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 |
|---|---|---|---|---|---|
| Bank of Stockton | 6,899 | $716.0K | 0.21% | −26−0.4% | Reduced |
| Jump Financial, LLC | 6,982 | $724.0K | 0.05% | +6,982 | New |
| ASB Consultores, LLC | 6,994 | $726.0K | 0.36% | +6,994 | New |
| Sawtooth Solutions, LLC | 7,022 | $728.0K | 0.08% | +3,186+83.1% | Added |
| Townsend Asset Management Corp | 7,045 | $731.0K | 0.35% | −39−0.6% | Reduced |
| Sadoff Investment Management LLC | 7,133 | $740.0K | 0.04% | −87−1.2% | Reduced |
| VeraBank, N.A. | 7,130 | $740.0K | 0.37% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,126 | $740.0K | 0.03% | +229+3.3% | Added |
| Addison Advisors LLC | 7,132 | $740.0K | 0.46% | +4,072+133.1% | Added |
| Fortis Capital Management LLC | 7,157 | $743.0K | 0.39% | +462+6.9% | Added |
| Chesapeake Wealth Management | 7,203 | $747.0K | 0.25% | −1,000−12.2% | Reduced |
| Cresset Asset Management, LLC | 7,266 | $755.0K | 0.01% | −3,447−32.2% | Reduced |
| Nicolet Bankshares Inc | 7,287 | $756.0K | 0.17% | −1,728−19.2% | Reduced |
| City Holding Co | 7,748 | $757.0K | 0.13% | −3,009−28.0% | Reduced |
| Sand Hill Global Advisors, LLC | 7,291 | $757.0K | 0.04% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,319 | $760.0K | 0.02% | −9−0.1% | Reduced |
| Independent Advisor Alliance | 7,326 | $760.0K | 0.04% | +1,145+18.5% | Added |
| Meritage Portfolio Management | 7,329 | $761.0K | 0.04% | −760−9.4% | Reduced |
| Vestcor Inc | 7,356 | $763.0K | 0.03% | −1,489−16.8% | Reduced |
| Manchester Capital Management LLC | 7,352 | $763.0K | 0.10% | +142+2.0% | Added |
| Abacus Wealth Partners, LLC | 7,357 | $763.6K | 0.27% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,404 | $768.0K | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,409 | $769.0K | 0.04% | −362−4.7% | Reduced |
| Tandem Capital Management Corp | 7,505 | $779.0K | 0.45% | −787−9.5% | Reduced |
| Johnson Investment Counsel Inc | 7,565 | $785.0K | 0.01% | −1,255−14.2% | Reduced |
| Stratos Wealth Partners, LTD. | 7,569 | $786.0K | 0.02% | −8−0.1% | Reduced |
| Spinnaker Trust | 7,593 | $788.0K | 0.05% | 00.0% | Unchanged |
| Stevard, LLC | 7,600 | $789.0K | 0.56% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,600 | $789.0K | 0.31% | +7,600 | New |
| New England Research & Management, Inc. | 7,691 | $798.0K | 0.39% | −75−1.0% | Reduced |
| Virtu Financial LLC | 7,703 | $799.0K | 0.08% | +7,703 | New |
| Archford Capital Strategies, LLC | 7,746 | $804.0K | 0.18% | −534−6.4% | Reduced |
| Blume Capital Management, Inc. | 7,775 | $807.0K | 0.27% | +7,375+1,843.8% | Added |
| Wintrust Investments LLC | 7,783 | $808.0K | 0.08% | +7,783 | New |
| Integrated Advisors Network LLC | 7,798 | $809.0K | 0.05% | +246+3.3% | Added |
| Washington Trust Co | 7,818 | $811.0K | 0.03% | −325−4.0% | Reduced |
| Midwest Professional Planners, LTD. | 7,810 | $811.0K | 0.39% | −35−0.4% | Reduced |
| American Portfolios Advisors | 7,818 | $811.4K | 0.03% | +197+2.6% | Added |
| Tran Capital Management, L.P. | 7,839 | $814.0K | 0.07% | −246,640−96.9% | Reduced |
| Boston Common Asset Management, LLC | 7,850 | $815.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,936 | $824.0K | 0.02% | −169−2.1% | Reduced |
| MUFG Securities EMEA plc | 8,021 | $832.0K | 0.02% | +8,021 | New |
| Wayfinding Financial, LLC | 8,343 | $836.0K | 0.67% | +8,343 | New |
| Grimes & Company, Inc. | 8,085 | $839.0K | 0.04% | +12+0.1% | Added |
| Accurate Wealth Management, LLC | 5,899 | $847.0K | 0.70% | −15−0.3% | Reduced |
| ICW Investment Advisors LLC | 8,169 | $848.0K | 0.47% | +694+9.3% | Added |
| First Nebraska Trust Co | 8,245 | $855.7K | 0.10% | +10+0.1% | Added |
| Smithfield Trust Co | 8,262 | $857.0K | 0.05% | −82−1.0% | Reduced |
| Malaga Cove Capital, LLC | 8,339 | $866.0K | 0.34% | 00.0% | Unchanged |
| American Century Companies Inc | 8,357 | $867.0K | 0.00% | +1,079+14.8% | Added |
