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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 4,162 | $432.0K | 0.02% | +4,162 | New |
| Wambolt & Associates, LLC | 4,157 | $431.0K | 0.16% | −402−8.8% | Reduced |
| Semmax Financial Advisors Inc. | 4,131 | $429.0K | 0.16% | +1,019+32.7% | Added |
| Orion Portfolio Solutions, LLC | 4,124 | $428.0K | 0.01% | +503+13.9% | Added |
| Fiera Capital Corp | 4,084 | $424.0K | 0.00% | −363−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,084 | $424.0K | 0.01% | +197+5.1% | Added |
| Smith, Moore & Co. | 4,085 | $424.0K | 0.06% | +1,920+88.7% | Added |
| First Heartland Consultants, Inc. | 4,088 | $424.0K | 0.06% | +4,088 | New |
| First Manhattan Co | 4,080 | $423.0K | 0.00% | −854−17.3% | Reduced |
| Canandaigua National Corp | 4,078 | $423.0K | 0.06% | −131−3.1% | Reduced |
| Bryn Mawr Trust Co | 4,076 | $423.0K | 0.02% | +4,076 | New |
| Engine No. 1 LLC | 4,067 | $422.0K | 0.09% | +855+26.6% | Added |
| WMS Partners, LLC | 4,049 | $420.0K | 0.09% | −35−0.9% | Reduced |
| Minot Wealth Management LLC | 4,033 | $419.0K | 0.08% | −206−4.9% | Reduced |
| Cutler Group LP | 4,030 | $418.0K | 0.03% | −39,028−90.6% | Reduced |
| Vista Capital Partners, Inc. | 4,012 | $416.0K | 0.05% | +5+0.1% | Added |
| Principle Wealth Partners LLC | 4,010 | $416.0K | 0.04% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 3,994 | $415.0K | 0.33% | −1,339−25.1% | Reduced |
| RBF Capital, LLC | 4,000 | $415.0K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,991 | $414.0K | 0.19% | −419−9.5% | Reduced |
| Intersect Capital LLC | 3,910 | $406.0K | 0.07% | −141−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,908 | $406.0K | 0.03% | +3,908 | New |
| Madrona Financial Services, LLC | 3,902 | $405.0K | 0.17% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,905 | $405.0K | 0.01% | +654+20.1% | Added |
| Waldron Private Wealth LLC | 3,896 | $404.0K | 0.02% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,850 | $400.0K | 0.07% | +414+12.0% | Added |
| Symmetry Partners, LLC | 3,849 | $399.0K | 0.03% | −365−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,825 | $397.0K | 0.02% | −28−0.7% | Reduced |
| DuPont Capital Management Corp | 3,809 | $395.0K | 0.01% | −2,035−34.8% | Reduced |
| Haverford Trust Co | 3,782 | $393.0K | 0.00% | −382−9.2% | Reduced |
| Boston Financial Mangement LLC | 3,767 | $391.0K | 0.01% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,771 | $391.0K | 0.34% | +682+22.1% | Added |
| Two Sigma Securities, LLC | 3,768 | $391.0K | 0.08% | +1,876+99.2% | Added |
| Edgestream Partners, L.P. | 3,757 | $390.0K | 0.02% | −1,273−25.3% | Reduced |
| Wade G W & Inc | 3,721 | $386.0K | 0.02% | −270−6.8% | Reduced |
| Proequities, Inc. | 3,697 | $384.0K | 0.02% | +985+36.3% | Added |
| Beacon Financial Group | 3,558 | $383.0K | 0.05% | +66+1.9% | Added |
| Thrive Wealth Management, LLC | 3,686 | $383.0K | 0.13% | +3,686 | New |
| Ballentine Partners, LLC | 3,661 | $380.0K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,654 | $379.0K | 0.03% | −14−0.4% | Reduced |
| Opal Wealth Advisors, LLC | 3,594 | $373.0K | 0.24% | +974+37.2% | Added |
| Sandy Spring Bank | 3,568 | $371.0K | 0.02% | +350+10.9% | Added |
| TRUE Private Wealth Advisors | 3,565 | $370.0K | 0.05% | −275−7.2% | Reduced |
| Front Barnett Associates LLC | 3,555 | $369.0K | 0.03% | −14,763−80.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,510 | $364.0K | 0.02% | −684−16.3% | Reduced |
| Mystic Asset Management, Inc. | 3,516 | $364.0K | 0.17% | +3,516 | New |
| Beacon Pointe Advisors, LLC | 3,446 | $358.0K | 0.01% | −612−15.1% | Reduced |
| Quadrant Capital Group LLC | 3,439 | $357.0K | 0.04% | −374−9.8% | Reduced |
| Schmidt P J Investment Management Inc | 3,346 | $354.0K | 0.07% | −552−14.2% | Reduced |
