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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 7,448 | $365.3K | 0.03% | +1,049+16.4% | Added |
| Cox Capital Mgt LLC | 7,333 | $359.7K | 0.20% | −11,731−61.5% | Reduced |
| Personal Cfo Solutions, LLC | 7,312 | $358.7K | 0.05% | +1,363+22.9% | Added |
| LS Investment Advisors, LLC | 7,249 | $355.6K | 0.05% | −1,100−13.2% | Reduced |
| Savvy Advisors, Inc. | 7,091 | $347.8K | 0.01% | +257+3.8% | Added |
| Trust Co of Vermont | 7,060 | $346.3K | 0.01% | +7,060 | New |
| Moors & Cabot, Inc. | 6,989 | $342.8K | 0.01% | −764−9.9% | Reduced |
| Haverford Trust Co | 6,982 | $342.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,881 | $337.5K | 0.01% | −775−10.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,873 | $337.2K | 0.01% | −22−0.3% | Reduced |
| Advyzon Investment Management, LLC | 6,752 | $331.2K | 0.02% | +884+15.1% | Added |
| Signaturefd, LLC | 6,729 | $330.0K | 0.00% | −2,970−30.6% | Reduced |
| Dynasty Wealth Management, LLC | 6,712 | $329.2K | 0.00% | +6,712 | New |
| Investors Asset Management of Georgia Inc | 6,711 | $329.2K | 0.11% | −400−5.6% | Reduced |
| Umb Bank N A | 6,648 | $326.1K | 0.00% | +895+15.6% | Added |
| TownSquare Capital, LLC | 6,641 | $325.7K | 0.06% | +236+3.7% | Added |
| CoreFirst Bank & Trust | 6,625 | $325.0K | 0.16% | +425+6.9% | Added |
| Keeler Thomas Management LLC | 6,612 | $324.3K | 0.11% | +1,327+25.1% | Added |
| Cheviot Value Management, LLC | 6,573 | $322.4K | 0.03% | −137−2.0% | Reduced |
| Plan A Wealth LLC | 6,555 | $321.5K | 0.14% | +830+14.5% | Added |
| Johnson Financial Group, Inc. | 6,467 | $317.2K | 0.01% | −2,228−25.6% | Reduced |
| Dorato Capital Management | 6,285 | $317.1K | 0.22% | −192−3.0% | 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 |
| Prime Capital Investment Advisors, LLC | 6,441 | $315.9K | 0.00% | −1,271−16.5% | Reduced |
| Cito Capital Group, LLC | 6,400 | $314.0K | 0.08% | −10,000−61.0% | Reduced |
| Frec Markets, Inc. | 6,393 | $313.6K | 0.03% | −920−12.6% | Reduced |
| Oslo Pensjonsforsikring AS | 6,377 | $312.8K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 6,340 | $311.0K | 0.01% | −353−5.3% | Reduced |
| Hara Capital LLC | 6,305 | $309.3K | 0.16% | +3,285+108.8% | Added |
| Intelligence Driven Advisers, LLC | 6,303 | $309.2K | 0.05% | −1,371−17.9% | Reduced |
| Uhlmann Price Securities, LLC | 6,270 | $307.5K | 0.01% | +6,270 | New |
| Peak Asset Management, LLC | 6,270 | $307.5K | 0.05% | +6,270 | New |
| Cozad Asset Management Inc | 6,268 | $307.4K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,250 | $306.6K | 0.04% | +6,250 | New |
| Greenleaf Trust | 6,216 | $304.9K | 0.00% | −1,264−16.9% | Reduced |
| Syon Capital LLC | 6,199 | $304.1K | 0.01% | −8,467−57.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,184 | $303.3K | 0.07% | +195+3.3% | Added |
| Nicolet Bankshares Inc | 5,815 | $301.1K | 0.01% | −63−1.1% | Reduced |
| Spinnaker Trust | 6,123 | $300.3K | 0.01% | −632−9.4% | Reduced |
| Nilsine Partners, LLC | 6,086 | $298.5K | 0.02% | −1,068−14.9% | Reduced |
| Cary Street Partners Financial LLC | 6,079 | $298.2K | 0.01% | −182−2.9% | Reduced |
| Trust Asset Management LLC | 6,066 | $297.5K | 0.02% | −252−4.0% | Reduced |
| Purkiss Capital Advisors LLC | 6,030 | $295.8K | 0.11% | −775−11.4% | Reduced |
| 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 |
| nVerses Capital, LLC | 5,998 | $294.2K | 0.45% | +5,998 | New |
| Harbor Investment Advisory, LLC | 5,953 | $292.0K | 0.02% | −1,493−20.1% | Reduced |
| Circle Wealth Management, LLC | 5,934 | $291.1K | 0.00% | −3,915−39.8% | Reduced |
| Tred Avon Family Wealth, LLC | 5,910 | $289.9K | 0.09% | +5,910 | New |
