Who holds FISVticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

FISERV INC · COM · quarter ended 2026-03-31 · 16 members disclosed FISV ↗

1,006

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$24.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

485

addsholders whose share count rose or who opened the position (new + add), by shares

237

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of FISV ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$2.8B	50,260,950	+786,328	add
2	BlackRock, Inc.	$2.2B	39,861,316	−2,178,760	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	33,123,138	—	no prior
4	STATE STREET CORP	$1.3B	23,676,383	+25,004	add
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	21,183,892	—	no prior
6	HARRIS ASSOCIATES L P	$1.1B	19,737,630	+4,182,927	add
7	Capital World Investors	$776M	13,903,314	+9,057,848	add
8	GEODE CAPITAL MANAGEMENT, LLC	$731M	13,152,278	+380,155	add
9	FEDERATED HERMES, INC.	$483M	8,659,018	+4,278,016	add
10	MORGAN STANLEY	$443M	7,937,615	−3,944,236	trim
11	First Eagle Investment Management, LLC	$418M	7,495,234	+7,495,234	new
12	Invesco Ltd.	$362M	6,493,853	+450,532	add
13	Amundi	$338M	6,048,759	−6,245,706	trim
14	D. E. Shaw & Co., Inc.	$330M	5,907,462	−4,224,815	trim
15	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$326M	5,835,003	+3,676,213	add
16	FMR LLC	$307M	5,505,295	+3,280,251	add
17	FRANKLIN RESOURCES INC	$301M	5,390,409	+2,212,079	add
18	NORTHERN TRUST CORP	$297M	5,326,216	−107,207	trim
19	JANA Partners Management, LP	$248M	4,435,605	+2,190,085	add
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$239M	4,276,166	−725,259	trim
21	DEUTSCHE BANK AG\	$208M	3,722,897	+506	add
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$207M	3,706,034	+352,056	add
23	Legal & General Group Plc	$200M	3,575,497	−159,459	trim
24	UBS Group AG	$199M	3,573,920	+327,086	add
25	VANGUARD FIDUCIARY TRUST CO	$168M	3,003,224	—	no prior
26	FIL Ltd	$166M	2,968,614	+110,396	add
27	Longview Partners (Guernsey) LTD	$162M	2,902,523	−343,287	trim
28	PITTENGER & ANDERSON INC	$161M	2,876,734	−1,765	trim
29	AQR CAPITAL MANAGEMENT LLC	$159M	2,864,442	+1,373,347	add
30	DIMENSIONAL FUND ADVISORS LP	$157M	2,816,152	−127,005	trim
31	Bank of New York Mellon Corp	$154M	2,754,539	−125,810	trim
32	Turtle Creek Asset Management Inc.	$148M	2,643,668	+2,396,167	add
33	LAZARD ASSET MANAGEMENT LLC	$143M	2,555,482	+163,325	add
34	COOKE & BIELER LP	$140M	2,502,260	+289,254	add
35	NORDEA INVESTMENT MANAGEMENT AB	$124M	2,279,869	+174,262	add
36	MAIRS & POWER INC	$120M	2,152,853	+509,603	add
37	BANK OF AMERICA CORP /DE/	$120M	2,142,981	−11,209,534	trim
38	Nuveen, LLC	$119M	2,136,255	+357,262	add
39	Squarepoint Ops LLC	$111M	1,981,499	+560,760	add
40	BRANDES INVESTMENT PARTNERS, LP	$108M	1,927,031	+121,469	add
41	Qube Research & Technologies Ltd	$106M	1,893,673	+834,108	add
42	AustralianSuper Pty Ltd	$103M	1,845,062	+738,859	add
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$103M	1,842,195	+982,988	add
44	Swiss National Bank	$88.1M	1,578,486	+88,900	add
45	Assenagon Asset Management S.A.	$79.1M	1,418,377	+31,344	add
46	BARCLAYS PLC	$78.4M	1,404,812	−2,707,691	trim
47	PRUDENTIAL FINANCIAL INC	$78.0M	1,397,853	+204,788	add
48	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$77.5M	1,389,692	−425,027	trim
49	JANE STREET GROUP, LLC	$72.6M	1,301,295	+799,486	add
50	Vanguard Global Advisers, LLC	$71.4M	1,279,613	—	no prior
51	Sumitomo Mitsui Trust Group, Inc.	$68.5M	1,227,443	−74,595	trim
52	HSBC HOLDINGS PLC	$68.0M	1,222,112	−1,350,948	trim
53	Mitsubishi UFJ Asset Management Co., Ltd.	$67.5M	1,210,033	+62,992	add
54	Swedbank AB	$64.0M	1,146,900	+4,708	add
55	CITIGROUP INC	$63.4M	1,135,928	+94,685	add
56	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$61.9M	1,092,280	−57,008	trim
57	ROYAL BANK OF CANADA	$59.4M	1,063,922	−750,963	trim
