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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 9,055 | $982.0K | 0.64% | +1,410+18.4% | Added |
| Nicolet Bankshares Inc | 9,015 | $978.0K | 0.25% | −196−2.1% | Reduced |
| Shorepoint Capital Partners LLC | 8,931 | $969.0K | 0.44% | +8,931 | New |
| Key Financial Inc | 8,906 | $966.0K | 0.55% | 00.0% | Unchanged |
| Stableford Capital II LLC | 8,924 | $962.0K | 0.49% | −176−1.9% | Reduced |
| Vestcor Inc | 8,845 | $960.0K | 0.03% | −1,264−12.5% | Reduced |
| Fairfield, Bush & Co. | 8,850 | $960.0K | 0.31% | +915+11.5% | Added |
| Kowal Investment Group, LLC | 8,822 | $957.0K | 0.30% | −67−0.8% | Reduced |
| Johnson Investment Counsel Inc | 8,820 | $957.0K | 0.01% | +665+8.2% | Added |
| AlphaCrest Capital Management LLC | 8,815 | $956.0K | 0.05% | −115,432−92.9% | Reduced |
| Kingsview Wealth Management, LLC | 8,605 | $934.0K | 0.04% | −1,030−10.7% | Reduced |
| Change Path, LLC | 8,578 | $931.0K | 0.06% | +736+9.4% | Added |
| Federated Hermes, Inc. | 8,513 | $924.0K | 0.00% | +37+0.4% | Added |
| Transcend Wealth Collective, LLC | 8,360 | $918.0K | 0.08% | +2,910+53.4% | Added |
| Green Harvest Asset Management LLC | 8,423 | $914.0K | 0.14% | −628−6.9% | Reduced |
| Smithfield Trust Co | 8,344 | $905.0K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,339 | $905.0K | 0.38% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,292 | $900.0K | 0.57% | −3,868−31.8% | Reduced |
| Umb Bank N A | 8,271 | $898.0K | 0.02% | +20+0.2% | Added |
| Archford Capital Strategies, LLC | 8,280 | $898.0K | 0.21% | +385+4.9% | Added |
| First Nebraska Trust Co | 8,235 | $893.5K | 0.12% | 00.0% | Unchanged |
| Sun Life Financial INC | 8,229 | $892.0K | 0.05% | +2,549+44.9% | Added |
| Brown Capital Management LLC | 8,215 | $891.0K | 0.01% | −1,885−18.7% | Reduced |
| Chesapeake Wealth Management | 8,203 | $890.0K | 0.32% | −1,255−13.3% | Reduced |
| Washington Trust Co | 8,143 | $884.0K | 0.02% | +100+1.2% | Added |
| Regal Investment Advisors LLC | 8,131 | $882.0K | 0.09% | +282+3.6% | Added |
| Integrated Wealth Concepts LLC | 8,105 | $879.0K | 0.03% | +2,790+52.5% | Added |
| Meritage Portfolio Management | 8,089 | $878.0K | 0.05% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,073 | $876.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,064 | $875.0K | 0.08% | +3,230+66.8% | Added |
| Flagship Harbor Advisors, LLC | 8,123 | $868.0K | 0.09% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 7,950 | $863.0K | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 7,850 | $852.0K | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,845 | $851.0K | 0.45% | +256+3.4% | Added |
| Accurate Wealth Management, LLC | 5,914 | $851.0K | 0.75% | −1,364−18.7% | Reduced |
| New England Research & Management, Inc. | 7,766 | $843.0K | 0.44% | −7,355−48.6% | Reduced |
| HBK Sorce Advisory LLC | 7,771 | $843.0K | 0.05% | +121+1.6% | Added |
| Bray Capital Advisors | 7,658 | $831.0K | 0.21% | +7,658 | New |
| Integrated Investment Consultants, LLC | 7,645 | $829.0K | 0.24% | +1,138+17.5% | Added |
| American Portfolios Advisors | 7,621 | $826.9K | 0.03% | −847−10.0% | Reduced |
| Boston Private Wealth LLC | 7,613 | $826.0K | 0.01% | +744+10.8% | Added |
| Stevard, LLC | 7,600 | $825.0K | 0.65% | 00.0% | Unchanged |
| Spinnaker Trust | 7,593 | $824.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,577 | $822.0K | 0.02% | +293+4.0% | Added |
| Integrated Advisors Network LLC | 7,552 | $819.0K | 0.05% | +1,330+21.4% | Added |
| True North Advisors, LLC | 7,500 | $813.0K | 0.16% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 7,475 | $811.0K | 0.52% | +707+10.4% | Added |
| Strong Tower Advisory Services | 7,753 | $809.0K | 0.47% | +7,753 | New |
| Abacus Planning Group, Inc. | 7,404 | $803.0K | 0.26% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,863 | $802.0K | 0.58% | −6,383−44.8% | Reduced |
