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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 3,401 | $369.0K | 0.02% | −14,464−81.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,401 | $369.0K | 0.11% | +20+0.6% | Added |
| Pegasus Partners Ltd. | 3,436 | $373.0K | 0.07% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 3,516 | $380.0K | 0.00% | +40+1.2% | Added |
| Beacon Financial Group | 3,492 | $386.0K | 0.05% | +3,492 | New |
| Gateway Investment Advisers LLC | 3,622 | $393.0K | 0.00% | −125−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,621 | $393.0K | 0.01% | +565+18.5% | Added |
| Kovack Advisors, Inc. | 3,647 | $396.0K | 0.04% | +543+17.5% | Added |
| YHB Investment Advisors, Inc. | 3,668 | $398.0K | 0.03% | −1,649−31.0% | Reduced |
| Ballentine Partners, LLC | 3,661 | $398.0K | 0.01% | −34−0.9% | Reduced |
| Arcus Capital Partners, LLC | 3,666 | $398.0K | 0.15% | +439+13.6% | Added |
| AXS Investments LLC | 3,666 | $398.0K | 0.15% | +3,666 | New |
| Boston Financial Mangement LLC | 3,767 | $409.0K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,774 | $409.0K | 0.02% | +1,872+98.4% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $412.3K | 0.11% | −500−11.6% | Reduced |
| Quadrant Capital Group LLC | 3,813 | $414.0K | 0.06% | +537+16.4% | Added |
| TRUE Private Wealth Advisors | 3,840 | $416.0K | 0.06% | +71+1.9% | Added |
| Sawtooth Solutions, LLC | 3,836 | $416.0K | 0.06% | +1,033+36.9% | Added |
| Moneta Group Investment Advisors LLC | 3,853 | $418.0K | 0.02% | −787−17.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,887 | $422.0K | 0.02% | +586+17.8% | Added |
| Waldron Private Wealth LLC | 3,896 | $422.0K | 0.02% | +1,373+54.4% | Added |
| Madrona Financial Services, LLC | 3,902 | $423.0K | 0.20% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,898 | $428.0K | 0.08% | −500−11.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,942 | $428.0K | 0.02% | −58−1.5% | Reduced |
| Horizon Investments, LLC | 3,947 | $428.0K | 0.01% | +327+9.0% | Added |
| Wade G W & Inc | 3,991 | $433.0K | 0.02% | +203+5.4% | Added |
| RBF Capital, LLC | 4,000 | $434.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $434.0K | 0.12% | +4,000 | New |
| GWM Advisors LLC | 4,012 | $435.0K | 0.01% | −7,690−65.7% | Reduced |
| Principle Wealth Partners LLC | 4,010 | $435.0K | 0.05% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,007 | $435.0K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 4,031 | $437.0K | 0.02% | +4,031 | New |
| Beacon Pointe Advisors, LLC | 4,058 | $440.0K | 0.01% | −336−7.6% | Reduced |
| Intersect Capital LLC | 4,051 | $440.0K | 0.08% | +27+0.7% | Added |
| WMS Partners, LLC | 4,084 | $443.0K | 0.06% | −105−2.5% | Reduced |
| Los Angeles Capital Management LLC | 4,136 | $449.0K | 0.00% | −7,936−65.7% | Reduced |
| Grandfield & Dodd, LLC | 4,111 | $450.0K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 4,164 | $452.0K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 4,180 | $453.5K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,214 | $455.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,194 | $455.0K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Corp | 4,209 | $457.0K | 0.07% | −8,170−66.0% | Reduced |
| First National Trust Co | 4,235 | $459.0K | 0.03% | +2,302+119.1% | Added |
| Sheets Smith Wealth Management | 4,239 | $460.0K | 0.06% | −1,090−20.5% | Reduced |
| Minot Wealth Management LLC | 4,239 | $460.0K | 0.10% | −77−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,267 | $463.0K | 0.15% | −449−9.5% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $464.0K | 0.10% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,298 | $466.0K | 0.01% | +4,298 | New |
