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Disclosery

FISV FISERV INC

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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
Signature Wealth Management Group11,441$2.35M0.94%+37713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC11,324$2.33M1.06%+5713F-HRTimeline
ANB BANK11,110$2.28M1%13F-HRTimeline
Abundance Wealth Counselors11,108$2.28M0.5%-20313F-HRTimeline
Jacobi Capital Management LLC11,104$2.28M0.17%+4413F-HRTimeline
Knollwood Investment Advisory, LLC11,056$2.27M0.24%013F-HRTimeline
DUNCKER STREETT & CO INC10,857$2.23M0.41%+2313F-HRTimeline
Main Street Financial Solutions, LLC10,852$2.23M0.22%-1,68413F-HRTimeline
GREAT LAKES ADVISORS, LLC10,845$2.23M0.02%+85813F-HRTimeline
AustralianSuper Pty Ltd10,840$2.23M0.01%+2,23613F-HRTimeline
Worth Asset Management, LLC10,834$2.23M1.19%new13F-HRTimeline
WEXFORD CAPITAL LP10,794$2.22M0.57%+2,37513F-HRTimeline
Sierra Legacy Group10,785$2.22M2.04%13F-HRTimeline
AdvisorNet Financial, Inc10,708$2.2M0.18%-8813F-HRTimeline
Legacy Advisors, LLC10,665$2.19M0.21%+11113F-HRTimeline
ICW Investment Advisors LLC10,571$2.17M0.91%+47313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,569$2.17M0.03%-1,05313F-HRTimelineGroup
BOKF, NAin group BOKF, NA10,808$2.17M0.04%+813F-HRTimelineGroup
Empowered Funds, LLC10,492$2.16M0.03%+1,16413F-HRTimeline
Donoghue Forlines LLC10,474$2.15M0.72%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,326$2.12M0.06%+1,23813F-HRTimelineGroup
Smithfield Trust Co10,156$2.08M0.1%+37013F-HRTimeline
WEDBUSH SECURITIES INC10,099$2.08M0.07%+14913F-HRTimeline
Embree Financial Group10,100$2.07M0.35%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,093$2.07M<0.01%-14,81013F-HRTimeline
Patient Capital Management, LLC10,042$2.06M0.1%-122,82813F-HRTimeline
Qtron Investments LLC9,987$2.05M0.29%-84113F-HRTimeline
Bray Capital Advisors9,983$2.05M0.55%-25513F-HRTimeline
Central Pacific Bank - Trust Division9,913$2.04M0.27%-62013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,838$2.02M0.08%+37713F-HRTimelineGroup
Unique Wealth Strategies, LLC9,826$2.02M0.89%+2,39113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,811$2.02M0.02%+41413F-HRTimeline
Manchester Capital Management LLC9,782$2.01M0.23%013F-HRTimeline
Montecito Bank & Trust9,775$2.01M0.35%013F-HRTimeline
Yarbrough Capital, LLC9,756$2M0.08%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC9,749$2M0.01%-85613F-HRTimelineGroup
Greenland Capital Management LP9,729$2M0.4%-10,30613F-HRTimeline
Lester Murray Antman dba SimplyRich9,418$1.93M0.55%013F-HRTimeline
EVOKE WEALTH, LLC9,362$1.92M0.05%+65413F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,321$1.91M0.11%-32213F-HRTimelineGroup
DORCHESTER WEALTH MANAGEMENT Co9,247$1.9M0.38%-5013F-HRTimeline
First Interstate Bank9,162$1.88M0.11%-11913F-HRTimeline
Smartleaf Asset Management LLC9,111$1.88M0.19%+1,22913F-HRTimeline
Composition Wealth, LLC9,097$1.87M0.04%+40213F-HRTimeline
Campbell & CO Investment Adviser LLC9,090$1.87M0.14%new13F-HRTimeline
Westover Capital Advisors, LLC9,082$1.87M0.41%+2,70813F-HRTimeline
Focus Financial Network, Inc.9,079$1.87M0.07%013F-HRTimeline
Engineers Gate Manager LP9,032$1.86M0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.9,028$1.85M0.06%-40913F-HRTimeline
