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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 24,254 | $2.63M | 0.57% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 24,153 | $2.62M | 0.01% | −555−2.2% | Reduced |
| Meridian Management Co | 24,092 | $2.61M | 0.80% | +24,092 | New |
| Baker Chad R | 24,000 | $2.60M | 0.58% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 23,815 | $2.58M | 0.52% | −10,545−30.7% | Reduced |
| Eads & Heald Wealth Management | 23,232 | $2.52M | 1.22% | +567+2.5% | Added |
| Close Asset Management Ltd | 23,105 | $2.51M | 0.12% | −17,095−42.5% | Reduced |
| Gilman Hill Asset Management, LLC | 22,830 | $2.48M | 0.63% | +2,645+13.1% | Added |
| Equitable Holdings, Inc. | 22,796 | $2.47M | 0.04% | −1,062−4.5% | Reduced |
| Wedbush Securities Inc | 22,522 | $2.44M | 0.12% | +519+2.4% | Added |
| Argyle Capital Management Inc. | 22,413 | $2.43M | 0.81% | +135+0.6% | Added |
| Eqis Capital Management, Inc. | 22,256 | $2.42M | 0.18% | +5,714+34.5% | Added |
| Ameritas Investment Partners, Inc. | 22,199 | $2.41M | 0.09% | −159−0.7% | Reduced |
| Ethic Inc. | 22,205 | $2.41M | 0.25% | +10,514+89.9% | Added |
| High Pointe Capital Management LLC | 22,080 | $2.40M | 1.89% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 22,000 | $2.39M | 0.03% | 00.0% | Unchanged |
| Regent Investment Management LLC | 21,888 | $2.38M | 0.57% | +680+3.2% | Added |
| WESCAP Management Group, Inc. | 21,863 | $2.37M | 0.69% | −137−0.6% | Reduced |
| Wealthspire Advisors, LLC | 21,638 | $2.35M | 0.05% | +2,974+15.9% | Added |
| Ellenbecker Investment Group | 21,575 | $2.34M | 0.73% | −63−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 21,423 | $2.32M | 0.11% | +1,590+8.0% | Added |
| Alps Advisors Inc | 21,356 | $2.32M | 0.02% | +888+4.3% | Added |
| Campbell Newman Asset Management Inc | 21,339 | $2.31M | 0.24% | −37−0.2% | Reduced |
| Corient Capital Partners, LLC | 21,269 | $2.31M | 0.17% | +6,486+43.9% | Added |
| South Dakota Investment Council | 21,099 | $2.29M | 0.04% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 21,085 | $2.29M | 1.53% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 20,894 | $2.27M | 0.13% | +1,581+8.2% | Added |
| First Citizens Bank & Trust Co | 20,497 | $2.22M | 0.11% | −635−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 20,404 | $2.21M | 0.05% | +13,206+183.5% | Added |
| Buckingham Strategic Wealth, LLC | 20,252 | $2.20M | 0.05% | −1,069−5.0% | Reduced |
| Ami Investment Management Inc | 20,248 | $2.20M | 0.94% | −216−1.1% | Reduced |
| Gamble Jones Investment Counsel | 20,222 | $2.19M | 0.14% | −200−1.0% | Reduced |
| Guardian Capital LP | 20,070 | $2.18M | 0.05% | +550+2.8% | Added |
| Ulysses Management LLC | 20,000 | $2.17M | 0.38% | +5,000+33.3% | Added |
| Palouse Capital Management, Inc. | 19,965 | $2.17M | 0.96% | −374−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 19,908 | $2.16M | 0.10% | +17,693+798.8% | Added |
| Community Capital Management, Inc. | 19,800 | $2.15M | 2.23% | 00.0% | Unchanged |
| Tiaa, FSB | 19,626 | $2.13M | 0.01% | +721+3.8% | Added |
| Vident Investment Advisory, LLC | 19,597 | $2.13M | 0.06% | +2,412+14.0% | Added |
| Panagora Asset Management Inc | 19,521 | $2.12M | 0.01% | +35+0.2% | Added |
| Annex Advisory Services, LLC | 19,407 | $2.11M | 0.17% | −332−1.7% | Reduced |
| AGF Investments America Inc. | 19,366 | $2.10M | 0.44% | +13,235+215.9% | Added |
| Achmea Investment Management B.V. | 19,290 | $2.09M | 0.06% | +1,059+5.8% | Added |
| Capital Analysts, LLC | 19,288 | $2.09M | 0.14% | +1,644+9.3% | Added |
| Spire Wealth Management | 19,186 | $2.08M | 0.06% | −151−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,149 | $2.08M | 0.14% | +2,415+14.4% | Added |
| Coastline Trust Co | 19,030 | $2.06M | 0.26% | −265−1.4% | Reduced |
| Van Eck Associates Corp | 18,988 | $2.06M | 0.01% | +1,465+8.4% | Added |
| Jacobsen Capital Management | 18,965 | $2.06M | 1.04% | +492+2.7% | Added |
