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Disclosery

FISV FISERV INC

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COM (common), issuer CIK 798354

1,821 managers (1,850 13F filers) reported a position in FISV shares at 2025-06-30, 490,043,454 shares in all. 165 filers opened a position and 242 filers sold out during the quarter.

Managers
1,821
13F filers
1,850
New
165
Added
746
Reduced
670
Sold out
242
Shares held by filers
490,043,454

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aventura Private Wealth, LLC3,278$565K0.24%-1,44413F-HRTimeline
West Family Investments, Inc.3,272$564K0.15%+1,34813F-HRTimeline
Chung Wu Investment Group, LLC3,260$562K0.59%-30013F-HRTimeline
PDS Planning, Inc3,253$561K0.04%-16813F-HRTimeline
Boit C F David3,250$560K0.27%+1,10013F-HRTimeline
Compound Planning, Inc.3,250$560K0.02%-3,46713F-HRTimeline
KINTRA WEALTH, LLC3,249$560K0.34%+58613F-HRTimeline
Matisse Capital3,248$560K0.26%013F-HRTimeline
Impact Capital Partners LLC3,223$556K0.18%-28113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,217$555K0.05%+3813F-HRTimeline
Michels Family Financial, LLC3,216$554K0.47%-12413F-HRTimeline
Talon Private Wealth, LLC3,208$553K0.08%+6013F-HRTimeline
Paragon Capital Management Ltd3,200$552K0.1%013F-HRTimeline
Marotta Asset Management3,200$552K0.11%-1113F-HRTimeline
Pointe Capital Management LLC3,187$549K0.29%+2913F-HRTimeline
Quotient Wealth Partners, LLC3,167$546K0.02%-26213F-HRTimeline
Wallace Advisory Group, LLC2,472$546K0.4%-49213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,162$545K0.01%-5,14913F-HRTimeline
FIRST MANHATTAN CO. LLC.3,160$545K<0.01%-7513F-HRTimeline
Resonant Capital Advisors, LLC3,154$544K0.03%+17613F-HRTimeline
Clearstead Trust, LLC3,149$543K0.1%+12513F-HRTimeline
BlueSpruce Investments, LP3,137$541K0.01%new13F-HRTimeline
Red Door Wealth Management, LLC3,111$536K0.06%+27713F-HRTimeline
CENTAURUS FINANCIAL, INC.3,107$536K0.03%+14213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,104$535K0.02%-7313F-HRTimeline
SkyOak Wealth, LLC3,097$534K0.11%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC3,080$531K0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,076$530K0.02%new13F-HRTimeline
PFG Investments, LLC3,035$523K0.03%+47813F-HRTimeline
Foundations Investment Advisors, LLC3,023$521K0.01%-1,53713F-HRTimeline
EPIQ PARTNERS, LLC3,023$521K0.27%+4513F-HRTimeline
Beaumont Financial Advisors, LLC3,023$521K0.04%+19013F-HRTimeline
Legacy Wealth Management, LLC / MS3,000$517K0.16%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,973$513K0.18%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED2,962$511K0.04%+13213F-HRTimeline
Legacy Capital Group California, Inc.2,960$510K0.14%+2613F-HRTimeline
BANK OF STOCKTON2,945$508K0.15%013F-HRTimeline
Kenora Financial, LLC2,934$506K0.19%+29913F-HRTimeline
Trueblood Wealth Management, LLC2,930$505K0.21%+12913F-HRTimeline
R Squared Ltd2,928$505K0.28%-35213F-HRTimeline
Cornerstone Select Advisors, LLC2,919$503K0.44%-72313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,908$501K0.06%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,908$501K0.09%-8813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,900$500K0.02%-1013F-HRTimeline
D.B. Root & Company, LLC2,894$499K0.15%+63713F-HRTimeline
Wambolt & Associates, LLC2,888$499K0.17%+58613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,709$497K0.05%-11413F-HRTimeline
Tributary Capital Management, LLC2,880$497K0.04%+25013F-HRTimeline
Drucker Wealth 3.0, LLC2,892$494K0.1%-81813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,863$494K0.09%013F-HRTimeline
CRA Financial Services, LLC2,857$493K0.08%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,855$492K0.19%013F-HRTimeline
Blume Capital Management, Inc.2,845$491K0.1%-1,52413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,811$485K0.04%+7713F-HRTimeline
Laurion Capital Management LP2,796$482K0.06%new13F-HRTimeline
Apeiron RIA LLC2,791$481K0.12%-1913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,782$480K0.08%+48313F-HRTimeline
Sunpointe, LLC2,780$479K0.19%new13F-HRTimeline
Finward Bancorp2,758$476K0.38%013F-HRTimeline
Beacon Financial Advisory LLC2,753$475K0.12%-55013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,752$474K0.01%-8013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,740$472K0.18%-10013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…2,738$472K0.01%-47113F-HR/ATimelineGroup