UMB Bank, n.a.9,022$1.85M0.03%-5,57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Maytus Capital Management, LLC9,000$1.85M0.65%new13F-HRTimeline
Archford Capital Strategies, LLC8,999$1.85M0.28%+5713F-HRTimeline
Ifrah Financial Services, Inc.8,966$1.84M0.51%-36913F-HRTimeline
Callahan Advisors, LLC8,960$1.84M0.17%-2513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,950$1.84M0.03%+3213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,929$1.83M0.02%-57713F-HRTimelineGroup
Frank, Rimerman Advisors LLC8,905$1.83M0.13%+2,99313F-HRTimeline
Moloney Securities Asset Management, LLC8,851$1.82M0.24%-1,32713F-HRTimeline
Key Financial Inc8,834$1.81M0.41%013F-HRTimeline
Wayfinding Financial, LLC8,827$1.81M0.97%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,822$1.81M0.03%-31,48413F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.8,796$1.81M0.08%-6,65213F-HRTimeline
PROFUND ADVISORS LLC8,792$1.81M0.07%-30613F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS8,791$1.81M0.09%+11313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETA GROUP INVESTMENT ADVISORS LLC8,787$1.81M0.03%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,658$1.78M0.01%+47813F-HRTimelineGroup
Owen LaRue, LLC8,620$1.77M0.93%-913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,610$1.77M0.06%-10313F-HRTimelineGroup
Vise Technologies, Inc.8,578$1.76M0.15%+2,48813F-HRTimeline
Wellington Wealth Strategies, LLC.7,641$1.76M1.6%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,523$1.75M0.32%+9513F-HRTimelineGroup
Quantitative Investment Management, LLC8,449$1.74M0.13%new13F-HRTimeline
Granite Investment Partners, LLC8,440$1.73M0.07%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,398$1.73M0.22%13F-HRTimeline
Veracity Capital LLC8,374$1.72M0.63%-1,43213F-HRTimeline
Centurion Wealth Management LLC8,365$1.72M0.54%-46313F-HRTimeline
Abacus Planning Group, Inc.8,364$1.72M0.3%013F-HRTimeline
Chicago Capital, LLC8,360$1.72M0.05%+4,80913F-HRTimeline
LANDAAS & CO /WI /ADV8,359$1.72M0.48%-20213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,352$1.72M0.56%-8413F-HRTimeline
Cooper Financial Group8,280$1.7M0.2%-25313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…8,269$1.7M0.18%-52613F-HRTimelineGroup
LSV ASSET MANAGEMENT8,232$1.69M<0.01%-61,36813F-HRTimeline
Entropy Technologies, LP8,225$1.69M0.17%new13F-HRTimeline
Wolf Group Capital Advisors13,378$1.69M0.82%013F-HRTimeline
Caption Management, LLC8,200$1.68M0.07%+4,75013F-HRTimeline
Lionsbridge Wealth Management LLC8,193$1.68M1.41%-78813F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,169$1.68M0.05%-65813F-HRTimeline
Pflug Koory, LLC8,165$1.68M0.85%013F-HRTimeline
Addison Advisors LLC8,159$1.68M0.47%-23813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,148$1.67M0.04%+4,37513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO8,139$1.67M0.03%-1,87413F-HRTimeline
JGP Wealth Management, LLC8,106$1.67M0.22%+2213F-HRTimeline
Williams Jones Wealth Management, LLC.8,065$1.66M0.02%-413F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,057$1.66M0.05%+37513F-HRTimeline
Convergence Financial, LLC8,056$1.65M0.33%+13313F-HRTimeline
Florida Trust Wealth Management Co8,022$1.65M0.05%+1,96513F-HRTimeline
