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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 14,762 | $823.7K | 0.05% | +1,505+11.4% | Added |
| Retirement Planning Co of New England, Inc. | 14,688 | $819.6K | 0.33% | +6,938+89.5% | Added |
| Syon Capital LLC | 14,666 | $818.4K | 0.04% | +424+3.0% | Added |
| Securian Asset Management, Inc | 14,525 | $810.5K | 0.03% | −100−0.7% | Reduced |
| Baader Bank INC | 14,539 | $809.5K | 0.08% | +6,921+90.9% | Added |
| Steel Peak Wealth Management LLC | 14,464 | $807.1K | 0.03% | +14,464 | New |
| Berger Financial Group, Inc | 14,282 | $796.9K | 0.04% | −2,536−15.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 14,270 | $796.3K | 0.20% | −820−5.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,236 | $794.4K | 0.05% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 14,189 | $791.0K | 0.01% | +228+1.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,778 | $768.8K | 0.03% | −1,474−9.7% | Reduced |
| Principal Securities, Inc. | 13,745 | $767.0K | 0.01% | +2,947+27.3% | Added |
| Integral Investment Advisors, Inc. | 13,645 | $761.4K | 0.19% | −13,666−50.0% | Reduced |
| V-Square Quantitative Management LLC | 13,461 | $751.1K | 0.08% | −170−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 13,425 | $749.1K | 0.10% | +100+0.8% | Added |
| Focus Financial Network, Inc. | 13,389 | $747.1K | 0.03% | +323+2.5% | Added |
| Mystic Asset Management, Inc. | 13,365 | $745.8K | 0.17% | +5,725+74.9% | Added |
| Hardy Reed LLC | 13,278 | $740.9K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13,275 | $740.7K | 0.02% | +3,937+42.2% | Added |
| Warren Averett Asset Management, LLC | 13,228 | $738.1K | 0.01% | +1,344+11.3% | Added |
| Bryn Mawr Trust Co | 13,207 | $737.0K | 0.02% | −5,860−30.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,140 | $733.2K | 0.02% | −500−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,087 | $730.4K | 0.01% | −575−4.2% | Reduced |
| John G Ullman & Associates Inc | 13,083 | $730.0K | 0.10% | +5,633+75.6% | Added |
| Cantor Fitzgerald, L. P. | 13,000 | $725.4K | 0.03% | +13,000 | New |
| WESCAP Management Group, Inc. | 12,985 | $724.6K | 0.14% | −100−0.8% | Reduced |
| Spirepoint Private Client, LLC | 12,945 | $722.3K | 0.07% | +15+0.1% | Added |
| ICW Investment Advisors LLC | 12,833 | $716.1K | 0.26% | +1,975+18.2% | Added |
| Sterling Capital Management LLC | 12,737 | $710.7K | 0.01% | −3,173−19.9% | Reduced |
| Investment Research Partners LLC | 12,641 | $705.4K | 0.29% | +2,453+24.1% | Added |
| Citizens Financial Group Inc | 12,604 | $703.3K | 0.01% | +1,891+17.7% | Added |
| Alps Advisors Inc | 12,556 | $700.6K | 0.00% | +109+0.9% | Added |
| Allworth Financial LP | 12,522 | $698.7K | 0.00% | +4,369+53.6% | Added |
| Sentinus, LLC | 12,391 | $691.4K | 0.06% | +12,391 | New |
| EP Wealth Advisors, LLC | 12,375 | $690.5K | 0.00% | −4,497−26.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12,322 | $687.6K | 0.08% | −2,444−16.6% | Reduced |
| Palisade Asset Management, LLC | 12,266 | $684.4K | 0.07% | −87−0.7% | Reduced |
| Polymer Capital Management (US) LLC | 12,218 | $681.8K | 0.10% | −6,375−34.3% | Reduced |
| Massmutual Trust Co FSB | 12,193 | $680.4K | 0.02% | −8,025−39.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,163 | $678.7K | 0.13% | −265−2.1% | Reduced |
| Matters Capital LLC | 12,144 | $677.6K | 0.60% | +6,072+100.0% | Added |
| LSV Asset Management | 12,083 | $674.0K | 0.00% | +55+0.5% | Added |
| Prelude Capital Management, LLC | 12,000 | $669.6K | 0.05% | −8,197−40.6% | Reduced |
| Notis-McConarty Edward | 11,965 | $667.6K | 0.33% | −22,950−65.7% | Reduced |
| Kovack Advisors, Inc. | 12,006 | $665.9K | 0.04% | −79−0.7% | Reduced |
| Sawyer & Company, Inc | 11,905 | $664.3K | 0.26% | −161−1.3% | Reduced |
| Banco Santander, S.A. | 11,875 | $662.6K | 0.01% | −21,114−64.0% | Reduced |
| Dakota Wealth Management | 11,844 | $660.9K | 0.01% | +8,590+264.0% | Added |
| BKD Wealth Advisors, LLC | 11,738 | $655.0K | 0.01% | +1,203+11.4% | Added |
| Positano Wealth Management Ltd | 11,728 | $654.4K | 0.48% | −342−2.8% | Reduced |
