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, Q4 2021
Institutional positions in Fiserv Inc as of Dec 31, 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
- 1,360
- +55 vs. Q3 2021
- Shares held
- 591.9M
- −6.43M (−1.1%) vs. Q3 2021
- Total value
- $61.4B
- −$3.51B (−5.4%) vs. Q3 2021
- New holders
- 194
- 479 more added
- Sold out
- 139
- 509 more reduced
24 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 393 | $41.0K | 0.01% | +108+37.9% | Added |
| IAG Wealth Partners, LLC | 405 | $42.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 400 | $42.0K | 0.00% | +400 | New |
| Intelligent Financial Strategies | 400 | $42.0K | 0.04% | +400 | New |
| Reilly Financial Advisors, LLC | 413 | $43.0K | 0.00% | +25+6.4% | Added |
| Westside Investment Management, Inc. | 424 | $44.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 452 | $46.9K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 457 | $47.0K | 0.02% | −35−7.1% | Reduced |
| Gemmer Asset Management LLC | 487 | $51.0K | 0.01% | +8+1.7% | Added |
| Atlas Capital Advisors LLC | 496 | $51.5K | 0.01% | +31+6.7% | Added |
| Cambridge Trust Co | 497 | $52.0K | 0.00% | +497 | New |
| JFS Wealth Advisors, LLC | 506 | $53.0K | 0.00% | +117+30.1% | Added |
| Richwood Investment Advisors, LLC | 530 | $55.0K | 0.05% | +530 | New |
| Glassman Wealth Services | 549 | $57.0K | 0.01% | −186−25.3% | Reduced |
| Tarbox Family Office, Inc. | 547 | $57.0K | 0.01% | +12+2.2% | Added |
| Private Ocean, LLC | 558 | $58.0K | 0.01% | −93−14.3% | Reduced |
| Carroll Investors, Inc | 575 | $58.0K | 0.03% | +575 | New |
| Investors Research Corp | 564 | $59.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 581 | $60.0K | 0.01% | +108+22.8% | Added |
| Hoese & Co LLP | 588 | $61.0K | 0.06% | +128+27.8% | Added |
| First PREMIER Bank | 600 | $62.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 613 | $64.0K | 0.04% | −526−46.2% | Reduced |
| Financial Management Professionals, Inc. | 617 | $64.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 648 | $67.0K | 0.00% | −4,600−87.7% | Reduced |
| Ahl Investment Management, Inc. | 681 | $71.0K | 0.06% | +681 | New |
| Corsicana & Co. | 755 | $78.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 762 | $79.0K | 0.03% | +762 | New |
| West Branch Capital LLC | 770 | $80.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 786 | $82.0K | 0.06% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 790 | $82.0K | 0.04% | +790 | New |
| Heritage Wealth Advisors | 800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $85.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 828 | $86.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 864 | $90.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 871 | $90.0K | 0.03% | +871 | New |
| Carroll Financial Associates, Inc. | 877 | $91.0K | 0.00% | −25−2.8% | Reduced |
| Lindbrook Capital, LLC | 951 | $99.0K | 0.02% | +111+13.2% | Added |
| Quent Capital, LLC | 980 | $102.0K | 0.02% | +980 | New |
| Atwood & Palmer Inc | 1,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,050 | $109.0K | 0.07% | +1,050 | New |
| TD Ameritrade Investment Management, LLC | 1,047 | $109.0K | 0.00% | +1,047 | New |
| Kenfarb & Co. | 1,050 | $109.0K | 0.08% | +1,050 | New |
| CenterStar Asset Management, LLC | – | $110.0K | 0.08% | – | – |
| Optimum Investment Advisors | 1,080 | $112.0K | 0.04% | −300−21.7% | Reduced |
| Global Trust Asset Management, LLC | 1,086 | $113.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,103 | $115.0K | 0.01% | +127+13.0% | Added |
| JNBA Financial Advisors | 1,114 | $116.0K | 0.01% | −292−20.8% | Reduced |
