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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 32,955 | $3.58M | 0.50% | +32,955 | New |
| Gabelli Funds LLC | 33,020 | $3.58M | 0.02% | +5,700+20.9% | Added |
| Brewin Dolphin Ltd | 33,042 | $3.59M | 0.15% | +2,041+6.6% | Added |
| Karpas Strategies, LLC | 36,280 | $3.61M | 1.19% | +36,280 | New |
| TownSquare Capital, LLC | 33,263 | $3.61M | 0.10% | +3,436+11.5% | Added |
| Stephens Inc | 33,419 | $3.63M | 0.06% | +235+0.7% | Added |
| Jag Capital Management, LLC | 33,465 | $3.63M | 0.28% | −540−1.6% | Reduced |
| Buckhead Capital Management LLC | 33,538 | $3.64M | 0.81% | +33,538 | New |
| Providence Capital Advisors, LLC | 33,613 | $3.65M | 1.14% | +1,682+5.3% | Added |
| Xponance, Inc. | 34,328 | $3.73M | 0.07% | −2,727−7.4% | Reduced |
| IndexIQ Advisors LLC | 34,347 | $3.73M | 0.12% | +526+1.6% | Added |
| Bishop Rock Capital, L.P. | 34,403 | $3.73M | 1.21% | −47,159−57.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,690 | $3.76M | 0.20% | −864−2.4% | Reduced |
| Capital City Trust Co | 34,785 | $3.77M | 1.17% | +332+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,855 | $3.78M | 0.05% | −1,114−3.1% | Reduced |
| Security Asset Management | 35,146 | $3.81M | 1.54% | −25−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 35,389 | $3.84M | 0.34% | −1,612−4.4% | Reduced |
| Nicollet Investment Management, Inc. | 35,437 | $3.85M | 1.62% | −100.0% | Reduced |
| Kentucky Retirement Systems | 35,460 | $3.85M | 0.18% | +778+2.2% | Added |
| Crescent Grove Advisors, LLC | 35,463 | $3.85M | 0.41% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 35,926 | $3.90M | 1.60% | −100−0.3% | Reduced |
| Citizens Financial Group Inc | 35,972 | $3.90M | 0.14% | −300−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 36,337 | $3.94M | 0.32% | +5,891+19.3% | Added |
| Glenview Trust Co | 36,467 | $3.96M | 0.15% | −10,870−23.0% | Reduced |
| Schroder Investment Management Group | 36,717 | $3.98M | 0.01% | +2,714+8.0% | Added |
| Citizens Business Bank | 36,932 | $4.01M | 0.53% | +416+1.1% | Added |
| Keeler Thomas Management LLC | 36,893 | $4.01M | 1.91% | +2,229+6.4% | Added |
| Marietta Investment Partners LLC | 37,028 | $4.02M | 0.92% | −3,100−7.7% | Reduced |
| Davenport & Co LLC | 37,187 | $4.04M | 0.03% | +25,380+215.0% | Added |
| Selway Asset Management | 37,375 | $4.05M | 2.21% | +400+1.1% | Added |
| South State Corp. | 37,654 | $4.08M | 0.34% | −329−0.9% | Reduced |
| Anderson Hoagland & Co | 38,310 | $4.16M | 0.53% | +21,030+121.7% | Added |
| Alpha Cubed Investments, LLC | 38,492 | $4.18M | 0.31% | +33,290+639.9% | Added |
| Cox Capital Mgt LLC | 38,560 | $4.18M | 2.82% | +1,442+3.9% | Added |
| New Mexico Educational Retirement Board | 39,016 | $4.23M | 0.15% | −700−1.8% | Reduced |
| Threadgill Financial, LLC | 39,569 | $4.29M | 3.57% | +39,569 | New |
| Caption Management, LLC | 40,000 | $4.34M | 0.28% | +40,000 | New |
| Carderock Capital Management Inc | 40,143 | $4.36M | 1.23% | −4,672−10.4% | Reduced |
| AMG National Trust Bank | 40,152 | $4.36M | 0.14% | +4,258+11.9% | Added |
| Westwood Holdings Group Inc. | 40,755 | $4.42M | 0.05% | −4,957−10.8% | Reduced |
| Maytus Capital Management, LLC | 40,834 | $4.43M | 1.52% | +834+2.1% | Added |
| RMB Capital Management, LLC | 40,933 | $4.44M | 0.15% | +311+0.8% | Added |
| Jacobs & Co | 41,452 | $4.50M | 0.52% | +6,297+17.9% | Added |
| CIBC World Markets Inc. | 41,731 | $4.53M | 0.02% | +6,049+17.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,831 | $4.54M | 0.11% | −248−0.6% | Reduced |
| Putnam Investments LLC | 42,116 | $4.57M | 0.01% | −23,596−35.9% | Reduced |
| Elo Mutual Pension Insurance Co | 42,124 | $4.57M | 0.15% | 00.0% | Unchanged |
| Grassi Investment Management | 42,140 | $4.57M | 0.51% | +5,600+15.3% | Added |
| Zacks Investment Management | 42,918 | $4.66M | 0.07% | +641+1.5% | Added |
| Cutler Group LP | 43,058 | $4.67M | 0.35% | +29,241+211.6% | Added |
