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 |
|---|---|---|---|---|---|
| Stonnington Group, LLC | 31,932 | $3.44M | 0.77% | −3,820−10.7% | Reduced |
| AMJ Financial Wealth Management | 32,216 | $3.44M | 1.50% | −10,216−24.1% | Reduced |
| Bull Street Advisors, LLC | 32,390 | $3.46M | 1.85% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 32,602 | $3.48M | 0.53% | +32,602 | New |
| Stephens Inc | 33,184 | $3.55M | 0.05% | +9,210+38.4% | Added |
| Twin Tree Management, LP | 33,228 | $3.55M | 0.11% | −52,466−61.2% | Reduced |
| Page Arthur B | 33,683 | $3.60M | 2.57% | +105+0.3% | Added |
| Fulton Bank, N.A. | 33,691 | $3.60M | 0.17% | +1,850+5.8% | Added |
| Private Advisor Group, LLC | 33,721 | $3.60M | 0.03% | +2,950+9.6% | Added |
| IndexIQ Advisors LLC | 33,821 | $3.62M | 0.12% | +524+1.6% | Added |
| Bayesian Capital Management, LP | 33,900 | $3.62M | 0.95% | +8,200+31.9% | Added |
| Schroder Investment Management Group | 34,003 | $3.63M | 0.00% | −29,374−46.3% | Reduced |
| Jag Capital Management, LLC | 34,005 | $3.63M | 0.29% | +410+1.2% | Added |
| Cascadia Advisory Services, LLC | 34,360 | $3.67M | 0.79% | +3,268+10.5% | Added |
| Capital City Trust Co | 34,453 | $3.68M | 1.12% | +719+2.1% | Added |
| Anchor Investment Management, LLC | 34,465 | $3.68M | 0.51% | +338+1.0% | Added |
| Kentucky Retirement Systems | 34,682 | $3.71M | 0.18% | −832−2.3% | Reduced |
| Keeler Thomas Management LLC | 34,664 | $3.71M | 1.81% | +3,030+9.6% | Added |
| Indiana Trust & Investment Management CO | 32,726 | $3.73M | 2.04% | +2,144+7.0% | Added |
| CWM, LLC | 35,145 | $3.76M | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 35,155 | $3.76M | 0.43% | +35,155 | New |
| Security Asset Management | 35,171 | $3.76M | 1.48% | −440−1.2% | Reduced |
| Nicollet Investment Management, Inc. | 35,447 | $3.79M | 1.54% | −127−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 35,463 | $3.79M | 0.40% | +2,790+8.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,554 | $3.80M | 0.20% | +2,037+6.1% | Added |
| Magnetar Financial LLC | 35,574 | $3.80M | 0.04% | +35,574 | New |
| CIBC World Markets Inc. | 35,682 | $3.81M | 0.01% | +9,692+37.3% | Added |
| AMG National Trust Bank | 35,894 | $3.84M | 0.12% | +138+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 35,969 | $3.85M | 0.05% | −272−0.8% | Reduced |
| Wisconsin Capital Management LLC | 36,026 | $3.85M | 1.51% | −1,400−3.7% | Reduced |
| Citizens Financial Group Inc | 36,272 | $3.88M | 0.17% | −2,286−5.9% | Reduced |
| Citizens Business Bank | 36,516 | $3.90M | 0.51% | +6,489+21.6% | Added |
| Grassi Investment Management | 36,540 | $3.91M | 0.42% | −90−0.2% | Reduced |
| Baxter Bros Inc | 36,888 | $3.94M | 0.62% | +7,817+26.9% | Added |
| Selway Asset Management | 36,975 | $3.95M | 2.12% | +10,770+41.1% | Added |
| Goelzer Investment Management, Inc. | 37,001 | $3.96M | 0.33% | +19,452+110.8% | Added |
| Xponance, Inc. | 37,055 | $3.96M | 0.07% | −5,124−12.1% | Reduced |
| Cox Capital Mgt LLC | 37,118 | $3.97M | 2.66% | +1,888+5.4% | Added |
| Baldwin Investment Management, LLC | 37,241 | $3.98M | 0.68% | −2,017−5.1% | Reduced |
| South State Corp. | 37,983 | $4.06M | 0.35% | +79+0.2% | Added |
| New Mexico Educational Retirement Board | 39,716 | $4.25M | 0.15% | +4,200+11.8% | Added |
| Maytus Capital Management, LLC | 40,000 | $4.28M | 1.36% | +40,000 | New |
| Trexquant Investment LP | 40,105 | $4.29M | 0.36% | +40,105 | New |
| Marietta Investment Partners LLC | 40,128 | $4.29M | 0.98% | −8,400−17.3% | Reduced |
| Close Asset Management Ltd | 40,200 | $4.30M | 0.21% | +3,111+8.4% | Added |
| RMB Capital Management, LLC | 40,622 | $4.34M | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 41,225 | $4.41M | 0.02% | −126,146−75.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,079 | $4.50M | 0.11% | +820+2.0% | Added |
| Elo Mutual Pension Insurance Co | 42,124 | $4.50M | 0.15% | +1,011+2.5% | Added |
| Zacks Investment Management | 42,277 | $4.52M | 0.07% | +1,002+2.4% | Added |
