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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 4,929 | $241.8K | 0.00% | +4,929 | New |
| Institute for Wealth Management, LLC. | 4,914 | $241.0K | 0.02% | −205−4.0% | Reduced |
| Smithfield Trust Co | 4,913 | $241.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,887 | $239.7K | 0.00% | −384−7.3% | Reduced |
| Dempze Nancy E | 4,835 | $237.2K | 0.11% | −11,685−70.7% | Reduced |
| Elefante Mark B | 4,823 | $236.6K | 0.10% | −15,793−76.6% | Reduced |
| CX Institutional | 4,779 | $234.0K | 0.01% | +2,593+118.6% | Added |
| Middleton & Co Inc | 4,752 | $233.1K | 0.02% | +79+1.7% | Added |
| Atlas Brown,Inc. | 4,734 | $232.2K | 0.06% | +4,734 | New |
| Eukles Asset Management | 4,713 | $231.2K | 0.10% | −268−5.4% | Reduced |
| Kendall Capital Management | 4,690 | $230.0K | 0.04% | −5,603−54.4% | Reduced |
| Fox Run Management, L.L.C. | 4,676 | $229.4K | 0.04% | +4,676 | New |
| Claret Asset Management Corp | 4,621 | $227.0K | 0.02% | +4,621 | New |
| Ameritas Investment Partners, Inc. | 4,622 | $226.7K | 0.01% | −192−4.0% | Reduced |
| Pinnacle Associates Ltd | 4,593 | $225.3K | 0.00% | −4,761−50.9% | Reduced |
| Certified Advisory Corp | 4,563 | $223.8K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,530 | $222.2K | 0.00% | −534−10.5% | Reduced |
| Great Lakes Advisors, LLC | 4,504 | $220.9K | 0.00% | +4,504 | New |
| Profund Advisors LLC | 4,469 | $219.2K | 0.01% | −163−3.5% | Reduced |
| Agate Pass Investment Management, LLC | 4,457 | $218.6K | 0.08% | −737−14.2% | Reduced |
| Okabena Investment Services Inc | 4,448 | $218.2K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,428 | $217.2K | 0.00% | −3,427−43.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,396 | $215.6K | 0.00% | −1,519−25.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,376 | $214.6K | 0.01% | −802−15.5% | Reduced |
| Essex Financial Services, Inc. | 4,355 | $213.6K | 0.01% | +415+10.5% | Added |
| Central Trust Co | 4,315 | $211.7K | 0.00% | −146−3.3% | Reduced |
| Great Diamond Partners, LLC | 4,301 | $211.0K | 0.04% | −469−9.8% | Reduced |
| South State Corp. | 4,292 | $210.5K | 0.01% | −21,199−83.2% | 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 |
| Gateway Investment Advisers LLC | 4,266 | $209.2K | 0.00% | −3,798−47.1% | Reduced |
| Forbes J M & Co LLP | 4,258 | $208.9K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,251 | $208.5K | 0.00% | −1,019−19.3% | Reduced |
| Resources Investment Advisors, LLC. | 4,229 | $207.4K | 0.00% | −5,723−57.5% | Reduced |
| HBK Sorce Advisory LLC | 3,823 | $206.9K | 0.00% | −2,738−41.7% | Reduced |
| Apollon Wealth Management, LLC | 4,191 | $205.6K | 0.00% | −4,426−51.4% | Reduced |
| Secure Asset Management, LLC | 4,181 | $205.1K | 0.03% | +468+12.6% | Added |
| Chilton Investment Co LLC | 4,149 | $203.5K | 0.00% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,129 | $202.5K | 0.02% | −10.0% | Reduced |
| Independent Financial Group, LLC | 4,125 | $202.3K | 0.00% | −496−10.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,639 | $202.0K | 0.01% | −506−12.2% | Reduced |
| Layline Advisors, LLC | 4,103 | $201.3K | 0.18% | +4,103 | New |
| Perkins Coie Trust Co | 4,100 | $201.1K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,086 | $200.4K | 0.01% | −1,795−30.5% | Reduced |
| Whittier Trust Co | 3,863 | $200.0K | 0.00% | +106+2.8% | Added |
| International Assets Investment Management, LLC | 3,930 | $199.4K | 0.01% | +920+30.6% | Added |
| Soltis Investment Advisors LLC | 4,060 | $199.1K | 0.01% | −1,851−31.3% | Reduced |
| Global X Japan Co., Ltd. | 4,019 | $197.1K | 0.01% | +607+17.8% | Added |
| Silver Oak Securities, Inc | 3,983 | $195.4K | 0.01% | +3,983 | New |
| Wealth Enhancement Trust Services, Inc. | 3,936 | $193.1K | 0.02% | −8,386−68.1% | Reduced |
