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 |
|---|---|---|---|---|---|
| LaFleur & Godfrey LLC | 10,605 | $1.10M | 0.14% | +2,655+33.4% | Added |
| Fieldpoint Private Securities, LLC | 10,644 | $1.10M | 0.22% | −30−0.3% | Reduced |
| Burney Co | 10,728 | $1.11M | 0.05% | +98+0.9% | Added |
| Sound Shore Management Inc | 10,755 | $1.12M | 0.03% | −967,744−98.9% | Reduced |
| Foundations Investment Advisors, LLC | 10,452 | $1.13M | 0.04% | +507+5.1% | Added |
| Pitcairn Co | 10,971 | $1.14M | 0.07% | +89+0.8% | Added |
| Column Capital Advisors, LLC | 11,006 | $1.14M | 0.22% | +42+0.4% | Added |
| Lyon Street Capital, LLC | 11,000 | $1.14M | 1.14% | +11,000 | New |
| Harbor Investment Advisory, LLC | 11,050 | $1.15M | 0.15% | +1,919+21.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,009 | $1.15M | 0.00% | −263,082−96.0% | Reduced |
| Abundance Wealth Counselors | 11,204 | $1.16M | 0.30% | +11,204 | New |
| Nicola Wealth Management Ltd. | 11,212 | $1.17M | 0.11% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11,496 | $1.19M | 0.12% | −209−1.8% | Reduced |
| Parkside Financial Bank & Trust | 11,493 | $1.19M | 0.29% | +10,633+1,236.4% | Added |
| Brown Advisory Inc | 11,505 | $1.19M | 0.00% | +312+2.8% | Added |
| Lionsbridge Wealth Management LLC | 11,602 | $1.20M | 1.29% | −321−2.7% | Reduced |
| Granite Investment Partners, LLC | 11,619 | $1.21M | 0.04% | −617−5.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,800 | $1.23M | 0.44% | −39−0.3% | Reduced |
| Barbara Oil Co. | 12,000 | $1.25M | 0.54% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 12,005 | $1.25M | 0.04% | −759−5.9% | Reduced |
| Signaturefd, LLC | 12,086 | $1.25M | 0.04% | +487+4.2% | Added |
| Montecito Bank & Trust | 12,107 | $1.26M | 0.22% | −1,081−8.2% | Reduced |
| Private Capital Advisors, Inc. | 12,250 | $1.27M | 0.20% | 00.0% | Unchanged |
| Annandale Capital, LLC | 12,304 | $1.28M | 0.56% | +12,304 | New |
| AdvisorShares Investments LLC | 12,367 | $1.28M | 0.15% | +2,997+32.0% | Added |
| Toroso Investments, LLC | 12,432 | $1.29M | 0.04% | +1,277+11.4% | Added |
| Callahan Advisors, LLC | 12,465 | $1.29M | 0.15% | 00.0% | Unchanged |
| Paloma Partners Management Co | 12,475 | $1.29M | 0.04% | +12,475 | New |
| Clearstead Advisors, LLC | 12,482 | $1.30M | 0.09% | +2,980+31.4% | Added |
| Graham Capital Wealth Management, LLC | 12,688 | $1.30M | 1.06% | +12,688 | New |
| Newman Dignan & Sheerar, Inc. | 12,543 | $1.30M | 0.39% | −113−0.9% | Reduced |
| Veriti Management LLC | 12,717 | $1.32M | 0.17% | +2,129+20.1% | Added |
| GWM Advisors LLC | 12,769 | $1.32M | 0.02% | +8,757+218.3% | Added |
| Independence Bank of Kentucky | 12,840 | $1.33M | 0.54% | +1,110+9.5% | Added |
| Blueshift Asset Management, LLC | 12,924 | $1.34M | 0.12% | +2,093+19.3% | Added |
| Landaas & Co | 12,969 | $1.35M | 0.72% | −2,720−17.3% | Reduced |
| Gamco Investors, Inc. Et Al | 13,000 | $1.35M | 0.01% | +2,660+25.7% | Added |
| Redpoint Investment Management Pty Ltd | 13,114 | $1.36M | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,250 | $1.38M | 0.02% | +782+6.3% | Added |
| Cigna Investments Inc | 13,466 | $1.40M | 0.11% | −4,827−26.4% | Reduced |
| WESPAC Advisors, LLC | 13,522 | $1.40M | 0.94% | +547+4.2% | Added |
| Freestone Capital Holdings, LLC | 13,817 | $1.43M | 0.06% | +3,362+32.2% | Added |
| Financial Advocates Investment Management | 13,879 | $1.45M | 0.10% | −347−2.4% | Reduced |
| Howland Capital Management LLC | 13,972 | $1.45M | 0.07% | +16+0.1% | Added |
| HB Wealth Management, LLC | 13,974 | $1.45M | 0.03% | +13,974 | New |
| Dean Investment Associates, LLC | 13,999 | $1.45M | 0.26% | −988−6.6% | Reduced |
| Ifrah Financial Services, Inc. | 14,153 | $1.47M | 0.39% | −57−0.4% | Reduced |
| Veritable, L.P. | 14,155 | $1.47M | 0.02% | +206+1.5% | Added |
| Birch Capital Management, LLC | 14,208 | $1.48M | 0.88% | −562−3.8% | Reduced |
| Girard Partners Ltd. | 14,252 | $1.48M | 0.16% | +3,141+28.3% | Added |
