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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 1,349 | $140.0K | 0.01% | −958−41.5% | Reduced |
| Ayalon Holdings Ltd. | 1,350 | $140.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,351 | $140.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,351 | $140.0K | 0.09% | +1,351 | New |
| Deseret Mutual Benefit Administrators | 1,313 | $136.0K | 0.02% | −784−37.4% | Reduced |
| Northern Oak Wealth Management Inc | 1,294 | $134.0K | 0.02% | +20+1.6% | Added |
| Zullo Investment Group, Inc. | 1,201 | $125.0K | 0.06% | +1,201 | New |
| TCI Wealth Advisors, Inc. | 1,199 | $124.0K | 0.02% | +13+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,148 | $119.0K | 0.03% | +237+26.0% | Added |
| Oakworth Capital, Inc. | 1,136 | $118.0K | 0.01% | +777+216.4% | Added |
| WFA of San Diego, LLC | 1,130 | $117.0K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $116.0K | 0.01% | −292−20.8% | Reduced |
| NEXT Financial Group, Inc | 1,103 | $115.0K | 0.01% | +127+13.0% | Added |
| Global Trust Asset Management, LLC | 1,086 | $113.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,080 | $112.0K | 0.04% | −300−21.7% | Reduced |
| CenterStar Asset Management, LLC | – | $110.0K | 0.08% | – | – |
| TD Ameritrade Investment Management, LLC | 1,047 | $109.0K | 0.00% | +1,047 | New |
| Kenfarb & Co. | 1,050 | $109.0K | 0.08% | +1,050 | New |
| WFA Asset Management Corp | 1,050 | $109.0K | 0.07% | +1,050 | New |
| Atwood & Palmer Inc | 1,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 980 | $102.0K | 0.02% | +980 | New |
| Lindbrook Capital, LLC | 951 | $99.0K | 0.02% | +111+13.2% | Added |
| Carroll Financial Associates, Inc. | 877 | $91.0K | 0.00% | −25−2.8% | Reduced |
| Freedman Financial Associates, Inc. | 864 | $90.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 871 | $90.0K | 0.03% | +871 | New |
| Norway Savings Bank | 828 | $86.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 818 | $85.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 786 | $82.0K | 0.06% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 790 | $82.0K | 0.04% | +790 | New |
| West Branch Capital LLC | 770 | $80.0K | 0.03% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 762 | $79.0K | 0.03% | +762 | New |
| Corsicana & Co. | 755 | $78.0K | 0.05% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 681 | $71.0K | 0.06% | +681 | New |
| Fred Alger Management, LLC | 648 | $67.0K | 0.00% | −4,600−87.7% | Reduced |
| Eagle Bay Advisors LLC | 613 | $64.0K | 0.04% | −526−46.2% | Reduced |
| Financial Management Professionals, Inc. | 617 | $64.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 600 | $62.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 588 | $61.0K | 0.06% | +128+27.8% | Added |
| Zions Bancorporation, N.A. | 581 | $60.0K | 0.01% | +108+22.8% | Added |
| Investors Research Corp | 564 | $59.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 558 | $58.0K | 0.01% | −93−14.3% | Reduced |
| Carroll Investors, Inc | 575 | $58.0K | 0.03% | +575 | New |
| Glassman Wealth Services | 549 | $57.0K | 0.01% | −186−25.3% | Reduced |
| Tarbox Family Office, Inc. | 547 | $57.0K | 0.01% | +12+2.2% | Added |
| Richwood Investment Advisors, LLC | 530 | $55.0K | 0.05% | +530 | New |
| JFS Wealth Advisors, LLC | 506 | $53.0K | 0.00% | +117+30.1% | Added |
| Cambridge Trust Co | 497 | $52.0K | 0.00% | +497 | New |
| Atlas Capital Advisors LLC | 496 | $51.5K | 0.01% | +31+6.7% | Added |
| Gemmer Asset Management LLC | 487 | $51.0K | 0.01% | +8+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 457 | $47.0K | 0.02% | −35−7.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 452 | $46.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 424 | $44.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 413 | $43.0K | 0.00% | +25+6.4% | Added |
| IAG Wealth Partners, LLC | 405 | $42.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 400 | $42.0K | 0.00% | +400 | New |
| Intelligent Financial Strategies | 400 | $42.0K | 0.04% | +400 | New |
| FourThought Financial, LLC | 397 | $41.0K | 0.01% | −13−3.2% | Reduced |
| Bell Investment Advisors, Inc | 393 | $41.0K | 0.01% | +108+37.9% | Added |
| Covestor Ltd | 384 | $40.0K | 0.06% | +384 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 373 | $39.0K | 0.00% | −27,200−98.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 375 | $39.0K | 0.00% | −864−69.7% | Reduced |
| IMA Wealth, Inc. | 377 | $39.0K | 0.01% | +267+242.7% | Added |
| Larson Financial Group LLC | 379 | $39.0K | 0.01% | +379 | New |
| Catalyst Capital Advisors LLC | 367 | $38.0K | 0.00% | −31−7.8% | Reduced |
| McIlrath & Eck, LLC | 352 | $37.0K | 0.01% | −53−13.1% | Reduced |
| Equitec Proprietary Markets, LLC | 350 | $36.0K | 0.02% | +350 | New |
| NuWave Investment Management, LLC | 349 | $36.0K | 0.04% | +349 | New |
| EverSource Wealth Advisors, LLC | 346 | $36.0K | 0.01% | +346 | New |
| Signet Financial Management, LLC | 334 | $35.0K | 0.01% | +334 | New |
| Plante Moran Financial Advisors, LLC | 329 | $34.0K | 0.01% | +215+188.6% | Added |
| KB Financial Partners, LLC | 326 | $34.0K | 0.01% | +326 | New |
| MV Capital Management, Inc. | 315 | $33.0K | 0.00% | +133+73.1% | Added |
| Arlington Partners LLC | 315 | $33.0K | 0.01% | +315 | New |
| Sound Income Strategies, LLC | 300 | $31.0K | 0.00% | −5−1.6% | Reduced |
| Trust Co of Vermont | 298 | $31.0K | 0.00% | +298 | New |
| Missouri Trust & Investment Co | 300 | $31.0K | 0.02% | +300 | New |
| Raleigh Capital Management Inc. | 300 | $31.0K | 0.03% | +300 | New |
| Versant Capital Management, Inc | 286 | $30.0K | 0.01% | −5−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 292 | $30.0K | 0.00% | +292 | New |
| Earnest Partners LLC | 246 | $26.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 240 | $25.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 232 | $24.0K | 0.01% | −105−31.2% | Reduced |
| Motco | 231 | $24.0K | 0.00% | −50−17.8% | Reduced |
| Itau Unibanco Holding S.A. | 228 | $24.0K | 0.00% | +78+52.0% | Added |
| Fortitude Advisory Group L.L.C. | 217 | $23.0K | 0.01% | +217 | New |
| SkyView Investment Advisors, LLC | 209 | $22.0K | 0.00% | +209 | New |
| RE Dickinson Investment Advisors, LLC | 204 | $21.0K | 0.02% | +204 | New |
| Loomis Sayles & Co L P | 181 | $19.0K | 0.00% | −23−11.3% | Reduced |
| AllSquare Wealth Management LLC | 181 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 184 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 172 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 170 | $18.0K | 0.01% | +50+41.7% | Added |
| JJJ Advisors Inc. | 168 | $17.0K | 0.01% | −31−15.6% | Reduced |
| Pinnacle Bancorp, Inc. | 165 | $17.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $17.0K | 0.01% | +162 | New |