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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1,129 | $120.0K | 0.01% | −20−1.7% | Reduced |
| JNBA Financial Advisors | 1,114 | $119.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 1,100 | $119.0K | 0.02% | +400+57.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,081 | $116.0K | 0.01% | +155+16.7% | Added |
| Institutional & Family Asset Management, LLC | 1,075 | $115.0K | 0.02% | −976−47.6% | Reduced |
| CX Institutional | 1,071 | $114.0K | 0.01% | +43+4.2% | Added |
| Allworth Financial LP | 1,008 | $108.0K | 0.00% | −6,235−86.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,000 | $107.0K | 0.00% | −2,700−73.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $107.0K | 0.05% | −1−100.0% | Reduced |
| Systematic Alpha Investments, LLC | 960 | $107.0K | 0.00% | +960 | New |
| Optimum Investment Advisors | 950 | $102.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 942 | $101.0K | 0.02% | −521−35.6% | Reduced |
| Eagle Bay Advisors LLC | 878 | $96.0K | 0.08% | +878 | New |
| Carroll Financial Associates, Inc. | 878 | $93.0K | 0.01% | −23−2.6% | Reduced |
| Freedman Financial Associates, Inc. | 864 | $92.0K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 858 | $92.0K | 0.02% | +858 | New |
| Norway Savings Bank | 828 | $89.0K | 0.04% | +128+18.3% | Added |
| Laurel Wealth Advisors LLC | 818 | $87.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 814 | $87.0K | 0.02% | +4+0.5% | Added |
| West Branch Capital LLC | 810 | $87.0K | 0.04% | +810 | New |
| Boit C F David | 800 | $86.0K | 0.07% | +800 | New |
| Heritage Wealth Advisors | 800 | $85.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 786 | $84.0K | 0.07% | 00.0% | Unchanged |
| Exos Asset Management LLC | 769 | $82.0K | 0.04% | +769 | New |
| James Investment Research Inc | 762 | $81.0K | 0.01% | −508−40.0% | Reduced |
| First Mercantile Trust Co | 720 | $77.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 723 | $77.0K | 0.00% | +723 | New |
| Sonora Investment Management, LLC | 708 | $76.0K | 0.01% | +462+187.8% | Added |
| First Horizon Corp | 704 | $75.0K | 0.01% | −4−0.6% | Reduced |
| Trust Co of Vermont | 698 | $75.0K | 0.01% | +100+16.7% | Added |
| GPS Wealth Strategies Group, LLC | 690 | $74.0K | 0.02% | +125+22.1% | Added |
| Glassman Wealth Services | 684 | $73.0K | 0.02% | +52+8.2% | Added |
| Parkside Financial Bank & Trust | 658 | $70.0K | 0.02% | −68−9.4% | Reduced |
| Private Ocean, LLC | 636 | $68.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $64.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 564 | $60.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 550 | $59.0K | 0.07% | −3,742−87.2% | Reduced |
| Tarbox Family Office, Inc. | 541 | $58.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 534 | $57.0K | 0.03% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 520 | $56.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 500 | $53.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 474 | $51.0K | 0.01% | +7+1.5% | Added |
| Zions Bancorporation, N.A. | 478 | $51.0K | 0.01% | +4+0.8% | Added |
| Hoese & Co LLP | 460 | $49.0K | 0.06% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 452 | $48.3K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 429 | $46.0K | 0.00% | +41+10.6% | Added |
| Westside Investment Management, Inc. | 424 | $45.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 417 | $45.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 405 | $44.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 411 | $44.0K | 0.00% | +14+3.5% | Added |
| tru Independence LLC | 408 | $43.0K | 0.01% | −7,429−94.8% | Reduced |
| FinTrust Capital Advisors, LLC | 400 | $43.0K | 0.01% | −100−20.0% | Reduced |
| Blume Capital Management, Inc. | 400 | $43.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 405 | $43.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 389 | $42.0K | 0.01% | +203+109.1% | Added |
| Atlas Capital Advisors LLC | 386 | $41.3K | 0.01% | +386 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 373 | $40.0K | 0.00% | +249+200.8% | Added |
| KB Financial Partners, LLC | 326 | $35.0K | 0.01% | −100−23.5% | Reduced |
| Versant Capital Management, Inc | 321 | $34.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 316 | $34.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $32.1K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $32.0K | 0.00% | +27+9.9% | Added |
| Trustcore Financial Services, LLC | 293 | $31.0K | 0.00% | +144+96.6% | Added |
| Stephenson National Bank & Trust | 282 | $30.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 276 | $30.0K | 0.00% | +276 | New |
| Earnest Partners LLC | 246 | $26.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 238 | $25.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 225 | $24.0K | 0.00% | +225 | New |
| Disciplina Capital Management LLC | 223 | $23.8K | 0.01% | +2+0.9% | Added |
| Optiver Holding B.V. | 215 | $23.0K | 0.00% | +215 | New |
| Jefferies Group LLC | 209 | $22.3K | 0.00% | +209 | New |
| Loomis Sayles & Co L P | 203 | $22.0K | 0.00% | +10+5.2% | Added |
| AllSquare Wealth Management LLC | 181 | $19.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 165 | $18.0K | 0.01% | −486−74.7% | Reduced |
| JJJ Advisors Inc. | 168 | $18.0K | 0.01% | −19−10.2% | Reduced |
| Leelyn Smith, LLC | 167 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 172 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 165 | $18.0K | 0.01% | +36+27.9% | Added |
| Savior LLC | 159 | $17.0K | 0.01% | −73−31.5% | Reduced |
| Crewe Advisors LLC | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 158 | $16.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 142 | $15.0K | 0.00% | +60+73.2% | Added |
| Cedar Mountain Advisors, LLC | 134 | $14.0K | 0.00% | −1−0.7% | Reduced |
| Cordasco Financial Network | 117 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 114 | $12.0K | 0.00% | −16−12.3% | Reduced |
| IMA Wealth, Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $12.0K | 0.00% | +109 | New |
| Bedel Financial Consulting, Inc. | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 96 | $10.0K | 0.01% | +31+47.7% | Added |
| Advocacy Wealth Management Services, LLC | 95 | $10.0K | 0.00% | +95 | New |
| Tower View Investment Management & Research LLC | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 80 | $9.00K | 0.01% | +80 | New |