| WFA of San Diego, LLC | 1,130 | $117.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,136 | $118.0K | 0.01% | +777+216.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,148 | $119.0K | 0.03% | +237+26.0% | Added |
| TCI Wealth Advisors, Inc. | 1,199 | $124.0K | 0.02% | +13+1.1% | Added |
| Zullo Investment Group, Inc. | 1,201 | $125.0K | 0.06% | +1,201 | New |
| Northern Oak Wealth Management Inc | 1,294 | $134.0K | 0.02% | +20+1.6% | Added |
| Deseret Mutual Benefit Administrators | 1,313 | $136.0K | 0.02% | −784−37.4% | Reduced |
| Point72 Hong Kong Ltd | 1,349 | $140.0K | 0.01% | −958−41.5% | Reduced |
| Ayalon Holdings Ltd. | 1,350 | $140.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,351 | $140.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,351 | $140.0K | 0.09% | +1,351 | New |
| Concord Wealth Partners | 1,386 | $144.0K | 0.04% | +218+18.7% | Added |
| Sargent Bickham Lagudis LLC | 1,400 | $145.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,500 | $155.7K | 0.05% | −24−1.6% | Reduced |
| Allworth Financial LP | 1,514 | $157.0K | 0.00% | +447+41.9% | Added |
| Bellevue Asset Management, LLC | 1,540 | $160.0K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,500 | $160.0K | 0.02% | +400+36.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,629 | $169.0K | 0.02% | +1,629 | New |
| Natixis Investment Managers International | 1,660 | $172.0K | 0.01% | −1,199−41.9% | Reduced |
| Neo Ivy Capital Management | 1,718 | $178.0K | 0.26% | −5,808−77.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,721 | $178.0K | 0.01% | +1,721 | New |
| O'Dell Group, LLC | 1,768 | $184.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,781 | $185.0K | 0.02% | +264+17.4% | Added |
| Desjardins Global Asset Management Inc. | 1,797 | $186.0K | 0.02% | +1,797 | New |
| Boit C F David | 1,850 | $192.0K | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,870 | $194.1K | 0.00% | −8−0.4% | Reduced |
| CVA Family Office, LLC | 1,900 | $197.0K | 0.05% | +1,900 | New |
| Claro Advisors LLC | 1,929 | $200.0K | 0.07% | −139−6.7% | Reduced |
| Summit X, LLC | 1,940 | $201.0K | 0.05% | +1,940 | New |
| Spirit of America Management Corp | 1,950 | $202.0K | 0.04% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,981 | $206.0K | 0.10% | −54−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 1,995 | $207.0K | 0.01% | −1,175−37.1% | Reduced |
| Castleark Management LLC | 2,000 | $208.0K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,000 | $208.0K | 0.04% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,007 | $208.0K | 0.02% | +2,007 | New |
| Security National Bank of Sioux City Iowa | 2,052 | $213.0K | 0.15% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,048 | $213.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,055 | $213.0K | 0.03% | +18+0.9% | Added |
| Brighton Jones LLC | 2,049 | $213.0K | 0.01% | +132+6.9% | Added |
| De Burlo Group Inc | 2,063 | $214.0K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 2,075 | $215.0K | 0.10% | −100−4.6% | Reduced |
| BBR Partners, LLC | 2,068 | $215.0K | 0.03% | −62−2.9% | Reduced |
| JLB & Associates Inc | 2,075 | $215.0K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,090 | $217.0K | 0.04% | +3+0.1% | Added |
| Ascent Wealth Partners, LLC | 2,095 | $217.0K | 0.04% | +2,095 | New |
| Uncommon Cents Investing LLC | 2,100 | $218.0K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,125 | $221.0K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,131 | $221.0K | 0.01% | +47+2.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,141 | $222.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,160 | $224.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,173 | $225.5K | 0.02% | +25+1.2% | Added |