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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 4,288 | $239.3K | 0.04% | −3−0.1% | Reduced |
| Quarry LP | 4,272 | $238.4K | 0.05% | +4,272 | New |
| Forbes J M & Co LLP | 4,258 | $237.6K | 0.02% | −85−2.0% | Reduced |
| Caliber Wealth Management, LLC | 4,244 | $236.8K | 0.03% | −8,619−67.0% | Reduced |
| Catalyst Financial Partners LLC | 4,238 | $236.5K | 0.03% | +4,238 | New |
| 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 |
| Ellevest, Inc. | 4,210 | $234.9K | 0.03% | −2,776−39.7% | Reduced |
| Stonebridge Capital Advisors LLC | 4,155 | $231.8K | 0.02% | −10−0.2% | Reduced |
| Chilton Investment Co LLC | 4,149 | $231.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,145 | $231.3K | 0.02% | +4,145 | New |
| Sargent Investment Group, LLC | 4,130 | $230.5K | 0.03% | −620−13.1% | Reduced |
| TCG Advisory Services, LLC | 4,121 | $230.0K | 0.01% | +773+23.1% | Added |
| NorthCrest Asset Manangement, LLC | 4,092 | $229.8K | 0.01% | −124−2.9% | Reduced |
| Quadrant Capital Group LLC | 4,113 | $229.5K | 0.01% | +666+19.3% | Added |
| Alan B. Lancz & Associates, Inc. | 4,100 | $228.8K | 0.22% | +700+20.6% | Added |
| Perkins Coie Trust Co | 4,100 | $228.7K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,068 | $227.0K | 0.02% | −2,575−38.8% | Reduced |
| St Germain D J Co Inc | 4,059 | $226.5K | 0.01% | −97−2.3% | Reduced |
| Sagespring Wealth Partners, LLC | 4,057 | $226.4K | 0.00% | −4,070−50.1% | Reduced |
| Integrated Advisors Network LLC | 4,052 | $226.1K | 0.01% | +4,052 | New |
| Carnegie Lake Advisors LLC | 4,050 | $226.0K | 0.09% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,042 | $225.5K | 0.02% | +31+0.8% | Added |
| Boston Trust Walden Corp | 4,035 | $225.2K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,020 | $224.3K | 0.01% | −1,365−25.3% | Reduced |
| Ipsen Advisor Group LLC | 4,000 | $223.2K | 0.16% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,990 | $222.6K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,972 | $222.0K | 0.01% | −1,200−23.2% | Reduced |
| Drive Wealth Management, LLC | 3,964 | $221.2K | 0.05% | −1,922−32.7% | Reduced |
| Central Bank & Trust Co | 3,955 | $220.7K | 0.03% | −215−5.2% | Reduced |
| Essex Financial Services, Inc. | 3,940 | $219.9K | 0.01% | +3,940 | New |
| Ameritas Advisory Services, LLC | 3,927 | $219.1K | 0.01% | −1,794−31.4% | Reduced |
| LMR Partners LLP | 3,922 | $218.8K | 0.00% | +3,922 | New |
| National Asset Management, Inc. | 4,012 | $218.8K | 0.01% | +150+3.9% | Added |
| Rexford Capital Inc | 3,909 | $218.1K | 0.16% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,905 | $217.9K | 0.03% | −214−5.2% | Reduced |
| Stephenson National Bank & Trust | 3,895 | $217.3K | 0.06% | +1,330+51.9% | Added |
| Stephens Inc | 3,878 | $216.4K | 0.00% | +3,878 | New |
| Eaton Financial Holdings Company, LLC | 3,875 | $216.2K | 0.07% | −402−9.4% | Reduced |
| Madrona Financial Services, LLC | 3,860 | $215.4K | 0.05% | −48−1.2% | Reduced |
| Capital Investment Advisors, LLC | 3,830 | $213.7K | 0.00% | −120−3.0% | Reduced |
| GenTrust, LLC | 3,826 | $213.5K | 0.01% | +3,826 | New |
| Western Wealth Management, LLC | 3,799 | $212.0K | 0.01% | −21−0.5% | Reduced |
| Whittier Trust Co | 3,757 | $211.6K | 0.00% | +367+10.8% | Added |
| Bartlett & Co. Wealth Management LLC | 3,356 | $210.8K | 0.00% | −353−9.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,775 | $210.6K | 0.02% | −1,650−30.4% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 3,738 | $208.6K | 0.01% | +374+11.1% | Added |
| Caerus Investment Advisors, LLC | 3,736 | $208.5K | 0.09% | +3,736 | New |
| Sepio Capital, LP | 3,720 | $207.6K | 0.01% | −675−15.4% | Reduced |
