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 |
|---|---|---|---|---|---|
| Disciplined Growth Investors Inc | 4,833 | $502.0K | 0.01% | +4,833 | New |
| Edgemoor Investment Advisors, Inc. | 4,862 | $505.0K | 0.05% | −80−1.6% | Reduced |
| Bartlett & Co. LLC | 4,868 | $505.0K | 0.01% | +370+8.2% | Added |
| Bartlett & Co. Wealth Management LLC | 4,868 | $505.2K | 0.01% | +370+8.2% | Added |
| Ellis Investment Partners, LLC | 4,880 | $506.0K | 0.12% | −100−2.0% | Reduced |
| Richard Bernstein Advisors LLC | 4,882 | $507.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,896 | $508.0K | 0.21% | +1,540+45.9% | Added |
| Intellectus Partners, LLC | 4,902 | $509.0K | 0.13% | −58−1.2% | Reduced |
| Santori & Peters | 4,907 | $509.0K | 0.27% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,935 | $512.0K | 0.02% | +4,935 | New |
| Integrated Investment Consultants, LLC | 4,955 | $514.0K | 0.14% | −2,690−35.2% | Reduced |
| Whittier Trust Co | 4,961 | $515.0K | 0.01% | −2,060−29.3% | Reduced |
| Dryden Capital, LLC | 5,000 | $519.0K | 0.37% | +5,000 | New |
| Keybank National Association | 5,012 | $520.0K | 0.00% | −990−16.5% | Reduced |
| Modera Wealth Management, LLC | 5,010 | $520.0K | 0.02% | +5,010 | New |
| Tortoise Index Solutions, LLC | 5,034 | $522.0K | 0.11% | −279−5.3% | Reduced |
| Ironsides Asset Advisors, LLC | 5,045 | $524.0K | 0.14% | +565+12.6% | Added |
| Hamilton Capital, LLC | 5,050 | $524.0K | 0.04% | +5,050 | New |
| Retirement Planning Co of New England, Inc. | 5,080 | $527.0K | 0.26% | +5,080 | New |
| Forbes J M & Co LLP | 5,125 | $532.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,122 | $532.0K | 0.15% | +5,122 | New |
| Concorde Asset Management, LLC | 5,131 | $533.0K | 0.33% | −334−6.1% | Reduced |
| Boston Family Office LLC | 5,139 | $533.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,149 | $534.0K | 0.01% | −1,825−26.2% | Reduced |
| AIA Group Ltd | 5,141 | $534.0K | 0.03% | +1,110+27.5% | Added |
| Baldwin Brothers Inc | 5,175 | $537.0K | 0.05% | −200−3.7% | Reduced |
| Levin Capital Strategies, L.P. | 5,200 | $540.0K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,197 | $540.0K | 0.15% | +5,197 | New |
| Bridge Advisory, LLC | 5,200 | $540.0K | 0.24% | +5,200 | New |
| Roberts Glore & Co Inc | 5,261 | $546.0K | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,282 | $548.0K | 0.01% | +439+9.1% | Added |
| Sompo Asset Management Co., Ltd. | 5,340 | $554.0K | 0.11% | −410−7.1% | Reduced |
| Mutual Advisors, LLC | 5,347 | $555.0K | 0.03% | +801+17.6% | Added |
| Vista Investment Management | 5,363 | $557.0K | 0.30% | +486+10.0% | Added |
| Bridgefront Capital, LLC | 5,390 | $559.0K | 0.54% | +5,390 | New |
| NBT Bank N A | 5,443 | $565.0K | 0.07% | −20−0.4% | Reduced |
| Clear Perspective Advisors, LLC | 5,469 | $568.0K | 0.17% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,514 | $572.0K | 0.41% | +5,514 | New |
| Clarius Group, LLC | 5,516 | $573.0K | 0.05% | −828−13.1% | Reduced |
| Tectonic Advisors LLC | 5,553 | $576.0K | 0.10% | +994+21.8% | Added |
| Conning Inc. | 5,569 | $578.0K | 0.02% | −711−11.3% | Reduced |
| Transcend Wealth Collective, LLC | 5,610 | $582.0K | 0.05% | −2,750−32.9% | Reduced |
| Hilltop Holdings Inc. | 5,610 | $583.0K | 0.06% | +907+19.3% | Added |
| EP Wealth Advisors, LLC | 5,679 | $589.0K | 0.01% | +3,236+132.5% | Added |
| Trust Asset Management LLC | 5,690 | $591.0K | 0.07% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,745 | $596.0K | 0.24% | −4,086−41.6% | Reduced |
| Copperwynd Financial, LLC | 5,745 | $596.0K | 0.23% | −100−1.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,756 | $597.0K | 0.11% | −5,900−50.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,783 | $600.0K | 0.05% | −1,200−17.2% | Reduced |
| Chase Investment Counsel Corp | 5,795 | $601.0K | 0.24% | −4,140−41.7% | Reduced |
