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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 578 | $28.2K | 0.00% | +170+41.7% | Added |
| Keating Financial Advisory Services, Inc. | 607 | $29.8K | 0.00% | −147−19.5% | Reduced |
| Altshuler Shaham Ltd | 607 | $29.8K | 0.00% | +112+22.6% | Added |
| JFS Wealth Advisors, LLC | 618 | $30.3K | 0.00% | −588−48.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 635 | $31.1K | 0.00% | +635 | New |
| Osterweis Capital Management Inc | 645 | $31.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 685 | $33.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $33.8K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 658 | $34.2K | 0.02% | −77−10.5% | Reduced |
| First PREMIER Bank | 704 | $35.0K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 725 | $35.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 760 | $37.3K | 0.00% | −225−22.8% | Reduced |
| Trust Co | 779 | $38.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 795 | $39.0K | 0.00% | −872−52.3% | Reduced |
| Evermay Wealth Management LLC | 800 | $39.2K | 0.00% | −44−5.2% | Reduced |
| TSFG, LLC | 845 | $41.0K | 0.01% | +21+2.5% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $42.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 865 | $43.4K | 0.01% | +120+16.1% | Added |
| IAG Wealth Partners, LLC | 896 | $43.9K | 0.00% | +290+47.9% | Added |
| Basepoint Wealth LLC | 907 | $44.5K | 0.03% | −147−13.9% | Reduced |
| Zions Bancorporation, National Association | 912 | $44.7K | 0.00% | −247−21.3% | Reduced |
| Caitlin John, LLC | 913 | $44.8K | 0.02% | +56+6.5% | Added |
| Strategic Wealth Partners, Ltd. | 930 | $45.6K | 0.00% | +721+345.0% | Added |
| ZRC Wealth Management, LLC | 944 | $46.3K | 0.01% | +796+537.8% | Added |
| Basecamp Wealth Advisors LLC | 952 | $46.7K | 0.01% | −596−38.5% | Reduced |
| Highland Investment Advisors LLC | 970 | $47.6K | 0.02% | +970 | New |
| Crewe Advisors LLC | 1,033 | $50.7K | 0.00% | +49+5.0% | Added |
| Essential Partners LLC | 1,040 | $51.0K | 0.02% | −455−30.4% | Reduced |
| WealthCollab, LLC | 1,043 | $51.2K | 0.02% | +826+380.6% | Added |
| Private Trust Co NA | 1,046 | $51.3K | 0.00% | −43−3.9% | Reduced |
| JNBA Financial Advisors | 1,114 | $54.6K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,200 | $58.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,214 | $59.5K | 0.00% | +134+12.4% | Added |
| Gilpin Wealth Management, LLC | 1,244 | $61.0K | 0.04% | +371+42.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,245 | $61.1K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,261 | $61.9K | 0.00% | −37−2.9% | Reduced |
| Salomon & Ludwin, LLC | 1,222 | $62.0K | 0.01% | +375+44.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,280 | $62.8K | 0.01% | −655−33.9% | Reduced |
| Trust Co of Toledo NA | 1,322 | $64.8K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 1,328 | $65.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,395 | $68.4K | 0.01% | −118−7.8% | Reduced |
| Onefund, LLC | 1,454 | $71.3K | 0.04% | −23−1.6% | Reduced |
| Aventura Private Wealth, LLC | 1,460 | $71.6K | 0.02% | +309+26.8% | Added |
| Bayforest Capital Ltd | 1,475 | $72.3K | 0.07% | +1,475 | New |
| Paladin Partners, LLC | 1,500 | $73.6K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,563 | $76.7K | 0.01% | −867−35.7% | Reduced |
| Albion Financial Group | 1,609 | $78.9K | 0.00% | −365−18.5% | Reduced |
| TD Private Client Wealth LLC | 1,620 | $79.5K | 0.00% | +347+27.3% | Added |
| Union Savings Bank | 1,700 | $83.4K | 0.03% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,700 | $83.4K | 0.03% | +1,700 | New |
| Caitong International Asset Management Co., Ltd | 1,742 | $85.4K | 0.01% | +1,742 | New |
