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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 2,200 | $239.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,216 | $240.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,211 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $241.0K | 0.10% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 2,226 | $242.0K | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 2,276 | $247.0K | 0.01% | −140−5.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,273 | $247.0K | 0.01% | +1,192+110.3% | Added |
| Main Street Research LLC | 2,289 | $248.0K | 0.02% | −118−4.9% | Reduced |
| Point72 Hong Kong Ltd | 2,307 | $250.0K | 0.02% | −11,506−83.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,502 | $250.0K | 0.02% | +20+0.8% | Added |
| Princeton Global Asset Management LLC | 2,300 | $250.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,279 | $250.0K | 0.02% | −6−0.3% | Reduced |
| Kore Private Wealth LLC | 2,321 | $252.0K | 0.03% | +2,321 | New |
| Columbia Trust Co 01012016 | 2,334 | $254.0K | 0.13% | +282+13.7% | Added |
| WealthPLAN Partners, LLC | 2,496 | $257.0K | 0.02% | +37+1.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $258.0K | 0.14% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,376 | $258.0K | 0.01% | +2,376 | New |
| Proficio Capital Partners LLC | 2,389 | $259.0K | 0.03% | −35−1.4% | Reduced |
| Dearborn Partners LLC | 2,400 | $260.0K | 0.01% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,398 | $261.0K | 0.00% | +193+8.8% | Added |
| Evermay Wealth Management LLC | 2,416 | $262.0K | 0.05% | −1,782−42.4% | Reduced |
| TD Private Client Wealth LLC | 2,422 | $262.8K | 0.01% | +44+1.9% | Added |
| WBH Advisory Inc | 2,422 | $263.0K | 0.04% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,437 | $264.0K | 0.02% | −45−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 2,437 | $264.0K | 0.03% | −55−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 2,433 | $264.0K | 0.14% | +2,433 | New |
| Janney Capital Management LLC | 2,440 | $265.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,443 | $265.0K | 0.01% | +39+1.6% | Added |
| Penserra Capital Management LLC | 2,449 | $265.0K | 0.01% | +205+9.1% | Added |
| Sepio Capital, LP | 2,460 | $267.0K | 0.02% | −25,877−91.3% | Reduced |
| Arrow Financial Corp | 2,475 | $269.0K | 0.03% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 2,500 | $271.3K | 0.15% | −200−7.4% | Reduced |
| Veracity Capital LLC | 2,521 | $274.0K | 0.12% | −43,049−94.5% | Reduced |
| Carlson Capital Management | 2,566 | $278.0K | 0.03% | +14+0.5% | Added |
| Leavell Investment Management, Inc. | 2,578 | $280.0K | 0.02% | +33+1.3% | Added |
| Chickasaw Capital Management LLC | 2,577 | $280.0K | 0.01% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,600 | $282.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,603 | $282.0K | 0.18% | +2,321+823.0% | Added |
| Goodwin Daniel L | 2,612 | $283.0K | 0.13% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,620 | $284.0K | 0.27% | +238+10.0% | Added |
| Centaurus Financial, Inc. | 2,628 | $285.0K | 0.02% | −197−7.0% | Reduced |
| 9258 Wealth Management, LLC | 2,635 | $286.0K | 0.08% | +349+15.3% | Added |
| Voya Financial Advisors, Inc. | 2,596 | $287.0K | 0.04% | −103−3.8% | Reduced |
| Mid Atlantic Financial Management Inc | 2,654 | $288.0K | 0.02% | −1,754−39.8% | Reduced |
| Northwest Bancshares, Inc. | 2,684 | $291.0K | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 2,685 | $291.0K | 0.10% | +285+11.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,695 | $292.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,695 | $292.0K | 0.07% | +671+33.2% | Added |
| TCG Advisory Services, LLC | 2,688 | $292.0K | 0.08% | +818+43.7% | Added |
