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 |
|---|---|---|---|---|---|
| Alpha Paradigm Partners, LLC | 4,099 | $438.0K | 0.17% | +4,099 | New |
| Standard Family Office LLC | 4,046 | $432.0K | 0.09% | +875+27.6% | Added |
| First Manhattan Co | 4,034 | $431.0K | 0.00% | −100−2.4% | Reduced |
| Intersect Capital LLC | 4,024 | $430.0K | 0.08% | −163−3.9% | Reduced |
| Principle Wealth Partners LLC | 4,010 | $429.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,010 | $429.0K | 0.05% | +4,010 | New |
| RBF Capital, LLC | 4,000 | $428.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,007 | $428.0K | 0.06% | +7+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,000 | $428.0K | 0.03% | +4,000 | New |
| Covey Capital Advisors, LLC | – | $427.0K | 0.32% | – | – |
| Ironsides Asset Advisors, LLC | 3,955 | $423.0K | 0.13% | −95−2.3% | Reduced |
| Personal Capital Advisors Corp | 3,948 | $422.0K | 0.00% | +1,700+75.6% | Added |
| Madrona Financial Services, LLC | 3,902 | $417.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,898 | $416.0K | 0.02% | −1,328−25.4% | Reduced |
| Pinnacle Wealth Advisors | 3,898 | $416.0K | 0.02% | +3,898 | New |
| PEAK6 Investments LLC | 3,873 | $414.0K | 0.01% | +3,873 | New |
| Henshaw Capital LLC | 3,863 | $412.9K | 0.03% | −2,632−40.5% | Reduced |
| Wade G W & Inc | 3,788 | $405.0K | 0.02% | −130−3.3% | Reduced |
| Peloton Wealth Strategists | 3,793 | $405.0K | 0.17% | −79−2.0% | Reduced |
| Enterprise Financial Services Corp | 3,780 | $404.0K | 0.06% | −576−13.2% | Reduced |
| Benjamin Edwards Inc | 3,778 | $404.0K | 0.28% | +3,778 | New |
| Boston Financial Mangement LLC | 3,767 | $403.0K | 0.02% | −443−10.5% | Reduced |
| TRUE Private Wealth Advisors | 3,769 | $402.0K | 0.06% | −715−15.9% | Reduced |
| qPULA Trading Management LP | 3,757 | $402.0K | 0.72% | +3,757 | New |
| Gateway Investment Advisers LLC | 3,747 | $401.0K | 0.00% | −185−4.7% | Reduced |
| Ballentine Partners, LLC | 3,695 | $395.0K | 0.01% | +24+0.7% | Added |
| Horizon Investments, LLC | 3,620 | $387.0K | 0.01% | −9,656−72.7% | Reduced |
| ClariVest Asset Management LLC | 3,610 | $386.0K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,598 | $385.0K | 0.09% | +3,598 | New |
| Parametrica Management Ltd | 3,553 | $380.0K | 0.28% | +3,553 | New |
| Forte Capital LLC | 3,513 | $376.0K | 0.05% | +1,167+49.7% | Added |
| Segall Bryant & Hamill, LLC | 3,476 | $371.0K | 0.00% | −53−1.5% | Reduced |
| Pegasus Partners Ltd. | 3,436 | $367.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,431 | $367.0K | 0.12% | +353+11.5% | Added |
| Strategic Wealth Partners, Ltd. | 3,381 | $361.0K | 0.12% | +3,381 | New |
| Carnegie Capital Asset Management, LLC | 3,301 | $353.0K | 0.01% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,280 | $351.0K | 0.18% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,276 | $350.0K | 0.05% | +199+6.5% | Added |
| Marotta Asset Management | 3,200 | $346.7K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,237 | $346.0K | 0.00% | +455+16.4% | Added |
| Coldstream Capital Management Inc | 3,223 | $345.0K | 0.01% | −274−7.8% | Reduced |
| Vista Investment Management | 3,232 | $345.0K | 0.20% | +140+4.5% | Added |
| Arcus Capital Partners, LLC | 3,227 | $345.0K | 0.16% | +255+8.6% | Added |
| Sandy Spring Bank | 3,218 | $344.0K | 0.02% | +1,378+74.9% | Added |
| Paragon Capital Management Ltd | 3,200 | $342.0K | 0.16% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,202 | $342.0K | 0.05% | +3,202 | New |
| Provident Trust Co | 3,184 | $340.0K | 0.01% | −292−8.4% | Reduced |
| Global Retirement Partners, LLC | 3,159 | $338.0K | 0.03% | +192+6.5% | Added |
