Skip to content
Disclosery

FISV FISERV INC

Follow

COM (common), issuer CIK 798354

1,873 managers (1,905 13F filers) reported a position in FISV shares at 2024-12-31, 513,884,096 shares in all. 167 filers opened a position and 70 filers sold out during the quarter.

Managers
1,873
13F filers
1,905
New
167
Added
610
Reduced
754
Sold out
70
Shares held by filers
513,884,096

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Red Tortoise LLC67$13.8K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc65$13.4K0.01%013F-HRTimeline
REAP Financial Group, LLC65$13.3K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.62$12.7K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC55$11.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC52$10.7K<0.01%+1513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.51$10.5K0.05%new13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…50$10.3K<0.01%-6,33213F-HRTimeline
Your Advocates Ltd., LLP50$10.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC49$10.1K<0.01%013F-HRTimeline
Elequin Capital, LP48$9.86K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC43$8.83K<0.01%new13F-HRTimeline
Bogart Wealth, LLC43$8.83K<0.01%+513F-HRTimeline
Fairway Wealth LLC43$8.83K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.41$8.42K<0.01%+613F-HRTimeline
ROSS\JOHNSON & Associates LLC40$8.22K0.19%13F-HRTimeline
One River Asset Management, LLC39$8.04K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.38$7.81K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC38$7.81K<0.01%+2513F-HRTimeline
TD Capital Management LLC37$7.6K<0.01%+1113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP35$7.19K<0.01%-39113F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC35$7.19K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC35$7.19K<0.01%-1,37313F-HRTimeline
Mattson Financial Services, LLC40$7.19K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC34$6.99K<0.01%-1013F-HRTimeline
Cornerstone Planning Group LLC30$6.39K<0.01%+413F-HRTimeline
Clark Wealth Partners30$6.16K<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC29$5.96K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC28$5.75K<0.01%13F-HRTimeline
Trifecta Capital Advisors, LLC28$5.75K<0.01%013F-HRTimeline
Tidemark, LLC27$5.55K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton26$5.34K<0.01%+2013F-HRTimeline
Westend Capital Management, LLC25$5.14K<0.01%013F-HRTimeline
TFC Financial Management, Inc.25$5.14K<0.01%013F-HRTimeline
Breakwater Investment Management25$5.14K<0.01%013F-HR/ATimeline
Riggs Asset Managment Co. Inc.23$4.75K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC23$4.72K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC23$4.72K<0.01%new13F-HRTimeline
FSA Wealth Management LLC23$4.72K<0.01%013F-HRTimeline
Ridgewood Investments LLC23$4.62K<0.01%013F-HRTimeline
New Millennium Group LLC21$4.31K<0.01%013F-HRTimeline
Global Financial Private Client, LLC18$3.7K<0.01%+813F-HRTimeline
Bay Harbor Wealth Management, LLC17$3.49K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC16$3.29K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$3.08K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC15$3.08K<0.01%13F-HRTimeline
WINNACLE WEALTH LLC14$2.69K<0.01%13F-HRTimeline
POM Investment Strategies, LLC13$2.67K<0.01%013F-HRTimeline
JDM Financial Group LLC13$2.67K<0.01%013F-HRTimeline
PayPay Securities Corp12$2.46K0.11%new13F-HRTimeline
LANARK FINANCIAL, INC.11$2.36K0.22%-11,33613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10$2.05K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.10$2.05K<0.01%013F-HRTimelineGroup
Coastline Trust Co10$2.05K<0.01%-7413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1620 INVESTMENT ADVISORS, INC.8$1.68K<0.01%013F-HRTimeline
JCIC Asset Management Inc.8$1.64K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.8$1.64K<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.7$1.44K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC7$1.44K<0.01%13F-HRTimeline
True Wealth Design, LLC7$1.41K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC6$1.23K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$1.03K<0.01%013F-HRTimeline
WestEnd Advisors, LLC5$1.03K<0.01%+113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT6$1K<0.01%013F-HR/ATimeline
West Oak Capital, LLC400$8220.03%013F-HR/ATimeline
Activest Wealth Management4$822<0.01%+413F-HRTimeline
Mainstream Capital Management LLC4$822<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC3$616<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC204$4190.02%013F-HR/ATimeline
SUMMIT SECURITIES GROUP LLC2$411<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2$411<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC2$00%13F-HRTimelineValue filed as zero, left out of ratios.
Legacy Financial Group LLC1,655$340Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.