FISERV INC (FISV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,083
Reporting holders
$24.0B
Reported value
88.3%
Of shares outstanding
4.1%
Held as options
-94
Holder change
Institutions report 469,546,586 shares against 531,766,721 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dodge & Cox | $2.5B | 50,194,946 | 1.29% | 23q | HELD |
| BlackRock, Inc. | $2.1B | 42,399,822 | 0.03% | 8q | +6.4%+$124.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 33,107,969 | 0.03% | 2q | HELD |
| STATE STREET CORP | $1.2B | 23,830,685 | 0.03% | 31q | +0.7%+$7.6M |
| HARRIS ASSOCIATES L P | $1.1B | 22,210,980 | 1.44% | 23q | +12.5%+$121.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 20,826,784 | 0.05% | 2q | -1.7%-$17.5M |
| Capital World Investors | $825.1M | 16,822,013 | 0.10% | 31q | +21.0%+$143.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $760.4M | 15,250,513 | 0.04% | 31q | +16.0%+$104.6M |
| First Eagle Investment Management, LLC | $532.6M | 10,857,773 | 0.89% | 2q | +44.9%+$164.9M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $513.5M | 10,469,503 | 1.50% | 4q | +79.4%+$227.3M |
| FEDERATED HERMES, INC. | $485.9M | 9,906,846 | 0.70% | 31q | +14.4%+$61.2M |
| FMR LLC | $455.2M | 9,279,407 | 0.02% | 31q | +68.6%+$185.1M |
| Invesco Ltd. | $350.7M | 7,149,523 | 0.03% | 31q | +10.1%+$32.2M |
| NORGES BANK | $332.0M | 6,768,394 | 0.03% | 32q | -18.2%-$74.0M |
| MORGAN STANLEY | $318.6M | 6,495,592 | 0.02% | 35q | -18.2%-$70.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312.1M | 1,637,172 | 0.02% | 31q | -11.1%-$39.1M |
| FRANKLIN RESOURCES INC | $271.1M | 5,527,830 | 0.06% | 31q | +2.5%+$6.7M |
| D. E. Shaw & Co., Inc. | $270.1M | 4,483,791 | 0.13% | 21q | -24.1%-$85.8M |
| NORTHERN TRUST CORP | $250.1M | 5,099,029 | 0.03% | 31q | -4.3%-$11.1M |
| Amundi | $202.9M | 4,136,087 | 0.05% | 21q | -31.6%-$93.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $202.1M | 4,119,748 | 0.03% | 31q | +11.2%+$20.3M |
| Sixth Street Partners Management Company, L.P. | $202.1M | 4,119,748 | 0.03% | new | NEW |
| GOLDMAN SACHS GROUP INC | $194.6M | 3,967,022 | 0.02% | 31q | +10.7%+$18.8M |
| JANA Partners Management, LP | $179.6M | 3,662,080 | 9.44% | 3q | -17.4%-$37.9M |
| DEUTSCHE BANK AG\ | $178.3M | 3,635,270 | 0.05% | 34q | -2.4%-$4.3M |
| TURTLE CREEK ASSET MANAGEMENT INC. | $176.6M | 3,601,046 | 6.90% | 4q | +36.2%+$47.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $163.2M | 3,327,302 | 0.03% | 31q | -22.2%-$46.5M |
| Legal & General Group Plc | $161.6M | 3,293,717 | 0.03% | 31q | -7.9%-$13.8M |
| FIL Ltd | $150.8M | 3,074,289 | 0.11% | 31q | +3.6%+$5.2M |
