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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hoover Financial Advisors, Inc. | 520 | $56.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 534 | $57.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 541 | $58.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 550 | $59.0K | 0.07% | −3,742−87.2% | Reduced |
| Investors Research Corp | 564 | $60.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $64.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 636 | $68.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 658 | $70.0K | 0.02% | −68−9.4% | Reduced |
| Glassman Wealth Services | 684 | $73.0K | 0.02% | +52+8.2% | Added |
| GPS Wealth Strategies Group, LLC | 690 | $74.0K | 0.02% | +125+22.1% | Added |
| First Horizon Corp | 704 | $75.0K | 0.01% | −4−0.6% | Reduced |
| Trust Co of Vermont | 698 | $75.0K | 0.01% | +100+16.7% | Added |
| Sonora Investment Management, LLC | 708 | $76.0K | 0.01% | +462+187.8% | Added |
| First Mercantile Trust Co | 720 | $77.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 723 | $77.0K | 0.00% | +723 | New |
| James Investment Research Inc | 762 | $81.0K | 0.01% | −508−40.0% | Reduced |
| Exos Asset Management LLC | 769 | $82.0K | 0.04% | +769 | New |
| Piscataqua Savings Bank | 786 | $84.0K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $85.5K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 800 | $86.0K | 0.07% | +800 | New |
| Laurel Wealth Advisors LLC | 818 | $87.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 814 | $87.0K | 0.02% | +4+0.5% | Added |
| West Branch Capital LLC | 810 | $87.0K | 0.04% | +810 | New |
| Norway Savings Bank | 828 | $89.0K | 0.04% | +128+18.3% | Added |
| Freedman Financial Associates, Inc. | 864 | $92.0K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 858 | $92.0K | 0.02% | +858 | New |
| Carroll Financial Associates, Inc. | 878 | $93.0K | 0.01% | −23−2.6% | Reduced |
| Eagle Bay Advisors LLC | 878 | $96.0K | 0.08% | +878 | New |
| WealthShield Partners, LLC | 942 | $101.0K | 0.02% | −521−35.6% | Reduced |
| Optimum Investment Advisors | 950 | $102.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $107.0K | 0.00% | −2,700−73.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $107.0K | 0.05% | −1−100.0% | Reduced |
| Systematic Alpha Investments, LLC | 960 | $107.0K | 0.00% | +960 | New |
| Allworth Financial LP | 1,008 | $108.0K | 0.00% | −6,235−86.1% | Reduced |
| CX Institutional | 1,071 | $114.0K | 0.01% | +43+4.2% | Added |
| Institutional & Family Asset Management, LLC | 1,075 | $115.0K | 0.02% | −976−47.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,081 | $116.0K | 0.01% | +155+16.7% | Added |
| JNBA Financial Advisors | 1,114 | $119.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 1,100 | $119.0K | 0.02% | +400+57.1% | Added |
| Arkadios Wealth Advisors | 1,129 | $120.0K | 0.01% | −20−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,166 | $125.0K | 0.02% | +1,166 | New |
| TCI Wealth Advisors, Inc. | 1,183 | $126.0K | 0.02% | +970+455.4% | Added |
| Corsicana & Co. | 1,210 | $129.0K | 0.08% | +1,210 | New |
| Concord Wealth Partners | 1,276 | $136.0K | 0.04% | +63+5.2% | Added |
| Global Trust Asset Management, LLC | 1,351 | $144.0K | 0.07% | −121−8.2% | Reduced |
| Ayalon Holdings Ltd. | 1,350 | $146.0K | 0.05% | +1,350 | New |
| Deseret Mutual Benefit Administrators | 1,363 | $146.0K | 0.04% | +1,363 | New |
| Northern Oak Wealth Management Inc | 1,374 | $147.0K | 0.02% | −1,000−42.1% | Reduced |
