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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 10,880 | $1.45M | 0.11% | −1,351−11.0% | Reduced |
| Palouse Capital Management, Inc. | 10,866 | $1.44M | 1.02% | −26−0.2% | Reduced |
| Duncker Streett & Co Inc | 10,834 | $1.44M | 0.30% | −1,000−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,670 | $1.42M | 0.02% | +365+3.5% | Added |
| Bartlett & Co. LLC | 10,670 | $1.42M | 0.02% | +365+3.5% | Added |
| Ifrah Financial Services, Inc. | 10,690 | $1.42M | 0.42% | −748−6.5% | Reduced |
| Magnetar Financial LLC | 10,665 | $1.42M | 0.04% | −20,509−65.8% | Reduced |
| WealthShield Partners, LLC | 10,650 | $1.41M | 0.23% | −826−7.2% | Reduced |
| Oak Thistle LLC | 10,519 | $1.40M | 0.40% | −2,909−21.7% | Reduced |
| Jacobi Capital Management LLC | 10,394 | $1.38M | 0.14% | +295+2.9% | Added |
| Montecito Bank & Trust | 10,391 | $1.38M | 0.30% | +61+0.6% | Added |
| Palumbo Wealth Management LLC | 10,389 | $1.38M | 0.71% | +491+5.0% | Added |
| Darwin Advisors, LLC | 10,310 | $1.37M | 0.37% | −813−7.3% | Reduced |
| Avantax Advisory Services, Inc. | 10,288 | $1.37M | 0.01% | +75+0.7% | Added |
| Johnson Investment Counsel Inc | 10,275 | $1.36M | 0.02% | +232+2.3% | Added |
| Central Valley Advisors, LLC | 10,245 | $1.36M | 0.80% | +10,245 | New |
| Koshinski Asset Management, Inc. | 10,244 | $1.36M | 0.21% | +3,713+56.9% | Added |
| Wahed Invest LLC | 10,209 | $1.36M | 0.38% | +655+6.9% | Added |
| La Banque Postale Asset Management SA | 10,181 | $1.35M | 0.03% | −41,440−80.3% | Reduced |
| Clearstead Advisors, LLC | 10,180 | $1.35M | 0.07% | +205+2.1% | Added |
| NBC Securities, Inc. | 10,170 | $1.35M | 0.14% | +2,673+35.7% | Added |
| Dorchester Wealth Management Co | 10,152 | $1.35M | 0.25% | −425−4.0% | Reduced |
| Smithfield Trust Co | 10,061 | $1.34M | 0.08% | −532−5.0% | Reduced |
| DoubleLine ETF Adviser LP | 10,058 | $1.34M | 0.39% | +669+7.1% | Added |
| City Holding Co | 9,992 | $1.33M | 0.21% | +1,810+22.1% | Added |
| Pflug Koory, LLC | 9,965 | $1.32M | 0.70% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,960 | $1.32M | 0.09% | +9,960 | New |
| Boston Private Wealth LLC | 9,821 | $1.30M | 0.03% | +1,966+25.0% | Added |
| Summit Trail Advisors, LLC | 9,816 | $1.30M | 0.04% | −507−4.9% | Reduced |
| ICW Investment Advisors LLC | 9,809 | $1.30M | 0.63% | +307+3.2% | Added |
| Brevan Howard Capital Management LP | 9,809 | $1.30M | 0.13% | +9,809 | New |
| Boston Partners | 9,781 | $1.30M | 0.00% | −3,669−27.3% | Reduced |
| AIA Group Ltd | 9,756 | $1.30M | 0.05% | +4,053+71.1% | Added |
| Manchester Capital Management LLC | 9,709 | $1.29M | 0.17% | +53+0.5% | Added |
| Lido Advisors, LLC | 9,709 | $1.29M | 0.01% | +568+6.2% | Added |
| Signature Wealth Management Group | 9,688 | $1.29M | 0.59% | +9,688 | New |
| ExodusPoint Capital Management, LP | 9,553 | $1.27M | 0.02% | −123,250−92.8% | Reduced |
| Fiduciary Family Office, LLC | 9,541 | $1.27M | 0.55% | +9,541 | New |
| V-Square Quantitative Management LLC | 9,534 | $1.27M | 0.30% | +2,705+39.6% | Added |
| Lionsbridge Wealth Management LLC | 9,526 | $1.27M | 1.01% | −212−2.2% | Reduced |
| Global Retirement Partners, LLC | 9,232 | $1.26M | 0.05% | +366+4.1% | Added |
| HighPoint Advisor Group LLC | 8,060 | $1.26M | 0.09% | +8,060 | New |
| Fiera Capital Corp | 9,515 | $1.26M | 0.00% | −6,914−42.1% | Reduced |
| Sabal Trust CO | 9,509 | $1.26M | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 9,495 | $1.26M | 0.09% | +44+0.5% | Added |
| Callahan Advisors, LLC | 9,485 | $1.26M | 0.15% | −30−0.3% | Reduced |
| Colony Group, LLC | 9,452 | $1.26M | 0.02% | +9,452 | New |
| Dean Investment Associates, LLC | 9,426 | $1.25M | 0.18% | −487−4.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,418 | $1.25M | 0.43% | −32−0.3% | Reduced |
