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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
BOK Financial Private Wealth, Inc.1,752$360K0.03%+1113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,752$360K0.01%+5113F-HRTimelineGroup
Concorde Asset Management, LLC1,750$359K0.19%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,739$357K0.1%+10213F-HRTimeline
Cutter & CO Brokerage, Inc.1,735$356K0.09%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,730$355K0.25%-2013F-HRTimeline
Callan Capital, LLC1,729$355K0.03%+10013F-HRTimeline
1834 INVESTMENT ADVISORS CO1,728$355K0.04%013F-HRTimeline
Goldstein Advisors, LLC1,722$354K0.05%-1113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,722$354K0.05%-1,02013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,716$353K0.03%+213F-HRTimelineGroup
IVC Wealth Advisors LLC1,715$352K0.2%-113F-HRTimeline
Harbour Trust & Investment Management Co1,714$352K0.04%013F-HRTimeline
TRUE Private Wealth Advisors1,711$352K0.04%+18113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,705$350K0.02%-55113F-HRTimeline
Nicholas Hoffman & Company, LLC.1,704$350K0.01%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
First Heartland Consultants, Inc.1,702$350K0.04%-2,69313F-HRTimeline
Fisher Asset Management, LLC1,701$349K<0.01%new13F-HRTimeline
River Street Advisors LLC1,701$349K0.18%-1913F-HRTimeline
UNION SAVINGS BANK1,700$349K0.17%013F-HRTimeline
CKW FINANCIAL GROUP1,700$349K0.04%013F-HRTimeline
Front Row Advisors LLC1,691$347K0.12%-613F-HRTimeline
Marquette Asset Management, LLC1,690$347K0.06%013F-HRTimeline
Wellspring Financial Advisors, LLC1,690$347K0.04%-2,11013F-HRTimeline
Sivia Capital Partners, LLC1,681$345K0.17%-1413F-HRTimeline
Tranquilli Financial Advisor LLC1,669$343K0.22%-1613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.1,668$343K0.15%013F-HRTimeline
Security Financial Services, INC.1,665$342K0.07%+6113F-HRTimeline
INGALLS & SNYDER LLC1,666$342K0.01%-7513F-HRTimeline
McAdam, LLC1,651$339K0.02%+5813F-HRTimeline
Goldstone Financial Group, LLC1,650$339K0.05%013F-HRTimeline
Jacobsen Capital Management1,649$339K0.14%-2313F-HRTimeline
FJ Capital Management LLC1,648$339K0.04%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,645$338K0.05%+27413F-HRTimeline
Chemistry Wealth Management LLC1,644$338K0.08%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,643$338K0.24%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,642$337K0.08%+1113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,636$336K0.02%-26,12813F-HRTimelineGroup
25 LLC1,622$333K0.14%+513F-HRTimeline
HOURGLASS CAPITAL, LLC1,618$332K0.09%013F-HRTimeline
LCNB CORP1,617$332K0.12%-9313F-HRTimeline
Keudell/Morrison Wealth Management1,612$331K0.09%-31913F-HRTimeline
Portside Wealth Group, LLC1,611$331K0.05%-15213F-HR/ATimeline
AlphaQuest LLC1,610$331K0.04%+88113F-HRTimeline
O'Dell Group, LLC1,608$330K0.07%013F-HRTimeline
Quantum Financial Planning Services, In…1,604$329K0.18%13F-HRTimeline
Vision Capital Management, Inc.1,602$329K0.05%013F-HRTimeline
All Terrain Financial Advisors, LLC1,600$329K0.13%013F-HRTimeline
Gilliland Jeter Wealth Management LLC1,590$327K0.11%+1913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,581$325K0.01%+46213F-HR/ATimeline
GREATMARK INVESTMENT PARTNERS, INC.1,575$324K0.04%-56013F-HRTimeline
USAdvisors Wealth Management, LLC1,572$322K0.1%new13F-HRTimeline
N.E.W. Advisory Services LLC1,565$321K0.03%013F-HRTimeline
DE BURLO GROUP INC1,563$321K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,562$321K0.01%+2013F-HRTimelineGroup
Atlatl Advisers LLC1,562$321K0.19%13F-HRTimeline
ISTHMUS PARTNERS, LLC1,558$320K0.04%013F-HRTimeline
Severin Investments, LLC1,553$319K0.32%13F-HRTimeline
Rothschild Capital Partners, LLC1,540$316K0.08%new13F-HRTimeline
Portman Square Capital LLP1,540$316K0.06%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,540$316K0.16%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,537$316K0.03%-33313F-HRTimelineGroup
SageView Advisory Group, LLC1,536$316K0.01%+15013F-HRTimeline
CYBER HORNET ETFs LLC1,526$313K0.3%+1313F-HRTimeline
Blackston Financial Advisory Group, LLC1,526$313K0.16%013F-HRTimeline
