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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 20,404 | $2.21M | 0.05% | +13,206+183.5% | Added |
| First Citizens Bank & Trust Co | 20,497 | $2.22M | 0.11% | −635−3.0% | Reduced |
| Dowling & Yahnke LLC | 20,894 | $2.27M | 0.13% | +1,581+8.2% | Added |
| Trinity Financial Advisors LLC | 21,085 | $2.29M | 1.53% | 00.0% | Unchanged |
| South Dakota Investment Council | 21,099 | $2.29M | 0.04% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 21,269 | $2.31M | 0.17% | +6,486+43.9% | Added |
| Campbell Newman Asset Management Inc | 21,339 | $2.31M | 0.24% | −37−0.2% | Reduced |
| Alps Advisors Inc | 21,356 | $2.32M | 0.02% | +888+4.3% | Added |
| BKD Wealth Advisors, LLC | 21,423 | $2.32M | 0.11% | +1,590+8.0% | Added |
| Ellenbecker Investment Group | 21,575 | $2.34M | 0.73% | −63−0.3% | Reduced |
| Wealthspire Advisors, LLC | 21,638 | $2.35M | 0.05% | +2,974+15.9% | Added |
| WESCAP Management Group, Inc. | 21,863 | $2.37M | 0.69% | −137−0.6% | Reduced |
| Regent Investment Management LLC | 21,888 | $2.38M | 0.57% | +680+3.2% | Added |
| Pentwater Capital Management LP | 22,000 | $2.39M | 0.03% | 00.0% | Unchanged |
| High Pointe Capital Management LLC | 22,080 | $2.40M | 1.89% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,199 | $2.41M | 0.09% | −159−0.7% | Reduced |
| Ethic Inc. | 22,205 | $2.41M | 0.25% | +10,514+89.9% | Added |
| Eqis Capital Management, Inc. | 22,256 | $2.42M | 0.18% | +5,714+34.5% | Added |
| Argyle Capital Management Inc. | 22,413 | $2.43M | 0.81% | +135+0.6% | Added |
| Wedbush Securities Inc | 22,522 | $2.44M | 0.12% | +519+2.4% | Added |
| Equitable Holdings, Inc. | 22,796 | $2.47M | 0.04% | −1,062−4.5% | Reduced |
| Gilman Hill Asset Management, LLC | 22,830 | $2.48M | 0.63% | +2,645+13.1% | Added |
| Close Asset Management Ltd | 23,105 | $2.51M | 0.12% | −17,095−42.5% | Reduced |
| Eads & Heald Wealth Management | 23,232 | $2.52M | 1.22% | +567+2.5% | Added |
| Cascadia Advisory Services, LLC | 23,815 | $2.58M | 0.52% | −10,545−30.7% | Reduced |
| Baker Chad R | 24,000 | $2.60M | 0.58% | 00.0% | Unchanged |
| Meridian Management Co | 24,092 | $2.61M | 0.80% | +24,092 | New |
| Rockefeller Capital Management L.P. | 24,153 | $2.62M | 0.01% | −555−2.2% | Reduced |
| KLCM Advisors, Inc. | 24,254 | $2.63M | 0.57% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 24,318 | $2.64M | 0.69% | +701+3.0% | Added |
| Moors & Cabot, Inc. | 24,389 | $2.64M | 0.17% | +4,025+19.8% | Added |
| Connable Office Inc | 24,408 | $2.65M | 0.38% | +24,408 | New |
| Meiji Yasuda Asset Management Co Ltd. | 24,444 | $2.65M | 0.19% | +352+1.5% | Added |
| Evergreen Capital Management LLC | 24,458 | $2.65M | 0.12% | +334+1.4% | Added |
| Redmond Asset Management, LLC | 24,517 | $2.66M | 0.83% | +1,035+4.4% | Added |
| HNP Capital LLC | 24,581 | $2.67M | 0.67% | +797+3.4% | Added |
| Old Second National Bank of Aurora | 24,639 | $2.67M | 0.72% | +62+0.3% | Added |
| Monarch Capital Management Inc | 24,672 | $2.68M | 0.74% | +1,122+4.8% | Added |
| Peddock Capital Advisors, LLC | 24,851 | $2.70M | 0.96% | +18+0.1% | Added |
| Vectors Research Management, LLC | 24,846 | $2.70M | 0.64% | +1,062+4.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 24,881 | $2.70M | 0.06% | −121,670−83.0% | Reduced |
| Dempze Nancy E | 25,226 | $2.74M | 2.15% | +40+0.2% | Added |
| Bridgewater Associates, LP | 25,544 | $2.77M | 0.02% | +25,544 | New |
| Pearl River Capital, LLC | 25,810 | $2.80M | 0.76% | +6,454+33.3% | Added |
| First Hawaiian Bank | 25,859 | $2.81M | 0.11% | +2,151+9.1% | Added |
| Advisor Partners LLC | 26,193 | $2.84M | 0.19% | +336+1.3% | Added |
| Clayton Partners LLC | 26,358 | $2.86M | 2.74% | +5,495+26.3% | Added |
| Boenning & Scattergood, Inc. | 26,609 | $2.89M | 0.51% | 00.0% | Unchanged |
| Scotia Capital Inc. | 26,727 | $2.90M | 0.02% | +6,192+30.2% | Added |
| Harvey Capital Management Inc | 26,850 | $2.91M | 1.00% | +26,850 | New |