Ballentine Partners, LLC7,990$1.64M0.03%+7613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,945$1.63M0.05%-1713F-HRTimeline
Bowman & Co S.C.7,935$1.63M0.84%+36613F-HRTimeline
Horizon Investments, LLC7,906$1.62M0.05%+7713F-HRTimeline
Arax Advisory Partners7,773$1.6M0.1%-49713F-HRTimeline
Intelligence Driven Advisers, LLC7,773$1.6M0.3%-2013F-HRTimeline
Prospera Financial Services Inc7,772$1.6M0.04%+6,13413F-HRTimeline
Beacon Bridge Wealth Partners, LLC7,752$1.59M0.68%013F-HRTimeline
First Nebraska Trust Co7,735$1.59M0.15%013F-HRTimeline
Legato Capital Management LLC7,676$1.58M0.21%-6,21713F-HRTimeline
Maia Wealth LLC7,392$1.58M0.34%+73513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,649$1.57M0.11%+1,14313F-HRTimelineGroup
IFP Advisors, Inc7,642$1.57M0.05%+22413F-HRTimeline
True North Advisors, LLC7,634$1.57M0.37%+7513F-HRTimeline
SVB WEALTH LLC7,579$1.56M0.03%new13F-HRTimeline
Farther Finance Advisors, LLC7,569$1.55M0.06%-21313F-HRTimeline
Park Place Capital Corp7,559$1.55M0.43%+55113F-HRTimeline
Haverford Trust Co7,556$1.55M0.02%-28213F-HRTimeline
Radnor Capital Management, LLC7,524$1.55M0.26%-1,06413F-HRTimeline
Waverly Advisors, LLC7,500$1.54M0.02%+5,73813F-HRTimeline
17 CAPITAL PARTNERS, LLC7,443$1.53M0.97%+8013F-HRTimeline
Empower Advisory Group, LLC7,409$1.52M0.01%+52213F-HRTimeline
Mill Creek Capital Advisors, LLC7,408$1.52M0.04%-4,50613F-HRTimeline
DELPHI MANAGEMENT INC /MA/7,389$1.52M1.47%-1,37813F-HRTimeline
Gould Capital, LLC7,388$1.52M1.06%-20713F-HRTimeline
RIA Advisory Group LLC7,348$1.51M0.51%+17713F-HRTimeline
Trust Asset Management LLC7,339$1.51M0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…7,332$1.51M0.42%013F-HRTimeline
Allworth Financial LP7,176$1.5M0.01%+2,36813F-HRTimeline
SPINNAKER TRUST7,296$1.5M0.09%-7513F-HRTimeline
Mystic Asset Management, Inc.7,235$1.49M0.4%+2,38013F-HRTimeline
WESBANCO BANK INC7,224$1.48M0.05%-14313F-HRTimeline
Legend Financial Advisors, Inc.7,208$1.48M1.04%-31813F-HRTimeline
Semmax Financial Advisors Inc.6,429$1.48M0.39%-97713F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.7,142$1.47M0.39%new13F-HRTimeline
Purkiss Capital Advisors LLC7,115$1.46M1.26%13F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,100$1.46M0.3%13F-HRTimeline
Court Place Advisors, LLC7,098$1.46M0.47%-15013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department7,072$1.45M0.48%13F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…7,032$1.45M1.01%-1,18813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,927$1.44M0.03%-38513F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC7,007$1.44M0.04%-70813F-HRTimeline
Settian Capital LP7,000$1.44M1.04%new13F-HRTimeline
Sheets Smith Investment Management6,970$1.43M1.21%13F-HRTimeline
Legacy Trust6,951$1.43M0.33%-5513F-HRTimeline
SMITH, MOORE & CO.6,937$1.42M0.13%+15513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…6,851$1.41M0.2%-42913F-HRTimelineGroup
TRUST CO OF VERMONT6,839$1.4M0.07%+4,31013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,835$1.4M0.04%-113F-HRTimelineGroup
Dogwood Wealth Management LLC6,827$1.4M0.74%+4,00713F-HRTimeline
HBK Sorce Advisory LLC6,817$1.4M0.04%+2613F-HRTimeline
PEOPLES BANK /OH6,770$1.39M0.82%-38013F-HRTimeline
