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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
Schechter Investment Advisors, LLC5,498$1.13M0.09%-37813F-HRTimeline
Rehmann Capital Advisory Group5,495$1.13M0.07%+9113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,250$1.12M0.09%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI5,455$1.12M0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,455$1.12M0.15%-4013F-HRTimeline
CONNING INC.in group CONNING INC.5,450$1.12M0.04%+98713F-HRTimelineGroup
Palouse Capital Management, Inc.5,442$1.12M0.74%-4,14813F-HRTimeline
United Community Bankin group United Community Bank5,429$1.12M0.43%-1513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,424$1.11M0.02%+9613F-HRTimeline
NVWM, LLC5,411$1.11M0.28%+5,39913F-HRTimeline
Truvestments Capital LLC5,403$1.11M0.29%+91313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,400$1.11M0.12%013F-HRTimeline
Compound Planning, Inc.5,346$1.1M0.06%+45213F-HRTimeline
DRW Securities, LLC5,344$1.1M0.07%+22813F-HRTimeline
FORBES J M & CO LLP5,321$1.09M0.11%013F-HRTimeline
WHITTIER TRUST CO5,312$1.09M0.01%+12513F-HRTimeline
United Super Pty Ltd in its capacity as…5,300$1.09M0.04%new13F-HRTimeline
Delta Financial Group, Inc.5,293$1.09M0.25%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,278$1.08M0.14%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,272$1.08M0.02%+11813F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,257$1.08M0.02%-63713F-HRTimelineGroup
Aspire Growth Partners LLC5,197$1.07M1.04%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,193$1.07M0.39%-10213F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,192$1.07M0.05%+32513F-HRTimeline
Cape Investment Advisory, Inc.5,173$1.06M0.42%-913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV5,135$1.05M0.72%13F-HRTimeline
NAPA WEALTH MANAGEMENT5,129$1.05M0.46%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,106$1.05M0.03%+99413F-HRTimeline
Integrated Advisors Network LLC5,090$1.05M0.05%-42713F-HRTimeline
BFSG, LLC5,089$1.05M0.12%+4,75013F-HRTimeline
SYON CAPITAL LLC5,079$1.04M0.09%-40913F-HRTimeline
Trivant Custom Portfolio Group, LLC5,070$1.04M0.61%+10313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,064$1.04M0.02%+3,42513F-HRTimelineGroup
CRUX WEALTH ADVISORS5,064$1.04M0.58%13F-HRTimeline
BEACON FINANCIAL GROUP5,051$1.04M0.11%-20813F-HRTimeline
CWA Asset Management Group, LLC4,989$1.02M0.05%+2,18713F-HRTimeline
Waldron Private Wealth LLC4,945$1.02M0.04%+11013F-HRTimeline
GM Advisory Group, LLC4,944$1.02M0.06%013F-HRTimeline
Sandy Cove Advisors, LLC4,934$1.01M0.4%+7413F-HRTimeline
Allred Capital Management, LLC4,921$1.01M0.39%+19913F-HRTimeline
Capital Investment Advisors, LLC4,906$1.01M0.02%+22913F-HRTimeline
Neumann Capital Management, LLC4,890$1M0.33%+15013F-HRTimeline
Leonteq Securities AG4,854$997K0.1%+20113F-HRTimeline
Meridian Wealth Management, LLC4,851$996K0.05%-18713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,846$995K0.06%+3313F-HRTimelineGroup
Westbourne Investment Advisors, Inc.4,815$989K0.34%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,805$987K0.13%+9313F-HRTimeline
Baker Avenue Asset Management, LP4,795$985K0.03%+1,13413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,790$984K0.43%+7513F-HRTimeline
Principle Wealth Partners LLC4,763$978K0.07%013F-HRTimeline
Darwin Wealth Management, LLC4,721$970K0.33%-3,34613F-HR/ATimeline
1ST SOURCE BANK4,700$965K0.06%-6013F-HRTimeline
Everhart Financial Group, Inc.4,686$963K0.2%+13113F-HRTimeline
ARIEL INVESTMENTS, LLC4,681$962K0.01%+14013F-HRTimeline
Drucker Wealth 3.0, LLC4,668$959K0.22%-13513F-HR/ATimeline
RENASANT BANK4,664$958K0.62%+71613F-HRTimeline
Chesapeake Wealth Management4,664$958K0.33%-11913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,656$956K0.09%+1,04913F-HRTimeline
Regal Investment Advisors LLC4,653$956K0.07%-70313F-HRTimeline
Advisors Capital Management, LLC4,616$948K0.01%+12613F-HRTimeline
IFC Advisors LLC4,615$948K0.21%13F-HRTimeline
Ellis Investment Partners, LLC4,611$947K0.19%013F-HRTimeline
Beacon Pointe Advisors, LLC4,609$947K0.01%-1,05813F-HRTimeline
Board of the Pension Protection Fund4,600$945K1.09%13F-HRTimeline