| Andra AP-fonden | 42,300 | $4.52M | 0.09% | +24,000+131.1% | Added |
| Lee Danner & Bass Inc | 43,316 | $4.63M | 0.42% | +16,278+60.2% | Added |
| Campbell Capital Management Inc | 44,000 | $4.70M | 2.13% | +44,000 | New |
| Teachers Retirement System of the State of Kentucky | 44,075 | $4.71M | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 44,283 | $4.73M | 0.28% | −21,773−33.0% | Reduced |
| Capital Fund Management S.A. | 44,363 | $4.74M | 0.13% | +44,363 | New |
| Ayrshire Capital Management LLC | 44,772 | $4.79M | 2.70% | +885+2.0% | Added |
| Carderock Capital Management Inc | 44,815 | $4.79M | 1.31% | −8,134−15.4% | Reduced |
| Buffington Mohr McNeal | 44,913 | $4.80M | 0.94% | +70.0% | Added |
| Marshall & Sullivan Inc | 44,923 | $4.80M | 2.66% | +597+1.3% | Added |
| Candriam Luxembourg S.C.A. | 45,495 | $4.86M | 0.03% | +11,818+35.1% | Added |
| Veracity Capital LLC | 45,570 | $4.87M | 1.14% | +45,570 | New |
| Westwood Holdings Group Inc. | 45,712 | $4.89M | 0.05% | −573,727−92.6% | Reduced |
| Eagle Asset Management Inc | 45,738 | $4.89M | 0.02% | +815+1.8% | Added |
| Smithbridge Asset Management Inc | 45,806 | $4.90M | 1.59% | +1,085+2.4% | Added |
| Notis-McConarty Edward | 45,820 | $4.90M | 1.81% | −295−0.6% | Reduced |
| Maryland State Retirement & Pension System | 45,188 | $4.91M | 0.16% | +1,194+2.7% | Added |
| Cornerstone Advisors, LLC | 46,000 | $4.92M | 0.29% | −2,000−4.2% | Reduced |
| Aperture Investors, LLC | 46,302 | $4.95M | 0.57% | +9,805+26.9% | Added |
| Alberta Investment Management Corp | 46,300 | $4.95M | 0.04% | +27,100+141.1% | Added |
| McKinley Carter Wealth Services, Inc. | 46,467 | $4.97M | 0.41% | +3,699+8.6% | Added |
| Papp L Roy & Associates | 46,933 | $5.02M | 0.63% | +9,882+26.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 47,194 | $5.04M | 1.66% | +2,549+5.7% | Added |
| Knights of Columbus Asset Advisors LLC | 47,310 | $5.06M | 0.47% | +878+1.9% | Added |
| Glenview Trust Co | 47,337 | $5.06M | 0.20% | −118,523−71.5% | Reduced |
| Executive Wealth Management, LLC | 47,502 | $5.08M | 0.56% | +3,487+7.9% | Added |
| Tower Research Capital LLC (TRC) | 47,531 | $5.08M | 0.13% | −35,041−42.4% | Reduced |
| Baker Ellis Asset Management LLC | 47,785 | $5.11M | 1.00% | +1,335+2.9% | Added |
| M. Kraus & Co | 47,967 | $5.13M | 1.84% | +47,967 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 48,025 | $5.13M | 1.27% | +48,025 | New |
| Snowden Capital Advisors LLC | 48,606 | $5.20M | 0.26% | +18,366+60.7% | Added |
| Mandatum Life Insurance Co Ltd | 49,080 | $5.25M | 0.95% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 49,085 | $5.25M | 0.06% | −32,565−39.9% | Reduced |
| Stanley Capital Management, LLC | 49,559 | $5.30M | 2.01% | +1,000+2.1% | Added |
| Oarsman Capital, Inc. | 50,081 | $5.35M | 2.13% | +345+0.7% | Added |
| Univest Financial Corp | 50,155 | $5.36M | 1.47% | −3,033−5.7% | Reduced |
| Tocqueville Asset Management L.P. | 50,215 | $5.37M | 0.08% | −5,134−9.3% | Reduced |
| DF Dent & Co Inc | 50,234 | $5.37M | 0.06% | −660−1.3% | Reduced |
| Barry Investment Advisors, LLC | 50,341 | $5.38M | 1.44% | −4,296−7.9% | Reduced |
| Securian Asset Management, Inc | 51,561 | $5.51M | 0.11% | +1,427+2.8% | Added |
| Timber Creek Capital Management LLC | 51,810 | $5.54M | 1.80% | +51,810 | New |
| American National Bank | 52,229 | $5.58M | 1.20% | +13,377+34.4% | Added |
| SFE Investment Counsel | 52,411 | $5.60M | 1.54% | +22,159+73.2% | Added |
| Woodstock Corp | 52,579 | $5.62M | 0.66% | +1,695+3.3% | Added |
| Fosun International Ltd | 52,745 | $5.64M | 0.33% | +40,571+333.3% | Added |
| Pacer Advisors, Inc. | 52,889 | $5.65M | 0.08% | −2,082−3.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 53,112 | $5.68M | 0.07% | +5,125+10.7% | Added |
| Vontobel Holding Ltd. | 53,365 | $5.69M | 0.05% | −5,526−9.4% | Reduced |
| United Capital Financial Advisers, LLC | 53,619 | $5.73M | 0.03% | −353−0.7% | Reduced |
| Atria Investments LLC | 54,617 | $5.84M | 0.11% | +4,525+9.0% | Added |