Advanced Asset Management Advisors Inc1,525$313K0.08%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,523$313K0.02%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,522$313K0.15%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,496$312K0.01%-413F-HRTimeline
Sompo Asset Management Co., Ltd.1,520$312K0.05%-1,86013F-HRTimeline
Richwood Investment Advisors, LLC1,510$310K0.26%-16513F-HRTimeline
Chicago Partners Investment Group LLC1,508$309K0.01%+2313F-HRTimeline
STEPH & CO1,496$307K0.1%-73613F-HRTimeline
Oslo Pensjonsforsikring AS1,491$306K0.04%+30213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…1,489$306K0.18%-2513F-HRTimeline
Raleigh Capital Management Inc.1,487$305K0.12%-1,51913F-HRTimeline
ROCKLAND TRUST CO1,480$304K0.02%-7513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,467$301K0.07%013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC1,467$301K0.24%-1313F-HRTimeline
Savvy Advisors, Inc.1,457$299K0.04%+13313F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,451$298K0.02%013F-HRTimeline
FAIRFIELD, BUSH & CO.1,450$298K0.18%+32013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,446$297K0.03%-5913F-HR/ATimeline
Crewe Advisors LLC1,438$295K0.04%new13F-HRTimeline
Claret Asset Management Corp1,427$293K0.05%+913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,425$293K0.01%+5813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,425$293K0.2%013F-HRTimeline
GSA CAPITAL PARTNERS LLP1,422$292K0.02%-1,05813F-HRTimeline
AGH Wealth Advisors, LLC1,419$291K0.27%13F-HRTimeline
AlphaCore Capital LLC1,415$291K0.06%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,413$290K0.21%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,414$290K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,405$290K0.04%+26813F-HRTimeline
E Fund Management Co., Ltd.1,408$289K0.01%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,405$289K0.14%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,394$286K0.02%-3713F-HRTimeline
Frazier Financial Advisors, LLC1,379$284K0.23%013F-HRTimeline
Compagnie Lombard Odier SCmA1,380$283K<0.01%013F-HRTimeline
SPC Financial, Inc.1,379$283K0.02%-3813F-HRTimeline
Ergawealth Advisors, Inc.1,378$283K0.14%013F-HRTimeline
Intrua Financial, LLC1,376$283K0.05%-33513F-HRTimeline
SFMG, LLC1,375$282K0.02%-113F-HRTimeline
Vestmark Advisory Solutions, Inc.1,368$281K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,366$281K0.11%013F-HRTimeline
FDx Advisors, Inc.1,358$279K0.08%-5513F-HRTimeline
Petros Family Wealth, LLC1,358$279K0.3%13F-HRTimeline
NWAM LLC1,354$278K0.02%-14013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,353$278K0.02%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,353$278K0.1%-3313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,350$277K0.02%013F-HRTimelineGroup
Seed Wealth Management, Inc.1,350$277K0.22%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,349$277K0.11%+22413F-HRTimeline
FULLCIRCLE WEALTH LLC1,204$277K0.11%+4313F-HRTimeline
City State Bank1,345$276K0.1%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,341$275K0.02%+3113F-HRTimeline
Longboard Asset Management, LP1,334$274K0.73%13F-HRTimeline
NORDEN GROUP LLC1,332$274K0.03%-9313F-HRTimeline
Abacus Wealth Partners, LLC1,329$273K0.04%+14613F-HRTimeline
IAM Advisory, LLC1,328$273K0.07%new13F-HRTimeline
COURIER CAPITAL LLC1,327$273K0.02%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,325$272K0.02%-5813F-HRTimeline
Fermata Advisors, LLC1,323$272K0.05%+12813F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …1,318$271K0.01%013F-HR/ATimelineGroup
Cypress Wealth Services, LLC1,318$271K0.05%+7613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,311$269K0.04%+3813F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC1,310$269K0.13%013F-HRTimeline
American Money Management, LLC1,309$269K0.05%013F-HRTimeline
NATURAL INVESTMENTS, LLC1,305$267K0.07%13F-HRTimeline
Trust Co1,299$267K0.03%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,296$266K0.04%-1,22013F-HR/ATimeline
Kathmere Capital Management, LLC1,294$266K0.02%+9013F-HRTimeline
Financial Partners Group, LLC1,293$266K0.11%+2913F-HRTimeline