| Pitcairn Co | 9,406 | $1.25M | 0.09% | −11−0.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,371 | $1.24M | 0.46% | +3,105+49.6% | Added |
| Intelligence Driven Advisers, LLC | 8,665 | $1.23M | 0.20% | 00.0% | Unchanged |
| MAI Capital Management | 9,253 | $1.23M | 0.02% | −107−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,223 | $1.23M | 0.14% | +173+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,163 | $1.22M | 0.04% | +105+1.2% | Added |
| Moody National Bank Trust Division | 9,157 | $1.22M | 0.09% | −8,274−47.5% | Reduced |
| Man Group plc | 9,133 | $1.21M | 0.00% | – | – |
| Brown Brothers Harriman & Co | 9,111 | $1.21M | 0.01% | −893−8.9% | Reduced |
| Knollwood Investment Advisory, LLC | 9,050 | $1.20M | 0.25% | +9,050 | New |
| USA Financial Portformulas Corp | 9,040 | $1.20M | 0.21% | −11,411−55.8% | Reduced |
| GAMMA Investing LLC | 8,457 | $1.20M | 0.32% | +8,457 | New |
| Pearl River Capital, LLC | 9,025 | $1.20M | 0.19% | +2,221+32.6% | Added |
| Secure Asset Management, LLC | 8,996 | $1.20M | 0.32% | +377+4.4% | Added |
| Arcataur Capital Management LLC | 8,939 | $1.19M | 0.45% | −962−9.7% | Reduced |
| Horizon Investments, LLC | 8,938 | $1.19M | 0.03% | +569+6.8% | Added |
| Washington Trust Co | 8,893 | $1.18M | 0.05% | −130−1.4% | Reduced |
| Lederer & Associates Investment Counsel | 8,889 | $1.18M | 0.87% | −152−1.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,818 | $1.17M | 0.03% | −186−2.1% | Reduced |
| Key Financial Inc | 8,812 | $1.17M | 0.32% | 00.0% | Unchanged |
| Guardian Capital LP | 8,810 | $1.17M | 0.04% | −150−1.7% | Reduced |
| Wayfinding Financial, LLC | 8,773 | $1.17M | 0.79% | −46−0.5% | Reduced |
| Groupama Asset Managment | 8,734 | $1.16M | 0.03% | +8,734 | New |
| Freestone Capital Holdings, LLC | 8,730 | $1.16M | 0.05% | −20−0.2% | Reduced |
| Cutler Group LP | 8,719 | $1.16M | 0.16% | +3,859+79.4% | Added |
| Qtron Investments LLC | 8,700 | $1.16M | 0.19% | +876+11.2% | Added |
| Green Harvest Asset Management LLC | 8,680 | $1.15M | 0.03% | +58+0.7% | Added |
| Archford Capital Strategies, LLC | 8,657 | $1.15M | 0.21% | +719+9.1% | Added |
| Lebenthal Global Advisors, LLC | 8,653 | $1.15M | 0.27% | +672+8.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,611 | $1.14M | 0.04% | +8,611 | New |
| Mitchell Capital Management Co | 8,522 | $1.13M | 0.24% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,514 | $1.13M | 0.04% | −32−0.4% | Reduced |
| NEOS Investment Management LLC | 8,493 | $1.13M | 0.11% | +1,804+27.0% | Added |
| Granite Investment Partners, LLC | 8,440 | $1.12M | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,397 | $1.12M | 0.43% | −679−7.5% | Reduced |
| Versor Investments LP | 8,388 | $1.11M | 0.23% | +1,463+21.1% | Added |
| Stratos Wealth Partners, LTD. | 8,348 | $1.11M | 0.02% | −15−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,328 | $1.11M | 0.49% | +680+8.9% | Added |
| SRS Capital Advisors, Inc. | 8,325 | $1.11M | 0.12% | +1,110+15.4% | Added |
| Gould Capital, LLC | 8,255 | $1.10M | 0.80% | −155−1.8% | Reduced |
| Regal Investment Advisors LLC | 8,225 | $1.09M | 0.08% | −39−0.5% | Reduced |
| Synergy Financial Management, LLC | 8,195 | $1.09M | 0.19% | −867−9.6% | Reduced |
| Harbour Investments, Inc. | 8,180 | $1.09M | 0.04% | +401+5.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $1.08M | 0.54% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,105 | $1.07M | 0.04% | +403+5.2% | Added |
| Independent Advisor Alliance | 8,071 | $1.07M | 0.04% | −9−0.1% | Reduced |
| Profund Advisors LLC | 8,071 | $1.07M | 0.05% | +1,093+15.7% | Added |
| Williams Jones Wealth Management, LLC. | 8,065 | $1.07M | 0.02% | +200+2.5% | Added |
| Anchor Capital Advisors LLC | 8,064 | $1.07M | 0.03% | 00.0% | Unchanged |
| SMART Wealth LLC | 7,974 | $1.06M | 0.58% | +755+10.5% | Added |
| Merit Financial Group, LLC | 7,945 | $1.06M | 0.03% | +1,972+33.0% | Added |