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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 22,665 | $2.42M | 1.18% | −158−0.7% | Reduced |
| Aigen Investment Management, LP | 22,388 | $2.39M | 0.42% | +22,388 | New |
| Ameritas Investment Partners, Inc. | 22,358 | $2.39M | 0.09% | +362+1.6% | Added |
| Argyle Capital Management Inc. | 22,278 | $2.38M | 0.77% | +800+3.7% | Added |
| High Pointe Capital Management LLC | 22,080 | $2.36M | 1.86% | +2,900+15.1% | Added |
| Wedbush Securities Inc | 22,003 | $2.35M | 0.11% | −655−2.9% | Reduced |
| Pentwater Capital Management LP | 22,000 | $2.35M | 0.02% | +22,000 | New |
| WESCAP Management Group, Inc. | 22,000 | $2.35M | 0.68% | −243−1.1% | Reduced |
| Ellenbecker Investment Group | 21,638 | $2.31M | 0.76% | −350−1.6% | Reduced |
| Campbell Newman Asset Management Inc | 21,376 | $2.29M | 0.22% | −2,112−9.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,321 | $2.28M | 0.05% | −438−2.0% | Reduced |
| Regent Investment Management LLC | 21,208 | $2.27M | 0.53% | +720+3.5% | Added |
| First Citizens Bank & Trust Co | 21,132 | $2.26M | 0.11% | −524−2.4% | Reduced |
| South Dakota Investment Council | 21,099 | $2.25M | 0.04% | −2,470−10.5% | Reduced |
| Trinity Financial Advisors LLC | 21,085 | $2.25M | 1.58% | −3,542−14.4% | Reduced |
| Verdence Capital Advisors LLC | 21,016 | $2.25M | 0.31% | +21,016 | New |
| Clayton Partners LLC | 20,863 | $2.23M | 1.90% | +20,863 | New |
| Leonteq Securities AG | 20,660 | $2.21M | 0.17% | +14,341+227.0% | Added |
| Scotia Capital Inc. | 20,535 | $2.19M | 0.02% | +5,342+35.2% | Added |
| Alps Advisors Inc | 20,468 | $2.19M | 0.02% | +3,738+22.3% | Added |
| Ami Investment Management Inc | 20,464 | $2.19M | 0.89% | −600−2.8% | Reduced |
| Gamble Jones Investment Counsel | 20,422 | $2.18M | 0.14% | −600−2.9% | Reduced |
| Moors & Cabot, Inc. | 20,364 | $2.18M | 0.15% | +10,938+116.0% | Added |
| Palouse Capital Management, Inc. | 20,339 | $2.17M | 0.95% | +2,077+11.4% | Added |
| Gilman Hill Asset Management, LLC | 20,185 | $2.16M | 0.55% | +575+2.9% | Added |
| Landaas & Co | 19,938 | $2.13M | 1.19% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 19,833 | $2.12M | 0.10% | +1,769+9.8% | Added |
| Community Capital Management, Inc. | 19,800 | $2.12M | 2.14% | +2,800+16.5% | Added |
| Annex Advisory Services, LLC | 19,739 | $2.11M | 0.17% | −5,951−23.2% | Reduced |
| Guardian Capital LP | 19,520 | $2.09M | 0.04% | +2,430+14.2% | Added |
| Panagora Asset Management Inc | 19,486 | $2.08M | 0.01% | −2,632−11.9% | Reduced |
| Duncker Streett & Co Inc | 19,391 | $2.07M | 0.38% | −19,624−50.3% | Reduced |
| Pearl River Capital, LLC | 19,356 | $2.07M | 0.57% | −13,309−40.7% | Reduced |
| Spire Wealth Management | 19,337 | $2.07M | 0.06% | −178−0.9% | Reduced |
| Dowling & Yahnke LLC | 19,313 | $2.06M | 0.12% | +1,146+6.3% | Added |
| Coastline Trust Co | 19,295 | $2.06M | 0.26% | +1,145+6.3% | Added |
| Harvest Volatility Management LLC | 19,161 | $2.05M | 0.17% | +4,620+31.8% | Added |
| Tiaa, FSB | 18,905 | $2.02M | 0.01% | +186+1.0% | Added |
| Cary Street Partners Asset Management LLC | 18,881 | $2.02M | 0.48% | −25,241−57.2% | Reduced |
| FJ Capital Management LLC | 19,000 | $2.00M | 0.17% | +7,900+71.2% | Added |
| Wealthspire Advisors, LLC | 18,664 | $2.00M | 0.05% | −6,388−25.5% | Reduced |
| Cigna Investments Inc | 18,643 | $1.99M | 0.14% | −2,081−10.0% | Reduced |
| Everence Capital Management Inc | 18,626 | $1.99M | 0.16% | 00.0% | Unchanged |
| Jacobsen Capital Management | 18,473 | $1.98M | 1.01% | +349+1.9% | Added |
| Coyle Financial Counsel LLC | 18,431 | $1.97M | 1.18% | −122−0.7% | Reduced |
| Front Barnett Associates LLC | 18,318 | $1.96M | 0.20% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 18,321 | $1.96M | 1.05% | +405+2.3% | Added |
| Achmea Investment Management B.V. | 18,231 | $1.95M | 0.07% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 18,045 | $1.93M | 0.11% | −103,102−85.1% | Reduced |
