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, Q3 2021
Institutional positions in Fiserv Inc as of Sep 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
- 1,329
- −1 vs. Q2 2021
- Shares held
- 600.0M
- +500.5K (+0.1%) vs. Q2 2021
- Total value
- $65.1B
- +$1.04B (+1.6%) vs. Q2 2021
- New holders
- 122
- 544 more added
- Sold out
- 123
- 444 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $434 | 0.00% | – | – |
| ClariVest Asset Management LLC | 10 | $1.00K | 0.00% | −3,600−99.7% | Reduced |
| 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 |
| Retirement Group, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Hudock, Inc. | 20 | $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 |
| MCF Advisors LLC | 22 | $2.00K | 0.00% | +22 | New |
| Johnson Midwest Financial, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 31 | $3.00K | 0.00% | +31 | New |
| Exane Derivatives | 29 | $3.15K | 0.00% | +25+625.0% | Added |
| Global Financial Private Client, LLC | 34 | $3.73K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $5.86K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $6.00K | 0.00% | −2−3.2% | Reduced |
| TFC Financial Management | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 55 | $6.00K | 0.00% | +55 | New |
| Red Tortoise LLC | 67 | $6.00K | 0.00% | +67 | New |
| Raffa Wealth Management, LLC | 63 | $6.84K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 72 | $8.00K | 0.01% | +72 | New |
| Wolff Wiese Magana LLC | 79 | $9.00K | 0.01% | −17−17.7% | Reduced |
| 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% | 00.0% | Unchanged |
| Private Capital Group, LLC | 81 | $9.00K | 0.00% | +9+12.5% | Added |
| Creative Financial Designs Inc | 87 | $9.00K | 0.00% | +68+357.9% | Added |
| Meridian Wealth Partners, LLC | 95 | $10.0K | 0.00% | +95 | New |
| Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 112 | $12.0K | 0.00% | +112 | New |
| Annapolis Financial Services, LLC | 115 | $12.0K | 0.00% | +115 | New |
| Cordasco Financial Network | 117 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 121 | $13.0K | 0.00% | +121 | New |
| Global Wealth Management Investment Advisory, Inc. | 120 | $13.0K | 0.00% | +120 | New |
| Consolidated Planning Corp | 122 | $13.0K | 0.01% | +122 | New |
| Aspire Private Capital, LLC | 142 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 149 | $16.0K | 0.00% | −144−49.1% | Reduced |
| Itau Unibanco Holding S.A. | 150 | $16.0K | 0.00% | −75−33.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 147 | $16.0K | 0.00% | +52+54.7% | Added |
| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | +150 | New |
| Crewe Advisors LLC | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 158 | $17.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 165 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 178 | $19.0K | 0.00% | −530−74.9% | Reduced |
| Hexagon Capital Partners LLC | 172 | $19.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 181 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 184 | $20.0K | 0.01% | +50+37.3% | Added |
| MV Capital Management, Inc. | 182 | $20.0K | 0.00% | +137+304.4% | Added |
| Loomis Sayles & Co L P | 204 | $22.0K | 0.00% | +1+0.5% | Added |
| JJJ Advisors Inc. | 199 | $22.0K | 0.01% | +31+18.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 238 | $26.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $26.0K | 0.01% | +240 | New |
| Earnest Partners LLC | 246 | $27.0K | 0.00% | 00.0% | Unchanged |
| Motco | 281 | $30.0K | 0.00% | −2,411−89.6% | Reduced |
| Bell Investment Advisors, Inc | 285 | $31.0K | 0.01% | +285 | New |
| Disciplina Capital Management LLC | 291 | $31.6K | 0.01% | +68+30.5% | Added |
| Versant Capital Management, Inc | 291 | $32.0K | 0.01% | −30−9.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $32.5K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 305 | $33.0K | 0.00% | +5+1.7% | Added |
| Altshuler Shaham Ltd | 323 | $35.0K | 0.00% | +47+17.0% | Added |
| Prestige Wealth Management Group LLC | 337 | $37.0K | 0.01% | +21+6.6% | Added |
| Herold Advisors, Inc. | 350 | $37.0K | 0.01% | +350 | New |
| Oakworth Capital, Inc. | 359 | $39.0K | 0.00% | +250+229.4% | Added |
| Cahill Financial Advisors Inc | 372 | $41.0K | 0.01% | +372 | New |
| Reilly Financial Advisors, LLC | 388 | $42.0K | 0.00% | −41−9.6% | Reduced |
| JFS Wealth Advisors, LLC | 389 | $42.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 398 | $43.0K | 0.00% | −13−3.2% | Reduced |
| Blume Capital Management, Inc. | 400 | $43.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 410 | $44.0K | 0.01% | −1,357−76.8% | Reduced |
| IAG Wealth Partners, LLC | 405 | $44.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 405 | $44.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 424 | $46.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 452 | $49.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 459 | $50.0K | 0.02% | −41−8.2% | Reduced |
| Hoese & Co LLP | 460 | $50.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 465 | $50.5K | 0.01% | +79+20.5% | Added |
| Zions Bancorporation, N.A. | 473 | $51.0K | 0.01% | −5−1.0% | Reduced |