Ellevest, Inc.4,594$944K0.05%+8413F-HRTimeline
GTS SECURITIES LLC4,591$943K0.05%-30,79113F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,583$941K0.28%-3513F-HRTimeline
Foundations Investment Advisors, LLC4,578$940K0.02%-8213F-HRTimeline
Crumly & Associates Inc.4,553$935K0.25%-11613F-HRTimeline
Valeo Financial Advisors, LLC4,542$933K0.03%-313F-HRTimeline
Sigma Planning Corp4,533$931K0.03%-83913F-HRTimeline
Avestar Capital, LLC4,505$925K0.08%+49413F-HRTimeline
Copperleaf Capital, LLC4,496$924K0.59%+61613F-HRTimeline
Aster Capital Management (DIFC) Ltd4,477$920K0.35%-4,32113F-HRTimeline
CFO4Life Group, LLC4,447$914K0.16%-9813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,440$912K0.03%+1,16013F-HRTimeline
Intellectus Partners, LLC4,425$909K0.2%013F-HRTimeline
Brooklyn Investment Group4,414$907K0.27%-9313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,401$904K0.11%013F-HRTimeline
Aventura Private Wealth, LLC4,391$902K0.49%13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,385$901K0.06%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,383$900K0.5%13F-HRTimeline
Drake & Associates, LLC3,896$896K0.26%+1,32013F-HRTimeline
Prasad Wealth Partners, LLC4,337$891K0.29%13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC4,324$888K0.03%+64213F-HRTimeline
SlateStone Wealth, LLC4,308$885K0.09%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,308$885K0.04%013F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,280$879K0.18%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,275$879K0.04%-1813F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP4,265$876K0.02%013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,240$875K0.01%13F-HRTimelineGroup
ERn Financial, LLC4,247$872K0.13%+513F-HRTimeline
BRIGHTON JONES LLC4,245$872K0.03%+2,03313F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,162$872K0.05%-56313F-HRTimeline
Aurora Investment Counsel4,230$869K0.48%-1,97313F-HRTimeline
HMV Wealth Advisors, LLC4,228$869K0.87%13F-HRTimeline
Stonebridge Capital Advisors LLC4,211$865K0.07%+2413F-HRTimeline
Caldwell Trust Co4,208$864K0.09%013F-HRTimeline
Citizens National Bank Trust Department4,200$863K0.18%013F-HRTimeline
Net Worth Advisory Group4,167$856K0.26%-113F-HRTimeline
Calydon Capital4,159$854K0.17%013F-HRTimeline
Gen-Wealth Partners Inc4,154$853K0.37%+73413F-HRTimeline
WR Wealth Planners, LLC4,151$853K0.27%+3,50513F-HRTimeline
US Asset Management LLC4,150$852K0.76%-2813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP4,147$852K0.34%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,126$848K0.07%+5013F-HR/ATimeline
DOHJ, LLC4,123$847K0.2%-24613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,122$847K0.16%-2713F-HRTimeline
Sky Investment Group LLC4,108$844K0.15%+1,81813F-HRTimeline
Parkside Financial Bank & Trust4,109$841K0.11%+4513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,882$841K0.08%+29913F-HRTimeline
CENTRAL BANK & TRUST CO4,071$836K0.13%-2,35213F-HRTimeline
Checchi Capital Advisers, LLC4,046$831K0.06%+5713F-HRTimeline
STABLEFORD CAPITAL II LLC4,036$829K0.33%new13F-HRTimeline
Howard Capital Management, LLC4,025$827K0.01%+26013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,019$826K0.1%+1413F-HRTimeline
Signal Advisors Wealth, LLC4,006$823K0.09%+10013F-HRTimeline
RBF Capital, LLC4,000$822K0.04%013F-HRTimeline
Clarius Group, LLC3,990$820K0.06%+4513F-HRTimeline
Blue Trust, Inc.3,979$817K0.01%-1,51113F-HR/ATimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…3,978$817K0.01%new13F-HR/ATimelineGroup
HF Advisory Group, LLC3,932$808K0.37%-48613F-HRTimeline
Carnegie Investment Counsel3,921$805K0.02%+1,87713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…3,911$803K0.14%-8613F-HRTimeline
Outlook Wealth Advisors, LLC3,910$803K0.23%-2013F-HRTimeline
USA FINANCIAL FORMULAS3,909$803K0.13%new13F-HRTimeline
Aspire Private Capital, LLC3,905$802K0.2%-24213F-HRTimeline
Alberta Investment Management Corp3,900$801K0.01%013F-HRTimeline
Freemont Management S.A.3,900$801K0.39%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,898$801K0.2%-7413F-HRTimelineGroup
MONECO ADVISORS, LLC3,897$801K0.08%+30513F-HR/ATimeline
Madrona Financial Services, LLC3,889$799K0.22%-1613F-HRTimeline