bLong Financial, LLC1,288$265K0.22%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,283$264K0.06%+8313F-HRTimeline
Continuum Advisory, LLC1,282$263K0.03%+12213F-HRTimeline
Fragasso Financial Advisors Inc1,279$263K0.02%+2913F-HRTimeline
KOM Wealth Management Group, LLC1,261$259K0.19%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,255$258K0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,255$258K0.03%+613F-HRTimeline
Cardinal Point Capital Management ULC1,255$258K0.04%new13F-HRTimeline
KITCHING PARTNERS, LLC1,253$257K0.33%new13F-HRTimeline
Root Financial Partners, LLC1,251$257K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,250$257K0.01%+7813F-HRTimeline
Cascades Capital Asset Management, LLC1,250$257K0.14%013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,249$257K0.31%13F-HRTimeline
Tradewinds, LLC.1,113$256K0.07%new13F-HRTimeline
Monument Capital Management1,241$255K0.07%013F-HRTimeline
Accurate Wealth Management, LLC1,265$254K0.05%+16813F-HRTimeline
NTV Asset Management LLC1,228$252K0.03%013F-HRTimeline
Rappaport Reiches Capital Management, L…1,227$252K0.07%013F-HRTimeline
Auxano Advisors, LLC1,225$252K0.06%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,220$251K0.07%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,212$249K0.09%013F-HRTimeline
GSG Advisors LLC1,208$248K0.08%-9213F-HRTimeline
LaSalle St. Investment Advisors, LLC1,211$248K0.08%new13F-HRTimeline
Capital Advantage, Inc.1,202$247K0.04%new13F-HRTimeline
Modern Wealth Management, LLC1,201$247K0.01%new13F-HR/ATimeline
Boomfish Wealth Group, LLC1,201$247K0.15%-46713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,200$247K0.05%013F-HRTimeline
Security National Bank1,200$247K0.04%013F-HRTimeline
Richard P Slaughter Associates Inc1,200$247K0.06%013F-HRTimeline
Cross Staff Investments Inc1,200$247K0.17%013F-HRTimeline
Sulzberger Capital Advisors, Inc.1,200$247K0.28%13F-HRTimeline
Stonegate Investment Group, LLC1,199$246K0.01%-7513F-HRTimeline
SEVEN MILE ADVISORY1,196$246K0.16%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,193$245K0.11%new13F-HRTimeline
GREENWOOD GEARHART LLC1,189$244K0.02%new13F-HRTimeline
PINKERTON WEALTH, LLC1,186$244K0.04%new13F-HRTimeline
EQUITABLE TRUST CO1,183$243K0.01%new13F-HRTimeline
King Wealth Management Group1,185$243K0.04%+3113F-HRTimeline
Invst, LLC1,181$243K0.03%+613F-HRTimeline
Fairhaven Wealth Management, LLC1,180$242K0.08%+2213F-HRTimeline
Oregon Pacific Wealth Management, LLC1,178$242K0.24%13F-HRTimeline
WEST BANCORPORATION INC1,176$242K0.16%-47213F-HRTimeline
FourThought Financial Partners, LLC1,176$242K0.03%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,175$241K0.05%new13F-HRTimeline
MYECFO, LLC1,174$241K0.13%013F-HRTimeline
Optivise Advisory Services LLC1,161$239K0.13%-16113F-HRTimeline
Essential Planning, LLC.1,170$238K<0.01%new13F-HRTimeline
Vigilare Wealth Management1,160$238K0.1%013F-HRTimeline
Breakwater Capital Group1,145$235K0.05%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,143$235K0.02%+1813F-HRTimeline
YHB Investment Advisors, Inc.1,143$235K0.02%+1813F-HRTimeline
JNBA Financial Advisors1,138$234K0.02%+2413F-HRTimeline
Catalyst Capital Advisors LLC1,135$233K<0.01%-16813F-HRTimeline
Sandy Spring Bank1,132$233K0.01%-1213F-HRTimeline
Basepoint Wealth LLC1,132$233K0.19%013F-HRTimeline
Fiduciary Group, LLC1,128$232K0.02%-5013F-HRTimeline
W.H. Cornerstone Investments Inc.1,123$231K0.15%-1213F-HRTimeline
Breed's Hill Capital LLC1,121$230K0.12%new13F-HRTimeline
New England Research & Management, Inc.1,121$230K0.12%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,117$229K0.01%new13F-HR/ATimelineGroup
GATEWAY INVESTMENT ADVISERS LLC1,114$229K<0.01%-24413F-HRTimeline
Convergence Investment Partners, LLC1,108$228K0.05%-1113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,099$226K0.01%-14913F-HRTimelineGroup
GROUPAMA ASSET MANAGMENT1,091$225K<0.01%-6,26913F-HRTimeline
Crescent Grove Advisors, LLC1,094$225K0.02%new13F-HRTimeline
GenTrust, LLC1,092$224K0.01%new13F-HRTimeline
Asset Allocation & Management Company, …1,091$224K0.12%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,086$223K0.04%-32513F-HRTimeline