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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
Legacy Wealth Management, LLC / MS3,000$662K0.22%-80013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,996$662K0.14%new13F-HRTimeline
Long Run Wealth Advisors, LLC2,989$660K0.15%+6313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,972$658K0.04%+1,43513F-HRTimelineGroup
EPIQ PARTNERS, LLC2,978$658K0.35%013F-HRTimeline
Resonant Capital Advisors, LLC2,978$658K0.05%+12713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,973$657K0.28%+1,10013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,965$655K0.04%+37713F-HRTimeline
BANK OF STOCKTON2,945$650K0.21%-61313F-HRTimeline
NewEdge Wealth, LLC2,941$649K0.01%-9413F-HRTimeline
Legacy Capital Group California, Inc.2,934$648K0.23%-13513F-HRTimeline
Savvy Advisors, Inc.2,919$645K0.06%+1,46213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,914$643K0.04%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,910$643K0.03%-18913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,908$642K0.07%-713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,893$639K0.02%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,863$632K0.12%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,857$631K0.57%+56013F-HRTimeline
CRA Financial Services, LLC2,857$631K0.11%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,855$630K0.27%013F-HR/ATimeline
Knights of Columbus Asset Advisors LLC2,846$628K0.04%-4113F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,840$627K0.25%-15013F-HRTimeline
Red Door Wealth Management, LLC2,834$626K0.09%-10613F-HRTimeline
Beaumont Financial Advisors, LLC2,833$626K0.05%+62313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,832$625K0.02%+7013F-HRTimeline
LITTLE HOUSE CAPITAL LLC2,820$623K0.17%new13F-HRTimeline
Apeiron RIA LLC2,810$621K0.19%-11513F-HRTimeline
Trueblood Wealth Management, LLC2,801$619K0.29%+21913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,830$612K0.06%+18213F-HR/ATimeline
SIMON QUICK ADVISORS, LLC2,762$610K0.03%+88013F-HRTimeline
Finward Bancorp2,758$609K0.53%013F-HRTimeline
Wallace Advisory Group, LLC2,964$609K0.42%-22813F-HRTimeline
WEALTH ALLIANCE, LLC2,746$606K0.07%+75813F-HRTimeline
Premier Path Wealth Partners, LLC2,745$606K0.09%+25913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,734$604K0.06%+813F-HRTimeline
RWA WEALTH PARTNERS, LLC2,731$603K0.01%-52013F-HRTimeline
FORTE CAPITAL LLC /ADV2,727$602K0.07%-19013F-HRTimeline
CVA Family Office, LLC2,709$598K0.09%+6513F-HRTimeline
Somerset Group LLC2,689$594K0.54%013F-HRTimeline
Cornerstone Wealth Group, LLC2,681$592K0.05%+30313F-HRTimeline
Sage Mountain Advisors LLC2,663$588K0.04%+28113F-HRTimeline
KINTRA WEALTH, LLC2,663$588K0.4%-81813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,655$586K0.27%-24013F-HRTimeline
LEUTHOLD GROUP, LLC2,650$585K0.08%-7313F-HRTimeline
Kenora Financial, LLC2,635$582K0.24%+60813F-HRTimeline
Tributary Capital Management, LLC2,630$581K0.05%-9013F-HRTimeline
FOSTER & MOTLEY INC2,625$580K0.04%-1913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,623$579K0.23%+1,43013F-HRTimeline
Marotta Asset Management3,211$577K0.11%013F-HRTimeline
Ironsides Asset Advisors, LLC2,610$576K0.17%-1,02513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,607$576K0.08%013F-HRTimelineGroup
PEOPLES BANK /OH2,605$575K0.38%-4,16513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,593$573K0.28%new13F-HRTimeline
PRIVATE TRUST CO NA2,591$572K0.06%+34813F-HRTimeline
Riverwater Partners LLC2,591$572K0.29%-57213F-HRTimeline
Connecticut Wealth Management, LLC2,568$567K0.03%-113F-HRTimeline
Signal Advisors Wealth, LLC2,567$567K0.06%-1,43913F-HRTimeline
FINANCIAL COUNSELORS INC2,560$565K0.01%-33613F-HRTimeline
PFG Investments, LLC2,557$565K0.04%-21513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,546$562K<0.01%-147,44213F-HRTimelineGroup
Northwest Bancshares, Inc.2,541$561K0.1%013F-HRTimeline
Santori & Peters, Inc.2,523$557K0.22%-51713F-HRTimeline
WBH ADVISORY INC2,520$556K0.05%013F-HRTimeline
SEEDS INVESTOR LLC2,514$555K0.16%+40213F-HRTimeline
Arkadios Wealth Advisors2,513$555K0.02%+16913F-HRTimeline
