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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 5,135 | $549.0K | 0.05% | +1,027+25.0% | Added |
| Alpha Cubed Investments, LLC | 5,202 | $556.0K | 0.04% | −14,583−73.7% | Reduced |
| Levin Capital Strategies, L.P. | 5,200 | $556.0K | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,209 | $557.0K | 0.56% | +3,072+143.8% | Added |
| Roberts Glore & Co Inc | 5,261 | $562.0K | 0.17% | −120−2.2% | Reduced |
| Fortis Capital Management LLC | 5,257 | $562.0K | 0.29% | +1,838+53.8% | Added |
| Wambolt & Associates, LLC | 5,237 | $567.0K | 0.24% | +85+1.6% | Added |
| Trust Asset Management LLC | 5,305 | $567.0K | 0.08% | +775+17.1% | Added |
| YHB Investment Advisors, Inc. | 5,317 | $568.0K | 0.05% | −380−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,315 | $568.0K | 0.02% | +316+6.3% | Added |
| Eukles Asset Management | 5,336 | $570.0K | 0.32% | +306+6.1% | Added |
| Sheets Smith Wealth Management | 5,329 | $570.0K | 0.08% | +5,329 | New |
| Edgemoor Investment Advisors, Inc. | 5,342 | $571.0K | 0.05% | −106−1.9% | Reduced |
| Crumly & Associates Inc. | 5,343 | $571.0K | 0.28% | +1,103+26.0% | Added |
| BBVA USA | 5,363 | $573.0K | 0.03% | +5,363 | New |
| Savant Capital, LLC | 5,397 | $577.0K | 0.02% | −3−0.1% | Reduced |
| Pendal Group Limited | 5,407 | $578.0K | 0.01% | −109−2.0% | Reduced |
| Baldwin Brothers Inc | 5,413 | $579.0K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,450 | $582.0K | 0.08% | +184+3.5% | Added |
| Central Trust Co | 5,477 | $585.0K | 0.02% | −32−0.6% | Reduced |
| Monte Financial Group, LLC | 5,502 | $588.0K | 0.34% | +363+7.1% | Added |
| Tortoise Index Solutions, LLC | 5,511 | $589.0K | 0.12% | +615+12.6% | Added |
| NBT Bank N A | 5,533 | $591.0K | 0.08% | −15−0.3% | Reduced |
| XTX Topco Ltd | 5,536 | $592.0K | 0.20% | +5,536 | New |
| TLWM | 5,589 | $595.0K | 0.21% | +64+1.2% | Added |
| Rehmann Capital Advisory Group | 5,705 | $597.7K | 0.06% | +766+15.5% | Added |
| Sun Life Financial INC | 5,680 | $608.0K | 0.03% | +2,565+82.3% | Added |
| LVM Capital Management Ltd | 5,700 | $609.0K | 0.09% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,711 | $610.0K | 1.17% | −6,122−51.7% | Reduced |
| Hilltop Holdings Inc. | 5,708 | $610.0K | 0.07% | +1,361+31.3% | Added |
| Bartlett & Co. LLC | 5,754 | $615.0K | 0.01% | +2,000+53.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,754 | $615.0K | 0.01% | +2,000+53.3% | Added |
| Pitcairn Co | 5,793 | $619.0K | 0.04% | −299−4.9% | Reduced |
| Copperwynd Financial, LLC | 5,794 | $619.0K | 0.26% | +98+1.7% | Added |
| Boston Trust Walden Corp | 5,878 | $628.0K | 0.01% | +3,800+182.9% | Added |
| Parsons Capital Management Inc | 5,910 | $632.0K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,911 | $632.0K | 0.01% | +469+8.6% | Added |
| Signature Estate & Investment Advisors LLC | 5,945 | $636.0K | 0.03% | −1,794−23.2% | Reduced |
| Argus Investors' Counsel, Inc. | 5,964 | $637.0K | 0.26% | +347+6.2% | Added |
| Assetmark, Inc | 5,973 | $638.0K | 0.00% | −615−9.3% | Reduced |
| Oppenheimer & Co Inc | 5,989 | $640.0K | 0.01% | −292−4.6% | Reduced |
| Independent Advisor Alliance | 6,045 | $646.0K | 0.04% | +1,617+36.5% | Added |
| Weld Capital Management LLC | 6,073 | $649.0K | 0.66% | −2,732−31.0% | Reduced |
| Michael B. Yongue | 6,094 | $651.0K | 0.48% | +45+0.7% | Added |
| Clarius Group, LLC | 6,113 | $653.0K | 0.06% | −21−0.3% | Reduced |
| Accretive Wealth Partners, LLC | 6,106 | $653.0K | 0.47% | +501+8.9% | Added |
| AGF Investments America Inc. | 6,131 | $655.0K | 0.15% | +6,131 | New |
| Fortem Financial Group, LLC | 6,147 | $657.0K | 0.33% | +114+1.9% | Added |
| Foundry Partners, LLC | 6,161 | $659.0K | 0.02% | −1,005−14.0% | Reduced |
| Integrated Advisors Network LLC | 6,222 | $665.0K | 0.05% | +495+8.6% | Added |
