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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
LEAVELL INVESTMENT MANAGEMENT, INC.3,133$644K0.03%+55013F-HRTimeline
Quantessence Capital LLC3,108$638K0.26%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,099$636K0.03%-17013F-HRTimeline
Clear Harbor Asset Management, LLC3,098$636K0.05%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC3,080$633K0.01%013F-HRTimeline
Legacy Capital Group California, Inc.3,069$630K0.19%-2813F-HRTimeline
Clearstead Trust, LLC3,049$626K0.14%-5113F-HRTimeline
Santori & Peters, Inc.3,040$624K0.24%013F-HRTimeline
NewEdge Wealth, LLC3,035$623K0.01%+1,53313F-HRTimeline
Liontrust Investment Partners LLP3,026$622K0.01%-11,08313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,005$617K0.05%+1,60713F-HRTimeline
Banco BTG Pactual S.A.2,992$616K0.14%new13F-HRTimeline
Catalyst Funds Management Pty Ltd3,000$616K0.15%-3,30013F-HRTimeline
PROMETHIUM ADVISORS,LLC3,000$616K0.42%013F-HRTimeline
Aaron Wealth Advisors LLC2,992$615K0.07%+33313F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,990$614K0.23%-42913F-HRTimeline
EPIQ PARTNERS, LLC2,978$612K0.33%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,950$606K0.02%+26413F-HRTimeline
Cordgrass Capital Advisors, LLC2,949$606K0.18%+4113F-HRTimeline
Red Door Wealth Management, LLC2,940$604K0.09%+1613F-HRTimeline
Mesirow Financial Investment Management…2,928$601K0.01%+23513F-HRTimeline
Long Run Wealth Advisors, LLC2,926$601K0.14%-1713F-HRTimeline
Apeiron RIA LLC2,925$601K0.17%-8513F-HRTimeline
FORTE CAPITAL LLC /ADV2,917$599K0.07%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,915$599K0.06%-5013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP2,902$596K0.01%-27,37013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,898$595K0.11%+7113F-HRTimeline
FINANCIAL COUNSELORS INC2,896$595K0.01%+11313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,895$595K0.26%-38513F-HRTimeline
Knights of Columbus Asset Advisors LLC2,887$593K0.04%-14313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,863$588K0.1%-2513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,859$587K0.19%013F-HRTimeline
CRA Financial Services, LLC2,857$587K0.1%+1413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,855$586K0.34%13F-HRTimeline
Resonant Capital Advisors, LLC2,851$586K0.04%-3013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,817$579K0.04%+1,45913F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC2,813$578K0.19%-25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waterloo Capital, L.P.2,804$576K0.06%-5413F-HRTimeline
Wallace Advisory Group, LLC3,192$573K0.4%-12513F-HRTimeline
Secure Asset Management, LLC2,790$573K0.09%-7,90713F-HRTimeline
Wambolt & Associates, LLC2,777$570K0.18%-5213F-HRTimeline
PFG Investments, LLC2,772$569K0.04%-3513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,762$567K0.01%-8013F-HRTimeline
Finward Bancorp2,758$567K0.49%13F-HRTimeline
Simmons Bankin group Simmons Bank2,751$565K0.04%+1,45013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…2,726$560K0.05%-2313F-HRTimeline
LEUTHOLD GROUP, LLC2,723$559K0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC2,722$559K0.04%+1613F-HRTimeline
Tributary Capital Management, LLC2,720$559K0.04%-13013F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC2,698$554K<0.01%new13F-HRTimeline
Somerset Group LLC2,689$552K0.5%-1113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,648$546K0.05%+1,46913F-HRTimeline
FLOW TRADERS U.S. LLC2,660$546K0.02%new13F-HRTimeline
CVA Family Office, LLC2,644$543K0.09%+6513F-HRTimeline
FOSTER & MOTLEY INC2,644$543K0.04%-2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,643$543K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geller Advisors LLC2,610$536K0.04%-7213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,607$536K0.08%+78613F-HRTimelineGroup
Centiva Capital, LP2,597$533K0.02%-5,31313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,588$532K0.03%+16413F-HRTimeline
Castleview Partners, LLC2,579$531K0.29%+1313F-HR/ATimeline
Trueblood Wealth Management, LLC2,582$530K0.26%013F-HRTimeline
Obermeyer Wealth Partners2,581$530K0.03%-50013F-HRTimeline
