FISERV INC (FISV) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,157
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | MOODY NATIONAL BANK DIVISION#701 · 7,448 sh | 7,448 | $365.3K | — | +16.4% |
| 702 | Parkside Financial Bank#702 · 7,392 sh | 7,392 | $362.6K | — | +104.0% |
| 703 | Cox Capital Mgt#703 · 7,333 sh | 7,333 | $359.7K | — | -61.5% |
| 704 | PERSONAL CFO SOLUTIONS#704 · 7,312 sh | 7,312 | $358.7K | 0.05% | +22.9% |
| 705 | LS Investment Advisors#705 · 7,249 sh | 7,249 | $355.6K | — | -13.2% |
| 706 | Savvy Advisors#706 · 7,091 sh | 7,091 | $347.8K | <0.01% | +3.8% |
| 707 | OF VERMONT#707 · 7,060 sh | 7,060 | $346.3K | — | — |
| 708 | Moors & Cabot#708 · 6,989 sh | 6,989 | $342.8K | 0.01% | -9.9% |
| 709 | Haverford#709 · 6,982 sh | 6,982 | $342.5K | <0.01% | 0.0% |
| 710 | IHT Wealth Management#710 · 6,881 sh | 6,881 | $337.5K | <0.01% | -10.1% |
| 711 | Kovitz Investment Group Partners#711 · 6,873 sh | 6,873 | $337.2K | <0.01% | -0.3% |
| 712 | Advyzon Investment Management#712 · 6,752 sh | 6,752 | $331.2K | 0.02% | +15.1% |
| 713 | SIGNATUREFD#713 · 6,729 sh | 6,729 | $330.0K | — | -30.6% |
| 714 | Dynasty Wealth Management#714 · 6,712 sh | 6,712 | $329.2K | <0.01% | New |
| 715 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#715 · 6,711 sh | 6,711 | $329.2K | — | -5.6% |
| 716 | UMB Bank, n.a.#716 · 6,648 sh | 6,648 | $326.1K | <0.01% | +15.6% |
| 717 | TOWNSQUARE CAPITAL#717 · 6,641 sh | 6,641 | $325.7K | 0.06% | +3.7% |
| 718 | CoreFirst Bank#718 · 6,625 sh | 6,625 | $325.0K | 0.16% | +6.9% |
| 719 | Keeler Thomas Management#719 · 6,612 sh | 6,612 | $324.3K | 0.12% | +25.1% |
| 720 | Cheviot Value Management#720 · 6,573 sh | 6,573 | $322.4K | 0.03% | -2.0% |
| 721 | Plan A Wealth#721 · 6,555 sh | 6,555 | $321.5K | — | +14.5% |
| 722 | Johnson Financial Group#722 · 6,467 sh | 6,467 | $317.2K | 0.01% | -25.6% |
| 723 | Dorato Capital Management#723 · 6,285 sh | 6,285 | $317.1K | — | -3.0% |
| 724 | Spartan Wealth Advisory Services#724 · 6,459 sh | 6,459 | $316.8K | 0.03% | -17.0% |
| 725 | LANDAAS & /WI#725 · 6,459 sh | 6,459 | $316.8K | 0.06% | -8.9% |
| 726 | Prime Capital Investment Advisors#726 · 6,441 sh | 6,441 | $315.9K | — | -16.5% |
| 727 | Cito Capital Group#727 · 6,400 sh | 6,400 | $314.0K | 0.09% | -61.0% |
| 728 | Frec Markets#728 · 6,393 sh | 6,393 | $313.6K | 0.03% | -12.6% |
| 729 | Oslo Pensjonsforsikring AS#729 · 6,377 sh | 6,377 | $312.8K | — | 0.0% |
| 730 | FIRST HORIZON NATIONAL#730 · 6,340 sh | 6,340 | $311.0K | — | -5.3% |
| 731 | Hara Capital#731 · 6,305 sh | 6,305 | $309.3K | 0.16% | +108.8% |
| 732 | Intelligence Driven Advisers#732 · 6,303 sh | 6,303 | $309.2K | — | -17.9% |
| 733 | UHLMANN PRICE SECURITIES#733 · 6,270 sh | 6,270 | $307.5K | 0.01% | New |
