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 |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 479 | $52.0K | 0.01% | +5+1.1% | Added |
| Total Clarity Wealth Management, Inc. | 492 | $53.0K | 0.03% | +492 | New |
| Guidance Point Advisors, LLC | 504 | $54.0K | 0.02% | +504 | New |
| Tarbox Family Office, Inc. | 535 | $58.0K | 0.01% | −6−1.1% | Reduced |
| Investors Research Corp | 564 | $61.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 606 | $65.0K | 0.01% | −523−46.3% | Reduced |
| First PREMIER Bank | 600 | $65.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 617 | $67.0K | 0.02% | +200+48.0% | Added |
| Private Ocean, LLC | 651 | $71.0K | 0.01% | +15+2.4% | Added |
| First Mercantile Trust Co | 705 | $76.0K | 0.01% | −15−2.1% | Reduced |
| Glassman Wealth Services | 735 | $80.0K | 0.02% | +51+7.5% | Added |
| Corsicana & Co. | 755 | $82.0K | 0.05% | −455−37.6% | Reduced |
| West Branch Capital LLC | 770 | $84.0K | 0.04% | −40−4.9% | Reduced |
| Piscataqua Savings Bank | 786 | $85.0K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $86.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $89.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 828 | $90.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 840 | $91.0K | 0.02% | +26+3.2% | Added |
| Systematic Alpha Investments, LLC | 932 | $92.0K | 0.00% | −28−2.9% | Reduced |
| Parkside Financial Bank & Trust | 860 | $93.0K | 0.03% | +202+30.7% | Added |
| Freedman Financial Associates, Inc. | 864 | $94.0K | 0.07% | 00.0% | Unchanged |
| Standard Family Office LLC | 875 | $95.0K | 0.03% | −3,171−78.4% | Reduced |
| Carroll Financial Associates, Inc. | 902 | $97.0K | 0.01% | +24+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 911 | $99.0K | 0.02% | +221+32.0% | Added |
| NEXT Financial Group, Inc | 976 | $106.0K | 0.01% | −1,204−55.2% | Reduced |
| Atwood & Palmer Inc | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $109.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $109.0K | 0.08% | 0 | Unchanged |
| Allworth Financial LP | 1,067 | $116.0K | 0.00% | +59+5.9% | Added |
| Institutional & Family Asset Management, LLC | 1,075 | $117.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,086 | $118.0K | 0.05% | −265−19.6% | Reduced |
| CKW Financial Group | 1,100 | $121.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,139 | $123.0K | 0.07% | +261+29.7% | Added |
| WFA of San Diego, LLC | 1,130 | $123.0K | 0.09% | +1,130 | New |
| Concord Wealth Partners | 1,168 | $127.0K | 0.05% | −108−8.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,186 | $129.0K | 0.02% | +3+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,239 | $134.0K | 0.00% | −3,272−72.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,274 | $138.0K | 0.02% | −100−7.3% | Reduced |
| International Assets Investment Management, LLC | 21,085 | $140.0K | 0.03% | −8,660−29.1% | Reduced |
| Baystate Wealth Management LLC | 1,351 | $147.0K | 0.01% | −171−11.2% | Reduced |
| Ayalon Holdings Ltd. | 1,350 | $148.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,380 | $150.0K | 0.06% | +430+45.3% | Added |
| Sargent Bickham Lagudis LLC | 1,400 | $152.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,397 | $152.0K | 0.01% | +326+30.4% | Added |
| JNBA Financial Advisors | 1,406 | $153.0K | 0.02% | +292+26.2% | Added |
| Cubist Systematic Strategies, LLC | 1,439 | $156.0K | 0.00% | −243,864−99.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,517 | $165.0K | 0.02% | +351+30.1% | Added |
| Sutton Wealth Advisors Inc. | 1,524 | $165.4K | 0.06% | +5+0.3% | Added |
