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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 1,801 | $88.3K | 0.04% | −5,521−75.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,742 | $85.4K | 0.01% | +1,742 | New |
| Security National Bank of Sioux City Iowa | 1,700 | $83.4K | 0.03% | +1,700 | New |
| Union Savings Bank | 1,700 | $83.4K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,620 | $79.5K | 0.00% | +347+27.3% | Added |
| Albion Financial Group | 1,609 | $78.9K | 0.00% | −365−18.5% | Reduced |
| Versant Capital Management, Inc | 1,563 | $76.7K | 0.01% | −867−35.7% | Reduced |
| Paladin Partners, LLC | 1,500 | $73.6K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,475 | $72.3K | 0.07% | +1,475 | New |
| Aventura Private Wealth, LLC | 1,460 | $71.6K | 0.02% | +309+26.8% | Added |
| Onefund, LLC | 1,454 | $71.3K | 0.04% | −23−1.6% | Reduced |
| Old Second National Bank of Aurora | 1,395 | $68.4K | 0.01% | −118−7.8% | Reduced |
| MidFirst Bank | 1,328 | $65.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,322 | $64.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,280 | $62.8K | 0.01% | −655−33.9% | Reduced |
| Salomon & Ludwin, LLC | 1,222 | $62.0K | 0.01% | +375+44.3% | Added |
| SBI Securities Co., Ltd. | 1,261 | $61.9K | 0.00% | −37−2.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,245 | $61.1K | 0.02% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1,244 | $61.0K | 0.04% | +371+42.5% | Added |
| CoreCap Advisors, LLC | 1,214 | $59.5K | 0.00% | +134+12.4% | Added |
| Southern Michigan Bank & Trust | 1,200 | $58.9K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,114 | $54.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,046 | $51.3K | 0.00% | −43−3.9% | Reduced |
| WealthCollab, LLC | 1,043 | $51.2K | 0.02% | +826+380.6% | Added |
| Essential Partners LLC | 1,040 | $51.0K | 0.02% | −455−30.4% | Reduced |
| Crewe Advisors LLC | 1,033 | $50.7K | 0.00% | +49+5.0% | Added |
| Highland Investment Advisors LLC | 970 | $47.6K | 0.02% | +970 | New |
| Basecamp Wealth Advisors LLC | 952 | $46.7K | 0.01% | −596−38.5% | Reduced |
| ZRC Wealth Management, LLC | 944 | $46.3K | 0.01% | +796+537.8% | Added |
| Strategic Wealth Partners, Ltd. | 930 | $45.6K | 0.00% | +721+345.0% | Added |
| Caitlin John, LLC | 913 | $44.8K | 0.02% | +56+6.5% | Added |
| Zions Bancorporation, National Association | 912 | $44.7K | 0.00% | −247−21.3% | Reduced |
| Basepoint Wealth LLC | 907 | $44.5K | 0.03% | −147−13.9% | Reduced |
| IAG Wealth Partners, LLC | 896 | $43.9K | 0.00% | +290+47.9% | Added |
| Cornerstone Planning Group LLC | 865 | $43.4K | 0.01% | +120+16.1% | Added |
| Tanglewood Legacy Advisors, LLC | 872 | $42.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 845 | $41.0K | 0.01% | +21+2.5% | Added |
| Evermay Wealth Management LLC | 800 | $39.2K | 0.00% | −44−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 795 | $39.0K | 0.00% | −872−52.3% | Reduced |
| Trust Co | 779 | $38.2K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 760 | $37.3K | 0.00% | −225−22.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 725 | $35.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 704 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 658 | $34.2K | 0.02% | −77−10.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $33.8K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 685 | $33.6K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 645 | $31.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 635 | $31.1K | 0.00% | +635 | New |
| JFS Wealth Advisors, LLC | 618 | $30.3K | 0.00% | −588−48.8% | Reduced |
| 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 |
| Raiffeisen Bank International AG | 578 | $28.2K | 0.00% | +170+41.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 572 | $28.0K | 0.00% | −762−57.1% | Reduced |
| Spire Wealth Management | 571 | $28.0K | 0.00% | −138−19.5% | 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 |
| Grove Bank & Trust | 526 | $25.8K | 0.00% | −24−4.4% | 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 |
| Truvestments Capital LLC | 495 | $24.3K | 0.00% | −1,030−67.5% | Reduced |
| Frazier Financial Advisors, LLC | 477 | $23.4K | 0.01% | −873−64.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 476 | $23.3K | 0.00% | −220−31.6% | Reduced |
| Winthrop Capital Management, LLC | 460 | $23.0K | 0.01% | −20−4.2% | Reduced |
| SHP Wealth Management | 463 | $22.7K | 0.00% | +415+864.6% | Added |
| Princeton Global Asset Management LLC | 455 | $22.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 445 | $21.8K | 0.01% | +216+94.3% | Added |
| Hickory Point Bank & Trust | 436 | $21.4K | 0.01% | −50−10.3% | Reduced |
| First Command Advisory Services, Inc. | 434 | $21.3K | 0.00% | +385+785.7% | Added |
| Godfrey Financial Associates, Inc. | 426 | $20.9K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 395 | $20.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 412 | $20.0K | 0.00% | −191−31.7% | Reduced |
| NBH Bank | 407 | $20.0K | 0.01% | +407 | New |
| Quent Capital, LLC | 406 | $19.9K | 0.00% | −980−70.7% | Reduced |
| West Paces Advisors Inc. | 406 | $19.9K | 0.00% | +406 | New |
| SWAN Capital LLC | 382 | $18.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 380 | $18.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 374 | $18.3K | 0.01% | −4,975−93.0% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 368 | $18.1K | 0.00% | −116−24.0% | Reduced |
| Hoese & Co LLP | 368 | $18.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 355 | $17.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 344 | $16.9K | 0.00% | +26+8.2% | Added |
| Y.D. More Investments Ltd | 343 | $16.8K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 336 | $16.5K | 0.01% | +6+1.8% | Added |
| Owl Creek Wealth Partners LLC | 334 | $16.4K | 0.00% | −542−61.9% | Reduced |
| NBC Securities, Inc. | 333 | $16.3K | 0.00% | −4−1.2% | Reduced |
| Rossby Financial, LCC | 326 | $16.0K | 0.00% | −672−67.3% | Reduced |
| GHP Investment Advisors, Inc. | 320 | $15.7K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 318 | $15.6K | 0.01% | +318 | New |
| First National Bank | 317 | $15.5K | 0.01% | +317 | New |
| Byrne Asset Management LLC | 300 | $14.7K | 0.01% | +300 | New |
| Stance Capital LLC | 299 | $14.6K | 0.00% | +299 | New |
| Ancora Advisors, LLC | 293 | $14.4K | 0.00% | −788−72.9% | Reduced |
| Capital Advisors, Ltd. LLC | 284 | $14.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 285 | $14.0K | 0.00% | +285 | New |
| 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 |
| Cullen/Frost Bankers, Inc. | 253 | $12.4K | 0.00% | −36−12.5% | Reduced |
| Midwest Capital Advisors, LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |