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Disclosery

FISV FISERV INC

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COM (common), issuer CIK 798354

1,910 managers (1,942 13F filers) reported a position in FISV shares at 2025-03-31, 509,873,073 shares in all. 145 filers opened a position and 101 filers sold out during the quarter.

Managers
1,910
13F filers
1,942
New
145
Added
638
Reduced
836
Sold out
101
Shares held by filers
509,873,073

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Allred Capital Management, LLC5,375$1.19M0.47%+45413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,374$1.19M0.07%+4,25713F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC5,307$1.17M0.01%+69813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,292$1.17M0.03%-13213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,288$1.17M0.02%+1613F-HRTimelineGroup
Everhart Financial Group, Inc.5,284$1.17M0.16%+59813F-HRTimeline
Park Place Capital Corp5,263$1.16M0.32%-2,29613F-HRTimeline
Portfolio Design Labs, LLC5,214$1.15M0.24%-11,54113F-HRTimeline
Dynamic Advisor Solutions LLC5,208$1.15M0.04%-85413F-HRTimeline
Unigestion Holding SA5,201$1.15M0.07%new13F-HRTimeline
Certified Advisory Corp5,201$1.15M0.13%-51613F-HRTimeline
Trivant Custom Portfolio Group, LLC5,163$1.14M0.66%+9313F-HRTimeline
Leonteq Securities AG5,115$1.13M0.09%+26113F-HRTimeline
Capital Investment Advisors, LLC5,109$1.13M0.02%+20313F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,069$1.12M0.04%+5,06313F-HRTimeline
FORBES J M & CO LLP5,066$1.12M0.11%-25513F-HRTimeline
Mesirow Financial Investment Management…5,066$1.12M0.02%+2,13813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,062$1.12M0.06%+78713F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,004$1.11M0.43%-18913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,001$1.1M0.14%-27713F-HRTimeline
SummitTX Capital, L.P.4,992$1.1M0.05%13F-HRTimeline
Baker Avenue Asset Management, LP4,990$1.1M0.03%+19513F-HRTimeline
Sky Investment Group LLC4,969$1.1M0.2%+86113F-HRTimeline
Semmax Financial Advisors Inc.5,961$1.1M0.3%-46813F-HRTimeline
Sandy Cove Advisors, LLC4,968$1.1M0.44%+3413F-HRTimeline
Blue Trust, Inc.4,961$1.1M0.01%+98213F-HRTimeline
GM Advisory Group, LLC4,944$1.09M0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,912$1.08M0.07%+6613F-HRTimelineGroup
United Super Pty Ltd in its capacity as…4,900$1.08M0.04%-40013F-HRTimeline
Neumann Capital Management, LLC4,890$1.08M0.37%013F-HRTimeline
BEACON FINANCIAL GROUP4,867$1.07M0.12%-18413F-HRTimeline
USA FINANCIAL FORMULAS4,836$1.07M0.18%+92713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV4,824$1.07M0.75%-31113F-HRTimeline
Westbourne Investment Advisors, Inc.4,815$1.06M0.38%013F-HRTimeline
Hilton Capital Management, LLC4,805$1.06M0.09%new13F-HRTimeline
Cape Investment Advisory, Inc.4,789$1.06M0.42%-38413F-HRTimeline
Meridian Wealth Management, LLC4,784$1.06M0.05%-6713F-HRTimeline
CONNING INC.in group CONNING INC.4,768$1.05M0.04%-68213F-HRTimelineGroup
Principle Wealth Partners LLC4,763$1.05M0.08%013F-HRTimeline
WESPAC Advisors SoCal, LLC4,753$1.05M0.27%+95813F-HRTimeline
IFC Advisors LLC4,722$1.04M0.22%+10713F-HRTimeline
Aventura Private Wealth, LLC4,722$1.04M0.55%+33113F-HRTimeline
One Wealth Advisors, LLC4,708$1.04M0.16%+2,27713F-HRTimeline
ARIEL INVESTMENTS, LLC4,706$1.04M0.01%+2513F-HRTimeline
1ST SOURCE BANK4,701$1.04M0.06%+113F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,694$1.04M0.02%+87013F-HRTimeline
Journey Advisory Group, LLC4,694$1.04M0.08%new13F-HRTimeline
Regal Investment Advisors LLC4,693$1.04M0.08%+4013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,654$1.03M0.02%+1,18613F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS4,615$1.02M0.48%-17513F-HRTimeline
Schechter Investment Advisors, LLC4,614$1.02M0.08%-88413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,614$1.02M0.01%+4,43613F-HRTimelineGroup
Crumly & Associates Inc.4,613$1.02M0.28%+6013F-HRTimeline
Drake & Associates, LLC4,606$1.02M0.29%+71013F-HRTimeline
GPS Wealth Strategies Group, LLC4,594$1.01M0.14%-21113F-HRTimeline
Mutual Advisors, LLC5,706$1.01M0.03%-9613F-HRTimeline
Sargent Investment Group, LLC4,579$1.01M0.16%+1,11113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,577$1.01M0.27%-1,01713F-HRTimeline
Advisors Capital Management, LLC4,562$1.01M0.02%-5413F-HRTimeline
Cyrus J. Lawrence, LLC4,562$1.01M3.81%-80,42813F-HRTimeline
Foundations Investment Advisors, LLC4,560$1.01M0.02%-1813F-HRTimeline
Ellis Investment Partners, LLC4,545$1M0.21%-6613F-HRTimeline
CoreCap Advisors, LLC4,543$1M0.04%+2,69613F-HRTimeline
Spectrum Wealth Counsel, LLC4,540$1M0.12%new13F-HRTimeline
Abacus Wealth Partners, LLC4,534$1M0.15%+3,20513F-HRTimeline
B. Riley Wealth Advisors, Inc.4,525$999K0.03%-4,50313F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,622$999K0.02%+38213F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding4,521$998K+654Timeline
Ellevest, Inc.4,488$991K0.07%-10613F-HRTimeline
AlphaQuest LLC4,478$989K0.11%+2,86813F-HRTimeline
BFSG, LLC4,458$984K0.12%-63113F-HRTimeline
Aspire Growth Partners LLC5,392$982K0.87%+19513F-HRTimeline
Copperleaf Capital, LLC4,444$981K0.59%-5213F-HRTimeline
Gen-Wealth Partners Inc4,437$980K0.41%+28313F-HRTimeline
Rehmann Capital Advisory Group4,430$978K0.06%-1,06513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,401$972K0.12%013F-HRTimeline
Darwin Wealth Management, LLC4,721$970K0.33%013F-HRTimeline
Friedenthal Financial4,386$969K0.58%+4,14613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,385$968K0.06%013F-HRTimeline
JSF Financial, LLC4,378$967K0.26%new13F-HRTimeline
Blume Capital Management, Inc.4,369$965K0.22%-13,51713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,341$959K0.05%+51313F-HRTimelineGroup
SCS Capital Management LLC4,340$958K0.01%new13F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/4,319$954K0.29%-26413F-HRTimeline
Clear Harbor Asset Management, LLC4,313$952K0.08%+1,21513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,300$952K0.09%-1,41313F-HR/ATimeline
RENASANT BANK4,305$951K0.63%-35913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,280$945K0.2%013F-HRTimeline
Carnegie Investment Counsel4,706$944K0.02%+78513F-HRTimeline
Caldwell Trust Co4,270$943K0.1%+6213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP4,265$942K0.02%013F-HRTimelineGroup
Fieldview Capital Management, LLC4,243$937K0.13%new13F-HRTimeline
Prasad Wealth Partners, LLC4,229$934K0.3%-10813F-HRTimeline
HMV Wealth Advisors, LLC4,228$934K0.74%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,224$933K0.04%-8413F-HRTimelineGroup