| VestGen Advisors, LLC | 3,779 | $207.4K | 0.01% | −817−17.8% | Reduced |
| Secure Asset Management, LLC | 3,713 | $207.2K | 0.03% | −678−15.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,717 | $207.0K | 0.01% | −8,660−70.0% | Reduced |
| Childress Capital Advisors, LLC | 3,684 | $205.6K | 0.04% | +3,684 | New |
| Beese Fulmer Investment Management, Inc. | 3,676 | $205.1K | 0.01% | +3,676 | New |
| Downshift Financial, LLC | 3,309 | $204.5K | 0.11% | +3,309 | New |
| Supplemental Annuity Collective Trust of NJ | 3,642 | $203.2K | 0.06% | +3,642 | New |
| Hennion & Walsh Asset Management, Inc. | 3,636 | $202.9K | 0.01% | −1,538−29.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,634 | $202.8K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,629 | $202.5K | 0.01% | −25−0.7% | Reduced |
| Parkside Financial Bank & Trust | 3,623 | $202.2K | 0.02% | +642+21.5% | Added |
| Ridgewood Investments LLC | 3,587 | $200.1K | 0.08% | +3,587 | New |
| AlphaCore Capital LLC | 3,538 | $197.4K | 0.00% | −954−21.2% | Reduced |
| Venturi Wealth Management, LLC | 3,525 | $196.7K | 0.01% | −5,571−61.2% | Reduced |
| LOM Asset Management Ltd | 3,481 | $194.2K | 0.06% | −4,311−55.3% | Reduced |
| MCF Advisors LLC | 3,450 | $192.5K | 0.01% | +3,182+1,187.3% | Added |
| Global X Japan Co., Ltd. | 3,412 | $190.4K | 0.01% | +3,412 | New |
| Citadel Investment Advisory, Inc. | 3,399 | $190.0K | 0.09% | −151−4.3% | Reduced |
| Nemes Rush Group LLC | 3,321 | $185.3K | 0.02% | +368+12.5% | Added |
| Alerus Financial NA | 3,300 | $184.1K | 0.01% | +3,175+2,540.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,184 | $180.0K | 0.06% | −504−13.7% | Reduced |
| Atlantic Trust, LLC | 3,166 | $176.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 3,128 | $174.5K | 0.01% | −684−17.9% | Reduced |
| Hara Capital LLC | 3,020 | $168.5K | 0.08% | +1,357+81.6% | Added |
| Pavaki Capital Management LLC | 3,000 | $167.4K | 0.12% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $167.0K | 0.07% | −5,303−63.9% | Reduced |
| International Assets Investment Management, LLC | 3,010 | $166.9K | 0.01% | −1,094−26.7% | Reduced |
| Larson Financial Group LLC | 2,926 | $163.3K | 0.01% | +7+0.2% | Added |
| Westpac Banking Corp | 2,734 | $152.6K | 0.01% | −952−25.8% | Reduced |
| Vanguard National Trust Co | 2,680 | $149.5K | 0.01% | +2,680 | New |
| Whittier Trust Co of Nevada Inc | 2,609 | $146.9K | 0.00% | −600−18.7% | Reduced |
| TIAA Wealth Investment Management LLC | 2,620 | $146.2K | 0.00% | +2,620 | New |
| Manchester Capital Management LLC | 2,586 | $144.3K | 0.02% | +84+3.4% | Added |
| Salem Investment Counselors Inc | 2,552 | $142.4K | 0.00% | +2,552 | New |
| Geneos Wealth Management Inc. | 2,512 | $140.2K | 0.00% | +430+20.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,500 | $139.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $136.1K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,430 | $135.6K | 0.01% | −344−12.4% | Reduced |
| Sunbelt Securities, Inc. | 2,290 | $127.8K | 0.01% | +215+10.4% | Added |
| CX Institutional | 2,186 | $122.0K | 0.00% | −88,553−97.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,121 | $119.9K | 0.00% | +2,121 | New |
| Deseret Mutual Benefit Administrators | 2,136 | $119.2K | 0.04% | +1,446+209.6% | Added |
| Colonial Trust Co | 2,127 | $118.7K | 0.02% | −41−1.9% | Reduced |
| Heritage Wealth Advisors | 2,035 | $113.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Albion Financial Group | 1,974 | $110.2K | 0.01% | −89,090−97.8% | Reduced |
| Centaurus Financial, Inc. | 1,928 | $108.0K | 0.01% | −621−24.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,935 | $108.0K | 0.01% | +919+90.5% | Added |