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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 118,967 | $12.9M | 2.73% | +60+0.1% | Added |
| Evoke Wealth, LLC | 118,722 | $12.9M | 0.48% | +9,262+8.5% | Added |
| Guyasuta Investment Advisors Inc | 117,489 | $12.7M | 0.91% | +2,975+2.6% | Added |
| Covington Investment Advisors Inc. | 116,942 | $12.7M | 2.73% | +1,707+1.5% | Added |
| Busey Wealth Management | 116,503 | $12.6M | 0.51% | +12,205+11.7% | Added |
| Gulf International Bank (UK) Ltd | 114,491 | $12.4M | 0.16% | −1,350−1.2% | Reduced |
| Erste Asset Management GmbH | 110,615 | $12.1M | 0.24% | +8,000+7.8% | Added |
| Comerica Bank | 110,018 | $12.1M | 0.07% | −26,151−19.2% | Reduced |
| Forsta Ap-Fonden | 111,100 | $12.1M | 0.14% | −8,300−7.0% | Reduced |
| NN Investment Partners Holdings N.V. | 109,017 | $11.8M | 0.07% | +2,181+2.0% | Added |
| Utah Retirement Systems | 108,360 | $11.8M | 0.16% | −5,700−5.0% | Reduced |
| BlueMar Capital Management, LLC | 107,783 | $11.7M | 3.05% | −42,820−28.4% | Reduced |
| RPG Investment Advisory, LLC | 107,742 | $11.7M | 1.93% | +28,660+36.2% | Added |
| Commonwealth Equity Services, LLC | 106,887 | $11.6M | 0.03% | +17,959+20.2% | Added |
| Brinker Capital Investments, LLC | 107,832 | $11.5M | 0.18% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 104,642 | $11.5M | 0.10% | −8,740−7.7% | Reduced |
| Logan Capital Management Inc | 105,666 | $11.5M | 0.53% | −83,816−44.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 104,913 | $11.4M | 0.02% | +11,500+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,573 | $11.3M | 0.06% | −20,478−16.4% | Reduced |
| Shelton Capital Management | 103,992 | $11.3M | 0.44% | +13,411+14.8% | Added |
| Redwood Grove Capital, LLC | 103,000 | $11.2M | 6.36% | +17,000+19.8% | Added |
| Fifth Third Bancorp | 102,058 | $11.1M | 0.05% | −6,431−5.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 102,000 | $11.1M | 2.19% | +102,000 | New |
| DnB Asset Management AS | 100,381 | $10.9M | 0.07% | +2,637+2.7% | Added |
| Oppenheimer Asset Management Inc. | 99,466 | $10.8M | 0.15% | −67,993−40.6% | Reduced |
| Farmers & Merchants Investments Inc | 97,767 | $10.6M | 0.45% | +5,978+6.5% | Added |
| Teacher Retirement System of Texas | 95,858 | $10.4M | 0.06% | +18,066+23.2% | Added |
| Legacy Private Trust Co. | 95,064 | $10.3M | 0.83% | +5,369+6.0% | Added |
| Massmutual Trust Co FSB | 94,840 | $10.3M | 0.43% | +11,086+13.2% | Added |
| Cullinan Associates Inc | 93,689 | $10.2M | 0.56% | −917−1.0% | Reduced |
| Addenda Capital Inc. | 93,106 | $10.1M | 0.48% | +14,258+18.1% | Added |
| Matrix Asset Advisors Inc | 92,727 | $10.1M | 1.42% | +9,710+11.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 92,710 | $10.1M | 0.39% | +3,836+4.3% | Added |
| Daiwa Securities Group Inc. | 92,624 | $10.1M | 0.07% | +5,882+6.8% | Added |
| Bailard, Inc. | 92,404 | $10.0M | 0.34% | +3,700+4.2% | Added |
| American Research & Management Co. | 92,315 | $10.0M | 2.31% | −425−0.5% | Reduced |
| Texas Permanent School Fund | 92,070 | $9.99M | 0.12% | −6,899−7.0% | Reduced |
| State of Alaska, Department of Revenue | 91,548 | $9.93M | 0.10% | −896−1.0% | Reduced |
| Bahl & Gaynor Inc | 91,504 | $9.93M | 0.06% | 00.0% | Unchanged |
| Mackay Shields LLC | 91,167 | $9.89M | 0.09% | −2,116−2.3% | Reduced |
| Robertson Opportunity Capital, LLC | 91,083 | $9.88M | 4.59% | 00.0% | Unchanged |
| Creative Planning | 90,026 | $9.77M | 0.02% | −1,960−2.1% | Reduced |
| First Horizon Advisors, Inc. | 89,663 | $9.73M | 0.32% | +8,739+10.8% | Added |
| Kidder Stephen W | 86,252 | $9.36M | 2.94% | −461−0.5% | Reduced |
| Fosun International Ltd | 86,059 | $9.34M | 0.48% | +33,314+63.2% | Added |
| Punch & Associates Investment Management, Inc. | 85,107 | $9.23M | 0.53% | +290+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 84,454 | $9.16M | 0.10% | +31,342+59.0% | Added |
| Diversified Trust Co | 84,296 | $9.15M | 0.33% | +15,908+23.3% | Added |
| River & Mercantile Asset Management LLP | 83,645 | $9.08M | 0.71% | −22,983−21.6% | Reduced |