| Addison Advisors LLC | 1,801 | $88.3K | 0.04% | −5,521−75.4% | Reduced |
| Rothschild Investment LLC | 1,810 | $88.8K | 0.00% | −5,538−75.4% | Reduced |
| Private Wealth Asset Management, LLC | 1,823 | $89.4K | 0.01% | +1,495+455.8% | Added |
| MCF Advisors LLC | 1,854 | $90.9K | 0.00% | −1,596−46.3% | Reduced |
| Regatta Research & Money Management | 1,883 | $92.4K | 0.09% | +1,883 | New |
| Lloyd Advisory Services, LLC. | 1,897 | $93.0K | 0.04% | +1,897 | New |
| Nemes Rush Group LLC | 1,978 | $97.0K | 0.01% | −1,343−40.4% | Reduced |
| Castleark Management LLC | 2,000 | $98.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,864 | $98.3K | 0.00% | −745−28.6% | Reduced |
| Heritage Wealth Advisors | 2,035 | $99.8K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,089 | $105.3K | 0.00% | −32−1.5% | Reduced |
| LRI Investments, LLC | 21,374 | $105.3K | 0.01% | +1,590+8.0% | Added |
| Colonial Trust Co | 2,147 | $105.3K | 0.01% | +20+0.9% | Added |
| Geneos Wealth Management Inc. | 2,333 | $114.4K | 0.00% | −179−7.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $116.5K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,402 | $117.8K | 0.03% | +2,402 | New |
| LOM Asset Management Ltd | 2,415 | $118.5K | 0.03% | −1,066−30.6% | Reduced |
| Covestor Ltd | 2,433 | $119.0K | 0.07% | +1,690+227.5% | Added |
| Larson Financial Group LLC | 2,431 | $119.2K | 0.00% | −495−16.9% | Reduced |
| Manchester Capital Management LLC | 2,439 | $119.6K | 0.02% | −147−5.7% | Reduced |
| Salem Investment Counselors Inc | 2,457 | $120.5K | 0.00% | −95−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $122.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,504 | $122.8K | 0.03% | −1,798−41.8% | Reduced |
| TIAA Wealth Investment Management LLC | 2,506 | $122.9K | 0.00% | −114−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,615 | $128.2K | 0.00% | −7,288−73.6% | Reduced |
| NBT Bank N A | 2,653 | $130.1K | 0.01% | −475−15.2% | Reduced |
| St Germain D J Co Inc | 2,683 | $131.6K | 0.00% | −1,376−33.9% | Reduced |
| WPG Advisers, LLC | 2,715 | $133.2K | 0.08% | +2,697+14,983.3% | Added |
| N.E.W. Advisory Services LLC | 2,721 | $133.5K | 0.01% | −1,347−33.1% | Reduced |
| Sittner & Nelson, LLC | 2,792 | $136.9K | 0.04% | +1,750+167.9% | Added |
| Deseret Mutual Benefit Administrators | 2,817 | $138.2K | 0.05% | +681+31.9% | Added |
| Duncker Streett & Co Inc | 2,867 | $140.6K | 0.02% | −3,628−55.9% | Reduced |
| Close Asset Management Ltd | 2,982 | $146.0K | 0.00% | +1,178+65.3% | Added |
| Pavaki Capital Management LLC | 3,000 | $147.2K | 0.08% | 00.0% | Unchanged |
| Swiss Re Ltd | 3,093 | $151.7K | 0.01% | +3,093 | New |
| Atlantic Trust, LLC | 3,166 | $155.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,184 | $157.0K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,224 | $158.1K | 0.00% | +1,754+119.3% | Added |
| Downshift Financial, LLC | 3,309 | $162.3K | 0.07% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 3,369 | $165.0K | 0.07% | −30−0.9% | Reduced |
| Massmutual Trust Co FSB | 3,416 | $167.6K | 0.00% | −8,777−72.0% | Reduced |
| Citizens National Bank Trust Department | 3,450 | $169.2K | 0.02% | −300−8.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,476 | $170.5K | 0.00% | +120+3.6% | Added |
| FNY Investment Advisers, LLC | 3,500 | $171.0K | 0.06% | +500+16.7% | Added |
| Los Angeles Capital Management LLC | 3,541 | $173.7K | 0.00% | −7,987−69.3% | Reduced |
| Alerus Financial NA | 3,546 | $173.9K | 0.01% | +246+7.5% | Added |
| Westpac Banking Corp | 3,573 | $175.3K | 0.01% | +839+30.7% | Added |
| Parkside Financial Bank & Trust | 3,696 | $181.3K | 0.01% | +73+2.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,700 | $181.5K | 0.04% | −10,570−74.1% | Reduced |