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 |
|---|---|---|---|---|---|
| Precept Management LLC | 12,000 | $1.30M | 1.24% | +12,000 | New |
| Boyd Watterson Asset Management LLC | 12,143 | $1.32M | 0.49% | +5,759+90.2% | Added |
| Granite Investment Partners, LLC | 12,236 | $1.33M | 0.04% | +42+0.3% | Added |
| Private Capital Advisors, Inc. | 12,250 | $1.33M | 0.22% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 12,465 | $1.35M | 0.17% | −1,125−8.3% | Reduced |
| Cetera Investment Advisers | 12,468 | $1.35M | 0.02% | −2,871−18.7% | Reduced |
| Banque Cantonale Vaudoise | 12,619 | $1.37M | 0.06% | +1,700+15.6% | Added |
| Newman Dignan & Sheerar, Inc. | 12,656 | $1.37M | 0.46% | +1,166+10.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,700 | $1.38M | 0.01% | −861−6.3% | Reduced |
| Lederer & Associates Investment Counsel | 12,747 | $1.38M | 0.89% | −40−0.3% | Reduced |
| E Fund Management Co., Ltd. | 12,764 | $1.39M | 0.06% | +12,764 | New |
| WESPAC Advisors, LLC | 12,975 | $1.41M | 0.87% | +7,264+127.2% | Added |
| Redpoint Investment Management Pty Ltd | 13,114 | $1.42M | 0.12% | −226−1.7% | Reduced |
| Montecito Bank & Trust | 13,188 | $1.43M | 0.28% | +29+0.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 13,531 | $1.47M | 0.02% | −140−1.0% | Reduced |
| Wetherby Asset Management Inc | 13,541 | $1.47M | 0.09% | +1,158+9.4% | Added |
| Leonteq Securities AG | 13,718 | $1.49M | 0.08% | −6,942−33.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,791 | $1.50M | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 13,820 | $1.50M | 0.10% | −61−0.4% | Reduced |
| Allstate Corp | 13,835 | $1.50M | 0.06% | −1,686−10.9% | Reduced |
| Homrich & Berg | 13,885 | $1.51M | 0.03% | +5,547+66.5% | Added |
| Veritable, L.P. | 13,949 | $1.51M | 0.02% | −101−0.7% | Reduced |
| Howland Capital Management LLC | 13,956 | $1.51M | 0.08% | 00.0% | Unchanged |
| Beck Bode, LLC | 14,007 | $1.52M | 0.42% | +14,007 | New |
| Cerity Partners LLC | 14,038 | $1.52M | 0.03% | −2,226−13.7% | Reduced |
| We Are One Seven, LLC | 15,540 | $1.53M | 0.19% | +4,505+40.8% | Added |
| Oxbow Advisors, LLC | 14,181 | $1.54M | 0.16% | +12,274+643.6% | Added |
| Cetera Advisor Networks LLC | 14,202 | $1.54M | 0.02% | −1,044−6.8% | Reduced |
| Ifrah Financial Services, Inc. | 14,210 | $1.54M | 0.44% | −16−0.1% | Reduced |
| Fairbanks Capital Management, Inc. | 14,504 | $1.57M | 1.29% | +149+1.0% | Added |
| Financial Advocates Investment Management | 14,226 | $1.58M | 0.11% | +14,226 | New |
| Bragg Financial Advisors, Inc | 14,576 | $1.58M | 0.10% | +14,576 | New |
| Jacobi Capital Management LLC | 14,643 | $1.59M | 0.20% | +2,790+23.5% | Added |
| Birch Capital Management, LLC | 14,770 | $1.60M | 1.09% | −235−1.6% | Reduced |
| Private Trust Co NA | 14,824 | $1.61M | 0.23% | −426−2.8% | Reduced |
| Dean Investment Associates, LLC | 14,987 | $1.63M | 0.31% | −781−5.0% | Reduced |
| Ameritas Investment Company, LLC | 15,000 | $1.63M | 0.08% | +552+3.8% | Added |
| K.J. Harrison & Partners Inc | 15,000 | $1.64M | 0.24% | +15,000 | New |
| Thoroughbred Financial Services, LLC | 15,101 | $1.64M | 0.40% | +344+2.3% | Added |
| Credential Qtrade Securities Inc. | 15,203 | $1.65M | 0.13% | +1,310+9.4% | Added |
| Aperture Investors, LLC | 15,237 | $1.65M | 0.22% | −31,065−67.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,358 | $1.67M | 0.03% | −747−4.6% | Reduced |
| Harbour Investments, Inc. | 15,544 | $1.69M | 0.05% | −115−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 15,550 | $1.69M | 0.19% | +4,647+42.6% | Added |
| Robbins Farley LLC | 15,559 | $1.69M | 1.24% | +530+3.5% | Added |
| Duncker Streett & Co Inc | 15,575 | $1.69M | 0.32% | −3,816−19.7% | Reduced |
| Fayez Sarofim & Co | 15,644 | $1.70M | 0.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,663 | $1.70M | 0.24% | 00.0% | Unchanged |
| Landaas & Co | 15,689 | $1.70M | 0.98% | −4,249−21.3% | Reduced |
