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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 7,322 | $408.6K | 0.09% | −47−0.6% | Reduced |
| Rothschild Investment LLC | 7,348 | $410.0K | 0.02% | +5,608+322.3% | Added |
| Harbor Investment Advisory, LLC | 7,446 | $415.5K | 0.03% | −1,214−14.0% | Reduced |
| Greenleaf Trust | 7,480 | $417.4K | 0.00% | +1,263+20.3% | Added |
| Radnor Capital Management, LLC | 7,524 | $419.8K | 0.06% | 00.0% | Unchanged |
| GFS Advisors, LLC | 6,365 | $420.0K | 0.03% | +6,365 | New |
| Grimes & Company, Inc. | 7,593 | $423.7K | 0.01% | −384−4.8% | Reduced |
| Kerrisdale Advisers, LLC | 7,630 | $425.8K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,656 | $427.2K | 0.01% | +20+0.3% | Added |
| Intelligence Driven Advisers, LLC | 7,674 | $428.2K | 0.07% | −10.0% | Reduced |
| Baker Avenue Asset Management, LP | 7,688 | $429.0K | 0.01% | +1,702+28.4% | Added |
| Arkadios Wealth Advisors | 7,691 | $429.2K | 0.01% | +5+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 7,712 | $430.4K | 0.00% | −2,416−23.9% | Reduced |
| Brookstone Capital Management | 7,739 | $431.9K | 0.00% | −1,266−14.1% | Reduced |
| SkyView Investment Advisors, LLC | 7,722 | $432.0K | 0.06% | +670+9.5% | Added |
| Moors & Cabot, Inc. | 7,753 | $432.6K | 0.02% | −2,226−22.3% | Reduced |
| Spartan Wealth Advisory Services LLC | 7,779 | $434.1K | 0.04% | +7,779 | New |
| Dean Investment Associates, LLC | 7,794 | $434.9K | 0.06% | +4,249+119.9% | Added |
| Trace Wealth Advisors, LLC | 7,815 | $436.1K | 0.33% | +7,815 | New |
| Van Eck Associates Corp | 7,846 | $438.0K | 0.00% | −20,690−72.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,855 | $438.3K | 0.00% | −26,630−77.2% | Reduced |
| Nilsine Partners, LLC | 7,154 | $438.3K | 0.03% | −186−2.5% | Reduced |
| Bull Harbor Capital LLC | 7,873 | $439.3K | 0.12% | +7,873 | New |
| RD Finance Ltd | 7,940 | $443.0K | 0.50% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,955 | $443.9K | 0.01% | −33,300−80.7% | Reduced |
| Ridgepath Capital Management LLC | 7,994 | $446.1K | 0.22% | +761+10.5% | Added |
| Teacher Retirement System of Texas | 8,062 | $449.9K | 0.00% | −89,729−91.8% | Reduced |
| Gateway Investment Advisers LLC | 8,064 | $450.0K | 0.01% | +8,064 | New |
| Pflug Koory, LLC | 8,092 | $451.5K | 0.21% | 00.0% | Unchanged |
| Edmp, Inc. | 8,102 | $452.1K | 0.37% | +8,102 | New |
| Vise Technologies, Inc. | 6,744 | $453.0K | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 8,204 | $457.8K | 0.01% | −1,567−16.0% | Reduced |
| Abacus Wealth Partners, LLC | 8,234 | $459.5K | 0.04% | +386+4.9% | Added |
| LRT Capital Management, LLC | 8,263 | $461.1K | 0.43% | +2,009+32.1% | Added |
| Wayfinding Financial, LLC | 8,333 | $464.0K | 0.20% | +10+0.1% | Added |
| LS Investment Advisors, LLC | 8,349 | $465.9K | 0.07% | −57,229−87.3% | Reduced |
| Krilogy Financial LLC | 7,485 | $467.4K | 0.02% | +2,561+52.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,380 | $467.6K | 0.03% | +8,380 | New |
| Abacus Planning Group, Inc. | 8,459 | $472.0K | 0.06% | −15−0.2% | Reduced |
| Lazari Capital Management, Inc. | 8,543 | $476.7K | 0.17% | +2,880+50.9% | Added |
| Apollon Wealth Management, LLC | 8,617 | $480.9K | 0.01% | +549+6.8% | Added |
| Johnson Financial Group, Inc. | 8,695 | $485.2K | 0.02% | −1,793−17.1% | Reduced |
| Key Financial Inc | 8,759 | $488.8K | 0.09% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 8,779 | $489.9K | 0.03% | +8,779 | New |
| Parallel Advisors, LLC | 8,783 | $490.1K | 0.01% | −3,327−27.5% | Reduced |
| Factory Mutual Insurance Co | 8,800 | $491.0K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,820 | $492.2K | 0.06% | +160+1.8% | Added |
| Miracle Mile Advisors, LLC | 8,885 | $495.8K | 0.01% | +1,166+15.1% | Added |
| Chiron Capital Management, LLC | 8,902 | $496.7K | 0.51% | +8,902 | New |
| Eads & Heald Wealth Management | 8,908 | $497.1K | 0.25% | −1,734−16.3% | Reduced |
