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 |
|---|---|---|---|---|---|
| Vista Investment Management | 3,232 | $345.0K | 0.20% | +140+4.5% | Added |
| Arcus Capital Partners, LLC | 3,227 | $345.0K | 0.16% | +255+8.6% | Added |
| Wolverine Asset Management LLC | 3,237 | $346.0K | 0.00% | +455+16.4% | Added |
| Marotta Asset Management | 3,200 | $346.7K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,276 | $350.0K | 0.05% | +199+6.5% | Added |
| Epiq Partners, LLC | 3,280 | $351.0K | 0.18% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,301 | $353.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,381 | $361.0K | 0.12% | +3,381 | New |
| Pegasus Partners Ltd. | 3,436 | $367.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,431 | $367.0K | 0.12% | +353+11.5% | Added |
| Segall Bryant & Hamill, LLC | 3,476 | $371.0K | 0.00% | −53−1.5% | Reduced |
| Forte Capital LLC | 3,513 | $376.0K | 0.05% | +1,167+49.7% | Added |
| Parametrica Management Ltd | 3,553 | $380.0K | 0.28% | +3,553 | New |
| Intellectus Partners, LLC | 3,598 | $385.0K | 0.09% | +3,598 | New |
| ClariVest Asset Management LLC | 3,610 | $386.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,620 | $387.0K | 0.01% | −9,656−72.7% | Reduced |
| Ballentine Partners, LLC | 3,695 | $395.0K | 0.01% | +24+0.7% | Added |
| Gateway Investment Advisers LLC | 3,747 | $401.0K | 0.00% | −185−4.7% | Reduced |
| TRUE Private Wealth Advisors | 3,769 | $402.0K | 0.06% | −715−15.9% | Reduced |
| qPULA Trading Management LP | 3,757 | $402.0K | 0.72% | +3,757 | New |
| Boston Financial Mangement LLC | 3,767 | $403.0K | 0.02% | −443−10.5% | Reduced |
| Enterprise Financial Services Corp | 3,780 | $404.0K | 0.06% | −576−13.2% | Reduced |
| Benjamin Edwards Inc | 3,778 | $404.0K | 0.28% | +3,778 | New |
| Wade G W & Inc | 3,788 | $405.0K | 0.02% | −130−3.3% | Reduced |
| Peloton Wealth Strategists | 3,793 | $405.0K | 0.17% | −79−2.0% | Reduced |
| Henshaw Capital LLC | 3,863 | $412.9K | 0.03% | −2,632−40.5% | Reduced |
| PEAK6 Investments LLC | 3,873 | $414.0K | 0.01% | +3,873 | New |
| Pinnacle Financial Partners Inc | 3,898 | $416.0K | 0.02% | −1,328−25.4% | Reduced |
| Pinnacle Wealth Advisors | 3,898 | $416.0K | 0.02% | +3,898 | New |
| Madrona Financial Services, LLC | 3,902 | $417.0K | 0.21% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 3,948 | $422.0K | 0.00% | +1,700+75.6% | Added |
| Ironsides Asset Advisors, LLC | 3,955 | $423.0K | 0.13% | −95−2.3% | Reduced |
| Covey Capital Advisors, LLC | – | $427.0K | 0.32% | – | – |
| RBF Capital, LLC | 4,000 | $428.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,007 | $428.0K | 0.06% | +7+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,000 | $428.0K | 0.03% | +4,000 | New |
| Principle Wealth Partners LLC | 4,010 | $429.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,010 | $429.0K | 0.05% | +4,010 | New |
| Intersect Capital LLC | 4,024 | $430.0K | 0.08% | −163−3.9% | Reduced |
| First Manhattan Co | 4,034 | $431.0K | 0.00% | −100−2.4% | Reduced |
| Standard Family Office LLC | 4,046 | $432.0K | 0.09% | +875+27.6% | Added |
| Alpha Paradigm Partners, LLC | 4,099 | $438.0K | 0.17% | +4,099 | New |
| Brown Brothers Harriman & Co | 4,108 | $439.0K | 0.00% | −6−0.1% | Reduced |
| 1st Source Bank | 4,105 | $439.0K | 0.03% | +265+6.9% | Added |
| Grandfield & Dodd, LLC | 4,111 | $440.0K | 0.03% | −2,000−32.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,128 | $441.0K | 0.01% | −18,639−81.9% | Reduced |
| Pflug Koory, LLC | 4,165 | $445.0K | 0.23% | +73+1.8% | Added |
| Haverford Trust Co | 4,164 | $445.0K | 0.01% | +4,164 | New |
| Usca Ria LLC | 4,177 | $446.0K | 0.03% | −84−2.0% | Reduced |
