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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 8,073 | $876.0K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 8,089 | $878.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,105 | $879.0K | 0.03% | +2,790+52.5% | Added |
| Regal Investment Advisors LLC | 8,131 | $882.0K | 0.09% | +282+3.6% | Added |
| Washington Trust Co | 8,143 | $884.0K | 0.02% | +100+1.2% | Added |
| Chesapeake Wealth Management | 8,203 | $890.0K | 0.32% | −1,255−13.3% | Reduced |
| Brown Capital Management LLC | 8,215 | $891.0K | 0.01% | −1,885−18.7% | Reduced |
| Sun Life Financial INC | 8,229 | $892.0K | 0.05% | +2,549+44.9% | Added |
| First Nebraska Trust Co | 8,235 | $893.5K | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 8,271 | $898.0K | 0.02% | +20+0.2% | Added |
| Archford Capital Strategies, LLC | 8,280 | $898.0K | 0.21% | +385+4.9% | Added |
| Tandem Capital Management Corp | 8,292 | $900.0K | 0.57% | −3,868−31.8% | Reduced |
| Smithfield Trust Co | 8,344 | $905.0K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,339 | $905.0K | 0.38% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 8,423 | $914.0K | 0.14% | −628−6.9% | Reduced |
| Transcend Wealth Collective, LLC | 8,360 | $918.0K | 0.08% | +2,910+53.4% | Added |
| Federated Hermes, Inc. | 8,513 | $924.0K | 0.00% | +37+0.4% | Added |
| Change Path, LLC | 8,578 | $931.0K | 0.06% | +736+9.4% | Added |
| Kingsview Wealth Management, LLC | 8,605 | $934.0K | 0.04% | −1,030−10.7% | Reduced |
| AlphaCrest Capital Management LLC | 8,815 | $956.0K | 0.05% | −115,432−92.9% | Reduced |
| Kowal Investment Group, LLC | 8,822 | $957.0K | 0.30% | −67−0.8% | Reduced |
| Johnson Investment Counsel Inc | 8,820 | $957.0K | 0.01% | +665+8.2% | Added |
| Vestcor Inc | 8,845 | $960.0K | 0.03% | −1,264−12.5% | Reduced |
| Fairfield, Bush & Co. | 8,850 | $960.0K | 0.31% | +915+11.5% | Added |
| Stableford Capital II LLC | 8,924 | $962.0K | 0.49% | −176−1.9% | Reduced |
| Key Financial Inc | 8,906 | $966.0K | 0.55% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 8,931 | $969.0K | 0.44% | +8,931 | New |
| Nicolet Bankshares Inc | 9,015 | $978.0K | 0.25% | −196−2.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 9,055 | $982.0K | 0.64% | +1,410+18.4% | Added |
| Peoples Bank | 9,065 | $984.0K | 0.52% | −135−1.5% | Reduced |
| Segment Wealth Management, LLC | 9,075 | $985.0K | 0.12% | −330−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 9,131 | $991.0K | 0.13% | −39−0.4% | Reduced |
| Pathstone Family Office, LLC | 9,161 | $994.0K | 0.03% | +4,610+101.3% | Added |
| Mercer Capital Advisers, Inc. | 9,200 | $998.0K | 0.53% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 9,221 | $1.00M | 0.18% | −959−9.4% | Reduced |
| Kendall Capital Management | 9,245 | $1.00M | 0.54% | +2,760+42.6% | Added |
| AdvisorShares Investments LLC | 9,370 | $1.02M | 0.16% | 00.0% | Unchanged |
| Atom Investors LP | 9,402 | $1.02M | 0.20% | +9,402 | New |
| John G Ullman & Associates Inc | 9,450 | $1.02M | 0.14% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 9,455 | $1.03M | 0.34% | +1,337+16.5% | Added |
| Clearstead Advisors, LLC | 9,502 | $1.03M | 0.08% | −42−0.4% | Reduced |
| SkyOak Wealth, LLC | 9,548 | $1.04M | 0.28% | −140−1.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,550 | $1.04M | 0.38% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 9,600 | $1.04M | 0.13% | +9,600 | New |
| XTX Topco Ltd | 9,618 | $1.04M | 0.35% | +4,082+73.7% | Added |
| Poehling Capital Management, LLC | 9,655 | $1.05M | 0.35% | −226−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,697 | $1.05M | 0.02% | +1,405+16.9% | Added |
| Venturi Wealth Management, LLC | 9,749 | $1.06M | 0.09% | +2,443+33.4% | Added |
| Cetera Advisors LLC | 9,821 | $1.07M | 0.02% | −7,698−43.9% | Reduced |