58	Bank Julius Baer & Co. Ltd, Zurich	$58.1M	1,049,790	−10,605	trim
59	ALLIANCEBERNSTEIN L.P.	$56.2M	837,201	−171,296	trim
60	National Pension Service	$54.9M	984,210	+984,210	new
61	Mondrian Investment Partners LTD	$54.7M	979,542	+206,878	add
62	Patient Capital Management, LLC	$54.0M	968,194	+709,033	add
63	SUMMITRY LLC	$53.0M	949,916	+173,715	add
64	NEW YORK STATE COMMON RETIREMENT FUND	$52.0M	931,179	−18,000	trim
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$51.8M	927,715	−119,918	trim
66	VANGUARD ASSET MANAGEMENT, Ltd	$51.6M	924,021	—	no prior
67	Trexquant Investment LP	$49.6M	888,783	+742,919	add
68	CANADA PENSION PLAN INVESTMENT BOARD	$46.7M	836,551	−450,950	trim
69	NEW SOUTH CAPITAL MANAGEMENT INC	$45.8M	820,607	−60,915	trim
70	LPL Financial LLC	$43.6M	780,782	+18,124	add
71	RAYMOND JAMES FINANCIAL INC	$41.8M	748,802	−549,354	trim
72	SEI INVESTMENTS CO	$41.3M	740,056	+271,622	add
73	CITADEL ADVISORS LLC	$40.7M	728,630	−1,065,120	trim
74	RENAISSANCE TECHNOLOGIES LLC	$37.3M	668,227	+543,900	add
75	PRINCIPAL FINANCIAL GROUP INC	$35.8M	641,811	+12,777	add
76	Invenomic Capital Management LP	$34.9M	624,991	+337,725	add
77	OFI INVEST ASSET MANAGEMENT	$34.0M	701,697	+377,300	add
78	BNP Paribas Asset Management Holding S.A.	$33.1M	593,844	−433,344	trim
79	MILFORD FUNDS LTD	$32.8M	588,000	−20,215	trim
80	Quantinno Capital Management LP	$31.6M	565,689	−80,362	trim
81	Junto Capital Management LP	$31.6M	565,523	+565,523	new
82	Prana Capital Management, LP	$31.4M	563,455	+399,113	add
83	Gotham Asset Management, LLC	$30.6M	548,284	+112,360	add
84	Birch Hill Investment Advisors LLC	$29.5M	529,103	+41,408	add
85	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$28.8M	515,643	+136,293	add
86	BANK OF MONTREAL /CAN/	$28.7M	514,272	+10,888	add
87	WELCH & FORBES LLC	$28.3M	506,394	−50,990	trim
88	WELLS FARGO & COMPANY/MN	$28.0M	501,314	−123,998	trim
89	AVIVA PLC	$27.6M	495,244	+14,380	add
90	Danica Pension, Livsforsikringsaktieselskab	$27.3M	488,383	−364,752	trim
91	ADAGE CAPITAL PARTNERS GP, L.L.C.	$26.9M	481,581	−3,700	trim
92	MILLENNIUM MANAGEMENT LLC	$26.7M	479,075	−1,295,135	trim
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$26.6M	476,198	−185	trim
94	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$25.0M	447,623	−1,251,327	trim
95	ARIEL INVESTMENTS, LLC	$24.1M	432,559	+111,534	add
96	Aberdeen Group plc	$23.1M	413,497	−22,093	trim
97	Korea Investment CORP	$22.9M	409,810	−48,756	trim
98	BLAIR WILLIAM & CO/IL	$22.7M	407,135	−161,449	trim
99	America First Investment Advisors, LLC	$22.4M	401,390	+28,411	add
100	TWO SIGMA INVESTMENTS, LP	$22.3M	399,822	−1,018,075	trim
101	FORA Capital, LLC	$21.1M	377,913	+176,957	add
102	Capital Research Global Investors	$20.8M	373,129	−981	trim
103	Creative Planning	$20.3M	363,934	+144,875	add
104	Cornerstone Investment Partners, LLC	$20.0M	358,781	−10,400	trim
105	APG Asset Management N.V.	$19.8M	408,085	−22,721	trim
106	STATE OF WISCONSIN INVESTMENT BOARD	$19.3M	345,028	+63,657	add
107	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$19.2M	343,943	0	no change
108	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.8M	330,767	+2,759	add
109	NORTH STAR ASSET MANAGEMENT INC	$18.6M	333,602	+24,132	add
110	AMERIPRISE FINANCIAL INC	$18.3M	327,276	+47,066	add
111	DANSKE BANK A/S	$17.9M	320,790	−10,860	trim
112	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$17.3M	309,600	+50,500	add
113	STIFEL FINANCIAL CORP	$17.1M	306,806	+73,236	add
114	TORONTO DOMINION BANK	$17.1M	306,479	−95,485	trim
115	Mariner, LLC	$17.0M	305,308	+128,304	add
116	ENVESTNET ASSET MANAGEMENT INC	$17.0M	305,108	+122,813	add
117	Ensign Peak Advisors, Inc	$16.8M	301,118	−152,373	trim
118	Pictet Asset Management Holding SA	$16.8M	300,691	−171,156	trim
119	PFA Pension, Forsikringsaktieselskab	$16.4M	294,339	+294,339	new
