FISERV INC (FISV) — Institutional Holders, Q2 2026 (page 11)
1,157 institutional investment managers reported a FISV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FISV 13F holders ranked 1,001–1,100 of 1,157
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Midwest Capital Advisors#1001 · 244 sh | 244 | $12.0K | <0.01% | 0.0% |
| 1002 | Pinnacle Bancorp#1002 · 243 sh | 243 | $11.9K | — | +20.3% |
| 1003 | Newbridge Financial Services Group#1003 · 240 sh | 240 | $11.8K | — | +33.3% |
| 1004 | Financial Management Professionals#1004 · 229 sh | 229 | $11.2K | — | 0.0% |
| 1005 | E Fund Management (Hong Kong) , Ltd.#1005 · 226 sh | 226 | $11.1K | <0.01% | 0.0% |
| 1006 | Sankala Group#1006 · 211 sh | 211 | $11.1K | <0.01% | 0.0% |
| 1007 | Golden State Wealth Management#1007 · 225 sh | 225 | $11.0K | <0.01% | 0.0% |
| 1008 | BOYD WATTERSON ASSET MANAGEMENT#1008 · 220 sh | 220 | $10.8K | <0.01% | 0.0% |
| 1009 | Kennebec Savings Bank#1009 · 220 sh | 220 | $10.8K | — | 0.0% |
| 1010 | ALLIANZ SE#1010 · 210 sh | 210 | $10.3K | <0.01% | 0.0% |
| 1011 | Joseph Group Capital Management#1011 · 201 sh | 201 | $9.9K | <0.01% | +50.0% |
| 1012 | Aberdeen Wealth Management#1012 · 200 sh | 200 | $9.8K | <0.01% | New |
| 1013 | Commonwealth Retirement Investments#1013 · 200 sh | 200 | $9.8K | — | New |
| 1014 | FOSTER DYKEMA CABOT & PARTNERS#1014 · 200 sh | 200 | $9.8K | <0.01% | 0.0% |
| 1015 | BROADWATER CAPITAL MANAGEMENT#1015 · 200 sh | 200 | $9.8K | <0.01% | 0.0% |
| 1016 | Financial Network Wealth Advisors#1016 · 199 sh | 199 | $9.8K | <0.01% | +1.0% |
| 1017 | MARSHALL INVESTMENT MANAGEMENT#1017 · 193 sh | 193 | $9.5K | <0.01% | +37.9% |
| 1018 | Kemnay Advisory Services#1018 · 191 sh | 191 | $9.4K | <0.01% | -2.6% |
| 1019 | IFG Advisory#1019 · 186 sh | 186 | $9.1K | <0.01% | New |
| 1020 | OGOREK ANTHONY JOSEPH /NY#1020 · 187 sh | 187 | $9.0K | <0.01% | +122.6% |
| 1021 | MV CAPITAL MANAGEMENT#1021 · 183 sh | 183 | $9.0K | <0.01% | -73.2% |
| 1022 | PROSPERITY BANCSHARES#1022 · 183 sh | 183 | $9.0K | <0.01% | +4.6% |
| 1023 | Phillip James Consulting#1023 · 182 sh | 182 | $8.9K | <0.01% | 0.0% |
| 1024 | Main Street Group, LTD#1024 · 181 sh | 181 | $8.9K | <0.01% | 0.0% |
| 1025 | Bogart Wealth#1025 · 180 sh | 180 | $8.9K | <0.01% | +25.9% |
| 1026 | Sachetta#1026 · 180 sh | 180 | $8.8K | <0.01% | -21.1% |
| 1027 | Cromwell#1027 · 178 sh | 178 | $8.7K | <0.01% | -87.9% |
| 1028 | Bruce G. Allen Investments#1028 · 178 sh | 178 | $8.7K | <0.01% | +109.4% |
| 1029 | Kilter Group#1029 · 177 sh | 177 | $8.7K | <0.01% | -16.9% |
| 1030 | VALLEY NATIONAL ADVISERS#1030 · 172 sh | 172 | $8.4K | — | +4.2% |
