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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 23,578 | $2.45M | 0.52% | −1,268−5.1% | Reduced |
| Argyle Capital Management Inc. | 23,413 | $2.43M | 0.76% | +1,000+4.5% | Added |
| Alps Advisors Inc | 23,379 | $2.43M | 0.03% | +2,023+9.5% | Added |
| HNP Capital LLC | 23,313 | $2.42M | 0.55% | −1,268−5.2% | Reduced |
| Gilman Hill Asset Management, LLC | 23,281 | $2.42M | 0.54% | +451+2.0% | Added |
| Eads & Heald Wealth Management | 23,199 | $2.41M | 1.05% | −33−0.1% | Reduced |
| Mercer Global Advisors Inc | 22,985 | $2.39M | 0.01% | −9,752−29.8% | Reduced |
| Illinois Municipal Retirement Fund | 22,812 | $2.37M | 0.07% | +9,021+65.4% | Added |
| True North Advisors, LLC | 22,505 | $2.33M | 0.39% | +15,005+200.1% | Added |
| Peapack Gladstone Financial Corp | 22,452 | $2.33M | 0.04% | +2,048+10.0% | Added |
| Ameritas Investment Partners, Inc. | 22,214 | $2.31M | 0.08% | +15+0.1% | Added |
| Redmond Asset Management, LLC | 22,193 | $2.30M | 0.64% | −2,324−9.5% | Reduced |
| Regent Investment Management LLC | 22,098 | $2.29M | 0.50% | +210+1.0% | Added |
| Cary Street Partners Asset Management LLC | 22,029 | $2.29M | 0.49% | +3,254+17.3% | Added |
| Vestmark Advisory Solutions, Inc. | 21,940 | $2.28M | 0.13% | +2,791+14.6% | Added |
| Community Capital Management, Inc. | 21,600 | $2.24M | 2.40% | +1,800+9.1% | Added |
| Palouse Capital Management, Inc. | 21,566 | $2.24M | 0.96% | +1,601+8.0% | Added |
| Eqis Capital Management, Inc. | 21,510 | $2.23M | 0.16% | −746−3.4% | Reduced |
| Van Eck Associates Corp | 21,506 | $2.23M | 0.01% | +2,518+13.3% | Added |
| EagleClaw Capital Managment, LLC | 21,435 | $2.23M | 0.49% | +2,525+13.4% | Added |
| F3Logic, LLC | 21,313 | $2.21M | 0.26% | +14,933+234.1% | Added |
| Ethic Inc. | 21,262 | $2.21M | 0.17% | −943−4.2% | Reduced |
| Campbell Newman Asset Management Inc | 21,256 | $2.21M | 0.20% | −83−0.4% | Reduced |
| 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 |
| Trinity Financial Advisors LLC | 21,085 | $2.19M | 1.29% | 00.0% | Unchanged |
| Value Holdings Management Co. LLC | 21,000 | $2.18M | 0.46% | +21,000 | New |
| Ami Investment Management Inc | 20,952 | $2.17M | 0.90% | +704+3.5% | Added |
| First Citizens Bank & Trust Co | 20,546 | $2.13M | 0.08% | +49+0.2% | Added |
| Guardian Capital LP | 20,470 | $2.13M | 0.04% | +400+2.0% | Added |
| Gamble Jones Investment Counsel | 20,252 | $2.10M | 0.12% | +30+0.1% | Added |
| BKD Wealth Advisors, LLC | 20,214 | $2.10M | 0.09% | −1,209−5.6% | Reduced |
| Agate Pass Investment Management, LLC | 20,143 | $2.09M | 1.30% | +20,143 | New |
| Capital Analysts, LLC | 20,126 | $2.09M | 0.13% | +838+4.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,992 | $2.08M | 0.08% | +12,635+171.7% | Added |
| WESCAP Management Group, Inc. | 19,974 | $2.07M | 0.57% | −1,889−8.6% | Reduced |
| Castleview Partners, LLC | 214,326 | $2.06M | 0.02% | +214,326 | New |
| AGF Investments America Inc. | 19,838 | $2.06M | 0.39% | +472+2.4% | Added |
| Settian Capital LP | 19,600 | $2.03M | 1.76% | +19,600 | New |
| CenterBook Partners LP | 19,556 | $2.03M | 1.19% | +19,556 | New |
| Jacobsen Capital Management | 19,353 | $2.01M | 0.95% | +388+2.0% | Added |
| Everence Capital Management Inc | 19,116 | $1.98M | 0.15% | +490+2.6% | Added |
| Buttonwood Financial Advisors Inc. | 18,751 | $1.95M | 1.90% | +18,751 | New |
| Ellenbecker Investment Group | 18,740 | $1.95M | 0.54% | −2,835−13.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,630 | $1.93M | 0.04% | −1,622−8.0% | Reduced |
| Ieq Capital, LLC | 18,558 | $1.93M | 0.04% | +2,246+13.8% | Added |
| Teza Capital Management LLC | 18,500 | $1.92M | 0.51% | +18,500 | New |
| Dowling & Yahnke LLC | 18,448 | $1.92M | 0.09% | −2,446−11.7% | Reduced |
