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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 5,101 | $285.0K | 0.01% | −261−4.9% | Reduced |
| Institute for Wealth Management, LLC. | 5,119 | $285.6K | 0.03% | −53−1.0% | Reduced |
| GTS Securities LLC | 5,141 | $286.9K | 0.01% | −1,887−26.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,178 | $288.9K | 0.01% | +16+0.3% | Added |
| Agate Pass Investment Management, LLC | 5,194 | $289.8K | 0.11% | −8,071−60.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,195 | $289.9K | 0.00% | +959+22.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $290.2K | 0.15% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,250 | $293.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,257 | $293.3K | 0.00% | −2,963−36.0% | Reduced |
| Modera Wealth Management, LLC | 5,270 | $294.1K | 0.00% | +40+0.8% | Added |
| Moneta Group Investment Advisors LLC | 5,271 | $294.1K | 0.00% | −30−0.6% | Reduced |
| Keeler Thomas Management LLC | 5,285 | $294.9K | 0.12% | +1,104+26.4% | Added |
| CTC Alternative Strategies, Ltd. | 5,300 | $295.7K | 0.67% | +5,300 | New |
| United Community Bank | 5,349 | $298.5K | 0.10% | +5,134+2,387.9% | Added |
| Pitcairn Wealth Advisors LLC | 4,446 | $298.6K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 5,363 | $299.3K | 0.26% | +9+0.2% | Added |
| Waddell & Associates, LLC | 5,370 | $299.6K | 0.02% | +5,370 | New |
| DGS Capital Management, LLC | 5,391 | $300.8K | 0.05% | +5,391 | New |
| Vestmark Advisory Solutions, Inc. | 5,413 | $302.0K | 0.00% | +785+17.0% | Added |
| Clark Asset Management, LLC | 5,460 | $304.7K | 0.03% | +64+1.2% | Added |
| City State Bank | 5,460 | $304.7K | 0.08% | +1,025+23.1% | Added |
| Newman Dignan & Sheerar, Inc. | 5,475 | $305.5K | 0.06% | −1,917−25.9% | Reduced |
| Boston Common Asset Management, LLC | 5,495 | $306.6K | 0.02% | −292−5.0% | Reduced |
| Capital Investment Counsel, Inc | 5,500 | $306.9K | 0.04% | +695+14.5% | Added |
| Cidel Asset Management Inc | 5,548 | $309.5K | 0.02% | +5,548 | New |
| Flagship Wealth Advisors, LLC | 1,805 | $311.2K | 0.13% | +1,805 | New |
| Ostrum Asset Management | 5,591 | $311.9K | 0.02% | −6,407−53.4% | Reduced |
| Barnett & Company, Inc. | 5,700 | $318.1K | 0.25% | +450+8.6% | Added |
| Plan A Wealth LLC | 5,725 | $319.5K | 0.15% | +952+19.9% | Added |
| Umb Bank N A | 5,753 | $321.0K | 0.00% | −4,076−41.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,782 | $322.6K | 0.01% | −25,036−81.2% | Reduced |
| Flywheel Private Wealth LLC | 5,800 | $323.6K | 0.18% | +5,800 | New |
| Employees Retirement System of Texas | 5,815 | $324.0K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,878 | $325.9K | 0.01% | +1,993+51.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,844 | $326.1K | 0.11% | −1,976−25.3% | Reduced |
| Advyzon Investment Management, LLC | 5,868 | $327.4K | 0.03% | −3,416−36.8% | Reduced |
| Level Four Advisory Services, LLC | 5,881 | $328.2K | 0.01% | −6,878−53.9% | Reduced |
| Soltis Investment Advisors LLC | 5,911 | $329.8K | 0.02% | +1,294+28.0% | Added |
| Mount Yale Investment Advisors, LLC | 5,915 | $330.0K | 0.01% | +1,287+27.8% | Added |
| Diversified Management Inc | 5,934 | $331.1K | 0.06% | +254+4.5% | Added |
| Inscription Capital, LLC | 5,936 | $331.2K | 0.03% | −1,083−15.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,949 | $332.0K | 0.05% | +993+20.0% | Added |
| Arcataur Capital Management LLC | 5,977 | $333.5K | 0.09% | −145−2.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,989 | $334.2K | 0.08% | +1,966+48.9% | Added |
| TrueWealth Advisors, LLC | 6,057 | $338.0K | 0.09% | +2,523+71.4% | Added |
| We Are One Seven, LLC | 6,081 | $339.3K | 0.01% | −38,728−86.4% | Reduced |
| GM Advisory Group, Inc. | 6,129 | $342.0K | 0.01% | −1,063−14.8% | Reduced |
| Roberts Glore & Co Inc | 6,131 | $342.1K | 0.09% | +113+1.9% | Added |
| Beacon Pointe Advisors, LLC | 6,132 | $342.2K | 0.00% | +1,546+33.7% | Added |
