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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 5,910 | $613.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rehmann Capital Advisory Group | 5,858 | $608.0K | 0.06% | −296−4.8% | 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 |
| Sigma Planning Corp | 5,829 | $605.0K | 0.02% | −596−9.3% | Reduced |
| Chase Investment Counsel Corp | 5,795 | $601.0K | 0.24% | −4,140−41.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,783 | $600.0K | 0.05% | −1,200−17.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,756 | $597.0K | 0.11% | −5,900−50.6% | Reduced |
| 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 |
| Trust Asset Management LLC | 5,690 | $591.0K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,679 | $589.0K | 0.01% | +3,236+132.5% | Added |
| Hilltop Holdings Inc. | 5,610 | $583.0K | 0.06% | +907+19.3% | Added |
| Transcend Wealth Collective, LLC | 5,610 | $582.0K | 0.05% | −2,750−32.9% | Reduced |
| Conning Inc. | 5,569 | $578.0K | 0.02% | −711−11.3% | Reduced |
| Tectonic Advisors LLC | 5,553 | $576.0K | 0.10% | +994+21.8% | Added |
| Clarius Group, LLC | 5,516 | $573.0K | 0.05% | −828−13.1% | Reduced |
| Integral Investment Advisors, Inc. | 5,514 | $572.0K | 0.41% | +5,514 | New |
| Clear Perspective Advisors, LLC | 5,469 | $568.0K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 5,443 | $565.0K | 0.07% | −20−0.4% | Reduced |
| Bridgefront Capital, LLC | 5,390 | $559.0K | 0.54% | +5,390 | New |
| Vista Investment Management | 5,363 | $557.0K | 0.30% | +486+10.0% | Added |
| Mutual Advisors, LLC | 5,347 | $555.0K | 0.03% | +801+17.6% | Added |
| Sompo Asset Management Co., Ltd. | 5,340 | $554.0K | 0.11% | −410−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 5,282 | $548.0K | 0.01% | +439+9.1% | Added |
| Roberts Glore & Co Inc | 5,261 | $546.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Baldwin Brothers Inc | 5,175 | $537.0K | 0.05% | −200−3.7% | Reduced |
| 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 |
| 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 |
| 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 |
| Retirement Planning Co of New England, Inc. | 5,080 | $527.0K | 0.26% | +5,080 | New |
| 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 |
| Tortoise Index Solutions, LLC | 5,034 | $522.0K | 0.11% | −279−5.3% | Reduced |
| 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 |
| Dryden Capital, LLC | 5,000 | $519.0K | 0.37% | +5,000 | New |
| Whittier Trust Co | 4,961 | $515.0K | 0.01% | −2,060−29.3% | Reduced |
| Integrated Investment Consultants, LLC | 4,955 | $514.0K | 0.14% | −2,690−35.2% | Reduced |
| Becker Capital Management Inc | 4,935 | $512.0K | 0.02% | +4,935 | New |
| Intellectus Partners, LLC | 4,902 | $509.0K | 0.13% | −58−1.2% | Reduced |
| Santori & Peters | 4,907 | $509.0K | 0.27% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,896 | $508.0K | 0.21% | +1,540+45.9% | Added |
| Richard Bernstein Advisors LLC | 4,882 | $507.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,880 | $506.0K | 0.12% | −100−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,868 | $505.2K | 0.01% | +370+8.2% | Added |
| 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 |
| Disciplined Growth Investors Inc | 4,833 | $502.0K | 0.01% | +4,833 | New |
| Paragon Capital Management Ltd | 4,800 | $498.0K | 0.08% | 00.0% | Unchanged |
| 1st Source Bank | 4,735 | $491.0K | 0.03% | +75+1.6% | Added |
| Caldwell Trust Co | 4,725 | $490.4K | 0.06% | 00.0% | Unchanged |
| Pendal Group Limited | 4,695 | $487.0K | 0.00% | −68−1.4% | Reduced |
| United Community Bank | 4,685 | $486.3K | 0.49% | +4,685 | New |
| 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 |
| Monetary Management Group Inc | 4,650 | $483.0K | 0.12% | +650+16.3% | Added |
| Voya Financial Advisors, Inc. | 4,589 | $480.0K | 0.05% | +1,993+76.8% | 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 |
| Personal Capital Advisors Corp | 4,532 | $470.0K | 0.00% | +30+0.7% | Added |
| Optas, LLC | 4,517 | $469.0K | 0.13% | −58−1.3% | Reduced |
| Canada Pension Plan Investment Board | 4,512 | $468.0K | 0.00% | −24,398−84.4% | Reduced |
| SG3 Management, LLC | 4,500 | $467.0K | 0.05% | +4,500 | New |
| 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 |
| Pathstone Family Office, LLC | 4,478 | $465.0K | 0.01% | −4,683−51.1% | Reduced |
| St Germain D J Co Inc | 4,469 | $464.0K | 0.03% | −254−5.4% | Reduced |
| 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 |
| 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 |
| 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 |
| KCS Wealth Advisory | 4,380 | $455.0K | 0.18% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,328 | $450.0K | 0.03% | +217+5.3% | Added |
| 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 |
| Citizens National Bank Trust Department | 4,300 | $446.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Crumly & Associates Inc. | 4,101 | $436.0K | 0.17% | −1,195−22.6% | Reduced |
| Fishman Jay A Ltd | 4,180 | $433.8K | 0.05% | 00.0% | Unchanged |