Koshinski Asset Management, Inc.6,765$1.39M0.12%+3113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,755$1.39M0.02%+29513F-HRTimeline
Ridgepath Capital Management LLC6,748$1.39M0.64%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,672$1.37M0.09%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT6,650$1.37M0.08%-84313F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,645$1.37M0.09%-313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,642$1.36M0.1%-32713F-HRTimeline
AAFMAA Wealth Management & Trust LLC6,641$1.36M0.6%-1,38313F-HRTimeline
Freedom Investment Management, Inc.6,559$1.35M0.11%+75713F-HRTimeline
WASHINGTON TRUST Co6,466$1.33M0.05%-7713F-HRTimeline
Arcataur Capital Management LLC6,448$1.32M0.45%+8513F-HRTimeline
Pacific Point Advisors, LLC6,182$1.32M0.8%13F-HRTimeline
VeraBank, N.A.6,445$1.32M0.37%-6013F-HRTimeline
AE Wealth Management LLC6,429$1.32M0.01%-4,55113F-HRTimeline
Wedmont Private Capital6,583$1.32M0.07%+36313F-HRTimeline
CoreFirst Bank & Trust6,400$1.31M0.78%013F-HRTimeline
SkyView Investment Advisors, LLC6,374$1.31M0.21%+1,09913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC6,364$1.31M0.51%+37413F-HRTimeline
Financial Advocates Investment Manageme…6,330$1.3M0.07%-4513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,327$1.3M0.06%-16713F-HRTimeline
NorthRock Partners, LLC6,287$1.29M0.04%-40713F-HR/ATimeline
Institute for Wealth Management, LLC.6,266$1.29M0.16%013F-HRTimeline
Eukles Asset Management6,248$1.28M0.55%+113F-HRTimeline
Kingsview Wealth Management, LLC6,244$1.28M0.02%+20913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC6,229$1.28M0.08%-28113F-HRTimelineGroup
BROWN CAPITAL MANAGEMENT LLC6,205$1.27M0.03%-78413F-HRTimeline
WOLVERINE TRADING, LLC6,160$1.27M0.03%-6,03013F-HRTimeline
Parallel Advisors, LLC6,129$1.26M0.03%+31013F-HRTimeline
SG Americas Securities, LLC6,129$1.26M0.01%-80,26213F-HRTimeline
Machina Capital S.A.S.6,113$1.26M0.53%new13F-HRTimeline
Stonebrook Private Inc.6,091$1.25M0.33%+2313F-HRTimeline
Edgestream Partners, L.P.6,087$1.25M0.05%+3,04513F-HRTimeline
CHICAGO TRUST Co NA6,075$1.25M0.22%-1,84413F-HRTimeline
Dynamic Advisor Solutions LLC6,062$1.25M0.05%-3,18513F-HRTimeline
Williamson Legacy Group, LLC6,020$1.24M0.82%+16013F-HRTimeline
Perkins Coie Trust Co5,990$1.23M0.27%013F-HRTimeline
PRENTISS SMITH & CO INC5,976$1.23M0.8%+1913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,936$1.22M0.07%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,866$1.21M0.21%-9213F-HRTimelineGroup
Modera Wealth Management, LLC5,843$1.2M0.01%+46313F-HRTimeline
Mutual Advisors, LLC5,802$1.2M0.03%+29513F-HRTimeline
Boston Common Asset Management, LLC5,804$1.19M0.03%013F-HRTimeline
Copperwynd Financial, LLC5,767$1.18M0.33%-6913F-HRTimeline
Shepherd Financial Partners LLC5,749$1.18M0.14%+12713F-HRTimeline
Certified Advisory Corp5,717$1.17M0.13%-52113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,713$1.17M0.09%+3,17913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,594$1.15M0.3%+1,01413F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,593$1.15M0.04%+313F-HRTimeline
CSS LLC/IL5,560$1.14M0.07%-14013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP5,533$1.14M0.08%+3813F-HRTimelineGroup
Summit Financial, LLC5,520$1.13M0.04%+1,29513F-HRTimeline