| Jefferies Financial Group Inc. | 11,725 | $654.3K | 0.01% | −157−1.3% | Reduced |
| Abundance Wealth Counselors | 11,705 | $653.1K | 0.09% | +1,911+19.5% | Added |
| Chicago Partners Investment Group LLC | 10,279 | $650.3K | 0.01% | +2,509+32.3% | Added |
| Meeder Advisory Services, Inc. | 11,601 | $647.3K | 0.03% | −1,336−10.3% | Reduced |
| Los Angeles Capital Management LLC | 11,528 | $643.3K | 0.00% | +9,077+370.3% | Added |
| Jackson Hole Capital Partners, LLC | 11,513 | $642.4K | 0.11% | +172+1.5% | Added |
| Penobscot Investment Management Company, Inc. | 11,432 | $637.9K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 11,350 | $633.3K | 0.01% | −1,627−12.5% | Reduced |
| Wealthspire Advisors, LLC | 11,287 | $629.8K | 0.00% | +887+8.5% | Added |
| Rehmann Capital Advisory Group | 11,203 | $625.1K | 0.03% | +283+2.6% | Added |
| Peapack Gladstone Financial Corp | 11,160 | $622.0K | 0.01% | +1,453+15.0% | Added |
| Convergence Financial, LLC | 11,042 | $616.1K | 0.07% | +506+4.8% | Added |
| Ballentine Partners, LLC | 10,829 | $604.3K | 0.01% | +5,491+102.9% | Added |
| Buckingham Strategic Partners | 10,788 | $601.7K | 0.01% | +7,745+254.5% | Added |
| Flagship Harbor Advisors, LLC | 10,775 | $601.2K | 0.03% | +1,266+13.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,757 | $600.2K | 0.03% | −6,559−37.9% | Reduced |
| Fayez Sarofim & Co | 10,753 | $600.0K | 0.00% | −1,896−15.0% | Reduced |
| Regions Financial Corp | 10,669 | $595.3K | 0.00% | −3,374−24.0% | Reduced |
| Premier Path Wealth Partners, LLC | 10,660 | $594.8K | 0.08% | −3,593−25.2% | Reduced |
| Mission Wealth Management, LP | 10,616 | $592.4K | 0.01% | +252+2.4% | Added |
| Power Wealth Management LLC | 10,596 | $591.3K | 0.22% | −6−0.1% | Reduced |
| Howland Capital Management LLC | 10,583 | $590.5K | 0.02% | −856−7.5% | Reduced |
| Walleye Capital LLC | 10,562 | $589.4K | 0.00% | −375,957−97.3% | Reduced |
| Vestcor Inc | 10,554 | $589.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,499 | $585.8K | 0.05% | +6,516+163.6% | Added |
| Brown Brothers Harriman & Co | 10,461 | $583.7K | 0.00% | +2,881+38.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,413 | $581.0K | 0.00% | −51,359−83.1% | Reduced |
| Boomfish Wealth Group, LLC | 10,359 | $578.0K | 0.31% | −22−0.2% | Reduced |
| Capital City Trust Co | 10,327 | $576.2K | 0.13% | −8,231−44.4% | Reduced |
| Kendall Capital Management | 10,293 | $574.3K | 0.12% | −375−3.5% | Reduced |
| SlateStone Wealth, LLC | 10,274 | $573.0K | 0.05% | +5,082+97.9% | Added |
| Baxter Bros Inc | 10,230 | $570.8K | 0.07% | −3,525−25.6% | Reduced |
| AdvisorNet Financial, Inc | 10,228 | $570.7K | 0.03% | −151−1.5% | Reduced |
| Belpointe Asset Management LLC | 10,205 | $569.4K | 0.02% | +6,510+176.2% | Added |
| Tema ETFs LLC | 10,164 | $567.2K | 0.04% | +211+2.1% | Added |
| Ninety One SA (PTY) Ltd | 10,098 | $563.5K | 0.02% | +10,098 | New |
| Scharf Investments, LLC | 9,995 | $557.7K | 0.02% | −4,049−28.8% | Reduced |
| Resources Investment Advisors, LLC. | 9,952 | $555.3K | 0.01% | +1,744+21.2% | Added |
| First Heartland Consultants, Inc. | 9,927 | $553.9K | 0.04% | +9,927 | New |
| EverSource Wealth Advisors, LLC | 9,903 | $552.5K | 0.02% | +2,915+41.7% | Added |
| Circle Wealth Management, LLC | 9,849 | $549.6K | 0.01% | +1,560+18.8% | Added |
| Provident Investment Management, Inc. | 9,805 | $547.1K | 0.05% | −3,791−27.9% | Reduced |
| Alpha Wealth Funds, LLC | 10,000 | $545.3K | 0.39% | +4,800+92.3% | Added |
| Avanza Fonder AB | 9,714 | $542.0K | 0.01% | +159+1.7% | Added |
| Signaturefd, LLC | 9,699 | $541.2K | 0.01% | −1,663−14.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 9,588 | $535.0K | 0.02% | −4,400−31.5% | Reduced |
| Horizon Investments, LLC | 9,541 | $532.4K | 0.01% | +428+4.7% | Added |
| Commerzbank Aktiengesellschaft | 9,535 | $532.0K | 0.01% | +3,532+58.8% | Added |
| Parrish Capital LLC | 9,520 | $531.2K | 0.47% | +1,683+21.5% | Added |
| Capital Investment Counsel, LLC | 9,443 | $526.9K | 0.07% | 00.0% | Unchanged |