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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1,804 | $101.0K | 0.00% | −1,113−38.2% | Reduced |
| Board of the Pension Protection Fund | 1,700 | $94.9K | 0.09% | +100+6.3% | Added |
| Union Savings Bank | 1,700 | $94.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,667 | $93.0K | 0.00% | −597−26.4% | Reduced |
| Skylands Capital, LLC | 1,600 | $89.3K | 0.01% | +1,600 | New |
| Basecamp Wealth Advisors LLC | 1,548 | $86.4K | 0.02% | +82+5.6% | Added |
| Truvestments Capital LLC | 1,525 | $85.1K | 0.02% | +684+81.3% | Added |
| Old Second National Bank of Aurora | 1,513 | $84.4K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 1,500 | $83.7K | 0.06% | 00.0% | Unchanged |
| Essential Partners LLC | 1,495 | $83.4K | 0.03% | −3−0.2% | Reduced |
| Mather Group, LLC. | 1,470 | $82.0K | 0.00% | +1,470 | New |
| Onefund, LLC | 1,477 | $81.9K | 0.05% | −175−10.6% | Reduced |
| Cromwell Holdings LLC | 1,468 | $81.9K | 0.05% | +285+24.1% | Added |
| Quent Capital, LLC | 1,386 | $77.3K | 0.01% | −360−20.6% | Reduced |
| S-Bank Fund Management Ltd | 1,355 | $75.6K | 0.01% | −50−3.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,350 | $75.3K | 0.04% | +25+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,334 | $74.4K | 0.01% | +583+77.6% | Added |
| MidFirst Bank | 1,328 | $74.1K | 0.01% | −3,055−69.7% | Reduced |
| Trust Co of Toledo NA | 1,322 | $73.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,298 | $72.4K | 0.00% | −1,131−46.6% | Reduced |
| TD Private Client Wealth LLC | 1,273 | $71.0K | 0.00% | +235+22.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,245 | $69.5K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,222 | $68.2K | 0.00% | +64+5.5% | Added |
| JFS Wealth Advisors, LLC | 1,206 | $67.3K | 0.00% | −21−1.7% | Reduced |
| Southern Michigan Bank & Trust | 1,200 | $67.0K | 0.03% | +1,200 | New |
| Zions Bancorporation, National Association | 1,159 | $64.7K | 0.00% | −7,591−86.8% | Reduced |
| Aventura Private Wealth, LLC | 1,151 | $64.2K | 0.02% | −21−1.8% | Reduced |
| CVA Family Office, LLC | 1,131 | $63.1K | 0.01% | +887+363.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,120 | $62.5K | 0.00% | +1,120 | New |
| JNBA Financial Advisors | 1,114 | $62.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,089 | $60.8K | 0.01% | +88+8.8% | Added |
| Ancora Advisors, LLC | 1,081 | $60.3K | 0.00% | +665+159.9% | Added |
| CoreCap Advisors, LLC | 1,080 | $60.3K | 0.00% | −129−10.7% | Reduced |
| Basepoint Wealth LLC | 1,054 | $58.8K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,042 | $58.1K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 998 | $55.3K | 0.01% | +781+359.9% | Added |
| Hillsdale Investment Management Inc. | 985 | $55.0K | 0.00% | −6,620−87.0% | Reduced |
| Crewe Advisors LLC | 984 | $54.9K | 0.00% | +114+13.1% | Added |
| Owl Creek Wealth Partners LLC | 876 | $48.9K | 0.02% | +876 | New |
| Gilpin Wealth Management, LLC | 873 | $48.7K | 0.04% | +64+7.9% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $48.7K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 857 | $47.8K | 0.03% | −148−14.7% | Reduced |
| Salomon & Ludwin, LLC | 847 | $47.6K | 0.00% | +81+10.6% | Added |
| Evermay Wealth Management LLC | 844 | $47.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 824 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 800 | $45.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 779 | $43.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 776 | $43.3K | 0.01% | +776 | New |
| Wall Street Financial Group, Inc. | 773 | $43.1K | 0.03% | +773 | New |
