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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 5,880 | $288.4K | 0.03% | −2,354−28.6% | Reduced |
| Arkadios Wealth Advisors | 5,892 | $289.0K | 0.00% | −1,799−23.4% | Reduced |
| Tred Avon Family Wealth, LLC | 5,910 | $289.9K | 0.09% | +5,910 | New |
| Circle Wealth Management, LLC | 5,934 | $291.1K | 0.00% | −3,915−39.8% | Reduced |
| Harbor Investment Advisory, LLC | 5,953 | $292.0K | 0.02% | −1,493−20.1% | Reduced |
| nVerses Capital, LLC | 5,998 | $294.2K | 0.45% | +5,998 | New |
| Wesbanco Bank Inc | 6,000 | $294.3K | 0.01% | −667−10.0% | Reduced |
| Capital Investment Counsel, Inc | 6,000 | $294.3K | 0.03% | +500+9.1% | Added |
| Purkiss Capital Advisors LLC | 6,030 | $295.8K | 0.11% | −775−11.4% | Reduced |
| Trust Asset Management LLC | 6,066 | $297.5K | 0.02% | −252−4.0% | Reduced |
| Cary Street Partners Financial LLC | 6,079 | $298.2K | 0.01% | −182−2.9% | Reduced |
| Nilsine Partners, LLC | 6,086 | $298.5K | 0.02% | −1,068−14.9% | Reduced |
| Spinnaker Trust | 6,123 | $300.3K | 0.01% | −632−9.4% | Reduced |
| Nicolet Bankshares Inc | 5,815 | $301.1K | 0.01% | −63−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,184 | $303.3K | 0.07% | +195+3.3% | Added |
| Syon Capital LLC | 6,199 | $304.1K | 0.01% | −8,467−57.7% | Reduced |
| Greenleaf Trust | 6,216 | $304.9K | 0.00% | −1,264−16.9% | Reduced |
| Tyche Wealth Partners LLC | 6,250 | $306.6K | 0.04% | +6,250 | New |
| Cozad Asset Management Inc | 6,268 | $307.4K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 6,270 | $307.5K | 0.05% | +6,270 | New |
| Uhlmann Price Securities, LLC | 6,270 | $307.5K | 0.01% | +6,270 | New |
| Intelligence Driven Advisers, LLC | 6,303 | $309.2K | 0.05% | −1,371−17.9% | Reduced |
| Hara Capital LLC | 6,305 | $309.3K | 0.16% | +3,285+108.8% | Added |
| First Horizon Corp | 6,340 | $311.0K | 0.01% | −353−5.3% | Reduced |
| Oslo Pensjonsforsikring AS | 6,377 | $312.8K | 0.04% | 00.0% | Unchanged |
| Frec Markets, Inc. | 6,393 | $313.6K | 0.03% | −920−12.6% | Reduced |
| Cito Capital Group, LLC | 6,400 | $314.0K | 0.08% | −10,000−61.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,441 | $315.9K | 0.00% | −1,271−16.5% | Reduced |
| Spartan Wealth Advisory Services LLC | 6,459 | $316.8K | 0.03% | −1,320−17.0% | Reduced |
| Landaas & Co | 6,459 | $316.8K | 0.06% | −630−8.9% | Reduced |
| Dorato Capital Management | 6,285 | $317.1K | 0.22% | −192−3.0% | Reduced |
| Johnson Financial Group, Inc. | 6,467 | $317.2K | 0.01% | −2,228−25.6% | Reduced |
| Plan A Wealth LLC | 6,555 | $321.5K | 0.14% | +830+14.5% | Added |
| Cheviot Value Management, LLC | 6,573 | $322.4K | 0.03% | −137−2.0% | Reduced |
| Keeler Thomas Management LLC | 6,612 | $324.3K | 0.11% | +1,327+25.1% | Added |
| CoreFirst Bank & Trust | 6,625 | $325.0K | 0.16% | +425+6.9% | Added |
| TownSquare Capital, LLC | 6,641 | $325.7K | 0.06% | +236+3.7% | Added |
| Umb Bank N A | 6,648 | $326.1K | 0.00% | +895+15.6% | Added |
| Investors Asset Management of Georgia Inc | 6,711 | $329.2K | 0.11% | −400−5.6% | Reduced |
| Dynasty Wealth Management, LLC | 6,712 | $329.2K | 0.00% | +6,712 | New |
| Signaturefd, LLC | 6,729 | $330.0K | 0.00% | −2,970−30.6% | Reduced |
| Advyzon Investment Management, LLC | 6,752 | $331.2K | 0.02% | +884+15.1% | Added |
| Kovitz Investment Group Partners, LLC | 6,873 | $337.2K | 0.01% | −22−0.3% | Reduced |
| IHT Wealth Management, LLC | 6,881 | $337.5K | 0.01% | −775−10.1% | Reduced |
| Haverford Trust Co | 6,982 | $342.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,989 | $342.8K | 0.01% | −764−9.9% | Reduced |
| Trust Co of Vermont | 7,060 | $346.3K | 0.01% | +7,060 | New |
| Savvy Advisors, Inc. | 7,091 | $347.8K | 0.01% | +257+3.8% | Added |
| LS Investment Advisors, LLC | 7,249 | $355.6K | 0.05% | −1,100−13.2% | Reduced |
| Personal Cfo Solutions, LLC | 7,312 | $358.7K | 0.05% | +1,363+22.9% | Added |