Proficio Capital Partners LLC2,512$555K0.04%+15113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,508$554K0.05%+3113F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,502$553K0.02%+24413F-HRTimeline
First Bank & Trust2,492$550K0.11%+14213F-HRTimeline
Adero Partners, LLC2,490$550K0.04%+5513F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC2,470$545K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC2,445$540K0.12%-2,95813F-HRTimeline
Janney Capital Management LLC2,440$539K0.04%013F-HRTimeline
Venture Visionary Partners LLC2,437$538K0.02%+5313F-HRTimeline
Marcum Wealth, LLC2,419$534K0.05%+613F-HRTimeline
CM WEALTH ADVISORS LLC2,410$532K0.17%013F-HRTimeline
L2 Asset Management, LLC2,408$532K0.11%+21713F-HRTimeline
MEYER HANDELMAN CO2,400$530K0.02%013F-HRTimeline
Corundum Group, Inc.2,400$530K0.25%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,388$527K0.04%-7013F-HRTimeline
FAIRFIELD, BUSH & CO.2,385$527K0.33%+93513F-HRTimeline
IHT Wealth Management, LLC2,384$526K0.02%+2113F-HRTimeline
CSS LLC/IL2,380$526K0.04%-3,18013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,376$525K0.29%013F-HRTimeline
GTS SECURITIES LLC2,373$524K0.02%-2,21813F-HRTimeline
DAVIS R M INC2,349$519K0.01%+26613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,347$518K0.15%-4013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,338$516K0.01%new13F-HRTimelineGroup
Berry Wealth Group, LP2,331$515K0.4%+12713F-HRTimeline
Regent Peak Wealth Advisors LLC2,329$514K0.12%-1513F-HRTimeline
3Chopt Investment Partners, LLC2,319$512K0.13%new13F-HRTimeline
Center for Financial Planning, Inc.2,315$511K0.07%+1813F-HRTimeline
Wambolt & Associates, LLC2,302$511K0.17%-47513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,299$508K0.11%013F-HRTimeline
West Coast Financial LLC2,292$506K0.06%013F-HRTimeline
BLALOCK WILLIAMS, LLC2,286$505K0.57%+20613F-HRTimeline
Jackson Wealth Management, LLC2,281$504K0.06%-27613F-HRTimeline
Global Assets Advisory, LLC2,403$503K0.09%new13F-HRTimeline
Breakwater Capital Group2,273$502K0.09%+1,12813F-HRTimeline
Scientech Research LLC2,268$501K0.13%+10913F-HRTimeline
M3 Advisory Group, LLC2,259$499K0.39%-12413F-HRTimeline
D.B. Root & Company, LLC2,257$498K0.16%-6013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,250$497K0.06%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…2,238$494K0.21%-5,09413F-HRTimeline
Legacy Financial Advisors, Inc.2,237$494K0.08%+23713F-HRTimeline
WealthBridge Capital Management, LLC2,229$492K0.14%013F-HRTimeline
Western Wealth Management, LLC2,210$488K0.03%+9913F-HRTimeline
Advisory Alpha, LLC2,180$481K0.02%+23413F-HR/ATimeline
Teza Capital Management LLC2,177$481K0.22%013F-HRTimeline
Cornell Pochily Investment Advisors, In…2,170$479K0.17%-8513F-HRTimeline
OLD NATIONAL BANCORP /IN/2,163$478K0.01%+7013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,153$475K0.02%-49013F-HRTimeline
Boit C F David2,150$475K0.24%013F-HRTimeline
Fielder Capital Group LLC2,139$472K0.14%013F-HRTimeline
Rossby Financial, LCC2,647$470K0.2%+89313F-HRTimeline
Parallax Volatility Advisers, L.P.2,117$467K0.02%+1,46413F-HRTimeline
Uncommon Cents Investing LLC2,100$464K0.14%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,099$464K0.27%-4513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC2,091$462K0.05%-45513F-HRTimeline
Peterson Wealth Services2,089$461K0.14%-6913F-HRTimeline
Gryphon Financial Partners LLC2,088$461K0.07%-9613F-HRTimeline
Vantage Financial Partners, LLC2,085$460K0.11%-8813F-HRTimeline
Callan Capital, LLC2,074$458K0.03%+34513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,075$458K<0.01%-30713F-HRTimelineGroup
Quent Capital, LLC2,070$457K0.05%+9813F-HRTimeline
MATHER GROUP, LLC.2,052$453K0.01%+21813F-HRTimeline
Independence Bank of Kentucky2,041$451K0.07%-16513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,023$447K0.06%-17813F-HRTimelineGroup
Waldron Private Wealth LLC2,022$447K0.02%-2,92313F-HRTimeline
Archer Investment Corp2,015$445K0.12%+1213F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,014$445K0.18%-12813F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,018$444K0.2%+10013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,007$443K0.02%+42613F-HR/ATimeline