| Cornerstone Planning Group LLC | 745 | $42.7K | 0.01% | −8−1.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 754 | $42.1K | 0.01% | −6−0.8% | Reduced |
| Covestor Ltd | 743 | $42.0K | 0.03% | +545+275.3% | Added |
| Sarver Vrooman Wealth Advisors | 735 | $41.0K | 0.03% | +564+329.8% | Added |
| Intesa Sanpaolo Wealth Management | 725 | $40.5K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 723 | $40.3K | 0.00% | +723 | New |
| Raleigh Capital Management Inc. | 722 | $40.3K | 0.01% | −41−5.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 716 | $40.0K | 0.02% | +716 | New |
| Spire Wealth Management | 709 | $39.6K | 0.00% | −4,116−85.3% | Reduced |
| First PREMIER Bank | 704 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 696 | $38.8K | 0.01% | +21+3.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $38.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 685 | $38.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 683 | $38.1K | 0.00% | +401+142.2% | Added |
| Osterweis Capital Management Inc | 645 | $36.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 603 | $34.0K | 0.00% | −227−27.3% | Reduced |
| IAG Wealth Partners, LLC | 606 | $33.8K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 600 | $33.5K | 0.00% | −600−50.0% | Reduced |
| Grove Bank & Trust | 550 | $30.7K | 0.00% | −171−23.7% | Reduced |
| Financial Perspectives, Inc | 550 | $30.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 550 | $30.7K | 0.01% | +550 | New |
| Triumph Capital Management | 508 | $28.3K | 0.01% | −20−3.8% | Reduced |
| LRI Investments, LLC | 19,784 | $28.3K | 0.00% | +95+0.5% | Added |
| Atwood & Palmer Inc | 500 | $27.9K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $27.9K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 495 | $27.6K | 0.00% | +132+36.4% | Added |
| Hickory Point Bank & Trust | 486 | $27.1K | 0.02% | +486 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 484 | $27.0K | 0.01% | +484 | New |
| Winthrop Capital Management, LLC | 480 | $27.0K | 0.01% | +460+2,300.0% | Added |
| Miller Capital Partners, Inc. | 469 | $26.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 455 | $25.4K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 435 | $24.3K | 0.00% | −5,735−92.9% | Reduced |
| True Wealth Design, LLC | 434 | $24.2K | 0.01% | +122+39.1% | Added |
| Bank of Jackson Hole Trust | 430 | $24.0K | 0.01% | +299+228.2% | Added |
| Godfrey Financial Associates, Inc. | 426 | $23.8K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 408 | $22.8K | 0.01% | +408 | New |
| Elkhorn Partners Limited Partnership | 400 | $22.3K | 0.01% | +270+207.7% | Added |
| Raiffeisen Bank International AG | 408 | $22.3K | 0.00% | −9,170−95.7% | Reduced |
| Tripletail Wealth Management, LLC | 395 | $22.2K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $22.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 382 | $21.3K | 0.01% | +82+27.3% | Added |
| Compagnie Lombard Odier SCmA | 380 | $21.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 376 | $21.0K | 0.00% | +335+817.1% | Added |
| Hoese & Co LLP | 368 | $20.5K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 355 | $19.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 343 | $19.1K | 0.00% | −7,226−95.5% | Reduced |
| NBC Securities, Inc. | 337 | $18.8K | 0.00% | −1,719−83.6% | Reduced |
| Davis Capital Management | 330 | $18.4K | 0.01% | −4−1.2% | Reduced |
| Private Wealth Asset Management, LLC | 328 | $18.3K | 0.00% | −50−13.2% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $17.9K | 0.00% | −124−27.9% | Reduced |
| UMA Financial Services, Inc. | 318 | $17.7K | 0.00% | −31−8.9% | Reduced |