Connecticut Wealth Management, LLC2,569$528K0.03%+18413F-HRTimeline
TRUST POINT INC.2,564$527K0.04%+25413F-HRTimeline
Jackson Wealth Management, LLC2,557$525K0.06%new13F-HRTimeline
Andina Capital Management, LLC2,551$524K0.43%+10513F-HRTimeline
Carrera Capital Advisors2,550$524K0.12%-9,58013F-HRTimeline
Moss Adams Wealth Advisors LLC2,546$523K0.06%+3813F-HRTimeline
Northwest Bancshares, Inc.2,541$522K0.1%013F-HRTimeline
WBH ADVISORY INC2,520$518K0.05%+2713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP2,505$515K0.01%-41,00313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Premier Path Wealth Partners, LLC2,486$511K0.08%+6313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,477$510K0.04%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,458$505K0.04%new13F-HRTimeline
Janney Capital Management LLC2,440$501K0.03%013F-HRTimeline
Adero Partners, LLC2,435$500K0.03%+6513F-HRTimeline
One Wealth Advisors, LLC2,431$499K0.07%-30513F-HRTimeline
Marcum Wealth, LLC2,413$496K0.04%+56313F-HRTimeline
CM WEALTH ADVISORS LLC2,410$495K0.16%013F-HRTimeline
MEYER HANDELMAN CO2,400$493K0.02%013F-HRTimeline
Corundum Group, Inc.2,400$493K0.18%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,387$490K0.14%-4013F-HRTimeline
Venture Visionary Partners LLC2,384$490K0.02%+5013F-HR/ATimeline
M3 Advisory Group, LLC2,383$489K0.35%-1413F-HRTimeline
Sage Mountain Advisors LLC2,382$489K0.04%+6313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,382$489K<0.01%-2813F-HRTimelineGroup
Cornerstone Wealth Group, LLC2,378$488K0.04%+7513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,376$488K0.26%013F-HRTimeline
First National Bank of Mount Dora, Trus…2,368$486K0.11%-12713F-HRTimeline
IHT Wealth Management, LLC2,363$485K0.02%-69313F-HRTimeline
Proficio Capital Partners LLC2,361$485K0.04%+77513F-HR/ATimeline
First Bank & Trust2,350$483K0.09%+48213F-HRTimeline
Arkadios Wealth Advisors2,344$482K0.03%-17313F-HRTimeline
Regent Peak Wealth Advisors LLC2,344$482K0.11%+113F-HR/ATimeline
Belpointe Asset Management LLC2,757$481K0.03%+2913F-HRTimeline
D.B. Root & Company, LLC2,317$476K0.15%-39413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,299$472K0.09%-2513F-HRTimeline
Bison Wealth, LLC2,299$472K0.1%+11613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,297$472K0.42%13F-HRTimeline
Center for Financial Planning, Inc.2,297$472K0.06%013F-HRTimeline
Ipswich Investment Management Co., Inc.2,295$471K0.11%013F-HRTimeline
West Coast Financial LLC2,292$471K0.05%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,282$469K0.22%-37213F-HRTimeline
State of Wyoming2,269$466K0.06%+1,67813F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,258$464K0.02%+83113F-HRTimeline
Cornell Pochily Investment Advisors, In…2,255$463K0.16%-3013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,250$462K0.04%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,243$461K0.05%-46613F-HRTimeline
WealthBridge Capital Management, LLC2,229$458K0.13%013F-HRTimeline
Horan Securities, Inc.2,219$456K0.17%-1313F-HRTimeline
Beaumont Financial Advisors, LLC2,210$454K0.03%new13F-HRTimeline
Independence Bank of Kentucky2,206$453K0.07%-10513F-HRTimeline
Berry Wealth Group, LP2,204$453K0.33%+11013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,201$452K0.06%-1813F-HRTimelineGroup
L2 Asset Management, LLC2,191$450K0.1%-13113F-HRTimeline
Dechtman Wealth Management, LLC2,188$449K0.09%013F-HRTimeline
Gryphon Financial Partners LLC2,184$449K0.06%-2413F-HRTimeline
Aveo Capital Partners, LLC2,181$448K0.05%-413F-HRTimeline
Teza Capital Management LLC2,177$447K0.07%013F-HRTimeline
Vantage Financial Partners, LLC2,173$446K0.11%-36713F-HRTimeline
Western Pacific Wealth Management, LP2,172$446K0.36%+71013F-HRTimeline
Permanent Capital Management, LP2,168$445K0.14%13F-HRTimeline
West Family Investments, Inc.2,161$444K0.15%-3013F-HRTimeline
Catalina Capital Group, LLC2,160$444K0.15%+4813F-HRTimeline
Scientech Research LLC2,159$444K0.13%new13F-HRTimeline
Peterson Wealth Services2,158$443K0.13%-35313F-HRTimeline
Boit C F David2,150$442K0.18%013F-HRTimeline
Compound Global Advisors, LLC2,150$442K1.8%13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,144$440K0.25%-413F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC2,142$440K0.18%+39413F-HRTimeline