| COOKE & BIELER LP | $145.9M | 2,973,969 | 1.69% | 4q | +18.9%+$23.1M |
| VANGUARD FIDUCIARY TRUST CO | $144.8M | 2,951,633 | 0.03% | 2q | -1.7%-$2.5M |
| ROYAL BANK OF CANADA | $141.0M | 940,110 | 0.02% | 31q | -11.6%-$18.6M |
| PITTENGER & ANDERSON INC | $139.5M | 2,843,099 | 4.99% | 31q | -1.2%-$1.6M |
| BARCLAYS PLC | $138.8M | 1,500,227 | 0.03% | 31q | +6.8%+$8.8M |
| JANE STREET GROUP, LLC | $136.2M | 814,967 | 0.01% | 31q | -37.4%-$81.3M |
| LAZARD ASSET MANAGEMENT LLC | $135.7M | 2,767,483 | 0.21% | 45q | +8.3%+$10.4M |
| CITADEL ADVISORS LLC | $131.4M | 229,987 | 0.02% | 31q | -68.4%-$284.9M |
| Bank of New York Mellon Corp | $123.2M | 2,511,244 | 0.02% | 31q | -8.8%-$11.9M |
| Nuveen, LLC | $122.7M | 2,501,308 | 0.03% | 6q | +17.1%+$17.9M |
| UBS Group AG | $120.0M | 2,435,413 | 0.02% | 31q | -31.9%-$56.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $116.1M | 2,367,088 | 0.05% | 23q | +70.3%+$47.9M |
| DIMENSIONAL FUND ADVISORS LP | $113.7M | 2,319,048 | 0.02% | 31q | -17.7%-$24.4M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $112.9M | 2,302,492 | 1.10% | 31q | -7.8%-$9.5M |
| MAIRS & POWER INC | $112.5M | 2,293,029 | 1.03% | 31q | +6.5%+$6.9M |
| BANK OF AMERICA CORP /DE/ | $108.2M | 2,206,340 | 0.01% | 31q | +3.0%+$3.1M |
| Assenagon Asset Management S.A. | $107.4M | 2,188,814 | 0.07% | 21q | +54.3%+$37.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $96.0M | 2,020,472 | 0.08% | 31q | -11.4%-$12.3M |
| IMC-Chicago, LLC | $88.2M | 258,549 | 0.02% | 19q | +206.1%+$59.4M |
| JPMORGAN CHASE & CO | $80.3M | 1,643,555 | 0.00% | 31q | -21.0%-$21.4M |
| BRANDES INVESTMENT PARTNERS, LP | $79.3M | 1,616,446 | 0.56% | 21q | -16.1%-$15.2M |
| HSBC HOLDINGS PLC | $76.5M | 1,509,098 | 0.03% | 31q | +23.5%+$14.5M |
| Swiss National Bank | $74.0M | 1,508,286 | 0.04% | 31q | -4.4%-$3.4M |
| MARSHALL WACE, LLP | $73.0M | 1,487,668 | 0.06% | 5q | +126.7%+$40.8M |
| PRUDENTIAL FINANCIAL INC | $68.4M | 1,393,496 | 0.07% | 34q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $64.5M | 1,343,275 | 0.02% | 31q | -53.1%-$73.1M |
| Optiver Holding B.V. | $64.5M | 392,317 | 0.02% | 2q | +121.6%+$35.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $63.7M | 1,297,826 | 0.04% | 31q | +7.3%+$4.3M |
| Sumitomo Mitsui Trust Group, Inc. | $59.6M | 1,215,313 | 0.03% | 31q | -1.0%-$595.0K |
| Vanguard Global Advisers, LLC | $59.2M | 1,207,349 | 0.03% | 2q | -5.6%-$3.5M |
| Mondrian Investment Partners LTD | $58.8M | 1,198,040 | 0.91% | 3q | +22.3%+$10.7M |
| BNP PARIBAS FINANCIAL MARKETS | $57.6M | 1,174,891 | 0.02% | 31q | +9.2%+$4.9M |
| RENAISSANCE TECHNOLOGIES LLC | $54.8M | 1,116,727 | 0.08% | 5q | +67.1%+$22.0M |
