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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 4,007 | $435.0K | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,000 | $434.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $434.0K | 0.12% | +4,000 | New |
| Wade G W & Inc | 3,991 | $433.0K | 0.02% | +203+5.4% | Added |
| Schmidt P J Investment Management Inc | 3,898 | $428.0K | 0.08% | −500−11.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,942 | $428.0K | 0.02% | −58−1.5% | Reduced |
| Horizon Investments, LLC | 3,947 | $428.0K | 0.01% | +327+9.0% | Added |
| Madrona Financial Services, LLC | 3,902 | $423.0K | 0.20% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,887 | $422.0K | 0.02% | +586+17.8% | Added |
| Waldron Private Wealth LLC | 3,896 | $422.0K | 0.02% | +1,373+54.4% | Added |
| Moneta Group Investment Advisors LLC | 3,853 | $418.0K | 0.02% | −787−17.0% | Reduced |
| TRUE Private Wealth Advisors | 3,840 | $416.0K | 0.06% | +71+1.9% | Added |
| Sawtooth Solutions, LLC | 3,836 | $416.0K | 0.06% | +1,033+36.9% | Added |
| Quadrant Capital Group LLC | 3,813 | $414.0K | 0.06% | +537+16.4% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $412.3K | 0.11% | −500−11.6% | Reduced |
| Boston Financial Mangement LLC | 3,767 | $409.0K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,774 | $409.0K | 0.02% | +1,872+98.4% | Added |
| YHB Investment Advisors, Inc. | 3,668 | $398.0K | 0.03% | −1,649−31.0% | Reduced |
| Ballentine Partners, LLC | 3,661 | $398.0K | 0.01% | −34−0.9% | Reduced |
| Arcus Capital Partners, LLC | 3,666 | $398.0K | 0.15% | +439+13.6% | Added |
| AXS Investments LLC | 3,666 | $398.0K | 0.15% | +3,666 | New |
| Kovack Advisors, Inc. | 3,647 | $396.0K | 0.04% | +543+17.5% | Added |
| Gateway Investment Advisers LLC | 3,622 | $393.0K | 0.00% | −125−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,621 | $393.0K | 0.01% | +565+18.5% | Added |
| Beacon Financial Group | 3,492 | $386.0K | 0.05% | +3,492 | New |
| Segall Bryant & Hamill, LLC | 3,516 | $380.0K | 0.00% | +40+1.2% | Added |
| Pegasus Partners Ltd. | 3,436 | $373.0K | 0.07% | 00.0% | Unchanged |
| Bank of Hawaii | 3,401 | $369.0K | 0.02% | −14,464−81.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,401 | $369.0K | 0.11% | +20+0.6% | Added |
| Pflug Koory, LLC | 3,365 | $365.0K | 0.20% | −800−19.2% | Reduced |
| MBM Wealth Consultants, LLC | 3,356 | $364.0K | 0.17% | +3,356 | New |
| Forte Capital LLC | 3,298 | $358.0K | 0.05% | −215−6.1% | Reduced |
| Ellevest, Inc. | 3,304 | $358.0K | 0.03% | +883+36.5% | Added |
| Epiq Partners, LLC | 3,280 | $356.0K | 0.16% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 3,284 | $356.0K | 0.10% | +3,284 | New |
| Axiom Investment Management LLC | 3,251 | $354.0K | 0.36% | +3,251 | New |
| Park Avenue Securities LLC | 3,251 | $353.0K | 0.01% | −2,660−45.0% | Reduced |
| Sandy Spring Bank | 3,218 | $349.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,213 | $349.0K | 0.04% | +202+6.7% | Added |
| Engine No. 1 LLC | 3,212 | $349.0K | 0.09% | +1,308+68.7% | Added |
| Global Retirement Partners, LLC | 3,204 | $348.0K | 0.03% | +45+1.4% | Added |
| Marotta Asset Management | 3,200 | $347.2K | 0.08% | 00.0% | Unchanged |
| American Money Management, LLC | 3,200 | $347.0K | 0.10% | +3,200 | New |
| Provident Trust Co | 3,184 | $345.0K | 0.01% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,170 | $344.0K | 0.02% | −175,874−98.2% | Reduced |
| ERn Financial, LLC | 3,146 | $341.0K | 0.09% | +3,146 | New |
| Semmax Financial Advisors Inc. | 3,112 | $338.0K | 0.12% | −319−9.3% | Reduced |
| Endurance Wealth Management, Inc. | 3,107 | $337.0K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $335.0K | 0.04% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,089 | $335.0K | 0.32% | +105+3.5% | Added |
