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, Q1 2026
Institutional positions in Fiserv Inc as of Mar 31, 2026. 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
- 1,264
- −112 vs. Q4 2025
- Shares held
- 465.3M
- +50.4M (+12.1%) vs. Q4 2025
- Total value
- $26.0B
- −$1.98B (−7.1%) vs. Q4 2025
- New holders
- 132
- 482 more added
- Sold out
- 244
- 498 more reduced
25 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 120 | $6.70K | 0.00% | −254−67.9% | Reduced |
| Corsicana & Co. | 31 | $6.85K | 0.00% | −50−61.7% | Reduced |
| Richardson Financial Services Inc. | 123 | $6.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 130 | $7.00K | 0.00% | +101+348.3% | Added |
| Miller Global Investments, LLC | 129 | $7.20K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 131 | $7.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $7.37K | 0.00% | −100−43.1% | Reduced |
| Joseph Group Capital Management | 134 | $7.48K | 0.00% | +134 | New |
| Marshall Investment Management, LLC | 140 | $7.81K | 0.00% | +140 | New |
| Ballast Advisors LLC | 143 | $7.98K | 0.00% | +143 | New |
| Bogart Wealth, LLC | 143 | $8.00K | 0.00% | +104+266.7% | Added |
| Bare Financial Services, Inc | 147 | $8.20K | 0.00% | +127+635.0% | Added |
| ZRC Wealth Management, LLC | 148 | $8.26K | 0.00% | −71−32.4% | Reduced |
| Hilton Head Capital Partners, LLC | 149 | $8.31K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 152 | $8.48K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 157 | $8.76K | 0.00% | −15−8.7% | Reduced |
| Highline Wealth Partners LLC | 157 | $8.76K | 0.00% | +97+161.7% | Added |
| Prestige Wealth Management Group LLC | 161 | $8.98K | 0.00% | +12+8.1% | Added |
| Valley National Advisers Inc | 165 | $9.00K | 0.00% | −1,200−87.9% | Reduced |
| Gables Capital Management Inc. | 171 | $9.54K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 175 | $9.77K | 0.00% | −4,547−96.3% | Reduced |
| Prosperity Bancshares Inc | 175 | $9.77K | 0.01% | +175 | New |
| Capital Analysts, LLC | 182 | $10.0K | 0.00% | −29−13.7% | Reduced |
| Phillip James Consulting Co. | 182 | $10.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 181 | $10.1K | 0.00% | +92+103.4% | Added |
| Main Street Group, LTD | 181 | $10.1K | 0.00% | +181 | New |
| JPL Wealth Management, LLC | 182 | $10.2K | 0.00% | +182 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 190 | $10.6K | 0.01% | +190 | New |
| Armstrong Advisory Group, Inc | 194 | $10.8K | 0.00% | +118+155.3% | Added |
| Kemnay Advisory Services Inc. | 196 | $10.9K | 0.00% | +22+12.6% | Added |
| Financial Network Wealth Advisors LLC | 197 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 202 | $11.3K | 0.00% | +77+61.6% | Added |
| Sankala Group LLC | 211 | $11.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 209 | $11.7K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 210 | $11.7K | 0.00% | −1,164−84.7% | Reduced |
| Kilter Group LLC | 213 | $11.9K | 0.01% | +98+85.2% | Added |
| SJS Investment Consulting Inc. | 214 | $11.9K | 0.00% | −633−74.7% | Reduced |
| WealthCollab, LLC | 217 | $12.1K | 0.00% | +197+985.0% | Added |
| Kennebec Savings Bank | 220 | $12.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 220 | $12.3K | 0.00% | +71+47.7% | Added |
| Sound Income Strategies, LLC | 223 | $12.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $12.6K | 0.00% | +218+3,114.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 226 | $12.6K | 0.01% | +131+137.9% | Added |
| Sachetta, LLC | 228 | $12.7K | 0.01% | +151+196.1% | Added |
| Financial Management Professionals, Inc. | 229 | $12.8K | 0.00% | −109−32.2% | Reduced |
| Horizon Financial Services, LLC | 229 | $12.8K | 0.01% | +208+990.5% | Added |
| Activest Wealth Management | 240 | $13.4K | 0.00% | −51−17.5% | Reduced |
| Broadwater Capital Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 244 | $13.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 257 | $14.3K | 0.00% | +28+12.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 266 | $14.8K | 0.00% | +266 | New |
| Evergreen Advisors, LLC | 270 | $15.1K | 0.00% | +270 | New |
| Garden State Investment Advisory Services LLC | 275 | $15.3K | 0.00% | −286−51.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 275 | $15.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 276 | $15.4K | 0.00% | −59−17.6% | Reduced |
| Capital Advisors, Ltd. LLC | 284 | $16.0K | 0.00% | −141−33.2% | Reduced |
| Ogorek Anthony Joseph | 296 | $16.0K | 0.00% | +186+169.1% | Added |
| Cullen/Frost Bankers, Inc. | 289 | $16.1K | 0.00% | −168−36.8% | Reduced |
| Westside Investment Management, Inc. | 308 | $17.2K | 0.00% | −4−1.3% | Reduced |
| Medallion Wealth Advisors, LLC | 310 | $17.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 318 | $17.7K | 0.00% | −31−8.9% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $17.9K | 0.00% | −124−27.9% | Reduced |
| Private Wealth Asset Management, LLC | 328 | $18.3K | 0.00% | −50−13.2% | Reduced |
| Davis Capital Management | 330 | $18.4K | 0.01% | −4−1.2% | Reduced |
| NBC Securities, Inc. | 337 | $18.8K | 0.00% | −1,719−83.6% | Reduced |
| Y.D. More Investments Ltd | 343 | $19.1K | 0.00% | −7,226−95.5% | Reduced |
| Piscataqua Savings Bank | 355 | $19.8K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 368 | $20.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 376 | $21.0K | 0.00% | +335+817.1% | Added |
| Compagnie Lombard Odier SCmA | 380 | $21.2K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 382 | $21.3K | 0.01% | +82+27.3% | Added |
| Goodman Advisory Group, LLC | 395 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 395 | $22.2K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 408 | $22.3K | 0.00% | −9,170−95.7% | Reduced |
| Elkhorn Partners Limited Partnership | 400 | $22.3K | 0.01% | +270+207.7% | Added |
| Opal Wealth Advisors, LLC | 408 | $22.8K | 0.01% | +408 | New |
| Godfrey Financial Associates, Inc. | 426 | $23.8K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 430 | $24.0K | 0.01% | +299+228.2% | Added |
| True Wealth Design, LLC | 434 | $24.2K | 0.01% | +122+39.1% | Added |
| Plato Investment Management Ltd | 435 | $24.3K | 0.00% | −5,735−92.9% | Reduced |
| Princeton Global Asset Management LLC | 455 | $25.4K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 469 | $26.2K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 480 | $27.0K | 0.01% | +460+2,300.0% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 484 | $27.0K | 0.01% | +484 | New |
| Hickory Point Bank & Trust | 486 | $27.1K | 0.02% | +486 | New |
| Altshuler Shaham Ltd | 495 | $27.6K | 0.00% | +132+36.4% | Added |
| Atwood & Palmer Inc | 500 | $27.9K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $27.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 19,784 | $28.3K | 0.00% | +95+0.5% | Added |
| Triumph Capital Management | 508 | $28.3K | 0.01% | −20−3.8% | Reduced |
| Grove Bank & Trust | 550 | $30.7K | 0.00% | −171−23.7% | Reduced |
| Financial Perspectives, Inc | 550 | $30.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 550 | $30.7K | 0.01% | +550 | New |
| Security National Bank | 600 | $33.5K | 0.00% | −600−50.0% | Reduced |
| IAG Wealth Partners, LLC | 606 | $33.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 603 | $34.0K | 0.00% | −227−27.3% | Reduced |