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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 5,261 | $571.0K | 0.17% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,296 | $575.0K | 0.27% | −47−0.9% | Reduced |
| Tortoise Index Solutions, LLC | 5,313 | $576.0K | 0.14% | −198−3.6% | Reduced |
| Covey Capital Advisors, LLC | 5,333 | $579.0K | 0.46% | – | – |
| Ashton Thomas Private Wealth, LLC | 5,343 | $579.7K | 0.08% | −18,301−77.4% | Reduced |
| Baldwin Brothers Inc | 5,375 | $583.0K | 0.06% | −38−0.7% | Reduced |
| Roundview Capital LLC | 5,418 | $588.0K | 0.06% | +2,314+74.5% | Added |
| Sentry Investment Management LLC | 5,437 | $590.0K | 0.17% | −794−12.7% | Reduced |
| NBT Bank N A | 5,463 | $593.0K | 0.08% | −70−1.3% | Reduced |
| Clear Perspective Advisors, LLC | 5,469 | $593.0K | 0.20% | +1,025+23.1% | Added |
| Concorde Asset Management, LLC | 5,465 | $593.0K | 0.34% | +5,465 | New |
| Riverbridge Partners LLC | 5,572 | $605.0K | 0.01% | −1,100−16.5% | Reduced |
| Trust Asset Management LLC | 5,690 | $617.0K | 0.08% | +385+7.3% | Added |
| Sompo Asset Management Co., Ltd. | 5,750 | $623.0K | 0.14% | −540−8.6% | Reduced |
| Verition Fund Management LLC | 5,762 | $625.0K | 0.01% | −3,926−40.5% | Reduced |
| DuPont Capital Management Corp | 5,844 | $634.0K | 0.02% | −5,638−49.1% | Reduced |
| Copperwynd Financial, LLC | 5,845 | $634.0K | 0.26% | +51+0.9% | Added |
| Boston Trust Walden Corp | 5,893 | $639.0K | 0.01% | +15+0.3% | Added |
| CenterStar Asset Management, LLC | – | $640.0K | 0.50% | – | New |
| Parsons Capital Management Inc | 5,910 | $641.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 5,923 | $643.0K | 0.00% | −50−0.8% | Reduced |
| LVM Capital Management Ltd | 5,925 | $643.0K | 0.10% | +225+3.9% | Added |
| Savant Capital, LLC | 5,933 | $644.0K | 0.02% | +536+9.9% | Added |
| Tokio Marine Asset Management Co Ltd | 5,969 | $648.0K | 0.06% | +834+16.2% | Added |
| Keybank National Association | 6,002 | $651.0K | 0.00% | −880−12.8% | Reduced |
| Cito Capital Group, LLC | 6,000 | $651.0K | 0.30% | +6,000 | New |
| Boothbay Fund Management, LLC | 6,023 | $653.0K | 0.03% | −613−9.2% | Reduced |
| Monte Financial Group, LLC | 6,068 | $658.0K | 0.38% | +566+10.3% | Added |
| Assenagon Asset Management S.A. | 6,088 | $661.0K | 0.00% | −7,122−53.9% | Reduced |
| Bessemer Group Inc | 6,095 | $661.0K | 0.00% | −2,158−26.1% | Reduced |
| Alphasimplex Group, LLC | 6,137 | $666.0K | 0.55% | +6,137 | New |
| Rehmann Capital Advisory Group | 6,154 | $667.7K | 0.06% | +449+7.9% | Added |
| Independent Advisor Alliance | 6,181 | $671.0K | 0.04% | +136+2.2% | Added |
| Eukles Asset Management | 6,192 | $672.0K | 0.37% | +856+16.0% | Added |
| Shepherd Financial Partners LLC | 6,211 | $674.0K | 0.13% | −11,148−64.2% | Reduced |
| Avestar Capital, LLC | 6,279 | $681.0K | 0.13% | −900−12.5% | Reduced |
| Conning Inc. | 6,280 | $681.0K | 0.02% | −500−7.4% | Reduced |
| Partners Group Holding AG | 6,299 | $683.0K | 0.05% | +6,299 | New |
| HighPoint Advisor Group LLC | 6,313 | $685.0K | 0.07% | −208−3.2% | Reduced |
| Clarius Group, LLC | 6,344 | $688.0K | 0.06% | +231+3.8% | Added |
| Moloney Securities Asset Management, LLC | 6,371 | $691.0K | 0.13% | −120−1.8% | Reduced |
| Stokes Family Office, LLC | 6,379 | $692.0K | 0.10% | −39−0.6% | Reduced |
| Lafayette Investments, Inc. | 6,374 | $692.0K | 0.19% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6,400 | $694.0K | 0.48% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,425 | $697.0K | 0.02% | +2,186+51.6% | Added |
| Institute for Wealth Management, LLC. | 6,465 | $701.0K | 0.12% | −64−1.0% | Reduced |
| First Washington CORP | 6,500 | $705.0K | 0.26% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 6,498 | $705.0K | 0.50% | +392+6.4% | Added |
| Argus Investors' Counsel, Inc. | 6,528 | $708.0K | 0.46% | +564+9.5% | Added |