Stonebridge Capital Advisors LLC4,220$932K0.08%+913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,188$925K0.1%+77213F-HRTimeline
CRUX WEALTH ADVISORS4,178$923K0.48%-88613F-HRTimeline
Avestar Capital, LLC4,170$921K0.09%-33513F-HRTimeline
Chesapeake Wealth Management4,168$920K0.33%-49613F-HRTimeline
Net Worth Advisory Group4,155$917K0.29%-1213F-HRTimeline
Clarendon Private LLC4,144$915K0.97%+77413F-HRTimeline
Aurora Investment Counsel4,134$913K0.51%-9613F-HRTimeline
Parkside Financial Bank & Trust4,172$912K0.12%+6313F-HRTimeline
AE Wealth Management LLC4,116$909K0.01%-2,31313F-HRTimeline
COOKSON PEIRCE & CO INC4,109$907K0.05%+73613F-HRTimeline
Aspire Private Capital, LLC4,101$906K0.23%+19613F-HRTimeline
Confluence Wealth Services, Inc.4,151$901K0.06%+92513F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,076$900K0.49%-30713F-HRTimeline
CENTRAL BANK & TRUST CO4,071$899K0.15%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,036$891K0.11%+1713F-HRTimeline
Checchi Capital Advisers, LLC4,027$889K0.06%-1913F-HRTimeline
ERn Financial, LLC4,015$887K0.14%-23213F-HRTimeline
RBF Capital, LLC4,000$883K0.06%013F-HRTimeline
CFO4Life Group, LLC3,960$874K0.15%-48713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,949$872K0.07%-17713F-HR/ATimeline
Sompo Asset Management Co., Ltd.3,940$870K0.16%+2,42013F-HRTimeline
Clarius Group, LLC3,933$869K0.05%-5713F-HRTimeline
DOHJ, LLC3,929$868K0.2%-19413F-HRTimeline
MONECO ADVISORS, LLC3,926$867K0.09%+2913F-HR/ATimeline
Allen Mooney & Barnes Investment Adviso…3,911$864K0.14%013F-HRTimeline
Alberta Investment Management Corp3,900$861K0.01%013F-HRTimeline
Madrona Financial Services, LLC3,881$857K0.24%-813F-HRTimeline
T. Rowe Price Investment Management, In…3,863$854K<0.01%+113F-HRTimeline
Outlook Wealth Advisors, LLC3,866$854K0.24%-4413F-HRTimeline
HF Advisory Group, LLC3,862$853K0.37%-7013F-HRTimeline
Intellectus Partners, LLC3,838$848K0.21%-58713F-HRTimeline
Quadcap Wealth Management, LLC3,821$844K0.12%-813F-HRTimeline
Citizens National Bank Trust Department3,815$842K0.18%-38513F-HRTimeline
STABLEFORD CAPITAL II LLC4,037$842K0.36%+113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,805$840K0.49%013F-HRTimelineGroup
SMART Wealth LLC3,789$837K0.3%+30313F-HRTimeline
Lafayette Investments, Inc.3,788$837K0.18%+18913F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,784$836K0.02%-48,76813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,752$829K0.01%new13F-HRTimelineGroup
Legacy Wealth Asset Management, LLC3,739$826K0.23%-6013F-HRTimeline
Drucker Wealth 3.0, LLC3,710$819K0.18%-95813F-HRTimeline
GeoWealth Management, LLC3,677$812K0.03%-813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,653$807K0.07%013F-HRTimeline
Calydon Capital3,645$805K0.15%-51413F-HRTimeline
Cornerstone Select Advisors, LLC3,642$804K0.76%+12813F-HRTimeline
Bridgewater Advisors Inc.4,331$802K0.07%new13F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…3,605$796K0.04%new13F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd3,583$791K0.01%+713F-HRTimelineGroup
Miramar Capital, LLC3,575$789K0.19%013F-HRTimeline
Chung Wu Investment Group, LLC3,560$786K0.94%+31013F-HRTimeline
Citadel Investment Advisory, Inc.3,550$784K0.38%-9013F-HRTimeline
May Hill Capital, LLC3,527$779K0.29%+11813F-HRTimeline