| Cox Capital Mgt LLC | 7,333 | $359.7K | 0.20% | −11,731−61.5% | Reduced |
| Moody National Bank Trust Division | 7,448 | $365.3K | 0.03% | +1,049+16.4% | Added |
| Gamco Investors, Inc. Et Al | 7,485 | $367.1K | 0.00% | +2,995+66.7% | Added |
| Radnor Capital Management, LLC | 7,524 | $369.1K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,554 | $370.5K | 0.00% | +252+3.5% | Added |
| Grimes & Company, Inc. | 7,569 | $371.3K | 0.01% | −24−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,588 | $372.2K | 0.00% | +2,331+44.3% | Added |
| Ballentine Partners, LLC | 7,625 | $374.0K | 0.00% | −3,204−29.6% | Reduced |
| Dean Investment Associates, LLC | 7,630 | $374.3K | 0.05% | −164−2.1% | Reduced |
| Operose Advisors LLC | 7,635 | $374.5K | 0.07% | +641+9.2% | Added |
| Eads & Heald Wealth Management | 7,643 | $374.9K | 0.18% | −1,265−14.2% | Reduced |
| Aaron Wealth Advisors | 7,725 | $378.9K | 0.02% | −1,274−14.2% | Reduced |
| Premier Path Wealth Partners, LLC | 7,742 | $379.7K | 0.04% | −2,918−27.4% | Reduced |
| Mutual Advisors, LLC | 7,797 | $382.4K | 0.01% | −1,533−16.4% | Reduced |
| Moran Wealth Management, LLC | 7,804 | $382.8K | 0.01% | −400−4.9% | Reduced |
| Trace Wealth Advisors, LLC | 7,815 | $383.3K | 0.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,908 | $387.9K | 0.00% | −14,218−64.3% | Reduced |
| CAPROCK Group, Inc. | 7,960 | $390.5K | 0.01% | −40,891−83.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,972 | $391.0K | 0.01% | +2,190+37.9% | Added |
| Hennessy Advisors Inc | 8,000 | $392.4K | 0.01% | +1,000+14.3% | Added |
| Illinois Municipal Retirement Fund | 8,025 | $393.6K | 0.00% | −12,038−60.0% | Reduced |
| Beck Mack & Oliver LLC | 8,055 | $395.1K | 0.01% | +100+1.3% | Added |
| Pflug Koory, LLC | 8,092 | $396.9K | 0.16% | 00.0% | Unchanged |
| Edmp, Inc. | 8,197 | $402.1K | 0.32% | +95+1.2% | Added |
| Cidel Asset Management Inc | 8,198 | $402.2K | 0.02% | +2,650+47.8% | Added |
| Abacus Planning Group, Inc. | 8,207 | $402.6K | 0.05% | −252−3.0% | Reduced |
| Chemistry Wealth Management LLC | 8,294 | $406.8K | 0.07% | +1,628+24.4% | Added |
| Wayfinding Financial, LLC | 8,323 | $408.0K | 0.15% | −10−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 8,389 | $411.5K | 0.00% | −4,839−36.6% | Reduced |
| Parallel Advisors, LLC | 8,446 | $414.3K | 0.01% | −337−3.8% | Reduced |
| Mission Wealth Management, LP | 8,462 | $415.1K | 0.01% | −2,154−20.3% | Reduced |
| Sentinus, LLC | 8,490 | $416.4K | 0.03% | −3,901−31.5% | Reduced |
| Heritage Trust Co | 8,535 | $418.6K | 0.04% | −611−6.7% | Reduced |
| Bokf, NA | 8,588 | $421.2K | 0.01% | −664−7.2% | Reduced |
| Brighton Jones LLC | 8,616 | $422.6K | 0.01% | −14,382−62.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 8,619 | $422.8K | 0.00% | −454−5.0% | Reduced |
| Capital Investment Counsel, LLC | 8,650 | $424.3K | 0.05% | −793−8.4% | Reduced |
| Key Financial Inc | 8,759 | $429.6K | 0.07% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 8,800 | $431.6K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 8,908 | $436.9K | 0.00% | −18−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 8,964 | $439.7K | 0.03% | −1,535−14.6% | Reduced |
| Howland Capital Management LLC | 9,008 | $441.8K | 0.02% | −1,575−14.9% | Reduced |
| Belpointe Asset Management LLC | 9,095 | $446.1K | 0.01% | −1,110−10.9% | Reduced |
| Vise Technologies, Inc. | 9,132 | $447.9K | 0.01% | +2,388+35.4% | Added |
| Horizon Investments, LLC | 9,573 | $448.4K | 0.00% | +32+0.3% | Added |
| Jump Financial, LLC | 9,144 | $448.5K | 0.00% | −362,462−97.5% | Reduced |
| Brown Brothers Harriman & Co | 9,176 | $450.1K | 0.00% | −1,285−12.3% | Reduced |
| Advisory Alpha, LLC | 9,194 | $451.0K | 0.01% | +2,968+47.7% | Added |
| TrueWealth Advisors, LLC | 9,260 | $454.2K | 0.10% | +3,203+52.9% | Added |
| Miracle Mile Advisors, LLC | 9,318 | $457.1K | 0.01% | +433+4.9% | Added |