| TCW Group Inc | 8,926 | $498.1K | 0.00% | +157+1.8% | Added |
| Cooper Financial Group | 8,972 | $500.6K | 0.05% | −60−0.7% | Reduced |
| Aaron Wealth Advisors | 8,999 | $502.1K | 0.03% | −6,897−43.4% | Reduced |
| Jacobi Capital Management LLC | 9,012 | $502.9K | 0.03% | +1,708+23.4% | Added |
| Cresset Asset Management, LLC | 9,058 | $505.4K | 0.00% | −3,086−25.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 9,073 | $506.3K | 0.00% | +9,073 | New |
| Heritage Trust Co | 9,146 | $510.3K | 0.05% | −99−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,151 | $510.6K | 0.03% | +3,343+57.6% | Added |
| SRS Capital Advisors, Inc. | 9,217 | $514.3K | 0.01% | +276+3.1% | Added |
| Bokf, NA | 9,252 | $516.3K | 0.01% | +35+0.4% | Added |
| SFE Investment Counsel | 9,285 | $518.1K | 0.08% | −21,122−69.5% | Reduced |
| Mutual Advisors, LLC | 9,330 | $520.6K | 0.01% | +2,573+38.1% | Added |
| AE Wealth Management LLC | 9,349 | $521.7K | 0.00% | +875+10.3% | Added |
| Pinnacle Associates Ltd | 9,354 | $522.0K | 0.01% | −5,237−35.9% | Reduced |
| Capital Investment Counsel, LLC | 9,443 | $526.9K | 0.07% | 00.0% | Unchanged |
| Parrish Capital LLC | 9,520 | $531.2K | 0.47% | +1,683+21.5% | Added |
| Commerzbank Aktiengesellschaft | 9,535 | $532.0K | 0.01% | +3,532+58.8% | Added |
| Horizon Investments, LLC | 9,541 | $532.4K | 0.01% | +428+4.7% | Added |
| Canada Post Corp Registered Pension Plan | 9,588 | $535.0K | 0.02% | −4,400−31.5% | Reduced |
| Signaturefd, LLC | 9,699 | $541.2K | 0.01% | −1,663−14.6% | Reduced |
| Avanza Fonder AB | 9,714 | $542.0K | 0.01% | +159+1.7% | Added |
| Alpha Wealth Funds, LLC | 10,000 | $545.3K | 0.39% | +4,800+92.3% | Added |
| Provident Investment Management, Inc. | 9,805 | $547.1K | 0.05% | −3,791−27.9% | Reduced |
| Circle Wealth Management, LLC | 9,849 | $549.6K | 0.01% | +1,560+18.8% | Added |
| EverSource Wealth Advisors, LLC | 9,903 | $552.5K | 0.02% | +2,915+41.7% | Added |
| First Heartland Consultants, Inc. | 9,927 | $553.9K | 0.04% | +9,927 | New |
| Resources Investment Advisors, LLC. | 9,952 | $555.3K | 0.01% | +1,744+21.2% | Added |
| Scharf Investments, LLC | 9,995 | $557.7K | 0.02% | −4,049−28.8% | Reduced |
| Ninety One SA (PTY) Ltd | 10,098 | $563.5K | 0.02% | +10,098 | New |
| Tema ETFs LLC | 10,164 | $567.2K | 0.04% | +211+2.1% | Added |
| Belpointe Asset Management LLC | 10,205 | $569.4K | 0.02% | +6,510+176.2% | Added |
| AdvisorNet Financial, Inc | 10,228 | $570.7K | 0.03% | −151−1.5% | Reduced |
| Baxter Bros Inc | 10,230 | $570.8K | 0.07% | −3,525−25.6% | Reduced |
| SlateStone Wealth, LLC | 10,274 | $573.0K | 0.05% | +5,082+97.9% | Added |
| Kendall Capital Management | 10,293 | $574.3K | 0.12% | −375−3.5% | Reduced |
| Capital City Trust Co | 10,327 | $576.2K | 0.13% | −8,231−44.4% | Reduced |
| Boomfish Wealth Group, LLC | 10,359 | $578.0K | 0.31% | −22−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,413 | $581.0K | 0.00% | −51,359−83.1% | Reduced |
| Brown Brothers Harriman & Co | 10,461 | $583.7K | 0.00% | +2,881+38.0% | Added |
| Transcend Wealth Collective, LLC | 10,499 | $585.8K | 0.05% | +6,516+163.6% | Added |
| Vestcor Inc | 10,554 | $589.0K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,562 | $589.4K | 0.00% | −375,957−97.3% | Reduced |
| Howland Capital Management LLC | 10,583 | $590.5K | 0.02% | −856−7.5% | Reduced |
| Power Wealth Management LLC | 10,596 | $591.3K | 0.22% | −6−0.1% | Reduced |
| Mission Wealth Management, LP | 10,616 | $592.4K | 0.01% | +252+2.4% | Added |
| Premier Path Wealth Partners, LLC | 10,660 | $594.8K | 0.08% | −3,593−25.2% | Reduced |
| Regions Financial Corp | 10,669 | $595.3K | 0.00% | −3,374−24.0% | Reduced |
| Fayez Sarofim & Co | 10,753 | $600.0K | 0.00% | −1,896−15.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,757 | $600.2K | 0.03% | −6,559−37.9% | Reduced |
| Flagship Harbor Advisors, LLC | 10,775 | $601.2K | 0.03% | +1,266+13.3% | Added |