Aaron Wealth Advisors LLC2,735$472K0.05%-45013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,731$471K0.01%013F-HRTimeline
RAINIER FAMILY WEALTH INC2,724$470K0.47%-48413F-HRTimeline
Portfolio Design Labs, LLC2,723$469K0.09%-2,49113F-HRTimeline
Ironsides Asset Advisors, LLC2,709$467K0.14%+9913F-HRTimeline
AlphaCore Capital LLC2,709$467K0.02%+93413F-HRTimeline
Secure Asset Management, LLC2,698$465K0.09%new13F-HRTimeline
Premier Path Wealth Partners, LLC2,694$464K0.06%-5113F-HRTimeline
Somerset Group LLC2,689$464K0.39%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,674$461K0.02%+66713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,655$458K0.19%013F-HRTimeline
Sage Mountain Advisors LLC2,649$457K0.03%-1413F-HRTimeline
CVA Family Office, LLC2,640$455K0.06%-6913F-HRTimeline
Cornerstone Wealth Group, LLC2,635$454K0.03%-4613F-HRTimeline
Clarendon Private LLC2,628$453K0.44%-1,51613F-HRTimeline
BCS Private Wealth Management, Inc.2,609$450K0.17%13F-HRTimeline
PRIVATE TRUST CO NA2,608$450K0.04%+1713F-HRTimeline
OLD NATIONAL BANCORP /IN/2,607$449K0.01%+44413F-HRTimeline
Rossby Financial, LCC2,602$449K0.17%-4513F-HRTimeline
Banco BTG Pactual S.A.2,600$448K0.09%+1,40813F-HRTimeline
Perigon Wealth Management, LLC2,587$446K0.01%-90013F-HRTimeline
Northwest Bancshares, Inc.2,583$445K0.08%+4213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,576$444K0.04%-1,61213F-HRTimeline
Teza Capital Management LLC2,572$443K0.33%+39513F-HRTimeline
FOSTER & MOTLEY INC2,570$443K0.03%-5513F-HRTimeline
Connecticut Wealth Management, LLC2,568$443K0.02%013F-HRTimeline
Midwest Trust Co2,549$439K0.01%13F-HRTimeline
First Bank & Trust2,543$438K0.08%+5113F-HRTimeline
PEOPLES BANK /OH2,531$436K0.27%-7413F-HRTimeline
BLALOCK WILLIAMS, LLC2,528$436K0.44%+24213F-HRTimeline
WBH ADVISORY INC2,520$434K0.04%013F-HRTimeline
Santori & Peters, Inc.2,514$433K0.16%-913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC2,510$433K0.11%-10,33313F-HRTimeline
Advisory Alpha, LLC2,492$430K0.01%+31213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,492$430K0.03%-1,80813F-HRTimeline
iA Global Asset Management Inc.2,483$428K0.01%-73,75613F-HRTimeline
L2 Asset Management, LLC2,474$427K0.07%+6613F-HRTimeline
Belpointe Asset Management LLC2,442$421K0.02%-68213F-HRTimeline
Janney Capital Management LLC2,440$421K0.03%013F-HRTimeline
CADINHA & CO LLC2,440$421K0.07%-85,98513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,438$420K0.01%+1,08813F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC2,437$420K0.14%-3,14713F-HRTimeline
Consolidated Portfolio Review Corp2,425$418K0.06%new13F-HRTimeline
CM WEALTH ADVISORS LLC2,410$416K0.12%013F-HRTimeline
MEYER HANDELMAN CO2,400$414K0.01%013F-HRTimeline
Corundum Group, Inc.2,400$414K0.18%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,385$411K0.22%+913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,368$408K0.1%+2113F-HRTimeline
Cypress Wealth Services, LLC2,355$406K0.07%+85713F-HRTimeline
Tranquilli Financial Advisor LLC2,334$402K0.25%+59113F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC2,327$401K0.01%-96013F-HRTimeline
Center for Financial Planning, Inc.2,315$399K0.05%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,307$398K0.05%-30013F-HRTimelineGroup
Berry Wealth Group, LP2,308$398K0.28%-2313F-HRTimeline
Western Wealth Management, LLC2,304$397K0.02%+9413F-HRTimeline
Breakwater Capital Group2,301$397K0.06%+2813F-HRTimeline
Lafayette Investments, Inc.2,288$394K0.08%-1,50013F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,287$394K0.15%+27313F-HRTimeline
IHT Wealth Management, LLC2,281$393K0.01%-10313F-HRTimeline
Independence Bank of Kentucky2,271$392K0.06%+23013F-HRTimeline
Truvestments Capital LLC2,252$388K0.08%-19313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,250$388K0.04%013F-HRTimelineGroup
WealthBridge Capital Management, LLC2,229$384K0.1%013F-HRTimeline
Bison Wealth, LLC2,320$384K0.03%+93613F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2,201$379K0.56%new13F-HRTimeline
JCSD Capital, LLC2,200$379K0.74%13F-HR/ATimeline
Security Financial Services, INC.2,193$378K0.07%+63113F-HRTimeline
State of Wyoming2,192$378K0.05%+86313F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,181$376K0.11%new13F-HRTimeline
