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 |
|---|---|---|---|---|---|
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 72 | $8.00K | 0.00% | +42+140.0% | Added |
| Burleson & Company, LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 63 | $7.00K | 0.00% | −127−66.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $6.73K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 54 | $6.00K | 0.00% | −66−55.0% | Reduced |
| SOA Wealth Advisors, LLC. | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $6.00K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 54 | $5.77K | 0.00% | −36−40.0% | Reduced |
| Tortoise Investment Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 45 | $5.00K | 0.00% | +31+221.4% | Added |
| C M Bidwell & Associates Ltd | 49 | $5.00K | 0.00% | +49 | New |
| Red Door Wealth Management, LLC | 55 | $5.00K | 0.00% | +55 | New |
| First Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 37 | $4.00K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Global Financial Private Client, LLC | 34 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | −30−50.0% | Reduced |
| Johnson Midwest Financial, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 27 | $3.00K | 0.00% | +27 | New |
| Personal Wealth Partners | 24 | $3.00K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 24 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 20 | $2.00K | 0.00% | −21−51.2% | Reduced |
| Creative Financial Designs Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.02% | −8−66.7% | Reduced |
| FormulaFolio Investments, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 4 | $440 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $427 | 0.00% | – | New |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 77,776 | – | – | −3,619−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,511 | – | – | +1,601+55.0% | Added |
| Carmignac Gestion | 0 | $0 | 0.00% | −2,153,910−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −1,245,629−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −724,033−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −617,088−100.0% | Sold out |
| Grosvenor Holdings, L.L.C. | 0 | $0 | 0.00% | −522,973−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −520,000−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −409,994−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −302,511−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −228,333−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −221,900−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −135,951−100.0% | Sold out |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −125,997−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −125,493−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −118,048−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −112,960−100.0% | Sold out |
| Key Square Capital Management LLC | 0 | $0 | 0.00% | −97,621−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −75,258−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −67,231−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,367−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −31,792−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −25,446−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −21,313−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −19,212−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −14,480−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,423−100.0% | Sold out |
| Ibex Investors LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Resource Management, LLC | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −6,027−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −5,996−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Grace Capital | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |