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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 645 | $36.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 683 | $38.1K | 0.00% | +401+142.2% | Added |
| Bank of New Hampshire | 685 | $38.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $38.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 696 | $38.8K | 0.01% | +21+3.1% | Added |
| First PREMIER Bank | 704 | $39.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 709 | $39.6K | 0.00% | −4,116−85.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 716 | $40.0K | 0.02% | +716 | New |
| Raleigh Capital Management Inc. | 722 | $40.3K | 0.01% | −41−5.4% | Reduced |
| RWM Asset Management, LLC | 723 | $40.3K | 0.00% | +723 | New |
| Intesa Sanpaolo Wealth Management | 725 | $40.5K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 735 | $41.0K | 0.03% | +564+329.8% | Added |
| Covestor Ltd | 743 | $42.0K | 0.03% | +545+275.3% | Added |
| Keating Financial Advisory Services, Inc. | 754 | $42.1K | 0.01% | −6−0.8% | Reduced |
| Cornerstone Planning Group LLC | 745 | $42.7K | 0.01% | −8−1.1% | Reduced |
| Wall Street Financial Group, Inc. | 773 | $43.1K | 0.03% | +773 | New |
| Rialto Wealth Management, LLC | 776 | $43.3K | 0.01% | +776 | New |
| Trust Co | 779 | $43.5K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 800 | $45.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 824 | $46.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 844 | $47.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 847 | $47.6K | 0.00% | +81+10.6% | Added |
| Caitlin John, LLC | 857 | $47.8K | 0.03% | −148−14.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 872 | $48.7K | 0.02% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 873 | $48.7K | 0.04% | +64+7.9% | Added |
| Owl Creek Wealth Partners LLC | 876 | $48.9K | 0.02% | +876 | New |
| Crewe Advisors LLC | 984 | $54.9K | 0.00% | +114+13.1% | Added |
| Hillsdale Investment Management Inc. | 985 | $55.0K | 0.00% | −6,620−87.0% | Reduced |
| Rossby Financial, LCC | 998 | $55.3K | 0.01% | +781+359.9% | Added |
| Sittner & Nelson, LLC | 1,042 | $58.1K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,054 | $58.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,080 | $60.3K | 0.00% | −129−10.7% | Reduced |
| Ancora Advisors, LLC | 1,081 | $60.3K | 0.00% | +665+159.9% | Added |
| Private Trust Co NA | 1,089 | $60.8K | 0.01% | +88+8.8% | Added |
| JNBA Financial Advisors | 1,114 | $62.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,120 | $62.5K | 0.00% | +1,120 | New |
| CVA Family Office, LLC | 1,131 | $63.1K | 0.01% | +887+363.5% | Added |
| Aventura Private Wealth, LLC | 1,151 | $64.2K | 0.02% | −21−1.8% | Reduced |
| Zions Bancorporation, National Association | 1,159 | $64.7K | 0.00% | −7,591−86.8% | Reduced |
| Southern Michigan Bank & Trust | 1,200 | $67.0K | 0.03% | +1,200 | New |
| JFS Wealth Advisors, LLC | 1,206 | $67.3K | 0.00% | −21−1.7% | Reduced |
| Root Financial Partners, LLC | 1,222 | $68.2K | 0.00% | +64+5.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,245 | $69.5K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,273 | $71.0K | 0.00% | +235+22.6% | Added |
| SBI Securities Co., Ltd. | 1,298 | $72.4K | 0.00% | −1,131−46.6% | Reduced |
| Trust Co of Toledo NA | 1,322 | $73.8K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 1,328 | $74.1K | 0.01% | −3,055−69.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,334 | $74.4K | 0.01% | +583+77.6% | Added |
| Frazier Financial Advisors, LLC | 1,350 | $75.3K | 0.04% | +25+1.9% | Added |
| S-Bank Fund Management Ltd | 1,355 | $75.6K | 0.01% | −50−3.6% | Reduced |
