FISERV INC (FISV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $5.9M | 130,323 | 0.99% | 32q | -6.2%-$386.1K |
| DUDLEY & SHANLEY, INC. | $2.8M | 62,449 | 0.45% | 32q | -43.5%-$2.2M |
| TOTH FINANCIAL ADVISORY CORP | $1.4M | 30,233 | 0.14% | 32q | -45.2%-$1.1M |
| Legacy Private Trust Co. | $1.2M | 27,315 | 0.07% | 32q | -5.1%-$66.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.0M | 22,588 | 0.08% | 27q | +203.3%+$684.0K |
| Farther Finance Advisors, LLC | $865.3K | 19,152 | 0.01% | 16q | +3.5%+$29.1K |
| Cox Capital Mgt LLC | $856.5K | 18,957 | 0.48% | 32q | +158.5%+$525.2K |
| GAMMA Investing LLC | $770.8K | 17,060 | 0.03% | 12q | +32.4%+$188.7K |
| Trinity Financial Advisors LLC | $690.5K | 15,283 | 0.18% | 24q | HELD |
| First Heartland Consultants, Inc. | $663.0K | 14,675 | 0.04% | 3q | +16.7%+$95.0K |
| Central Pacific Bank - Trust Division | $602.0K | 13,325 | 0.06% | 11q | HELD |
| Parrish Capital LLC | $559.2K | 12,377 | 0.54% | 4q | +27.5%+$120.8K |
| TrueWealth Advisors, LLC | $484.6K | 10,726 | 0.11% | 5q | +15.8%+$66.2K |
| Investors Research Corp | $314.5K | 6,962 | 0.06% | 3q | +1165.8%+$289.7K |
| Plan A Wealth LLC | $308.7K | 6,832 | 0.11% | 7q | +4.2%+$12.5K |
| Intelligence Driven Advisers, LLC | $296.1K | 6,553 | 0.05% | 20q | +4.0%+$11.3K |
| Dorato Capital Management | $261.1K | 5,763 | 0.17% | 4q | -8.3%-$23.7K |
| DIVERSIFIED MANAGEMENT INC | $256.6K | 5,680 | 0.04% | 4q | HELD |
| STEPH & CO | $239.4K | 5,299 | 0.06% | 5q | +1.8%+$4.3K |
| Atlas Brown,Inc. | $216.8K | 4,798 | 0.06% | 2q | +1.4%+$2.9K |
| Wealth Enhancement Trust Services, Inc. | $169.9K | 3,761 | 0.02% | 4q | -79.9%-$675.0K |
| MassMutual Private Wealth & Trust, FSB | $90.2K | 1,997 | 0.00% | 32q | -41.5%-$64.1K |
| Versant Capital Management, Inc | $88.0K | 1,948 | 0.01% | 32q | +24.6%+$17.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $68.9K | 1,525 | 0.05% | 4q | +22.6%+$12.7K |
| Paladin Partners, LLC | $67.8K | 1,500 | 0.04% | 2q | HELD |
| CoreCap Advisors, LLC | $55.9K | 1,238 | 0.00% | 9q | +2.0%+$1.1K |
| ELEVATION WEALTH PARTNERS, LLC | $41.0K | 908 | 0.01% | 5q | -3.8%-$1.6K |
| Bank of New Hampshire | $30.9K | 685 | 0.01% | 19q | HELD |
| Sarver Vrooman Wealth Advisors | $29.7K | 658 | 0.02% | 7q | HELD |
| ATWOOD & PALMER INC | $22.6K | 500 | 0.00% | 27q | HELD |
| Hickory Point Bank & Trust | $19.7K | 436 | 0.01% | 3q | HELD |
| Grove Bank & Trust | $17.8K | 393 | 0.00% | 16q | -25.3%-$6.0K |
| Davis Capital Management | $15.2K | 336 | 0.01% | 13q | HELD |
| Byrne Asset Management LLC | $13.6K | 300 | 0.01% | 2q | HELD |
| GK Wealth Management LLC | $8.1K | 179 | 0.00% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $7.0K | 155,812 | 0.05% | 25q | HELD |
| Miller Global Investments, LLC | $5.8K | 129 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $3.9K | 87 | 0.00% | 2q | -2.2% |
| EASTERN BANK | $3.7K | 82 | 0.00% | 9q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $3.6K | 79 | 0.00% | 8q | HELD |
| Retirement Wealth Solutions LLC | $3.1K | 68 | 0.00% | 3q | +142.9%+$1.8K |
| MJT & Associates Financial Advisory Group, Inc. | $2.6K | 57 | 0.00% | 4q | HELD |
| TOMPKINS FINANCIAL CORP | $1.6K | 35 | 0.00% | 12q | HELD |
| Noble Wealth Management PBC | $768 | 17 | 0.00% | 7q | -78.8%-$2.8K |
| Marquette Asset Management, LLC | $543 | 12 | 0.00% | 2q | -25.0% |
| JACOBS & CO/CA | $319 | 7,070 | 0.03% | 22q | -61.1% |
| Olistico Wealth, LLC | $226 | 5 | 0.00% | 4q | HELD |
| CX Institutional | $170 | 3,765 | 0.00% | 16q | -21.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-16 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | FRITZ LANCE M | Director | Bought | 10,000 | $519.5K |
| 2026-06-16 | Rosman Adam L. | Chief Admin. and Legal Officer | Bought | 10,150 | $500.7K |
| 2026-06-17 | Todd Paul M | Chief Financial Officer | Bought | 10,060 | $500.0K |
| 2026-06-16 | Nixon Gordon M. | Director | Bought | 7,500 | $371.8K |
| 2026-06-17 | Mamilli Wafaa | Director | Bought | 2,960 | $149.7K |
| 2026-06-16 | DiSimone Harry | Director | Bought | 2,088 | $101.1K |
| 2026-06-16 | Yarkoni Charlotte | Director | Bought | 2,023 | $100.1K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $20.5M | 453,285 | 1 | 16 | 12 | 0.0% |
| Q2 2026 | 1,162 | $26.1B | 509,438,635 | 96 | 389 | 477 | 4.2% |
| Q1 2026 | 1,262 | $27.2B | 467,189,633 | 109 | 465 | 470 | 4.1% |
| Q4 2025 | 1,401 | $34.1B | 479,932,073 | 156 | 408 | 660 | 5.2% |
| Q3 2025 | 1,735 | $63.6B | 485,006,245 | 149 | 622 | 647 | 1.8% |
| Q2 2025 | 1,852 | $86.1B | 492,507,110 | 164 | 704 | 627 | 1.4% |
| Q1 2025 | 1,947 | $113.5B | 510,510,018 | 148 | 588 | 771 | 0.7% |
| Q4 2024 | 1,906 | $107.0B | 515,536,192 | 169 | 560 | 698 | 0.8% |
| Q3 2024 | 1,730 | $95.1B | 525,142,290 | 150 | 527 | 641 | 0.8% |
| Q2 2024 | 1,675 | $79.5B | 529,221,515 | 117 | 577 | 550 | 0.7% |
| Q1 2024 | 1,660 | $90.4B | 562,911,308 | 148 | 515 | 604 | 0.7% |
| Q4 2023 | 1,602 | $74.5B | 554,624,270 | 115 | 495 | 570 | 1.2% |
| Q3 2023 | 1,495 | $62.5B | 546,751,440 | 101 | 470 | 539 | 1.1% |
| Q2 2023 | 1,487 | $71.2B | 556,936,352 | 124 | 444 | 539 | 1.4% |
| Q1 2023 | 1,443 | $66.4B | 579,240,145 | 112 | 427 | 545 | 1.5% |
| Q4 2022 | 1,442 | $57.6B | 563,656,978 | 131 | 438 | 497 | 1.2% |
| 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 | 511 | 1.1% |
| Q1 2022 | 1,348 | $59.8B | 580,657,861 | 92 | 470 | 487 | 1.5% |
| Q4 2021 | 1,361 | $63.3B | 595,095,223 | 113 | 440 | 477 | 2.5% |
| Q3 2021 | 1,331 | $66.4B | 601,096,339 | 107 | 492 | 406 | 1.8% |
| Q2 2021 | 1,345 | $65.7B | 603,803,799 | 121 | 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% |