FISV · Company research
Fiserv, Inc. Common Stock (FISV): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 1581000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208879 | 10245515 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5815 | 285 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179787 | 8818579 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Axxion S.A. | 2030181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 245250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Decker Retirement Planning Inc. | 1975700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318 | 15598 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12852 | 630391 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1978 | 97021 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2431 | 119241 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1475 | 72349 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113219 | 5553 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12528 | 614498 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185937 | 9120210000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46154 | 2263854 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2951633 | 144777599 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6881 | 337505 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13575 | 665851 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1278678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352316 | 17281 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14652 | 718681 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5375 | 263644 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28128 | 1379679 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 373319 | 18460627 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BECK MACK & OLIVER LLC | 10742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8055 | 395098000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15688 | 769496 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AustralianSuper Pty Ltd | 1694164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98029 | 4808322 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1936501 | 94985374 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 618 | 30313 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20826784 | 1021553755 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SAXON INTERESTS, INC. | 1905867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15169 | 744040 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87671 | 4300263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111971 | 5492177 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ilmarinen Mutual Pension Insurance Co | 1661580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85000 | 4169 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50194946 | 2462062101 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 283 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Gator Capital Management, LLC | 1570284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250235 | 12274027 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6184 | 303325 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141106 | 6921251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20872 | 1023772 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DF DENT & CO INC | 934999 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26251 | 1287612000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1031742 | 50606945 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Haverford Trust Co | 842941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6982 | 342467 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4122929 | 202229668 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Beacon Financial Strategies CORP | 2084239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 2993 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1228242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80340 | 3940677 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Harber Asset Management LLC | 1387921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70454 | 3455768 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4285 | 210179 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 2256000 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 635 | 31145 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7312 | 358654 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243303 | 11934012 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 24525 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Modera Wealth Management, LLC | 1542143 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4251 | 208512 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSSIAM | 1767471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151290 | 7420775 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 902752 | 44279986 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104100 | 5106105 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SPINNAKER TRUST | 1158970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6123 | 300333 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 2796000 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33339 | 1635278 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14800 | 725940 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Dana Investment Advisors, Inc. | 1427514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18109 | 888246 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690 | 33844 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4469 | 219204 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OneDigital Investment Advisors LLC | 1690370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4229 | 207432 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Venator Management LLC | 1838211 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129660 | 6359823 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1889360 | 92673052 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72014 | 3532287 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9095 | 446110 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PayPay Securities Corp | 1908623 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 883 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 740347 | 36151176 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 968190 | 47489720 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9366 | 459402 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169506 | 8314377 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 560694 | 27501678 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5815 | 301101 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TOBAM | 1527488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63645 | 3122 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120014 | 5886687 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KINTRA WEALTH, LLC | 1904432 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3639 | 201971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Taylor Financial Group, Inc. | 2012516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30490 | 1495535 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.