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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 6,383 | $356.2K | 0.03% | −658−9.3% | Reduced |
| Oslo Pensjonsforsikring AS | 6,377 | $355.8K | 0.06% | +6,377 | New |
| PFG Investments, LLC | 6,348 | $354.2K | 0.02% | +2,209+53.4% | Added |
| Evoke Wealth, LLC | 6,348 | $354.2K | 0.01% | +6,348 | New |
| Kera Capital Partners, Inc. | 6,335 | $353.5K | 0.04% | −255−3.9% | Reduced |
| Trust Asset Management LLC | 6,318 | $352.5K | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 6,430 | $350.6K | 0.00% | −1,040−13.9% | Reduced |
| Cozad Asset Management Inc | 6,268 | $349.8K | 0.03% | −550−8.1% | Reduced |
| Cary Street Partners Financial LLC | 6,261 | $349.4K | 0.01% | −6,520−51.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,256 | $349.1K | 0.00% | +1,060+20.4% | Added |
| Legacy Trust | 6,236 | $348.0K | 0.07% | −31−0.5% | Reduced |
| Advisory Alpha, LLC | 6,226 | $347.4K | 0.01% | +1,702+37.6% | Added |
| BankPlus Trust Department | 6,220 | $347.1K | 0.09% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 6,200 | $346.0K | 0.18% | 00.0% | Unchanged |
| Blackstone Group Inc. | 6,168 | $344.2K | 0.00% | +6,168 | New |
| Beacon Pointe Advisors, LLC | 6,132 | $342.2K | 0.00% | +1,546+33.7% | Added |
| Roberts Glore & Co Inc | 6,131 | $342.1K | 0.09% | +113+1.9% | Added |
| GM Advisory Group, Inc. | 6,129 | $342.0K | 0.01% | −1,063−14.8% | Reduced |
| We Are One Seven, LLC | 6,081 | $339.3K | 0.01% | −38,728−86.4% | Reduced |
| TrueWealth Advisors, LLC | 6,057 | $338.0K | 0.09% | +2,523+71.4% | Added |
| Legacy Wealth Asset Management, LLC | 5,989 | $334.2K | 0.08% | +1,966+48.9% | Added |
| Arcataur Capital Management LLC | 5,977 | $333.5K | 0.09% | −145−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,949 | $332.0K | 0.05% | +993+20.0% | Added |
| Inscription Capital, LLC | 5,936 | $331.2K | 0.03% | −1,083−15.4% | Reduced |
| Diversified Management Inc | 5,934 | $331.1K | 0.06% | +254+4.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,915 | $330.0K | 0.01% | +1,287+27.8% | Added |
| Soltis Investment Advisors LLC | 5,911 | $329.8K | 0.02% | +1,294+28.0% | Added |
| Level Four Advisory Services, LLC | 5,881 | $328.2K | 0.01% | −6,878−53.9% | Reduced |
| Advyzon Investment Management, LLC | 5,868 | $327.4K | 0.03% | −3,416−36.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,844 | $326.1K | 0.11% | −1,976−25.3% | Reduced |
| Nicolet Bankshares Inc | 5,878 | $325.9K | 0.01% | +1,993+51.3% | Added |
| Employees Retirement System of Texas | 5,815 | $324.0K | 0.00% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 5,800 | $323.6K | 0.18% | +5,800 | New |
| Tower Research Capital LLC (TRC) | 5,782 | $322.6K | 0.01% | −25,036−81.2% | Reduced |
| Umb Bank N A | 5,753 | $321.0K | 0.00% | −4,076−41.5% | Reduced |
| Plan A Wealth LLC | 5,725 | $319.5K | 0.15% | +952+19.9% | Added |
| Barnett & Company, Inc. | 5,700 | $318.1K | 0.25% | +450+8.6% | Added |
| Ostrum Asset Management | 5,591 | $311.9K | 0.02% | −6,407−53.4% | Reduced |
| Flagship Wealth Advisors, LLC | 1,805 | $311.2K | 0.13% | +1,805 | New |
| Cidel Asset Management Inc | 5,548 | $309.5K | 0.02% | +5,548 | New |
| Capital Investment Counsel, Inc | 5,500 | $306.9K | 0.04% | +695+14.5% | Added |
| Boston Common Asset Management, LLC | 5,495 | $306.6K | 0.02% | −292−5.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,475 | $305.5K | 0.06% | −1,917−25.9% | Reduced |
| Clark Asset Management, LLC | 5,460 | $304.7K | 0.03% | +64+1.2% | Added |
| City State Bank | 5,460 | $304.7K | 0.08% | +1,025+23.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,413 | $302.0K | 0.00% | +785+17.0% | Added |
| DGS Capital Management, LLC | 5,391 | $300.8K | 0.05% | +5,391 | New |
| Waddell & Associates, LLC | 5,370 | $299.6K | 0.02% | +5,370 | New |
| US Asset Management LLC | 5,363 | $299.3K | 0.26% | +9+0.2% | Added |