120	NICHOLS & PRATT ADVISERS LLP /MA	$16.0M	286,796	−18,886	trim
121	Applied Finance Capital Management, LLC	$15.9M	284,125	+127,342	add
122	Corus Family Wealth Advisors	$15.4M	276,691	−2,001	trim
123	TD ASSET MANAGEMENT INC	$15.2M	273,112	−4,324	trim
124	Saudi Central Bank	$15.1M	271,045	+19,628	add
125	Chevy Chase Trust Holdings, LLC	$15.1M	270,960	−4,995	trim
126	Trajan Wealth LLC	$15.1M	269,812	+42,334	add
127	Vanguard Investments Australia, Ltd.	$14.9M	267,332	—	no prior
128	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.5M	259,048	+124,011	add
129	Redwood Grove Capital, LLC	$14.4M	257,632	+67,800	add
130	ROYAL LONDON ASSET MANAGEMENT LTD	$14.2M	254,707	0	no change
131	Marble Harbor Investment Counsel, LLC	$14.2M	253,721	+1,733	add
132	VICTORY CAPITAL MANAGEMENT INC	$14.0M	250,302	+6,662	add
133	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$13.8M	248,102	−3,715	trim
134	Connor, Clark & Lunn Investment Management Ltd.	$13.6M	243,425	−18,759	trim
135	BALYASNY ASSET MANAGEMENT L.P.	$13.3M	238,119	+226,135	add
136	WORLDQUANT MILLENNIUM ADVISORS LLC	$13.2M	236,063	−2,549,780	trim
137	BANK OF NOVA SCOTIA	$13.1M	234,718	−746,286	trim
138	Asset Management One Co., Ltd.	$13.1M	234,551	−1,943	trim
139	Quadrature Capital Ltd	$13.1M	234,270	−950,844	trim
140	Two Point Capital Management, Inc.	$13.0M	233,199	+131,337	add
141	Cerity Partners LLC	$13.0M	232,241	+44,725	add
142	Mitsubishi UFJ Trust & Banking Corp	$12.7M	227,509	−1,279	trim
143	Gator Capital Management, LLC	$12.7M	226,780	+221,625	add
144	Running Oak Capital LLC	$12.5M	224,675	+70,334	add
145	Poehling Capital Management, INC.	$12.5M	224,501	+17,845	add
146	COMMERCE BANK	$12.5M	223,236	+56,962	add
147	KLP KAPITALFORVALTNING AS	$12.4M	221,936	0	no change
148	Varma Mutual Pension Insurance Co	$12.1M	216,131	0	no change
149	Swiss Life Asset Management Ltd	$12.0M	214,189	+14,031	add
150	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$11.9M	212,747	−914	trim
151	IEQ CAPITAL, LLC	$11.7M	209,902	+153,834	add
152	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.7M	209,861	+209,861	new
153	Aquatic Capital Management LLC	$11.7M	209,560	−509,476	trim
154	Focus Partners Wealth	$11.0M	196,523	+72,818	add
155	NOMURA ASSET MANAGEMENT CO LTD	$11.0M	196,718	+8,160	add
156	FIRST TRUST ADVISORS LP	$10.9M	195,202	+95,208	add
157	NISA INVESTMENT ADVISORS, LLC	$10.8M	194,427	+16,311	add
158	COLRAIN CAPITAL LLC	$10.7M	191,915	+120,545	add
159	Corient Private Wealth LLC	$10.4M	187,342	−233,199	trim
160	Lansforsakringar Fondforvaltning AB (publ)	$10.2M	182,456	+3,906	add
161	State of New Jersey Common Pension Fund D	$10.1M	181,142	−11,749	trim
162	COERENTE CAPITAL MANAGEMENT	$10.1M	180,310	+77,984	add
163	AGF MANAGEMENT LTD	$10.0M	178,841	−37,921	trim
164	Y-Intercept (Hong Kong) Ltd	$9.9M	177,037	+146,666	add
165	Optiver Holding B.V.	$9.9M	177,008	+177,008	new
166	EXCHANGE TRADED CONCEPTS, LLC	$9.9M	176,533	+161,509	add
167	CIBC Bancorp USA Inc.	$9.8M	176,497	—	no prior
168	Baird Financial Group, Inc.	$9.8M	175,787	+175,787	new
169	CREDIT AGRICOLE S A	$9.8M	174,972	−12,200	trim
170	ASSOCIATED BANC-CORP	$9.7M	173,192	+16,852	add
171	US BANCORP \DE\	$9.6M	171,981	−42,347	trim
172	Resona Asset Management Co.,Ltd.	$9.5M	170,656	+1,654	add
173	Cetera Investment Advisers	$9.2M	165,723	+78,219	add
174	Taikang Asset Management (Hong Kong) Co Ltd	$9.2M	164,057	+41,408	add
175	Venator Management LLC	$9.1M	162,965	+87,580	add
176	PRUDENTIAL PLC	$8.8M	158,287	+11,504	add
177	FIFTH THIRD BANCORP	$8.7M	155,075	+88,657	add
178	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.4M	150,634	−300	trim
179	Tredje AP-fonden	$8.4M	150,610	+150,610	new
180	Czech National Bank	$8.2M	146,482	+4,658	add
181	Arizona State Retirement System	$8.2M	146,146	−8,020	trim
