Fiserv — Institutional Ownership
Which tracked institutions hold FI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
60
Funds holding
$6199475557
Total value held
Buying
32 added/new · 25 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2079711291 | 42399822 | +2538506 | +6.37% |
| 2 | State Street Corp | $1168895099 | 23830685 | +154302 | +0.65% |
| 3 | Federated Hermes, Inc. | $485930797 | 9906846 | +9906846 | NEW BUY |
| 4 | Invesco Ltd. | $350684093 | 7149523 | +7149523 | NEW BUY |
| 5 | Morgan Stanley | $318608900 | 6495592 | -1442023 | -18.17% |
| 6 | Franklin Resources Inc | $271140047 | 5527830 | +137421 | +2.55% |
| 7 | Northern Trust Corp | $250107372 | 5099029 | -227187 | -4.27% |
| 8 | Goldman Sachs Group Inc | $194582429 | 3967022 | +304392 | +8.31% |
| 9 | Royal Bank Of Canada | $140975000 | 2874110 | +1810188 | +170.14% |
| 10 | Barclays Plc | $138847157 | 2830727 | +1425915 | +101.50% |
| 11 | Bank Of New York Mellon Corp | $123176504 | 2511244 | -243295 | -8.83% |
| 12 | Ubs Group Ag | $119976938 | 2446013 | +2446013 | NEW BUY |
| 13 | Bank Of America Corp /De/ | $108220997 | 2206340 | +63359 | +2.96% |
| 14 | Jpmorgan Chase & Co | $80254898 | 1643555 | -438042 | -21.04% |
| 15 | Prudential Financial Inc | $68350979 | 1393496 | -4357 | -0.31% |
| 16 | Citigroup Inc | $51241750 | 1044684 | +3441 | +0.33% |
| 17 | Raymond James Financial Inc | $35359278 | 720882 | -27920 | -3.73% |
| 18 | Principal Financial Group Inc | $31359382 | 639335 | -2476 | -0.39% |
| 19 | Bank Of Montreal /Can/ | $29344703 | 598261 | +75989 | +14.55% |
| 20 | Wells Fargo & Company/Mn | $27928982 | 569398 | +68084 | +13.58% |
| 21 | Sei Investments Co | $26821993 | 546809 | -193247 | -26.11% |
| 22 | Ameriprise Financial Inc | $12127410 | 247308 | +247308 | NEW BUY |
| 23 | Stifel Financial Corp | $10090556 | 205720 | +205720 | NEW BUY |
| 24 | Toronto Dominion Bank | $8994430 | 183373 | -123106 | -40.17% |
| 25 | Associated Banc-Corp | $7891899 | 160895 | -12297 | -7.10% |
| 26 | Us Bancorp \De\ | $7052522 | 143783 | -28198 | -16.40% |
| 27 | Atlantic Union Bankshares Corp | $6004555 | 122417 | +7965 | +6.96% |
| 28 | Pnc Financial Services Group, Inc. | $5400650 | 110105 | -34015 | -23.60% |
| 29 | Fifth Third Bancorp | $5324584 | 108554 | -46521 | -30.00% |
| 30 | American Financial Group Inc | $4659750 | 95000 | +95000 | NEW BUY |
| 31 | M&T Bank Corp | $4432964 | 90382 | -6221 | -6.44% |
| 32 | Marex Group Ltd | $4419650 | 90105 | +14254 | +18.79% |
| 33 | Janus Henderson Group Plc | $3596267 | 64455 | +64455 | NEW BUY |
| 34 | Bank Of Nova Scotia | $3334061 | 67972 | -166746 | -71.04% |
| 35 | Banco Bilbao Vizcaya Argentaria, S.A. | $3133359 | 63939 | -9527 | -12.97% |
| 36 | Truist Financial Corp | $2313819 | 47173 | +7885 | +20.07% |
| 37 | Nomura Holdings Inc | $2225202 | 45366 | +24800 | +120.59% |
| 38 | Allstate Corp | $1623849 | 33106 | -6759 | -16.95% |
| 39 | Pinnacle Financial Partners, Inc. | $1430889 | 29172 | -4801 | -14.13% |
| 40 | Equitable Holdings, Inc. | $691108 | 14090 | -8457 | -37.51% |
| 41 | Banco Santander, S.A. | $536852 | 10945 | +10945 | NEW BUY |
| 42 | Citizens Financial Group Inc/Ri | $496833 | 10129 | -2475 | -19.64% |
| 43 | Regions Financial Corp | $459991 | 9378 | -1291 | -12.10% |
| 44 | Hennessy Advisors Inc | $392400 | 8000 | +8000 | NEW BUY |
| 45 | Norwood Financial Corp | $392357 | 2455 | -170 | -6.48% |
| 46 | First Horizon Corp | $310977 | 6340 | +6340 | NEW BUY |
| 47 | Nicolet Bankshares Inc | $301101 | 5815 | -63 | -1.07% |
| 48 | Southstate Bank Corp | $210524 | 4292 | +4292 | NEW BUY |
| 49 | Zions Bancorporation, National Association /Ut/ | $44734 | 912 | +912 | NEW BUY |
| 50 | First Bancorp, Inc /Me/ | $15549 | 317 | +317 | NEW BUY |
| 51 | Amalgamated Financial Corp. | $15274 | 150629 | +150629 | NEW BUY |
| 52 | Cullen/Frost Bankers, Inc. | $12410 | 253 | +253 | NEW BUY |
| 53 | Prosperity Bancshares Inc | $8976 | 183 | +183 | NEW BUY |
| 54 | City Holding Co | $5639 | 115 | — | Held |
| 55 | Tompkins Financial Corp | $1717 | 35 | — | Held |
| 56 | Texas Capital Bancshares Inc/Tx | $1547 | 12 | +12 | NEW BUY |
| 57 | Wealthfront Corp | $1356 | 16455 | -2077 | -11.21% |
| 58 | Peapack Gladstone Financial Corp | $540 | 11014 | -146 | -1.31% |
| 59 | Employers Holdings, Inc. | $381 | 3200 | — | Held |
| 60 | First Interstate Bancsystem Inc | $286 | 2399 | +2399 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.