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Who Owns Fiserv Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Fiserv Inc.

Who crossed 5% of FISV →
Managers holding
40
as of 2026-09-30
Reported value
$27.1M
summed across filings
Shares held
600.5K
Added vs trimmed
14 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM155.8K shheld$7M
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM130.3K shtrimmed$5.9M
DUDLEY & SHANLEY, INC.COM62.4K shtrimmed$2.8M
TOTH FINANCIAL ADVISORY CORPCOM30.2K shtrimmed$1.4M
Legacy Private Trust Co.COM27.3K shtrimmed$1.2M
MOODY NATIONAL BANK TRUST DIVISIONCOM22.6K shadded$1M
Farther Finance Advisors, LLCStock19.2K shadded$865.3K
Cox Capital Mgt LLCStock19K shadded$856.5K
GAMMA Investing LLCCommon Stock17.1K shadded$770.8K
Trinity Financial Advisors LLCCOM15.3K shtrimmed$690.5K
First Heartland Consultants, Inc.COM14.7K shadded$663K
Central Pacific Bank - Trust DivisionCOM13.3K shheld$602K
TrueWealth Advisors, LLCCOM10.7K shadded$484.6K
JACOBS & CO/CACOM7.1K shtrimmed$319K
Investors Research CorpCOM7K shadded$314.5K
Plan A Wealth LLCCOM6.8K shadded$308.7K
Intelligence Driven Advisers, LLCCOM6.6K shadded$296.1K
Dorato Capital ManagementCOM5.8K shtrimmed$261.1K
DIVERSIFIED MANAGEMENT INCCOM5.7K shheld$256.6K
STEPH & COCOM5.3K shadded$239.4K
Atlas Brown,Inc.Stock4.8K shadded$216.8K
Wealth Enhancement Trust Services, Inc.COM3.8K shtrimmed$169.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shtrimmed$90.2K
GILPIN WEALTH MANAGEMENT, LLCCOM1.5K shadded$68.9K
Paladin Partners, LLCStock1.5K shheld$67.8K
CoreCap Advisors, LLCStock1.2K shadded$55.9K
ELEVATION WEALTH PARTNERS, LLCCOM908 shtrimmed$41K
Bank of New HampshireCOM685 shheld$30.9K
ATWOOD & PALMER INCCOM500 shheld$22.6K
Grove Bank & TrustCOM393 shtrimmed$17.8K
Davis Capital ManagementStock336 shheld$15.2K
Byrne Asset Management LLCCOM300 shheld$13.6K
GK Wealth Management LLCCOM179 sh—$8.1K
EASTERN BANKCOM82 shheld$3.7K
ARMSTRONG ADVISORY GROUP, INCCOM79 shheld$3.6K
Retirement Wealth Solutions LLCCOM68 shadded$3.1K
MJT & Associates Financial Advisory Group, Inc.Stock57 shheld$2.6K
TOMPKINS FINANCIAL CORPCOM35 shheld$1.6K
Marquette Asset Management, LLCCOM12 shtrimmed$543
Olistico Wealth, LLCStock5 shheld$226

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on FISV

Company overviewEverything on FISV in one place, with the price.SEC filingsWhat FISV's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat FISV's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold FISV, and how big a bet.LobbyingWhat FISV spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on FISV's account, and who they worked for.Federal contractsWhat federal agencies pay FISV.PatentsWhat FISV is filing at the patent office.

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