| Quent Capital, LLC | 1,386 | $77.3K | 0.01% | −360−20.6% | Reduced |
| Cromwell Holdings LLC | 1,468 | $81.9K | 0.05% | +285+24.1% | Added |
| Onefund, LLC | 1,477 | $81.9K | 0.05% | −175−10.6% | Reduced |
| Mather Group, LLC. | 1,470 | $82.0K | 0.00% | +1,470 | New |
| Essential Partners LLC | 1,495 | $83.4K | 0.03% | −3−0.2% | Reduced |
| Paladin Partners, LLC | 1,500 | $83.7K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,513 | $84.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,525 | $85.1K | 0.02% | +684+81.3% | Added |
| Basecamp Wealth Advisors LLC | 1,548 | $86.4K | 0.02% | +82+5.6% | Added |
| Skylands Capital, LLC | 1,600 | $89.3K | 0.01% | +1,600 | New |
| Ronald Blue Trust, Inc. | 1,667 | $93.0K | 0.00% | −597−26.4% | Reduced |
| Union Savings Bank | 1,700 | $94.8K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,700 | $94.9K | 0.09% | +100+6.3% | Added |
| Close Asset Management Ltd | 1,804 | $101.0K | 0.00% | −1,113−38.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,935 | $108.0K | 0.01% | +919+90.5% | Added |
| Centaurus Financial, Inc. | 1,928 | $108.0K | 0.01% | −621−24.4% | Reduced |
| Albion Financial Group | 1,974 | $110.2K | 0.01% | −89,090−97.8% | Reduced |
| Castleark Management LLC | 2,000 | $111.6K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 2,000 | $111.6K | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,035 | $113.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,127 | $118.7K | 0.02% | −41−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,136 | $119.2K | 0.04% | +1,446+209.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,121 | $119.9K | 0.00% | +2,121 | New |
| CX Institutional | 2,186 | $122.0K | 0.00% | −88,553−97.6% | Reduced |
| Sunbelt Securities, Inc. | 2,290 | $127.8K | 0.01% | +215+10.4% | Added |
| Versant Capital Management, Inc | 2,430 | $135.6K | 0.01% | −344−12.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $136.1K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,500 | $139.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,512 | $140.2K | 0.00% | +430+20.7% | Added |
| Salem Investment Counselors Inc | 2,552 | $142.4K | 0.00% | +2,552 | New |
| Manchester Capital Management LLC | 2,586 | $144.3K | 0.02% | +84+3.4% | Added |
| TIAA Wealth Investment Management LLC | 2,620 | $146.2K | 0.00% | +2,620 | New |
| Whittier Trust Co of Nevada Inc | 2,609 | $146.9K | 0.00% | −600−18.7% | Reduced |
| Vanguard National Trust Co | 2,680 | $149.5K | 0.01% | +2,680 | New |
| Westpac Banking Corp | 2,734 | $152.6K | 0.01% | −952−25.8% | Reduced |
| Larson Financial Group LLC | 2,926 | $163.3K | 0.01% | +7+0.2% | Added |
| International Assets Investment Management, LLC | 3,010 | $166.9K | 0.01% | −1,094−26.7% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $167.0K | 0.07% | −5,303−63.9% | Reduced |
| Pavaki Capital Management LLC | 3,000 | $167.4K | 0.12% | 00.0% | Unchanged |
| Hara Capital LLC | 3,020 | $168.5K | 0.08% | +1,357+81.6% | Added |
| NBT Bank N A | 3,128 | $174.5K | 0.01% | −684−17.9% | Reduced |
| Atlantic Trust, LLC | 3,166 | $176.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,184 | $180.0K | 0.06% | −504−13.7% | Reduced |
| Alerus Financial NA | 3,300 | $184.1K | 0.01% | +3,175+2,540.0% | Added |
| Nemes Rush Group LLC | 3,321 | $185.3K | 0.02% | +368+12.5% | Added |
| Citadel Investment Advisory, Inc. | 3,399 | $190.0K | 0.09% | −151−4.3% | Reduced |
| Global X Japan Co., Ltd. | 3,412 | $190.4K | 0.01% | +3,412 | New |
| MCF Advisors LLC | 3,450 | $192.5K | 0.01% | +3,182+1,187.3% | Added |
| LOM Asset Management Ltd | 3,481 | $194.2K | 0.06% | −4,311−55.3% | Reduced |
| Venturi Wealth Management, LLC | 3,525 | $196.7K | 0.01% | −5,571−61.2% | Reduced |