| Bellevue Asset Management, LLC | 1,540 | $169.0K | 0.10% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1,562 | $169.0K | 0.12% | +1,562 | New |
| Solstein Capital, LLC | 1,725 | $187.0K | 0.11% | +1,175+213.6% | Added |
| O'Dell Group, LLC | 1,768 | $192.0K | 0.06% | +1,768 | New |
| Arcadia Investment Management Corp | 1,800 | $195.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,844 | $200.0K | 0.01% | +1,844 | New |
| Fox Run Management, L.L.C. | 1,849 | $201.0K | 0.13% | +1,849 | New |
| Boit C F David | 1,850 | $203.0K | 0.14% | +1,050+131.3% | Added |
| Advisors Asset Management, Inc. | 1,878 | $204.0K | 0.00% | −32−1.7% | Reduced |
| Hancock Whitney Corp | 1,879 | $204.0K | 0.01% | +1,879 | New |
| Two Sigma Securities, LLC | 1,892 | $205.0K | 0.04% | +1,892 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,901 | $206.0K | 0.05% | −111−5.5% | Reduced |
| Brighton Jones LLC | 1,917 | $208.0K | 0.01% | +1,917 | New |
| Ropes Wealth Advisors LLC | 1,934 | $210.0K | 0.03% | −190−8.9% | Reduced |
| Focus Financial Network, Inc. | 1,943 | $210.8K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,950 | $212.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,975 | $214.0K | 0.05% | +1,975 | New |
| Centiva Capital, LP | 1,989 | $216.0K | 0.02% | −4,369−68.7% | Reduced |
| WoodTrust Financial Corp | 1,988 | $216.0K | 0.05% | −1,100−35.6% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 2,000 | $217.0K | 0.06% | −75−3.6% | Reduced |
| Castleark Management LLC | 2,000 | $217.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $217.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,003 | $217.0K | 0.00% | +2,003 | New |
| CastleArk Alternatives, LLC | 2,000 | $217.0K | 0.01% | +2,000 | New |
| IFP Advisors, Inc | 1,972 | $219.0K | 0.00% | −169−7.9% | Reduced |
| Monterey Private Wealth, Inc. | 2,035 | $220.0K | 0.12% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,037 | $221.0K | 0.03% | +2,037 | New |
| LVZ Advisors, Inc. | 2,048 | $222.0K | 0.03% | 00.0% | Unchanged |
| De Burlo Group Inc | 2,063 | $223.0K | 0.04% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,055 | $223.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,052 | $223.0K | 0.17% | +2,052 | New |
| Claro Advisors LLC | 2,068 | $224.0K | 0.09% | +2,068 | New |
| JLB & Associates Inc | 2,075 | $225.0K | 0.04% | 00.0% | Unchanged |
| New World Advisors LLC | 2,040 | $225.0K | 0.10% | +2,040 | New |
| Advisors Capital Management, LLC | 2,084 | $226.0K | 0.01% | +2,084 | New |
| Geller Advisors LLC | 2,087 | $226.0K | 0.05% | +2,087 | New |
| Uncommon Cents Investing LLC | 2,100 | $228.0K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,097 | $228.0K | 0.04% | +734+53.9% | Added |
| First National Bank of Omaha | 2,106 | $229.0K | 0.01% | −94−4.3% | Reduced |
| Bank of New Hampshire | 2,140 | $229.0K | 0.06% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,113 | $229.0K | 0.03% | +2,113 | New |
| BBR Partners, LLC | 2,130 | $231.0K | 0.02% | −441−17.2% | Reduced |
| NTV Asset Management LLC | 2,125 | $231.0K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,141 | $232.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,148 | $233.1K | 0.02% | +110+5.4% | Added |
| Osterweis Capital Management Inc | 2,160 | $234.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,165 | $235.0K | 0.04% | +100+4.8% | Added |
| LCNB Corp | 2,175 | $236.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Corp | 2,175 | $236.0K | 0.15% | +2,175 | New |
| Richard P Slaughter Associates Inc | 2,200 | $238.0K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,203 | $239.0K | 0.03% | −1,577−41.7% | Reduced |