Heritage Wealth Advisors3,516$776K0.04%-313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,513$776K<0.01%-121,61313F-HRTimelineGroup
BSW Wealth Partners3,509$775K0.12%-22813F-HRTimeline
Impact Capital Partners LLC3,504$774K0.28%-16813F-HRTimeline
Freemont Management S.A.3,500$773K0.3%-40013F-HRTimeline
Perigon Wealth Management, LLC3,487$770K0.02%-7913F-HRTimeline
Howard Capital Management, LLC3,483$769K0.02%-54213F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,454$763K0.59%+2113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,450$762K0.09%013F-HRTimeline
GRANDFIELD & DODD, LLC3,446$761K0.05%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,432$758K0.14%-69013F-HRTimeline
Quotient Wealth Partners, LLC3,429$757K0.02%+24313F-HRTimeline
PDS Planning, Inc3,421$755K0.06%+5813F-HRTimeline
Retirement Planning Co of New England, …3,415$754K0.38%-513F-HR/ATimeline
Western Financial Corp/CA3,409$753K0.44%+25513F-HRTimeline
HOLDERNESS INVESTMENTS CO3,361$742K0.17%-33813F-HRTimeline
Baader Bank Aktiengesellschaft3,382$738K0.07%+17413F-HRTimeline
Michels Family Financial, LLC3,340$738K0.67%-7013F-HRTimeline
Opal Wealth Advisors, LLC3,322$734K0.23%-10313F-HRTimeline
WHITTIER TRUST CO3,313$732K0.01%-1,99913F-HRTimeline
Beacon Financial Advisory LLC3,303$729K0.22%+5913F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC3,287$726K0.02%-2,91813F-HRTimeline
Optas, LLC3,282$725K0.13%+4013F-HRTimeline
LVZ, Inc.3,280$724K0.1%013F-HRTimeline
R Squared Ltd3,280$724K0.77%+2,57013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWIN CITY PRIVATE WEALTH, LLC3,265$721K0.63%-21913F-HRTimeline
Matisse Capital3,248$717K0.38%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,235$714K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,227$713K0.06%-16713F-HRTimelineGroup
Sowell Financial Services LLC3,226$712K0.03%new13F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…3,209$709K0.01%-76913F-HR/ATimelineGroup
RAINIER FAMILY WEALTH INC3,208$708K0.83%-14213F-HRTimeline
Paragon Capital Management Ltd3,200$707K0.14%013F-HRTimeline
Virtue Capital Management, LLC3,187$703K0.08%+2,12513F-HRTimeline
Aaron Wealth Advisors LLC3,185$703K0.08%+19313F-HRTimeline
Curated Wealth Partners LLC3,182$703K0.09%+3713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,179$702K0.07%-1113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,177$702K0.03%+4413F-HRTimeline
Pointe Capital Management LLC3,158$697K0.41%013F-HRTimeline
Talon Private Wealth, LLC3,148$695K0.09%013F-HRTimeline
Belpointe Asset Management LLC3,124$690K0.04%+36713F-HRTimeline
GWN SECURITIES INC.3,113$687K0.04%new13F-HRTimeline
Simmons Bankin group Simmons Bank3,111$687K0.05%+36013F-HRTimelineGroup
SkyOak Wealth, LLC3,097$684K0.15%-6613F-HRTimeline
RIVERBRIDGE PARTNERS LLC3,080$680K0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,823$679K0.07%-5913F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,068$678K0.22%+25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vestmark Advisory Solutions, Inc.3,052$674K0.02%+1,68413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,045$672K0.01%-2,01913F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC3,027$668K0.12%+12913F-HRTimeline
Clearstead Trust, LLC3,024$668K0.15%-2513F-HRTimeline
PROMETHIUM ADVISORS,LLC3,000$662K0.42%013F-HRTimeline