| NorthCoast Asset Management LLC | 4,303 | $467.0K | 0.02% | −113,706−96.4% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $467.0K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,351 | $472.0K | 0.06% | +59+1.4% | Added |
| KCS Wealth Advisory | 4,380 | $475.0K | 0.22% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,392 | $477.0K | 0.03% | −405−8.4% | Reduced |
| Tiemann Investment Advisors, LLC | 4,400 | $477.0K | 0.23% | −50−1.1% | Reduced |
| Fortem Financial Group, LLC | 4,410 | $478.0K | 0.24% | −1,737−28.3% | Reduced |
| Capital Investment Advisors, LLC | 4,410 | $478.0K | 0.02% | +90+2.1% | Added |
| Fiera Capital Corp | 4,447 | $482.0K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,446 | $482.0K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $482.0K | 0.47% | +4,447 | New |
| Kinneret Advisory, LLC | 4,451 | $483.0K | 0.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,480 | $486.0K | 0.15% | +525+13.3% | Added |
| Capital Asset Advisory Services LLC | 4,475 | $486.0K | 0.05% | +4,475 | New |
| Bartlett & Co. LLC | 4,498 | $488.0K | 0.01% | −1,256−21.8% | Reduced |
| Personal Capital Advisors Corp | 4,502 | $488.0K | 0.00% | +554+14.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,498 | $488.0K | 0.01% | −1,256−21.8% | Reduced |
| BBVA USA | 4,541 | $493.0K | 0.03% | −822−15.3% | Reduced |
| Staley Capital Advisers Inc | 4,545 | $493.0K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,546 | $493.0K | 0.03% | +62+1.4% | Added |
| Tectonic Advisors LLC | 4,559 | $495.0K | 0.10% | −19,183−80.8% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $497.0K | 0.31% | 00.0% | Unchanged |
| Optas, LLC | 4,575 | $497.0K | 0.14% | +43+0.9% | Added |
| Wambolt & Associates, LLC | 4,559 | $500.0K | 0.20% | −678−12.9% | Reduced |
| 55I, LLC | 4,625 | $502.0K | 0.01% | +4,625 | New |
| B. Riley Wealth Management, Inc. | 4,635 | $503.0K | 0.04% | +4,635 | New |
| Central Trust Co | 4,664 | $506.0K | 0.02% | −813−14.8% | Reduced |
| 1st Source Bank | 4,660 | $506.0K | 0.03% | +555+13.5% | Added |
| Hilltop Holdings Inc. | 4,703 | $510.0K | 0.06% | −1,005−17.6% | Reduced |
| St Germain D J Co Inc | 4,723 | $512.0K | 0.03% | +4+0.1% | Added |
| Caldwell Trust Co | 4,725 | $512.7K | 0.06% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,730 | $513.0K | 0.01% | −306−6.1% | Reduced |
| Pendal Group Limited | 4,763 | $517.0K | 0.00% | −644−11.9% | Reduced |
| Condor Capital Management | 4,796 | $520.0K | 0.06% | +236+5.2% | Added |
| Paragon Capital Management Ltd | 4,800 | $521.0K | 0.09% | +1,600+50.0% | Added |
| Exchange Traded Concepts, LLC | 4,843 | $525.0K | 0.01% | +715+17.3% | Added |
| Richard Bernstein Advisors LLC | 4,882 | $529.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 4,877 | $529.0K | 0.31% | +1,645+50.9% | Added |
| Santori & Peters | 4,907 | $532.0K | 0.30% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,911 | $533.0K | 0.00% | −8−0.2% | Reduced |
| First Manhattan Co | 4,934 | $535.0K | 0.00% | +900+22.3% | Added |
| Edgemoor Investment Advisors, Inc. | 4,942 | $536.0K | 0.06% | −400−7.5% | Reduced |
| Intellectus Partners, LLC | 4,960 | $538.0K | 0.13% | +1,362+37.9% | Added |
| Ellis Investment Partners, LLC | 4,980 | $540.0K | 0.14% | −100−2.0% | Reduced |
| Alexandria Capital, LLC | 5,000 | $543.0K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,030 | $546.0K | 0.03% | −39,253−88.6% | Reduced |
| Forbes J M & Co LLP | 5,125 | $556.0K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,132 | $557.0K | 0.03% | −813−13.7% | Reduced |
| Boston Family Office LLC | 5,139 | $558.0K | 0.04% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,200 | $564.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,209 | $565.0K | 0.02% | +2,906+126.2% | Added |
| Fred Alger Management, LLC | 5,248 | $569.0K | 0.00% | −638,221−99.2% | Reduced |