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.1M	145,933	+50,550	add
183	Schonfeld Strategic Advisors LLC	$8.1M	144,551	+42,719	add
184	DUDLEY & SHANLEY, INC.	$8.0M	143,923	0	no change
185	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$8.0M	142,610	+3,233	add
186	CHOREO, LLC	$7.9M	141,826	+3	add
187	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$7.9M	141,718	−17,082	trim
188	Hemenway Trust Co LLC	$7.9M	141,132	−51,000	trim
189	MCRAE CAPITAL MANAGEMENT INC	$7.8M	140,474	+47,570	add
190	Jain Global LLC	$7.7M	138,657	+24,887	add
191	MACKENZIE FINANCIAL CORP	$7.5M	133,623	+30,992	add
192	MetLife Investment Management, LLC	$7.4M	132,303	−3,717	trim
193	Rafferty Asset Management, LLC	$7.3M	130,763	−33,310	trim
194	CIBC Asset Management Inc	$7.3M	130,437	+1,282	add
195	Holocene Advisors, LP	$7.2M	129,271	−1,300,729	trim
196	Tidal Investments LLC	$7.1M	128,619	+54,912	add
197	Man Group plc	$7.1M	126,446	−231,204	trim
198	Stanley Capital Management, LLC	$7.0M	125,559	0	no change
199	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.0M	125,289	+182	add
200	Longaeva Partners L.P.	$6.9M	123,042	+123,042	new
201	Callan Family Office, LLC	$6.6M	119,111	+90,203	add
202	HUDSON EDGE INVESTMENT PARTNERS INC.	$6.6M	118,898	+18,483	add
203	Atlantic Union Bankshares Corp	$6.6M	118,614	+4,162	add
204	Blume Capital Management, Inc.	$6.6M	117,952	+55,042	add
205	Mirae Asset Global Investments Co., Ltd.	$6.4M	115,336	+17,241	add
206	DnB Asset Management AS	$6.4M	114,968	−29,857	trim
207	Retirement Systems of Alabama	$6.4M	114,217	−202	trim
208	Calamos Advisors LLC	$6.3M	113,201	0	no change
209	MERCER GLOBAL ADVISORS INC /ADV	$6.3M	113,004	+40,190	add
210	THOMPSON INVESTMENT MANAGEMENT, INC.	$6.3M	112,581	+25,106	add
211	IFM Investors Pty Ltd	$6.2M	111,589	+6,882	add
212	SEB Asset Management AB	$6.2M	111,284	—	no prior
213	Dorsey & Whitney Trust CO LLC	$6.2M	110,974	+5,880	add
214	TOTH FINANCIAL ADVISORY CORP	$6.2M	110,683	−30,652	trim
215	Madison Asset Management, LLC	$6.2M	110,600	+31,100	add
216	XPONANCE LLC	$6.2M	110,525	+11,819	add
217	STALEY CAPITAL ADVISERS INC	$6.1M	110,159	−17,615	trim
218	NATIXIS	$6.1M	109,241	−54,425	trim
219	GROUP ONE TRADING LLC	$6.1M	108,806	−28,214	trim
220	ProShare Advisors LLC	$6.1M	108,774	−9,881	trim
221	CIBC WORLD MARKET INC.	$6.1M	108,451	+7,495	add
222	INTECH INVESTMENT MANAGEMENT LLC	$5.9M	105,363	−332,740	trim
223	Woodline Partners LP	$5.9M	105,347	+13,474	add
224	Sovereign's Capital Management, LLC	$5.8M	104,416	+4,470	add
225	Quinn Opportunity Partners LLC	$5.8M	103,493	0	no change
226	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.7M	106,236	+23,861	add
227	Intrinsic Edge Capital Management LLC	$5.6M	100,400	+50,000	add
228	CWM, LLC	$5.6M	100,347	+58,730	add
229	Marks Group Wealth Management, Inc	$5.6M	100,047	+55,318	add
230	Daiwa Securities Group Inc.	$5.6M	99,962	+3,312	add
231	Robertson Opportunity Capital, LLC	$5.6M	99,711	0	no change
232	USS Investment Management Ltd	$5.5M	98,137	+2,307	add
233	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.4M	96,346	−395,668	trim
234	M&T BANK CORP	$5.3M	95,326	−1,277	trim
235	VOYA INVESTMENT MANAGEMENT LLC	$5.1M	91,797	−19	trim
236	ExodusPoint Capital Management, LP	$5.1M	90,845	−111,135	trim
237	FARMERS & MERCHANTS INVESTMENTS INC	$5.1M	90,586	+1,696	add
238	Eurizon Capital SGR S.p.A.	$4.9M	88,373	−12,775	trim
239	OSAIC HOLDINGS, INC.	$4.9M	87,512	−4,687	trim
240	Utah Retirement Systems	$4.9M	86,985	−2,086	trim
241	FARALLON CAPITAL MANAGEMENT, L.L.C.	$4.8M	86,000	—	no prior
242	KLCM Advisors, Inc.	$4.7M	84,714	+49,974	add
243	ROMANO BROTHERS AND COMPANY	$4.7M	84,686	+15,883	add
244	IMC-Chicago, LLC	$4.7M	84,468	−81,142	trim
245	Legal Advantage Investments, Inc.	$4.7M	84,080	+8,000	add
246	TAM Capital Management Inc.	$4.6M	82,809	+43,158	add
247	Edgestream Partners, L.P.	$4.5M	81,099	+16,831	add
