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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 7,306 | $781.0K | 0.07% | −142−1.9% | Reduced |
| Abacus Wealth Partners, LLC | 7,357 | $786.4K | 0.31% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,376 | $788.0K | 0.03% | −42−0.6% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $791.0K | 0.24% | −3,305−30.9% | Reduced |
| True North Advisors, LLC | 7,500 | $801.0K | 0.17% | +7,500 | New |
| Midwest Professional Planners, LTD. | 7,589 | $811.0K | 0.42% | +4,611+154.8% | Added |
| Stevard, LLC | 7,600 | $812.0K | 0.63% | 00.0% | Unchanged |
| Spinnaker Trust | 7,593 | $812.0K | 0.06% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 7,645 | $817.0K | 0.52% | +1,575+25.9% | Added |
| HBK Sorce Advisory LLC | 7,650 | $818.0K | 0.05% | +81+1.1% | Added |
| Virtu Financial LLC | 7,755 | $829.0K | 0.08% | +1,479+23.6% | Added |
| Blueshift Asset Management, LLC | 7,782 | $832.0K | 0.05% | −2,295−22.8% | Reduced |
| Penbrook Management LLC | 7,841 | $838.0K | 0.53% | −1,000−11.3% | Reduced |
| Change Path, LLC | 7,842 | $838.0K | 0.05% | +2,465+45.8% | Added |
| Boston Common Asset Management, LLC | 7,850 | $839.0K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,849 | $839.0K | 0.08% | +7,849 | New |
| Koshinski Asset Management, Inc. | 7,859 | $840.0K | 0.11% | −2,171−21.6% | Reduced |
| Archford Capital Strategies, LLC | 7,895 | $844.0K | 0.21% | +2,685+51.5% | Added |
| Seeyond | 7,927 | $847.0K | 0.08% | −264−3.2% | Reduced |
| Fairfield, Bush & Co. | 7,935 | $848.0K | 0.23% | +520+7.0% | Added |
| LaFleur & Godfrey LLC | 7,950 | $850.0K | 0.12% | +7,950 | New |
| Townsend Asset Management Corp | 7,984 | $853.0K | 0.47% | +400+5.3% | Added |
| BW Gestao de Investimentos Ltda. | 8,000 | $855.1K | 0.31% | +1,000+14.3% | Added |
| Wintrust Investments LLC | 8,031 | $858.0K | 0.09% | −20−0.2% | Reduced |
| Washington Trust Co | 8,043 | $860.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,073 | $863.0K | 0.04% | −20−0.2% | Reduced |
| Meritage Portfolio Management | 8,089 | $865.0K | 0.05% | −340−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 8,123 | $868.0K | 0.09% | −1,061−11.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,118 | $868.0K | 0.30% | +736+10.0% | Added |
| Johnson Investment Counsel Inc | 8,155 | $872.0K | 0.01% | +674+9.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,185 | $875.0K | 0.00% | −6,454−44.1% | Reduced |
| First Nebraska Trust Co | 8,235 | $880.2K | 0.11% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,253 | $882.0K | 0.00% | −1,424,047−99.4% | Reduced |
| Umb Bank N A | 8,251 | $882.0K | 0.02% | −340−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,292 | $886.0K | 0.02% | −723−8.0% | Reduced |
| Homrich & Berg | 8,338 | $891.0K | 0.02% | +40.0% | Added |
| Malaga Cove Capital, LLC | 8,339 | $891.0K | 0.38% | +4,034+93.7% | Added |
| Captrust Financial Advisors | 8,345 | $892.0K | 0.01% | −2,138−20.4% | Reduced |
| Smithfield Trust Co | 8,344 | $892.0K | 0.06% | 00.0% | Unchanged |
| Dohj, LLC | 8,392 | $897.0K | 0.47% | −1,101−11.6% | Reduced |
| American Portfolios Advisors | 8,468 | $905.1K | 0.04% | +141+1.7% | Added |
| Federated Hermes, Inc. | 8,476 | $906.0K | 0.00% | +3,362+65.7% | Added |
| Toroso Investments, LLC | 8,794 | $940.0K | 0.04% | +2,775+46.1% | Added |
| Kowal Investment Group, LLC | 8,889 | $950.0K | 0.34% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 9,051 | $967.0K | 0.18% | 00.0% | Unchanged |
| Stableford Capital II LLC | 9,100 | $973.0K | 0.46% | +257+2.9% | Added |
| Harbor Investment Advisory, LLC | 9,170 | $980.0K | 0.13% | +847+10.2% | Added |
| Peoples Bank | 9,200 | $983.0K | 0.52% | −40−0.4% | Reduced |
| Mercer Capital Advisers, Inc. | 9,200 | $983.0K | 0.49% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 9,211 | $985.0K | 0.26% | −153−1.6% | Reduced |