| Brookstone Capital Management | 13,615 | $1.48M | 0.03% | +2,086+18.1% | Added |
| Jacobi Capital Management LLC | 14,427 | $1.50M | 0.18% | −216−1.5% | Reduced |
| Fayez Sarofim & Co | 14,444 | $1.50M | 0.00% | −1,200−7.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 14,376 | $1.50M | 0.14% | −13,084−47.6% | Reduced |
| Banque Cantonale Vaudoise | 14,517 | $1.51M | 0.06% | +1,898+15.0% | Added |
| Pinnacle Associates Ltd | 14,557 | $1.51M | 0.03% | −1,623−10.0% | Reduced |
| Fairbanks Capital Management, Inc. | 14,558 | $1.51M | 1.10% | +54+0.4% | Added |
| Wetherby Asset Management Inc | 14,568 | $1.51M | 0.09% | +1,027+7.6% | Added |
| Cornercap Investment Counsel Inc | 14,604 | $1.52M | 0.22% | −946−6.1% | Reduced |
| Duncker Streett & Co Inc | 14,674 | $1.52M | 0.26% | −901−5.8% | Reduced |
| Beck Bode, LLC | 14,692 | $1.52M | 0.38% | +685+4.9% | Added |
| Cary Street Partner Investment Advisory LLC | 14,831 | $1.54M | 0.43% | +3,627+32.4% | Added |
| We Are One Seven, LLC | 14,838 | $1.54M | 0.16% | −702−4.5% | Reduced |
| Panagora Asset Management Inc | 14,958 | $1.55M | 0.01% | −4,563−23.4% | Reduced |
| Altrafin AG | 15,000 | $1.56M | 0.56% | +15,000 | New |
| Private Trust Co NA | 15,129 | $1.57M | 0.22% | +305+2.1% | Added |
| Ameritas Advisory Services, LLC | 15,140 | $1.57M | 0.06% | +15,140 | New |
| Pinebridge Investments, L.P. | 15,145 | $1.57M | 0.02% | −13,726−47.5% | Reduced |
| Bragg Financial Advisors, Inc | 14,576 | $1.58M | 0.10% | 00.0% | Unchanged |
| PFS Investments Inc. | 15,236 | $1.58M | 0.03% | +15,236 | New |
| JGP Global Gestao de Recursos Ltda. | 15,500 | $1.61M | 0.75% | −1,500−8.8% | Reduced |
| Captrust Financial Advisors | 15,545 | $1.61M | 0.01% | +4,911+46.2% | Added |
| BancorpSouth Bank | 15,663 | $1.63M | 0.20% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,689 | $1.63M | 0.06% | +6,874+78.0% | Added |
| Nicholas Hoffman & Company, LLC. | 15,703 | $1.63M | 0.05% | −105−0.7% | Reduced |
| Credential Qtrade Securities Inc. | 15,843 | $1.64M | 0.11% | +640+4.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,891 | $1.65M | 0.15% | +42+0.3% | Added |
| Moody National Bank Trust Division | 15,918 | $1.65M | 0.05% | −51,915−76.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,833 | $1.66M | 0.11% | +2,013+14.6% | Added |
| Palisade Asset Management, LLC | 15,952 | $1.66M | 0.19% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16,000 | $1.66M | 0.12% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,207 | $1.68M | 0.05% | +305+1.9% | Added |
| Blackstone Group Inc. | 16,275 | $1.69M | 0.00% | +16,275 | New |
| Summit Financial Group Inc | 16,315 | $1.69M | 0.55% | −663−3.9% | Reduced |
| Wealthspire Advisors, LLC | 16,320 | $1.69M | 0.04% | −5,318−24.6% | Reduced |
| Ironwood Investment Counsel, LLC | 16,329 | $1.69M | 0.39% | +16,329 | New |
| Sendero Wealth Management, LLC | 16,403 | $1.70M | 0.76% | +16,403 | New |
| Verition Fund Management LLC | 16,462 | $1.71M | 0.02% | +10,700+185.7% | Added |
| Brown Brothers Harriman & Co | 16,511 | $1.71M | 0.01% | +4,841+41.5% | Added |
| Cadian Capital Management, LP | 16,544 | $1.72M | 0.09% | +16,544 | New |
| Wedbush Securities Inc | 16,590 | $1.72M | 0.07% | −5,932−26.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 16,742 | $1.74M | 0.14% | 00.0% | Unchanged |
| Albert D Mason Inc | 16,823 | $1.75M | 1.04% | −107−0.6% | Reduced |
| Cetera Advisor Networks LLC | 16,895 | $1.75M | 0.02% | +2,693+19.0% | Added |
| NFJ Investment Group, LLC | 16,920 | $1.76M | 0.03% | −721−4.1% | Reduced |
| Howe & Rusling Inc | 16,954 | $1.76M | 0.21% | −289−1.7% | Reduced |
| Bishop Rock Capital, L.P. | 17,030 | $1.77M | 0.53% | −17,373−50.5% | Reduced |
| Spire Wealth Management | 17,071 | $1.78M | 0.04% | −2,115−11.0% | Reduced |
| Okabena Investment Services Inc | 17,156 | $1.78M | 0.68% | +17,156 | New |
| Annex Advisory Services, LLC | 17,249 | $1.79M | 0.12% | −2,158−11.1% | Reduced |