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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 18,643 | $1.99M | 0.14% | −2,081−10.0% | Reduced |
| Wealthspire Advisors, LLC | 18,664 | $2.00M | 0.05% | −6,388−25.5% | Reduced |
| FJ Capital Management LLC | 19,000 | $2.00M | 0.17% | +7,900+71.2% | Added |
| Cary Street Partners Asset Management LLC | 18,881 | $2.02M | 0.48% | −25,241−57.2% | Reduced |
| Tiaa, FSB | 18,905 | $2.02M | 0.01% | +186+1.0% | Added |
| Harvest Volatility Management LLC | 19,161 | $2.05M | 0.17% | +4,620+31.8% | Added |
| Coastline Trust Co | 19,295 | $2.06M | 0.26% | +1,145+6.3% | Added |
| Dowling & Yahnke LLC | 19,313 | $2.06M | 0.12% | +1,146+6.3% | Added |
| Spire Wealth Management | 19,337 | $2.07M | 0.06% | −178−0.9% | Reduced |
| Pearl River Capital, LLC | 19,356 | $2.07M | 0.57% | −13,309−40.7% | Reduced |
| Duncker Streett & Co Inc | 19,391 | $2.07M | 0.38% | −19,624−50.3% | Reduced |
| Panagora Asset Management Inc | 19,486 | $2.08M | 0.01% | −2,632−11.9% | Reduced |
| Guardian Capital LP | 19,520 | $2.09M | 0.04% | +2,430+14.2% | Added |
| Annex Advisory Services, LLC | 19,739 | $2.11M | 0.17% | −5,951−23.2% | Reduced |
| Community Capital Management, Inc. | 19,800 | $2.12M | 2.14% | +2,800+16.5% | Added |
| BKD Wealth Advisors, LLC | 19,833 | $2.12M | 0.10% | +1,769+9.8% | Added |
| Landaas & Co | 19,938 | $2.13M | 1.19% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 20,185 | $2.16M | 0.55% | +575+2.9% | Added |
| Palouse Capital Management, Inc. | 20,339 | $2.17M | 0.95% | +2,077+11.4% | Added |
| Moors & Cabot, Inc. | 20,364 | $2.18M | 0.15% | +10,938+116.0% | Added |
| Gamble Jones Investment Counsel | 20,422 | $2.18M | 0.14% | −600−2.9% | Reduced |
| Ami Investment Management Inc | 20,464 | $2.19M | 0.89% | −600−2.8% | Reduced |
| Alps Advisors Inc | 20,468 | $2.19M | 0.02% | +3,738+22.3% | Added |
| Scotia Capital Inc. | 20,535 | $2.19M | 0.02% | +5,342+35.2% | Added |
| Leonteq Securities AG | 20,660 | $2.21M | 0.17% | +14,341+227.0% | Added |
| Clayton Partners LLC | 20,863 | $2.23M | 1.90% | +20,863 | New |
| Verdence Capital Advisors LLC | 21,016 | $2.25M | 0.31% | +21,016 | New |
| Trinity Financial Advisors LLC | 21,085 | $2.25M | 1.58% | −3,542−14.4% | Reduced |
| South Dakota Investment Council | 21,099 | $2.25M | 0.04% | −2,470−10.5% | Reduced |
| First Citizens Bank & Trust Co | 21,132 | $2.26M | 0.11% | −524−2.4% | Reduced |
| Regent Investment Management LLC | 21,208 | $2.27M | 0.53% | +720+3.5% | Added |
| Buckingham Strategic Wealth, LLC | 21,321 | $2.28M | 0.05% | −438−2.0% | Reduced |
| Campbell Newman Asset Management Inc | 21,376 | $2.29M | 0.22% | −2,112−9.0% | Reduced |
| Ellenbecker Investment Group | 21,638 | $2.31M | 0.76% | −350−1.6% | Reduced |
| WESCAP Management Group, Inc. | 22,000 | $2.35M | 0.68% | −243−1.1% | Reduced |
| Wedbush Securities Inc | 22,003 | $2.35M | 0.11% | −655−2.9% | Reduced |
| Pentwater Capital Management LP | 22,000 | $2.35M | 0.02% | +22,000 | New |
| High Pointe Capital Management LLC | 22,080 | $2.36M | 1.86% | +2,900+15.1% | Added |
| Argyle Capital Management Inc. | 22,278 | $2.38M | 0.77% | +800+3.7% | Added |
| Ameritas Investment Partners, Inc. | 22,358 | $2.39M | 0.09% | +362+1.6% | Added |
| Aigen Investment Management, LP | 22,388 | $2.39M | 0.42% | +22,388 | New |
| Eads & Heald Wealth Management | 22,665 | $2.42M | 1.18% | −158−0.7% | Reduced |
| Flputnam Investment Management Co | 22,960 | $2.45M | 0.08% | +377+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,222 | $2.48M | 0.10% | −800−3.3% | Reduced |
| Redmond Asset Management, LLC | 23,482 | $2.51M | 0.74% | +34+0.1% | Added |
| Monarch Capital Management Inc | 23,550 | $2.52M | 0.72% | +722+3.2% | Added |
| Great Valley Advisor Group, Inc. | 23,553 | $2.52M | 0.19% | +13,800+141.5% | Added |
| Taal Capital Management LP | 23,580 | $2.52M | 2.22% | −1,420−5.7% | Reduced |