| NFJ Investment Group, LLC | 17,907 | $1.91M | 0.04% | −1,123−5.9% | Reduced |
| Bank of Hawaii | 17,865 | $1.91M | 0.11% | −2,818−13.6% | Reduced |
| Cadence Bank NA | 17,776 | $1.90M | 0.57% | +393+2.3% | Added |
| Capital Analysts, LLC | 17,644 | $1.89M | 0.13% | +1,335+8.2% | Added |
| Van Eck Associates Corp | 17,523 | $1.87M | 0.00% | −66−0.4% | Reduced |
| Cetera Advisors LLC | 17,519 | $1.87M | 0.04% | +1,446+9.0% | Added |
| Cumberland Partners Ltd | 17,500 | $1.87M | 0.15% | +2,000+12.9% | Added |
| Shepherd Financial Partners LLC | 17,359 | $1.85M | 0.35% | +28+0.2% | Added |
| Anderson Hoagland & Co | 17,280 | $1.85M | 0.23% | +17,280 | New |
| Vident Investment Advisory, LLC | 17,185 | $1.84M | 0.06% | +2,492+17.0% | Added |
| Teza Capital Management LLC | 17,162 | $1.83M | 0.30% | −17,386−50.3% | Reduced |
| AdvisorNet Financial, Inc | 17,107 | $1.83M | 0.12% | +365+2.2% | Added |
| Mirabella Financial Services LLP | 17,061 | $1.82M | 0.35% | +17,061 | New |
| Summit Financial Group Inc | 16,978 | $1.81M | 0.68% | −1,397−7.6% | Reduced |
| Howe & Rusling Inc | 16,881 | $1.80M | 0.23% | +666+4.1% | Added |
| Albert D Mason Inc | 16,871 | $1.80M | 1.11% | −408−2.4% | Reduced |
| Peak Financial Advisors LLC | 16,868 | $1.80M | 1.55% | +6,081+56.4% | Added |
| IBM Retirement Fund | 16,848 | $1.80M | 0.14% | −2,704−13.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 16,742 | $1.79M | 0.18% | +4,444+36.1% | Added |
| Vestmark Advisory Solutions, Inc. | 16,734 | $1.79M | 0.13% | +10,666+175.8% | Added |
| ProVise Management Group, LLC | 16,698 | $1.78M | 0.18% | +3,170+23.4% | Added |
| Chicago Trust Co NA | 16,693 | $1.78M | 0.42% | +7,517+81.9% | Added |
| FORA Capital, LLC | 16,614 | $1.78M | 0.33% | +1,326+8.7% | Added |
| Eqis Capital Management, Inc. | 16,542 | $1.77M | 0.13% | +3,339+25.3% | Added |
| Cerity Partners LLC | 16,264 | $1.74M | 0.04% | −547−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 16,127 | $1.72M | 0.10% | −2,081−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,105 | $1.72M | 0.03% | −3,471−17.7% | Reduced |
| Bank of Nova Scotia | 16,025 | $1.71M | 0.00% | −91,700−85.1% | Reduced |
| North Star Investment Management Corp. | 16,000 | $1.71M | 0.14% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15,952 | $1.71M | 0.20% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 15,808 | $1.69M | 0.30% | +100+0.6% | Added |
| Dean Investment Associates, LLC | 15,768 | $1.69M | 0.31% | −289−1.8% | Reduced |
| Harbour Investments, Inc. | 15,659 | $1.67M | 0.05% | −4,777−23.4% | Reduced |
| BancorpSouth Bank | 15,663 | $1.67M | 0.24% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 15,644 | $1.67M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,563 | $1.66M | 0.06% | −586−3.6% | Reduced |
| Allstate Corp | 15,521 | $1.66M | 0.06% | −3,006−16.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,502 | $1.66M | 0.18% | −687−4.2% | Reduced |
| NuWave Investment Management, LLC | 15,469 | $1.65M | 1.84% | +15,469 | New |
| King Wealth | 15,339 | $1.64M | 0.34% | +915+6.3% | Added |
| Cetera Investment Advisers | 15,339 | $1.64M | 0.03% | +2,715+21.5% | Added |
| Private Trust Co NA | 15,250 | $1.63M | 0.25% | +1,632+12.0% | Added |
| Cetera Advisor Networks LLC | 15,246 | $1.63M | 0.02% | +6,078+66.3% | Added |
| New England Research & Management, Inc. | 15,121 | $1.62M | 0.84% | +5,325+54.4% | Added |
| Robbins Farley LLC | 15,029 | $1.61M | 1.81% | +15,029 | New |
| Birch Capital Management, LLC | 15,005 | $1.60M | 1.09% | 00.0% | Unchanged |
| Ulysses Management LLC | 15,000 | $1.60M | 0.27% | +15,000 | New |
| Pinnacle Associates Ltd | 14,988 | $1.60M | 0.03% | −4,640−23.6% | Reduced |
| Ameritas Investment Company, LLC | 14,448 | $1.58M | 0.08% | +3,222+28.7% | Added |
| Bridgefront Capital, LLC | 14,789 | $1.58M | 0.60% | +14,789 | New |
| Corient Capital Partners, LLC | 14,783 | $1.58M | 0.12% | +6,465+77.7% | Added |