| Cerity Partners LLC | 18,175 | $1.89M | 0.03% | +4,137+29.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,222 | $1.89M | 0.12% | −6,222−25.5% | Reduced |
| Rockefeller Capital Management L.P. | 18,075 | $1.88M | 0.01% | −6,078−25.2% | Reduced |
| Benchmark Investment Advisors LLC | 18,025 | $1.87M | 1.54% | +18,025 | New |
| Coastline Trust Co | 17,895 | $1.86M | 0.21% | −1,135−6.0% | Reduced |
| Carmel Capital Management L.L.C. | 17,815 | $1.85M | 0.91% | +17,815 | New |
| Chicago Trust Co NA | 17,702 | $1.84M | 0.37% | +300+1.7% | Added |
| Capricorn Fund Managers Ltd | 17,590 | $1.83M | 0.51% | +17,590 | New |
| Bray Capital Advisors | 17,588 | $1.82M | 0.45% | +9,930+129.7% | Added |
| Cadence Bank NA | 17,569 | $1.82M | 0.50% | −243−1.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,531 | $1.82M | 0.18% | +17,531 | New |
| Polar Asset Management Partners Inc. | 17,357 | $1.80M | 0.02% | −13,437−43.6% | Reduced |
| Annex Advisory Services, LLC | 17,249 | $1.79M | 0.12% | −2,158−11.1% | Reduced |
| Okabena Investment Services Inc | 17,156 | $1.78M | 0.68% | +17,156 | New |
| Spire Wealth Management | 17,071 | $1.78M | 0.04% | −2,115−11.0% | Reduced |
| Bishop Rock Capital, L.P. | 17,030 | $1.77M | 0.53% | −17,373−50.5% | Reduced |
| Howe & Rusling Inc | 16,954 | $1.76M | 0.21% | −289−1.7% | Reduced |
| NFJ Investment Group, LLC | 16,920 | $1.76M | 0.03% | −721−4.1% | Reduced |
| Cetera Advisor Networks LLC | 16,895 | $1.75M | 0.02% | +2,693+19.0% | Added |
| Albert D Mason Inc | 16,823 | $1.75M | 1.04% | −107−0.6% | Reduced |
| Mason Investment Advisory Services, Inc. | 16,742 | $1.74M | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,590 | $1.72M | 0.07% | −5,932−26.3% | Reduced |
| Cadian Capital Management, LP | 16,544 | $1.72M | 0.09% | +16,544 | New |
| Brown Brothers Harriman & Co | 16,511 | $1.71M | 0.01% | +4,841+41.5% | Added |
| Verition Fund Management LLC | 16,462 | $1.71M | 0.02% | +10,700+185.7% | Added |
| Sendero Wealth Management, LLC | 16,403 | $1.70M | 0.76% | +16,403 | New |
| 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 |
| Summit Financial Group Inc | 16,315 | $1.69M | 0.55% | −663−3.9% | Reduced |
| Blackstone Group Inc. | 16,275 | $1.69M | 0.00% | +16,275 | New |
| Raymond James Trust N.A. | 16,207 | $1.68M | 0.05% | +305+1.9% | Added |
| North Star Investment Management Corp. | 16,000 | $1.66M | 0.12% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15,952 | $1.66M | 0.19% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,833 | $1.66M | 0.11% | +2,013+14.6% | Added |
| Moody National Bank Trust Division | 15,918 | $1.65M | 0.05% | −51,915−76.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,891 | $1.65M | 0.15% | +42+0.3% | Added |
| Credential Qtrade Securities Inc. | 15,843 | $1.64M | 0.11% | +640+4.2% | Added |
| Nicholas Hoffman & Company, LLC. | 15,703 | $1.63M | 0.05% | −105−0.7% | Reduced |
| AlphaCrest Capital Management LLC | 15,689 | $1.63M | 0.06% | +6,874+78.0% | Added |
| BancorpSouth Bank | 15,663 | $1.63M | 0.20% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,545 | $1.61M | 0.01% | +4,911+46.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 15,500 | $1.61M | 0.75% | −1,500−8.8% | 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 |
| Pinebridge Investments, L.P. | 15,145 | $1.57M | 0.02% | −13,726−47.5% | Reduced |
| Ameritas Advisory Services, LLC | 15,140 | $1.57M | 0.06% | +15,140 | New |
| Private Trust Co NA | 15,129 | $1.57M | 0.22% | +305+2.1% | Added |
| Altrafin AG | 15,000 | $1.56M | 0.56% | +15,000 | New |
| Panagora Asset Management Inc | 14,958 | $1.55M | 0.01% | −4,563−23.4% | Reduced |
| We Are One Seven, LLC | 14,838 | $1.54M | 0.16% | −702−4.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,831 | $1.54M | 0.43% | +3,627+32.4% | Added |
| Beck Bode, LLC | 14,692 | $1.52M | 0.38% | +685+4.9% | Added |