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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 3,905 | $191.5K | 0.02% | −540−12.1% | Reduced |
| Rexford Capital Inc | 3,909 | $191.7K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 3,936 | $193.1K | 0.02% | −8,386−68.1% | Reduced |
| Silver Oak Securities, Inc | 3,983 | $195.4K | 0.01% | +3,983 | New |
| Global X Japan Co., Ltd. | 4,019 | $197.1K | 0.01% | +607+17.8% | Added |
| Soltis Investment Advisors LLC | 4,060 | $199.1K | 0.01% | −1,851−31.3% | Reduced |
| International Assets Investment Management, LLC | 3,930 | $199.4K | 0.01% | +920+30.6% | Added |
| Whittier Trust Co | 3,863 | $200.0K | 0.00% | +106+2.8% | Added |
| Level Four Advisory Services, LLC | 4,086 | $200.4K | 0.01% | −1,795−30.5% | Reduced |
| Perkins Coie Trust Co | 4,100 | $201.1K | 0.03% | 00.0% | Unchanged |
| Layline Advisors, LLC | 4,103 | $201.3K | 0.18% | +4,103 | New |
| Evergreen Wealth Solutions, LLC | 3,639 | $202.0K | 0.01% | −506−12.2% | Reduced |
| Independent Financial Group, LLC | 4,125 | $202.3K | 0.00% | −496−10.7% | Reduced |
| Sargent Investment Group, LLC | 4,129 | $202.5K | 0.02% | −10.0% | Reduced |
| Chilton Investment Co LLC | 4,149 | $203.5K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,181 | $205.1K | 0.03% | +468+12.6% | Added |
| Apollon Wealth Management, LLC | 4,191 | $205.6K | 0.00% | −4,426−51.4% | Reduced |
| HBK Sorce Advisory LLC | 3,823 | $206.9K | 0.00% | −2,738−41.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,229 | $207.4K | 0.00% | −5,723−57.5% | Reduced |
| Modera Wealth Management, LLC | 4,251 | $208.5K | 0.00% | −1,019−19.3% | Reduced |
| Forbes J M & Co LLP | 4,258 | $208.9K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,266 | $209.2K | 0.00% | −3,798−47.1% | Reduced |
| Prelude Capital Management, LLC | 4,285 | $210.2K | 0.02% | −7,715−64.3% | Reduced |
| Vanguard National Trust Co | 4,285 | $210.2K | 0.01% | +1,605+59.9% | Added |
| South State Corp. | 4,292 | $210.5K | 0.01% | −21,199−83.2% | Reduced |
| Great Diamond Partners, LLC | 4,301 | $211.0K | 0.04% | −469−9.8% | Reduced |
| Central Trust Co | 4,315 | $211.7K | 0.00% | −146−3.3% | Reduced |
| Essex Financial Services, Inc. | 4,355 | $213.6K | 0.01% | +415+10.5% | Added |
| Fifth Third Wealth Advisors LLC | 4,376 | $214.6K | 0.01% | −802−15.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,396 | $215.6K | 0.00% | −1,519−25.7% | Reduced |
| Capstone Investment Advisors, LLC | 4,428 | $217.2K | 0.00% | −3,427−43.6% | Reduced |
| Okabena Investment Services Inc | 4,448 | $218.2K | 0.04% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,457 | $218.6K | 0.08% | −737−14.2% | Reduced |
| Profund Advisors LLC | 4,469 | $219.2K | 0.01% | −163−3.5% | Reduced |
| Great Lakes Advisors, LLC | 4,504 | $220.9K | 0.00% | +4,504 | New |
| Davenport & Co LLC | 4,530 | $222.2K | 0.00% | −534−10.5% | Reduced |
| Certified Advisory Corp | 4,563 | $223.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,593 | $225.3K | 0.00% | −4,761−50.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,622 | $226.7K | 0.01% | −192−4.0% | Reduced |
| Claret Asset Management Corp | 4,621 | $227.0K | 0.02% | +4,621 | New |
| Fox Run Management, L.L.C. | 4,676 | $229.4K | 0.04% | +4,676 | New |
| Kendall Capital Management | 4,690 | $230.0K | 0.04% | −5,603−54.4% | Reduced |
| Eukles Asset Management | 4,713 | $231.2K | 0.10% | −268−5.4% | Reduced |
| Atlas Brown,Inc. | 4,734 | $232.2K | 0.06% | +4,734 | New |
| Middleton & Co Inc | 4,752 | $233.1K | 0.02% | +79+1.7% | Added |
| CX Institutional | 4,779 | $234.0K | 0.01% | +2,593+118.6% | Added |
| Elefante Mark B | 4,823 | $236.6K | 0.10% | −15,793−76.6% | Reduced |
| Dempze Nancy E | 4,835 | $237.2K | 0.11% | −11,685−70.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,887 | $239.7K | 0.00% | −384−7.3% | Reduced |
