Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 1,360 institutions
Q1 2021: 1,334 institutionsQ2 2021: 1,344 institutionsQ3 2021: 1,329 institutionsQ4 2021: 1,360 institutionsQ1 2022: 1,345 institutionsQ2 2022: 1,329 institutionsQ3 2022: 1,345 institutionsQ4 2022: 1,433 institutionsQ1 2023: 1,436 institutionsQ2 2023: 1,476 institutionsQ3 2023: 1,491 institutionsQ4 2023: 1,592 institutionsQ1 2024: 1,646 institutionsQ2 2024: 1,669 institutionsQ3 2024: 1,727 institutionsQ4 2024: 1,904 institutionsQ1 2025: 1,940 institutionsQ2 2025: 1,848 institutionsQ3 2025: 1,736 institutionsQ4 2025: 1,401 institutionsQ1 2026: 1,264 institutionsQ2 2026: 1,152 institutions
Value heldQ4 2021: $61.4B
Q1 2021: $73.5BQ2 2021: $64.3BQ3 2021: $65.1BQ4 2021: $61.4BQ1 2022: $58.7BQ2 2022: $50.9BQ3 2022: $53.5BQ4 2022: $56.6BQ1 2023: $63.4BQ2 2023: $69.9BQ3 2023: $61.6BQ4 2023: $71.6BQ1 2024: $85.2BQ2 2024: $77.4BQ3 2024: $92.3BQ4 2024: $105.8BQ1 2025: $112.4BQ2 2025: $84.5BQ3 2025: $62.2BQ4 2025: $32.2BQ1 2026: $26.0BQ2 2026: $23.4B
Institutions holding FISV and their total value by quarter
QuarterHoldersValue
Q2 20261,152$23.4B
Q1 20261,264$26.0B
Q4 20251,401$32.2B
Q3 20251,736$62.2B
Q2 20251,848$84.5B
Q1 20251,940$112.4B
Q4 20241,904$105.8B
Q3 20241,727$92.3B
Q2 20241,669$77.4B
Q1 20241,646$85.2B
Q4 20231,592$71.6B
Q3 20231,491$61.6B
Q2 20231,476$69.9B
Q1 20231,436$63.4B
Q4 20221,433$56.6B
Q3 20221,345$53.5B
Q2 20221,329$50.9B
Q1 20221,345$58.7B
Q4 20211,360$61.4B
Q3 20211,329$65.1B
Q2 20211,344$64.3B
Q1 20211,334$73.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q3 2021.

Institutions holding FISV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Schechter Investment Advisors, LLC2,185$226.0K0.02%+2,185New
Sepio Capital, LP2,188$227.0K0.02%−272−11.1%Reduced
Penobscot Investment Management Company, Inc.2,200$228.0K0.03%00.0%Unchanged
Richard P Slaughter Associates Inc2,200$228.0K0.08%00.0%Unchanged
Acadian Asset Management LLC2,216$229.0K0.00%00.0%Unchanged
Rockland Trust Co2,217$230.0K0.01%+2,217New
Badgley Phelps Wealth Managers, LLC2,225$231.0K0.01%−151−6.4%Reduced
Fairhaven Wealth Management, LLC2,224$231.0K0.09%00.0%Unchanged
Segall Bryant & Hamill, LLC2,250$234.0K0.00%−1,266−36.0%Reduced
CoreCap Advisors, LLC2,260$235.0K0.02%+2,260New
Chickasaw Capital Management LLC2,274$236.0K0.01%−303−11.8%Reduced
Stonebridge Capital Advisors LLC2,277$236.0K0.03%+66+3.0%Added
Princeton Global Asset Management LLC2,300$239.0K0.07%00.0%Unchanged
Western Wealth Management, LLC2,374$239.0K0.02%+2,374New
Schnieders Capital Management LLC2,331$242.0K0.06%+2,331New
WealthPLAN Partners, LLC2,296$243.0K0.02%−200−8.0%Reduced
Balasa Dinverno & Foltz LLC2,363$245.0K0.02%−74−3.0%Reduced
TD Private Client Wealth LLC2,362$245.2K0.01%−60−2.5%Reduced
Yarbrough Capital, LLC2,370$246.0K0.01%+2,370New
Mark Sheptoff Financial Planning, LLC2,376$247.0K0.12%00.0%Unchanged
Brooktree Capital Management2,379$247.0K0.15%+2,379New
Dearborn Partners LLC2,400$249.0K0.01%00.0%Unchanged
Corundum Group, Inc.2,400$249.0K0.16%+2,400New
West Family Investments, Inc.2,396$249.0K0.07%+2,396New
Fort Pitt Capital Group, LLC2,402$249.0K0.01%+2,402New
Evermay Wealth Management LLC2,416$251.0K0.04%00.0%Unchanged
Trust Co of Virginia2,420$251.0K0.03%+2,420New
Principal Street Partners, LLC2,425$252.0K0.06%−365−13.1%Reduced
Alphasimplex Group, LLC2,438$253.0K0.43%−3,699−60.3%Reduced
Janney Capital Management LLC2,440$253.0K0.02%00.0%Unchanged
Proficio Capital Partners LLC2,441$253.0K0.04%+52+2.2%Added
Columbia Trust Co 010120162,334$254.0K0.13%00.0%Unchanged
KCM Investment Advisors LLC2,443$254.0K0.01%+2,443New
Quest Capital Management Inc2,456$255.0K0.04%−613−20.0%Reduced
IFP Advisors, Inc2,405$256.0K0.01%+433+22.0%Added
Arrow Financial Corp2,475$257.0K0.03%00.0%Unchanged
