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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 310 | $17.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 308 | $17.2K | 0.00% | −4−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 289 | $16.1K | 0.00% | −168−36.8% | Reduced |
| Capital Advisors, Ltd. LLC | 284 | $16.0K | 0.00% | −141−33.2% | Reduced |
| Ogorek Anthony Joseph | 296 | $16.0K | 0.00% | +186+169.1% | Added |
| High Note Wealth, LLC | 276 | $15.4K | 0.00% | −59−17.6% | Reduced |
| Garden State Investment Advisory Services LLC | 275 | $15.3K | 0.00% | −286−51.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 275 | $15.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 270 | $15.1K | 0.00% | +270 | New |
| Twin Peaks Wealth Advisors, LLC | 266 | $14.8K | 0.00% | +266 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 257 | $14.3K | 0.00% | +28+12.2% | Added |
| Evelyn Partners Investment Management LLP | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 244 | $13.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 240 | $13.4K | 0.00% | −51−17.5% | Reduced |
| Financial Management Professionals, Inc. | 229 | $12.8K | 0.00% | −109−32.2% | Reduced |
| Horizon Financial Services, LLC | 229 | $12.8K | 0.01% | +208+990.5% | Added |
| Sachetta, LLC | 228 | $12.7K | 0.01% | +151+196.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 226 | $12.6K | 0.01% | +131+137.9% | Added |
| Golden State Wealth Management, LLC | 225 | $12.6K | 0.00% | +218+3,114.3% | Added |
| Sound Income Strategies, LLC | 223 | $12.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $12.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 220 | $12.3K | 0.00% | +71+47.7% | Added |
| WealthCollab, LLC | 217 | $12.1K | 0.00% | +197+985.0% | Added |
| SJS Investment Consulting Inc. | 214 | $11.9K | 0.00% | −633−74.7% | Reduced |
| Kilter Group LLC | 213 | $11.9K | 0.01% | +98+85.2% | Added |
| Allianz SE | 210 | $11.7K | 0.00% | −1,164−84.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 209 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 211 | $11.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 202 | $11.3K | 0.00% | +77+61.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 197 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 196 | $10.9K | 0.00% | +22+12.6% | Added |
| Armstrong Advisory Group, Inc | 194 | $10.8K | 0.00% | +118+155.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 190 | $10.6K | 0.01% | +190 | New |
| JPL Wealth Management, LLC | 182 | $10.2K | 0.00% | +182 | New |
| Wilkerson Advisory Group LLC | 181 | $10.1K | 0.00% | +92+103.4% | Added |
| Main Street Group, LTD | 181 | $10.1K | 0.00% | +181 | New |
| Newbridge Financial Services Group, Inc. | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 182 | $10.0K | 0.00% | −29−13.7% | Reduced |
| Phillip James Consulting Co. | 182 | $10.0K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 175 | $9.77K | 0.00% | −4,547−96.3% | Reduced |
| Prosperity Bancshares Inc | 175 | $9.77K | 0.01% | +175 | New |
| Gables Capital Management Inc. | 171 | $9.54K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 165 | $9.00K | 0.00% | −1,200−87.9% | Reduced |
| Prestige Wealth Management Group LLC | 161 | $8.98K | 0.00% | +12+8.1% | Added |
| Highline Wealth Partners LLC | 157 | $8.76K | 0.00% | +97+161.7% | Added |
| Darwin Advisors, LLC | 157 | $8.76K | 0.00% | −15−8.7% | Reduced |
| McIlrath & Eck, LLC | 152 | $8.48K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 149 | $8.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 148 | $8.26K | 0.00% | −71−32.4% | Reduced |
| Bare Financial Services, Inc | 147 | $8.20K | 0.00% | +127+635.0% | Added |
| Bogart Wealth, LLC | 143 | $8.00K | 0.00% | +104+266.7% | Added |
| Ballast Advisors LLC | 143 | $7.98K | 0.00% | +143 | New |
| Marshall Investment Management, LLC | 140 | $7.81K | 0.00% | +140 | New |
| Joseph Group Capital Management | 134 | $7.48K | 0.00% | +134 | New |
| Hollencrest Capital Management | 132 | $7.37K | 0.00% | −100−43.1% | Reduced |
| Vega Investment Solutions | 131 | $7.31K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 129 | $7.20K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 130 | $7.00K | 0.00% | +101+348.3% | Added |
| Richardson Financial Services Inc. | 123 | $6.86K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 31 | $6.85K | 0.00% | −50−61.7% | Reduced |
| Oakworth Capital, Inc. | 120 | $6.70K | 0.00% | −254−67.9% | Reduced |
| Silver Grove Financial Group, Inc. | 118 | $6.58K | 0.01% | +118 | New |
| Gould Capital, LLC | 116 | $6.47K | 0.00% | −83−41.7% | Reduced |
| City Holding Co | 115 | $6.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 110 | $6.14K | 0.00% | +92+511.1% | Added |
| Meeder Asset Management Inc | 106 | $5.92K | 0.00% | −17−13.8% | Reduced |
| Godsey & Gibb Associates | 100 | $5.58K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.58K | 0.00% | +100 | New |
| Lodestone Wealth Management LLC | 93 | $5.19K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 95 | $5.19K | 0.00% | +8+9.2% | Added |
| Westfuller Advisors, LLC | 92 | $5.13K | 0.00% | −36−28.1% | Reduced |
| PFS Partners, LLC | 90 | $5.02K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $5.02K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 90 | $5.02K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 89 | $4.97K | 0.00% | −48−35.0% | Reduced |
| Clear Street Markets LLC | 88 | $4.91K | 0.00% | −711−89.0% | Reduced |
| Intentional Wealth Strategies, LLC | 88 | $4.91K | 0.00% | +88 | New |
| Bruce G. Allen Investments, LLC | 85 | $4.74K | 0.00% | +6+7.6% | Added |
| Abound Wealth Management | 83 | $4.63K | 0.00% | −918−91.7% | Reduced |
| Noble Wealth Management PBC | 80 | $4.46K | 0.00% | −11−12.1% | Reduced |
| Raffa Wealth Management, LLC | 78 | $4.35K | 0.00% | +1+1.3% | Added |
| Golden State Equity Partners | 78 | $4.35K | 0.00% | +78 | New |
| McGuire Capital Advisors Inc | 74 | $4.13K | 0.00% | +64+640.0% | Added |
| LM Advisors LLC | 224 | $4.01K | 0.08% | −45−16.7% | Reduced |
| Archer Investment Corp | 68 | $3.79K | 0.00% | −148−68.5% | Reduced |
| Tidemark, LLC | 67 | $3.74K | 0.00% | +28+71.8% | Added |
| Financial Freedom, LLC | 67 | $3.74K | 0.00% | +67 | New |
| Private Wealth Management Group, LLC | 64 | $3.57K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 63 | $3.52K | 0.00% | −35−35.7% | Reduced |
| Beacon Financial Strategies CORP | 61 | $3.40K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 57 | $3.18K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 51 | $2.85K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $2.79K | 0.00% | −7−12.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 50 | $2.79K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $2.79K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 49 | $2.73K | 0.00% | +42+600.0% | Added |