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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 8,476 | $906.0K | 0.00% | +3,362+65.7% | Added |
| American Portfolios Advisors | 8,468 | $905.1K | 0.04% | +141+1.7% | Added |
| Dohj, LLC | 8,392 | $897.0K | 0.47% | −1,101−11.6% | Reduced |
| Captrust Financial Advisors | 8,345 | $892.0K | 0.01% | −2,138−20.4% | Reduced |
| Smithfield Trust Co | 8,344 | $892.0K | 0.06% | 00.0% | Unchanged |
| Homrich & Berg | 8,338 | $891.0K | 0.02% | +40.0% | Added |
| Malaga Cove Capital, LLC | 8,339 | $891.0K | 0.38% | +4,034+93.7% | Added |
| O'Shaughnessy Asset Management, LLC | 8,292 | $886.0K | 0.02% | −723−8.0% | Reduced |
| Bessemer Group Inc | 8,253 | $882.0K | 0.00% | −1,424,047−99.4% | Reduced |
| Umb Bank N A | 8,251 | $882.0K | 0.02% | −340−4.0% | Reduced |
| First Nebraska Trust Co | 8,235 | $880.2K | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,185 | $875.0K | 0.00% | −6,454−44.1% | Reduced |
| Johnson Investment Counsel Inc | 8,155 | $872.0K | 0.01% | +674+9.0% | Added |
| Flagship Harbor Advisors, LLC | 8,123 | $868.0K | 0.09% | −1,061−11.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,118 | $868.0K | 0.30% | +736+10.0% | Added |
| Meritage Portfolio Management | 8,089 | $865.0K | 0.05% | −340−4.0% | Reduced |
| Grimes & Company, Inc. | 8,073 | $863.0K | 0.04% | −20−0.2% | Reduced |
| Washington Trust Co | 8,043 | $860.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 8,031 | $858.0K | 0.09% | −20−0.2% | Reduced |
| BW Gestao de Investimentos Ltda. | 8,000 | $855.1K | 0.31% | +1,000+14.3% | Added |
| Townsend Asset Management Corp | 7,984 | $853.0K | 0.47% | +400+5.3% | Added |
| LaFleur & Godfrey LLC | 7,950 | $850.0K | 0.12% | +7,950 | New |
| Fairfield, Bush & Co. | 7,935 | $848.0K | 0.23% | +520+7.0% | Added |
| Seeyond | 7,927 | $847.0K | 0.08% | −264−3.2% | Reduced |
| Archford Capital Strategies, LLC | 7,895 | $844.0K | 0.21% | +2,685+51.5% | Added |
| Koshinski Asset Management, Inc. | 7,859 | $840.0K | 0.11% | −2,171−21.6% | Reduced |
| Boston Common Asset Management, LLC | 7,850 | $839.0K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,849 | $839.0K | 0.08% | +7,849 | New |
| Penbrook Management LLC | 7,841 | $838.0K | 0.53% | −1,000−11.3% | Reduced |
| Change Path, LLC | 7,842 | $838.0K | 0.05% | +2,465+45.8% | Added |
| Blueshift Asset Management, LLC | 7,782 | $832.0K | 0.05% | −2,295−22.8% | Reduced |
| Virtu Financial LLC | 7,755 | $829.0K | 0.08% | +1,479+23.6% | Added |
| HBK Sorce Advisory LLC | 7,650 | $818.0K | 0.05% | +81+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 7,645 | $817.0K | 0.52% | +1,575+25.9% | Added |
| Stevard, LLC | 7,600 | $812.0K | 0.63% | 00.0% | Unchanged |
| Spinnaker Trust | 7,593 | $812.0K | 0.06% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,589 | $811.0K | 0.42% | +4,611+154.8% | Added |
| True North Advisors, LLC | 7,500 | $801.0K | 0.17% | +7,500 | New |
| Abacus Planning Group, Inc. | 7,404 | $791.0K | 0.24% | −3,305−30.9% | Reduced |
| ARGI Investment Services, LLC | 7,376 | $788.0K | 0.03% | −42−0.6% | Reduced |
| Abacus Wealth Partners, LLC | 7,357 | $786.4K | 0.31% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,306 | $781.0K | 0.07% | −142−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 7,284 | $779.0K | 0.02% | −167−2.2% | Reduced |
| Accurate Wealth Management, LLC | 7,278 | $778.0K | 0.68% | +7,278 | New |
| Sadoff Investment Management LLC | 7,270 | $777.0K | 0.05% | +50+0.7% | Added |
| Manchester Capital Management LLC | 7,249 | $775.0K | 0.11% | +73+1.0% | Added |
| Sand Hill Global Advisors, LLC | 7,232 | $773.0K | 0.05% | −526−6.8% | Reduced |
| Peapack Gladstone Financial Corp | 7,198 | $769.0K | 0.02% | −451−5.9% | Reduced |
| Two Sigma Investments, LP | 7,195 | $769.0K | 0.00% | +5,500+324.5% | Added |