| Central Bank & Trust Co | 9,832 | $1.07M | 0.18% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 9,831 | $1.07M | 0.50% | +9,831 | New |
| Foundations Investment Advisors, LLC | 9,945 | $1.07M | 0.05% | +3,215+47.8% | Added |
| Chase Investment Counsel Corp | 9,935 | $1.08M | 0.46% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 9,957 | $1.08M | 1.22% | +9,957 | New |
| Greenleaf Trust | 9,984 | $1.08M | 0.01% | −262−2.6% | Reduced |
| Employees Retirement System of Texas | 10,000 | $1.08M | 0.01% | +10,000 | New |
| McElhenny Sheffield Capital Management, LLC | 10,008 | $1.09M | 0.49% | +10,008 | New |
| Venture Visionary Partners LLC | 10,060 | $1.09M | 0.08% | +7,468+288.1% | Added |
| Choate Investment Advisors | 10,060 | $1.09M | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 10,213 | $1.11M | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,252 | $1.11M | 0.10% | +2,393+30.4% | Added |
| Twin Tree Management, LP | 10,280 | $1.11M | 0.03% | −22,948−69.1% | Reduced |
| AdvisorNet Financial, Inc | 10,285 | $1.12M | 0.08% | −6,822−39.9% | Reduced |
| Court Place Advisors, LLC | 10,315 | $1.12M | 0.33% | 00.0% | Unchanged |
| King Wealth | 10,339 | $1.12M | 0.23% | −5,000−32.6% | Reduced |
| Gamco Investors, Inc. Et Al | 10,340 | $1.12M | 0.01% | +8,201+383.4% | Added |
| Enlightenment Research, LLC | 10,400 | $1.13M | 1.38% | +10,400 | New |
| Freestone Capital Holdings, LLC | 10,455 | $1.13M | 0.06% | +422+4.2% | Added |
| Veriti Management LLC | 10,588 | $1.15M | 0.16% | +479+4.7% | Added |
| Burney Co | 10,630 | $1.15M | 0.05% | +252+2.4% | Added |
| Captrust Financial Advisors | 10,634 | $1.15M | 0.01% | +2,289+27.4% | Added |
| Westbourne Investment Advisors, Inc. | 10,664 | $1.16M | 0.53% | −3,088−22.5% | Reduced |
| Fieldpoint Private Securities, LLC | 10,674 | $1.16M | 0.26% | +109+1.0% | Added |
| Capital Fund Management S.A. | 10,696 | $1.16M | 0.03% | −33,667−75.9% | Reduced |
| Cresset Asset Management, LLC | 10,713 | $1.16M | 0.02% | +1,124+11.7% | Added |
| City Holding Co | 10,757 | $1.17M | 0.20% | −1,863−14.8% | Reduced |
| Johnson Financial Group, Inc. | 10,834 | $1.18M | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,831 | $1.18M | 0.07% | +3,049+39.2% | Added |
| Pitcairn Co | 10,882 | $1.18M | 0.08% | +5,089+87.8% | Added |
| Column Capital Advisors, LLC | 10,964 | $1.19M | 0.25% | +100+0.9% | Added |
| Brookstone Capital Management | 11,529 | $1.20M | 0.02% | −970−7.8% | Reduced |
| Girard Partners Ltd. | 11,111 | $1.21M | 0.15% | +6,432+137.5% | Added |
| Toroso Investments, LLC | 11,155 | $1.21M | 0.05% | +2,361+26.8% | Added |
| Brown Advisory Inc | 11,193 | $1.21M | 0.00% | −614−5.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,204 | $1.22M | 0.40% | −791−6.6% | Reduced |
| Mitchell Capital Management Co | 11,219 | $1.22M | 0.27% | −131−1.2% | Reduced |
| Nicola Wealth Management Ltd. | 11,212 | $1.22M | 0.13% | 00.0% | Unchanged |
| Aurora Investment Counsel | 11,424 | $1.24M | 0.86% | −91−0.8% | Reduced |
| Signaturefd, LLC | 11,599 | $1.26M | 0.04% | −679−5.5% | Reduced |
| Squarepoint Ops LLC | 11,625 | $1.26M | 0.01% | −279,776−96.0% | Reduced |
| Psagot Investment House Ltd. | 11,656 | $1.26M | 0.22% | +1,151+11.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 11,656 | $1.26M | 0.22% | +11,656 | New |
| Brown Brothers Harriman & Co | 11,670 | $1.27M | 0.01% | +7,562+184.1% | Added |
| World Asset Management Inc | 11,709 | $1.27M | 0.13% | −1,274−9.8% | Reduced |
| BerganKDV Wealth Management, LLC | 11,705 | $1.27M | 0.14% | +1,449+14.1% | Added |
| Independence Bank of Kentucky | 11,730 | $1.27M | 0.55% | +2,315+24.6% | Added |
| Gyroscope Capital Management Group, LLC | 11,839 | $1.28M | 0.49% | +1,031+9.5% | Added |
| JustInvest LLC | 11,894 | $1.29M | 0.12% | +6,778+132.5% | Added |
| Lionsbridge Wealth Management LLC | 11,923 | $1.29M | 1.40% | −90−0.7% | Reduced |
| Barbara Oil Co. | 12,000 | $1.30M | 0.61% | 00.0% | Unchanged |