| Arkadios Wealth Advisors | 5,892 | $289.0K | 0.00% | −1,799−23.4% | Reduced |
| Abacus Wealth Partners, LLC | 5,880 | $288.4K | 0.03% | −2,354−28.6% | Reduced |
| Malaga Cove Capital, LLC | 5,858 | $287.3K | 0.09% | −1,303−18.2% | Reduced |
| Employees Retirement System of Texas | 5,815 | $285.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,809 | $284.9K | 0.00% | −6,713−53.6% | Reduced |
| Brookstone Capital Management | 5,807 | $284.8K | 0.00% | −1,932−25.0% | Reduced |
| Flywheel Private Wealth LLC | 5,800 | $284.5K | 0.14% | 00.0% | Unchanged |
| Capital City Trust Co | 5,780 | $283.5K | 0.06% | −4,547−44.0% | Reduced |
| Johnson Investment Counsel Inc | 5,773 | $283.2K | 0.00% | −649−10.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,655 | $282.6K | 0.01% | −4,624−45.0% | Reduced |
| Northland Securities, Inc. | 5,745 | $281.8K | 0.16% | +5,745 | New |
| City State Bank | 5,730 | $281.1K | 0.06% | +270+4.9% | Added |
| Fulcrum Asset Management LLP | 5,737 | $280.1K | 0.03% | −21,329−78.8% | Reduced |
| Kera Capital Partners, Inc. | 5,708 | $280.0K | 0.03% | −627−9.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,682 | $278.7K | 0.00% | −574−9.2% | Reduced |
| Diversified Management Inc | 5,680 | $278.6K | 0.06% | −254−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 5,662 | $278.4K | 0.00% | −470−7.7% | Reduced |
| Roberts Glore & Co Inc | 5,663 | $277.8K | 0.07% | −468−7.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,662 | $277.7K | 0.00% | +467+9.0% | Added |
| Berger Financial Group, Inc | 5,598 | $274.6K | 0.01% | −8,684−60.8% | Reduced |
| SummitTX Capital, L.P. | 5,596 | $274.5K | 0.01% | +5,596 | New |
| Ostrum Asset Management | 5,591 | $274.3K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,574 | $273.4K | 0.00% | +1,517+37.4% | Added |
| Newman Dignan & Sheerar, Inc. | 5,508 | $270.2K | 0.05% | +33+0.6% | Added |
| Cypress Advisory Group LLC | 5,454 | $267.5K | 0.21% | +504+10.2% | Added |
| Baker Avenue Asset Management, LP | 5,411 | $265.4K | 0.01% | −2,277−29.6% | Reduced |
| Wedbush Securities Inc | 5,394 | $265.0K | 0.01% | +293+5.7% | Added |
| Clark Asset Management, LLC | 5,396 | $264.7K | 0.02% | −64−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 5,393 | $264.5K | 0.03% | −12,110−69.2% | Reduced |
| Argent Trust Co | 5,382 | $264.0K | 0.01% | −12,254−69.5% | Reduced |
| Independence Bank of Kentucky | 5,375 | $263.6K | 0.03% | −10,200−65.5% | Reduced |
| US Asset Management LLC | 5,363 | $263.1K | 0.20% | 00.0% | Unchanged |
| Quarry LP | 5,342 | $262.0K | 0.04% | +1,070+25.0% | Added |
| Pallas Capital Advisors LLC | 5,334 | $261.6K | 0.01% | +1,097+25.9% | Added |
| Eaton Financial Holdings Company, LLC | 5,331 | $261.5K | 0.07% | +1,456+37.6% | Added |
| LVM Capital Management Ltd | 5,250 | $258.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,250 | $257.5K | 0.02% | +1,095+26.4% | Added |
| Legacy Trust | 5,247 | $257.4K | 0.05% | −989−15.9% | Reduced |
| Stephenson National Bank & Trust | 5,204 | $255.3K | 0.06% | +1,309+33.6% | Added |
| 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 |
| Smartleaf Asset Management LLC | 5,201 | $254.0K | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 5,153 | $252.8K | 0.01% | −342−6.2% | Reduced |
| Wexford Capital LP | 5,126 | $251.4K | 0.03% | +5,126 | New |
| AE Wealth Management LLC | 5,059 | $248.1K | 0.00% | −4,290−45.9% | Reduced |
| Cigna Investments Inc | 5,048 | $247.0K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,001 | $245.3K | 0.02% | −3,819−43.3% | Reduced |
| Axxion S.A. | 5,000 | $245.3K | 0.02% | +5,000 | New |
| BankPlus Trust Department | 4,988 | $244.7K | 0.06% | −1,232−19.8% | Reduced |
| Burney Co | 4,957 | $243.1K | 0.01% | −9−0.2% | Reduced |