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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $109.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $109.0K | 0.08% | 0 | Unchanged |
| NEXT Financial Group, Inc | 976 | $106.0K | 0.01% | −1,204−55.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 911 | $99.0K | 0.02% | +221+32.0% | Added |
| Carroll Financial Associates, Inc. | 902 | $97.0K | 0.01% | +24+2.7% | Added |
| Standard Family Office LLC | 875 | $95.0K | 0.03% | −3,171−78.4% | Reduced |
| Freedman Financial Associates, Inc. | 864 | $94.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 860 | $93.0K | 0.03% | +202+30.7% | Added |
| Systematic Alpha Investments, LLC | 932 | $92.0K | 0.00% | −28−2.9% | Reduced |
| Lindbrook Capital, LLC | 840 | $91.0K | 0.02% | +26+3.2% | Added |
| Norway Savings Bank | 828 | $90.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $89.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $86.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 786 | $85.0K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 770 | $84.0K | 0.04% | −40−4.9% | Reduced |
| Corsicana & Co. | 755 | $82.0K | 0.05% | −455−37.6% | Reduced |
| Glassman Wealth Services | 735 | $80.0K | 0.02% | +51+7.5% | Added |
| First Mercantile Trust Co | 705 | $76.0K | 0.01% | −15−2.1% | Reduced |
| Private Ocean, LLC | 651 | $71.0K | 0.01% | +15+2.4% | Added |
| Financial Management Professionals, Inc. | 617 | $67.0K | 0.02% | +200+48.0% | Added |
| Arkadios Wealth Advisors | 606 | $65.0K | 0.01% | −523−46.3% | Reduced |
| First PREMIER Bank | 600 | $65.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 564 | $61.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 535 | $58.0K | 0.01% | −6−1.1% | Reduced |
| Guidance Point Advisors, LLC | 504 | $54.0K | 0.02% | +504 | New |
| Total Clarity Wealth Management, Inc. | 492 | $53.0K | 0.03% | +492 | New |
| Gemmer Asset Management LLC | 479 | $52.0K | 0.01% | +5+1.1% | Added |
| Zions Bancorporation, N.A. | 473 | $51.0K | 0.01% | −5−1.0% | Reduced |
| Atlas Capital Advisors LLC | 465 | $50.5K | 0.01% | +79+20.5% | Added |
| NVWM, LLC | 459 | $50.0K | 0.02% | −41−8.2% | Reduced |
| Hoese & Co LLP | 460 | $50.0K | 0.05% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 452 | $49.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 424 | $46.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 410 | $44.0K | 0.01% | −1,357−76.8% | Reduced |
| IAG Wealth Partners, LLC | 405 | $44.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 405 | $44.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 398 | $43.0K | 0.00% | −13−3.2% | Reduced |
| Blume Capital Management, Inc. | 400 | $43.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 388 | $42.0K | 0.00% | −41−9.6% | Reduced |
| JFS Wealth Advisors, LLC | 389 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 372 | $41.0K | 0.01% | +372 | New |
| Oakworth Capital, Inc. | 359 | $39.0K | 0.00% | +250+229.4% | Added |
| Prestige Wealth Management Group LLC | 337 | $37.0K | 0.01% | +21+6.6% | Added |
| Herold Advisors, Inc. | 350 | $37.0K | 0.01% | +350 | New |
| Altshuler Shaham Ltd | 323 | $35.0K | 0.00% | +47+17.0% | Added |
| Sound Income Strategies, LLC | 305 | $33.0K | 0.00% | +5+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $32.5K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $32.0K | 0.01% | −30−9.3% | Reduced |
| Disciplina Capital Management LLC | 291 | $31.6K | 0.01% | +68+30.5% | Added |
| Bell Investment Advisors, Inc | 285 | $31.0K | 0.01% | +285 | New |
| Motco | 281 | $30.0K | 0.00% | −2,411−89.6% | Reduced |
| Earnest Partners LLC | 246 | $27.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 238 | $26.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $26.0K | 0.01% | +240 | New |
| Loomis Sayles & Co L P | 204 | $22.0K | 0.00% | +1+0.5% | Added |
| JJJ Advisors Inc. | 199 | $22.0K | 0.01% | +31+18.5% | Added |
| AllSquare Wealth Management LLC | 181 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 184 | $20.0K | 0.01% | +50+37.3% | Added |
| MV Capital Management, Inc. | 182 | $20.0K | 0.00% | +137+304.4% | Added |
| Sonora Investment Management, LLC | 178 | $19.0K | 0.00% | −530−74.9% | Reduced |
| Hexagon Capital Partners LLC | 172 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 165 | $18.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 158 | $17.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 149 | $16.0K | 0.00% | −144−49.1% | Reduced |
| Itau Unibanco Holding S.A. | 150 | $16.0K | 0.00% | −75−33.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 147 | $16.0K | 0.00% | +52+54.7% | Added |
| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | +150 | New |
| Aspire Private Capital, LLC | 142 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 117 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 121 | $13.0K | 0.00% | +121 | New |
| Global Wealth Management Investment Advisory, Inc. | 120 | $13.0K | 0.00% | +120 | New |
| Consolidated Planning Corp | 122 | $13.0K | 0.01% | +122 | New |
| Plante Moran Financial Advisors, LLC | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 112 | $12.0K | 0.00% | +112 | New |
| Annapolis Financial Services, LLC | 115 | $12.0K | 0.00% | +115 | New |
| Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 95 | $10.0K | 0.00% | +95 | New |
| Wolff Wiese Magana LLC | 79 | $9.00K | 0.01% | −17−17.7% | Reduced |
| Tower View Investment Management & Research LLC | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 81 | $9.00K | 0.00% | +9+12.5% | Added |
| Creative Financial Designs Inc | 87 | $9.00K | 0.00% | +68+357.9% | Added |
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 72 | $8.00K | 0.01% | +72 | New |
| Burleson & Company, LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $6.84K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |