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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 6,095 | $661.0K | 0.00% | −2,158−26.1% | Reduced |
| Monte Financial Group, LLC | 6,068 | $658.0K | 0.38% | +566+10.3% | Added |
| Boothbay Fund Management, LLC | 6,023 | $653.0K | 0.03% | −613−9.2% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 5,969 | $648.0K | 0.06% | +834+16.2% | Added |
| Savant Capital, LLC | 5,933 | $644.0K | 0.02% | +536+9.9% | Added |
| 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 |
| Parsons Capital Management Inc | 5,910 | $641.0K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $640.0K | 0.50% | – | New |
| Boston Trust Walden Corp | 5,893 | $639.0K | 0.01% | +15+0.3% | Added |
| 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 |
| Verition Fund Management LLC | 5,762 | $625.0K | 0.01% | −3,926−40.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,750 | $623.0K | 0.14% | −540−8.6% | Reduced |
| Trust Asset Management LLC | 5,690 | $617.0K | 0.08% | +385+7.3% | Added |
| Riverbridge Partners LLC | 5,572 | $605.0K | 0.01% | −1,100−16.5% | 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 |
| Sentry Investment Management LLC | 5,437 | $590.0K | 0.17% | −794−12.7% | Reduced |
| Roundview Capital LLC | 5,418 | $588.0K | 0.06% | +2,314+74.5% | Added |
| Baldwin Brothers Inc | 5,375 | $583.0K | 0.06% | −38−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,343 | $579.7K | 0.08% | −18,301−77.4% | Reduced |
| Covey Capital Advisors, LLC | 5,333 | $579.0K | 0.46% | – | – |
| Tortoise Index Solutions, LLC | 5,313 | $576.0K | 0.14% | −198−3.6% | Reduced |
| Crumly & Associates Inc. | 5,296 | $575.0K | 0.27% | −47−0.9% | Reduced |
| Roberts Glore & Co Inc | 5,261 | $571.0K | 0.17% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 5,248 | $569.0K | 0.00% | −638,221−99.2% | Reduced |
| Parallel Advisors, LLC | 5,209 | $565.0K | 0.02% | +2,906+126.2% | Added |
| Levin Capital Strategies, L.P. | 5,200 | $564.0K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,139 | $558.0K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,132 | $557.0K | 0.03% | −813−13.7% | Reduced |
| Forbes J M & Co LLP | 5,125 | $556.0K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,030 | $546.0K | 0.03% | −39,253−88.6% | Reduced |
| Alexandria Capital, LLC | 5,000 | $543.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,980 | $540.0K | 0.14% | −100−2.0% | Reduced |
| Intellectus Partners, LLC | 4,960 | $538.0K | 0.13% | +1,362+37.9% | Added |
| Edgemoor Investment Advisors, Inc. | 4,942 | $536.0K | 0.06% | −400−7.5% | Reduced |
| First Manhattan Co | 4,934 | $535.0K | 0.00% | +900+22.3% | Added |
| Jones Financial Companies LLLP | 4,911 | $533.0K | 0.00% | −8−0.2% | Reduced |
| Santori & Peters | 4,907 | $532.0K | 0.30% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 4,882 | $529.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 4,877 | $529.0K | 0.31% | +1,645+50.9% | Added |
| Exchange Traded Concepts, LLC | 4,843 | $525.0K | 0.01% | +715+17.3% | Added |
| Paragon Capital Management Ltd | 4,800 | $521.0K | 0.09% | +1,600+50.0% | Added |
| Condor Capital Management | 4,796 | $520.0K | 0.06% | +236+5.2% | Added |
| Pendal Group Limited | 4,763 | $517.0K | 0.00% | −644−11.9% | Reduced |
| Allen Investment Management LLC | 4,730 | $513.0K | 0.01% | −306−6.1% | Reduced |
| Caldwell Trust Co | 4,725 | $512.7K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,723 | $512.0K | 0.03% | +4+0.1% | Added |
| Hilltop Holdings Inc. | 4,703 | $510.0K | 0.06% | −1,005−17.6% | Reduced |