| Avestar Capital, LLC | 7,179 | $767.0K | 0.15% | +247+3.6% | Added |
| VeraBank, N.A. | 7,130 | $762.0K | 0.45% | +22+0.3% | Added |
| Wesbanco Bank Inc | 7,086 | $757.0K | 0.03% | +100+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 7,075 | $756.0K | 0.08% | +7,075 | New |
| Orrstown Financial Services Inc | 6,920 | $750.0K | 1.08% | −432−5.9% | Reduced |
| Bank of Stockton | 7,017 | $750.0K | 0.23% | −330−4.5% | Reduced |
| Whittier Trust Co | 7,005 | $749.0K | 0.01% | −62−0.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,989 | $747.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,959 | $743.0K | 0.07% | +4,058+139.9% | Added |
| Keybank National Association | 6,882 | $736.0K | 0.00% | +482+7.5% | Added |
| Mission Wealth Management, LP | 6,881 | $736.0K | 0.04% | +3,404+97.9% | Added |
| Boston Private Wealth LLC | 6,869 | $734.0K | 0.01% | −313−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 6,730 | $733.0K | 0.04% | +746+12.5% | Added |
| Certified Advisory Corp | 6,854 | $733.0K | 0.18% | +3,713+118.2% | Added |
| Aureus Asset Management, LLC | 6,830 | $730.0K | 0.05% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 6,818 | $729.0K | 0.26% | −45−0.7% | Reduced |
| Acas, LLC | 6,800 | $727.0K | 1.03% | 00.0% | Unchanged |
| Conning Inc. | 6,780 | $725.0K | 0.02% | −758−10.1% | Reduced |
| ICW Investment Advisors LLC | 6,768 | $723.0K | 0.47% | +106+1.6% | Added |
| Buckley Wealth Management, LLC | 6,700 | $716.0K | 0.25% | −250−3.6% | Reduced |
| Orser Capital Management, LLC | 6,700 | $716.0K | 0.38% | +6,700 | New |
| Riverbridge Partners LLC | 6,672 | $713.0K | 0.01% | −553−7.7% | Reduced |
| Boothbay Fund Management, LLC | 6,636 | $709.0K | 0.03% | −312−4.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $707.0K | 0.04% | −490−6.9% | Reduced |
| Empirical Finance, LLC | 6,596 | $705.0K | 0.11% | +1,106+20.1% | Added |
| Barings LLC | 6,579 | $703.0K | 0.02% | −267−3.9% | Reduced |
| Institute for Wealth Management, LLC. | 6,529 | $698.0K | 0.12% | −156−2.3% | Reduced |
| HighPoint Advisor Group LLC | 6,521 | $697.0K | 0.07% | −1,379−17.5% | Reduced |
| Integrated Investment Consultants, LLC | 6,507 | $696.0K | 0.20% | −227−3.4% | Reduced |
| First Washington CORP | 6,500 | $695.0K | 0.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 6,500 | $695.0K | 0.37% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,491 | $694.0K | 0.13% | +1,658+34.3% | Added |
| Kendall Capital Management | 6,485 | $693.0K | 0.39% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,418 | $686.0K | 0.10% | +472+7.9% | Added |
| CoreFirst Bank & Trust | 6,400 | $684.0K | 0.47% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,384 | $682.0K | 0.28% | +45+0.7% | Added |
| American Century Companies Inc | 6,373 | $681.0K | 0.00% | +1,222+23.7% | Added |
| Lafayette Investments, Inc. | 6,374 | $681.0K | 0.19% | +6,374 | New |
| Quantitative Systematic Strategies LLC | 6,374 | $681.0K | 0.24% | +6,374 | New |
| Centiva Capital, LP | 6,358 | $680.0K | 0.05% | +6,358 | New |
| Sompo Asset Management Co., Ltd. | 6,290 | $672.0K | 0.14% | +420+7.2% | Added |
| Campbell & CO Investment Adviser LLC | 6,254 | $668.0K | 0.29% | +6,254 | New |
| Sentry Investment Management LLC | 6,231 | $666.0K | 0.17% | +1,286+26.0% | Added |
| Integrated Advisors Network LLC | 6,222 | $665.0K | 0.05% | +495+8.6% | Added |
| Foundry Partners, LLC | 6,161 | $659.0K | 0.02% | −1,005−14.0% | Reduced |
| Fortem Financial Group, LLC | 6,147 | $657.0K | 0.33% | +114+1.9% | Added |
| AGF Investments America Inc. | 6,131 | $655.0K | 0.15% | +6,131 | New |
| Clarius Group, LLC | 6,113 | $653.0K | 0.06% | −21−0.3% | Reduced |
| Accretive Wealth Partners, LLC | 6,106 | $653.0K | 0.47% | +501+8.9% | Added |
| Michael B. Yongue | 6,094 | $651.0K | 0.48% | +45+0.7% | Added |
| Weld Capital Management LLC | 6,073 | $649.0K | 0.66% | −2,732−31.0% | Reduced |