Strategic Wealth Partners, Ltd.3,461$796K0.07%-68013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding3,867$794K+1,372Timeline
T. Rowe Price Investment Management, In…3,862$794K<0.01%+4413F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,824$789K0.02%+60313F-HRTimeline
Quadcap Wealth Management, LLC3,829$787K0.12%-413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,828$786K0.04%-40313F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust3,805$782K0.44%013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.3,804$781K0.14%new13F-HRTimeline
Legacy Wealth Management, LLC / MS3,800$781K0.31%013F-HRTimeline
Legacy Wealth Asset Management, LLC3,799$780K0.21%-17313F-HRTimeline
WESPAC Advisors SoCal, LLC3,795$780K0.18%new13F-HRTimeline
BSW Wealth Partners3,737$768K0.11%+35413F-HRTimeline
CW Advisors, LLC3,706$761K0.01%+23513F-HRTimeline
HOLDERNESS INVESTMENTS CO3,699$760K0.17%-10013F-HRTimeline
GeoWealth Management, LLC3,685$757K0.02%+18813F-HRTimeline
Impact Capital Partners LLC3,672$754K0.27%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,653$750K0.06%-42713F-HRTimeline
Citadel Investment Advisory, Inc.3,640$748K0.39%-10013F-HRTimeline
Ironsides Asset Advisors, LLC3,635$747K0.21%013F-HRTimeline
Lafayette Investments, Inc.3,599$739K0.16%013F-HRTimeline
Perigon Wealth Management, LLC3,566$736K0.02%+38413F-HRTimeline
LGT Group Foundationin group LGT Group Foundation3,579$735K0.01%-7,19313F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd3,576$735K0.01%+1,47413F-HRTimelineGroup
Miramar Capital, LLC3,575$734K0.18%013F-HRTimeline
BANK OF STOCKTON3,558$731K0.22%-32313F-HRTimeline
INCEPTIONR LLC3,520$723K0.16%new13F-HRTimeline
Heritage Wealth Advisors3,519$723K0.04%-4513F-HRTimeline
Cornerstone Select Advisors, LLC3,514$722K0.7%13F-HRTimeline
SMART Wealth LLC3,486$716K0.25%+2,27013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC3,484$716K0.63%+8513F-HRTimeline
Farringdon Capital, Ltd.3,481$715K0.3%13F-HRTimeline
KINTRA WEALTH, LLC3,481$715K0.5%-10413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,468$712K0.01%-125,30513F-HRTimelineGroup
Retireful, LLC3,467$712K0.4%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,450$709K0.08%013F-HRTimeline
GRANDFIELD & DODD, LLC3,446$708K0.04%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,433$705K0.5%-7013F-HRTimeline
Opal Wealth Advisors, LLC3,425$704K0.21%-38213F-HRTimeline
Retirement Planning Co of New England, …3,420$703K0.34%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,416$702K0.07%+90913F-HRTimeline
Michels Family Financial, LLC3,410$700K0.64%13F-HRTimeline
May Hill Capital, LLC3,409$700K0.27%13F-HRTimeline
Sargent Investment Group, LLC3,468$699K0.11%-93213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,394$697K0.06%+83513F-HRTimelineGroup
COOKSON PEIRCE & CO INC3,373$693K0.03%+6713F-HRTimeline
Clarendon Private LLC3,370$692K0.72%13F-HRTimeline
PDS Planning, Inc3,363$691K0.06%-3413F-HRTimeline
RAINIER FAMILY WEALTH INC3,350$688K0.83%13F-HRTimeline
Freestone Grove Partners LP3,326$683K0.01%13F-HRTimeline
LVZ, Inc.3,280$674K0.09%-27013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,251$668K0.01%+39113F-HRTimeline
Chung Wu Investment Group, LLC3,250$668K0.67%13F-HRTimeline
Matisse Capital3,248$667K0.34%013F-HRTimeline
Beacon Financial Advisory LLC3,244$666K0.22%+2713F-HRTimeline
Confluence Wealth Services, Inc.3,226$666K0.04%+13013F-HRTimeline
Optas, LLC3,242$666K0.14%+2613F-HRTimeline
FIRST MANHATTAN CO. LLC.3,235$665K<0.01%013F-HRTimeline
Marotta Asset Management3,211$661K0.14%013F-HRTimeline
Baader Bank Aktiengesellschaft3,208$659K0.06%-2,17213F-HRTimeline
Paragon Capital Management Ltd3,200$657K0.13%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,190$655K0.06%013F-HRTimeline
Quotient Wealth Partners, LLC3,186$654K0.02%+25613F-HRTimeline
SkyOak Wealth, LLC3,163$650K0.14%013F-HRTimeline
Riverwater Partners LLC3,163$650K0.32%-1,16513F-HRTimeline
Pointe Capital Management LLC3,158$649K0.37%+5613F-HR/ATimeline
Western Financial Corp/CA3,154$648K0.36%new13F-HRTimeline
Talon Private Wealth, LLC3,148$647K0.14%013F-HR/ATimeline
Curated Wealth Partners LLC3,145$646K0.07%+29513F-HRTimeline