Who Owns FISERV INC (FISV)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $78.6M of FISERV INC (FISV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($53.7M), Czech National Bank ($7.4M), PensionDanmark Pensionsforsikringsaktieselskab ($7.1M), Chesley Taft & Associates LLC ($1.9M), INTEGRAL INVESTMENT ADVISORS, INC. ($1.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Assenagon Asset Management S.A.$53.7M1.1MTrimmed
2Czech National Bank$7.4M151,785Added
3PensionDanmark Pensionsforsikringsaktieselskab$7.1M144,892New
4Chesley Taft & Associates LLC$1.9M38,641Trimmed
5INTEGRAL INVESTMENT ADVISORS, INC.$1.4M29,141Added
6Avior Wealth Management, LLC$1.2M25,406Added
7Trinity Financial Advisors LLC$750,12215,293Added
8Central Pacific Bank - Trust Division$653,59113,325Trimmed
9Trust Asset Management LLC$639,3966,066Trimmed
10GAMMA Investing LLC$631,91112,883Trimmed
11First Heartland Consultants, Inc.$616,70612,573Added
12TrueWealth Advisors, LLC$454,2039,260Added
13MOODY NATIONAL BANK TRUST DIVISION$365,3247,448Added
14HARBOR INVESTMENT ADVISORY, LLC$291,9765,953Trimmed
15Clark Asset Management, LLC$264,6745,396Trimmed
16CX Institutional$234,0004,779Added
17Agate Pass Investment Management, LLC$218,6164,457Trimmed
18FNY Investment Advisers, LLC$171,0003,500Added
19MassMutual Private Wealth & Trust, FSB$167,5553,416Trimmed
20Versant Capital Management, Inc$76,6651,563Trimmed
21CoreCap Advisors, LLC$59,5471,214Added
22ELEVATION WEALTH PARTNERS, LLC$46,304944Added
23Sarver Vrooman Wealth Advisors$34,206658Trimmed
24Grove Bank & Trust$25,800526Trimmed
25ATWOOD & PALMER INC$24,525500Hold

Source: SEC Form 13F filings · as of 2026-06-30