| 734 | Peak Asset Management#734 · 6,270 sh | 6,270 | $307.5K | 0.05% | New |
| 735 | COZAD ASSET MANAGEMENT#735 · 6,268 sh | 6,268 | $307.4K | 0.02% | 0.0% |
| 736 | Tyche Wealth Partners#736 · 6,250 sh | 6,250 | $306.6K | 0.04% | New |
| 737 | GREENLEAF#737 · 6,216 sh | 6,216 | $304.9K | <0.01% | -16.9% |
| 738 | SYON CAPITAL#738 · 6,199 sh | 6,199 | $304.1K | 0.01% | -57.7% |
| 739 | Legacy Wealth Asset Management#739 · 6,184 sh | 6,184 | $303.3K | — | +3.3% |
| 740 | NICOLET BANKSHARES#740 · 5,815 sh | 5,815 | $301.1K | <0.01% | -1.1% |
| 741 | SPINNAKER#741 · 6,123 sh | 6,123 | $300.3K | 0.01% | -9.4% |
| 742 | Nilsine Partners#742 · 6,086 sh | 6,086 | $298.5K | 0.02% | -14.9% |
| 743 | CARY STREET PARTNERS FINANCIAL#743 · 6,079 sh | 6,079 | $298.2K | <0.01% | -2.9% |
| 744 | Asset Management#744 · 6,066 sh | 6,066 | $297.5K | 0.02% | -4.0% |
| 745 | Purkiss Capital Advisors#745 · 6,030 sh | 6,030 | $295.8K | 0.11% | -11.4% |
| 746 | Capital Investment Counsel#746 · 6,000 sh | 6,000 | $294.3K | — | +9.1% |
| 747 | WESBANCO BANK#747 · 6,000 sh | 6,000 | $294.3K | <0.01% | -10.0% |
| 748 | nVerses Capital#748 · 5,998 sh | 5,998 | $294.2K | 0.45% | New |
| 749 | HARBOR INVESTMENT ADVISORY#749 · 5,953 sh | 5,953 | $292.0K | — | -20.1% |
| 750 | Circle Wealth Management#750 · 5,934 sh | 5,934 | $291.1K | <0.01% | -39.8% |
| 751 | TRED AVON FAMILY WEALTH#751 · 5,910 sh | 5,910 | $289.9K | — | New |
| 752 | Arkadios Wealth Advisors#752 · 5,892 sh | 5,892 | $289.0K | <0.01% | -23.4% |
| 753 | Abacus Wealth Partners#753 · 5,880 sh | 5,880 | $288.4K | 0.03% | -28.6% |
| 754 | Malaga Cove Capital#754 · 5,858 sh | 5,858 | $287.3K | — | -18.2% |
| 755 | Employees Retirement System of Texas#755 · 5,815 sh | 5,815 | $285.0K | <0.01% | 0.0% |
| 756 | Allworth Financial#756 · 5,809 sh | 5,809 | $284.9K | <0.01% | -53.6% |
| 757 | Brookstone Capital Management#757 · 5,807 sh | 5,807 | $284.8K | — | -25.0% |
| 758 | FLYWHEEL PRIVATE WEALTH#758 · 5,800 sh | 5,800 | $284.5K | 0.14% | 0.0% |
| 759 | CAPITAL CITY#759 · 5,780 sh | 5,780 | $283.5K | — | -44.0% |
| 760 | JOHNSON INVESTMENT COUNSEL#760 · 5,773 sh | 5,773 | $283.2K | <0.01% | -10.1% |
| 761 | Chicago Partners Investment Group#761 · 5,655 sh | 5,655 | $282.6K | — | -45.0% |
| 762 | NORTHLAND SECURITIES#762 · 5,745 sh | 5,745 | $281.8K | 0.16% | New |
| 763 | City State Bank#763 · 5,730 sh | 5,730 | $281.1K | — | +4.9% |
| 764 | Fulcrum Asset Management LLP#764 · 5,737 sh | 5,737 | $280.1K | 0.03% | -78.8% |
| 765 | Kera Capital Partners#765 · 5,708 sh | 5,708 | $280.0K | 0.03% | -9.9% |
| 766 | Stratos Wealth Partners, LTD.#766 · 5,682 sh | 5,682 | $278.7K | <0.01% | -9.2% |
| 767 | DIVERSIFIED MANAGEMENT#767 · 5,680 sh | 5,680 | $278.6K | — | -4.3% |
