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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 14,674 | $1.52M | 0.26% | −901−5.8% | Reduced |
| Cornercap Investment Counsel Inc | 14,604 | $1.52M | 0.22% | −946−6.1% | Reduced |
| Wetherby Asset Management Inc | 14,568 | $1.51M | 0.09% | +1,027+7.6% | Added |
| Pinnacle Associates Ltd | 14,557 | $1.51M | 0.03% | −1,623−10.0% | Reduced |
| Fairbanks Capital Management, Inc. | 14,558 | $1.51M | 1.10% | +54+0.4% | Added |
| Banque Cantonale Vaudoise | 14,517 | $1.51M | 0.06% | +1,898+15.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 14,376 | $1.50M | 0.14% | −13,084−47.6% | Reduced |
| Fayez Sarofim & Co | 14,444 | $1.50M | 0.00% | −1,200−7.7% | Reduced |
| Jacobi Capital Management LLC | 14,427 | $1.50M | 0.18% | −216−1.5% | Reduced |
| Brookstone Capital Management | 13,615 | $1.48M | 0.03% | +2,086+18.1% | Added |
| Girard Partners Ltd. | 14,252 | $1.48M | 0.16% | +3,141+28.3% | Added |
| Birch Capital Management, LLC | 14,208 | $1.48M | 0.88% | −562−3.8% | Reduced |
| Ifrah Financial Services, Inc. | 14,153 | $1.47M | 0.39% | −57−0.4% | Reduced |
| Veritable, L.P. | 14,155 | $1.47M | 0.02% | +206+1.5% | Added |
| Dean Investment Associates, LLC | 13,999 | $1.45M | 0.26% | −988−6.6% | Reduced |
| Howland Capital Management LLC | 13,972 | $1.45M | 0.07% | +16+0.1% | Added |
| HB Wealth Management, LLC | 13,974 | $1.45M | 0.03% | +13,974 | New |
| Financial Advocates Investment Management | 13,879 | $1.45M | 0.10% | −347−2.4% | Reduced |
| Freestone Capital Holdings, LLC | 13,817 | $1.43M | 0.06% | +3,362+32.2% | Added |
| WESPAC Advisors, LLC | 13,522 | $1.40M | 0.94% | +547+4.2% | Added |
| Cigna Investments Inc | 13,466 | $1.40M | 0.11% | −4,827−26.4% | Reduced |
| Cetera Investment Advisers | 13,250 | $1.38M | 0.02% | +782+6.3% | Added |
| Redpoint Investment Management Pty Ltd | 13,114 | $1.36M | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,000 | $1.35M | 0.01% | +2,660+25.7% | Added |
| Landaas & Co | 12,969 | $1.35M | 0.72% | −2,720−17.3% | Reduced |
| Blueshift Asset Management, LLC | 12,924 | $1.34M | 0.12% | +2,093+19.3% | Added |
| Independence Bank of Kentucky | 12,840 | $1.33M | 0.54% | +1,110+9.5% | Added |
| GWM Advisors LLC | 12,769 | $1.32M | 0.02% | +8,757+218.3% | Added |
| Veriti Management LLC | 12,717 | $1.32M | 0.17% | +2,129+20.1% | Added |
| Newman Dignan & Sheerar, Inc. | 12,543 | $1.30M | 0.39% | −113−0.9% | Reduced |
| Graham Capital Wealth Management, LLC | 12,688 | $1.30M | 1.06% | +12,688 | New |
| Clearstead Advisors, LLC | 12,482 | $1.30M | 0.09% | +2,980+31.4% | Added |
| Paloma Partners Management Co | 12,475 | $1.29M | 0.04% | +12,475 | New |
| Callahan Advisors, LLC | 12,465 | $1.29M | 0.15% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,432 | $1.29M | 0.04% | +1,277+11.4% | Added |
| AdvisorShares Investments LLC | 12,367 | $1.28M | 0.15% | +2,997+32.0% | Added |
| Annandale Capital, LLC | 12,304 | $1.28M | 0.56% | +12,304 | New |
| Private Capital Advisors, Inc. | 12,250 | $1.27M | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 12,107 | $1.26M | 0.22% | −1,081−8.2% | Reduced |
| Signaturefd, LLC | 12,086 | $1.25M | 0.04% | +487+4.2% | Added |
| E Fund Management Co., Ltd. | 12,005 | $1.25M | 0.04% | −759−5.9% | Reduced |
| Barbara Oil Co. | 12,000 | $1.25M | 0.54% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 11,800 | $1.23M | 0.44% | −39−0.3% | Reduced |
| Granite Investment Partners, LLC | 11,619 | $1.21M | 0.04% | −617−5.0% | Reduced |
| Lionsbridge Wealth Management LLC | 11,602 | $1.20M | 1.29% | −321−2.7% | Reduced |
| Brown Advisory Inc | 11,505 | $1.19M | 0.00% | +312+2.8% | Added |
| BerganKDV Wealth Management, LLC | 11,496 | $1.19M | 0.12% | −209−1.8% | Reduced |
| Parkside Financial Bank & Trust | 11,493 | $1.19M | 0.29% | +10,633+1,236.4% | Added |
