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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 17,357 | $1.80M | 0.02% | −13,437−43.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,531 | $1.82M | 0.18% | +17,531 | New |
| Cadence Bank NA | 17,569 | $1.82M | 0.50% | −243−1.4% | Reduced |
| Bray Capital Advisors | 17,588 | $1.82M | 0.45% | +9,930+129.7% | Added |
| Capricorn Fund Managers Ltd | 17,590 | $1.83M | 0.51% | +17,590 | New |
| Chicago Trust Co NA | 17,702 | $1.84M | 0.37% | +300+1.7% | Added |
| Carmel Capital Management L.L.C. | 17,815 | $1.85M | 0.91% | +17,815 | New |
| Coastline Trust Co | 17,895 | $1.86M | 0.21% | −1,135−6.0% | Reduced |
| Benchmark Investment Advisors LLC | 18,025 | $1.87M | 1.54% | +18,025 | New |
| Rockefeller Capital Management L.P. | 18,075 | $1.88M | 0.01% | −6,078−25.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,222 | $1.89M | 0.12% | −6,222−25.5% | Reduced |
| Cerity Partners LLC | 18,175 | $1.89M | 0.03% | +4,137+29.5% | Added |
| Dowling & Yahnke LLC | 18,448 | $1.92M | 0.09% | −2,446−11.7% | Reduced |
| Teza Capital Management LLC | 18,500 | $1.92M | 0.51% | +18,500 | New |
| Ieq Capital, LLC | 18,558 | $1.93M | 0.04% | +2,246+13.8% | Added |
| Buckingham Strategic Wealth, LLC | 18,630 | $1.93M | 0.04% | −1,622−8.0% | Reduced |
| Ellenbecker Investment Group | 18,740 | $1.95M | 0.54% | −2,835−13.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 18,751 | $1.95M | 1.90% | +18,751 | New |
| Everence Capital Management Inc | 19,116 | $1.98M | 0.15% | +490+2.6% | Added |
| Jacobsen Capital Management | 19,353 | $2.01M | 0.95% | +388+2.0% | Added |
| CenterBook Partners LP | 19,556 | $2.03M | 1.19% | +19,556 | New |
| Settian Capital LP | 19,600 | $2.03M | 1.76% | +19,600 | New |
| AGF Investments America Inc. | 19,838 | $2.06M | 0.39% | +472+2.4% | Added |
| Castleview Partners, LLC | 214,326 | $2.06M | 0.02% | +214,326 | New |
| WESCAP Management Group, Inc. | 19,974 | $2.07M | 0.57% | −1,889−8.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,992 | $2.08M | 0.08% | +12,635+171.7% | Added |
| Capital Analysts, LLC | 20,126 | $2.09M | 0.13% | +838+4.3% | Added |
| Agate Pass Investment Management, LLC | 20,143 | $2.09M | 1.30% | +20,143 | New |
| BKD Wealth Advisors, LLC | 20,214 | $2.10M | 0.09% | −1,209−5.6% | Reduced |
| Gamble Jones Investment Counsel | 20,252 | $2.10M | 0.12% | +30+0.1% | Added |
| Guardian Capital LP | 20,470 | $2.13M | 0.04% | +400+2.0% | Added |
| First Citizens Bank & Trust Co | 20,546 | $2.13M | 0.08% | +49+0.2% | Added |
| Ami Investment Management Inc | 20,952 | $2.17M | 0.90% | +704+3.5% | Added |
| Value Holdings Management Co. LLC | 21,000 | $2.18M | 0.46% | +21,000 | New |
| Trinity Financial Advisors LLC | 21,085 | $2.19M | 1.29% | 00.0% | Unchanged |
| South Dakota Investment Council | 21,099 | $2.19M | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21,099 | $2.19M | 0.11% | +5,017+31.2% | Added |
| Campbell Newman Asset Management Inc | 21,256 | $2.21M | 0.20% | −83−0.4% | Reduced |
| Ethic Inc. | 21,262 | $2.21M | 0.17% | −943−4.2% | Reduced |
| F3Logic, LLC | 21,313 | $2.21M | 0.26% | +14,933+234.1% | Added |
| EagleClaw Capital Managment, LLC | 21,435 | $2.23M | 0.49% | +2,525+13.4% | Added |
| Van Eck Associates Corp | 21,506 | $2.23M | 0.01% | +2,518+13.3% | Added |
| Eqis Capital Management, Inc. | 21,510 | $2.23M | 0.16% | −746−3.4% | Reduced |
| Palouse Capital Management, Inc. | 21,566 | $2.24M | 0.96% | +1,601+8.0% | Added |
| Community Capital Management, Inc. | 21,600 | $2.24M | 2.40% | +1,800+9.1% | Added |
| Vestmark Advisory Solutions, Inc. | 21,940 | $2.28M | 0.13% | +2,791+14.6% | Added |
| Cary Street Partners Asset Management LLC | 22,029 | $2.29M | 0.49% | +3,254+17.3% | Added |
| Regent Investment Management LLC | 22,098 | $2.29M | 0.50% | +210+1.0% | Added |
| Redmond Asset Management, LLC | 22,193 | $2.30M | 0.64% | −2,324−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 22,214 | $2.31M | 0.08% | +15+0.1% | Added |