| Running Oak Capital LLC | 3,131 | $335.0K | 0.19% | −43,048−93.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,134 | $335.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,104 | $332.0K | 0.04% | −1,199−27.9% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $332.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,104 | $332.0K | 0.04% | +117+3.9% | Added |
| WoodTrust Financial Corp | 3,088 | $330.0K | 0.09% | −19−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $330.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,056 | $327.0K | 0.01% | +96+3.2% | Added |
| Quest Capital Management Inc | 3,060 | $327.0K | 0.07% | +159+5.5% | Added |
| Addison Advisors LLC | 3,060 | $327.0K | 0.26% | +3,060 | New |
| Old Port Advisors | 2,966 | $325.0K | 0.12% | −464−13.5% | Reduced |
| Natixis Investment Managers International | 3,031 | $323.0K | 0.02% | −82−2.6% | Reduced |
| International Assets Investment Management, LLC | 29,745 | $322.0K | 0.06% | −14,857−33.3% | Reduced |
| Essex Financial Services, Inc. | 3,011 | $322.0K | 0.05% | +3,011 | New |
| Meitav Dash Investments Ltd | 3,006 | $321.0K | 0.01% | +2+0.1% | Added |
| Heron Financial Group, LLC | 2,996 | $320.0K | 0.18% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 2,984 | $319.0K | 0.31% | −9−0.3% | Reduced |
| Ingalls & Snyder LLC | 2,976 | $318.0K | 0.01% | +105+3.7% | Added |
| GFS Advisors, LLC | 2,945 | $315.0K | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,947 | $315.0K | 0.07% | +2,500+559.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,937 | $314.0K | 0.02% | +338+13.0% | Added |
| Clearwater Capital Advisors, LLC | 2,920 | $312.0K | 0.04% | −50−1.7% | Reduced |
| JGP Wealth Management, LLC | 2,884 | $308.0K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,870 | $307.0K | 0.00% | +70+2.5% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,882 | $307.0K | 0.04% | +293+11.3% | Added |
| Leavell Investment Management, Inc. | 2,545 | $303.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,825 | $302.0K | 0.03% | +57+2.1% | Added |
| Sawtooth Solutions, LLC | 2,803 | $300.0K | 0.06% | +400+16.6% | Added |
| CRA Financial Services, LLC | 2,794 | $299.0K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,779 | $297.0K | 0.02% | −235−7.8% | Reduced |
| Circle Wealth Management, LLC | 2,781 | $297.0K | 0.04% | +3+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,751 | $294.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,740 | $293.0K | 0.08% | +2,740 | New |
| Avantax Advisory Services, Inc. | 2,719 | $292.0K | 0.01% | +79+3.0% | Added |
| Financial Engines Advisors L.L.C. | 2,706 | $289.0K | 0.00% | +12+0.4% | Added |
| Codex Capital, L.L.C. | 2,700 | $288.6K | 0.15% | −39,500−93.6% | Reduced |
| Voya Financial Advisors, Inc. | 2,699 | $288.0K | 0.04% | −15,068−84.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,695 | $288.0K | 0.07% | −115−4.1% | Reduced |
| Motco | 2,692 | $288.0K | 0.02% | +2,547+1,756.6% | Added |
| Northwest Bancshares, Inc. | 2,684 | $287.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 2,674 | $286.0K | 0.02% | −352−11.6% | Reduced |
| Lake Street Advisors Group, LLC | 2,565 | $285.0K | 0.02% | +41+1.6% | Added |
| Caxton Associates LP | 2,645 | $283.0K | 0.04% | +2,645 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,600 | $279.0K | 0.05% | +167+6.9% | Added |
| Badgley Phelps & Bell Inc | 2,604 | $278.0K | 0.01% | −133−4.9% | Reduced |
| Meyer Handelman Co | 2,600 | $278.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,592 | $277.0K | 0.02% | +20+0.8% | Added |
| Chicago Partners Investment Group LLC | 2,482 | $276.0K | 0.02% | −22−0.9% | Reduced |
| Goodwin Daniel L | 2,612 | $276.0K | 0.13% | +2,612 | New |
| BBR Partners, LLC | 2,571 | $275.0K | 0.02% | −516−16.7% | Reduced |
| Chickasaw Capital Management LLC | 2,577 | $275.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,574 | $275.0K | 0.00% | +267+11.6% | Added |