FISERV INC (FISV) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,157
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | BURNEY#801 · 4,957 sh | 4,957 | $243.1K | — | -0.2% |
| 802 | J.W. COLE ADVISORS#802 · 4,929 sh | 4,929 | $241.8K | <0.01% | New |
| 803 | Institute for Wealth Management#803 · 4,914 sh | 4,914 | $241.0K | 0.02% | -4.0% |
| 804 | Smithfield#804 · 4,913 sh | 4,913 | $241.0K | <0.01% | 0.0% |
| 805 | MONETA GROUP INVESTMENT ADVISORS#805 · 4,887 sh | 4,887 | $239.7K | <0.01% | -7.3% |
| 806 | Dempze Nancy E#806 · 4,835 sh | 4,835 | $237.2K | 0.11% | -70.7% |
| 807 | Elefante Mark B#807 · 4,823 sh | 4,823 | $236.6K | 0.10% | -76.6% |
| 808 | CX Institutional#808 · 4,779 sh | 4,779 | $234.0K | — | +118.6% |
| 809 | MIDDLETON#809 · 4,752 sh | 4,752 | $233.1K | — | +1.7% |
| 810 | Atlas Brown#810 · 4,734 sh | 4,734 | $232.2K | — | New |
| 811 | Eukles Asset Management#811 · 4,713 sh | 4,713 | $231.2K | 0.10% | -5.4% |
| 812 | Kendall Capital Management#812 · 4,690 sh | 4,690 | $230.0K | — | -54.4% |
| 813 | FOX RUN MANAGEMENT, L.L.C.#813 · 4,676 sh | 4,676 | $229.4K | 0.04% | New |
| 814 | Claret Asset Management#814 · 4,621 sh | 4,621 | $227.0K | 0.02% | New |
| 815 | Ameritas Investment Partners#815 · 4,622 sh | 4,622 | $226.7K | <0.01% | -4.0% |
| 816 | PINNACLE ASSOCIATES LTD#816 · 4,593 sh | 4,593 | $225.3K | — | -50.9% |
| 817 | Certified Advisory#817 · 4,563 sh | 4,563 | $223.8K | 0.02% | 0.0% |
| 818 | DAVENPORT#818 · 4,530 sh | 4,530 | $222.2K | — | -10.5% |
| 819 | GREAT LAKES ADVISORS#819 · 4,504 sh | 4,504 | $220.9K | <0.01% | New |
| 820 | PROFUND ADVISORS#820 · 4,469 sh | 4,469 | $219.2K | <0.01% | -3.5% |
| 821 | Agate Pass Investment Management#821 · 4,457 sh | 4,457 | $218.6K | — | -14.2% |
| 822 | OKABENA INVESTMENT SERVICES#822 · 4,448 sh | 4,448 | $218.2K | 0.04% | 0.0% |
| 823 | CAPSTONE INVESTMENT ADVISORS#823 · 4,428 sh | 4,428 | $217.2K | <0.01% | -43.6% |
| 824 | Mount Yale Investment Advisors#824 · 4,396 sh | 4,396 | $215.6K | <0.01% | -25.7% |
| 825 | Fifth Third Wealth Advisors#825 · 4,376 sh | 4,376 | $214.6K | — | -15.5% |
| 826 | Essex Financial Services#826 · 4,355 sh | 4,355 | $213.6K | 0.01% | +10.5% |
| 827 | CENTRAL#827 · 4,315 sh | 4,315 | $211.7K | <0.01% | -3.3% |
| 828 | Great Diamond Partners#828 · 4,301 sh | 4,301 | $211.0K | — | -9.8% |
| 829 | SouthState Bank#829 · 4,292 sh | 4,292 | $210.5K | <0.01% | -83.2% |
| 830 | PRELUDE CAPITAL MANAGEMENT#830 · 4,285 sh | 4,285 | $210.2K | 0.02% | -64.3% |
| 831 | Vanguard National#831 · 4,285 sh | 4,285 | $210.2K | 0.01% | +59.9% |
| 832 | GATEWAY INVESTMENT ADVISERS#832 · 4,266 sh | 4,266 | $209.2K | — | -47.1% |
| 833 | FORBES J M & LLP#833 · 4,258 sh | 4,258 | $208.9K | — | 0.0% |
