# FISERV INC (FISV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FISV/

- Reporting holders: 45
- Reported value: $20.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $5.9M | 130,323 | 1.0% | 32 |
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $2.8M | 62,449 | 0.4% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.4M | 30,233 | 0.1% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.2M | 27,315 | 0.1% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.0M | 22,588 | 0.1% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $865.3K | 19,152 | 0.0% | 16 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $856.5K | 18,957 | 0.5% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $770.8K | 17,060 | 0.0% | 12 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $690.5K | 15,283 | 0.2% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $663.0K | 14,675 | 0.0% | 3 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $602.0K | 13,325 | 0.1% | 11 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $559.2K | 12,377 | 0.5% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $484.6K | 10,726 | 0.1% | 5 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $314.5K | 6,962 | 0.1% | 3 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $308.7K | 6,832 | 0.1% | 7 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $296.1K | 6,553 | 0.1% | 20 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $261.1K | 5,763 | 0.2% | 4 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $256.6K | 5,680 | 0.0% | 4 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $239.4K | 5,299 | 0.1% | 5 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $216.8K | 4,798 | 0.1% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $169.9K | 3,761 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $90.2K | 1,997 | 0.0% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $88.0K | 1,948 | 0.0% | 32 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $68.9K | 1,525 | 0.0% | 4 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $67.8K | 1,500 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $20.5M |
| Q2 2026 | 1,162 | $26.1B |
| Q1 2026 | 1,262 | $27.2B |
| Q4 2025 | 1,401 | $34.1B |
| Q3 2025 | 1,735 | $63.6B |
| Q2 2025 | 1,852 | $86.1B |
| Q1 2025 | 1,947 | $113.5B |
| Q4 2024 | 1,906 | $107.0B |
| Q3 2024 | 1,730 | $95.1B |
| Q2 2024 | 1,675 | $79.5B |
| Q1 2024 | 1,660 | $90.4B |
| Q4 2023 | 1,602 | $74.5B |