248	CLOVERFIELDS CAPITAL GROUP, LP	$4.5M	80,774	+1,078	add
249	Hillman Capital Management, Inc.	$4.5M	80,728	+42,352	add
250	NEOS Investment Management LLC	$4.5M	80,419	+2,117	add
251	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.5M	79,756	+1,584	add
252	Broderick Brian C	$4.4M	78,826	−2,611	trim
253	ING GROEP NV	$4.4M	78,028	−86,248	trim
254	Rakuten Investment Management, Inc.	$4.4M	79,823	+8,826	add
255	Kestra Advisory Services, LLC	$4.3M	76,593	+21,363	add
256	BRADLEY FOSTER & SARGENT INC/CT	$4.3M	76,342	−16,491	trim
257	EXENCIAL WEALTH ADVISORS, LLC	$4.2M	76,160	+14,006	add
258	Marex Group Ltd	$4.2M	75,851	+8,834	add
259	Vident Advisory, LLC	$4.1M	74,361	+5,927	add
260	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	74,133	−22,162	trim
261	1832 Asset Management L.P.	$4.1M	73,727	−53,510	trim
262	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.1M	73,466	−5,187	trim
263	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.1M	73,158	+13	add
264	Quantbot Technologies LP	$4.0M	72,294	+14,146	add
265	ASSETMARK, INC	$4.0M	71,758	+8,991	add
266	Bragg Financial Advisors, Inc	$4.0M	71,552	+13,301	add
267	STOREBRAND ASSET MANAGEMENT AS	$4.0M	71,059	—	no prior
268	Monaco Asset Management SAM	$3.9M	70,000	+60,000	add
269	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.9M	69,770	+264	add
270	CONTINENTAL ADVISORS LLC	$3.9M	69,000	+69,000	new
271	BUCKHEAD CAPITAL MANAGEMENT LLC	$3.8M	68,362	+19,584	add
272	Saranac Partners Ltd	$3.8M	68,340	+22,088	add
273	SCOTIA CAPITAL INC.	$3.8M	68,112	+64,921	add
274	Inlet Private Wealth, LLC	$3.8M	67,860	+7,025	add
275	JB Capital LLC	$3.8M	67,492	+2,519	add
276	HighTower Advisors, LLC	$3.8M	67,426	+7,605	add
277	BROOKTREE CAPITAL MANAGEMENT	$3.7M	67,058	+26,989	add
278	Rockefeller Capital Management L.P.	$3.7M	66,135	−284	trim
279	JACOBS LEVY EQUITY MANAGEMENT, INC	$3.7M	66,114	−8,933	trim
280	COMMONWEALTH EQUITY SERVICES, LLC	$3.7M	65,451	−22,165	trim
281	Janus Henderson Group Ltd.	$3.6M	64,455	−4,878	trim
282	D.A. DAVIDSON & CO.	$3.6M	64,339	+13,441	add
283	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$3.6M	63,630	−60,570	trim
284	Candriam S.C.A.	$3.5M	63,552	−355	trim
285	Generali Asset Management SPA SGR	$3.5M	63,479	+15,636	add
286	LETSON INVESTMENT MANAGEMENT, INC.	$3.5M	62,924	−4,635	trim
287	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$3.5M	62,564	0	no change
288	Vanguard Personalized Indexing Management, LLC	$3.5M	62,108	+2,738	add
289	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	61,634	+100	add
290	Kidder Stephen W	$3.4M	60,980	−5,652	trim
291	AUXIER ASSET MANAGEMENT LLC	$3.4M	60,465	+12,500	add
292	YOUSIF CAPITAL MANAGEMENT, LLC	$3.3M	59,672	−212	trim
293	Pathstone Holdings, LLC	$3.3M	58,846	−226	trim
294	Robeco Institutional Asset Management B.V.	$3.3M	58,747	−2,688	trim
295	SIH Partners, LLLP	$3.2M	58,018	+58,018	new
296	Buttonwood Financial Advisors Inc.	$3.2M	57,234	−950	trim
297	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	57,211	−544	trim
298	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.2M	56,597	+6,201	add
299	Ethic Inc.	$3.2M	56,565	−29,709	trim
300	UniSuper Management Pty Ltd	$3.2M	56,474	+598	add
301	OP Asset Management Ltd	$3.1M	55,831	—	no prior
302	TWINBEECH CAPITAL LP	$3.0M	54,412	+43,186	add
303	BALDWIN WEALTH PARTNERS LLC/MA	$3.0M	53,840	−4,913	trim
304	Dana Investment Advisors, Inc.	$3.0M	52,940	−37,779	trim
305	KEYBANK NATIONAL ASSOCIATION/OH	$2.9M	52,438	−31,899	trim
306	Triad Investment Management	$2.9M	52,011	+42,521	add
307	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.9M	51,688	+9,446	add
308	Vontobel Holding Ltd.	$2.9M	51,357	+6,785	add
309	Gilman Hill Asset Management, LLC	$2.8M	50,433	+30,887	add
310	SOMERVILLE KURT F	$2.8M	49,740	−42,139	trim
311	CAXTON ASSOCIATES LLP	$2.8M	49,353	−11,760	trim