| Venture Visionary Partners LLC | 8,375 | $869.0K | 0.06% | −1,685−16.7% | Reduced |
| Intelligence Driven Advisers, LLC | 8,665 | $876.0K | 0.16% | +8,665 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,459 | $878.0K | 0.04% | +4,517+114.6% | Added |
| Mitchell Capital Management Co | 8,522 | $884.0K | 0.18% | −2,697−24.0% | Reduced |
| Fort, L.P. | 8,576 | $890.0K | 0.29% | +1,595+22.8% | Added |
| Fairfield, Bush & Co. | 8,640 | $897.0K | 0.43% | −210−2.4% | Reduced |
| American National Insurance Co | 8,680 | $901.0K | 0.20% | −55,800−86.5% | Reduced |
| Kathmere Capital Management, LLC | 8,686 | $902.0K | 0.16% | −535−5.8% | Reduced |
| Segment Wealth Management, LLC | 8,691 | $902.0K | 0.09% | −384−4.2% | Reduced |
| National Asset Management, Inc. | 8,722 | $906.0K | 0.03% | −23,422−72.9% | Reduced |
| Strong Tower Advisory Services | 8,754 | $909.0K | 0.48% | +1,001+12.9% | Added |
| Peoples Bank | 8,765 | $910.0K | 0.45% | −300−3.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,774 | $911.0K | 0.36% | −1,890−17.7% | Reduced |
| Venturi Wealth Management, LLC | 8,774 | $911.0K | 0.07% | −975−10.0% | Reduced |
| Achmea Investment Management B.V. | 8,865 | $920.0K | 0.04% | −10,425−54.0% | Reduced |
| Koshinski Asset Management, Inc. | 8,870 | $920.6K | 0.07% | −1,382−13.5% | Reduced |
| Key Financial Inc | 8,906 | $924.0K | 0.46% | 00.0% | Unchanged |
| Sun Life Financial INC | 9,036 | $936.0K | 0.03% | +807+9.8% | Added |
| Regal Investment Advisors LLC | 9,066 | $941.0K | 0.08% | +935+11.5% | Added |
| Steinberg Asset Management LLC | 9,164 | $951.0K | 1.16% | −793−8.0% | Reduced |
| Bessemer Group Inc | 9,198 | $954.0K | 0.00% | +3,103+50.9% | Added |
| Shorepoint Capital Partners LLC | 9,302 | $965.0K | 0.39% | +371+4.2% | Added |
| Kowal Investment Group, LLC | 9,293 | $965.0K | 0.29% | +471+5.3% | Added |
| CAPROCK Group, Inc. | 9,311 | $966.0K | 0.08% | +1,247+15.5% | Added |
| Jackson Hole Capital Partners, LLC | 9,341 | $970.0K | 0.30% | −114−1.2% | Reduced |
| SkyOak Wealth, LLC | 9,449 | $981.0K | 0.25% | −99−1.0% | Reduced |
| Brown Capital Management LLC | 9,467 | $983.0K | 0.01% | +1,252+15.2% | Added |
| Lester Murray Antman dba SimplyRich | 9,550 | $991.0K | 0.33% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,580 | $994.0K | 0.15% | −252−2.6% | Reduced |
| Pensionfund DSM Netherlands | 9,600 | $996.0K | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,605 | $997.0K | 0.02% | −216−2.2% | Reduced |
| Echo Street Capital Management LLC | 9,703 | $1.01M | 0.01% | +9,703 | New |
| Empirical Finance, LLC | 9,798 | $1.02M | 0.12% | +2,721+38.4% | Added |
| O'Shaughnessy Asset Management, LLC | 9,858 | $1.02M | 0.02% | +161+1.7% | Added |
| IBM Retirement Fund | 9,943 | $1.03M | 0.13% | −6,955−41.2% | Reduced |
| Occudo Quantitative Strategies LP | 9,955 | $1.03M | 0.09% | +9,955 | New |
| Employees Retirement System of Texas | 10,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 10,000 | $1.04M | 0.72% | +10,000 | New |
| Johnson Financial Group, Inc. | 10,046 | $1.04M | 0.07% | −788−7.3% | Reduced |
| Choate Investment Advisors | 10,060 | $1.04M | 0.06% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 10,068 | $1.04M | 0.34% | +413+4.3% | Added |
| Moloney Securities Asset Management, LLC | 10,090 | $1.05M | 0.18% | +3,719+58.4% | Added |
| Kendall Capital Management | 10,170 | $1.06M | 0.50% | +925+10.0% | Added |
| Ferguson Wellman Capital Management, Inc | 10,188 | $1.06M | 0.03% | −25−0.2% | Reduced |
| AdvisorNet Financial, Inc | 10,229 | $1.06M | 0.07% | −56−0.5% | Reduced |
| Court Place Advisors, LLC | 10,315 | $1.07M | 0.30% | 00.0% | Unchanged |
| JustInvest LLC | 10,435 | $1.08M | 0.06% | −1,459−12.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,510 | $1.09M | 0.41% | +502+5.0% | Added |
| Greenleaf Trust | 10,512 | $1.09M | 0.01% | +528+5.3% | Added |
| Lederer & Associates Investment Counsel | 10,551 | $1.09M | 0.63% | −2,196−17.2% | Reduced |