CASTLEARK MANAGEMENT LLC2,000$442K0.02%013F-HRTimeline
Biltmore Family Office, LLC2,000$442K0.08%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,000$442K1%013F-HRTimeline
Capital Asset Advisory Services LLC1,952$441K0.02%-8013F-HRTimeline
Claro Advisors Inc.1,977$437K0.06%-513F-HRTimeline
Hickory Point Bank & Trust1,972$435K0.38%+3513F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,969$435K0.17%013F-HRTimeline
LSV ASSET MANAGEMENT1,964$434K<0.01%-6,26813F-HRTimeline
Bigelow Investment Advisors, LLC1,961$433K0.21%+2213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,955$432K0.04%-12113F-HRTimelineGroup
Wealth Management Associates, Inc.1,950$431K0.18%013F-HRTimeline
Palogic Value Management, L.P.1,948$430K0.19%+9113F-HR/ATimeline
AXS Investments LLC1,940$428K0.12%+8013F-HRTimeline
Valmark Advisers, Inc.1,929$426K0.01%-20713F-HRTimeline
West Family Investments, Inc.1,924$425K0.16%-23713F-HRTimeline
NIXON PEABODY TRUST CO1,916$423K0.04%-9213F-HRTimeline
First National Bank of Mount Dora, Trus…1,911$422K0.1%-45713F-HRTimeline
Icon Wealth Advisors, LLC1,909$422K0.03%-6613F-HRTimeline
Obermeyer Wealth Partners1,907$421K0.02%-67413F-HRTimeline
Highlander Partners, L.P.1,900$420K0.26%013F-HRTimeline
Strategic Blueprint, LLC1,894$418K0.02%-14613F-HRTimeline
Heartland Bank & Trust Co1,889$417K0.21%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,884$416K<0.01%-5013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,882$416K0Timeline
Versor Investments LP1,881$415K0.07%new13F-HRTimeline
DEARBORN PARTNERS LLC1,879$415K0.02%013F-HRTimeline
TRUST POINT INC.1,867$412K0.04%-69713F-HRTimeline
Accredited Investors Inc.1,863$411K0.03%+10413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,852$409K0.04%-5013F-HRTimelineGroup
Plancorp, LLC1,851$409K0.02%new13F-HRTimeline
Monterey Private Wealth, Inc.1,850$409K0.12%+213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,847$408K0.04%+13113F-HRTimelineGroup
NTV Asset Management LLC1,839$406K0.05%+61113F-HRTimeline
Crewe Advisors LLC1,831$404K0.06%+39313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,830$404K0.05%013F-HRTimeline
RMR Wealth Builders1,829$404K0.04%+3013F-HRTimeline
Plan A Wealth LLC1,823$403K0.31%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,818$401K0.03%013F-HRTimeline
Sivia Capital Partners, LLC1,814$401K0.19%+13313F-HRTimeline
Phillips Wealth Planners LLC1,922$400K0.42%+7013F-HRTimeline
Cromwell Holdings LLC1,807$399K0.26%013F-HRTimeline
Arete Wealth Advisors, LLC1,788$395K0.03%-9313F-HRTimeline
Cascade Financial Partners, LLC1,780$393K0.05%-17813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,776$392K0.01%+21413F-HRTimelineGroup
AlphaCore Capital LLC1,775$392K0.03%+36013F-HRTimeline
Quantum Financial Planning Services, In…1,765$390K0.21%+16113F-HRTimeline
Old Port Advisors1,763$389K0.12%-7513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,756$388K0.03%-1,24913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,755$388K0.03%+5013F-HRTimeline
Permanent Capital Management, LP1,753$387K0.11%-41513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,752$387K0.05%-15013F-HRTimeline
SeaCrest Wealth Management, LLC1,745$385K0.04%-3713F-HRTimeline
Tranquilli Financial Advisor LLC1,743$385K0.24%+7413F-HRTimeline
Goldstein Advisors, LLC1,742$385K0.06%+2013F-HRTimeline
BOK Financial Private Wealth, Inc.1,741$384K0.03%-1113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC1,741$384K0.2%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,739$384K0.1%013F-HRTimeline
Keystone Financial Services1,737$384K0.15%-18013F-HRTimeline
Kaizen Financial Strategies1,735$383K0.22%-24113F-HRTimeline
Portside Wealth Group, LLC1,735$383K0.06%+12413F-HR/ATimeline
One Wealth Map LLC1,844$383K0.25%-213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,731$382K0.01%-2113F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,731$382K0.11%-1,21813F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,720$380K0.28%-1013F-HRTimeline
IVC Wealth Advisors LLC1,719$380K0.2%+413F-HRTimeline
Harbour Trust & Investment Management Co1,714$379K0.05%013F-HRTimeline
FJ Capital Management LLC1,704$376K0.04%+5613F-HRTimeline