| 834 | Modera Wealth Management#834 · 4,251 sh | 4,251 | $208.5K | <0.01% | -19.3% |
| 835 | OneDigital Investment Advisors#835 · 4,229 sh | 4,229 | $207.4K | <0.01% | -57.5% |
| 836 | HBK Sorce Advisory#836 · 3,823 sh | 3,823 | $206.9K | <0.01% | -41.7% |
| 837 | Apollon Wealth Management#837 · 4,191 sh | 4,191 | $205.6K | — | -51.4% |
| 838 | Secure Asset Management#838 · 4,181 sh | 4,181 | $205.1K | — | +12.6% |
| 839 | CHILTON INVESTMENT#839 · 4,149 sh | 4,149 | $203.5K | <0.01% | 0.0% |
| 840 | Sargent Investment Group#840 · 4,129 sh | 4,129 | $202.5K | 0.02% | 0.0% |
| 841 | INDEPENDENT FINANCIAL GROUP#841 · 4,125 sh | 4,125 | $202.3K | — | +3.1% |
| 842 | Evergreen Wealth Solutions#842 · 3,639 sh | 3,639 | $202.0K | 0.01% | -12.2% |
| 843 | Layline Advisors#843 · 4,103 sh | 4,103 | $201.3K | 0.18% | New |
| 844 | Perkins Coie#844 · 4,100 sh | 4,100 | $201.1K | — | 0.0% |
| 845 | LEVEL FOUR ADVISORY SERVICES#845 · 4,086 sh | 4,086 | $200.4K | <0.01% | -30.5% |
| 846 | WHITTIER#846 · 3,863 sh | 3,863 | $200.0K | <0.01% | +2.8% |
| 847 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#847 · 3,930 sh | 3,930 | $199.4K | 0.01% | +30.6% |
| 848 | Soltis Investment Advisors#848 · 4,060 sh | 4,060 | $199.1K | 0.01% | -31.3% |
| 849 | Global X Japan , Ltd.#849 · 4,019 sh | 4,019 | $197.1K | — | +17.8% |
| 850 | SILVER OAK SECURITIES#850 · 3,983 sh | 3,983 | $195.4K | 0.01% | New |
| 851 | Wealth Enhancement Services#851 · 3,936 sh | 3,936 | $193.1K | — | -68.1% |
| 852 | REXFORD CAPITAL#852 · 3,909 sh | 3,909 | $191.7K | 0.12% | 0.0% |
| 853 | Caldwell#853 · 3,905 sh | 3,905 | $191.5K | 0.02% | -12.1% |
| 854 | Atlantic Edge Private Wealth Management#854 · 3,700 sh | 3,700 | $181.5K | — | -74.1% |
| 855 | WESTPAC BANKING#855 · 3,573 sh | 3,573 | $175.3K | 0.01% | +30.7% |
| 856 | ALERUS FINANCIAL NA#856 · 3,546 sh | 3,546 | $173.9K | <0.01% | +7.5% |
| 857 | LOS ANGELES CAPITAL MANAGEMENT#857 · 3,541 sh | 3,541 | $173.7K | <0.01% | -69.3% |
| 858 | FNY Investment Advisers#858 · 3,500 sh | 3,500 | $171.0K | — | +16.7% |
| 859 | BARTLETT & WEALTH MANAGEMENT#859 · 3,476 sh | 3,476 | $170.5K | <0.01% | +3.6% |
| 860 | Citizens National Bank Department#860 · 3,450 sh | 3,450 | $169.2K | 0.02% | -8.0% |
| 861 | MassMutual Private Wealth & , FSB#861 · 3,416 sh | 3,416 | $167.6K | — | -72.0% |
| 862 | Citadel Investment Advisory#862 · 3,369 sh | 3,369 | $165.0K | — | -0.9% |
| 863 | Downshift Financial#863 · 3,309 sh | 3,309 | $162.3K | — | 0.0% |
| 864 | MATHER GROUP#864 · 3,224 sh | 3,224 | $158.1K | — | +119.3% |
| 865 | HAZLETT, BURT & WATSON#865 · 3,184 sh | 3,184 | $157.0K | 0.04% | 0.0% |
| 866 | Clearstead#866 · 3,166 sh | 3,166 | $155.3K | 0.02% | 0.0% |
| 867 | SWISS RE LTD#867 · 3,093 sh | 3,093 | $151.7K | 0.01% | New |