| Sentry Investment Management LLC | 6,231 | $666.0K | 0.17% | +1,286+26.0% | Added |
| Campbell & CO Investment Adviser LLC | 6,254 | $668.0K | 0.29% | +6,254 | New |
| Sompo Asset Management Co., Ltd. | 6,290 | $672.0K | 0.14% | +420+7.2% | Added |
| Centiva Capital, LP | 6,358 | $680.0K | 0.05% | +6,358 | New |
| American Century Companies Inc | 6,373 | $681.0K | 0.00% | +1,222+23.7% | Added |
| Lafayette Investments, Inc. | 6,374 | $681.0K | 0.19% | +6,374 | New |
| Quantitative Systematic Strategies LLC | 6,374 | $681.0K | 0.24% | +6,374 | New |
| Boyd Watterson Asset Management LLC | 6,384 | $682.0K | 0.28% | +45+0.7% | Added |
| CoreFirst Bank & Trust | 6,400 | $684.0K | 0.47% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,418 | $686.0K | 0.10% | +472+7.9% | Added |
| Kendall Capital Management | 6,485 | $693.0K | 0.39% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,491 | $694.0K | 0.13% | +1,658+34.3% | Added |
| First Washington CORP | 6,500 | $695.0K | 0.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 6,500 | $695.0K | 0.37% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,507 | $696.0K | 0.20% | −227−3.4% | Reduced |
| HighPoint Advisor Group LLC | 6,521 | $697.0K | 0.07% | −1,379−17.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,529 | $698.0K | 0.12% | −156−2.3% | Reduced |
| Barings LLC | 6,579 | $703.0K | 0.02% | −267−3.9% | Reduced |
| Empirical Finance, LLC | 6,596 | $705.0K | 0.11% | +1,106+20.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $707.0K | 0.04% | −490−6.9% | Reduced |
| Boothbay Fund Management, LLC | 6,636 | $709.0K | 0.03% | −312−4.5% | Reduced |
| Riverbridge Partners LLC | 6,672 | $713.0K | 0.01% | −553−7.7% | Reduced |
| Buckley Wealth Management, LLC | 6,700 | $716.0K | 0.25% | −250−3.6% | Reduced |
| Orser Capital Management, LLC | 6,700 | $716.0K | 0.38% | +6,700 | New |
| ICW Investment Advisors LLC | 6,768 | $723.0K | 0.47% | +106+1.6% | Added |
| Conning Inc. | 6,780 | $725.0K | 0.02% | −758−10.1% | Reduced |
| Acas, LLC | 6,800 | $727.0K | 1.03% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 6,818 | $729.0K | 0.26% | −45−0.7% | Reduced |
| Aureus Asset Management, LLC | 6,830 | $730.0K | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,730 | $733.0K | 0.04% | +746+12.5% | Added |
| Certified Advisory Corp | 6,854 | $733.0K | 0.18% | +3,713+118.2% | Added |
| Boston Private Wealth LLC | 6,869 | $734.0K | 0.01% | −313−4.4% | Reduced |
| Keybank National Association | 6,882 | $736.0K | 0.00% | +482+7.5% | Added |
| Mission Wealth Management, LP | 6,881 | $736.0K | 0.04% | +3,404+97.9% | Added |
| Jump Financial, LLC | 6,959 | $743.0K | 0.07% | +4,058+139.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,989 | $747.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 7,005 | $749.0K | 0.01% | −62−0.9% | Reduced |
| Orrstown Financial Services Inc | 6,920 | $750.0K | 1.08% | −432−5.9% | Reduced |
| Bank of Stockton | 7,017 | $750.0K | 0.23% | −330−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,075 | $756.0K | 0.08% | +7,075 | New |
| Wesbanco Bank Inc | 7,086 | $757.0K | 0.03% | +100+1.4% | Added |
| VeraBank, N.A. | 7,130 | $762.0K | 0.45% | +22+0.3% | Added |
| Avestar Capital, LLC | 7,179 | $767.0K | 0.15% | +247+3.6% | Added |
| Peapack Gladstone Financial Corp | 7,198 | $769.0K | 0.02% | −451−5.9% | Reduced |
| Two Sigma Investments, LP | 7,195 | $769.0K | 0.00% | +5,500+324.5% | Added |
| Sand Hill Global Advisors, LLC | 7,232 | $773.0K | 0.05% | −526−6.8% | Reduced |
| Manchester Capital Management LLC | 7,249 | $775.0K | 0.11% | +73+1.0% | Added |
| Sadoff Investment Management LLC | 7,270 | $777.0K | 0.05% | +50+0.7% | Added |
| Accurate Wealth Management, LLC | 7,278 | $778.0K | 0.68% | +7,278 | New |
| Stratos Wealth Partners, LTD. | 7,284 | $779.0K | 0.02% | −167−2.2% | Reduced |