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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 8,722 | $906.0K | 0.03% | −23,422−72.9% | Reduced |
| Kathmere Capital Management, LLC | 8,686 | $902.0K | 0.16% | −535−5.8% | Reduced |
| Segment Wealth Management, LLC | 8,691 | $902.0K | 0.09% | −384−4.2% | Reduced |
| American National Insurance Co | 8,680 | $901.0K | 0.20% | −55,800−86.5% | Reduced |
| Fairfield, Bush & Co. | 8,640 | $897.0K | 0.43% | −210−2.4% | Reduced |
| Fort, L.P. | 8,576 | $890.0K | 0.29% | +1,595+22.8% | Added |
| Mitchell Capital Management Co | 8,522 | $884.0K | 0.18% | −2,697−24.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,459 | $878.0K | 0.04% | +4,517+114.6% | Added |
| Intelligence Driven Advisers, LLC | 8,665 | $876.0K | 0.16% | +8,665 | New |
| Venture Visionary Partners LLC | 8,375 | $869.0K | 0.06% | −1,685−16.7% | Reduced |
| American Century Companies Inc | 8,357 | $867.0K | 0.00% | +1,079+14.8% | Added |
| Malaga Cove Capital, LLC | 8,339 | $866.0K | 0.34% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,262 | $857.0K | 0.05% | −82−1.0% | Reduced |
| First Nebraska Trust Co | 8,245 | $855.7K | 0.10% | +10+0.1% | Added |
| ICW Investment Advisors LLC | 8,169 | $848.0K | 0.47% | +694+9.3% | Added |
| Accurate Wealth Management, LLC | 5,899 | $847.0K | 0.70% | −15−0.3% | Reduced |
| Grimes & Company, Inc. | 8,085 | $839.0K | 0.04% | +12+0.1% | Added |
| Wayfinding Financial, LLC | 8,343 | $836.0K | 0.67% | +8,343 | New |
| MUFG Securities EMEA plc | 8,021 | $832.0K | 0.02% | +8,021 | New |
| Integrated Wealth Concepts LLC | 7,936 | $824.0K | 0.02% | −169−2.1% | Reduced |
| Boston Common Asset Management, LLC | 7,850 | $815.0K | 0.03% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,839 | $814.0K | 0.07% | −246,640−96.9% | Reduced |
| American Portfolios Advisors | 7,818 | $811.4K | 0.03% | +197+2.6% | Added |
| Washington Trust Co | 7,818 | $811.0K | 0.03% | −325−4.0% | Reduced |
| Midwest Professional Planners, LTD. | 7,810 | $811.0K | 0.39% | −35−0.4% | Reduced |
| Integrated Advisors Network LLC | 7,798 | $809.0K | 0.05% | +246+3.3% | Added |
| Wintrust Investments LLC | 7,783 | $808.0K | 0.08% | +7,783 | New |
| Blume Capital Management, Inc. | 7,775 | $807.0K | 0.27% | +7,375+1,843.8% | Added |
| Archford Capital Strategies, LLC | 7,746 | $804.0K | 0.18% | −534−6.4% | Reduced |
| Virtu Financial LLC | 7,703 | $799.0K | 0.08% | +7,703 | New |
| New England Research & Management, Inc. | 7,691 | $798.0K | 0.39% | −75−1.0% | Reduced |
| Stevard, LLC | 7,600 | $789.0K | 0.56% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,600 | $789.0K | 0.31% | +7,600 | New |
| Spinnaker Trust | 7,593 | $788.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,569 | $786.0K | 0.02% | −8−0.1% | Reduced |
| Johnson Investment Counsel Inc | 7,565 | $785.0K | 0.01% | −1,255−14.2% | Reduced |
| Tandem Capital Management Corp | 7,505 | $779.0K | 0.45% | −787−9.5% | Reduced |
| HBK Sorce Advisory LLC | 7,409 | $769.0K | 0.04% | −362−4.7% | Reduced |
| Abacus Planning Group, Inc. | 7,404 | $768.0K | 0.21% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,357 | $763.6K | 0.27% | 00.0% | Unchanged |
| Vestcor Inc | 7,356 | $763.0K | 0.03% | −1,489−16.8% | Reduced |
| Manchester Capital Management LLC | 7,352 | $763.0K | 0.10% | +142+2.0% | Added |
| Meritage Portfolio Management | 7,329 | $761.0K | 0.04% | −760−9.4% | Reduced |
| ARGI Investment Services, LLC | 7,319 | $760.0K | 0.02% | −9−0.1% | Reduced |
| Independent Advisor Alliance | 7,326 | $760.0K | 0.04% | +1,145+18.5% | Added |
| City Holding Co | 7,748 | $757.0K | 0.13% | −3,009−28.0% | Reduced |
| Sand Hill Global Advisors, LLC | 7,291 | $757.0K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 7,287 | $756.0K | 0.17% | −1,728−19.2% | Reduced |
| Cresset Asset Management, LLC | 7,266 | $755.0K | 0.01% | −3,447−32.2% | Reduced |