| 868 | Pavaki Capital Management#868 · 3,000 sh | 3,000 | $147.2K | — | 0.0% |
| 869 | Close Asset Management Ltd#869 · 2,982 sh | 2,982 | $146.0K | <0.01% | +65.3% |
| 870 | DUNCKER STREETT#870 · 2,867 sh | 2,867 | $140.6K | 0.02% | -55.9% |
| 871 | Deseret Mutual Benefit Administrators#871 · 2,817 sh | 2,817 | $138.2K | 0.05% | +31.9% |
| 872 | SITTNER & NELSON#872 · 2,792 sh | 2,792 | $136.9K | 0.04% | +167.9% |
| 873 | N.E.W. Advisory Services#873 · 2,721 sh | 2,721 | $133.5K | <0.01% | -33.1% |
| 874 | WPG Advisers#874 · 2,715 sh | 2,715 | $133.2K | 0.08% | New |
| 875 | ST GERMAIN D J#875 · 2,683 sh | 2,683 | $131.6K | <0.01% | -33.9% |
| 876 | NBT BANK N A#876 · 2,653 sh | 2,653 | $130.1K | — | -15.2% |
| 877 | EverSource Wealth Advisors#877 · 2,615 sh | 2,615 | $128.2K | <0.01% | -87.4% |
| 878 | TIAA Wealth Investment Management#878 · 2,506 sh | 2,506 | $122.9K | <0.01% | -4.4% |
| 879 | BROWN, LISLE/CUMMINGS#879 · 2,504 sh | 2,504 | $122.8K | — | -41.8% |
| 880 | EDMOND DE ROTHSCHILD HOLDING S.A.#880 · 2,500 sh | 2,500 | $122.6K | <0.01% | 0.0% |
| 881 | SALEM INVESTMENT COUNSELORS#881 · 2,457 sh | 2,457 | $120.5K | — | -3.7% |
| 882 | Manchester Capital Management#882 · 2,439 sh | 2,439 | $119.6K | — | -5.7% |
| 883 | Larson Financial Group#883 · 2,431 sh | 2,431 | $119.2K | <0.01% | -16.9% |
| 884 | Covestor Ltd#884 · 2,433 sh | 2,433 | $119.0K | 0.07% | +227.5% |
| 885 | LOM Asset Management Ltd#885 · 2,415 sh | 2,415 | $118.5K | 0.03% | -30.6% |
| 886 | Cape Investment Advisory#886 · 2,402 sh | 2,402 | $117.8K | — | New |
| 887 | MARK SHEPTOFF FINANCIAL PLANNING#887 · 2,376 sh | 2,376 | $116.5K | 0.06% | 0.0% |
| 888 | Geneos Wealth Management#888 · 2,333 sh | 2,333 | $114.4K | <0.01% | -7.1% |
| 889 | Colonial / SC#889 · 2,147 sh | 2,147 | $105.3K | 0.01% | +0.9% |
| 890 | LRI Investments#890 · 21,374 sh | 21,374 | $105.3K | <0.01% | +8.0% |
| 891 | Cassaday & Wealth Management#891 · 2,089 sh | 2,089 | $105.3K | — | -1.5% |
| 892 | Heritage Wealth Advisors#892 · 2,035 sh | 2,035 | $99.8K | <0.01% | 0.0% |
| 893 | WHITTIER OF NEVADA#893 · 1,864 sh | 1,864 | $98.3K | <0.01% | -28.6% |
| 894 | CASTLEARK MANAGEMENT#894 · 2,000 sh | 2,000 | $98.1K | <0.01% | 0.0% |
| 895 | Nemes Rush Group#895 · 1,978 sh | 1,978 | $97.0K | <0.01% | -40.4% |
| 896 | Lloyd Advisory Services#896 · 1,897 sh | 1,897 | $93.0K | 0.04% | New |
| 897 | Regatta Research & Money Management#897 · 1,883 sh | 1,883 | $92.4K | 0.09% | — |
| 898 | MCF Advisors#898 · 1,854 sh | 1,854 | $90.9K | <0.01% | -46.3% |
| 899 | Private Wealth Asset Management#899 · 1,823 sh | 1,823 | $89.4K | <0.01% | +455.8% |
| 900 | ROTHSCHILD INVESTMENT#900 · 1,810 sh | 1,810 | $88.8K | <0.01% | -75.4% |
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.