Zions Bancorporation, N.A.2,141$440K0.03%+1,43113F-HRTimeline
Fielder Capital Group LLC2,139$439K0.14%-613F-HRTimeline
Valmark Advisers, Inc.2,136$439K0.01%-85913F-HRTimeline
Csenge Advisory Group2,134$438K0.02%-49413F-HRTimeline
SEEDS INVESTOR LLC2,112$434K0.12%+7513F-HRTimeline
Western Wealth Management, LLC2,111$434K0.03%-7013F-HR/ATimeline
Uncommon Cents Investing LLC2,100$431K0.13%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,093$430K0.01%-3713F-HRTimeline
One Wealth Map LLC1,846$429K0.26%-25113F-HRTimeline
DAVIS R M INC2,083$428K0.01%new13F-HRTimeline
BLALOCK WILLIAMS, LLC2,080$427K0.5%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,076$426K0.04%-6213F-HRTimelineGroup
Cable Hill Partners, LLC2,073$426K0.04%013F-HRTimeline
Capital Asset Advisory Services LLC2,032$424K0.02%013F-HRTimeline
Sugarloaf Wealth Management, LLC2,062$423K0.08%+4113F-HRTimeline
Avitas Wealth Management LLC2,046$420K0.06%-5113F-HRTimeline
Strategic Blueprint, LLC2,040$419K0.02%-6513F-HRTimeline
ORG Partners LLC2,039$419K0.06%-2213F-HRTimeline
Kenora Financial, LLC2,027$416K0.17%-8213F-HRTimeline
NIXON PEABODY TRUST CO2,008$412K0.03%+3313F-HRTimeline
Archer Investment Corp2,003$411K0.11%+48513F-HRTimeline
CASTLEARK MANAGEMENT LLC2,000$411K0.01%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,000$411K0.11%new13F-HRTimeline
Biltmore Family Office, LLC2,000$411K0.07%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,000$411K1.04%13F-HRTimeline
Legacy Financial Advisors, Inc.2,000$411K0.07%-17313F-HRTimeline
WEALTH ALLIANCE, LLC1,988$408K0.05%+6613F-HRTimeline
Claro Advisors Inc.1,982$407K0.06%-10613F-HRTimeline
Kaizen Financial Strategies1,976$406K0.23%-4013F-HRTimeline
Icon Wealth Advisors, LLC1,975$406K0.03%-1913F-HRTimeline
Quent Capital, LLC1,972$405K0.04%+1413F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,969$404K0.16%013F-HRTimeline
OPTIMIZE FINANCIAL INC.1,969$404K0.3%13F-HRTimeline
Cascade Financial Partners, LLC1,958$402K0.05%+2813F-HRTimeline
Wealth Management Associates, Inc.1,950$401K0.17%013F-HRTimeline
Advisory Alpha, LLC1,946$400K0.01%+44013F-HRTimeline
Bigelow Investment Advisors, LLC1,939$398K0.19%+29013F-HRTimeline
Hickory Point Bank & Trust1,937$398K0.35%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,934$397K<0.01%-71213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,918$394K0.17%+74013F-HRTimeline
Keystone Financial Services1,917$394K0.15%-10613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,902$391K0.05%+15613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,902$391K0.04%-2513F-HRTimelineGroup
WMS Partners, LLC1,900$390K0.02%+58613F-HRTimeline
Highlander Partners, L.P.1,900$390K0.22%013F-HRTimeline
Arete Wealth Advisors, LLC1,881$387K0.03%+26113F-HRTimeline
SIMON QUICK ADVISORS, LLC1,882$387K0.02%-22413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,882$387K0Timeline
DEARBORN PARTNERS LLC1,879$386K0.02%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,873$385K0.24%+27313F-HRTimelineGroup
AXS Investments LLC1,860$382K0.11%new13F-HRTimeline
Palogic Value Management, L.P.1,857$381K0.15%+2913F-HR/ATimeline
Monterey Private Wealth, Inc.1,848$380K0.13%013F-HRTimeline
CoreCap Advisors, LLC1,847$379K0.02%-26013F-HRTimeline
Old Port Advisors1,838$378K0.11%013F-HRTimeline
MATHER GROUP, LLC.1,834$377K<0.01%-22413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,830$376K0.05%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,818$373K0.03%013F-HRTimeline
Edge Capital Group, LLC1,816$373K0.02%013F-HRTimeline
Phillips Wealth Planners LLC1,852$371K0.37%+4713F-HRTimeline
Cromwell Holdings LLC1,807$371K0.21%013F-HRTimeline
Greenspring Advisors, LLC1,800$370K0.08%-17113F-HRTimeline
RMR Wealth Builders1,799$370K0.04%-813F-HR/ATimeline
CERTUITY, LLC1,789$367K0.04%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,782$366K0.04%+6713F-HRTimeline
MITCHELL SINKLER & STARR/PA1,767$363K0.1%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,764$362K0.01%013F-HRTimeline
Accredited Investors Inc.1,759$361K0.02%new13F-HRTimeline
Rossby Financial, LCC1,754$360K0.23%13F-HRTimeline