| Rexford Capital Inc | 3,909 | $191.7K | 0.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,905 | $191.5K | 0.02% | −540−12.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,700 | $181.5K | 0.04% | −10,570−74.1% | Reduced |
| Parkside Financial Bank & Trust | 3,696 | $181.3K | 0.01% | +73+2.0% | Added |
| Westpac Banking Corp | 3,573 | $175.3K | 0.01% | +839+30.7% | Added |
| Alerus Financial NA | 3,546 | $173.9K | 0.01% | +246+7.5% | Added |
| Los Angeles Capital Management LLC | 3,541 | $173.7K | 0.00% | −7,987−69.3% | Reduced |
| FNY Investment Advisers, LLC | 3,500 | $171.0K | 0.06% | +500+16.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,476 | $170.5K | 0.00% | +120+3.6% | Added |
| Citizens National Bank Trust Department | 3,450 | $169.2K | 0.02% | −300−8.0% | Reduced |
| Massmutual Trust Co FSB | 3,416 | $167.6K | 0.00% | −8,777−72.0% | Reduced |
| Citadel Investment Advisory, Inc. | 3,369 | $165.0K | 0.07% | −30−0.9% | Reduced |
| Downshift Financial, LLC | 3,309 | $162.3K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,224 | $158.1K | 0.00% | +1,754+119.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,184 | $157.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,166 | $155.3K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 3,093 | $151.7K | 0.01% | +3,093 | New |
| Pavaki Capital Management LLC | 3,000 | $147.2K | 0.08% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,982 | $146.0K | 0.00% | +1,178+65.3% | Added |
| Duncker Streett & Co Inc | 2,867 | $140.6K | 0.02% | −3,628−55.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,817 | $138.2K | 0.05% | +681+31.9% | Added |
| Sittner & Nelson, LLC | 2,792 | $136.9K | 0.04% | +1,750+167.9% | Added |
| N.E.W. Advisory Services LLC | 2,721 | $133.5K | 0.01% | −1,347−33.1% | Reduced |
| WPG Advisers, LLC | 2,715 | $133.2K | 0.08% | +2,697+14,983.3% | Added |
| St Germain D J Co Inc | 2,683 | $131.6K | 0.00% | −1,376−33.9% | Reduced |
| NBT Bank N A | 2,653 | $130.1K | 0.01% | −475−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,615 | $128.2K | 0.00% | −7,288−73.6% | Reduced |
| TIAA Wealth Investment Management LLC | 2,506 | $122.9K | 0.00% | −114−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,504 | $122.8K | 0.03% | −1,798−41.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,500 | $122.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,457 | $120.5K | 0.00% | −95−3.7% | Reduced |
| Manchester Capital Management LLC | 2,439 | $119.6K | 0.02% | −147−5.7% | Reduced |
| Larson Financial Group LLC | 2,431 | $119.2K | 0.00% | −495−16.9% | Reduced |
| Covestor Ltd | 2,433 | $119.0K | 0.07% | +1,690+227.5% | Added |
| LOM Asset Management Ltd | 2,415 | $118.5K | 0.03% | −1,066−30.6% | Reduced |
| Cape Investment Advisory, Inc. | 2,402 | $117.8K | 0.03% | +2,402 | New |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $116.5K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,333 | $114.4K | 0.00% | −179−7.1% | Reduced |
| Colonial Trust Co | 2,147 | $105.3K | 0.01% | +20+0.9% | Added |
| LRI Investments, LLC | 21,374 | $105.3K | 0.01% | +1,590+8.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,089 | $105.3K | 0.00% | −32−1.5% | Reduced |
| Heritage Wealth Advisors | 2,035 | $99.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,864 | $98.3K | 0.00% | −745−28.6% | Reduced |
| Castleark Management LLC | 2,000 | $98.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,978 | $97.0K | 0.01% | −1,343−40.4% | Reduced |
| Lloyd Advisory Services, LLC. | 1,897 | $93.0K | 0.04% | +1,897 | New |
| Regatta Research & Money Management | 1,883 | $92.4K | 0.09% | +1,883 | New |
| MCF Advisors LLC | 1,854 | $90.9K | 0.00% | −1,596−46.3% | Reduced |
| Private Wealth Asset Management, LLC | 1,823 | $89.4K | 0.01% | +1,495+455.8% | Added |
| Rothschild Investment LLC | 1,810 | $88.8K | 0.00% | −5,538−75.4% | Reduced |