Fiserv, Inc.· FISV

🇺🇸 US · LargeSP500NASDAQ

Technology Information Technology Services Website

Price: $53.00
Day: +0.51%
Mkt Cap: $28.26B
52W Range: $47.04 – $238.59
Volume: 4.10M
Beta: 0.80

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,206 institutions hold; 495 added, 513 reduced
Insiders Q3 2026: 1 purchase ($519.5K), no sales

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Fiserv, Inc.

FISV|Technology|Information Technology Services

Current price: $53

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.3 avg per quarter

Institutional net breadth · Q2 2026

-127

603 adding vs 730 reducing

Institutional ownership · Q2 2026

97.4%

1,206 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

DODGE & COX

50.2M

-0.2%

BLACKROCK, INC.

42.4M

+6.3%

VANGUARD CAPITAL MANAGEMENT LLC

33.1M

-0.1%

STATE STREET CORP

23.8M

+0.6%

HARRIS ASSOCIATES L P

22.2M

+12.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.8M

-1.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

149

313

101

149 buying313 unchanged101 selling

561 funds held FISV in Q2 2026, holding 272.7M shares between them, up 6.9% on the quarter.

Largest fund holders

Mercer Funds34.7K sh

DAVIS VARIABLE ACCOUNT FUND INC13.5K sh

AMG FUNDS13.4K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 23

Simons Doyle

$8.1M

Sale · Feb 20

Chiarello Guy

$8.0M

Sale · Nov 12

Best Kenneth

$4.5M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FISV on stockoscope.com→

Generated September 7, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FISV Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+14

Institutional Flow

50% weight

+34

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 6, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FISV

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Meaningful: 1 purchase totaling $519.5K (10.0K shares)

Share volume is near the historical average

Buying is rare, only seen in 2 of 15 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.8 avg per quarter

$519.5K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, FISV

Top 8 highest-value insider trades from the last 8 quarters

Simons Doyle

Director

Sell

40,000 shares at $201.97

≈34.4% of their stake at the time

Oct 23, 2024$8.08M

Chiarello Guy

COO

Sell

34,050 shares at $235.34

≈12.5% of their stake at the time

Feb 20, 2025$8.01M

Best Kenneth

Chief Accounting Officer

Sell

20,821 shares at $214.61

≈34.9% of their stake at the time

Nov 12, 2024$4.47M

MILLER HEIDI

Director

Sell

18,562 shares at $200.56

≈29.4% of their stake at the time

Oct 30, 2024$3.72M

Gibbons John

EVP, Head of Fin. Insts. Grp.

Sell

13,560 shares at $238.15

≈32.9% of their stake at the time

Mar 3, 2025$3.23M

Chiarello Guy

COO

Sell

10,950 shares at $236.19

≈4.6% of their stake at the time

Feb 20, 2025$2.59M

MILLER HEIDI

Director

Sell

11,438 shares at $202.05

≈25.6% of their stake at the time

Oct 30, 2024$2.31M

Todd Paul M

CFO

Buy

17,000 shares at $62.41

≈69.5% of their stake after buying

Dec 1, 2025$1.06M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FISV

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

97.4% institutional ownership

Balanced activity: 603 adding vs 730 reducing

13F shares increased by 10.8%, a significant shift

Momentum weakening from prior quarter

-127

Net breadth

603 adding vs 730 reducing

Balanced

0.83

Add / reduce ratio

in Q2 2026

-109

New − closed

108 initiated, 217 exited

7 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+603 growing-730 shrinkingNet: -127

108

495

513

217

New (108)

Increased (495)

Reduced (513)

Closed (217)

Top Institutional Holders, FISV

Largest 8 institutional positions by ownership percentage as of Q2 2026

DODGE & COX

50.2M

$2.5B

Ownership

9.37%

-0.2%

BLACKROCK, INC.

42.4M

$2.1B

Ownership

7.91%

+6.3%

VANGUARD CAPITAL MANAGEMENT LLC

33.1M

$1.6B

Ownership

6.18%

-0.1%

STATE STREET CORP

23.8M

$1.2B

Ownership

4.45%

+0.6%

HARRIS ASSOCIATES L P

22.2M

$1.1B

Ownership

4.14%

+12.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.8M

$1.0B

Ownership

3.89%

-1.8%

CAPITAL WORLD INVESTORS

16.8M

$825.1M

Ownership

3.14%

+20.9%

GEODE CAPITAL MANAGEMENT, LLC

15.3M

$760.4M

Ownership

2.85%

+15.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 563 ETFs and mutual funds reporting

149 buying101 sellingNet: +48

149

313

101

Buying (149)

Unchanged (313)

Selling (101)

In total, funds bought 21.7M shares and sold 2.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

563 ETFs and mutual funds reporting

149 buying vs 101 selling (balanced)

Top Fund Holders, FISV

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Mercer Funds

34.7K

Weight

0.00%

Jun 30, 2026No change

DAVIS VARIABLE ACCOUNT FUND INC

13.5K

Weight

27.51%

Jun 30, 2026Decreased

AMG FUNDS

13.4K

Weight

0.04%

Jun 30, 2026No change

Datum One Series Trust

12.5K

Weight

0.06%

Jun 30, 2026Decreased

MONETTA TRUST

12.0K

Weight

31.66%

Jun 30, 2026No change

LITMAN GREGORY FUNDS TRUST

11.9K

Weight

0.03%

Jun 30, 2026No change

PRAXIS MUTUAL FUNDS

11.9K

Weight

0.08%

Jun 30, 2026Decreased

AUGUSTAR VARIABLE INSURANCE PRODUCTS FUND INC

11.6K

Weight

0.07%

Jun 30, 2026Decreased

Fiserv, Inc.· FISV

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings105Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings105Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights