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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 3,193 | $331.0K | 0.02% | +145+4.8% | Added |
| Marotta Asset Management | 3,200 | $332.1K | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,247 | $337.0K | 0.00% | −375−10.4% | Reduced |
| Los Angeles Capital Management LLC | 3,252 | $338.0K | 0.00% | −884−21.4% | Reduced |
| DMG Group, LLC | 3,440 | $344.0K | 0.30% | +3,440 | New |
| Essex Financial Services, Inc. | 3,320 | $345.0K | 0.03% | +107+3.3% | Added |
| Pflug Koory, LLC | 3,365 | $349.0K | 0.18% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 3,388 | $352.0K | 0.01% | −434,545−99.2% | Reduced |
| Greenup Street Wealth Management LLC | 3,396 | $352.0K | 0.21% | +3,396 | New |
| Paradigm Asset Management Co LLC | 3,400 | $352.9K | 0.09% | −400−10.5% | Reduced |
| Hoylecohen, LLC | 3,405 | $353.0K | 0.03% | −1,041−23.4% | Reduced |
| Schmidt P J Investment Management Inc | 3,346 | $354.0K | 0.07% | −552−14.2% | Reduced |
| Quadrant Capital Group LLC | 3,439 | $357.0K | 0.04% | −374−9.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,446 | $358.0K | 0.01% | −612−15.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,510 | $364.0K | 0.02% | −684−16.3% | Reduced |
| Mystic Asset Management, Inc. | 3,516 | $364.0K | 0.17% | +3,516 | New |
| Front Barnett Associates LLC | 3,555 | $369.0K | 0.03% | −14,763−80.6% | Reduced |
| TRUE Private Wealth Advisors | 3,565 | $370.0K | 0.05% | −275−7.2% | Reduced |
| Sandy Spring Bank | 3,568 | $371.0K | 0.02% | +350+10.9% | Added |
| Opal Wealth Advisors, LLC | 3,594 | $373.0K | 0.24% | +974+37.2% | Added |
| YHB Investment Advisors, Inc. | 3,654 | $379.0K | 0.03% | −14−0.4% | Reduced |
| Ballentine Partners, LLC | 3,661 | $380.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 3,558 | $383.0K | 0.05% | +66+1.9% | Added |
| Thrive Wealth Management, LLC | 3,686 | $383.0K | 0.13% | +3,686 | New |
| Proequities, Inc. | 3,697 | $384.0K | 0.02% | +985+36.3% | Added |
| Wade G W & Inc | 3,721 | $386.0K | 0.02% | −270−6.8% | Reduced |
| Edgestream Partners, L.P. | 3,757 | $390.0K | 0.02% | −1,273−25.3% | Reduced |
| Boston Financial Mangement LLC | 3,767 | $391.0K | 0.01% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,771 | $391.0K | 0.34% | +682+22.1% | Added |
| Two Sigma Securities, LLC | 3,768 | $391.0K | 0.08% | +1,876+99.2% | Added |
| Haverford Trust Co | 3,782 | $393.0K | 0.00% | −382−9.2% | Reduced |
| DuPont Capital Management Corp | 3,809 | $395.0K | 0.01% | −2,035−34.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,825 | $397.0K | 0.02% | −28−0.7% | Reduced |
| Symmetry Partners, LLC | 3,849 | $399.0K | 0.03% | −365−8.7% | Reduced |
| Pegasus Partners Ltd. | 3,850 | $400.0K | 0.07% | +414+12.0% | Added |
| Waldron Private Wealth LLC | 3,896 | $404.0K | 0.02% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,902 | $405.0K | 0.17% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,905 | $405.0K | 0.01% | +654+20.1% | Added |
| Intersect Capital LLC | 3,910 | $406.0K | 0.07% | −141−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,908 | $406.0K | 0.03% | +3,908 | New |
| Fortem Financial Group, LLC | 3,991 | $414.0K | 0.19% | −419−9.5% | Reduced |
| Covey Capital Advisors, LLC | 3,994 | $415.0K | 0.33% | −1,339−25.1% | Reduced |
| RBF Capital, LLC | 4,000 | $415.0K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,012 | $416.0K | 0.05% | +5+0.1% | Added |
| Principle Wealth Partners LLC | 4,010 | $416.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 4,030 | $418.0K | 0.03% | −39,028−90.6% | Reduced |
| Minot Wealth Management LLC | 4,033 | $419.0K | 0.08% | −206−4.9% | Reduced |
| WMS Partners, LLC | 4,049 | $420.0K | 0.09% | −35−0.9% | Reduced |
| Engine No. 1 LLC | 4,067 | $422.0K | 0.09% | +855+26.6% | Added |