| Sigma Planning Corp | 5,829 | $605.0K | 0.02% | −596−9.3% | Reduced |
| XTX Topco Ltd | 5,835 | $606.0K | 0.34% | −3,783−39.3% | Reduced |
| Boston Private Wealth LLC | 5,840 | $606.0K | 0.01% | −1,773−23.3% | Reduced |
| Assenagon Asset Management S.A. | 5,835 | $606.0K | 0.00% | −253−4.2% | Reduced |
| Rehmann Capital Advisory Group | 5,858 | $608.0K | 0.06% | −296−4.8% | Reduced |
| Aurora Investment Counsel | 5,880 | $610.0K | 0.36% | −5,544−48.5% | Reduced |
| Lafayette Investments, Inc. | 5,874 | $610.0K | 0.15% | −500−7.8% | Reduced |
| Boston Trust Walden Corp | 5,893 | $612.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,900 | $612.0K | 0.19% | +5,900 | New |
| Maryland Capital Management | 5,910 | $613.0K | 0.03% | −249,158−97.7% | Reduced |
| Parsons Capital Management Inc | 5,910 | $613.0K | 0.04% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,925 | $615.0K | 0.08% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,971 | $620.0K | 0.43% | −1,892−24.1% | Reduced |
| Evergreen Capital Management LLC | 6,006 | $623.0K | 0.02% | −18,452−75.4% | Reduced |
| Cito Capital Group, LLC | 6,000 | $623.0K | 0.26% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 6,060 | $629.0K | 0.30% | +6,060 | New |
| Flagship Harbor Advisors, LLC | 6,112 | $634.0K | 0.06% | −2,011−24.8% | Reduced |
| Shepherd Financial Partners LLC | 6,105 | $634.0K | 0.11% | −106−1.7% | Reduced |
| Federated Hermes, Inc. | 6,168 | $640.0K | 0.00% | −2,345−27.5% | Reduced |
| Coldstream Capital Management Inc | 6,217 | $645.0K | 0.02% | +3,228+108.0% | Added |
| Appleton Partners Inc | 6,264 | $650.0K | 0.05% | −26,588−80.9% | Reduced |
| Eukles Asset Management | 6,259 | $650.0K | 0.31% | +67+1.1% | Added |
| Fragasso Group Inc. | 6,275 | $651.0K | 0.08% | +6,275 | New |
| Partners Group Holding AG | 6,299 | $654.0K | 0.03% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,306 | $654.0K | 0.15% | +6,306 | New |
| Telemus Capital, LLC | 6,326 | $657.0K | 0.05% | −22,020−77.7% | Reduced |
| Savant Capital, LLC | 6,367 | $661.0K | 0.02% | +434+7.3% | Added |
| CoreFirst Bank & Trust | 6,400 | $664.0K | 0.43% | 00.0% | Unchanged |
| Assetmark, Inc | 6,402 | $664.0K | 0.00% | +479+8.1% | Added |
| Stokes Family Office, LLC | 6,434 | $668.0K | 0.08% | +55+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 6,457 | $670.0K | 0.05% | +488+8.2% | Added |
| Forum Financial Management, LP | 6,477 | $672.0K | 0.03% | +6,477 | New |
| First Washington CORP | 6,500 | $675.0K | 0.26% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,587 | $684.0K | 0.11% | +122+1.9% | Added |
| Kingsview Wealth Management, LLC | 6,605 | $686.0K | 0.03% | −2,000−23.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $687.0K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,646 | $690.0K | 0.15% | −179−2.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 6,690 | $694.0K | 0.09% | +4,577+216.6% | Added |
| Wesbanco Bank Inc | 6,700 | $695.0K | 0.03% | −300−4.3% | Reduced |
| Harbour Investments, Inc. | 6,705 | $696.0K | 0.04% | −8,839−56.9% | Reduced |
| Thoroughbred Financial Services, LLC | 6,707 | $696.0K | 0.15% | −8,394−55.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,720 | $697.0K | 0.63% | +6,720 | New |
| Veracity Capital LLC | 6,783 | $704.0K | 0.28% | +4,262+169.1% | Added |
| Penbrook Management LLC | 6,791 | $705.0K | 0.42% | −500−6.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,797 | $705.0K | 0.23% | −20.0% | Reduced |
| Acas, LLC | 6,800 | $706.0K | 1.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,828 | $709.0K | 0.08% | +2,353+52.6% | Added |
| Gotham Asset Management, LLC | 6,875 | $714.0K | 0.02% | −48,697−87.6% | Reduced |
| Aureus Asset Management, LLC | 6,880 | $714.0K | 0.04% | +50+0.7% | Added |
| Orrstown Financial Services Inc | 6,584 | $714.0K | 1.09% | −164−2.4% | Reduced |