| Fishman Jay A Ltd | 4,180 | $446.8K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,194 | $448.0K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,189 | $448.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,198 | $449.0K | 0.08% | −720−14.6% | Reduced |
| Symmetry Partners, LLC | 4,214 | $450.0K | 0.03% | +365+9.5% | Added |
| Sigma Planning Corp | 4,239 | $453.0K | 0.01% | −6,096−59.0% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $457.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,292 | $459.0K | 0.06% | −880−17.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,300 | $459.6K | 0.12% | −300−6.5% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $460.0K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,320 | $462.0K | 0.02% | +91+2.2% | Added |
| Donaldson Capital Management, LLC | 4,352 | $465.0K | 0.02% | −729−14.3% | Reduced |
| Wealth Management Associates, Inc. | 4,359 | $465.9K | 0.26% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,380 | $468.0K | 0.22% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,394 | $470.0K | 0.02% | +1,358+44.7% | Added |
| Mid Atlantic Financial Management Inc | 4,408 | $471.0K | 0.03% | +260+6.3% | Added |
| Dark Forest Capital Management LP | 4,430 | $474.0K | 0.21% | +4,430 | New |
| Fiera Capital Corp | 4,447 | $475.0K | 0.00% | −8,532−65.7% | Reduced |
| Hoylecohen, LLC | 4,446 | $475.0K | 0.04% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 4,444 | $475.0K | 0.17% | +6+0.1% | Added |
| Minot Wealth Management LLC | 4,316 | $475.0K | 0.10% | +18+0.4% | Added |
| Tiemann Investment Advisors, LLC | 4,450 | $476.0K | 0.22% | −100−2.2% | Reduced |
| Kinneret Advisory, LLC | 4,451 | $476.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,484 | $479.0K | 0.03% | +373+9.1% | Added |
| Fort, L.P. | 4,483 | $479.0K | 0.14% | +4,483 | New |
| Shay Capital LLC | 4,500 | $481.0K | 0.11% | +841+23.0% | Added |
| Optas, LLC | 4,532 | $484.0K | 0.14% | +71+1.6% | Added |
| Staley Capital Advisers Inc | 4,545 | $486.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,551 | $486.0K | 0.01% | +2,215+94.8% | Added |
| Condor Capital Management | 4,560 | $487.0K | 0.05% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,581 | $490.0K | 0.30% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 4,398 | $492.0K | 0.10% | −296−6.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,640 | $496.0K | 0.02% | +641+16.0% | Added |
| Girard Partners Ltd. | 4,679 | $500.0K | 0.06% | +4,679 | New |
| St Germain D J Co Inc | 4,719 | $504.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,716 | $504.0K | 0.17% | +1,190+33.7% | Added |
| Caldwell Trust Co | 4,725 | $505.1K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,797 | $513.0K | 0.02% | −361−7.0% | Reduced |
| CAPROCK Group, Inc. | 4,834 | $517.0K | 0.05% | +94+2.0% | Added |
| Richard Bernstein Advisors LLC | 4,882 | $521.0K | 0.01% | 00.0% | Unchanged |
| Santori & Peters | 4,907 | $524.0K | 0.30% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,919 | $526.0K | 0.00% | −1,016−17.1% | Reduced |
| Capula Management Ltd | 4,949 | $529.0K | 0.10% | −2,771−35.9% | Reduced |
| Prudential PLC | 4,975 | $532.0K | 0.00% | +4,975 | New |
| Alexandria Capital, LLC | 5,000 | $534.0K | 0.05% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 5,004 | $535.0K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,036 | $538.0K | 0.01% | −92,179−94.8% | Reduced |
| Ellis Investment Partners, LLC | 5,080 | $543.0K | 0.14% | 00.0% | Unchanged |
| JustInvest LLC | 5,116 | $547.0K | 0.06% | −4,285−45.6% | Reduced |
| Forbes J M & Co LLP | 5,125 | $548.0K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,139 | $549.0K | 0.04% | +225+4.6% | Added |