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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 9,354 | $522.0K | 0.01% | −5,237−35.9% | Reduced |
| AE Wealth Management LLC | 9,349 | $521.7K | 0.00% | +875+10.3% | Added |
| Mutual Advisors, LLC | 9,330 | $520.6K | 0.01% | +2,573+38.1% | Added |
| SFE Investment Counsel | 9,285 | $518.1K | 0.08% | −21,122−69.5% | Reduced |
| Bokf, NA | 9,252 | $516.3K | 0.01% | +35+0.4% | Added |
| SRS Capital Advisors, Inc. | 9,217 | $514.3K | 0.01% | +276+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 9,151 | $510.6K | 0.03% | +3,343+57.6% | Added |
| Heritage Trust Co | 9,146 | $510.3K | 0.05% | −99−1.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 9,073 | $506.3K | 0.00% | +9,073 | New |
| Cresset Asset Management, LLC | 9,058 | $505.4K | 0.00% | −3,086−25.4% | Reduced |
| Jacobi Capital Management LLC | 9,012 | $502.9K | 0.03% | +1,708+23.4% | Added |
| Aaron Wealth Advisors | 8,999 | $502.1K | 0.03% | −6,897−43.4% | Reduced |
| Cooper Financial Group | 8,972 | $500.6K | 0.05% | −60−0.7% | Reduced |
| TCW Group Inc | 8,926 | $498.1K | 0.00% | +157+1.8% | Added |
| Eads & Heald Wealth Management | 8,908 | $497.1K | 0.25% | −1,734−16.3% | Reduced |
| Chiron Capital Management, LLC | 8,902 | $496.7K | 0.51% | +8,902 | New |
| Miracle Mile Advisors, LLC | 8,885 | $495.8K | 0.01% | +1,166+15.1% | Added |
| Legacy Advisors, LLC | 8,820 | $492.2K | 0.06% | +160+1.8% | Added |
| Factory Mutual Insurance Co | 8,800 | $491.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,783 | $490.1K | 0.01% | −3,327−27.5% | Reduced |
| Evolve Private Wealth, LLC | 8,779 | $489.9K | 0.03% | +8,779 | New |
| Key Financial Inc | 8,759 | $488.8K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,695 | $485.2K | 0.02% | −1,793−17.1% | Reduced |
| Apollon Wealth Management, LLC | 8,617 | $480.9K | 0.01% | +549+6.8% | Added |
| Lazari Capital Management, Inc. | 8,543 | $476.7K | 0.17% | +2,880+50.9% | Added |
| Abacus Planning Group, Inc. | 8,459 | $472.0K | 0.06% | −15−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,380 | $467.6K | 0.03% | +8,380 | New |
| Krilogy Financial LLC | 7,485 | $467.4K | 0.02% | +2,561+52.0% | Added |
| LS Investment Advisors, LLC | 8,349 | $465.9K | 0.07% | −57,229−87.3% | Reduced |
| Wayfinding Financial, LLC | 8,333 | $464.0K | 0.20% | +10+0.1% | Added |
| LRT Capital Management, LLC | 8,263 | $461.1K | 0.43% | +2,009+32.1% | Added |
| Abacus Wealth Partners, LLC | 8,234 | $459.5K | 0.04% | +386+4.9% | Added |
| Moran Wealth Management, LLC | 8,204 | $457.8K | 0.01% | −1,567−16.0% | Reduced |
| Vise Technologies, Inc. | 6,744 | $453.0K | 0.01% | 00.0% | Unchanged |
| Edmp, Inc. | 8,102 | $452.1K | 0.37% | +8,102 | New |
| Pflug Koory, LLC | 8,092 | $451.5K | 0.21% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 8,064 | $450.0K | 0.01% | +8,064 | New |
| Teacher Retirement System of Texas | 8,062 | $449.9K | 0.00% | −89,729−91.8% | Reduced |
| Ridgepath Capital Management LLC | 7,994 | $446.1K | 0.22% | +761+10.5% | Added |
| Beck Mack & Oliver LLC | 7,955 | $443.9K | 0.01% | −33,300−80.7% | Reduced |
| RD Finance Ltd | 7,940 | $443.0K | 0.50% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 7,873 | $439.3K | 0.12% | +7,873 | New |
| Nilsine Partners, LLC | 7,154 | $438.3K | 0.03% | −186−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,855 | $438.3K | 0.00% | −26,630−77.2% | Reduced |
| Van Eck Associates Corp | 7,846 | $438.0K | 0.00% | −20,690−72.5% | Reduced |
| Trace Wealth Advisors, LLC | 7,815 | $436.1K | 0.33% | +7,815 | New |
| Dean Investment Associates, LLC | 7,794 | $434.9K | 0.06% | +4,249+119.9% | Added |
| Spartan Wealth Advisory Services LLC | 7,779 | $434.1K | 0.04% | +7,779 | New |
| Moors & Cabot, Inc. | 7,753 | $432.6K | 0.02% | −2,226−22.3% | Reduced |
| SkyView Investment Advisors, LLC | 7,722 | $432.0K | 0.06% | +670+9.5% | Added |