| Pitcairn Wealth Advisors LLC | 4,446 | $298.6K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 5,349 | $298.5K | 0.10% | +5,134+2,387.9% | Added |
| CTC Alternative Strategies, Ltd. | 5,300 | $295.7K | 0.67% | +5,300 | New |
| Keeler Thomas Management LLC | 5,285 | $294.9K | 0.12% | +1,104+26.4% | Added |
| Moneta Group Investment Advisors LLC | 5,271 | $294.1K | 0.00% | −30−0.6% | Reduced |
| Modera Wealth Management, LLC | 5,270 | $294.1K | 0.00% | +40+0.8% | Added |
| Kingsview Wealth Management, LLC | 5,257 | $293.3K | 0.00% | −2,963−36.0% | Reduced |
| LVM Capital Management Ltd | 5,250 | $293.0K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $290.2K | 0.15% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,195 | $289.9K | 0.00% | +959+22.6% | Added |
| Agate Pass Investment Management, LLC | 5,194 | $289.8K | 0.11% | −8,071−60.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,178 | $288.9K | 0.01% | +16+0.3% | Added |
| GTS Securities LLC | 5,141 | $286.9K | 0.01% | −1,887−26.8% | Reduced |
| Institute for Wealth Management, LLC. | 5,119 | $285.6K | 0.03% | −53−1.0% | Reduced |
| Wedbush Securities Inc | 5,101 | $285.0K | 0.01% | −261−4.9% | Reduced |
| Cornerstone Wealth Group, LLC | 4,499 | $284.6K | 0.02% | −521−10.4% | Reduced |
| Smartleaf Asset Management LLC | 5,201 | $283.6K | 0.01% | −904−14.8% | Reduced |
| Wedmont Private Capital | 5,006 | $283.5K | 0.01% | −1,530−23.4% | Reduced |
| Davenport & Co LLC | 5,064 | $282.6K | 0.00% | −1,505−22.9% | Reduced |
| CCM Investment Advisers LLC | 5,055 | $282.1K | 0.03% | −2,292−31.2% | Reduced |
| Cigna Investments Inc | 5,048 | $282.0K | 0.04% | −169−3.2% | Reduced |
| JBF Capital, Inc. | 5,000 | $279.0K | 0.04% | +1,000+25.0% | Added |
| Eukles Asset Management | 4,981 | $277.9K | 0.12% | −2,757−35.6% | Reduced |
| Burney Co | 4,966 | $277.1K | 0.01% | −756−13.2% | Reduced |
| Cypress Advisory Group LLC | 4,950 | $276.2K | 0.21% | −4,025−44.8% | Reduced |
| Smithfield Trust Co | 4,913 | $274.0K | 0.01% | −488−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,814 | $268.6K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,226 | $267.3K | 0.01% | +4,226 | New |
| Great Diamond Partners, LLC | 4,770 | $266.2K | 0.05% | +194+4.2% | Added |
| Resonant Capital Advisors, LLC | 4,733 | $264.1K | 0.01% | −317−6.3% | Reduced |
| JBGlobal.com LLC | 4,717 | $263.2K | 0.26% | +146+3.2% | Added |
| Journey Strategic Wealth LLC | 4,713 | $263.0K | 0.01% | +488+11.6% | Added |
| Middleton & Co Inc | 4,673 | $260.8K | 0.03% | −3,705−44.2% | Reduced |
| Busey Wealth Management | 4,641 | $259.0K | 0.01% | −2,605−36.0% | Reduced |
| Profund Advisors LLC | 4,632 | $258.5K | 0.01% | −964−17.2% | Reduced |
| Independent Financial Group, LLC | 4,621 | $257.9K | 0.01% | +310+7.2% | Added |
| State of Wyoming | 4,583 | $255.7K | 0.03% | +709+18.3% | Added |
| Journey Advisory Group, LLC | 4,576 | $255.3K | 0.02% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,563 | $254.6K | 0.02% | −184−3.9% | Reduced |
| Smith, Moore & Co. | 4,561 | $254.5K | 0.02% | −1,355−22.9% | Reduced |
| Verition Fund Management LLC | 4,508 | $251.5K | 0.00% | −231,834−98.1% | Reduced |
| Gamco Investors, Inc. Et Al | 4,490 | $250.5K | 0.00% | −3,790−45.8% | Reduced |
| Strategic Financial Concepts, LLC | 4,485 | $250.3K | 0.06% | +4,485 | New |
| Central Trust Co | 4,461 | $248.9K | 0.00% | −1,572−26.1% | Reduced |
| Perigon Wealth Management, LLC | 4,450 | $248.3K | 0.00% | +690+18.4% | Added |
| Okabena Investment Services Inc | 4,448 | $248.2K | 0.05% | −3−0.1% | Reduced |
| Caldwell Trust Co | 4,445 | $248.0K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,442 | $247.9K | 0.03% | −5,575−55.7% | Reduced |
| Michels Family Financial, LLC | 4,440 | $247.8K | 0.18% | −181−3.9% | Reduced |
| Avail Investment Partners, LLC | 4,401 | $246.0K | 0.26% | +4,401 | New |
| Brown, Lisle/Cummings, Inc. | 4,302 | $240.1K | 0.06% | −2,919−40.4% | Reduced |