Fiserv Inc

FISV

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0000798354

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Fiserv Inc as of Jun 30, 2021. 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: 1,344; +26 vs. Q1 2021
Shares held: 602.2M; −12.1M (−2.0%) vs. Q1 2021
Total value: $64.3B; −$8.76B (−12.0%) vs. Q1 2021
New holders: 137; 569 more added
Sold out: 111; 430 more reduced

16 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 1,344 institutions

Value heldQ2 2021: $64.3B

Institutions holding FISV and their total value by quarter
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, Q2 2021

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2021.

Institutions holding FISV in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Valley National Advisers Inc	2	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	3	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$427	0.00%	–	New
Exane Derivatives	4	$440	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	4	$1.00K	0.02%	−8−66.7%	Reduced
FormulaFolio Investments, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	10	$1.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	10	$1.00K	0.00%	00.0%	Unchanged
Hudock, Inc.	20	$2.00K	0.00%	−21−51.2%	Reduced
Creative Financial Designs Inc	19	$2.00K	0.00%	00.0%	Unchanged
Cypress Capital Management LLC (WY)	20	$2.00K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	18	$2.00K	0.00%	00.0%	Unchanged
First Bank & Trust	19	$2.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	19	$2.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	21	$2.00K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	24	$2.56K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	30	$3.00K	0.00%	−30−50.0%	Reduced
Johnson Midwest Financial, LLC	26	$3.00K	0.00%	00.0%	Unchanged
First National Bank of South Miami	27	$3.00K	0.00%	+27	New
Personal Wealth Partners	24	$3.00K	0.00%	+24	New
Global Financial Private Client, LLC	34	$3.68K	0.00%	00.0%	Unchanged
First Financial Corp	35	$4.00K	0.00%	00.0%	Unchanged
Covington Capital Management	37	$4.00K	0.00%	+37	New
Bogart Wealth, LLC	42	$4.00K	0.00%	+42	New
Tortoise Investment Management, LLC	48	$5.00K	0.00%	00.0%	Unchanged
TFC Financial Management	51	$5.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	46	$5.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	45	$5.00K	0.00%	+31+221.4%	Added
C M Bidwell & Associates Ltd	49	$5.00K	0.00%	+49	New
Red Door Wealth Management, LLC	55	$5.00K	0.00%	+55	New
West Paces Advisors Inc.	54	$5.77K	0.00%	−36−40.0%	Reduced
PrairieView Partners, LLC	54	$6.00K	0.00%	−66−55.0%	Reduced
SOA Wealth Advisors, LLC.	62	$6.00K	0.00%	00.0%	Unchanged
TSFG, LLC	54	$6.00K	0.00%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	58	$6.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	54	$6.00K	0.00%	+54	New
Raffa Wealth Management, LLC	63	$6.73K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	68	$7.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	63	$7.00K	0.00%	−127−66.8%	Reduced
Paradigm, Strategies in Wealth Management, LLC	70	$7.00K	0.01%	00.0%	Unchanged
Cardinal Capital Management, Inc.	75	$8.00K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	72	$8.00K	0.00%	+42+140.0%	Added
Tower View Investment Management & Research LLC	84	$9.00K	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	84	$9.00K	0.00%	00.0%	Unchanged
Wealth Quarterback LLC	80	$9.00K	0.01%	+80	New
Wolff Wiese Magana LLC	96	$10.0K	0.01%	+31+47.7%	Added
Advocacy Wealth Management Services, LLC	95	$10.0K	0.00%	+95	New
Bedel Financial Consulting, Inc.	106	$11.0K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	107	$11.0K	0.00%	00.0%	Unchanged
Trust Co	100	$11.0K	0.01%	00.0%	Unchanged
Charter Oak Capital Management, LLC	100	$11.0K	0.00%	00.0%	Unchanged
Liberty Wealth Management LLC	100	$11.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	114	$12.0K	0.00%	−16−12.3%	Reduced
IMA Wealth, Inc.	110	$12.0K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	109	$12.0K	0.00%	+109	New
Cordasco Financial Network	117	$13.0K	0.01%	00.0%	Unchanged
Accel Wealth Management	120	$13.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	134	$14.0K	0.00%	−1−0.7%	Reduced
Aspire Private Capital, LLC	142	$15.0K	0.00%	+60+73.2%	Added
Brewin Dolphin Wealth Management Ltd	158	$16.9K	0.00%	00.0%	Unchanged
Savior LLC	159	$17.0K	0.01%	−73−31.5%	Reduced
Crewe Advisors LLC	159	$17.0K	0.00%	00.0%	Unchanged
State of Wyoming	165	$18.0K	0.01%	−486−74.7%	Reduced
JJJ Advisors Inc.	168	$18.0K	0.01%	−19−10.2%	Reduced
Leelyn Smith, LLC	167	$18.0K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	172	$18.0K	0.01%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	165	$18.0K	0.01%	+36+27.9%	Added
AllSquare Wealth Management LLC	181	$19.0K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	203	$22.0K	0.00%	+10+5.2%	Added
Jefferies Group LLC	209	$22.3K	0.00%	+209	New
Optiver Holding B.V.	215	$23.0K	0.00%	+215	New
Disciplina Capital Management LLC	223	$23.8K	0.01%	+2+0.9%	Added
Itau Unibanco Holding S.A.	225	$24.0K	0.00%	+225	New
Walled Lake Planning & Wealth Management, LLC	238	$25.0K	0.02%	00.0%	Unchanged
Earnest Partners LLC	246	$26.0K	0.00%	00.0%	Unchanged
Stephenson National Bank & Trust	282	$30.0K	0.02%	00.0%	Unchanged
Altshuler Shaham Ltd	276	$30.0K	0.00%	+276	New
Trustcore Financial Services, LLC	293	$31.0K	0.00%	+144+96.6%	Added
Sound Income Strategies, LLC	300	$32.0K	0.00%	+27+9.9%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	300	$32.1K	0.04%	00.0%	Unchanged
Versant Capital Management, Inc	321	$34.0K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	316	$34.0K	0.01%	00.0%	Unchanged
KB Financial Partners, LLC	326	$35.0K	0.01%	−100−23.5%	Reduced
Healthcare of Ontario Pension Plan Trust Fund	373	$40.0K	0.00%	+249+200.8%	Added
Atlas Capital Advisors LLC	386	$41.3K	0.01%	+386	New
JFS Wealth Advisors, LLC	389	$42.0K	0.01%	+203+109.1%	Added
tru Independence LLC	408	$43.0K	0.01%	−7,429−94.8%	Reduced
FinTrust Capital Advisors, LLC	400	$43.0K	0.01%	−100−20.0%	Reduced
Blume Capital Management, Inc.	400	$43.0K	0.02%	00.0%	Unchanged
McIlrath & Eck, LLC	405	$43.0K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	405	$44.0K	0.02%	00.0%	Unchanged
Catalyst Capital Advisors LLC	411	$44.0K	0.00%	+14+3.5%	Added
Westside Investment Management, Inc.	424	$45.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	417	$45.0K	0.01%	00.0%	Unchanged
Reilly Financial Advisors, LLC	429	$46.0K	0.00%	+41+10.6%	Added
McCarthy Grittinger Financial Group, LLC	452	$48.3K	0.02%	00.0%	Unchanged
Hoese & Co LLP	460	$49.0K	0.06%	00.0%	Unchanged
Gemmer Asset Management LLC	474	$51.0K	0.01%	+7+1.5%	Added
Zions Bancorporation, N.A.	478	$51.0K	0.01%	+4+0.8%	Added
NVWM, LLC	500	$53.0K	0.02%	00.0%	Unchanged