| BSW Wealth Partners | 2,705 | $293.0K | 0.08% | +2,705 | New |
| Proequities, Inc. | 2,712 | $294.0K | 0.02% | +38+1.4% | Added |
| MONECO Advisors, LLC | 2,712 | $294.0K | 0.12% | +266+10.9% | Added |
| Barings LLC | 2,741 | $297.0K | 0.01% | −3,838−58.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,733 | $297.0K | 0.05% | +133+5.1% | Added |
| Silphium Asset Management Ltd | 2,750 | $298.4K | 0.12% | +750+37.5% | Added |
| Whittier Trust Co of Nevada Inc | 2,756 | $299.0K | 0.01% | +5+0.2% | Added |
| Principal Street Partners, LLC | 2,790 | $302.0K | 0.08% | +394+16.4% | Added |
| Peloton Wealth Strategists | 2,793 | $303.0K | 0.12% | −1,000−26.4% | Reduced |
| CRA Financial Services, LLC | 2,794 | $303.0K | 0.10% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,819 | $306.0K | 0.01% | +2,819 | New |
| Seeyond | 2,830 | $307.0K | 0.03% | −5,097−64.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,822 | $307.0K | 0.01% | +103+3.8% | Added |
| Coldstream Capital Management Inc | 2,989 | $308.0K | 0.01% | −234−7.3% | Reduced |
| Natixis Investment Managers International | 2,859 | $310.0K | 0.02% | −172−5.7% | Reduced |
| Ingalls & Snyder LLC | 2,855 | $310.0K | 0.01% | −121−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,870 | $311.0K | 0.00% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,884 | $313.0K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,918 | $316.0K | 0.00% | +212+7.8% | Added |
| Old Port Advisors | 2,918 | $317.0K | 0.11% | −48−1.6% | Reduced |
| Clearwater Capital Advisors, LLC | 2,920 | $317.0K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,936 | $319.0K | 0.00% | −198−6.3% | Reduced |
| Strategic Blueprint, LLC | 2,974 | $323.0K | 0.05% | −228−7.1% | Reduced |
| Azora Capital LP | 2,988 | $324.0K | 0.04% | +2,988 | New |
| Heron Financial Group, LLC | 2,996 | $325.0K | 0.18% | 00.0% | Unchanged |
| Old National Bancorp | 2,998 | $325.0K | 0.01% | +2,998 | New |
| Kestra Private Wealth Services, LLC | 3,048 | $331.0K | 0.02% | +269+9.7% | Added |
| Addison Advisors LLC | 3,060 | $332.0K | 0.27% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,070 | $332.0K | 0.05% | +855+38.6% | Added |
| Quest Capital Management Inc | 3,069 | $333.0K | 0.07% | +9+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $335.0K | 0.04% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,089 | $335.0K | 0.32% | +105+3.5% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $337.0K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,112 | $338.0K | 0.12% | −319−9.3% | Reduced |
| ERn Financial, LLC | 3,146 | $341.0K | 0.09% | +3,146 | New |
| Wilkinson Global Asset Management LLC | 3,170 | $344.0K | 0.02% | −175,874−98.2% | Reduced |
| Provident Trust Co | 3,184 | $345.0K | 0.01% | 00.0% | Unchanged |
| American Money Management, LLC | 3,200 | $347.0K | 0.10% | +3,200 | New |
| Marotta Asset Management | 3,200 | $347.2K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,204 | $348.0K | 0.03% | +45+1.4% | Added |
| Sandy Spring Bank | 3,218 | $349.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,213 | $349.0K | 0.04% | +202+6.7% | Added |
| Engine No. 1 LLC | 3,212 | $349.0K | 0.09% | +1,308+68.7% | Added |
| Park Avenue Securities LLC | 3,251 | $353.0K | 0.01% | −2,660−45.0% | Reduced |
| Axiom Investment Management LLC | 3,251 | $354.0K | 0.36% | +3,251 | New |
| Epiq Partners, LLC | 3,280 | $356.0K | 0.16% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 3,284 | $356.0K | 0.10% | +3,284 | New |
| Forte Capital LLC | 3,298 | $358.0K | 0.05% | −215−6.1% | Reduced |
| Ellevest, Inc. | 3,304 | $358.0K | 0.03% | +883+36.5% | Added |
| MBM Wealth Consultants, LLC | 3,356 | $364.0K | 0.17% | +3,356 | New |
| Pflug Koory, LLC | 3,365 | $365.0K | 0.20% | −800−19.2% | Reduced |