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 |
|---|---|---|---|---|---|
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,202 | $235.0K | 0.06% | −341−13.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $235.0K | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,200 | $235.0K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,211 | $236.0K | 0.03% | +65+3.0% | Added |
| M&G Investment Management Ltd | 2,205 | $236.0K | 0.00% | +270+14.0% | Added |
| Berman Capital Advisors, LLC | 2,215 | $236.0K | 0.04% | +607+37.7% | Added |
| Acadian Asset Management LLC | 2,216 | $237.0K | 0.00% | −2,358−51.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,215 | $237.0K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 2,226 | $238.0K | 0.02% | −409−15.5% | Reduced |
| Fairhaven Wealth Management, LLC | 2,224 | $238.0K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,244 | $238.0K | 0.00% | +496+28.4% | Added |
| Arete Wealth Advisors, LLC | 2,492 | $244.0K | 0.03% | −291−10.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,285 | $244.0K | 0.02% | +363+18.9% | Added |
| 9258 Wealth Management, LLC | 2,286 | $244.0K | 0.07% | +2,286 | New |
| Princeton Global Asset Management LLC | 2,300 | $246.0K | 0.07% | −8,525−78.8% | Reduced |
| Parallel Advisors, LLC | 2,303 | $246.0K | 0.01% | +345+17.6% | Added |
| Sawgrass Asset Management LLC | 2,319 | $248.0K | 0.02% | −78,049−97.1% | Reduced |
| Bulltick Wealth Management, LLC | 2,363 | $252.6K | 0.06% | +2,363 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $254.0K | 0.14% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,378 | $254.2K | 0.01% | +78+3.4% | Added |
| Opal Wealth Advisors, LLC | 2,382 | $255.0K | 0.24% | +38+1.6% | Added |
| Principal Street Partners, LLC | 2,396 | $256.0K | 0.07% | −1,653−40.8% | Reduced |
| Dearborn Partners LLC | 2,400 | $257.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,404 | $257.0K | 0.01% | +21+0.9% | Added |
| Holderness Investments Co | 2,400 | $257.0K | 0.08% | +160+7.1% | Added |
| Main Street Research LLC | 2,407 | $257.0K | 0.02% | +2,407 | New |
| Quilter Plc | 2,416 | $258.0K | 0.01% | +253+11.7% | Added |
| Proficio Capital Partners LLC | 2,424 | $259.0K | 0.03% | −74−3.0% | Reduced |
| Ellevest, Inc. | 2,421 | $259.0K | 0.03% | +593+32.4% | Added |
| MONECO Advisors, LLC | 2,446 | $261.0K | 0.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,440 | $261.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,200 | $262.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,475 | $265.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,482 | $265.0K | 0.02% | +177+7.7% | Added |
| DRW Securities, LLC | 2,478 | $265.0K | 0.04% | +2,478 | New |
| Schwab Charitable Fund | 2,485 | $266.0K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,523 | $269.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,422 | $270.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,546 | $272.0K | 0.02% | −747−22.7% | Reduced |
| Palladium Partners LLC | 2,540 | $272.0K | 0.01% | −133−5.0% | Reduced |
| Carlson Capital Management | 2,552 | $273.0K | 0.04% | −69−2.6% | Reduced |
| BBR Partners, LLC | 2,571 | $275.0K | 0.02% | −516−16.7% | Reduced |
| Chickasaw Capital Management LLC | 2,577 | $275.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,574 | $275.0K | 0.00% | +267+11.6% | Added |
| WealthPLAN Partners, LLC | 2,459 | $275.0K | 0.02% | +2,459 | New |
| Chicago Partners Investment Group LLC | 2,482 | $276.0K | 0.02% | −22−0.9% | Reduced |
| Goodwin Daniel L | 2,612 | $276.0K | 0.13% | +2,612 | New |
| Venture Visionary Partners LLC | 2,592 | $277.0K | 0.02% | +20+0.8% | Added |
| Badgley Phelps & Bell Inc | 2,604 | $278.0K | 0.01% | −133−4.9% | Reduced |