| First Manhattan Co | 4,080 | $423.0K | 0.00% | −854−17.3% | Reduced |
| Canandaigua National Corp | 4,078 | $423.0K | 0.06% | −131−3.1% | Reduced |
| Bryn Mawr Trust Co | 4,076 | $423.0K | 0.02% | +4,076 | New |
| Fiera Capital Corp | 4,084 | $424.0K | 0.00% | −363−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,084 | $424.0K | 0.01% | +197+5.1% | Added |
| Smith, Moore & Co. | 4,085 | $424.0K | 0.06% | +1,920+88.7% | Added |
| First Heartland Consultants, Inc. | 4,088 | $424.0K | 0.06% | +4,088 | New |
| Orion Portfolio Solutions, LLC | 4,124 | $428.0K | 0.01% | +503+13.9% | Added |
| Semmax Financial Advisors Inc. | 4,131 | $429.0K | 0.16% | +1,019+32.7% | Added |
| Wambolt & Associates, LLC | 4,157 | $431.0K | 0.16% | −402−8.8% | Reduced |
| Connectus Wealth, LLC | 4,162 | $432.0K | 0.02% | +4,162 | New |
| Fishman Jay A Ltd | 4,180 | $433.8K | 0.05% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,101 | $436.0K | 0.17% | −1,195−22.6% | Reduced |
| First National Bank & Trust Co of Newtown | 4,280 | $444.0K | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,275 | $444.0K | 0.03% | +4,275 | New |
| Checchi Capital Advisers, LLC | 4,283 | $445.0K | 0.05% | −68−1.6% | Reduced |
| Horizon Investments, LLC | 4,290 | $445.0K | 0.01% | +343+8.7% | Added |
| Apollon Wealth Management, LLC | 4,283 | $445.0K | 0.04% | +4,283 | New |
| Citizens National Bank Trust Department | 4,300 | $446.0K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,310 | $447.0K | 0.01% | −100−2.3% | Reduced |
| Zeke Capital Advisors, LLC | 4,304 | $447.0K | 0.03% | +530+14.0% | Added |
| Kovack Advisors, Inc. | 4,308 | $447.0K | 0.04% | +661+18.1% | Added |
| Grandfield & Dodd, LLC | 4,328 | $450.0K | 0.03% | +217+5.3% | Added |
| KCS Wealth Advisory | 4,380 | $455.0K | 0.18% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 4,432 | $460.0K | 0.00% | −1,140−20.5% | Reduced |
| Cubist Systematic Strategies, LLC | 4,428 | $460.0K | 0.00% | +2,989+207.7% | Added |
| Parallel Advisors, LLC | 4,441 | $461.0K | 0.02% | −768−14.7% | Reduced |
| MBB Public Markets I LLC | 4,446 | $461.0K | 0.01% | +4,446 | New |
| Jones Financial Companies LLLP | 4,454 | $462.0K | 0.00% | −457−9.3% | Reduced |
| Kinneret Advisory, LLC | 4,451 | $462.0K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 4,447 | $462.0K | 0.44% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,450 | $462.0K | 0.20% | +50+1.1% | Added |
| St Germain D J Co Inc | 4,469 | $464.0K | 0.03% | −254−5.4% | Reduced |
| Pathstone Family Office, LLC | 4,478 | $465.0K | 0.01% | −4,683−51.1% | Reduced |
| Condor Capital Management | 4,494 | $466.0K | 0.05% | −302−6.3% | Reduced |
| Drive Wealth Management, LLC | 4,489 | $466.0K | 0.41% | +4,489 | New |
| SG3 Management, LLC | 4,500 | $467.0K | 0.05% | +4,500 | New |
| Canada Pension Plan Investment Board | 4,512 | $468.0K | 0.00% | −24,398−84.4% | Reduced |
| Optas, LLC | 4,517 | $469.0K | 0.13% | −58−1.3% | Reduced |
| Personal Capital Advisors Corp | 4,532 | $470.0K | 0.00% | +30+0.7% | Added |
| B. Riley Wealth Management, Inc. | 4,580 | $475.0K | 0.03% | −55−1.2% | Reduced |
| Citadel Investment Advisory, Inc. | 4,581 | $475.0K | 0.28% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,589 | $480.0K | 0.05% | +1,993+76.8% | Added |
| Monetary Management Group Inc | 4,650 | $483.0K | 0.12% | +650+16.3% | Added |
| Engineers Gate Manager LP | 4,679 | $486.0K | 0.02% | −46,807−90.9% | Reduced |
| Central Trust Co | 4,684 | $486.0K | 0.01% | +20+0.4% | Added |
| United Community Bank | 4,685 | $486.3K | 0.49% | +4,685 | New |
| Pendal Group Limited | 4,695 | $487.0K | 0.00% | −68−1.4% | Reduced |
| Caldwell Trust Co | 4,725 | $490.4K | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 4,735 | $491.0K | 0.03% | +75+1.6% | Added |
| Paragon Capital Management Ltd | 4,800 | $498.0K | 0.08% | 00.0% | Unchanged |