| Blackstone Group Inc. | 6,168 | $344.2K | 0.00% | +6,168 | New |
| CoreFirst Bank & Trust | 6,200 | $346.0K | 0.18% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,220 | $347.1K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,226 | $347.4K | 0.01% | +1,702+37.6% | Added |
| Legacy Trust | 6,236 | $348.0K | 0.07% | −31−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 6,256 | $349.1K | 0.00% | +1,060+20.4% | Added |
| Cary Street Partners Financial LLC | 6,261 | $349.4K | 0.01% | −6,520−51.0% | Reduced |
| Cozad Asset Management Inc | 6,268 | $349.8K | 0.03% | −550−8.1% | Reduced |
| Erste Asset Management GmbH | 6,430 | $350.6K | 0.00% | −1,040−13.9% | Reduced |
| Trust Asset Management LLC | 6,318 | $352.5K | 0.03% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 6,335 | $353.5K | 0.04% | −255−3.9% | Reduced |
| PFG Investments, LLC | 6,348 | $354.2K | 0.02% | +2,209+53.4% | Added |
| Evoke Wealth, LLC | 6,348 | $354.2K | 0.01% | +6,348 | New |
| Oslo Pensjonsforsikring AS | 6,377 | $355.8K | 0.06% | +6,377 | New |
| Mirabella Financial Services LLP | 6,383 | $356.2K | 0.03% | −658−9.3% | Reduced |
| Moody National Bank Trust Division | 6,399 | $357.1K | 0.03% | +203+3.3% | Added |
| TownSquare Capital, LLC | 6,405 | $357.4K | 0.08% | −662−9.4% | Reduced |
| Oasis Advisors, LLC | 6,420 | $358.3K | 0.07% | +6,420 | New |
| Johnson Investment Counsel Inc | 6,422 | $358.3K | 0.00% | −1,561−19.6% | Reduced |
| Tocqueville Asset Management L.P. | 6,454 | $360.1K | 0.01% | −3,883−37.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,472 | $361.1K | 0.00% | −4,827−42.7% | Reduced |
| Storgate, LLC | 6,487 | $362.0K | 0.28% | +90+1.4% | Added |
| Duncker Streett & Co Inc | 6,495 | $362.4K | 0.07% | −1,932−22.9% | Reduced |
| HBK Sorce Advisory LLC | 6,561 | $364.0K | 0.01% | +1,127+20.7% | Added |
| Wisconsin Capital Management LLC | 6,530 | $364.4K | 0.20% | −4,070−38.4% | Reduced |
| Dorato Capital Management | 6,477 | $366.8K | 0.27% | 00.0% | Unchanged |
| Old National Bancorp | 6,580 | $367.2K | 0.01% | +42+0.6% | Added |
| Ifrah Financial Services, Inc. | 6,597 | $368.1K | 0.10% | −1,225−15.7% | Reduced |
| Chemistry Wealth Management LLC | 6,666 | $372.0K | 0.07% | +3,555+114.3% | Added |
| Wesbanco Bank Inc | 6,667 | $372.0K | 0.01% | −338−4.8% | Reduced |
| First National Trust Co | 6,669 | $372.1K | 0.01% | −5,388−44.7% | Reduced |
| First Horizon Corp | 6,693 | $373.5K | 0.02% | −257−3.7% | Reduced |
| Cowa, LLC | 6,700 | $373.9K | 0.10% | +1,637+32.3% | Added |
| Cheviot Value Management, LLC | 6,710 | $374.4K | 0.04% | −7−0.1% | Reduced |
| Spinnaker Trust | 6,755 | $376.9K | 0.02% | −541−7.4% | Reduced |
| Purkiss Capital Advisors LLC | 6,805 | $379.7K | 0.17% | −310−4.4% | Reduced |
| Savvy Advisors, Inc. | 6,834 | $381.3K | 0.01% | +3,385+98.1% | Added |
| Legend Financial Advisors, Inc. | 6,844 | $381.9K | 0.25% | 00.0% | Unchanged |
| Mendel Money Management | 6,870 | $383.3K | 0.16% | −1,412−17.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,895 | $384.8K | 0.01% | −74−1.1% | Reduced |
| Haverford Trust Co | 6,982 | $389.6K | 0.00% | −378−5.1% | Reduced |
| Operose Advisors LLC | 6,994 | $390.3K | 0.09% | −1,459−17.3% | Reduced |
| Hennessy Advisors Inc | 7,000 | $390.6K | 0.01% | −1,000−12.5% | Reduced |
| Landaas & Co | 7,089 | $395.6K | 0.09% | −712−9.1% | Reduced |
| Investors Asset Management of Georgia Inc | 7,111 | $396.8K | 0.16% | +135+1.9% | Added |
| Aigen Investment Management, LP | 7,122 | $397.4K | 0.10% | −18,181−71.9% | Reduced |
| Caldwell Investment Management Ltd. | 7,300 | $398.6K | 0.16% | +7,300 | New |
| Malaga Cove Capital, LLC | 7,161 | $399.6K | 0.14% | −217−2.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,198 | $401.6K | 0.01% | +12+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 7,302 | $407.5K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,313 | $408.1K | 0.07% | +7,313 | New |