| Meyer Handelman Co | 2,600 | $278.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,600 | $279.0K | 0.05% | +167+6.9% | Added |
| Caxton Associates LP | 2,645 | $283.0K | 0.04% | +2,645 | New |
| Lake Street Advisors Group, LLC | 2,565 | $285.0K | 0.02% | +41+1.6% | Added |
| Proequities, Inc. | 2,674 | $286.0K | 0.02% | −352−11.6% | Reduced |
| Northwest Bancshares, Inc. | 2,684 | $287.0K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,699 | $288.0K | 0.04% | −15,068−84.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,695 | $288.0K | 0.07% | −115−4.1% | Reduced |
| Motco | 2,692 | $288.0K | 0.02% | +2,547+1,756.6% | Added |
| Codex Capital, L.L.C. | 2,700 | $288.6K | 0.15% | −39,500−93.6% | Reduced |
| Financial Engines Advisors L.L.C. | 2,706 | $289.0K | 0.00% | +12+0.4% | Added |
| Avantax Advisory Services, Inc. | 2,719 | $292.0K | 0.01% | +79+3.0% | Added |
| West Family Investments, Inc. | 2,740 | $293.0K | 0.08% | +2,740 | New |
| Whittier Trust Co of Nevada Inc | 2,751 | $294.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,779 | $297.0K | 0.02% | −235−7.8% | Reduced |
| Circle Wealth Management, LLC | 2,781 | $297.0K | 0.04% | +3+0.1% | Added |
| CRA Financial Services, LLC | 2,794 | $299.0K | 0.10% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,803 | $300.0K | 0.06% | +400+16.6% | Added |
| Centaurus Financial, Inc. | 2,825 | $302.0K | 0.03% | +57+2.1% | Added |
| Leavell Investment Management, Inc. | 2,545 | $303.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,870 | $307.0K | 0.00% | +70+2.5% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,882 | $307.0K | 0.04% | +293+11.3% | Added |
| JGP Wealth Management, LLC | 2,884 | $308.0K | 0.07% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,920 | $312.0K | 0.04% | −50−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,937 | $314.0K | 0.02% | +338+13.0% | Added |
| GFS Advisors, LLC | 2,945 | $315.0K | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,947 | $315.0K | 0.07% | +2,500+559.3% | Added |
| Ingalls & Snyder LLC | 2,976 | $318.0K | 0.01% | +105+3.7% | Added |
| Copperleaf Capital, LLC | 2,984 | $319.0K | 0.31% | −9−0.3% | Reduced |
| Heron Financial Group, LLC | 2,996 | $320.0K | 0.18% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,006 | $321.0K | 0.01% | +2+0.1% | Added |
| International Assets Investment Management, LLC | 29,745 | $322.0K | 0.06% | −14,857−33.3% | Reduced |
| Essex Financial Services, Inc. | 3,011 | $322.0K | 0.05% | +3,011 | New |
| Natixis Investment Managers International | 3,031 | $323.0K | 0.02% | −82−2.6% | Reduced |
| Old Port Advisors | 2,966 | $325.0K | 0.12% | −464−13.5% | Reduced |
| Orion Portfolio Solutions, LLC | 3,056 | $327.0K | 0.01% | +96+3.2% | Added |
| Quest Capital Management Inc | 3,060 | $327.0K | 0.07% | +159+5.5% | Added |
| Addison Advisors LLC | 3,060 | $327.0K | 0.26% | +3,060 | New |
| WoodTrust Financial Corp | 3,088 | $330.0K | 0.09% | −19−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $330.0K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,104 | $332.0K | 0.04% | −1,199−27.9% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $332.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,104 | $332.0K | 0.04% | +117+3.9% | Added |
| Running Oak Capital LLC | 3,131 | $335.0K | 0.19% | −43,048−93.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,134 | $335.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,159 | $338.0K | 0.03% | +192+6.5% | Added |
| Provident Trust Co | 3,184 | $340.0K | 0.01% | −292−8.4% | Reduced |
| Paragon Capital Management Ltd | 3,200 | $342.0K | 0.16% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,202 | $342.0K | 0.05% | +3,202 | New |
| Sandy Spring Bank | 3,218 | $344.0K | 0.02% | +1,378+74.9% | Added |
| Coldstream Capital Management Inc | 3,223 | $345.0K | 0.01% | −274−7.8% | Reduced |