312	Caprock Group, LLC	$2.7M	48,851	+8,953	add
313	Curi Capital, LLC	$2.7M	48,268	+2,548	add
314	HEADINVEST, LLC	$2.7M	47,948	−7,047	trim
315	TD Waterhouse Canada Inc.	$2.6M	47,681	+26,440	add
316	Delaney Dennis R	$2.6M	47,130	+5,390	add
317	Altrafin AG	$2.6M	46,414	+4,624	add
318	OpenArc Corporate Advisory, LLC	$2.6M	46,359	+11,227	add
319	Investment Management Corp of Ontario	$2.6M	46,244	+1,600	add
320	MONARCH CAPITAL MANAGEMENT INC	$2.5M	45,576	+4,215	add
321	Wealthfront Advisers LLC	$2.5M	45,571	−9,303	trim
322	MML INVESTORS SERVICES, LLC	$2.5M	44,739	+2,065	add
323	Walleye Trading LLC	$2.5M	44,586	−78,524	trim
324	Robinson Value Management, Ltd.	$2.5M	44,278	−734	trim
325	PUZO MICHAEL J	$2.5M	43,973	−17,115	trim
326	M&G Plc	$2.4M	43,651	+1,396	add
327	MACQUARIE GROUP LTD	$2.4M	43,780	−148,712	trim
328	MONTAG A & ASSOCIATES INC	$2.3M	42,021	−2,957	trim
329	BAHL & GAYNOR INC	$2.3M	41,651	−1,546	trim
330	Chesley Taft & Associates LLC	$2.3M	41,238	−115	trim
331	ASR Vermogensbeheer N.V.	$2.3M	40,767	+654	add
332	Legacy Private Trust Co.	$2.3M	40,567	−29,299	trim
333	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.3M	40,405	−4,495	trim
334	Osmosis Investment Management UK Ltd	$2.2M	40,204	+703	add
335	WELLINGTON MANAGEMENT GROUP LLP	$2.2M	40,184	+1,996	add
336	Federation des caisses Desjardins du Quebec	$2.2M	39,570	+2,654	add
337	Savant Capital, LLC	$2.2M	39,534	+490	add
338	BUILDER INVESTMENT GROUP INC /ADV	$2.2M	39,469	−4,587	trim
339	TRUIST FINANCIAL CORP	$2.2M	39,288	−1,434	trim
340	Hills Bank & Trust Co	$2.2M	39,218	−2,226	trim
341	Vinva Investment Management Ltd	$2.2M	39,933	−3,960	trim
342	ZWJ INVESTMENT COUNSEL INC	$2.2M	38,901	+21,911	add
343	WASATCH ADVISORS LP	$2.2M	38,837	+12,837	add
344	BENJAMIN EDWARDS INC	$2.1M	38,205	+9,632	add
345	Redmond Asset Management, LLC	$2.1M	37,715	−1,855	trim
346	Leonteq Securities AG	$2.1M	36,780	+1,939	add
347	HARBER ASSET MANAGEMENT LLC	$2.0M	36,224	−121,627	trim
348	World Investment Advisors	$2.0M	35,590	−21,466	trim
349	Mork Capital Management, LLC	$2.0M	35,000	+35,000	new
350	QRG CAPITAL MANAGEMENT, INC.	$1.9M	34,932	+16,172	add
351	Murphy Pohlad Asset Management LLC	$1.9M	34,753	+9,950	add
352	Freestone Capital Holdings, LLC	$1.9M	34,407	−18,379	trim
353	Pinnacle Financial Partners, Inc.	$1.9M	33,973	+7,903	add
354	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.9M	33,795	−1,815,772	trim
355	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.9M	33,747	−100,195	trim
356	Machina Capital S.A.S.	$1.9M	33,279	+1,857	add
357	Core Alternative Capital	$1.9M	33,188	+17,734	add
358	OCCUDO QUANTITATIVE STRATEGIES LP	$1.8M	29,516	−16,231	trim
359	Norinchukin Bank, The	$1.8M	32,870	+14	add
360	Callahan Advisors, LLC	$1.8M	32,838	+4,170	add
361	Grantham, Mayo, Van Otterloo & Co. LLC	$1.8M	32,736	+32,736	new
362	MIZUHO SECURITIES USA LLC	$1.8M	32,516	−6,647	trim
363	Verdence Capital Advisors LLC	$1.8M	32,436	+11,328	add
364	JONES FINANCIAL COMPANIES LLLP	$1.8M	32,272	+1,360	add
365	AMERICAN CENTURY COMPANIES INC	$1.8M	32,161	−48,546	trim
366	Fisher Funds Management LTD	$1.8M	32,022	0	no change
367	Empowered Funds, LLC	$1.8M	31,767	+31,767	new
368	INVESTMENT HOUSE LLC	$1.8M	31,535	+31,535	new
369	Advisors Asset Management, Inc.	$1.8M	31,504	−10,373	trim
370	ALBERT D MASON INC	$1.8M	31,403	+11,302	add
371	&PARTNERS	$1.8M	31,389	+816	add
372	Capital International Sarl	$1.7M	30,793	+23,155	add
373	HARTFORD INVESTMENT MANAGEMENT CO	$1.7M	30,696	−366	trim
374	Taylor Financial Group, Inc.	$1.7M	30,490	+2,644	add
375	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	30,395	+30,395	new
376	WP Advisors, LLC	$1.7M	30,307	+30,307	new
377	HB Wealth Management, LLC	$1.7M	30,299	+4,629	add
378	NewEdge Advisors, LLC	$1.7M	29,894	+29,894	new
379	Sagewood Asset Management LP	$1.7M	29,785	−10,466	trim
