroughbred Financial Services, LLC | 14,024 | $1.86M | 0.15% | −268−1.9% | Reduced |
| Embree Financial Group | 13,870 | $1.84M | 0.39% | +13,870 | New |
| Dynamic Technology Lab Private Ltd | 13,707 | $1.82M | 0.19% | −12,798−48.3% | Reduced |
| Tiaa Trust, National Association | 13,688 | $1.82M | 0.01% | −60−0.4% | Reduced |
| Signaturefd, LLC | 13,560 | $1.80M | 0.04% | +1,462+12.1% | Added |
| Davenport & Co LLC | 13,475 | $1.79M | 0.01% | +347+2.6% | Added |
| MTM Investment Management, LLC | 13,453 | $1.79M | 0.82% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,436 | $1.78M | 0.03% | −1,718−11.3% | Reduced |
| Centurion Wealth Management LLC | 13,417 | $1.78M | 0.76% | +40+0.3% | Added |
| Bamco Inc | 13,400 | $1.78M | 0.00% | +400+3.1% | Added |
| Annex Advisory Services, LLC | 13,336 | $1.77M | 0.07% | +871+7.0% | Added |
| Summit Financial Group Inc | 13,315 | $1.77M | 0.68% | 00.0% | Unchanged |
| Quest Partners LLC | 13,312 | $1.77M | 0.38% | +13,312 | New |
| Vestcor Inc | 13,285 | $1.76M | 0.06% | −141−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 13,263 | $1.76M | 0.31% | +13,263 | New |
| Mill Creek Capital Advisors, LLC | 13,236 | $1.76M | 0.05% | −97−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,232 | $1.76M | 0.21% | +1,862+16.4% | Added |
| Van Leeuwen & Company, LLC | 13,169 | $1.75M | 1.02% | +11,320+612.2% | Added |
| Howland Capital Management LLC | 13,162 | $1.75M | 0.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,118 | $1.74M | 0.02% | −1,117−7.8% | Reduced |
| Wade G W & Inc | 12,991 | $1.73M | 0.06% | +1,064+8.9% | Added |
| Roundview Capital LLC | 12,974 | $1.72M | 0.16% | +9,587+283.1% | Added |
| Yarbrough Capital, LLC | 12,960 | $1.72M | 0.09% | +2,904+28.9% | Added |
| Mirabella Financial Services LLP | 12,938 | $1.72M | 0.25% | +12,938 | New |
| Ashton Thomas Private Wealth, LLC | 12,937 | $1.72M | 0.11% | +507+4.1% | Added |
| Okabena Investment Services Inc | 12,868 | $1.71M | 0.67% | −3,526−21.5% | Reduced |
| Main Street Financial Solutions, LLC | 12,742 | $1.69M | 0.22% | −297−2.3% | Reduced |
| Wolf Group Capital Advisors | 13,378 | $1.69M | 0.80% | +679+5.3% | Added |
| Balentine LLC | 12,574 | $1.67M | 0.05% | +437+3.6% | Added |
| Chilton Investment Co LLC | 12,551 | $1.67M | 0.05% | −346−2.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,524 | $1.66M | 0.50% | +1,301+11.6% | Added |
| Public Sector Pension Investment Board | 12,470 | $1.66M | 0.01% | −52,830−80.9% | Reduced |
| Coldstream Capital Management Inc | 12,441 | $1.65M | 0.05% | +2,112+20.4% | Added |
| Ascent Group, LLC | 11,407 | $1.65M | 0.16% | +1,466+14.7% | Added |
| Alberta Investment Management Corp | 12,300 | $1.63M | 0.02% | −313,500−96.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,281 | $1.63M | 0.03% | +3,158+34.6% | Added |
| Wealthspire Advisors, LLC | 12,273 | $1.63M | 0.02% | −205−1.6% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.63M | 0.25% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,239 | $1.63M | 0.42% | −123−1.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,188 | $1.62M | 0.75% | +1,318+12.1% | Added |
| Bridges Investment Management Inc | 12,108 | $1.61M | 0.05% | +5,333+78.7% | Added |
| Granite Bay Wealth Management, LLC | 13,104 | $1.61M | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,104 | $1.61M | 0.01% | −153,643−92.7% | Reduced |
| Greenleaf Trust | 12,087 | $1.61M | 0.02% | −1,091−8.3% | Reduced |
| Citizens Financial Group Inc | 12,011 | $1.60M | 0.06% | +1,254+11.7% | Added |
| Barbara Oil Co. | 12,000 | $1.59M | 0.72% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 11,970 | $1.59M | 0.53% | −1,640−12.0% | Reduced |
| Acadian Asset Management LLC | 11,869 | $1.57M | 0.01% | −13,817−53.8% | Reduced |
| Turtle Creek Asset Management Inc. | 11,800 | $1.57M | 0.04% | −1,700−12.6% | Reduced |
| Sciencast Management LP | 11,722 | $1.56M | 0.85% | +3,628+44.8% | Added |
| Sawyer & Company, Inc | 11,698 | $1.55M | 0.69% | −391−3.2% | Reduced |
| Kovack Advisors, Inc. | 11,665 | $1.55M | 0.18% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 11,606 | $1.54M | 0.09% | −766−6.2% | Reduced |
| Ameritas Advisory Services, LLC | 10,679 | $1.54M | 0.08% | −16,005−60.0% | Reduced |
| GLOBALT Investments LLC | 11,382 | $1.51M | 0.06% | +11,382 | New |
| Redwood Investment Management, LLC | 11,356 | $1.51M | 0.14% | −4,546−28.6% | Reduced |
| Wedbush Securities Inc | 11,335 | $1.51M | 0.07% | −918−7.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,278 | $1.50M | 0.38% | +1,037+10.1% | Added |
| Cetera Advisors LLC | 11,257 | $1.50M | 0.02% | +131+1.2% | Added |
| Prelude Capital Management, LLC | 11,222 | $1.49M | 0.13% | +1,043+10.2% | Added |
| EP Wealth Advisors, LLC | 11,206 | $1.49M | 0.02% | −905−7.5% | Reduced |
| Delphi Management Inc | 11,175 | $1.48M | 1.36% | −419−3.6% | Reduced |
| AdvisorNet Financial, Inc | 11,170 | $1.48M | 0.14% | +910+8.9% | Added |
| Moloney Securities Asset Management, LLC | 11,095 | $1.47M | 0.24% | +365+3.4% | Added |
| Bray Capital Advisors | 11,008 | $1.46M | 0.40% | −90−0.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,285 | $1.45M | 0.60% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $1.45M | 0.08% | 00.0% | Unchanged |