| Abacus Wealth Partners, LLC | 7,357 | $798.2K | 0.29% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,357 | $798.0K | 0.03% | +7,357 | New |
| ARGI Investment Services, LLC | 7,328 | $795.0K | 0.03% | −48−0.7% | Reduced |
| Penbrook Management LLC | 7,291 | $791.0K | 0.50% | −550−7.0% | Reduced |
| Sand Hill Global Advisors, LLC | 7,291 | $791.0K | 0.05% | +59+0.8% | Added |
| American Century Companies Inc | 7,278 | $790.0K | 0.00% | +905+14.2% | Added |
| Intact Investment Management Inc. | 7,250 | $787.0K | 0.02% | −3,450−32.2% | Reduced |
| Sadoff Investment Management LLC | 7,220 | $783.0K | 0.05% | −50−0.7% | Reduced |
| Manchester Capital Management LLC | 7,210 | $782.0K | 0.11% | −39−0.5% | Reduced |
| VeraBank, N.A. | 7,130 | $774.0K | 0.44% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 7,084 | $769.0K | 0.41% | −900−11.3% | Reduced |
| Empirical Finance, LLC | 7,077 | $768.0K | 0.12% | +481+7.3% | Added |
| Whittier Trust Co | 7,021 | $762.0K | 0.01% | +16+0.2% | Added |
| Wesbanco Bank Inc | 7,000 | $760.0K | 0.03% | −86−1.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,983 | $757.0K | 0.07% | −6−0.1% | Reduced |
| Oppenheimer & Co Inc | 6,974 | $757.0K | 0.01% | +985+16.4% | Added |
| Fort, L.P. | 6,981 | $757.0K | 0.25% | +2,498+55.7% | Added |
| Michael B. Yongue | 6,941 | $753.0K | 0.55% | +847+13.9% | Added |
| Bank of Stockton | 6,925 | $751.0K | 0.23% | −92−1.3% | Reduced |
| Mission Wealth Management, LP | 6,897 | $748.0K | 0.04% | +16+0.2% | Added |
| Bremer Bank National Association | 6,867 | $745.0K | 0.15% | +6,867 | New |
| Aureus Asset Management, LLC | 6,830 | $741.0K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,825 | $740.0K | 0.18% | −29−0.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,799 | $738.0K | 0.27% | −19−0.3% | Reduced |
| Acas, LLC | 6,800 | $738.0K | 1.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,526 | $735.0K | 0.84% | +2,317+44.5% | Added |
| Orrstown Financial Services Inc | 6,748 | $732.0K | 1.16% | −172−2.5% | Reduced |
| Fortis Capital Management LLC | 6,695 | $726.0K | 0.42% | +1,438+27.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $718.0K | 0.04% | 00.0% | Unchanged |
| F3Logic, LLC | 6,380 | $713.0K | 0.09% | +6,380 | New |
| Argus Investors' Counsel, Inc. | 6,528 | $708.0K | 0.46% | +564+9.5% | Added |
| First Washington CORP | 6,500 | $705.0K | 0.26% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 6,498 | $705.0K | 0.50% | +392+6.4% | Added |
| Institute for Wealth Management, LLC. | 6,465 | $701.0K | 0.12% | −64−1.0% | Reduced |
| Sigma Planning Corp | 6,425 | $697.0K | 0.02% | +2,186+51.6% | Added |
| CoreFirst Bank & Trust | 6,400 | $694.0K | 0.48% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,379 | $692.0K | 0.10% | −39−0.6% | Reduced |
| Lafayette Investments, Inc. | 6,374 | $692.0K | 0.19% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,371 | $691.0K | 0.13% | −120−1.8% | Reduced |
| Clarius Group, LLC | 6,344 | $688.0K | 0.06% | +231+3.8% | Added |
| HighPoint Advisor Group LLC | 6,313 | $685.0K | 0.07% | −208−3.2% | Reduced |
| Partners Group Holding AG | 6,299 | $683.0K | 0.05% | +6,299 | New |
| Avestar Capital, LLC | 6,279 | $681.0K | 0.13% | −900−12.5% | Reduced |
| Conning Inc. | 6,280 | $681.0K | 0.02% | −500−7.4% | Reduced |
| Shepherd Financial Partners LLC | 6,211 | $674.0K | 0.13% | −11,148−64.2% | Reduced |
| Eukles Asset Management | 6,192 | $672.0K | 0.37% | +856+16.0% | Added |
| Independent Advisor Alliance | 6,181 | $671.0K | 0.04% | +136+2.2% | Added |
| Rehmann Capital Advisory Group | 6,154 | $667.7K | 0.06% | +449+7.9% | Added |
| Alphasimplex Group, LLC | 6,137 | $666.0K | 0.55% | +6,137 | New |
| Assenagon Asset Management S.A. | 6,088 | $661.0K | 0.00% | −7,122−53.9% | Reduced |