| Hoylecohen, LLC | 3,405 | $353.0K | 0.03% | −1,041−23.4% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $352.9K | 0.09% | −400−10.5% | Reduced |
| Cannell Peter B & Co Inc | 3,388 | $352.0K | 0.01% | −434,545−99.2% | Reduced |
| Greenup Street Wealth Management LLC | 3,396 | $352.0K | 0.21% | +3,396 | New |
| Pflug Koory, LLC | 3,365 | $349.0K | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,320 | $345.0K | 0.03% | +107+3.3% | Added |
| DMG Group, LLC | 3,440 | $344.0K | 0.30% | +3,440 | New |
| Los Angeles Capital Management LLC | 3,252 | $338.0K | 0.00% | −884−21.4% | Reduced |
| Gateway Investment Advisers LLC | 3,247 | $337.0K | 0.00% | −375−10.4% | Reduced |
| Marotta Asset Management | 3,200 | $332.1K | 0.08% | 00.0% | Unchanged |
| Forte Capital LLC | 3,188 | $331.0K | 0.04% | −110−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 3,193 | $331.0K | 0.02% | +145+4.8% | Added |
| Provident Trust Co | 3,184 | $330.0K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,182 | $330.0K | 0.02% | +3,182 | New |
| ERn Financial, LLC | 3,146 | $327.0K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,148 | $327.0K | 0.07% | +453+16.8% | Added |
| Endurance Wealth Management, Inc. | 3,107 | $322.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,090 | $321.0K | 0.09% | −1,177−27.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $321.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,082 | $320.0K | 0.00% | +260+9.2% | Added |
| Gladstone Institutional Advisory LLC | 3,075 | $319.0K | 0.02% | +3,075 | New |
| Exane Derivatives | 3,068 | $318.4K | 0.08% | +3,039+10,479.3% | Added |
| Penserra Capital Management LLC | 3,075 | $318.0K | 0.01% | +626+25.6% | Added |
| MAI Capital Management | 3,063 | $318.0K | 0.01% | +3,063 | New |
| JGP Wealth Management, LLC | 2,896 | $314.0K | 0.06% | +12+0.4% | Added |
| Arden Trust Co | 3,028 | $314.0K | 0.05% | +3,028 | New |
| Heron Financial Group, LLC | 2,869 | $312.0K | 0.17% | −127−4.2% | Reduced |
| Stephenson National Bank & Trust | 2,999 | $311.0K | 0.18% | +396+15.2% | Added |
| Game Creek Capital, LP | 3,000 | $311.0K | 0.16% | +3,000 | New |
| Waypoint Capital Advisors, LLC | 3,000 | $311.0K | 0.21% | +3,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,936 | $305.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,082 | $302.0K | 0.02% | +580+23.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,894 | $300.0K | 0.01% | +138+5.0% | Added |
| Epiq Partners, LLC | 2,880 | $299.0K | 0.16% | −400−12.2% | Reduced |
| Old National Bancorp | 2,873 | $298.0K | 0.01% | −125−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,870 | $298.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,855 | $296.0K | 0.01% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,856 | $296.0K | 0.12% | +2,856 | New |
| CRA Financial Services, LLC | 2,843 | $295.0K | 0.09% | +49+1.8% | Added |
| Old Port Advisors | 2,697 | $294.0K | 0.10% | −221−7.6% | Reduced |
| Clearwater Capital Advisors, LLC | 2,820 | $293.0K | 0.03% | −100−3.4% | Reduced |
| Seeyond | 2,830 | $293.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,825 | $293.0K | 0.41% | +2,825 | New |
| Barings LLC | 2,812 | $292.0K | 0.01% | +71+2.6% | Added |
| Ellevest, Inc. | 2,787 | $289.0K | 0.03% | −517−15.6% | Reduced |
| MONECO Advisors, LLC | 2,718 | $289.0K | 0.11% | +6+0.2% | Added |
| Compagnie Lombard Odier SCmA | 2,780 | $289.0K | 0.01% | +1,780+178.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,743 | $285.0K | 0.05% | −658−19.3% | Reduced |
| Investors Asset Management of Georgia Inc | 2,733 | $284.0K | 0.14% | +300+12.3% | Added |
| Investment Management of Virginia LLC | 2,730 | $283.0K | 0.05% | +2,730 | New |
| Marshall Financial Group LLC | 2,724 | $283.0K | 0.10% | +2,724 | New |