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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 10,788 | $601.7K | 0.01% | +7,745+254.5% | Added |
| Ballentine Partners, LLC | 10,829 | $604.3K | 0.01% | +5,491+102.9% | Added |
| Convergence Financial, LLC | 11,042 | $616.1K | 0.07% | +506+4.8% | Added |
| Peapack Gladstone Financial Corp | 11,160 | $622.0K | 0.01% | +1,453+15.0% | Added |
| Rehmann Capital Advisory Group | 11,203 | $625.1K | 0.03% | +283+2.6% | Added |
| Wealthspire Advisors, LLC | 11,287 | $629.8K | 0.00% | +887+8.5% | Added |
| Annex Advisory Services, LLC | 11,350 | $633.3K | 0.01% | −1,627−12.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,432 | $637.9K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 11,513 | $642.4K | 0.11% | +172+1.5% | Added |
| Los Angeles Capital Management LLC | 11,528 | $643.3K | 0.00% | +9,077+370.3% | Added |
| Meeder Advisory Services, Inc. | 11,601 | $647.3K | 0.03% | −1,336−10.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,279 | $650.3K | 0.01% | +2,509+32.3% | Added |
| Abundance Wealth Counselors | 11,705 | $653.1K | 0.09% | +1,911+19.5% | Added |
| Jefferies Financial Group Inc. | 11,725 | $654.3K | 0.01% | −157−1.3% | Reduced |
| Positano Wealth Management Ltd | 11,728 | $654.4K | 0.48% | −342−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 11,738 | $655.0K | 0.01% | +1,203+11.4% | Added |
| Dakota Wealth Management | 11,844 | $660.9K | 0.01% | +8,590+264.0% | Added |
| Banco Santander, S.A. | 11,875 | $662.6K | 0.01% | −21,114−64.0% | Reduced |
| Sawyer & Company, Inc | 11,905 | $664.3K | 0.26% | −161−1.3% | Reduced |
| Kovack Advisors, Inc. | 12,006 | $665.9K | 0.04% | −79−0.7% | Reduced |
| Notis-McConarty Edward | 11,965 | $667.6K | 0.33% | −22,950−65.7% | Reduced |
| Prelude Capital Management, LLC | 12,000 | $669.6K | 0.05% | −8,197−40.6% | Reduced |
| LSV Asset Management | 12,083 | $674.0K | 0.00% | +55+0.5% | Added |
| Matters Capital LLC | 12,144 | $677.6K | 0.60% | +6,072+100.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,163 | $678.7K | 0.13% | −265−2.1% | Reduced |
| Massmutual Trust Co FSB | 12,193 | $680.4K | 0.02% | −8,025−39.7% | Reduced |
| Polymer Capital Management (US) LLC | 12,218 | $681.8K | 0.10% | −6,375−34.3% | Reduced |
| Palisade Asset Management, LLC | 12,266 | $684.4K | 0.07% | −87−0.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12,322 | $687.6K | 0.08% | −2,444−16.6% | Reduced |
| EP Wealth Advisors, LLC | 12,375 | $690.5K | 0.00% | −4,497−26.7% | Reduced |
| Sentinus, LLC | 12,391 | $691.4K | 0.06% | +12,391 | New |
| Allworth Financial LP | 12,522 | $698.7K | 0.00% | +4,369+53.6% | Added |
| Alps Advisors Inc | 12,556 | $700.6K | 0.00% | +109+0.9% | Added |
| Citizens Financial Group Inc | 12,604 | $703.3K | 0.01% | +1,891+17.7% | Added |
| Investment Research Partners LLC | 12,641 | $705.4K | 0.29% | +2,453+24.1% | Added |
| Sterling Capital Management LLC | 12,737 | $710.7K | 0.01% | −3,173−19.9% | Reduced |
| ICW Investment Advisors LLC | 12,833 | $716.1K | 0.26% | +1,975+18.2% | Added |
| Spirepoint Private Client, LLC | 12,945 | $722.3K | 0.07% | +15+0.1% | Added |
| WESCAP Management Group, Inc. | 12,985 | $724.6K | 0.14% | −100−0.8% | Reduced |
| Cantor Fitzgerald, L. P. | 13,000 | $725.4K | 0.03% | +13,000 | New |
| John G Ullman & Associates Inc | 13,083 | $730.0K | 0.10% | +5,633+75.6% | Added |
| Great Valley Advisor Group, Inc. | 13,087 | $730.4K | 0.01% | −575−4.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,140 | $733.2K | 0.02% | −500−3.7% | Reduced |
| Bryn Mawr Trust Co | 13,207 | $737.0K | 0.02% | −5,860−30.7% | Reduced |
| Warren Averett Asset Management, LLC | 13,228 | $738.1K | 0.01% | +1,344+11.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,275 | $740.7K | 0.02% | +3,937+42.2% | Added |
| Hardy Reed LLC | 13,278 | $740.9K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 13,365 | $745.8K | 0.17% | +5,725+74.9% | Added |
| Focus Financial Network, Inc. | 13,389 | $747.1K | 0.03% | +323+2.5% | Added |
| Central Pacific Bank - Trust Division | 13,425 | $749.1K | 0.10% | +100+0.8% | Added |