| Sargent Bickham Lagudis LLC | 1,400 | $150.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,411 | $151.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,440 | $154.0K | 0.11% | +1,440 | New |
| Sutton Wealth Advisors Inc. | 1,519 | $162.4K | 0.06% | +89+6.2% | Added |
| Baystate Wealth Management LLC | 1,522 | $163.0K | 0.02% | −300−16.5% | Reduced |
| Bellevue Asset Management, LLC | 1,540 | $165.0K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,600 | $171.0K | 0.05% | +1,360+566.7% | Added |
| PGGM Investments | 1,659 | $177.0K | 0.00% | +1,659 | New |
| FourThought Financial, LLC | 1,767 | $188.0K | 0.03% | +297+20.2% | Added |
| Arcadia Investment Management Corp | 1,800 | $192.0K | 0.04% | −1,200−40.0% | Reduced |
| TCG Advisory Services, LLC | 1,870 | $200.0K | 0.05% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,887 | $202.0K | 0.02% | −326−14.7% | Reduced |
| Zeke Capital Advisors, LLC | 1,902 | $203.0K | 0.01% | −66−3.4% | Reduced |
| Advisors Asset Management, Inc. | 1,910 | $204.0K | 0.00% | +112+6.2% | Added |
| Oxbow Advisors, LLC | 1,907 | $204.0K | 0.02% | +1,907 | New |
| Engine No. 1 LLC | 1,904 | $204.0K | 0.06% | +1,904 | New |
| First National Trust Co | 1,933 | $207.0K | 0.01% | −555−22.3% | Reduced |
| Apollon Wealth Management, LLC | 1,937 | $207.0K | 0.04% | +1,937 | New |
| Focus Financial Network, Inc. | 1,943 | $207.7K | 0.03% | −460−19.1% | Reduced |
| First Financial Bank - Trust Division | 1,943 | $208.0K | 0.02% | −1,143−37.0% | Reduced |
| Spirit of America Management Corp | 1,950 | $208.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 1,946 | $208.0K | 0.02% | +1,946 | New |
| Silphium Asset Management Ltd | 2,000 | $213.8K | 0.08% | +2,000 | New |
| Castleark Management LLC | 2,000 | $214.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $214.0K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,012 | $215.0K | 0.06% | −40−1.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,024 | $216.0K | 0.05% | +2,024 | New |
| Independent Financial Group, LLC | 2,038 | $217.8K | 0.02% | +2,038 | New |
| Monterey Private Wealth, Inc. | 2,035 | $218.0K | 0.13% | +435+27.2% | Added |
| LVZ Advisors, Inc. | 2,048 | $219.0K | 0.03% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,052 | $219.0K | 0.12% | +2,052 | New |
| Sargent Investment Group, LLC | 2,055 | $220.0K | 0.05% | −75−3.5% | Reduced |
| De Burlo Group Inc | 2,063 | $220.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,052 | $220.0K | 0.17% | +2,052 | New |
| JLB & Associates Inc | 2,075 | $221.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,065 | $221.0K | 0.03% | +200+10.7% | Added |
| united american securities inc. (d/b/a uas asset management) | 2,075 | $222.0K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,100 | $224.0K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,093 | $224.0K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,125 | $227.0K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,121 | $227.0K | 0.15% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,124 | $227.0K | 0.04% | +28+1.3% | Added |
| IFP Advisors, Inc | 2,141 | $228.0K | 0.00% | −837−28.1% | Reduced |
| Gamco Investors, Inc. Et Al | 2,139 | $229.0K | 0.00% | −23,240−91.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,141 | $229.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,140 | $229.0K | 0.00% | +2,140 | New |
| Bank of New Hampshire | 2,140 | $229.0K | 0.06% | +2,140 | New |
| Osterweis Capital Management Inc | 2,160 | $231.0K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 2,175 | $232.0K | 0.12% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,180 | $233.0K | 0.02% | +1,088+99.6% | Added |