| EagleClaw Capital Managment, LLC | 18,910 | $2.06M | 0.53% | +18,910 | New |
| Cary Street Partners Asset Management LLC | 18,775 | $2.04M | 0.72% | −106−0.6% | Reduced |
| Everence Capital Management Inc | 18,626 | $2.02M | 0.17% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 18,500 | $2.01M | 0.16% | +1,000+5.7% | Added |
| Wolf Group Capital Advisors | 18,362 | $1.99M | 1.09% | +41+0.2% | Added |
| Front Barnett Associates LLC | 18,318 | $1.99M | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 18,293 | $1.98M | 0.15% | −350−1.9% | Reduced |
| Cadence Bank NA | 17,812 | $1.93M | 0.57% | +36+0.2% | Added |
| Heritage Trust Co | 17,773 | $1.93M | 0.27% | +3,873+27.9% | Added |
| NFJ Investment Group, LLC | 17,641 | $1.91M | 0.04% | −266−1.5% | Reduced |
| Chicago Trust Co NA | 17,402 | $1.89M | 0.41% | +709+4.2% | Added |
| Howe & Rusling Inc | 17,243 | $1.87M | 0.23% | +362+2.1% | Added |
| Peak Financial Advisors LLC | 17,130 | $1.86M | 1.63% | +262+1.6% | Added |
| Old Dominion Capital Management Inc | 17,131 | $1.86M | 0.40% | +17,131 | New |
| JGP Global Gestao de Recursos Ltda. | 17,000 | $1.84M | 0.67% | +17,000 | New |
| Summit Financial Group Inc | 16,978 | $1.84M | 0.67% | 00.0% | Unchanged |
| Albert D Mason Inc | 16,930 | $1.84M | 1.18% | +59+0.3% | Added |
| IBM Retirement Fund | 16,898 | $1.83M | 0.14% | +50+0.3% | Added |
| Mason Investment Advisory Services, Inc. | 16,742 | $1.82M | 0.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,312 | $1.77M | 0.05% | +5,823+55.5% | Added |
| Pinnacle Associates Ltd | 16,180 | $1.76M | 0.03% | +1,192+8.0% | Added |
| Baker Avenue Asset Management, LP | 16,082 | $1.74M | 0.10% | −45−0.3% | Reduced |
| Beck Capital Management, LLC | 16,051 | $1.74M | 0.59% | +16,051 | New |
| North Star Investment Management Corp. | 16,000 | $1.74M | 0.14% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,985 | $1.73M | 0.01% | +1,216+8.2% | Added |
| Palisade Asset Management, LLC | 15,952 | $1.73M | 0.21% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,902 | $1.73M | 0.06% | +339+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,849 | $1.72M | 0.18% | +347+2.2% | Added |
| FJ Capital Management LLC | 16,000 | $1.72M | 0.15% | −3,000−15.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,808 | $1.72M | 0.30% | 00.0% | Unchanged |
| AtonRa Partners | 15,740 | $1.71M | 0.57% | +2,502+18.9% | Added |
| Landaas & Co | 15,689 | $1.70M | 0.98% | −4,249−21.3% | Reduced |
| BancorpSouth Bank | 15,663 | $1.70M | 0.24% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 15,644 | $1.70M | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15,575 | $1.69M | 0.32% | −3,816−19.7% | Reduced |
| Robbins Farley LLC | 15,559 | $1.69M | 1.24% | +530+3.5% | Added |
| Harbour Investments, Inc. | 15,544 | $1.69M | 0.05% | −115−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 15,550 | $1.69M | 0.19% | +4,647+42.6% | Added |
| Steward Partners Investment Advisory, LLC | 15,358 | $1.67M | 0.03% | −747−4.6% | Reduced |
| Aperture Investors, LLC | 15,237 | $1.65M | 0.22% | −31,065−67.1% | Reduced |
| Credential Qtrade Securities Inc. | 15,203 | $1.65M | 0.13% | +1,310+9.4% | Added |
| Thoroughbred Financial Services, LLC | 15,101 | $1.64M | 0.40% | +344+2.3% | Added |
| K.J. Harrison & Partners Inc | 15,000 | $1.64M | 0.24% | +15,000 | New |
| Ameritas Investment Company, LLC | 15,000 | $1.63M | 0.08% | +552+3.8% | Added |
| Dean Investment Associates, LLC | 14,987 | $1.63M | 0.31% | −781−5.0% | Reduced |
| Private Trust Co NA | 14,824 | $1.61M | 0.23% | −426−2.8% | Reduced |
| Birch Capital Management, LLC | 14,770 | $1.60M | 1.09% | −235−1.6% | Reduced |
| Jacobi Capital Management LLC | 14,643 | $1.59M | 0.20% | +2,790+23.5% | Added |
| Bragg Financial Advisors, Inc | 14,576 | $1.58M | 0.10% | +14,576 | New |
| Financial Advocates Investment Management | 14,226 | $1.58M | 0.11% | +14,226 | New |
| Fairbanks Capital Management, Inc. | 14,504 | $1.57M | 1.29% | +149+1.0% | Added |