Montis Financial, LLC2,480$257.0K0.19%+2,480New
Putnam Investments LLC2,497$259.0K0.00%−39,619−94.1%Reduced
Greenwich Investment Management, Inc.2,508$260.0K0.18%+2,508New
Benjamin F. Edwards & Company, Inc.2,519$261.0K0.01%+246+10.8%Added
Riverwater Partners LLC2,521$262.0K0.23%+2,521New
Northwest Bancshares, Inc.2,541$264.0K0.05%−143−5.3%Reduced
Leavell Investment Management, Inc.2,545$264.0K0.02%−33−1.3%Reduced
Carlson Capital Management2,541$264.0K0.02%−25−1.0%Reduced
Steward Financial Group LLC2,552$264.0K0.24%+2,552New
WBH Advisory Inc2,572$267.0K0.03%+150+6.2%Added
State of Wyoming2,576$267.0K0.12%+2,576New
Centaurus Financial, Inc.2,578$268.0K0.02%−50−1.9%Reduced
FDx Advisors, Inc.2,596$269.0K0.01%−223−7.9%Reduced
Patriot Financial Group Insurance Agency, LLC2,605$270.0K0.04%−128−4.7%Reduced
Arete Wealth Advisors, LLC2,535$272.0K0.02%+98+4.0%Added
Lifeworks Advisors, LLC2,634$273.0K0.22%+2,634New
Arcadia Investment Management Corp2,652$275.0K0.05%+852+47.3%Added
Meyer Handelman Co2,668$277.0K0.01%+68+2.6%Added
Peloton Wealth Strategists2,675$278.0K0.11%−118−4.2%Reduced
Holderness Investments Co2,685$279.0K0.08%00.0%Unchanged
9258 Wealth Management, LLC2,691$279.0K0.06%+56+2.1%Added
Ipswich Investment Management Co., Inc.2,695$280.0K0.07%00.0%Unchanged
Congress Wealth Management LLC2,695$280.0K0.01%+2,695New
Townsend & Associates, Inc2,588$282.0K0.15%+2,588New
Investment Management of Virginia LLC2,730$283.0K0.05%+2,730New
Marshall Financial Group LLC2,724$283.0K0.10%+2,724New
Investors Asset Management of Georgia Inc2,733$284.0K0.14%+300+12.3%Added
Strategic Wealth Partners, Ltd.2,743$285.0K0.05%−658−19.3%Reduced
Ellevest, Inc.2,787$289.0K0.03%−517−15.6%Reduced
MONECO Advisors, LLC2,718$289.0K0.11%+6+0.2%Added
Compagnie Lombard Odier SCmA2,780$289.0K0.01%+1,780+178.0%Added
Barings LLC2,812$292.0K0.01%+71+2.6%Added
Clearwater Capital Advisors, LLC2,820$293.0K0.03%−100−3.4%Reduced
Seeyond2,830$293.0K0.03%00.0%Unchanged
Norwood Financial Corp2,825$293.0K0.41%+2,825New
Old Port Advisors2,697$294.0K0.10%−221−7.6%Reduced
CRA Financial Services, LLC2,843$295.0K0.09%+49+1.8%Added
Ingalls & Snyder LLC2,855$296.0K0.01%00.0%Unchanged
Lebenthal Global Advisors, LLC2,856$296.0K0.12%+2,856New
Old National Bancorp2,873$298.0K0.01%−125−4.2%Reduced
Williams Jones Wealth Management, LLC.2,870$298.0K0.00%00.0%Unchanged
Epiq Partners, LLC2,880$299.0K0.16%−400−12.2%Reduced
Whittier Trust Co of Nevada Inc2,894$300.0K0.01%+138+5.0%Added
Chicago Partners Investment Group LLC3,082$302.0K0.02%+580+23.2%Added
Kayne Anderson Rudnick Investment Management LLC2,936$305.0K0.00%00.0%Unchanged
Stephenson National Bank & Trust2,999$311.0K0.18%+396+15.2%Added
Game Creek Capital, LP3,000$311.0K0.16%+3,000New
Waypoint Capital Advisors, LLC3,000$311.0K0.21%+3,000New
Heron Financial Group, LLC2,869$312.0K0.17%−127−4.2%Reduced
JGP Wealth Management, LLC2,896$314.0K0.06%+12+0.4%Added
Arden Trust Co3,028$314.0K0.05%+3,028New
Penserra Capital Management LLC3,075$318.0K0.01%+626+25.6%Added
MAI Capital Management3,063$318.0K0.01%+3,063New
Exane Derivatives3,068$318.4K0.08%+3,039+10,479.3%Added
Gladstone Institutional Advisory LLC3,075$319.0K0.02%+3,075New
Avantax Advisory Services, Inc.3,082$320.0K0.00%+260+9.2%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,090$321.0K0.09%−1,177−27.6%Reduced
Folger Nolan Fleming Douglas Capital Management, Inc3,090$321.0K0.03%00.0%Unchanged
Endurance Wealth Management, Inc.3,107$322.0K0.03%00.0%Unchanged
ERn Financial, LLC3,146$327.0K0.07%00.0%Unchanged
Coastal Investment Advisors, Inc.3,148$327.0K0.07%+453+16.8%Added
Provident Trust Co3,184$330.0K0.01%00.0%Unchanged
NorthRock Partners, LLC3,182$330.0K0.02%+3,182New
Forte Capital LLC3,188$331.0K0.04%−110−3.3%Reduced