Bigelow Investment Advisors, LLC2,170$374K0.16%+20913F-HRTimeline
3Chopt Investment Partners, LLC2,169$374K0.09%-15013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,158$372K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,153$371K0.01%013F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…2,147$370K0.13%-9113F-HRTimeline
LSV ASSET MANAGEMENT2,140$369K<0.01%+17613F-HRTimeline
M3 Advisory Group, LLC2,127$367K0.25%-13213F-HRTimeline
Seelaus Asset Management LLC2,121$366K0.32%new13F-HRTimeline
Wellspring Financial Advisors, LLC2,101$362K0.04%+65413F-HRTimeline
FORTE CAPITAL LLC /ADV2,100$362K0.04%-62713F-HRTimeline
Uncommon Cents Investing LLC2,100$362K0.1%013F-HRTimeline
FJ Capital Management LLC2,098$362K0.04%+39413F-HRTimeline
JFS WEALTH ADVISORS, LLC2,092$361K0.02%+73713F-HRTimeline
Peterson Wealth Services2,091$361K0.1%+213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,086$360K<0.01%+1113F-HRTimelineGroup
Fisher Asset Management, LLC2,086$360K<0.01%+88213F-HRTimeline
Vantage Financial Partners, LLC2,085$359K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,083$359K0.03%-42513F-HRTimeline
Quent Capital, LLC2,083$359K0.03%+1313F-HRTimeline
GC Wealth Management RIA, LLC2,082$359K0.03%new13F-HRTimeline
Fielder Capital Group LLC2,067$356K0.1%-7213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,066$356K0.01%-82713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,057$355K0.03%-91513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,054$354K0.01%+96313F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,043$352K0.19%-5613F-HRTimelineGroup
Palogic Value Management, L.P.2,039$352K0.15%+9113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,037$351K<0.01%+15313F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,032$350K0.01%-47013F-HRTimeline
WEALTH ALLIANCE, LLC2,032$350K0.04%-71413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,023$349K0.04%013F-HRTimelineGroup
Waldron Private Wealth LLC2,022$349K0.02%013F-HRTimeline
Archer Investment Corp2,012$347K0.08%-313F-HRTimeline
Gallacher Capital Management LLC2,001$345K0.16%new13F-HRTimeline
CASTLEARK MANAGEMENT LLC2,000$345K0.01%013F-HRTimeline
Biltmore Family Office, LLC2,000$345K0.06%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,000$345K0.71%013F-HRTimeline
Cornell Pochily Investment Advisors, In…1,985$342K0.11%-18513F-HRTimeline
Strategic Blueprint, LLC1,977$341K0.02%+8313F-HRTimeline
Integrated Investment Consultants, LLC1,976$341K0.07%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,972$340K0.01%+24113F-HRTimelineGroup
Hickory Point Bank & Trust1,958$338K0.27%-1413F-HRTimeline
Wealth Management Associates, Inc.1,948$336K0.13%-213F-HRTimeline
Lloyd Advisory Services, LLC.1,936$334K0.16%new13F-HRTimeline
Gryphon Financial Partners LLC1,930$333K0.04%-15813F-HRTimeline
Keystone Financial Services1,928$332K0.11%+19113F-HRTimeline
Opal Wealth Advisors, LLC1,919$331K0.09%-1,40313F-HRTimeline
Phillips Wealth Planners LLC1,936$330K0.3%+1413F-HRTimeline
Highlander Partners, L.P.1,900$328K0.13%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,893$326K0.01%-1,15213F-HRTimelineGroup
Pure Financial Advisors, LLC1,883$325K0.01%+97213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,882$324K0Timeline
One Wealth Map LLC1,959$324K0.18%+11513F-HRTimeline
Portside Wealth Group, LLC1,873$323K0.05%+13813F-HRTimeline
DEARBORN PARTNERS LLC1,867$322K0.02%-1213F-HRTimeline
Versor Investments LP1,841$317K0.06%-4013F-HRTimeline
CAXTON ASSOCIATES LLP1,837$317K0.01%-50,40213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …1,836$317K0.02%+51813F-HRTimelineGroup
Crewe Advisors LLC1,833$316K0.04%+213F-HRTimeline
Heartland Bank & Trust Co1,831$316K0.15%-5813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,830$316K0.04%013F-HRTimeline
NTV Asset Management LLC1,828$315K0.04%-1113F-HRTimeline
Inscription Capital, LLC1,821$314K0.05%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,811$312K0.02%+5513F-HRTimeline
First National Bank of Mount Dora, Trus…1,811$312K0.07%-10013F-HRTimeline
Cromwell Holdings LLC1,807$312K0.19%013F-HRTimeline
RMR Wealth Builders1,803$311K0.03%-2613F-HRTimeline
Moss Adams Wealth Advisors LLC1,800$310K0.03%-29113F-HRTimeline
MITCHELL SINKLER & STARR/PA1,799$310K0.15%+26213F-HRTimeline