| Teachers Retirement System of the State of Kentucky | 44,075 | $4.78M | 0.04% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 45,865 | $4.78M | 0.92% | −1,920−4.0% | Reduced |
| PEAK6 Investments LLC | 44,261 | $4.80M | 0.10% | +40,388+1,042.8% | Added |
| Ayrshire Capital Management LLC | 44,620 | $4.84M | 2.74% | −152−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 44,676 | $4.85M | 0.16% | +44,676 | New |
| Buffington Mohr McNeal | 44,721 | $4.85M | 0.93% | −192−0.4% | Reduced |
| Deltec Asset Management LLC | 44,806 | $4.86M | 0.73% | −12,606−22.0% | Reduced |
| Eagle Asset Management Inc | 44,833 | $4.86M | 0.02% | −905−2.0% | Reduced |
| Private Advisor Group, LLC | 44,923 | $4.87M | 0.03% | +11,202+33.2% | Added |
| Pinnacle Financial Partners Inc | 45,366 | $4.92M | 0.17% | +41,468+1,063.8% | Added |
| Smithbridge Asset Management Inc | 45,550 | $4.94M | 1.64% | −256−0.6% | Reduced |
| Maryland State Retirement & Pension System | 45,188 | $4.97M | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 46,000 | $4.99M | 0.29% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 46,620 | $5.06M | 2.64% | +1,697+3.8% | Added |
| M. Kraus & Co | 46,977 | $5.10M | 1.82% | −990−2.1% | Reduced |
| Executive Wealth Management, LLC | 47,426 | $5.14M | 0.57% | −76−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 47,621 | $5.17M | 0.04% | +2,126+4.7% | Added |
| McKinley Carter Wealth Services, Inc. | 47,679 | $5.17M | 0.42% | +1,212+2.6% | Added |
| Notis-McConarty Edward | 47,710 | $5.18M | 1.90% | +1,890+4.1% | Added |
| Knights of Columbus Asset Advisors LLC | 47,748 | $5.18M | 0.46% | +438+0.9% | Added |
| DF Dent & Co Inc | 47,834 | $5.19M | 0.05% | −2,400−4.8% | Reduced |
| Barry Investment Advisors, LLC | 48,033 | $5.21M | 1.44% | −2,308−4.6% | Reduced |
| Tocqueville Asset Management L.P. | 48,102 | $5.22M | 0.08% | −2,113−4.2% | Reduced |
| Baxter Bros Inc | 48,118 | $5.22M | 0.84% | +11,230+30.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,450 | $5.26M | 0.20% | +25,228+108.6% | Added |
| Marshall Wace, LLP | 48,820 | $5.30M | 0.03% | +7,595+18.4% | Added |
| Mandatum Life Insurance Co Ltd | 49,080 | $5.33M | 0.99% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 49,464 | $5.37M | 0.05% | +3,164+6.8% | Added |
| Stanley Capital Management, LLC | 49,559 | $5.38M | 1.98% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 49,601 | $5.38M | 2.18% | −480−1.0% | Reduced |
| Core Alternative Capital | 49,902 | $5.41M | 1.15% | +49,902 | New |
| Andra AP-fonden | 50,000 | $5.42M | 0.11% | +7,700+18.2% | Added |
| American National Bank | 50,705 | $5.50M | 1.22% | −1,524−2.9% | Reduced |
| Hunter Associates Investment Management LLC | 50,792 | $5.51M | 1.77% | −5,700−10.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 50,969 | $5.53M | 1.82% | +3,775+8.0% | Added |
| Securian Asset Management, Inc | 50,986 | $5.53M | 0.11% | −575−1.1% | Reduced |
| Engineers Gate Manager LP | 51,486 | $5.59M | 0.32% | −25,836−33.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,969 | $5.64M | 0.03% | −31,773−37.9% | Reduced |
| Snowden Capital Advisors LLC | 51,978 | $5.64M | 0.28% | +3,372+6.9% | Added |
| Pacer Advisors, Inc. | 52,311 | $5.68M | 0.07% | −578−1.1% | Reduced |
| Atria Investments LLC | 52,521 | $5.70M | 0.10% | −2,096−3.8% | Reduced |
| Univest Financial Corp | 52,629 | $5.71M | 1.59% | +2,474+4.9% | Added |
| United Capital Financial Advisers, LLC | 53,042 | $5.75M | 0.03% | −577−1.1% | Reduced |
| Timber Creek Capital Management LLC | 53,954 | $5.85M | 1.86% | +2,144+4.1% | Added |
| Covington Capital Management | 53,970 | $5.86M | 0.22% | +53,933+145,764.9% | Added |
| Papp L Roy & Associates | 54,078 | $5.87M | 0.75% | +7,145+15.2% | Added |
| Vontobel Holding Ltd. | 54,267 | $5.89M | 0.05% | +902+1.7% | Added |
| Garnet Equity Capital Holdings, Inc. | 55,000 | $5.92M | 5.60% | −22,950−29.4% | Reduced |
| Woodstock Corp | 54,874 | $5.95M | 0.69% | +2,295+4.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 55,192 | $5.99M | 1.49% | +7,167+14.9% | Added |