| Smithfield Trust Co | 4,913 | $241.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,914 | $241.0K | 0.02% | −205−4.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,929 | $241.8K | 0.00% | +4,929 | New |
| Burney Co | 4,957 | $243.1K | 0.01% | −9−0.2% | Reduced |
| BankPlus Trust Department | 4,988 | $244.7K | 0.06% | −1,232−19.8% | Reduced |
| Axxion S.A. | 5,000 | $245.3K | 0.02% | +5,000 | New |
| Legacy Advisors, LLC | 5,001 | $245.3K | 0.02% | −3,819−43.3% | Reduced |
| Cigna Investments Inc | 5,048 | $247.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,059 | $248.1K | 0.00% | −4,290−45.9% | Reduced |
| Wexford Capital LP | 5,126 | $251.4K | 0.03% | +5,126 | New |
| Boston Common Asset Management, LLC | 5,153 | $252.8K | 0.01% | −342−6.2% | Reduced |
| Smartleaf Asset Management LLC | 5,201 | $254.0K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $255.1K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,200 | $255.1K | 0.00% | +5,200 | New |
| Stephenson National Bank & Trust | 5,204 | $255.3K | 0.06% | +1,309+33.6% | Added |
| Legacy Trust | 5,247 | $257.4K | 0.05% | −989−15.9% | Reduced |
| Stonebridge Capital Advisors LLC | 5,250 | $257.5K | 0.02% | +1,095+26.4% | Added |
| LVM Capital Management Ltd | 5,250 | $258.0K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 5,331 | $261.5K | 0.07% | +1,456+37.6% | Added |
| Pallas Capital Advisors LLC | 5,334 | $261.6K | 0.01% | +1,097+25.9% | Added |
| Quarry LP | 5,342 | $262.0K | 0.04% | +1,070+25.0% | Added |
| US Asset Management LLC | 5,363 | $263.1K | 0.20% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,375 | $263.6K | 0.03% | −10,200−65.5% | Reduced |
| Argent Trust Co | 5,382 | $264.0K | 0.01% | −12,254−69.5% | Reduced |
| Patton Albertson Miller Group, LLC | 5,393 | $264.5K | 0.03% | −12,110−69.2% | Reduced |
| Clark Asset Management, LLC | 5,396 | $264.7K | 0.02% | −64−1.2% | Reduced |
| Wedbush Securities Inc | 5,394 | $265.0K | 0.01% | +293+5.7% | Added |
| Baker Avenue Asset Management, LP | 5,411 | $265.4K | 0.01% | −2,277−29.6% | Reduced |
| Cypress Advisory Group LLC | 5,454 | $267.5K | 0.21% | +504+10.2% | Added |
| Newman Dignan & Sheerar, Inc. | 5,508 | $270.2K | 0.05% | +33+0.6% | Added |
| Sagespring Wealth Partners, LLC | 5,574 | $273.4K | 0.00% | +1,517+37.4% | Added |
| Ostrum Asset Management | 5,591 | $274.3K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 5,596 | $274.5K | 0.01% | +5,596 | New |
| Berger Financial Group, Inc | 5,598 | $274.6K | 0.01% | −8,684−60.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,662 | $277.7K | 0.00% | +467+9.0% | Added |
| Roberts Glore & Co Inc | 5,663 | $277.8K | 0.07% | −468−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 5,662 | $278.4K | 0.00% | −470−7.7% | Reduced |
| Diversified Management Inc | 5,680 | $278.6K | 0.06% | −254−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,682 | $278.7K | 0.00% | −574−9.2% | Reduced |
| Kera Capital Partners, Inc. | 5,708 | $280.0K | 0.03% | −627−9.9% | Reduced |
| Fulcrum Asset Management LLP | 5,737 | $280.1K | 0.03% | −21,329−78.8% | Reduced |
| City State Bank | 5,730 | $281.1K | 0.06% | +270+4.9% | Added |
| Northland Securities, Inc. | 5,745 | $281.8K | 0.16% | +5,745 | New |
| Chicago Partners Investment Group LLC | 5,655 | $282.6K | 0.01% | −4,624−45.0% | Reduced |
| Johnson Investment Counsel Inc | 5,773 | $283.2K | 0.00% | −649−10.1% | Reduced |
| Capital City Trust Co | 5,780 | $283.5K | 0.06% | −4,547−44.0% | Reduced |
| Flywheel Private Wealth LLC | 5,800 | $284.5K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,807 | $284.8K | 0.00% | −1,932−25.0% | Reduced |
| Allworth Financial LP | 5,809 | $284.9K | 0.00% | −6,713−53.6% | Reduced |
| Employees Retirement System of Texas | 5,815 | $285.0K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 5,858 | $287.3K | 0.09% | −1,303−18.2% | Reduced |