| Great Valley Advisor Group, Inc. | 26,987 | $2.93M | 0.20% | +3,434+14.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,069 | $2.94M | 0.18% | +1,800+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 27,102 | $2.94M | 0.34% | −3,785−12.3% | Reduced |
| Waratah Capital Advisors Ltd. | 27,427 | $2.98M | 0.15% | +9,382+52.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 27,460 | $2.98M | 0.37% | +1,886+7.4% | Added |
| Trust Co of Oklahoma | 27,567 | $2.99M | 1.07% | −238−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,573 | $2.99M | 0.01% | +27,200+7,292.2% | Added |
| Credit Agricole S A | 27,709 | $3.01M | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,730 | $3.01M | 0.25% | +1,345+5.1% | Added |
| Swiss Life Asset Management Ltd | 28,020 | $3.04M | 0.04% | −49,756−64.0% | Reduced |
| HAP Trading, LLC | 28,030 | $3.04M | 0.22% | +28,030 | New |
| ProVise Management Group, LLC | 28,070 | $3.05M | 0.30% | +11,372+68.1% | Added |
| Schonfeld Strategic Advisors LLC | 28,345 | $3.08M | 0.03% | −297,207−91.3% | Reduced |
| Telemus Capital, LLC | 28,346 | $3.08M | 0.26% | +28,346 | New |
| BDO Wealth Advisors, LLC | 28,391 | $3.08M | 0.34% | +1,191+4.4% | Added |
| Wolverine Trading, LLC | 27,851 | $3.08M | 0.06% | −71,309−71.9% | Reduced |
| Fiduciary Trust Co | 28,808 | $3.13M | 0.06% | −589−2.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 28,848 | $3.13M | 0.32% | +4,050+16.3% | Added |
| Pinebridge Investments, L.P. | 28,871 | $3.13M | 0.04% | −20,214−41.2% | Reduced |
| Castle Hook Partners LP | 28,901 | $3.14M | 0.22% | −171,099−85.5% | Reduced |
| Canada Pension Plan Investment Board | 28,910 | $3.14M | 0.00% | −46,000−61.4% | Reduced |
| Thrivent Financial for Lutherans | 28,950 | $3.14M | 0.01% | −1,274−4.2% | Reduced |
| Argent Trust Co | 28,973 | $3.14M | 0.20% | +1,101+4.0% | Added |
| Indiana Trust & Investment Management CO | 28,992 | $3.15M | 1.58% | −3,734−11.4% | Reduced |
| Belpointe Asset Management LLC | 29,038 | $3.15M | 0.21% | +1,436+5.2% | Added |
| Hall Laurie J Trustee | 29,127 | $3.16M | 1.22% | −50−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,138 | $3.16M | 0.06% | +2,091+7.7% | Added |
| Verdence Capital Advisors LLC | 29,130 | $3.16M | 0.42% | +8,114+38.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 29,516 | $3.20M | 0.02% | +21,331+260.6% | Added |
| Thomas Story & Son LLC | 29,590 | $3.21M | 1.31% | +155+0.5% | Added |
| Patton Albertson Miller Group, LLC | 29,774 | $3.23M | 0.62% | +73+0.2% | Added |
| Ally Financial Inc. | 30,000 | $3.25M | 0.32% | 00.0% | Unchanged |
| MML Investors Services, LLC | 30,149 | $3.27M | 0.03% | +2,155+7.7% | Added |
| Nkcfo LLC | 30,200 | $3.28M | 1.10% | +30,200 | New |
| Graybill Bartz & Assoc Ltd | 30,299 | $3.29M | 1.62% | +30,299 | New |
| D. E. Shaw & Co., Inc. | 30,309 | $3.29M | 0.00% | +30,309 | New |
| Harvest Volatility Management LLC | 30,545 | $3.31M | 0.15% | +11,384+59.4% | Added |
| Polar Asset Management Partners Inc. | 30,794 | $3.34M | 0.04% | −225,907−88.0% | Reduced |
| Advisory Services Network, LLC | 30,804 | $3.34M | 0.11% | +638+2.1% | Added |
| Baldwin Investment Management, LLC | 31,001 | $3.36M | 0.59% | −6,240−16.8% | Reduced |
| Stonnington Group, LLC | 31,932 | $3.44M | 0.77% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 31,870 | $3.46M | 0.16% | −1,821−5.4% | Reduced |
| National Asset Management, Inc. | 32,144 | $3.48M | 0.11% | +2,842+9.7% | Added |
| Bull Street Advisors, LLC | 32,505 | $3.53M | 1.82% | +115+0.4% | Added |
| Page Arthur B | 32,570 | $3.53M | 2.63% | −1,113−3.3% | Reduced |
| Anchor Investment Management, LLC | 32,642 | $3.54M | 0.49% | −1,823−5.3% | Reduced |
| Geneos Wealth Management Inc. | 32,322 | $3.55M | 0.14% | +1,064+3.4% | Added |
| Mercer Global Advisors Inc | 32,737 | $3.55M | 0.02% | +858+2.7% | Added |
| Appleton Partners Inc | 32,852 | $3.56M | 0.30% | −24,988−43.2% | Reduced |
| New York Life Investments Alternatives | 32,894 | $3.57M | 2.32% | +8,417+34.4% | Added |