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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 2,440 | $265.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,443 | $265.0K | 0.01% | +39+1.6% | Added |
| Penserra Capital Management LLC | 2,449 | $265.0K | 0.01% | +205+9.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,437 | $264.0K | 0.02% | −45−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 2,437 | $264.0K | 0.03% | −55−2.2% | Reduced |
| Investors Asset Management of Georgia Inc | 2,433 | $264.0K | 0.14% | +2,433 | New |
| WBH Advisory Inc | 2,422 | $263.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,422 | $262.8K | 0.01% | +44+1.9% | Added |
| Evermay Wealth Management LLC | 2,416 | $262.0K | 0.05% | −1,782−42.4% | Reduced |
| M&G Investment Management Ltd | 2,398 | $261.0K | 0.00% | +193+8.8% | Added |
| Dearborn Partners LLC | 2,400 | $260.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,389 | $259.0K | 0.03% | −35−1.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $258.0K | 0.14% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,376 | $258.0K | 0.01% | +2,376 | New |
| WealthPLAN Partners, LLC | 2,496 | $257.0K | 0.02% | +37+1.5% | Added |
| Columbia Trust Co 01012016 | 2,334 | $254.0K | 0.13% | +282+13.7% | Added |
| Kore Private Wealth LLC | 2,321 | $252.0K | 0.03% | +2,321 | New |
| Point72 Hong Kong Ltd | 2,307 | $250.0K | 0.02% | −11,506−83.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,502 | $250.0K | 0.02% | +20+0.8% | Added |
| Princeton Global Asset Management LLC | 2,300 | $250.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,279 | $250.0K | 0.02% | −6−0.3% | Reduced |
| Main Street Research LLC | 2,289 | $248.0K | 0.02% | −118−4.9% | Reduced |
| Quilter Plc | 2,276 | $247.0K | 0.01% | −140−5.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,273 | $247.0K | 0.01% | +1,192+110.3% | Added |
| Frontier Wealth Management LLC | 2,226 | $242.0K | 0.02% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,224 | $241.0K | 0.10% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,216 | $240.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,211 | $240.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,203 | $239.0K | 0.03% | −1,577−41.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,200 | $239.0K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,200 | $238.0K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 2,175 | $236.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Corp | 2,175 | $236.0K | 0.15% | +2,175 | New |
| Smith, Moore & Co. | 2,165 | $235.0K | 0.04% | +100+4.8% | Added |
| Osterweis Capital Management Inc | 2,160 | $234.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,148 | $233.1K | 0.02% | +110+5.4% | Added |
| Thompson Siegel & Walmsley LLC | 2,141 | $232.0K | 0.00% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,130 | $231.0K | 0.02% | −441−17.2% | Reduced |
| NTV Asset Management LLC | 2,125 | $231.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,106 | $229.0K | 0.01% | −94−4.3% | Reduced |
| Bank of New Hampshire | 2,140 | $229.0K | 0.06% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,113 | $229.0K | 0.03% | +2,113 | New |
| Uncommon Cents Investing LLC | 2,100 | $228.0K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,097 | $228.0K | 0.04% | +734+53.9% | Added |
| Advisors Capital Management, LLC | 2,084 | $226.0K | 0.01% | +2,084 | New |
| Geller Advisors LLC | 2,087 | $226.0K | 0.05% | +2,087 | New |
| JLB & Associates Inc | 2,075 | $225.0K | 0.04% | 00.0% | Unchanged |
| New World Advisors LLC | 2,040 | $225.0K | 0.10% | +2,040 | New |
| Claro Advisors LLC | 2,068 | $224.0K | 0.09% | +2,068 | New |
| De Burlo Group Inc | 2,063 | $223.0K | 0.04% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,055 | $223.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,052 | $223.0K | 0.17% | +2,052 | New |
| LVZ Advisors, Inc. | 2,048 | $222.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,037 | $221.0K | 0.03% | +2,037 | New |
| Monterey Private Wealth, Inc. | 2,035 | $220.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,972 | $219.0K | 0.00% | −169−7.9% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 2,000 | $217.0K | 0.06% | −75−3.6% | Reduced |
| Castleark Management LLC | 2,000 | $217.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $217.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,003 | $217.0K | 0.00% | +2,003 | New |
| CastleArk Alternatives, LLC | 2,000 | $217.0K | 0.01% | +2,000 | New |
| Centiva Capital, LP | 1,989 | $216.0K | 0.02% | −4,369−68.7% | Reduced |
| WoodTrust Financial Corp | 1,988 | $216.0K | 0.05% | −1,100−35.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,975 | $214.0K | 0.05% | +1,975 | New |
| Spirit of America Management Corp | 1,950 | $212.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,943 | $210.8K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,934 | $210.0K | 0.03% | −190−8.9% | Reduced |
| Brighton Jones LLC | 1,917 | $208.0K | 0.01% | +1,917 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,901 | $206.0K | 0.05% | −111−5.5% | Reduced |
| Two Sigma Securities, LLC | 1,892 | $205.0K | 0.04% | +1,892 | New |
| Advisors Asset Management, Inc. | 1,878 | $204.0K | 0.00% | −32−1.7% | Reduced |
| Hancock Whitney Corp | 1,879 | $204.0K | 0.01% | +1,879 | New |
| Boit C F David | 1,850 | $203.0K | 0.14% | +1,050+131.3% | Added |
| Fox Run Management, L.L.C. | 1,849 | $201.0K | 0.13% | +1,849 | New |
| Valeo Financial Advisors, LLC | 1,844 | $200.0K | 0.01% | +1,844 | New |
| Arcadia Investment Management Corp | 1,800 | $195.0K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,768 | $192.0K | 0.06% | +1,768 | New |
| Solstein Capital, LLC | 1,725 | $187.0K | 0.11% | +1,175+213.6% | Added |
| Bellevue Asset Management, LLC | 1,540 | $169.0K | 0.10% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1,562 | $169.0K | 0.12% | +1,562 | New |
| Sutton Wealth Advisors Inc. | 1,524 | $165.4K | 0.06% | +5+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,517 | $165.0K | 0.02% | +351+30.1% | Added |
| Cubist Systematic Strategies, LLC | 1,439 | $156.0K | 0.00% | −243,864−99.4% | Reduced |
| JNBA Financial Advisors | 1,406 | $153.0K | 0.02% | +292+26.2% | Added |
| Sargent Bickham Lagudis LLC | 1,400 | $152.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,397 | $152.0K | 0.01% | +326+30.4% | Added |
| Optimum Investment Advisors | 1,380 | $150.0K | 0.06% | +430+45.3% | Added |
| Ayalon Holdings Ltd. | 1,350 | $148.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,351 | $147.0K | 0.01% | −171−11.2% | Reduced |
| International Assets Investment Management, LLC | 21,085 | $140.0K | 0.03% | −8,660−29.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,274 | $138.0K | 0.02% | −100−7.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,239 | $134.0K | 0.00% | −3,272−72.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,186 | $129.0K | 0.02% | +3+0.3% | Added |
| Concord Wealth Partners | 1,168 | $127.0K | 0.05% | −108−8.5% | Reduced |
| Eagle Bay Advisors LLC | 1,139 | $123.0K | 0.07% | +261+29.7% | Added |
| WFA of San Diego, LLC | 1,130 | $123.0K | 0.09% | +1,130 | New |
| CKW Financial Group | 1,100 | $121.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,086 | $118.0K | 0.05% | −265−19.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,075 | $117.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,067 | $116.0K | 0.00% | +59+5.9% | Added |