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, Q2 2026
Institutional positions in Fiserv Inc as of Jun 30, 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
- 1,152
- −97 vs. Q1 2026
- Shares held
- 477.1M
- +12.1M (+2.6%) vs. Q1 2026
- Total value
- $23.4B
- −$2.53B (−9.7%) vs. Q1 2026
- New holders
- 107
- 389 more added
- Sold out
- 204
- 510 more reduced
15 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 90 | $5.00K | 0.00% | −92−50.5% | Reduced |
| JPL Wealth Management, LLC | 107 | $5.25K | 0.00% | −75−41.2% | Reduced |
| CVA Family Office, LLC | 110 | $5.40K | 0.00% | −1,021−90.3% | Reduced |
| Signature Resources Capital Management, LLC | 110 | $5.40K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 111 | $5.44K | 0.00% | −199−64.2% | Reduced |
| City Holding Co | 115 | $5.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 117 | $5.74K | 0.00% | +75+178.6% | Added |
| Continuum Advisory, LLC | 119 | $5.84K | 0.00% | +119 | New |
| Action Point Financial Planning, LLC | 119 | $5.84K | 0.00% | +119 | New |
| Oakworth Capital, Inc. | 120 | $5.89K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 120 | $5.89K | 0.00% | +120 | New |
| Richardson Financial Services Inc. | 123 | $6.03K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 124 | $6.08K | 0.00% | +36+40.9% | Added |
| Darwin Advisors, LLC | 125 | $6.17K | 0.00% | −32−20.4% | Reduced |
| Prestige Wealth Management Group LLC | 128 | $6.28K | 0.00% | −33−20.5% | Reduced |
| Miller Global Investments, LLC | 129 | $6.33K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $6.47K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 135 | $6.62K | 0.00% | −14−9.4% | Reduced |
| High Note Wealth, LLC | 136 | $6.67K | 0.00% | −140−50.7% | Reduced |
| Silver Grove Financial Group, Inc. | 138 | $6.77K | 0.00% | +20+16.9% | Added |
| Asset Dedication, LLC | 151 | $7.41K | 0.00% | −225−59.8% | Reduced |
| Rational Advisors LLC | 156 | $7.65K | 0.00% | −42−21.2% | Reduced |
| Gables Capital Management Inc. | 171 | $8.39K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 172 | $8.44K | 0.00% | +7+4.2% | Added |
| Kilter Group LLC | 177 | $8.68K | 0.00% | −36−16.9% | Reduced |
| Cromwell Holdings LLC | 178 | $8.73K | 0.00% | −1,290−87.9% | Reduced |
| Bruce G. Allen Investments, LLC | 178 | $8.73K | 0.01% | +93+109.4% | Added |
| Sachetta, LLC | 180 | $8.83K | 0.00% | −48−21.1% | Reduced |
| Bogart Wealth, LLC | 180 | $8.85K | 0.00% | +37+25.9% | Added |
| Main Street Group, LTD | 181 | $8.88K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 182 | $8.93K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 183 | $8.98K | 0.01% | +8+4.6% | Added |
| MV Capital Management, Inc. | 183 | $8.98K | 0.00% | −500−73.2% | Reduced |
| Ogorek Anthony Joseph | 187 | $9.00K | 0.00% | −109−36.8% | Reduced |
| IFG Advisory, LLC | 186 | $9.12K | 0.00% | +186 | New |
| Kemnay Advisory Services Inc. | 191 | $9.37K | 0.00% | −5−2.6% | Reduced |
| Marshall Investment Management, LLC | 193 | $9.47K | 0.00% | +53+37.9% | Added |
| Financial Network Wealth Advisors LLC | 199 | $9.76K | 0.01% | +2+1.0% | Added |
| Broadwater Capital Management LLC | 200 | $9.81K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 200 | $9.81K | 0.00% | +200 | New |
| Commonwealth Retirement Investments LLC | 200 | $9.81K | 0.00% | +200 | New |
| Joseph Group Capital Management | 201 | $9.86K | 0.00% | +67+50.0% | Added |