| 1031 | GABLES CAPITAL MANAGEMENT#1031 · 171 sh | 171 | $8.4K | <0.01% | 0.0% |
| 1032 | RATIONAL ADVISORS#1032 · 156 sh | 156 | $7.7K | <0.01% | -21.2% |
| 1033 | Asset Dedication#1033 · 151 sh | 151 | $7.4K | <0.01% | -59.8% |
| 1034 | Silver Grove Financial Group#1034 · 138 sh | 138 | $6.8K | <0.01% | +16.9% |
| 1035 | High Note Wealth#1035 · 136 sh | 136 | $6.7K | <0.01% | -50.7% |
| 1036 | Hilton Head Capital Partners#1036 · 135 sh | 135 | $6.6K | — | -9.4% |
| 1037 | HOLLENCREST SECURITIES#1037 · 132 sh | 132 | $6.5K | <0.01% | 0.0% |
| 1038 | Miller Global Investments#1038 · 129 sh | 129 | $6.3K | — | 0.0% |
| 1039 | Prestige Wealth Management Group#1039 · 128 sh | 128 | $6.3K | <0.01% | -20.5% |
| 1040 | Darwin Wealth Management#1040 · 125 sh | 125 | $6.2K | <0.01% | -20.4% |
| 1041 | SUMMIT SECURITIES GROUP#1041 · 124 sh | 124 | $6.1K | <0.01% | +40.9% |
| 1042 | RICHARDSON FINANCIAL SERVICES#1042 · 123 sh | 123 | $6.0K | <0.01% | 0.0% |
| 1043 | Oakworth Capital#1043 · 120 sh | 120 | $5.9K | — | 0.0% |
| 1044 | Fedenia Advisers#1044 · 120 sh | 120 | $5.9K | — | New |
| 1045 | Continuum Advisory#1045 · 119 sh | 119 | $5.8K | <0.01% | New |
| 1046 | ACTION POINT FINANCIAL PLANNING#1046 · 119 sh | 119 | $5.8K | <0.01% | New |
| 1047 | Cornerstone Financial Management#1047 · 117 sh | 117 | $5.7K | <0.01% | +178.6% |
| 1048 | CITY HOLDING#1048 · 115 sh | 115 | $5.6K | — | 0.0% |
| 1049 | Medallion Wealth Advisors#1049 · 111 sh | 111 | $5.4K | <0.01% | -64.2% |
| 1050 | CVA Family Office#1050 · 110 sh | 110 | $5.4K | <0.01% | -90.3% |
| 1051 | Signature Resources Capital Management#1051 · 110 sh | 110 | $5.4K | — | 0.0% |
| 1052 | JPL Wealth Management#1052 · 107 sh | 107 | $5.2K | <0.01% | -41.2% |
| 1053 | Capital Analysts#1053 · 90 sh | 90 | $5.0K | <0.01% | -50.5% |
| 1054 | GODSEY & GIBB#1054 · 100 sh | 100 | $4.9K | — | 0.0% |
| 1055 | Kingdom Financial Group#1055 · 99 sh | 99 | $4.9K | <0.01% | New |
| 1056 | Lodestone Wealth Management#1056 · 93 sh | 93 | $4.6K | — | 0.0% |
| 1057 | PFS Partners#1057 · 90 sh | 90 | $4.4K | — | 0.0% |
| 1058 | DELTA ASSET MANAGEMENT#1058 · 90 sh | 90 | $4.4K | <0.01% | 0.0% |
| 1059 | BARRETT & COMPANY#1059 · 90 sh | 90 | $4.4K | — | 0.0% |
| 1060 | Planning Strategies#1060 · 89 sh | 89 | $4.4K | — | — |
| 1061 | True Wealth Design#1061 · 86 sh | 86 | $4.2K | — | -80.2% |
| 1062 | EASTERN BANK#1062 · 82 sh | 82 | $4.0K | — | +583.3% |
| 1063 | Noble Wealth Management PBC#1063 · 80 sh | 80 | $3.9K | — | 0.0% |
| 1064 | ARMSTRONG ADVISORY GROUP#1064 · 79 sh | 79 | $3.9K | — | -59.3% |
| 1065 | WELLINGTON-ALTUS USA#1065 · 65 sh | 65 | $3.6K | <0.01% | New |
| 1066 | Purpose Unlimited#1066 · 73 sh | 73 | $3.6K | <0.01% | +102.8% |