| 768 | Beacon Pointe Advisors#768 · 5,662 sh | 5,662 | $278.4K | <0.01% | -7.7% |
| 769 | ROBERTS GLORE#769 · 5,663 sh | 5,663 | $277.8K | 0.07% | -7.6% |
| 770 | Envestnet Portfolio Solutions#770 · 5,662 sh | 5,662 | $277.7K | <0.01% | +9.0% |
| 771 | Berger Financial Group#771 · 5,598 sh | 5,598 | $274.6K | 0.01% | -60.8% |
| 772 | SummitTX Capital, L.P.#772 · 5,596 sh | 5,596 | $274.5K | <0.01% | New |
| 773 | OSTRUM ASSET MANAGEMENT#773 · 5,591 sh | 5,591 | $274.3K | 0.01% | 0.0% |
| 774 | SAGESPRING WEALTH PARTNERS#774 · 5,574 sh | 5,574 | $273.4K | — | +37.4% |
| 775 | Newman Dignan & Sheerar#775 · 5,508 sh | 5,508 | $270.2K | — | +0.6% |
| 776 | Sierra Legacy Group#776 · 5,454 sh | 5,454 | $267.5K | 0.21% | +10.2% |
| 777 | Baker Avenue Asset Management#777 · 5,411 sh | 5,411 | $265.4K | <0.01% | -29.6% |
| 778 | WEDBUSH SECURITIES#778 · 5,394 sh | 5,394 | $265.0K | — | +5.7% |
| 779 | Clark Asset Management#779 · 5,396 sh | 5,396 | $264.7K | — | -1.2% |
| 780 | PATTON ALBERTSON MILLER GROUP#780 · 5,393 sh | 5,393 | $264.5K | — | -69.2% |
| 781 | Argent#781 · 5,382 sh | 5,382 | $264.0K | <0.01% | -69.5% |
| 782 | Independence Bank of Kentucky#782 · 5,375 sh | 5,375 | $263.6K | — | -65.5% |
| 783 | US Asset Management#783 · 5,363 sh | 5,363 | $263.1K | 0.20% | 0.0% |
| 784 | Quarry#784 · 5,342 sh | 5,342 | $262.0K | 0.02% | +25.0% |
| 785 | Pallas Capital Advisors#785 · 5,334 sh | 5,334 | $261.6K | <0.01% | +25.9% |
| 786 | Eaton Financial Company#786 · 5,331 sh | 5,331 | $261.5K | 0.07% | +37.6% |
| 787 | LVM CAPITAL MANAGEMENT LTD#787 · 5,250 sh | 5,250 | $258.0K | — | 0.0% |
| 788 | Stonebridge Capital Advisors#788 · 5,250 sh | 5,250 | $257.5K | 0.02% | +26.4% |
| 789 | Legacy#789 · 5,247 sh | 5,247 | $257.4K | 0.05% | -15.9% |
| 790 | STEPHENSON NATIONAL BANK#790 · 5,204 sh | 5,204 | $255.3K | — | +33.6% |
| 791 | AXXCESS WEALTH MANAGEMENT#791 · 5,200 sh | 5,200 | $255.1K | — | New |
| 792 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#792 · 5,200 sh | 5,200 | $255.1K | 0.10% | 0.0% |
| 793 | Smartleaf Asset Management#793 · 5,201 sh | 5,201 | $254.0K | <0.01% | 0.0% |
| 794 | Boston Common Asset Management#794 · 5,153 sh | 5,153 | $252.8K | — | -6.2% |
| 795 | WEXFORD CAPITAL#795 · 5,126 sh | 5,126 | $251.4K | 0.03% | New |
| 796 | AE Wealth Management#796 · 5,059 sh | 5,059 | $248.1K | <0.01% | -45.9% |
| 797 | CIGNA INVESTMENTS#797 · 5,048 sh | 5,048 | $247.0K | — | 0.0% |
| 798 | Legacy Advisors#798 · 5,001 sh | 5,001 | $245.3K | — | -43.3% |
| 799 | Axxion S.A.#799 · 5,000 sh | 5,000 | $245.3K | — | — |
| 800 | BankPlus Department#800 · 4,988 sh | 4,988 | $244.7K | 0.06% | -19.8% |
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.