| Brookstone Capital Management | 7,739 | $431.9K | 0.00% | −1,266−14.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,712 | $430.4K | 0.00% | −2,416−23.9% | Reduced |
| Arkadios Wealth Advisors | 7,691 | $429.2K | 0.01% | +5+0.1% | Added |
| Baker Avenue Asset Management, LP | 7,688 | $429.0K | 0.01% | +1,702+28.4% | Added |
| Intelligence Driven Advisers, LLC | 7,674 | $428.2K | 0.07% | −10.0% | Reduced |
| IHT Wealth Management, LLC | 7,656 | $427.2K | 0.01% | +20+0.3% | Added |
| Kerrisdale Advisers, LLC | 7,630 | $425.8K | 0.16% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,593 | $423.7K | 0.01% | −384−4.8% | Reduced |
| GFS Advisors, LLC | 6,365 | $420.0K | 0.03% | +6,365 | New |
| Radnor Capital Management, LLC | 7,524 | $419.8K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 7,480 | $417.4K | 0.00% | +1,263+20.3% | Added |
| Harbor Investment Advisory, LLC | 7,446 | $415.5K | 0.03% | −1,214−14.0% | Reduced |
| Rothschild Investment LLC | 7,348 | $410.0K | 0.02% | +5,608+322.3% | Added |
| Addison Advisors LLC | 7,322 | $408.6K | 0.09% | −47−0.6% | Reduced |
| Frec Markets, Inc. | 7,313 | $408.1K | 0.07% | +7,313 | New |
| Williams Jones Wealth Management, LLC. | 7,302 | $407.5K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 7,198 | $401.6K | 0.01% | +12+0.2% | Added |
| Malaga Cove Capital, LLC | 7,161 | $399.6K | 0.14% | −217−2.9% | Reduced |
| Caldwell Investment Management Ltd. | 7,300 | $398.6K | 0.16% | +7,300 | New |
| Aigen Investment Management, LP | 7,122 | $397.4K | 0.10% | −18,181−71.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,111 | $396.8K | 0.16% | +135+1.9% | Added |
| Landaas & Co | 7,089 | $395.6K | 0.09% | −712−9.1% | Reduced |
| Hennessy Advisors Inc | 7,000 | $390.6K | 0.01% | −1,000−12.5% | Reduced |
| Operose Advisors LLC | 6,994 | $390.3K | 0.09% | −1,459−17.3% | Reduced |
| Haverford Trust Co | 6,982 | $389.6K | 0.00% | −378−5.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,895 | $384.8K | 0.01% | −74−1.1% | Reduced |
| Mendel Money Management | 6,870 | $383.3K | 0.16% | −1,412−17.0% | Reduced |
| Legend Financial Advisors, Inc. | 6,844 | $381.9K | 0.25% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,834 | $381.3K | 0.01% | +3,385+98.1% | Added |
| Purkiss Capital Advisors LLC | 6,805 | $379.7K | 0.17% | −310−4.4% | Reduced |
| Spinnaker Trust | 6,755 | $376.9K | 0.02% | −541−7.4% | Reduced |
| Cheviot Value Management, LLC | 6,710 | $374.4K | 0.04% | −7−0.1% | Reduced |
| Cowa, LLC | 6,700 | $373.9K | 0.10% | +1,637+32.3% | Added |
| First Horizon Corp | 6,693 | $373.5K | 0.02% | −257−3.7% | Reduced |
| First National Trust Co | 6,669 | $372.1K | 0.01% | −5,388−44.7% | Reduced |
| Wesbanco Bank Inc | 6,667 | $372.0K | 0.01% | −338−4.8% | Reduced |
| Chemistry Wealth Management LLC | 6,666 | $372.0K | 0.07% | +3,555+114.3% | Added |
| Ifrah Financial Services, Inc. | 6,597 | $368.1K | 0.10% | −1,225−15.7% | Reduced |
| Old National Bancorp | 6,580 | $367.2K | 0.01% | +42+0.6% | Added |
| Dorato Capital Management | 6,477 | $366.8K | 0.27% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 6,530 | $364.4K | 0.20% | −4,070−38.4% | Reduced |
| HBK Sorce Advisory LLC | 6,561 | $364.0K | 0.01% | +1,127+20.7% | Added |
| Duncker Streett & Co Inc | 6,495 | $362.4K | 0.07% | −1,932−22.9% | Reduced |
| Storgate, LLC | 6,487 | $362.0K | 0.28% | +90+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,472 | $361.1K | 0.00% | −4,827−42.7% | Reduced |
| Tocqueville Asset Management L.P. | 6,454 | $360.1K | 0.01% | −3,883−37.6% | Reduced |
| Johnson Investment Counsel Inc | 6,422 | $358.3K | 0.00% | −1,561−19.6% | Reduced |
| Oasis Advisors, LLC | 6,420 | $358.3K | 0.07% | +6,420 | New |
| TownSquare Capital, LLC | 6,405 | $357.4K | 0.08% | −662−9.4% | Reduced |
| Moody National Bank Trust Division | 6,399 | $357.1K | 0.03% | +203+3.3% | Added |