| 1067 | Private Wealth Management Group#1067 · 64 sh | 64 | $3.1K | — | 0.0% |
| 1068 | Beacon Financial Strategies#1068 · 61 sh | 61 | $3.0K | — | 0.0% |
| 1069 | Investment Research & Advisory Group#1069 · 29 sh | 29 | $2.9K | — | New |
| 1070 | MJT & Associates Financial Advisory Group#1070 · 57 sh | 57 | $2.8K | — | 0.0% |
| 1071 | Wilkerson Advisory Group#1071 · 55 sh | 55 | $2.7K | — | -69.6% |
| 1072 | Tidemark#1072 · 52 sh | 52 | $2.6K | <0.01% | -22.4% |
| 1073 | CONSULTIVA WEALTH MANAGEMENT#1073 · 51 sh | 51 | $2.5K | <0.01% | 0.0% |
| 1074 | Steigerwald, Gordon & Koch#1074 · 50 sh | 50 | $2.5K | <0.01% | 0.0% |
| 1075 | Your Advocates Ltd., LLP#1075 · 50 sh | 50 | $2.5K | <0.01% | 0.0% |
| 1076 | Corsicana#1076 · 50 sh | 50 | $2.5K | <0.01% | +61.3% |
| 1077 | Ritter Daniher Financial Advisory / DE#1077 · 50 sh | 50 | $2.5K | <0.01% | New |
| 1078 | Atomic Invest#1078 · 49 sh | 49 | $2.4K | <0.01% | -48.4% |
| 1079 | RAFFA WEALTH MANAGEMENT#1079 · 48 sh | 48 | $2.4K | <0.01% | -38.5% |
| 1080 | Cedar Mountain Advisors#1080 · 46 sh | 46 | $2.3K | — | 0.0% |
| 1081 | Gould Capital#1081 · 46 sh | 46 | $2.3K | <0.01% | -60.3% |
| 1082 | Principia Wealth Advisory#1082 · 46 sh | 46 | $2.3K | <0.01% | +2.2% |
| 1083 | Activest Wealth Management#1083 · 44 sh | 44 | $2.2K | — | -81.7% |
| 1084 | HIGHLINE WEALTH PARTNERS#1084 · 44 sh | 44 | $2.2K | — | -72.0% |
| 1085 | Bullock Wealth Management Group#1085 · 40 sh | 40 | $2.0K | — | New |
| 1086 | ROSS\JOHNSON & Associates#1086 · 41 sh | 41 | $2.0K | 0.03% | 0.0% |
| 1087 | Archer Investment#1087 · 38 sh | 38 | $1.9K | <0.01% | -44.1% |
| 1088 | Allied Private Wealth#1088 · 36 sh | 36 | $1.8K | <0.01% | — |
| 1089 | HOEY INVESTMENTS#1089 · 37 sh | 37 | $1.8K | <0.01% | 0.0% |
| 1090 | BOK Financial Private Wealth#1090 · 36 sh | 36 | $1.8K | <0.01% | New |
| 1091 | Provenance Wealth Advisors#1091 · 36 sh | 36 | $1.8K | <0.01% | New |
| 1092 | Ares Financial Consulting#1092 · 36 sh | 36 | $1.8K | — | 0.0% |
| 1093 | TOMPKINS FINANCIAL#1093 · 35 sh | 35 | $1.7K | — | 0.0% |
| 1094 | COMPASS FINANCIAL MANAGEMENT#1094 · 31 sh | 31 | $1.6K | <0.01% | — |
| 1095 | SJS Investment Consulting#1095 · 30 sh | 30 | $1.5K | — | -86.0% |
| 1096 | Harborfront Financial Group#1096 · 29 sh | 29 | $1.4K | <0.01% | — |
| 1097 | CREATIVE FINANCIAL DESIGNS#1097 · 29 sh | 29 | $1.4K | <0.01% | +107.1% |
| 1098 | Retirement Wealth Solutions#1098 · 28 sh | 28 | $1.4K | — | -26.3% |
| 1099 | GoalVest Advisory#1099 · 28 sh | 28 | $1.4K | — | New |
| 1100 | Quaker Wealth Management#1100 · 27 sh | 27 | $1.3K | — | +145.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.