FISERV, (FISV) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2026) show 12 hedge funds and institutional investors holding a combined 87.8M shares of FISERV, (FISV), valued at $4.9B. The median portfolio weight is 1.5%.
Quarterly institutional ownership changes in FISV show net buying, with the combined position increasing by 12.9M shares (17.3%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to FISV are JANA (15.4% of its 13F portfolio), Hillman Capital Management (3.1%), and Venator Management (2.2%). In Q1 2026, JANA made the largest position increase (+7.6%), while Baupost Group made the largest reduction (-2.8%).
Top 10 Institutional Holders in FISERV, (FISV), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | JANA | 4,435,605 | $247.5M | 15.4% |
| 2 | Hillman Capital Management | 80,728 | $4.5M | 3.1% |
| 3 | Venator Management | 162,965 | $9.1M | 2.2% |
| 4 | Patient Capital Management | 968,194 | $54.0M | 2.0% |
| 5 | Vulcan Value Partners | 1,094,659 | $61.1M | 1.6% |
| 6 | Dodge & Cox | 50,260,950 | $2.8B | 1.5% |
| 7 | Harris Associates | 19,737,630 | $1.1B | 1.5% |
| 8 | Mairs & Power | 2,152,853 | $120.1M | 1.2% |
| 9 | First Eagle Investment Management | 7,495,234 | $418.2M | 0.6% |
| 10 | Ariel Investments | 865,118 | $48.3M | 0.3% |
- 12Institutional investors
- 87,846,811Shares held (disclosed)
- $4.9B13F market value
- 1.5%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of FISV. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold FISV. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- JANA+7.6% · +2,190,085 shares
- Hillman Capital Management+1.5% · +42,352 shares
- Patient Capital Management+1.3% · +709,033 shares
Top sellers
- Baupost Group-2.8% · -2,200,000 shares
- Helix Partners Management-1.0% · -25,000 shares
- Slate Path Capital-0.7% · -727,400 shares
Options Activity
- Total calls950,000 (-3,650,000)
Ownership Statistics
- Funds holding
- 12
- Median weight
- 1.5%
- Largest holder
- JANA · 15.4%
- Smallest holder
- Southeastern Asset Management · 0.0%
- Shares held
- 87,846,811 (+12,934,985)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding FISV in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | JANA | 4,435,605 | $247.5M | 15.4% |
| 2 | Hillman Capital Management | 80,728 | $4.5M | 3.1% |
| 3 | Venator Management | 162,965 | $9.1M | 2.2% |
| 4 | Patient Capital Management | 968,194 | $54.0M | 2.0% |
| 5 | Vulcan Value Partners | 1,094,659 | $61.1M | 1.6% |
| 6 | Dodge & Cox | 50,260,950 | $2.8B | 1.5% |
| 7 | Harris Associates | 19,737,630 | $1.1B | 1.5% |
| 8 | Mairs & Power | 2,152,853 | $120.1M | 1.2% |
| 9 | First Eagle Investment Management | 7,495,234 | $418.2M | 0.6% |
| 10 | Ariel Investments | 865,118 | $48.3M | 0.3% |
| 11 | Davis Selected Advisers | 588,885 | $32.9M | 0.2% |
| 12 | Southeastern Asset Management | 3,990 | $222.6K | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in FISERV, INC. (FISV) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See FISERV, INC. (FISV) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track FISV Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for FISERV, INC. (FISV). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to FISV on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in FISV?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as JANA , Hillman Capital Management , and Venator Management as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the FISV ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this FISV data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds FISV stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for FISV as of each filing date.