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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 3,538 | $197.4K | 0.00% | −954−21.2% | Reduced |
| Ridgewood Investments LLC | 3,587 | $200.1K | 0.08% | +3,587 | New |
| Parkside Financial Bank & Trust | 3,623 | $202.2K | 0.02% | +642+21.5% | Added |
| Clear Harbor Asset Management, LLC | 3,629 | $202.5K | 0.01% | −25−0.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,634 | $202.8K | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,636 | $202.9K | 0.01% | −1,538−29.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,642 | $203.2K | 0.06% | +3,642 | New |
| Downshift Financial, LLC | 3,309 | $204.5K | 0.11% | +3,309 | New |
| Beese Fulmer Investment Management, Inc. | 3,676 | $205.1K | 0.01% | +3,676 | New |
| Childress Capital Advisors, LLC | 3,684 | $205.6K | 0.04% | +3,684 | New |
| Reynders McVeigh Capital Management, LLC | 3,717 | $207.0K | 0.01% | −8,660−70.0% | Reduced |
| Secure Asset Management, LLC | 3,713 | $207.2K | 0.03% | −678−15.4% | Reduced |
| VestGen Advisors, LLC | 3,779 | $207.4K | 0.01% | −817−17.8% | Reduced |
| Sepio Capital, LP | 3,720 | $207.6K | 0.01% | −675−15.4% | Reduced |
| Caerus Investment Advisors, LLC | 3,736 | $208.5K | 0.09% | +3,736 | New |
| Koshinski Asset Management, Inc. | 3,738 | $208.6K | 0.01% | +374+11.1% | Added |
| Boit C F David | 3,750 | $209.3K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,750 | $209.3K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,775 | $210.6K | 0.02% | −1,650−30.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,356 | $210.8K | 0.00% | −353−9.5% | Reduced |
| Whittier Trust Co | 3,757 | $211.6K | 0.00% | +367+10.8% | Added |
| Western Wealth Management, LLC | 3,799 | $212.0K | 0.01% | −21−0.5% | Reduced |
| GenTrust, LLC | 3,826 | $213.5K | 0.01% | +3,826 | New |
| Capital Investment Advisors, LLC | 3,830 | $213.7K | 0.00% | −120−3.0% | Reduced |
| Madrona Financial Services, LLC | 3,860 | $215.4K | 0.05% | −48−1.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 3,875 | $216.2K | 0.07% | −402−9.4% | Reduced |
| Stephens Inc | 3,878 | $216.4K | 0.00% | +3,878 | New |
| Stephenson National Bank & Trust | 3,895 | $217.3K | 0.06% | +1,330+51.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,905 | $217.9K | 0.03% | −214−5.2% | Reduced |
| Rexford Capital Inc | 3,909 | $218.1K | 0.16% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,012 | $218.8K | 0.01% | +150+3.9% | Added |
| LMR Partners LLP | 3,922 | $218.8K | 0.00% | +3,922 | New |
| Ameritas Advisory Services, LLC | 3,927 | $219.1K | 0.01% | −1,794−31.4% | Reduced |
| Essex Financial Services, Inc. | 3,940 | $219.9K | 0.01% | +3,940 | New |
| Central Bank & Trust Co | 3,955 | $220.7K | 0.03% | −215−5.2% | Reduced |
| Drive Wealth Management, LLC | 3,964 | $221.2K | 0.05% | −1,922−32.7% | Reduced |
| Boston Family Office LLC | 3,972 | $222.0K | 0.01% | −1,200−23.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,990 | $222.6K | 0.01% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 4,000 | $223.2K | 0.16% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,020 | $224.3K | 0.01% | −1,365−25.3% | Reduced |
| Boston Trust Walden Corp | 4,035 | $225.2K | 0.00% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,042 | $225.5K | 0.02% | +31+0.8% | Added |
| Carnegie Lake Advisors LLC | 4,050 | $226.0K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,052 | $226.1K | 0.01% | +4,052 | New |
| Sagespring Wealth Partners, LLC | 4,057 | $226.4K | 0.00% | −4,070−50.1% | Reduced |
| St Germain D J Co Inc | 4,059 | $226.5K | 0.01% | −97−2.3% | Reduced |
| N.E.W. Advisory Services LLC | 4,068 | $227.0K | 0.02% | −2,575−38.8% | Reduced |
| Perkins Coie Trust Co | 4,100 | $228.7K | 0.04% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,100 | $228.8K | 0.22% | +700+20.6% | Added |