| Peapack Gladstone Financial Corp | 22,452 | $2.33M | 0.04% | +2,048+10.0% | Added |
| True North Advisors, LLC | 22,505 | $2.33M | 0.39% | +15,005+200.1% | Added |
| Illinois Municipal Retirement Fund | 22,812 | $2.37M | 0.07% | +9,021+65.4% | Added |
| Mercer Global Advisors Inc | 22,985 | $2.39M | 0.01% | −9,752−29.8% | Reduced |
| Eads & Heald Wealth Management | 23,199 | $2.41M | 1.05% | −33−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 23,281 | $2.42M | 0.54% | +451+2.0% | Added |
| HNP Capital LLC | 23,313 | $2.42M | 0.55% | −1,268−5.2% | Reduced |
| Alps Advisors Inc | 23,379 | $2.43M | 0.03% | +2,023+9.5% | Added |
| Argyle Capital Management Inc. | 23,413 | $2.43M | 0.76% | +1,000+4.5% | Added |
| Vectors Research Management, LLC | 23,578 | $2.45M | 0.52% | −1,268−5.1% | Reduced |
| Wealthfront Advisers LLC | 23,600 | $2.45M | 0.01% | +7,615+47.6% | Added |
| Tredje AP-fonden | 23,970 | $2.49M | 0.05% | +23,970 | New |
| Pearl River Capital, LLC | 24,021 | $2.49M | 0.67% | −1,789−6.9% | Reduced |
| Alpha Cubed Investments, LLC | 24,052 | $2.50M | 0.16% | −14,440−37.5% | Reduced |
| Moors & Cabot, Inc. | 24,144 | $2.51M | 0.15% | −245−1.0% | Reduced |
| Old Second National Bank of Aurora | 24,496 | $2.52M | 0.75% | −143−0.6% | Reduced |
| Keeler Thomas Management LLC | 24,274 | $2.52M | 1.09% | −12,619−34.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 24,369 | $2.53M | 0.16% | −2,700−10.0% | Reduced |
| HAP Trading, LLC | 24,514 | $2.54M | 0.18% | −3,516−12.5% | Reduced |
| Advisory Services Network, LLC | 24,519 | $2.54M | 0.07% | −6,285−20.4% | Reduced |
| Close Asset Management Ltd | 24,590 | $2.55M | 0.09% | +1,485+6.4% | Added |
| Sciencast Management LP | 23,230 | $2.55M | 0.45% | +23,230 | New |
| Grassi Investment Management | 24,665 | $2.56M | 0.26% | −17,475−41.5% | Reduced |
| Advisor Partners LLC | 24,727 | $2.57M | 0.15% | −1,466−5.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 24,881 | $2.58M | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 24,915 | $2.59M | 0.11% | −8,127−24.6% | Reduced |
| Tiaa, FSB | 24,979 | $2.59M | 0.01% | +5,353+27.3% | Added |
| Security Asset Management | 24,995 | $2.59M | 1.01% | −10,151−28.9% | Reduced |
| Capital City Trust Co | 25,031 | $2.60M | 0.74% | −9,754−28.0% | Reduced |
| Berger Financial Group, Inc | 25,089 | $2.60M | 0.35% | +25,089 | New |
| Connable Office Inc | 25,281 | $2.62M | 0.33% | +873+3.6% | Added |
| Brown, Lisle/Cummings, Inc. | 25,395 | $2.64M | 1.32% | +25,395 | New |
| Carderock Capital Management Inc | 25,433 | $2.64M | 0.63% | −14,710−36.6% | Reduced |
| Peddock Capital Advisors, LLC | 25,436 | $2.64M | 0.87% | +585+2.4% | Added |
| Harvey Capital Management Inc | 25,500 | $2.65M | 0.82% | −1,350−5.0% | Reduced |
| Marietta Investment Partners LLC | 25,578 | $2.65M | 0.56% | −11,450−30.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,476 | $2.66M | 0.03% | +25,476 | New |
| Corient Capital Partners, LLC | 25,674 | $2.67M | 0.18% | +4,405+20.7% | Added |
| Heritage Trust Co | 25,726 | $2.67M | 0.34% | +7,953+44.7% | Added |
| Trust Co of Oklahoma | 26,276 | $2.73M | 0.92% | −1,291−4.7% | Reduced |
| Clayton Partners LLC | 26,375 | $2.74M | 2.38% | +17+0.1% | Added |
| Simplex Trading, LLC | 26,485 | $2.75M | 0.09% | +26,485 | New |
| Vident Investment Advisory, LLC | 26,498 | $2.75M | 0.07% | +6,901+35.2% | Added |
| Boenning & Scattergood, Inc. | 26,702 | $2.77M | 0.44% | +93+0.3% | Added |
| Dempze Nancy E | 26,853 | $2.79M | 1.88% | +1,627+6.4% | Added |
| Cape Cod Five Cents Savings Bank | 27,001 | $2.80M | 0.27% | −1,847−6.4% | Reduced |
| Equitable Holdings, Inc. | 27,070 | $2.81M | 0.04% | +4,274+18.7% | Added |
| Fiduciary Trust Co | 27,120 | $2.81M | 0.05% | −1,688−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,155 | $2.82M | 0.29% | +53+0.2% | Added |
| Indiana Trust & Investment Management CO | 27,412 | $2.85M | 1.31% | −1,580−5.4% | Reduced |