| National Pension Service | $54.4M | 1,108,247 | 0.04% | 31q | +12.6%+$6.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $51.6M | 1,033,688 | 0.02% | 31q | -5.4%-$2.9M |
| CITIGROUP INC | $51.2M | 1,044,684 | 0.02% | 31q | -8.0%-$4.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $50.6M | 1,031,742 | 0.03% | 2q | +11.7%+$5.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $50.6M | 1,031,528 | 0.22% | new | NEW |
| RHUMBLINE ADVISERS | $50.4M | 1,026,519 | 0.04% | 31q | -1.9%-$986.0K |
| Canoe Financial LP | $49.3M | 1,003,360 | 0.61% | 12q | +111.0%+$25.9M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $47.9M | 976,031 | 2.10% | 31q | +18.9%+$7.6M |
| Patient Capital Management, LLC | $46.8M | 953,637 | 1.53% | 3q | -1.5%-$714.0K |
| SUMMITRY LLC | $46.5M | 947,856 | 1.53% | 31q | HELD |
| California Public Employees Retirement System | $44.3M | 902,752 | 0.02% | 31q | -2.7%-$1.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $44.1M | 898,102 | 0.02% | 31q | +7.4%+$3.0M |
| Vulcan Value Partners, LLC | $43.8M | 893,965 | 1.33% | 4q | -18.3%-$9.8M |
| ALLIANCEBERNSTEIN L.P. | $42.0M | 753,537 | 0.01% | 31q | -10.0%-$4.7M |
| LPL Financial LLC | $40.2M | 815,415 | 0.01% | 31q | +4.4%+$1.7M |
| GROUP ONE TRADING LLC | $39.4M | 84,258 | 0.06% | 31q | -22.6%-$11.5M |
| RAYMOND JAMES FINANCIAL INC | $35.4M | 720,882 | 0.01% | 7q | -3.7%-$1.4M |
| Erste Asset Management GmbH | $32.2M | 660,000 | 0.25% | 31q | +10164.4%+$31.9M |
| PRINCIPAL FINANCIAL GROUP INC | $31.4M | 639,335 | 0.02% | 31q | HELD |
| Point72 Asset Management, L.P. | $31.2M | options only | 0.03% | 5q | OPTIONS |
| SIMPLEX TRADING, LLC | $31.0M | 65,339 | 0.02% | 22q | HELD |
| Allianz Asset Management GmbH | $30.8M | 623,743 | 0.03% | 40q | +2337.6%+$29.5M |
| Birch Hill Investment Advisors LLC | $30.6M | 623,289 | 1.24% | 31q | +17.8%+$4.6M |
| OFI INVEST ASSET MANAGEMENT | $30.2M | 703,586 | 0.30% | 9q | HELD |
| BANK OF MONTREAL /CAN/ | $29.3M | 590,261 | 0.01% | 31q | +14.8%+$3.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $28.8M | 586,466 | 0.03% | 31q | -1.2%-$361.9K |
| FORA Capital, LLC | $28.1M | 573,594 | 1.93% | 6q | +51.8%+$9.6M |
| WELLS FARGO & COMPANY/MN | $27.9M | 569,398 | 0.00% | 31q | -43.2%-$21.2M |
| FIRST TRUST ADVISORS LP | $27.5M | 560,694 | 0.02% | 31q | +187.2%+$17.9M |
| Prana Capital Management, LP | $27.2M | 555,228 | 0.83% | 3q | -1.5%-$403.5K |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $27.0M | 551,200 | 1.12% | 4q | +78.0%+$11.9M |
| SEI INVESTMENTS CO | $26.8M | 546,809 | 0.02% | 31q | -26.1%-$9.5M |