| Marks Group Wealth Management, Inc | 83,525 | $9.07M | 1.23% | +1,599+2.0% | Added |
| Prio Wealth Limited Partnership | 82,623 | $8.96M | 0.30% | −630−0.8% | Reduced |
| Stone Run Capital, LLC | 82,082 | $8.91M | 3.05% | +18,960+30.0% | Added |
| Twinbeech Capital LP | 81,799 | $8.88M | 0.62% | −1,059−1.3% | Reduced |
| Fiduciary Group LLC | 80,665 | $8.86M | 1.01% | +291+0.4% | Added |
| Interval Partners, LP | 81,389 | $8.83M | 0.52% | +51,389+171.3% | Added |
| GAM Holding AG | 80,753 | $8.76M | 0.41% | −119,575−59.7% | Reduced |
| Palladium Partners LLC | 80,258 | $8.71M | 0.40% | +77,718+3,059.8% | Added |
| Salem Investment Counselors Inc | 79,845 | $8.66M | 0.47% | +2,600+3.4% | Added |
| Janney Montgomery Scott LLC | 78,843 | $8.55M | 0.04% | +4,187+5.6% | Added |
| Puzo Michael J | 78,275 | $8.49M | 2.69% | −220−0.3% | Reduced |
| Mutual of America Capital Management LLC | 78,187 | $8.48M | 0.08% | +475+0.6% | Added |
| Broderick Brian C | 77,755 | $8.44M | 2.25% | −359−0.5% | Reduced |
| IFM Investors Pty Ltd | 77,752 | $8.44M | 0.17% | −330.0% | Reduced |
| Lee Danner & Bass Inc | 76,688 | $8.32M | 0.77% | +33,372+77.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,687 | $8.10M | 0.09% | +66+0.1% | Added |
| AQR Capital Management LLC | 73,903 | $8.02M | 0.01% | −21,129−22.2% | Reduced |
| Headinvest, LLC | 73,728 | $8.00M | 1.52% | +200+0.3% | Added |
| Webster Bank, N. A. | 73,410 | $7.96M | 0.89% | −204−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 73,194 | $7.94M | 0.14% | −44,676−37.9% | Reduced |
| Synovus Financial Corp | 71,868 | $7.80M | 0.08% | −19,564−21.4% | Reduced |
| Louisiana State Employees Retirement System | 71,300 | $7.74M | 0.19% | −300−0.4% | Reduced |
| Thompson Investment Management, Inc. | 71,263 | $7.73M | 1.15% | +2,961+4.3% | Added |
| Metropolitan Life Insurance Co | 71,180 | $7.72M | 0.11% | −2,402−3.3% | Reduced |
| Perennial Advisors, LLC | 71,005 | $7.70M | 2.27% | +1,496+2.2% | Added |
| Steamboat Capital Partners, LLC | 70,062 | $7.60M | 1.76% | −394−0.6% | Reduced |
| Middleton & Co Inc | 69,620 | $7.55M | 0.81% | +9,681+16.2% | Added |
| Tower Research Capital LLC (TRC) | 69,367 | $7.53M | 0.19% | +21,836+45.9% | Added |
| Robeco Schweiz AG | 69,283 | $7.52M | 0.11% | +9,820+16.5% | Added |
| Legal Advantage Investments, Inc. | 69,145 | $7.50M | 5.03% | −200−0.3% | Reduced |
| Steel Canyon Capital, LLC | 69,019 | $7.49M | 6.07% | +69,019 | New |
| Alpine Woods Capital Investors, LLC | 68,058 | $7.38M | 0.79% | −12,100−15.1% | Reduced |
| AE Wealth Management LLC | 67,885 | $7.37M | 0.06% | −7,428−9.9% | Reduced |
| Moody National Bank Trust Division | 67,833 | $7.36M | 0.11% | −74−0.1% | Reduced |
| M&R Capital Management Inc | 67,656 | $7.34M | 1.66% | +64,709+2,195.8% | Added |
| Cheviot Value Management, LLC | 67,547 | $7.33M | 1.88% | +2,056+3.1% | Added |
| Profund Advisors LLC | 67,435 | $7.32M | 0.25% | +4,926+7.9% | Added |
| Optimal Asset Management, Inc. | 67,212 | $7.29M | 0.91% | +88+0.1% | Added |
| Legacy Capital Partners, Inc. | 66,778 | $7.25M | 2.62% | +2,675+4.2% | Added |
| MUFG Americas Holdings Corp | 66,618 | $7.23M | 0.14% | +5,646+9.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,206 | $7.18M | 0.11% | −3,469−5.0% | Reduced |
| Chesley Taft & Associates LLC | 65,455 | $7.10M | 0.41% | −117,457−64.2% | Reduced |
| Hantz Financial Services, Inc. | 65,387 | $7.09M | 0.23% | +2,044+3.2% | Added |
| Cna Financial Corp | 65,000 | $7.05M | 1.92% | −2,500−3.7% | Reduced |
| Nissay Asset Management Corp | 64,918 | $7.04M | 0.06% | +2,135+3.4% | Added |
| First Business Financial Services, Inc. | 64,845 | $7.04M | 0.81% | −250−0.4% | Reduced |
| American National Insurance Co | 64,480 | $7.00M | 0.26% | −55−0.1% | Reduced |
| Palmer Knight Co | 64,412 | $6.99M | 3.64% | +4,167+6.9% | Added |
| Kovitz Investment Group Partners, LLC | 64,274 | $6.97M | 0.14% | −80−0.1% | Reduced |
| Ashfield Capital Partners, LLC | 64,235 | $6.97M | 0.50% | +331+0.5% | Added |
| SFE Investment Counsel | 63,160 | $6.85M | 1.92% | +10,749+20.5% | Added |