| Nicola Wealth Management Ltd. | 11,212 | $1.17M | 0.11% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 11,204 | $1.16M | 0.30% | +11,204 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,009 | $1.15M | 0.00% | −263,082−96.0% | Reduced |
| Harbor Investment Advisory, LLC | 11,050 | $1.15M | 0.15% | +1,919+21.0% | Added |
| Column Capital Advisors, LLC | 11,006 | $1.14M | 0.22% | +42+0.4% | Added |
| Lyon Street Capital, LLC | 11,000 | $1.14M | 1.14% | +11,000 | New |
| Pitcairn Co | 10,971 | $1.14M | 0.07% | +89+0.8% | Added |
| Foundations Investment Advisors, LLC | 10,452 | $1.13M | 0.04% | +507+5.1% | Added |
| Sound Shore Management Inc | 10,755 | $1.12M | 0.03% | −967,744−98.9% | Reduced |
| Burney Co | 10,728 | $1.11M | 0.05% | +98+0.9% | Added |
| Fieldpoint Private Securities, LLC | 10,644 | $1.10M | 0.22% | −30−0.3% | Reduced |
| LaFleur & Godfrey LLC | 10,605 | $1.10M | 0.14% | +2,655+33.4% | Added |
| Lederer & Associates Investment Counsel | 10,551 | $1.09M | 0.63% | −2,196−17.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,510 | $1.09M | 0.41% | +502+5.0% | Added |
| Greenleaf Trust | 10,512 | $1.09M | 0.01% | +528+5.3% | Added |
| JustInvest LLC | 10,435 | $1.08M | 0.06% | −1,459−12.3% | Reduced |
| Court Place Advisors, LLC | 10,315 | $1.07M | 0.30% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,229 | $1.06M | 0.07% | −56−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,188 | $1.06M | 0.03% | −25−0.2% | Reduced |
| Kendall Capital Management | 10,170 | $1.06M | 0.50% | +925+10.0% | Added |
| Moloney Securities Asset Management, LLC | 10,090 | $1.05M | 0.18% | +3,719+58.4% | Added |
| Poehling Capital Management, LLC | 10,068 | $1.04M | 0.34% | +413+4.3% | Added |
| Choate Investment Advisors | 10,060 | $1.04M | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10,046 | $1.04M | 0.07% | −788−7.3% | Reduced |
| Employees Retirement System of Texas | 10,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 10,000 | $1.04M | 0.72% | +10,000 | New |
| Occudo Quantitative Strategies LP | 9,955 | $1.03M | 0.09% | +9,955 | New |
| IBM Retirement Fund | 9,943 | $1.03M | 0.13% | −6,955−41.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,858 | $1.02M | 0.02% | +161+1.7% | Added |
| Empirical Finance, LLC | 9,798 | $1.02M | 0.12% | +2,721+38.4% | Added |
| Echo Street Capital Management LLC | 9,703 | $1.01M | 0.01% | +9,703 | New |
| Cetera Advisors LLC | 9,605 | $997.0K | 0.02% | −216−2.2% | Reduced |
| Pensionfund DSM Netherlands | 9,600 | $996.0K | 0.11% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,580 | $994.0K | 0.15% | −252−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 9,550 | $991.0K | 0.33% | 00.0% | Unchanged |
| Brown Capital Management LLC | 9,467 | $983.0K | 0.01% | +1,252+15.2% | Added |
| SkyOak Wealth, LLC | 9,449 | $981.0K | 0.25% | −99−1.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,341 | $970.0K | 0.30% | −114−1.2% | Reduced |
| CAPROCK Group, Inc. | 9,311 | $966.0K | 0.08% | +1,247+15.5% | Added |
| Shorepoint Capital Partners LLC | 9,302 | $965.0K | 0.39% | +371+4.2% | Added |
| Kowal Investment Group, LLC | 9,293 | $965.0K | 0.29% | +471+5.3% | Added |
| Bessemer Group Inc | 9,198 | $954.0K | 0.00% | +3,103+50.9% | Added |
| Steinberg Asset Management LLC | 9,164 | $951.0K | 1.16% | −793−8.0% | Reduced |
| Regal Investment Advisors LLC | 9,066 | $941.0K | 0.08% | +935+11.5% | Added |
| Sun Life Financial INC | 9,036 | $936.0K | 0.03% | +807+9.8% | Added |
| Key Financial Inc | 8,906 | $924.0K | 0.46% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,870 | $920.6K | 0.07% | −1,382−13.5% | Reduced |
| Achmea Investment Management B.V. | 8,865 | $920.0K | 0.04% | −10,425−54.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,774 | $911.0K | 0.36% | −1,890−17.7% | Reduced |
| Venturi Wealth Management, LLC | 8,774 | $911.0K | 0.07% | −975−10.0% | Reduced |
| Peoples Bank | 8,765 | $910.0K | 0.45% | −300−3.3% | Reduced |
| Strong Tower Advisory Services | 8,754 | $909.0K | 0.48% | +1,001+12.9% | Added |