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 |
|---|---|---|---|---|---|
| Maytus Capital Management, LLC | 40,000 | $4.28M | 1.36% | +40,000 | New |
| New Mexico Educational Retirement Board | 39,716 | $4.25M | 0.15% | +4,200+11.8% | Added |
| South State Corp. | 37,983 | $4.06M | 0.35% | +79+0.2% | Added |
| Baldwin Investment Management, LLC | 37,241 | $3.98M | 0.68% | −2,017−5.1% | Reduced |
| Cox Capital Mgt LLC | 37,118 | $3.97M | 2.66% | +1,888+5.4% | Added |
| Xponance, Inc. | 37,055 | $3.96M | 0.07% | −5,124−12.1% | Reduced |
| Goelzer Investment Management, Inc. | 37,001 | $3.96M | 0.33% | +19,452+110.8% | Added |
| Selway Asset Management | 36,975 | $3.95M | 2.12% | +10,770+41.1% | Added |
| Baxter Bros Inc | 36,888 | $3.94M | 0.62% | +7,817+26.9% | Added |
| Grassi Investment Management | 36,540 | $3.91M | 0.42% | −90−0.2% | Reduced |
| Citizens Business Bank | 36,516 | $3.90M | 0.51% | +6,489+21.6% | Added |
| Citizens Financial Group Inc | 36,272 | $3.88M | 0.17% | −2,286−5.9% | Reduced |
| Wisconsin Capital Management LLC | 36,026 | $3.85M | 1.51% | −1,400−3.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 35,969 | $3.85M | 0.05% | −272−0.8% | Reduced |
| AMG National Trust Bank | 35,894 | $3.84M | 0.12% | +138+0.4% | Added |
| CIBC World Markets Inc. | 35,682 | $3.81M | 0.01% | +9,692+37.3% | Added |
| Magnetar Financial LLC | 35,574 | $3.80M | 0.04% | +35,574 | New |
| Hennion & Walsh Asset Management, Inc. | 35,554 | $3.80M | 0.20% | +2,037+6.1% | Added |
| Crescent Grove Advisors, LLC | 35,463 | $3.79M | 0.40% | +2,790+8.5% | Added |
| Nicollet Investment Management, Inc. | 35,447 | $3.79M | 1.54% | −127−0.4% | Reduced |
| Security Asset Management | 35,171 | $3.76M | 1.48% | −440−1.2% | Reduced |
| CWM, LLC | 35,145 | $3.76M | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 35,155 | $3.76M | 0.43% | +35,155 | New |
| Indiana Trust & Investment Management CO | 32,726 | $3.73M | 2.04% | +2,144+7.0% | Added |
| Kentucky Retirement Systems | 34,682 | $3.71M | 0.18% | −832−2.3% | Reduced |
| Keeler Thomas Management LLC | 34,664 | $3.71M | 1.81% | +3,030+9.6% | Added |
| Anchor Investment Management, LLC | 34,465 | $3.68M | 0.51% | +338+1.0% | Added |
| Capital City Trust Co | 34,453 | $3.68M | 1.12% | +719+2.1% | Added |
| Cascadia Advisory Services, LLC | 34,360 | $3.67M | 0.79% | +3,268+10.5% | Added |
| Schroder Investment Management Group | 34,003 | $3.63M | 0.00% | −29,374−46.3% | Reduced |
| Jag Capital Management, LLC | 34,005 | $3.63M | 0.29% | +410+1.2% | Added |
| Bayesian Capital Management, LP | 33,900 | $3.62M | 0.95% | +8,200+31.9% | Added |
| IndexIQ Advisors LLC | 33,821 | $3.62M | 0.12% | +524+1.6% | Added |
| Private Advisor Group, LLC | 33,721 | $3.60M | 0.03% | +2,950+9.6% | Added |
| Page Arthur B | 33,683 | $3.60M | 2.57% | +105+0.3% | Added |
| Fulton Bank, N.A. | 33,691 | $3.60M | 0.17% | +1,850+5.8% | Added |
| Twin Tree Management, LP | 33,228 | $3.55M | 0.11% | −52,466−61.2% | Reduced |
| Stephens Inc | 33,184 | $3.55M | 0.05% | +9,210+38.4% | Added |
| Occudo Quantitative Strategies LP | 32,602 | $3.48M | 0.53% | +32,602 | New |
| Bull Street Advisors, LLC | 32,390 | $3.46M | 1.85% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 32,216 | $3.44M | 1.50% | −10,216−24.1% | Reduced |
| Stonnington Group, LLC | 31,932 | $3.44M | 0.77% | −3,820−10.7% | Reduced |
| Geneos Wealth Management Inc. | 31,258 | $3.42M | 0.13% | −2,099−6.3% | Reduced |
| Providence Capital Advisors, LLC | 31,931 | $3.41M | 1.11% | +919+3.0% | Added |
| Mercer Global Advisors Inc | 31,879 | $3.41M | 0.03% | +1,378+4.5% | Added |
| Brewin Dolphin Ltd | 31,001 | $3.31M | 0.15% | +2,192+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 30,887 | $3.30M | 0.40% | −3,578−10.4% | Reduced |
| Tandem Investment Advisors, Inc. | 30,446 | $3.25M | 0.28% | +11,885+64.0% | Added |
| TownSquare Capital, LLC | 29,827 | $3.24M | 0.10% | −1,875−5.9% | Reduced |