| Allianz SE | 210 | $10.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 220 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $10.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 211 | $11.1K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 226 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 229 | $11.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 240 | $11.8K | 0.00% | +60+33.3% | Added |
| Pinnacle Bancorp, Inc. | 243 | $11.9K | 0.00% | +41+20.3% | Added |
| Midwest Capital Advisors, LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 253 | $12.4K | 0.00% | −36−12.5% | Reduced |
| Garden State Investment Advisory Services LLC | 275 | $13.5K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 285 | $14.0K | 0.00% | +285 | New |
| Capital Advisors, Ltd. LLC | 284 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 293 | $14.4K | 0.00% | −788−72.9% | Reduced |
| Stance Capital LLC | 299 | $14.6K | 0.00% | +299 | New |
| Byrne Asset Management LLC | 300 | $14.7K | 0.01% | +300 | New |
| First National Bank | 317 | $15.5K | 0.01% | +317 | New |
| Decker Retirement Planning Inc. | 318 | $15.6K | 0.01% | +318 | New |
| GHP Investment Advisors, Inc. | 320 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 326 | $16.0K | 0.00% | −672−67.3% | Reduced |
| NBC Securities, Inc. | 333 | $16.3K | 0.00% | −4−1.2% | Reduced |
| Owl Creek Wealth Partners LLC | 334 | $16.4K | 0.00% | −542−61.9% | Reduced |
| Davis Capital Management | 336 | $16.5K | 0.01% | +6+1.8% | Added |
| Y.D. More Investments Ltd | 343 | $16.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 344 | $16.9K | 0.00% | +26+8.2% | Added |
| Piscataqua Savings Bank | 355 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 368 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 368 | $18.1K | 0.00% | −116−24.0% | Reduced |
| United Community Bank | 374 | $18.3K | 0.01% | −4,975−93.0% | Reduced |
| Compagnie Lombard Odier SCmA | 380 | $18.6K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 382 | $18.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 406 | $19.9K | 0.00% | −980−70.7% | Reduced |
| West Paces Advisors Inc. | 406 | $19.9K | 0.00% | +406 | New |
| NBH Bank | 407 | $20.0K | 0.01% | +407 | New |
| GW&K Investment Management, LLC | 412 | $20.0K | 0.00% | −191−31.7% | Reduced |
| Tripletail Wealth Management, LLC | 395 | $20.7K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 426 | $20.9K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 434 | $21.3K | 0.00% | +385+785.7% | Added |
| Hickory Point Bank & Trust | 436 | $21.4K | 0.01% | −50−10.3% | Reduced |
| Horizon Financial Services, LLC | 445 | $21.8K | 0.01% | +216+94.3% | Added |
| Princeton Global Asset Management LLC | 455 | $22.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 463 | $22.7K | 0.00% | +415+864.6% | Added |
| Winthrop Capital Management, LLC | 460 | $23.0K | 0.01% | −20−4.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 476 | $23.3K | 0.00% | −220−31.6% | Reduced |
| Frazier Financial Advisors, LLC | 477 | $23.4K | 0.01% | −873−64.7% | Reduced |
| Truvestments Capital LLC | 495 | $24.3K | 0.00% | −1,030−67.5% | Reduced |
| Triumph Capital Management | 500 | $24.5K | 0.00% | −8−1.6% | Reduced |
| Atwood & Palmer Inc | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 526 | $25.8K | 0.00% | −24−4.4% | Reduced |
| Investors Research Corp | 550 | $27.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 550 | $27.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 550 | $27.0K | 0.00% | +242+78.6% | Added |
| Spire Wealth Management | 571 | $28.0K | 0.00% | −138−19.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 572 | $28.0K | 0.00% | −762−57.1% | Reduced |