| AdvisorShares Investments LLC | 9,370 | $1.00M | 0.14% | +532+6.0% | Added |
| Segment Wealth Management, LLC | 9,405 | $1.00M | 0.12% | −6−0.1% | Reduced |
| Independence Bank of Kentucky | 9,415 | $1.01M | 0.45% | +1,585+20.2% | Added |
| John G Ullman & Associates Inc | 9,450 | $1.01M | 0.13% | −200−2.1% | Reduced |
| Chesapeake Wealth Management | 9,458 | $1.01M | 0.33% | −558−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,550 | $1.02M | 0.47% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,544 | $1.02M | 0.08% | +42+0.4% | Added |
| Cresset Asset Management, LLC | 9,589 | $1.02M | 0.01% | +554+6.1% | Added |
| Key Financial Inc | 8,906 | $1.02M | 0.57% | 00.0% | Unchanged |
| QS Investors, LLC | 9,636 | $1.03M | 0.01% | −10.0% | Reduced |
| SkyOak Wealth, LLC | 9,688 | $1.04M | 0.28% | −251−2.5% | Reduced |
| Verition Fund Management LLC | 9,688 | $1.04M | 0.02% | +504+5.5% | Added |
| Ergoteles LLC | 9,722 | $1.04M | 0.02% | +9,722 | New |
| Kingsview Wealth Management, LLC | 9,635 | $1.04M | 0.05% | +84+0.9% | Added |
| Central Bank & Trust Co | 9,832 | $1.05M | 0.17% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 9,881 | $1.06M | 0.34% | +2,274+29.9% | Added |
| Quantitative Investment Management, LLC | 9,914 | $1.06M | 0.10% | +9,914 | New |
| Chase Investment Counsel Corp | 9,935 | $1.06M | 0.44% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 10,000 | $1.07M | 0.20% | −10,000−50.0% | Reduced |
| Freestone Capital Holdings, LLC | 10,033 | $1.07M | 0.05% | +73+0.7% | Added |
| Choate Investment Advisors | 10,060 | $1.07M | 0.07% | +879+9.6% | Added |
| Brown Capital Management LLC | 10,100 | $1.08M | 0.01% | −102−1.0% | Reduced |
| Vestcor Inc | 10,109 | $1.08M | 0.04% | −597−5.6% | Reduced |
| Veriti Management LLC | 10,109 | $1.08M | 0.16% | +3,541+53.9% | Added |
| Kathmere Capital Management, LLC | 10,180 | $1.09M | 0.21% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 10,213 | $1.09M | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 10,246 | $1.09M | 0.01% | −1,017−9.0% | Reduced |
| BerganKDV Wealth Management, LLC | 10,256 | $1.10M | 0.13% | +155+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,272 | $1.10M | 0.28% | +5,828+131.1% | Added |
| Court Place Advisors, LLC | 10,315 | $1.10M | 0.32% | 00.0% | Unchanged |
| Burney Co | 10,378 | $1.11M | 0.05% | −52−0.5% | Reduced |
| Quantamental Technologies LLC | 10,379 | $1.11M | 0.98% | +10,379 | New |
| Ieq Capital, LLC | 10,489 | $1.12M | 0.03% | −1,642−13.5% | Reduced |
| Psagot Investment House Ltd. | 10,505 | $1.12M | 0.04% | −174,232−94.3% | Reduced |
| Abundance Wealth Counselors | 10,641 | $1.14M | 0.29% | +2,223+26.4% | Added |
| Intact Investment Management Inc. | 10,700 | $1.14M | 0.03% | +2,100+24.4% | Added |
| Gyroscope Capital Management Group, LLC | 10,808 | $1.16M | 0.41% | +1,166+12.1% | Added |
| Johnson Financial Group, Inc. | 10,834 | $1.16M | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 10,864 | $1.16M | 0.24% | +200+1.9% | Added |
| Cornercap Investment Counsel Inc | 10,903 | $1.17M | 0.13% | +10,903 | New |
| Banque Cantonale Vaudoise | 10,919 | $1.17M | 0.05% | −500−4.4% | Reduced |
| Fieldpoint Private Securities, LLC | 10,565 | $1.17M | 0.26% | −6,215−37.0% | Reduced |
| We Are One Seven, LLC | 11,035 | $1.18M | 0.16% | +9,151+485.7% | Added |
| Nicola Wealth Management Ltd. | 11,212 | $1.20M | 0.12% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 11,350 | $1.21M | 0.27% | −527−4.4% | Reduced |
| DuPont Capital Management Corp | 11,482 | $1.23M | 0.03% | +2,184+23.5% | Added |
| Newman Dignan & Sheerar, Inc. | 11,490 | $1.23M | 0.42% | +640+5.9% | Added |
| Aurora Investment Counsel | 11,515 | $1.23M | 0.86% | +11,515 | New |
| Ethic Inc. | 11,691 | $1.25M | 0.15% | +2,288+24.3% | Added |
| GWM Advisors LLC | 11,702 | $1.25M | 0.03% | −2,932−20.0% | Reduced |