| Central Trust Co | 4,664 | $506.0K | 0.02% | −813−14.8% | Reduced |
| 1st Source Bank | 4,660 | $506.0K | 0.03% | +555+13.5% | Added |
| B. Riley Wealth Management, Inc. | 4,635 | $503.0K | 0.04% | +4,635 | New |
| 55I, LLC | 4,625 | $502.0K | 0.01% | +4,625 | New |
| Wambolt & Associates, LLC | 4,559 | $500.0K | 0.20% | −678−12.9% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $497.0K | 0.31% | 00.0% | Unchanged |
| Optas, LLC | 4,575 | $497.0K | 0.14% | +43+0.9% | Added |
| Tectonic Advisors LLC | 4,559 | $495.0K | 0.10% | −19,183−80.8% | Reduced |
| BBVA USA | 4,541 | $493.0K | 0.03% | −822−15.3% | Reduced |
| Staley Capital Advisers Inc | 4,545 | $493.0K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,546 | $493.0K | 0.03% | +62+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 4,498 | $488.0K | 0.01% | −1,256−21.8% | Reduced |
| Bartlett & Co. LLC | 4,498 | $488.0K | 0.01% | −1,256−21.8% | Reduced |
| Personal Capital Advisors Corp | 4,502 | $488.0K | 0.00% | +554+14.0% | Added |
| Ironsides Asset Advisors, LLC | 4,480 | $486.0K | 0.15% | +525+13.3% | Added |
| Capital Asset Advisory Services LLC | 4,475 | $486.0K | 0.05% | +4,475 | New |
| Kinneret Advisory, LLC | 4,451 | $483.0K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,447 | $482.0K | 0.00% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,446 | $482.0K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $482.0K | 0.47% | +4,447 | New |
| Fortem Financial Group, LLC | 4,410 | $478.0K | 0.24% | −1,737−28.3% | Reduced |
| Capital Investment Advisors, LLC | 4,410 | $478.0K | 0.02% | +90+2.1% | Added |
| Meeder Asset Management Inc | 4,392 | $477.0K | 0.03% | −405−8.4% | Reduced |
| Tiemann Investment Advisors, LLC | 4,400 | $477.0K | 0.23% | −50−1.1% | Reduced |
| KCS Wealth Advisory | 4,380 | $475.0K | 0.22% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,351 | $472.0K | 0.06% | +59+1.4% | Added |
| NorthCoast Asset Management LLC | 4,303 | $467.0K | 0.02% | −113,706−96.4% | Reduced |
| Citizens National Bank Trust Department | 4,300 | $467.0K | 0.13% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,298 | $466.0K | 0.01% | +4,298 | New |
| First National Bank & Trust Co of Newtown | 4,280 | $464.0K | 0.10% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,267 | $463.0K | 0.15% | −449−9.5% | Reduced |
| Sheets Smith Wealth Management | 4,239 | $460.0K | 0.06% | −1,090−20.5% | Reduced |
| Minot Wealth Management LLC | 4,239 | $460.0K | 0.10% | −77−1.8% | Reduced |
| First National Trust Co | 4,235 | $459.0K | 0.03% | +2,302+119.1% | Added |
| Canandaigua National Corp | 4,209 | $457.0K | 0.07% | −8,170−66.0% | Reduced |
| Symmetry Partners, LLC | 4,214 | $455.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,194 | $455.0K | 0.03% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 4,180 | $453.5K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 4,164 | $452.0K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,111 | $450.0K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,136 | $449.0K | 0.00% | −7,936−65.7% | Reduced |
| WMS Partners, LLC | 4,084 | $443.0K | 0.06% | −105−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 4,058 | $440.0K | 0.01% | −336−7.6% | Reduced |
| Intersect Capital LLC | 4,051 | $440.0K | 0.08% | +27+0.7% | Added |
| AIA Group Ltd | 4,031 | $437.0K | 0.02% | +4,031 | New |
| GWM Advisors LLC | 4,012 | $435.0K | 0.01% | −7,690−65.7% | Reduced |
| Principle Wealth Partners LLC | 4,010 | $435.0K | 0.05% | 00.0% | Unchanged |