| V-Square Quantitative Management LLC | 13,461 | $751.1K | 0.08% | −170−1.2% | Reduced |
| Integral Investment Advisors, Inc. | 13,645 | $761.4K | 0.19% | −13,666−50.0% | Reduced |
| Principal Securities, Inc. | 13,745 | $767.0K | 0.01% | +2,947+27.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,778 | $768.8K | 0.03% | −1,474−9.7% | Reduced |
| J. Safra Sarasin Holding AG | 14,189 | $791.0K | 0.01% | +228+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,236 | $794.4K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 14,270 | $796.3K | 0.20% | −820−5.4% | Reduced |
| Berger Financial Group, Inc | 14,282 | $796.9K | 0.04% | −2,536−15.1% | Reduced |
| Steel Peak Wealth Management LLC | 14,464 | $807.1K | 0.03% | +14,464 | New |
| Baader Bank INC | 14,539 | $809.5K | 0.08% | +6,921+90.9% | Added |
| Securian Asset Management, Inc | 14,525 | $810.5K | 0.03% | −100−0.7% | Reduced |
| Syon Capital LLC | 14,666 | $818.4K | 0.04% | +424+3.0% | Added |
| Retirement Planning Co of New England, Inc. | 14,688 | $819.6K | 0.33% | +6,938+89.5% | Added |
| Morningstar Investment Management LLC | 14,762 | $823.7K | 0.05% | +1,505+11.4% | Added |
| Peddock Capital Advisors, LLC | 14,880 | $830.3K | 0.18% | −1,970−11.7% | Reduced |
| MUFG Securities Americas Inc. | 14,883 | $830.5K | 0.05% | +393+2.7% | Added |
| Ami Investment Management Inc | 14,886 | $830.6K | 0.19% | −2,158−12.7% | Reduced |
| Ascent Group, LLC | 15,039 | $839.2K | 0.03% | +6,046+67.2% | Added |
| Choate Investment Advisors | 15,105 | $842.9K | 0.02% | −22,698−60.0% | Reduced |
| Brinker Capital Investments, LLC | 15,200 | $848.2K | 0.01% | −2,254−12.9% | Reduced |
| Saxon Interests, Inc. | 15,215 | $849.0K | 0.29% | +15,215 | New |
| Hantz Financial Services, Inc. | 15,257 | $851.0K | 0.01% | +2,226+17.1% | Added |
| Counterpoint Mutual Funds LLC | 15,281 | $852.7K | 0.13% | −39,360−72.0% | Reduced |
| Trinity Financial Advisors LLC | 15,283 | $852.8K | 0.24% | +5,962+64.0% | Added |
| New Age Alpha Advisors, LLC | 15,296 | $853.5K | 0.04% | +15,296 | New |
| Panagora Asset Management Inc | 15,397 | $859.2K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 15,452 | $862.0K | 0.09% | −41,019−72.6% | Reduced |
| North Dakota State Investment Board | 15,470 | $863.2K | 0.04% | −3,079−16.6% | Reduced |
| Webster Bank, N. A. | 15,479 | $863.7K | 0.08% | −3,947−20.3% | Reduced |
| Portfolio Design Labs, LLC | 15,491 | $864.4K | 0.15% | +5,912+61.7% | Added |
| Indiana Trust & Investment Management CO | 15,506 | $865.2K | 0.27% | −1,970−11.3% | Reduced |
| Independence Bank of Kentucky | 15,575 | $869.1K | 0.11% | +4,872+45.5% | Added |
| Argyle Capital Management Inc. | 15,614 | $871.3K | 0.28% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 15,500 | $874.0K | 0.04% | +2,300+17.4% | Added |
| Park Avenue Securities LLC | 15,869 | $885.0K | 0.01% | +10,516+196.5% | Added |
| AMG National Trust Bank | 16,020 | $893.9K | 0.02% | +1,000+6.7% | Added |
| Cannon Capital Management, Inc. | 16,112 | $899.0K | 0.73% | +16,112 | New |
| Havemeyer Place LP | 16,163 | $901.9K | 0.10% | −39,509−71.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 16,260 | $907.3K | 0.04% | −14,435−47.0% | Reduced |
| North Star Investment Management Corp. | 16,347 | $912.2K | 0.06% | −30.0% | Reduced |
| Cito Capital Group, LLC | 16,400 | $915.0K | 0.28% | −1,000−5.7% | Reduced |
| Dempze Nancy E | 16,520 | $921.8K | 0.51% | −4,003−19.5% | Reduced |
| Evergreen Capital Management LLC | 16,600 | $926.3K | 0.02% | +8,756+111.6% | Added |
| Diversified Trust Co | 16,884 | $942.1K | 0.02% | +1,554+10.1% | Added |
| Sanctuary Advisors, LLC | 16,908 | $943.5K | 0.01% | +2,085+14.1% | Added |
| Everence Capital Management Inc | 16,942 | $945.0K | 0.06% | +3,178+23.1% | Added |
| Ellenbecker Investment Group | 16,988 | $947.9K | 0.13% | −316−1.8% | Reduced |
| Intrepid Capital Management Inc | 17,038 | $950.7K | 0.36% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 17,066 | $952.0K | 0.33% | −440−2.5% | Reduced |
| Cambient Family Office, LLC | 17,096 | $954.0K | 0.13% | +291+1.7% | Added |