| Thrivent Financial for Lutherans | 30,224 | $3.23M | 0.01% | −133,011−81.5% | Reduced |
| Advisory Services Network, LLC | 30,166 | $3.22M | 0.10% | +10,120+50.5% | Added |
| Glenmede Trust Co NA | 30,117 | $3.22M | 0.02% | +8,610+40.0% | Added |
| Ally Financial Inc. | 30,000 | $3.21M | 0.32% | +6,000+25.0% | Added |
| Interval Partners, LP | 30,000 | $3.21M | 0.19% | +30,000 | New |
| National Asset Management, Inc. | 29,302 | $3.19M | 0.10% | +5,853+25.0% | Added |
| Kestra Advisory Services, LLC | 29,730 | $3.18M | 0.04% | +2,773+10.3% | Added |
| Patton Albertson Miller Group, LLC | 29,701 | $3.17M | 0.72% | +1,062+3.7% | Added |
| Thomas Story & Son LLC | 29,435 | $3.15M | 1.17% | −2,175−6.9% | Reduced |
| Fiduciary Trust Co | 29,397 | $3.14M | 0.06% | +4,419+17.7% | Added |
| Hall Laurie J Trustee | 29,177 | $3.12M | 1.18% | 00.0% | Unchanged |
| Sepio Capital, LP | 28,337 | $3.03M | 0.25% | +25,877+1,051.9% | Added |
| MML Investors Services, LLC | 27,994 | $2.99M | 0.03% | −11,436−29.0% | Reduced |
| Argent Trust Co | 27,872 | $2.98M | 0.20% | +6,502+30.4% | Added |
| Trust Co of Oklahoma | 27,805 | $2.97M | 1.01% | −2,588−8.5% | Reduced |
| Credit Agricole S A | 27,709 | $2.96M | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 27,602 | $2.95M | 0.21% | +23,957+657.3% | Added |
| Gabelli Funds LLC | 27,320 | $2.92M | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27,200 | $2.91M | 0.32% | +1,300+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,047 | $2.89M | 0.05% | +947+3.6% | Added |
| Peddock Capital Advisors, LLC | 24,833 | $2.86M | 1.00% | +263+1.1% | Added |
| Boenning & Scattergood, Inc. | 26,609 | $2.84M | 0.50% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,385 | $2.82M | 0.28% | −609−2.3% | Reduced |
| Bradley Mark J. | 25,860 | $2.76M | 1.84% | −665−2.5% | Reduced |
| Advisor Partners LLC | 25,857 | $2.76M | 0.18% | −461−1.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 25,574 | $2.73M | 0.33% | +2,014+8.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 25,269 | $2.70M | 0.16% | +3,900+18.3% | Added |
| Dempze Nancy E | 25,186 | $2.69M | 2.27% | −270−1.1% | Reduced |
| Fore Capital, LLC | 25,000 | $2.67M | 3.18% | +25,000 | New |
| Cape Cod Five Cents Savings Bank | 24,798 | $2.65M | 0.27% | +1,969+8.6% | Added |
| Sciencast Management LP | 24,336 | $2.65M | 0.56% | −13,983−36.5% | Reduced |
| Rockefeller Capital Management L.P. | 24,708 | $2.64M | 0.01% | +8,615+53.5% | Added |
| Old Second National Bank of Aurora | 24,577 | $2.63M | 0.72% | +28+0.1% | Added |
| New York Life Investments Alternatives | 24,477 | $2.62M | 1.75% | +245+1.0% | Added |
| KLCM Advisors, Inc. | 24,254 | $2.59M | 0.57% | +450+1.9% | Added |
| Evergreen Capital Management LLC | 24,124 | $2.58M | 0.12% | +265+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,092 | $2.58M | 0.12% | +460+1.9% | Added |
| Baker Chad R | 24,000 | $2.56M | 0.58% | −29,100−54.8% | Reduced |
| Equitable Holdings, Inc. | 23,858 | $2.55M | 0.04% | +2,096+9.6% | Added |
| Vectors Research Management, LLC | 23,784 | $2.54M | 0.65% | +434+1.9% | Added |
| HNP Capital LLC | 23,784 | $2.54M | 0.67% | +582+2.5% | Added |
| Tectonic Advisors LLC | 23,742 | $2.54M | 0.52% | +4,310+22.2% | Added |
| First Hawaiian Bank | 23,708 | $2.53M | 0.11% | +160+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 23,644 | $2.53M | 0.39% | −2,395−9.2% | Reduced |
| Kingfisher Capital LLC | 23,617 | $2.52M | 0.64% | +822+3.6% | Added |
| Taal Capital Management LP | 23,580 | $2.52M | 2.22% | −1,420−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 23,553 | $2.52M | 0.19% | +13,800+141.5% | Added |
| Monarch Capital Management Inc | 23,550 | $2.52M | 0.72% | +722+3.2% | Added |
| Redmond Asset Management, LLC | 23,482 | $2.51M | 0.74% | +34+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,222 | $2.48M | 0.10% | −800−3.3% | Reduced |
| Flputnam Investment Management Co | 22,960 | $2.45M | 0.08% | +377+1.7% | Added |