| F3Logic, LLC | 6,380 | $713.0K | 0.09% | +6,380 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $718.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 6,695 | $726.0K | 0.42% | +1,438+27.4% | Added |
| Orrstown Financial Services Inc | 6,748 | $732.0K | 1.16% | −172−2.5% | Reduced |
| Neo Ivy Capital Management | 7,526 | $735.0K | 0.84% | +2,317+44.5% | Added |
| American National Registered Investment Advisor, Inc. | 6,799 | $738.0K | 0.27% | −19−0.3% | Reduced |
| Acas, LLC | 6,800 | $738.0K | 1.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,825 | $740.0K | 0.18% | −29−0.4% | Reduced |
| Aureus Asset Management, LLC | 6,830 | $741.0K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 6,867 | $745.0K | 0.15% | +6,867 | New |
| Mission Wealth Management, LP | 6,897 | $748.0K | 0.04% | +16+0.2% | Added |
| Bank of Stockton | 6,925 | $751.0K | 0.23% | −92−1.3% | Reduced |
| Michael B. Yongue | 6,941 | $753.0K | 0.55% | +847+13.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,983 | $757.0K | 0.07% | −6−0.1% | Reduced |
| Oppenheimer & Co Inc | 6,974 | $757.0K | 0.01% | +985+16.4% | Added |
| Fort, L.P. | 6,981 | $757.0K | 0.25% | +2,498+55.7% | Added |
| Wesbanco Bank Inc | 7,000 | $760.0K | 0.03% | −86−1.2% | Reduced |
| Whittier Trust Co | 7,021 | $762.0K | 0.01% | +16+0.2% | Added |
| Empirical Finance, LLC | 7,077 | $768.0K | 0.12% | +481+7.3% | Added |
| Townsend Asset Management Corp | 7,084 | $769.0K | 0.41% | −900−11.3% | Reduced |
| VeraBank, N.A. | 7,130 | $774.0K | 0.44% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,210 | $782.0K | 0.11% | −39−0.5% | Reduced |
| Sadoff Investment Management LLC | 7,220 | $783.0K | 0.05% | −50−0.7% | Reduced |
| Intact Investment Management Inc. | 7,250 | $787.0K | 0.02% | −3,450−32.2% | Reduced |
| American Century Companies Inc | 7,278 | $790.0K | 0.00% | +905+14.2% | Added |
| Penbrook Management LLC | 7,291 | $791.0K | 0.50% | −550−7.0% | Reduced |
| Sand Hill Global Advisors, LLC | 7,291 | $791.0K | 0.05% | +59+0.8% | Added |
| ARGI Investment Services, LLC | 7,328 | $795.0K | 0.03% | −48−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,357 | $798.0K | 0.03% | +7,357 | New |
| Abacus Wealth Partners, LLC | 7,357 | $798.2K | 0.29% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,863 | $802.0K | 0.58% | −6,383−44.8% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $803.0K | 0.26% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 7,753 | $809.0K | 0.47% | +7,753 | New |
| ICW Investment Advisors LLC | 7,475 | $811.0K | 0.52% | +707+10.4% | Added |
| True North Advisors, LLC | 7,500 | $813.0K | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,552 | $819.0K | 0.05% | +1,330+21.4% | Added |
| Stratos Wealth Partners, LTD. | 7,577 | $822.0K | 0.02% | +293+4.0% | Added |
| Spinnaker Trust | 7,593 | $824.0K | 0.06% | 00.0% | Unchanged |
| Stevard, LLC | 7,600 | $825.0K | 0.65% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,613 | $826.0K | 0.01% | +744+10.8% | Added |
| American Portfolios Advisors | 7,621 | $826.9K | 0.03% | −847−10.0% | Reduced |
| Integrated Investment Consultants, LLC | 7,645 | $829.0K | 0.24% | +1,138+17.5% | Added |
| Bray Capital Advisors | 7,658 | $831.0K | 0.21% | +7,658 | New |
| New England Research & Management, Inc. | 7,766 | $843.0K | 0.44% | −7,355−48.6% | Reduced |
| HBK Sorce Advisory LLC | 7,771 | $843.0K | 0.05% | +121+1.6% | Added |
| Midwest Professional Planners, LTD. | 7,845 | $851.0K | 0.45% | +256+3.4% | Added |
| Accurate Wealth Management, LLC | 5,914 | $851.0K | 0.75% | −1,364−18.7% | Reduced |
| Boston Common Asset Management, LLC | 7,850 | $852.0K | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 7,950 | $863.0K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,123 | $868.0K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,064 | $875.0K | 0.08% | +3,230+66.8% | Added |