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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 6,045 | $646.0K | 0.04% | +1,617+36.5% | Added |
| Oppenheimer & Co Inc | 5,989 | $640.0K | 0.01% | −292−4.6% | Reduced |
| Assetmark, Inc | 5,973 | $638.0K | 0.00% | −615−9.3% | Reduced |
| Argus Investors' Counsel, Inc. | 5,964 | $637.0K | 0.26% | +347+6.2% | Added |
| Signature Estate & Investment Advisors LLC | 5,945 | $636.0K | 0.03% | −1,794−23.2% | Reduced |
| 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 |
| Boston Trust Walden Corp | 5,878 | $628.0K | 0.01% | +3,800+182.9% | 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 |
| Bartlett & Co. Wealth Management LLC | 5,754 | $615.0K | 0.01% | +2,000+53.3% | Added |
| Bartlett & Co. LLC | 5,754 | $615.0K | 0.01% | +2,000+53.3% | Added |
| 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 |
| LVM Capital Management Ltd | 5,700 | $609.0K | 0.09% | 00.0% | Unchanged |
| Sun Life Financial INC | 5,680 | $608.0K | 0.03% | +2,565+82.3% | Added |
| Rehmann Capital Advisory Group | 5,705 | $597.7K | 0.06% | +766+15.5% | Added |
| TLWM | 5,589 | $595.0K | 0.21% | +64+1.2% | Added |
| XTX Topco Ltd | 5,536 | $592.0K | 0.20% | +5,536 | New |
| NBT Bank N A | 5,533 | $591.0K | 0.08% | −15−0.3% | Reduced |
| Tortoise Index Solutions, LLC | 5,511 | $589.0K | 0.12% | +615+12.6% | Added |
| Monte Financial Group, LLC | 5,502 | $588.0K | 0.34% | +363+7.1% | Added |
| Central Trust Co | 5,477 | $585.0K | 0.02% | −32−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,450 | $582.0K | 0.08% | +184+3.5% | Added |
| Baldwin Brothers Inc | 5,413 | $579.0K | 0.06% | 00.0% | Unchanged |
| Pendal Group Limited | 5,407 | $578.0K | 0.01% | −109−2.0% | Reduced |
| Savant Capital, LLC | 5,397 | $577.0K | 0.02% | −3−0.1% | Reduced |
| BBVA USA | 5,363 | $573.0K | 0.03% | +5,363 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Neo Ivy Capital Management | 5,209 | $557.0K | 0.56% | +3,072+143.8% | 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 |
| Boston Family Office LLC | 5,139 | $549.0K | 0.04% | +225+4.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,135 | $549.0K | 0.05% | +1,027+25.0% | Added |
| Forbes J M & Co LLP | 5,125 | $548.0K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 5,116 | $547.0K | 0.06% | −4,285−45.6% | Reduced |
| Ellis Investment Partners, LLC | 5,080 | $543.0K | 0.14% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,036 | $538.0K | 0.01% | −92,179−94.8% | Reduced |
| Maltese Capital Management LLC | 5,004 | $535.0K | 0.08% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 5,000 | $534.0K | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 4,975 | $532.0K | 0.00% | +4,975 | New |
| Capula Management Ltd | 4,949 | $529.0K | 0.10% | −2,771−35.9% | Reduced |
| Jones Financial Companies LLLP | 4,919 | $526.0K | 0.00% | −1,016−17.1% | Reduced |
| Santori & Peters | 4,907 | $524.0K | 0.30% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 4,882 | $521.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,834 | $517.0K | 0.05% | +94+2.0% | Added |
| Meeder Asset Management Inc | 4,797 | $513.0K | 0.02% | −361−7.0% | Reduced |
| Caldwell Trust Co | 4,725 | $505.1K | 0.07% | 00.0% | Unchanged |
| 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 |
| Girard Partners Ltd. | 4,679 | $500.0K | 0.06% | +4,679 | New |
| Moneta Group Investment Advisors LLC | 4,640 | $496.0K | 0.02% | +641+16.0% | Added |
| Schmidt P J Investment Management Inc | 4,398 | $492.0K | 0.10% | −296−6.3% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $490.0K | 0.30% | 00.0% | Unchanged |
| Condor Capital Management | 4,560 | $487.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Optas, LLC | 4,532 | $484.0K | 0.14% | +71+1.6% | Added |
| Shay Capital LLC | 4,500 | $481.0K | 0.11% | +841+23.0% | Added |
| 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 |
| 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 |
| 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 |
| Dark Forest Capital Management LP | 4,430 | $474.0K | 0.21% | +4,430 | New |
| Mid Atlantic Financial Management Inc | 4,408 | $471.0K | 0.03% | +260+6.3% | Added |
| Beacon Pointe Advisors, LLC | 4,394 | $470.0K | 0.02% | +1,358+44.7% | Added |
| KCS Wealth Advisory | 4,380 | $468.0K | 0.22% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,359 | $465.9K | 0.26% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,352 | $465.0K | 0.02% | −729−14.3% | Reduced |
| Capital Investment Advisors, LLC | 4,320 | $462.0K | 0.02% | +91+2.2% | Added |
| Citizens National Bank Trust Department | 4,300 | $460.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,300 | $459.6K | 0.12% | −300−6.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,292 | $459.0K | 0.06% | −880−17.0% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $457.0K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,239 | $453.0K | 0.01% | −6,096−59.0% | Reduced |
| Symmetry Partners, LLC | 4,214 | $450.0K | 0.03% | +365+9.5% | Added |
| Evermay Wealth Management LLC | 4,198 | $449.0K | 0.08% | −720−14.6% | Reduced |
| 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 |
| Fishman Jay A Ltd | 4,180 | $446.8K | 0.05% | 00.0% | Unchanged |
| Usca Ria LLC | 4,177 | $446.0K | 0.03% | −84−2.0% | 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 |
| Exchange Traded Concepts, LLC | 4,128 | $441.0K | 0.01% | −18,639−81.9% | Reduced |
| Grandfield & Dodd, LLC | 4,111 | $440.0K | 0.03% | −2,000−32.7% | Reduced |
| 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 |