| Chesapeake Wealth Management | 7,203 | $747.0K | 0.25% | −1,000−12.2% | Reduced |
| Fortis Capital Management LLC | 7,157 | $743.0K | 0.39% | +462+6.9% | Added |
| Sadoff Investment Management LLC | 7,133 | $740.0K | 0.04% | −87−1.2% | Reduced |
| VeraBank, N.A. | 7,130 | $740.0K | 0.37% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,126 | $740.0K | 0.03% | +229+3.3% | Added |
| Addison Advisors LLC | 7,132 | $740.0K | 0.46% | +4,072+133.1% | Added |
| Townsend Asset Management Corp | 7,045 | $731.0K | 0.35% | −39−0.6% | Reduced |
| Sawtooth Solutions, LLC | 7,022 | $728.0K | 0.08% | +3,186+83.1% | Added |
| ASB Consultores, LLC | 6,994 | $726.0K | 0.36% | +6,994 | New |
| Jump Financial, LLC | 6,982 | $724.0K | 0.05% | +6,982 | New |
| Bank of Stockton | 6,899 | $716.0K | 0.21% | −26−0.4% | Reduced |
| Gotham Asset Management, LLC | 6,875 | $714.0K | 0.02% | −48,697−87.6% | Reduced |
| Aureus Asset Management, LLC | 6,880 | $714.0K | 0.04% | +50+0.7% | Added |
| Orrstown Financial Services Inc | 6,584 | $714.0K | 1.09% | −164−2.4% | Reduced |
| Capital Asset Advisory Services LLC | 6,828 | $709.0K | 0.08% | +2,353+52.6% | Added |
| Acas, LLC | 6,800 | $706.0K | 1.04% | 00.0% | Unchanged |
| Penbrook Management LLC | 6,791 | $705.0K | 0.42% | −500−6.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,797 | $705.0K | 0.23% | −20.0% | Reduced |
| Veracity Capital LLC | 6,783 | $704.0K | 0.28% | +4,262+169.1% | Added |
| Evergreen Wealth Solutions, LLC | 6,720 | $697.0K | 0.63% | +6,720 | New |
| Harbour Investments, Inc. | 6,705 | $696.0K | 0.04% | −8,839−56.9% | Reduced |
| Thoroughbred Financial Services, LLC | 6,707 | $696.0K | 0.15% | −8,394−55.6% | Reduced |
| Wesbanco Bank Inc | 6,700 | $695.0K | 0.03% | −300−4.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 6,690 | $694.0K | 0.09% | +4,577+216.6% | Added |
| Certified Advisory Corp | 6,646 | $690.0K | 0.15% | −179−2.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $687.0K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,605 | $686.0K | 0.03% | −2,000−23.2% | Reduced |
| Institute for Wealth Management, LLC. | 6,587 | $684.0K | 0.11% | +122+1.9% | Added |
| First Washington CORP | 6,500 | $675.0K | 0.26% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,477 | $672.0K | 0.03% | +6,477 | New |
| Tokio Marine Asset Management Co Ltd | 6,457 | $670.0K | 0.05% | +488+8.2% | Added |
| Stokes Family Office, LLC | 6,434 | $668.0K | 0.08% | +55+0.9% | Added |
| CoreFirst Bank & Trust | 6,400 | $664.0K | 0.43% | 00.0% | Unchanged |
| Assetmark, Inc | 6,402 | $664.0K | 0.00% | +479+8.1% | Added |
| Savant Capital, LLC | 6,367 | $661.0K | 0.02% | +434+7.3% | Added |
| Telemus Capital, LLC | 6,326 | $657.0K | 0.05% | −22,020−77.7% | Reduced |
| Partners Group Holding AG | 6,299 | $654.0K | 0.03% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,306 | $654.0K | 0.15% | +6,306 | New |
| Fragasso Group Inc. | 6,275 | $651.0K | 0.08% | +6,275 | New |
| Appleton Partners Inc | 6,264 | $650.0K | 0.05% | −26,588−80.9% | Reduced |
| Eukles Asset Management | 6,259 | $650.0K | 0.31% | +67+1.1% | Added |
| Coldstream Capital Management Inc | 6,217 | $645.0K | 0.02% | +3,228+108.0% | Added |
| Federated Hermes, Inc. | 6,168 | $640.0K | 0.00% | −2,345−27.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,112 | $634.0K | 0.06% | −2,011−24.8% | Reduced |
| Shepherd Financial Partners LLC | 6,105 | $634.0K | 0.11% | −106−1.7% | Reduced |
| Prentiss Smith & Co Inc | 6,060 | $629.0K | 0.30% | +6,060 | New |
| Evergreen Capital Management LLC | 6,006 | $623.0K | 0.02% | −18,452−75.4% | Reduced |
| Cito Capital Group, LLC | 6,000 | $623.0K | 0.26% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,971 | $620.0K | 0.43% | −1,892−24.1% | Reduced |
| LVM Capital Management Ltd | 5,925 | $615.0K | 0.08% | 00.0% | Unchanged |
| Maryland Capital Management | 5,910 | $613.0K | 0.03% | −249,158−97.7% | Reduced |