380	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$1.6M	29,423	0	no change
381	Fairbanks Capital Management, Inc.	$1.6M	29,414	+1,158	add
382	Perennial Advisors, LLC	$1.6M	29,333	−2,060	trim
383	Summit Trail Advisors, LLC	$1.6M	29,159	−8,732	trim
384	Merit Financial Group, LLC	$1.6M	27,879	+7,243	add
385	Badgley Phelps Wealth Managers, LLC	$1.5M	27,695	−32,631	trim
386	Brooklyn Investment Group	$1.5M	27,547	+3,674	add
387	Atria Investments, Inc	$1.5M	27,526	+16,495	add
388	AG2R LA MONDIALE GESTION D'ACTIFS	$1.5M	27,305	+1,581	add
389	OMERS ADMINISTRATION Corp	$1.5M	27,186	+5,792	add
390	Maryland State Retirement & Pension System	$1.5M	27,115	0	no change
391	Equitable Holdings, Inc.	$1.5M	22,547	+5,199	add
392	LB Partners LLC	$1.5M	27,000	+27,000	new
393	GUGGENHEIM CAPITAL LLC	$1.5M	26,861	+1,525	add
394	Crossmark Global Holdings, Inc.	$1.5M	26,795	—	no prior
395	Allspring Global Investments Holdings, LLC	$1.5M	26,844	−1,641	trim
396	EAGLE ROCK INVESTMENT COMPANY, LLC	$1.5M	26,581	−12,231	trim
397	OPPENHEIMER & CO INC	$1.5M	26,384	−1,945	trim
398	B. Metzler seel. Sohn & Co. AG	$1.5M	26,076	−488	trim
399	Cascade Investment Advisors, Inc.	$1.4M	25,914	+5,004	add
400	READYSTATE ASSET MANAGEMENT LP	$1.4M	25,897	+19,090	add
401	Sequoia Financial Advisors, LLC	$1.4M	25,696	−4,023	trim
402	Allianz Asset Management GmbH	$1.4M	25,588	−303,134	trim
403	SouthState Bank Corp	$1.4M	25,491	−57	trim
404	NEXPOINT ASSET MANAGEMENT, L.P.	$1.4M	25,000	0	no change
405	CenterBook Partners LP	$1.3M	24,125	+24,125	new
406	FULTON BANK, N.A.	$1.3M	24,106	+8,876	add
407	Lido Advisors, LLC	$1.3M	24,099	−13,798	trim
408	NATIONAL BANK OF CANADA /FI/	$1.3M	23,945	+4,224	add
409	FIDUCIARY TRUST CO	$1.3M	23,840	−2,829	trim
410	Numerai GP LLC	$1.3M	23,652	−26,053	trim
411	Linden Thomas Advisory Services, LLC	$1.3M	23,415	+2,137	add
412	Metis Global Partners, LLC	$1.3M	23,278	−2,418	trim
413	Brevan Howard Capital Management LP	$1.3M	23,277	−11,416	trim
414	Laurion Capital Management LP	$1.3M	23,171	+23,171	new
415	PEAK6 LLC	$1.3M	22,807	+12,099	add
416	Bleakley Financial Group, LLC	$1.3M	22,646	−12,791	trim
417	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	22,570	+181	add
418	LGT Group Foundation	$1.2M	22,139	+692	add
419	Private Advisor Group, LLC	$1.2M	22,126	+4,911	add
420	MUFG Securities EMEA plc	$1.2M	22,050	0	no change
421	Independent Advisor Alliance	$1.2M	22,000	−626	trim
422	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	21,487	−4,663	trim
423	Palouse Capital Management, Inc.	$1.2M	21,170	+599	add
424	GLENMEDE TRUST CO NA	$1.2M	21,082	+5,986	add
425	Avior Wealth Management, LLC	$1.2M	20,669	+2,926	add
426	Elefante Mark B	$1.2M	20,616	−2,145	trim
427	NOMURA HOLDINGS INC	$1.1M	20,566	−405,102	trim
428	Dai-ichi Life Insurance Company, Ltd	$1.1M	20,417	−4,606	trim
429	Illinois Municipal Retirement Fund	$1.1M	20,063	−3,717	trim
430	RBF Capital, LLC	$1.1M	20,000	+12,000	add
431	Empirical Finance, LLC	$1.1M	19,974	−54	trim
432	HUNTINGTON NATIONAL BANK	$1.1M	19,809	+19,809	new
433	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	19,716	+7,428	add
434	Banque Cantonale Vaudoise	$1.1M	19,715	−3,124	trim
435	Richard W. Paul & Associates, LLC	$1.1M	19,606	−155	trim
436	Stelac Advisory Services LLC	$1.1M	19,886	+19,886	new
437	Chicago Capital, LLC	$1.1M	19,471	−114	trim
438	VARCOV Co.	$1.1M	19,265	+19,265	new
439	MAI Capital Management	$1.1M	19,260	+1,111	add
440	E. Ohman J:or Asset Management AB	$1.0M	18,781	−2,220	trim
441	WHITEBOX ADVISORS LLC	$1.0M	18,702	+3,400	add
442	Siemens Fonds Invest GmbH	$1.0M	18,642	−20	trim
443	BROWN ADVISORY INC	$1.0M	18,494	−12,682	trim
444	Clearstead Advisors, LLC	$1.0M	18,156	−1,184	trim
445	TECTONIC ADVISORS LLC	$1.0M	18,151	+4,037	add
446	Concurrent Investment Advisors, LLC	$988K	17,712	+968	add
447	Glenview Trust Co	$982K	17,591	−3,060	trim
