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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 2,459 | $275.0K | 0.02% | +2,459 | New |
| Carlson Capital Management | 2,552 | $273.0K | 0.04% | −69−2.6% | Reduced |
| Level Four Advisory Services, LLC | 2,546 | $272.0K | 0.02% | −747−22.7% | Reduced |
| Palladium Partners LLC | 2,540 | $272.0K | 0.01% | −133−5.0% | Reduced |
| WBH Advisory Inc | 2,422 | $270.0K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,523 | $269.0K | 0.02% | 00.0% | Unchanged |
| Schwab Charitable Fund | 2,485 | $266.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,475 | $265.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,482 | $265.0K | 0.02% | +177+7.7% | Added |
| DRW Securities, LLC | 2,478 | $265.0K | 0.04% | +2,478 | New |
| First National Bank of Omaha | 2,200 | $262.0K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,446 | $261.0K | 0.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,440 | $261.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,424 | $259.0K | 0.03% | −74−3.0% | Reduced |
| Ellevest, Inc. | 2,421 | $259.0K | 0.03% | +593+32.4% | Added |
| Quilter Plc | 2,416 | $258.0K | 0.01% | +253+11.7% | Added |
| Dearborn Partners LLC | 2,400 | $257.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,404 | $257.0K | 0.01% | +21+0.9% | Added |
| Holderness Investments Co | 2,400 | $257.0K | 0.08% | +160+7.1% | Added |
| Main Street Research LLC | 2,407 | $257.0K | 0.02% | +2,407 | New |
| Principal Street Partners, LLC | 2,396 | $256.0K | 0.07% | −1,653−40.8% | Reduced |
| Opal Wealth Advisors, LLC | 2,382 | $255.0K | 0.24% | +38+1.6% | Added |
| TD Private Client Wealth LLC | 2,378 | $254.2K | 0.01% | +78+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $254.0K | 0.14% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,363 | $252.6K | 0.06% | +2,363 | New |
| Sawgrass Asset Management LLC | 2,319 | $248.0K | 0.02% | −78,049−97.1% | Reduced |
| Princeton Global Asset Management LLC | 2,300 | $246.0K | 0.07% | −8,525−78.8% | Reduced |
| Parallel Advisors, LLC | 2,303 | $246.0K | 0.01% | +345+17.6% | Added |
| Arete Wealth Advisors, LLC | 2,492 | $244.0K | 0.03% | −291−10.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,285 | $244.0K | 0.02% | +363+18.9% | Added |
| 9258 Wealth Management, LLC | 2,286 | $244.0K | 0.07% | +2,286 | New |
| Frontier Wealth Management LLC | 2,226 | $238.0K | 0.02% | −409−15.5% | Reduced |
| Fairhaven Wealth Management, LLC | 2,224 | $238.0K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,244 | $238.0K | 0.00% | +496+28.4% | Added |
| Acadian Asset Management LLC | 2,216 | $237.0K | 0.00% | −2,358−51.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,215 | $237.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,211 | $236.0K | 0.03% | +65+3.0% | Added |
| M&G Investment Management Ltd | 2,205 | $236.0K | 0.00% | +270+14.0% | Added |
| Berman Capital Advisors, LLC | 2,215 | $236.0K | 0.04% | +607+37.7% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,202 | $235.0K | 0.06% | −341−13.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $235.0K | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,200 | $235.0K | 0.09% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,180 | $233.0K | 0.02% | +1,088+99.6% | Added |
| LCNB Corp | 2,175 | $232.0K | 0.12% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,160 | $231.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,139 | $229.0K | 0.00% | −23,240−91.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,141 | $229.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,140 | $229.0K | 0.00% | +2,140 | New |
| Bank of New Hampshire | 2,140 | $229.0K | 0.06% | +2,140 | New |