| AtonRa Partners | 15,740 | $1.71M | 0.57% | +2,502+18.9% | Added |
| Nicholas Hoffman & Company, LLC. | 15,808 | $1.72M | 0.30% | 00.0% | Unchanged |
| FJ Capital Management LLC | 16,000 | $1.72M | 0.15% | −3,000−15.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,849 | $1.72M | 0.18% | +347+2.2% | Added |
| Raymond James Trust N.A. | 15,902 | $1.73M | 0.06% | +339+2.2% | Added |
| Palisade Asset Management, LLC | 15,952 | $1.73M | 0.21% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,985 | $1.73M | 0.01% | +1,216+8.2% | Added |
| North Star Investment Management Corp. | 16,000 | $1.74M | 0.14% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 16,051 | $1.74M | 0.59% | +16,051 | New |
| Baker Avenue Asset Management, LP | 16,082 | $1.74M | 0.10% | −45−0.3% | Reduced |
| Pinnacle Associates Ltd | 16,180 | $1.76M | 0.03% | +1,192+8.0% | Added |
| Ieq Capital, LLC | 16,312 | $1.77M | 0.05% | +5,823+55.5% | Added |
| Mason Investment Advisory Services, Inc. | 16,742 | $1.82M | 0.19% | 00.0% | Unchanged |
| IBM Retirement Fund | 16,898 | $1.83M | 0.14% | +50+0.3% | Added |
| Albert D Mason Inc | 16,930 | $1.84M | 1.18% | +59+0.3% | Added |
| Summit Financial Group Inc | 16,978 | $1.84M | 0.67% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 17,000 | $1.84M | 0.67% | +17,000 | New |
| Peak Financial Advisors LLC | 17,130 | $1.86M | 1.63% | +262+1.6% | Added |
| Old Dominion Capital Management Inc | 17,131 | $1.86M | 0.40% | +17,131 | New |
| Howe & Rusling Inc | 17,243 | $1.87M | 0.23% | +362+2.1% | Added |
| Chicago Trust Co NA | 17,402 | $1.89M | 0.41% | +709+4.2% | Added |
| NFJ Investment Group, LLC | 17,641 | $1.91M | 0.04% | −266−1.5% | Reduced |
| Heritage Trust Co | 17,773 | $1.93M | 0.27% | +3,873+27.9% | Added |
| Cadence Bank NA | 17,812 | $1.93M | 0.57% | +36+0.2% | Added |
| Cigna Investments Inc | 18,293 | $1.98M | 0.15% | −350−1.9% | Reduced |
| Front Barnett Associates LLC | 18,318 | $1.99M | 0.20% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 18,362 | $1.99M | 1.09% | +41+0.2% | Added |
| Cumberland Partners Ltd | 18,500 | $2.01M | 0.16% | +1,000+5.7% | Added |
| Everence Capital Management Inc | 18,626 | $2.02M | 0.17% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 18,775 | $2.04M | 0.72% | −106−0.6% | Reduced |
| EagleClaw Capital Managment, LLC | 18,910 | $2.06M | 0.53% | +18,910 | New |
| Jacobsen Capital Management | 18,965 | $2.06M | 1.04% | +492+2.7% | Added |
| Van Eck Associates Corp | 18,988 | $2.06M | 0.01% | +1,465+8.4% | Added |
| Coastline Trust Co | 19,030 | $2.06M | 0.26% | −265−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,149 | $2.08M | 0.14% | +2,415+14.4% | Added |
| Spire Wealth Management | 19,186 | $2.08M | 0.06% | −151−0.8% | Reduced |
| Capital Analysts, LLC | 19,288 | $2.09M | 0.14% | +1,644+9.3% | Added |
| Achmea Investment Management B.V. | 19,290 | $2.09M | 0.06% | +1,059+5.8% | Added |
| AGF Investments America Inc. | 19,366 | $2.10M | 0.44% | +13,235+215.9% | Added |
| Annex Advisory Services, LLC | 19,407 | $2.11M | 0.17% | −332−1.7% | Reduced |
| Panagora Asset Management Inc | 19,521 | $2.12M | 0.01% | +35+0.2% | Added |
| Vident Investment Advisory, LLC | 19,597 | $2.13M | 0.06% | +2,412+14.0% | Added |
| Tiaa, FSB | 19,626 | $2.13M | 0.01% | +721+3.8% | Added |
| Community Capital Management, Inc. | 19,800 | $2.15M | 2.23% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 19,908 | $2.16M | 0.10% | +17,693+798.8% | Added |
| Palouse Capital Management, Inc. | 19,965 | $2.17M | 0.96% | −374−1.8% | Reduced |
| Ulysses Management LLC | 20,000 | $2.17M | 0.38% | +5,000+33.3% | Added |
| Guardian Capital LP | 20,070 | $2.18M | 0.05% | +550+2.8% | Added |
| Gamble Jones Investment Counsel | 20,222 | $2.19M | 0.14% | −200−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,252 | $2.20M | 0.05% | −1,069−5.0% | Reduced |
| Ami Investment Management Inc | 20,248 | $2.20M | 0.94% | −216−1.1% | Reduced |