| Quadrant Capital Group LLC | 4,113 | $229.5K | 0.01% | +666+19.3% | Added |
| NorthCrest Asset Manangement, LLC | 4,092 | $229.8K | 0.01% | −124−2.9% | Reduced |
| TCG Advisory Services, LLC | 4,121 | $230.0K | 0.01% | +773+23.1% | Added |
| Sargent Investment Group, LLC | 4,130 | $230.5K | 0.03% | −620−13.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,145 | $231.3K | 0.02% | +4,145 | New |
| Chilton Investment Co LLC | 4,149 | $231.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,155 | $231.8K | 0.02% | −10−0.2% | Reduced |
| Ellevest, Inc. | 4,210 | $234.9K | 0.03% | −2,776−39.7% | Reduced |
| Bath Savings Trust Co | 4,237 | $236.4K | 0.03% | −6,888−61.9% | Reduced |
| Pallas Capital Advisors LLC | 4,237 | $236.4K | 0.01% | +4,237 | New |
| Catalyst Financial Partners LLC | 4,238 | $236.5K | 0.03% | +4,238 | New |
| Caliber Wealth Management, LLC | 4,244 | $236.8K | 0.03% | −8,619−67.0% | Reduced |
| Forbes J M & Co LLP | 4,258 | $237.6K | 0.02% | −85−2.0% | Reduced |
| Quarry LP | 4,272 | $238.4K | 0.05% | +4,272 | New |
| Ellis Investment Partners, LLC | 4,288 | $239.3K | 0.04% | −3−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,302 | $240.1K | 0.06% | −2,919−40.4% | Reduced |
| Avail Investment Partners, LLC | 4,401 | $246.0K | 0.26% | +4,401 | New |
| Michels Family Financial, LLC | 4,440 | $247.8K | 0.18% | −181−3.9% | Reduced |
| Papp L Roy & Associates | 4,442 | $247.9K | 0.03% | −5,575−55.7% | Reduced |
| Caldwell Trust Co | 4,445 | $248.0K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,448 | $248.2K | 0.05% | −3−0.1% | Reduced |
| Perigon Wealth Management, LLC | 4,450 | $248.3K | 0.00% | +690+18.4% | Added |
| Central Trust Co | 4,461 | $248.9K | 0.00% | −1,572−26.1% | Reduced |
| Strategic Financial Concepts, LLC | 4,485 | $250.3K | 0.06% | +4,485 | New |
| Gamco Investors, Inc. Et Al | 4,490 | $250.5K | 0.00% | −3,790−45.8% | Reduced |
| Verition Fund Management LLC | 4,508 | $251.5K | 0.00% | −231,834−98.1% | Reduced |
| Smith, Moore & Co. | 4,561 | $254.5K | 0.02% | −1,355−22.9% | Reduced |
| Certified Advisory Corp | 4,563 | $254.6K | 0.02% | −184−3.9% | Reduced |
| Journey Advisory Group, LLC | 4,576 | $255.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 4,583 | $255.7K | 0.03% | +709+18.3% | Added |
| Independent Financial Group, LLC | 4,621 | $257.9K | 0.01% | +310+7.2% | Added |
| Profund Advisors LLC | 4,632 | $258.5K | 0.01% | −964−17.2% | Reduced |
| Busey Wealth Management | 4,641 | $259.0K | 0.01% | −2,605−36.0% | Reduced |
| Middleton & Co Inc | 4,673 | $260.8K | 0.03% | −3,705−44.2% | Reduced |
| Journey Strategic Wealth LLC | 4,713 | $263.0K | 0.01% | +488+11.6% | Added |
| JBGlobal.com LLC | 4,717 | $263.2K | 0.26% | +146+3.2% | Added |
| Resonant Capital Advisors, LLC | 4,733 | $264.1K | 0.01% | −317−6.3% | Reduced |
| Great Diamond Partners, LLC | 4,770 | $266.2K | 0.05% | +194+4.2% | Added |
| Parallax Volatility Advisers, L.P. | 4,226 | $267.3K | 0.01% | +4,226 | New |
| Ameritas Investment Partners, Inc. | 4,814 | $268.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,913 | $274.0K | 0.01% | −488−9.0% | Reduced |
| Cypress Advisory Group LLC | 4,950 | $276.2K | 0.21% | −4,025−44.8% | Reduced |
| Burney Co | 4,966 | $277.1K | 0.01% | −756−13.2% | Reduced |
| Eukles Asset Management | 4,981 | $277.9K | 0.12% | −2,757−35.6% | Reduced |
| JBF Capital, Inc. | 5,000 | $279.0K | 0.04% | +1,000+25.0% | Added |
| Cigna Investments Inc | 5,048 | $282.0K | 0.04% | −169−3.2% | Reduced |
| CCM Investment Advisers LLC | 5,055 | $282.1K | 0.03% | −2,292−31.2% | Reduced |
| Davenport & Co LLC | 5,064 | $282.6K | 0.00% | −1,505−22.9% | Reduced |
| Wedmont Private Capital | 5,006 | $283.5K | 0.01% | −1,530−23.4% | Reduced |
| Smartleaf Asset Management LLC | 5,201 | $283.6K | 0.01% | −904−14.8% | Reduced |
| Cornerstone Wealth Group, LLC | 4,499 | $284.6K | 0.02% | −521−10.4% | Reduced |