| IFP Advisors, Inc | 2,141 | $228.0K | 0.00% | −837−28.1% | Reduced |
| NTV Asset Management LLC | 2,125 | $227.0K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,121 | $227.0K | 0.15% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,124 | $227.0K | 0.04% | +28+1.3% | Added |
| Uncommon Cents Investing LLC | 2,100 | $224.0K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,093 | $224.0K | 0.06% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 2,075 | $222.0K | 0.05% | 00.0% | Unchanged |
| JLB & Associates Inc | 2,075 | $221.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,065 | $221.0K | 0.03% | +200+10.7% | Added |
| Sargent Investment Group, LLC | 2,055 | $220.0K | 0.05% | −75−3.5% | Reduced |
| De Burlo Group Inc | 2,063 | $220.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,052 | $220.0K | 0.17% | +2,052 | New |
| LVZ Advisors, Inc. | 2,048 | $219.0K | 0.03% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,052 | $219.0K | 0.12% | +2,052 | New |
| Monterey Private Wealth, Inc. | 2,035 | $218.0K | 0.13% | +435+27.2% | Added |
| Independent Financial Group, LLC | 2,038 | $217.8K | 0.02% | +2,038 | New |
| Coastal Investment Advisors, Inc. | 2,024 | $216.0K | 0.05% | +2,024 | New |
| Schneider Downs Wealth Management Advisors, LP | 2,012 | $215.0K | 0.06% | −40−1.9% | Reduced |
| Castleark Management LLC | 2,000 | $214.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $214.0K | 0.06% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 2,000 | $213.8K | 0.08% | +2,000 | New |
| First Financial Bank - Trust Division | 1,943 | $208.0K | 0.02% | −1,143−37.0% | Reduced |
| Spirit of America Management Corp | 1,950 | $208.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 1,946 | $208.0K | 0.02% | +1,946 | New |
| Focus Financial Network, Inc. | 1,943 | $207.7K | 0.03% | −460−19.1% | Reduced |
| First National Trust Co | 1,933 | $207.0K | 0.01% | −555−22.3% | Reduced |
| Apollon Wealth Management, LLC | 1,937 | $207.0K | 0.04% | +1,937 | New |
| Advisors Asset Management, Inc. | 1,910 | $204.0K | 0.00% | +112+6.2% | Added |
| Oxbow Advisors, LLC | 1,907 | $204.0K | 0.02% | +1,907 | New |
| Engine No. 1 LLC | 1,904 | $204.0K | 0.06% | +1,904 | New |
| Zeke Capital Advisors, LLC | 1,902 | $203.0K | 0.01% | −66−3.4% | Reduced |
| Full Sail Capital, LLC | 1,887 | $202.0K | 0.02% | −326−14.7% | Reduced |
| TCG Advisory Services, LLC | 1,870 | $200.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,800 | $192.0K | 0.04% | −1,200−40.0% | Reduced |
| FourThought Financial, LLC | 1,767 | $188.0K | 0.03% | +297+20.2% | Added |
| PGGM Investments | 1,659 | $177.0K | 0.00% | +1,659 | New |
| CVA Family Office, LLC | 1,600 | $171.0K | 0.05% | +1,360+566.7% | Added |
| Bellevue Asset Management, LLC | 1,540 | $165.0K | 0.10% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,522 | $163.0K | 0.02% | −300−16.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,519 | $162.4K | 0.06% | +89+6.2% | Added |
| Wagner Wealth Management, LLC | 1,440 | $154.0K | 0.11% | +1,440 | New |
| Cullen/Frost Bankers, Inc. | 1,411 | $151.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,400 | $150.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,374 | $147.0K | 0.02% | −1,000−42.1% | Reduced |
| Ayalon Holdings Ltd. | 1,350 | $146.0K | 0.05% | +1,350 | New |
| Deseret Mutual Benefit Administrators | 1,363 | $146.0K | 0.04% | +1,363 | New |
| Global Trust Asset Management, LLC | 1,351 | $144.0K | 0.07% | −121−8.2% | Reduced |
| Concord Wealth Partners | 1,276 | $136.0K | 0.04% | +63+5.2% | Added |
| Corsicana & Co. | 1,210 | $129.0K | 0.08% | +1,210 | New |
| TCI Wealth Advisors, Inc. | 1,183 | $126.0K | 0.02% | +970+455.4% | Added |
| SRS Capital Advisors, Inc. | 1,166 | $125.0K | 0.02% | +1,166 | New |