| ARIEL INVESTMENTS, LLC | $26.7M | 545,115 | 0.27% | 18q | +26.0%+$5.5M |
| Quaker Capital Investments, LLC | $26.5M | 540,104 | 7.24% | 3q | +28.0%+$5.8M |
| Davis Selected Advisers | $26.5M | 539,839 | 0.11% | 3q | -8.3%-$2.4M |
| TUDOR INVESTMENT CORP ET AL | $25.5M | options only | 0.04% | 7q | OPTIONS |
| Invenomic Capital Management LP | $25.5M | 520,236 | 1.52% | 3q | -16.8%-$5.1M |
| ENVESTNET ASSET MANAGEMENT INC | $25.5M | 520,022 | 0.01% | 31q | +70.4%+$10.5M |
Showing the largest 100 of 1,154 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,083 | $24.0B | 469,546,586 | 89 | 359 | 449 | 4.1% |
| Q1 2026 | 1,177 | $26.5B | 455,648,470 | 107 | 434 | 437 | 4.2% |
| Q4 2025 | 1,302 | $33.0B | 465,284,370 | 151 | 375 | 614 | 5.4% |
| Q3 2025 | 1,614 | $61.8B | 471,607,967 | 134 | 581 | 600 | 1.7% |
| Q2 2025 | 1,722 | $80.2B | 458,459,786 | 155 | 654 | 573 | 1.5% |
| Q1 2025 | 1,807 | $103.1B | 463,654,678 | 141 | 538 | 712 | 0.8% |
| Q4 2024 | 1,758 | $96.2B | 463,125,838 | 153 | 513 | 639 | 0.9% |
| Q3 2024 | 1,584 | $85.5B | 472,012,454 | 138 | 488 | 584 | 0.8% |
| Q2 2024 | 1,528 | $71.0B | 472,886,596 | 106 | 527 | 495 | 0.7% |
| Q1 2024 | 1,508 | $80.1B | 498,502,648 | 140 | 458 | 551 | 0.8% |
| Q4 2023 | 1,435 | $65.6B | 488,112,512 | 106 | 451 | 495 | 1.3% |
| Q3 2023 | 1,325 | $54.4B | 475,903,687 | 85 | 415 | 476 | 1.2% |
| Q2 2023 | 1,306 | $61.5B | 480,461,761 | 110 | 380 | 479 | 1.6% |
| Q1 2023 | 1,240 | $56.1B | 490,071,072 | 98 | 373 | 462 | 1.4% |
| Q4 2022 | 1,140 | $45.6B | 446,718,558 | 115 | 353 | 387 | 1.1% |
| Q3 2022 | 1,352 | $54.5B | 572,679,539 | 117 | 495 | 417 | 1.5% |
| Q2 2022 | 1,326 | $51.5B | 572,898,395 | 102 | 424 | 510 | 1.1% |
| Q1 2022 | 1,347 | $87.1B | 580,652,861 | 92 | 469 | 487 | 32.4% |
| Q4 2021 | 1,361 | $63.3B | 595,095,223 | 113 | 440 | 476 | 2.5% |
| Q3 2021 | 1,330 | $66.4B | 601,092,339 | 107 | 492 | 406 | 1.8% |
| Q2 2021 | 1,344 | $65.7B | 603,799,799 | 120 | 535 | 397 | 1.7% |
| Q1 2021 | 1,339 | $74.8B | 619,059,974 | 134 | 543 | 406 | 1.5% |
| Q4 2020 | 1,298 | $72.2B | 611,881,392 | 129 | 503 | 360 | 2.7% |
| Q3 2020 | 1,201 | $66.2B | 621,645,441 | 114 | 381 | 469 | 3.2% |
| Q2 2020 | 1,216 | $61.9B | 621,018,561 | 131 | 388 | 431 | 2.2% |
| Q1 2020 | 1,173 | $60.6B | 633,528,723 | 102 | 380 | 481 | 0.6% |
| Q4 2019 | 1,230 | $74.1B | 638,045,635 | 100 | 362 | 460 | 0.5% |
| Q3 2019 | 1,135 | $66.7B | 639,782,899 | 184 | 501 | 266 | 0.7% |
| Q2 2019 | 1,002 | $39.1B | 420,190,272 | 83 | 306 | 371 | 2.1% |
| Q1 2019 | 992 | $35.9B | 404,840,269 | 136 | 295 | 363 | 0.5% |
| Q4 2018 | 911 | $26.3B | 357,018,110 | 9 | 12 | 16 | 0.2% |