448	Laird Norton Wetherby Trust Company, LLC	$979K	17,540	−169	trim
449	PATTON ALBERTSON MILLER GROUP, LLC	$977K	17,503	−3,411	trim
450	Fairtree Asset Management (Pty) Ltd	$968K	17,351	−1,637	trim
451	HM PAYSON & CO	$966K	17,303	−300	trim
452	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$960K	17,210	+24	add
453	Fragasso Financial Advisors Inc	$959K	17,020	+17,020	new
454	WEALTHEDGE INVESTMENT ADVISORS, LLC	$958K	17,170	+1,812	add
455	CAMBIENT FAMILY OFFICE, LLC	$954K	17,096	+291	add
456	INTREPID CAPITAL MANAGEMENT INC	$951K	17,038	0	no change
457	Ellenbecker Investment Group	$948K	16,988	−316	trim
458	Sanctuary Advisors, LLC	$943K	16,908	+2,085	add
459	Diversified Trust Co	$942K	16,884	+1,554	add
460	EVERGREEN CAPITAL MANAGEMENT LLC	$926K	16,600	+8,756	add
461	Dempze Nancy E	$922K	16,520	−4,003	trim
462	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$907K	16,260	−14,435	trim
463	Havemeyer Place LP	$902K	16,163	−39,509	trim
464	Cannon Capital Management, Inc.	$899K	16,112	+16,112	new
465	AMG National Trust Bank	$894K	16,020	+1,000	add
466	Krane Funds Advisors LLC	$874K	15,500	+2,300	add
467	Argyle Capital Management, LLC	$871K	15,614	0	no change
468	Portfolio Design Labs, LLC	$864K	15,491	+5,912	add
469	WEBSTER BANK, N. A.	$864K	15,479	−3,947	trim
470	North Dakota State Investment Board	$863K	15,470	−3,079	trim
471	PANAGORA ASSET MANAGEMENT INC	$859K	15,397	0	no change
472	New Age Alpha Advisors, LLC	$854K	15,296	+15,296	new
473	Trinity Financial Advisors LLC	$853K	15,283	+5,962	add
474	Counterpoint Mutual Funds LLC	$853K	15,281	−39,360	trim
475	SAXON INTERESTS, INC.	$849K	15,215	+15,215	new
476	Orion Porfolio Solutions, LLC	$848K	15,200	−2,254	trim
477	Choate Investment Advisors	$843K	15,105	−22,698	trim
478	Ascent Group, LLC	$839K	15,039	+6,046	add
479	AMI INVESTMENT MANAGEMENT INC	$831K	14,886	−2,158	trim
480	MUFG SECURITIES AMERICAS INC.	$830K	14,883	+393	add
481	PEDDOCK CAPITAL ADVISORS, LLC	$830K	14,880	−1,970	trim
482	Morningstar Investment Management LLC	$824K	14,762	+1,505	add
483	Retirement Planning Co of New England, Inc.	$820K	14,688	+6,938	add
484	SECURIAN ASSET MANAGEMENT, INC	$810K	14,525	−100	trim
485	Baader Bank Aktiengesellschaft	$809K	14,539	+6,921	add
486	SteelPeak Wealth, LLC	$807K	14,464	+14,464	new
487	Berger Financial Group, Inc	$797K	14,282	−2,536	trim
488	Atlantic Edge Private Wealth Management, LLC	$796K	14,270	−820	trim
489	J. Safra Sarasin Holding AG	$791K	14,189	+228	add
490	Lombard Odier Asset Management (Switzerland) SA	$769K	13,778	−1,474	trim
491	PRINCIPAL SECURITIES, INC.	$767K	13,745	+2,947	add
492	INTEGRAL INVESTMENT ADVISORS, INC.	$761K	13,645	−13,666	trim
493	Central Pacific Bank - Trust Division	$749K	13,425	+100	add
494	Focus Financial Network, Inc.	$747K	13,389	+323	add
495	Mystic Asset Management, Inc.	$746K	13,365	+5,725	add
496	Hardy Reed LLC	$741K	13,278	0	no change
497	U.S. Capital Wealth Advisors, LLC	$741K	13,275	+3,937	add
498	Waverly Advisors, LLC	$738K	13,228	+1,344	add
499	Wilmington Savings Fund Society, FSB	$737K	13,207	−5,860	trim
500	Robertson Stephens Wealth Management, LLC	$733K	13,140	−500	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · FISV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 2 John Boozman R–AR, Julie Johnson D–TX-32 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $30.6M held
Trimming: 2 Caxton Associates, Baupost Group $2.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FISERV INC

Merged timeline of congressional filings and notable-manager moves on FISV
Date	Who	Change	Size
2026-08-24	John Boozman Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+112,360 sh
2026-05-14	Caxton Associates 13F	trim	−11,760 sh
2026-05-14	Baupost Group 13F	exit	−2,200,000 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed FISV — the congressional view ↗