| Kingfisher Capital LLC | 23,617 | $2.52M | 0.64% | +822+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 23,644 | $2.53M | 0.39% | −2,395−9.2% | Reduced |
| First Hawaiian Bank | 23,708 | $2.53M | 0.11% | +160+0.7% | Added |
| Tectonic Advisors LLC | 23,742 | $2.54M | 0.52% | +4,310+22.2% | Added |
| Vectors Research Management, LLC | 23,784 | $2.54M | 0.65% | +434+1.9% | Added |
| HNP Capital LLC | 23,784 | $2.54M | 0.67% | +582+2.5% | Added |
| Equitable Holdings, Inc. | 23,858 | $2.55M | 0.04% | +2,096+9.6% | Added |
| Baker Chad R | 24,000 | $2.56M | 0.58% | −29,100−54.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,092 | $2.58M | 0.12% | +460+1.9% | Added |
| Evergreen Capital Management LLC | 24,124 | $2.58M | 0.12% | +265+1.1% | Added |
| KLCM Advisors, Inc. | 24,254 | $2.59M | 0.57% | +450+1.9% | Added |
| New York Life Investments Alternatives | 24,477 | $2.62M | 1.75% | +245+1.0% | Added |
| Old Second National Bank of Aurora | 24,577 | $2.63M | 0.72% | +28+0.1% | Added |
| Rockefeller Capital Management L.P. | 24,708 | $2.64M | 0.01% | +8,615+53.5% | Added |
| Sciencast Management LP | 24,336 | $2.65M | 0.56% | −13,983−36.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 24,798 | $2.65M | 0.27% | +1,969+8.6% | Added |
| Fore Capital, LLC | 25,000 | $2.67M | 3.18% | +25,000 | New |
| Dempze Nancy E | 25,186 | $2.69M | 2.27% | −270−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 25,269 | $2.70M | 0.16% | +3,900+18.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 25,574 | $2.73M | 0.33% | +2,014+8.5% | Added |
| Bradley Mark J. | 25,860 | $2.76M | 1.84% | −665−2.5% | Reduced |
| Advisor Partners LLC | 25,857 | $2.76M | 0.18% | −461−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,385 | $2.82M | 0.28% | −609−2.3% | Reduced |
| Boenning & Scattergood, Inc. | 26,609 | $2.84M | 0.50% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 24,833 | $2.86M | 1.00% | +263+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,047 | $2.89M | 0.05% | +947+3.6% | Added |
| BDO Wealth Advisors, LLC | 27,200 | $2.91M | 0.32% | +1,300+5.0% | Added |
| Gabelli Funds LLC | 27,320 | $2.92M | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 27,602 | $2.95M | 0.21% | +23,957+657.3% | Added |
| Credit Agricole S A | 27,709 | $2.96M | 0.10% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 27,805 | $2.97M | 1.01% | −2,588−8.5% | Reduced |
| Argent Trust Co | 27,872 | $2.98M | 0.20% | +6,502+30.4% | Added |
| MML Investors Services, LLC | 27,994 | $2.99M | 0.03% | −11,436−29.0% | Reduced |
| Sepio Capital, LP | 28,337 | $3.03M | 0.25% | +25,877+1,051.9% | Added |
| Hall Laurie J Trustee | 29,177 | $3.12M | 1.18% | 00.0% | Unchanged |
| Fiduciary Trust Co | 29,397 | $3.14M | 0.06% | +4,419+17.7% | Added |
| Thomas Story & Son LLC | 29,435 | $3.15M | 1.17% | −2,175−6.9% | Reduced |
| Patton Albertson Miller Group, LLC | 29,701 | $3.17M | 0.72% | +1,062+3.7% | Added |
| Kestra Advisory Services, LLC | 29,730 | $3.18M | 0.04% | +2,773+10.3% | Added |
| National Asset Management, Inc. | 29,302 | $3.19M | 0.10% | +5,853+25.0% | Added |
| Ally Financial Inc. | 30,000 | $3.21M | 0.32% | +6,000+25.0% | Added |
| Interval Partners, LP | 30,000 | $3.21M | 0.19% | +30,000 | New |
| Glenmede Trust Co NA | 30,117 | $3.22M | 0.02% | +8,610+40.0% | Added |
| Advisory Services Network, LLC | 30,166 | $3.22M | 0.10% | +10,120+50.5% | Added |
| Thrivent Financial for Lutherans | 30,224 | $3.23M | 0.01% | −133,011−81.5% | Reduced |
| TownSquare Capital, LLC | 29,827 | $3.24M | 0.10% | −1,875−5.9% | Reduced |
| Tandem Investment Advisors, Inc. | 30,446 | $3.25M | 0.28% | +11,885+64.0% | Added |
| Mount Yale Investment Advisors, LLC | 30,887 | $3.30M | 0.40% | −3,578−10.4% | Reduced |
| Brewin Dolphin Ltd | 31,001 | $3.31M | 0.15% | +2,192+7.6% | Added |
| Mercer Global Advisors Inc | 31,879 | $3.41M | 0.03% | +1,378+4.5% | Added |
| Providence Capital Advisors, LLC | 31,931 | $3.41M | 1.11% | +919+3.0% | Added |
| Geneos Wealth Management Inc. | 31,258 | $3.42M | 0.13% | −2,099−6.3% | Reduced |