| Quest Capital Management Inc | 3,069 | $333.0K | 0.07% | +9+0.3% | Added |
| Addison Advisors LLC | 3,060 | $332.0K | 0.27% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,070 | $332.0K | 0.05% | +855+38.6% | Added |
| Kestra Private Wealth Services, LLC | 3,048 | $331.0K | 0.02% | +269+9.7% | Added |
| Heron Financial Group, LLC | 2,996 | $325.0K | 0.18% | 00.0% | Unchanged |
| Old National Bancorp | 2,998 | $325.0K | 0.01% | +2,998 | New |
| Azora Capital LP | 2,988 | $324.0K | 0.04% | +2,988 | New |
| Strategic Blueprint, LLC | 2,974 | $323.0K | 0.05% | −228−7.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,936 | $319.0K | 0.00% | −198−6.3% | Reduced |
| Old Port Advisors | 2,918 | $317.0K | 0.11% | −48−1.6% | Reduced |
| Clearwater Capital Advisors, LLC | 2,920 | $317.0K | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,918 | $316.0K | 0.00% | +212+7.8% | Added |
| JGP Wealth Management, LLC | 2,884 | $313.0K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,870 | $311.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,859 | $310.0K | 0.02% | −172−5.7% | Reduced |
| Ingalls & Snyder LLC | 2,855 | $310.0K | 0.01% | −121−4.1% | Reduced |
| Coldstream Capital Management Inc | 2,989 | $308.0K | 0.01% | −234−7.3% | Reduced |
| Seeyond | 2,830 | $307.0K | 0.03% | −5,097−64.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,822 | $307.0K | 0.01% | +103+3.8% | Added |
| FDx Advisors, Inc. | 2,819 | $306.0K | 0.01% | +2,819 | New |
| Peloton Wealth Strategists | 2,793 | $303.0K | 0.12% | −1,000−26.4% | Reduced |
| CRA Financial Services, LLC | 2,794 | $303.0K | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,790 | $302.0K | 0.08% | +394+16.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,756 | $299.0K | 0.01% | +5+0.2% | Added |
| Silphium Asset Management Ltd | 2,750 | $298.4K | 0.12% | +750+37.5% | Added |
| Barings LLC | 2,741 | $297.0K | 0.01% | −3,838−58.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,733 | $297.0K | 0.05% | +133+5.1% | Added |
| Proequities, Inc. | 2,712 | $294.0K | 0.02% | +38+1.4% | Added |
| MONECO Advisors, LLC | 2,712 | $294.0K | 0.12% | +266+10.9% | Added |
| BSW Wealth Partners | 2,705 | $293.0K | 0.08% | +2,705 | New |
| Ipswich Investment Management Co., Inc. | 2,695 | $292.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,695 | $292.0K | 0.07% | +671+33.2% | Added |
| TCG Advisory Services, LLC | 2,688 | $292.0K | 0.08% | +818+43.7% | Added |
| Northwest Bancshares, Inc. | 2,684 | $291.0K | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 2,685 | $291.0K | 0.10% | +285+11.9% | Added |
| Mid Atlantic Financial Management Inc | 2,654 | $288.0K | 0.02% | −1,754−39.8% | Reduced |
| Voya Financial Advisors, Inc. | 2,596 | $287.0K | 0.04% | −103−3.8% | Reduced |
| 9258 Wealth Management, LLC | 2,635 | $286.0K | 0.08% | +349+15.3% | Added |
| Centaurus Financial, Inc. | 2,628 | $285.0K | 0.02% | −197−7.0% | Reduced |
| Opal Wealth Advisors, LLC | 2,620 | $284.0K | 0.27% | +238+10.0% | Added |
| Goodwin Daniel L | 2,612 | $283.0K | 0.13% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,600 | $282.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,603 | $282.0K | 0.18% | +2,321+823.0% | Added |
| Leavell Investment Management, Inc. | 2,578 | $280.0K | 0.02% | +33+1.3% | Added |
| Chickasaw Capital Management LLC | 2,577 | $280.0K | 0.01% | 00.0% | Unchanged |
| Carlson Capital Management | 2,566 | $278.0K | 0.03% | +14+0.5% | Added |
| Veracity Capital LLC | 2,521 | $274.0K | 0.12% | −43,049−94.5% | Reduced |
| Codex Capital, L.L.C. | 2,500 | $271.3K | 0.15% | −200−7.4% | Reduced |
| Arrow Financial Corp | 2,475 | $269.0K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,460 | $267.0K | 0.02% | −25,877−91.3% | Reduced |