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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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,795$309K0.03%-5713F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP1,794$309K0.12%-17513F-HRTimeline
SVB WEALTH LLC1,787$308K0.02%new13F-HRTimeline
Oslo Pensjonsforsikring AS1,786$308K0.05%+61413F-HRTimeline
TRUE Private Wealth Advisors1,785$308K0.03%+8613F-HRTimeline
Cascade Financial Partners, LLC1,780$307K0.04%013F-HRTimeline
Old Port Advisors1,775$306K0.08%+1213F-HRTimeline
Fiduciary Group, LLC1,770$305K0.03%+7013F-HRTimeline
Larson Financial Group LLC1,765$304K0.01%+45113F-HRTimeline
Quantum Financial Planning Services, In…1,765$304K0.14%013F-HRTimeline
TOBAM1,758$303K0.12%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEEDS INVESTOR LLC1,747$301K0.07%-76713F-HRTimeline
TRUST POINT INC.1,745$301K0.03%-12213F-HRTimeline
Brookwood Investment Group LLC1,743$301K0.05%new13F-HRTimeline
Advisor Resource Council1,739$300K0.15%-19,36513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,739$300K0.07%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,738$300K0.03%-1413F-HRTimeline
Kaizen Financial Strategies1,738$300K0.15%+313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,757$299K0.16%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,732$299K0.01%-4413F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.1,723$297K0.01%+1913F-HRTimeline
MATHER GROUP, LLC.1,723$297K<0.01%-32913F-HRTimeline
IVC Wealth Advisors LLC1,722$297K0.14%+313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,718$296K0.02%-10013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,718$296K0.01%+10313F-HRTimeline
First Heartland Consultants, Inc.1,714$296K0.03%+2813F-HRTimeline
Harbour Trust & Investment Management Co1,714$296K0.03%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,700$293K0.21%-2013F-HRTimeline
SANDLER CAPITAL MANAGEMENT1,700$293K0.1%-17,76013F-HRTimeline
NewEdge Wealth, LLC2,206$293K<0.01%-73513F-HRTimeline
ROI Financial Advisors, LLC1,696$292K0.19%+72113F-HRTimeline
Sivia Capital Partners, LLC1,696$292K0.1%-11813F-HR/ATimeline
Goldstone Financial Group, LLC1,650$290K0.04%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,674$289K0.02%-8113F-HRTimeline
Jacobsen Capital Management1,670$288K0.11%-2413F-HRTimeline
Cassaday & Co Wealth Management LLC1,668$288K0.01%013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.1,668$288K0.12%013F-HRTimeline
OPTIMIZE FINANCIAL INC.1,663$287K0.18%-1013F-HRTimeline
Chicago Partners Investment Group LLC2,005$287K0.01%+47413F-HRTimeline
River Street Advisors LLC1,651$285K0.12%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,643$283K0.1%-313F-HRTimeline
25 LLC1,642$283K0.1%+1013F-HRTimeline
BOK Financial Private Wealth, Inc.1,638$282K0.02%-10313F-HRTimeline
MUFG Securities EMEA plc1,638$282K0.01%new13F-HR/ATimeline
SeaCrest Wealth Management, LLC1,633$282K0.03%-11213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,631$281K0.06%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,608$277K0.02%+513F-HRTimeline
GTS SECURITIES LLC1,607$277K0.01%-76613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,607$277K0.06%+14013F-HRTimeline
Peak Retirement Planning, Inc.1,605$277K0.11%+4013F-HRTimeline
Long Road Investment Counsel, LLC1,604$277K0.1%013F-HRTimeline
Vision Capital Management, Inc.1,602$276K0.04%013F-HRTimeline
Dynamic Technology Lab Private Ltd1,600$276K0.04%-5,35013F-HRTimeline
Roble, Belko & Company, Inc1,600$276K0.04%013F-HRTimeline
All Terrain Financial Advisors, LLC1,600$276K0.1%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,588$274K0.01%013F-HRTimeline
LCNB CORP1,585$273K0.1%013F-HRTimeline
Valmark Advisers, Inc.1,575$272K<0.01%-35413F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,575$272K0.03%013F-HRTimeline
Canton Hathaway, LLC1,570$270K0.06%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,566$270K0.06%-12,00913F-HRTimeline
DE BURLO GROUP INC1,563$269K0.04%013F-HRTimeline
Legacy Financial Group LLC1,562$269K0.04%-9313F-HRTimeline
Horan Securities, Inc.1,560$269K0.09%+10713F-HRTimeline
Rothschild Capital Partners, LLC1,540$266K0.07%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,540$266K0.13%013F-HRTimeline
JB Capital LLC1,529$264K0.01%+1013F-HRTimeline
SMART Wealth LLC1,528$264K0.08%-2,26113F-HRTimeline
N.E.W. Advisory Services LLC1,528$263K0.03%+4513F-HRTimeline
Advanced Asset Management Advisors Inc1,525$263K0.07%013F-HRTimeline
NIXON PEABODY TRUST CO1,525$263K0.02%-39113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,522$262K0.12%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,521$262K0.04%-18013F-HRTimelineGroup
CYBER HORNET ETFs LLC1,512$261K0.19%-1513F-HRTimeline
Richwood Investment Advisors, LLC1,510$260K0.21%013F-HRTimeline
Claro Advisors Inc.1,507$260K0.04%-47013F-HRTimeline
Goldstein Advisors, LLC1,500$259K0.03%-24213F-HRTimeline
1834 INVESTMENT ADVISORS CO1,489$257K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC1,489$257K0.03%-7313F-HRTimeline
Kathmere Capital Management, LLC1,488$257K0.02%+10613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,486$256K0.02%+28413F-HRTimeline
Accurate Wealth Management, LLC1,505$255K0.04%+16713F-HRTimeline
ROCKLAND TRUST CO1,480$255K0.01%013F-HRTimeline
Creekmur Asset Management LLC1,463$252K0.04%+31213F-HRTimeline
Keudell/Morrison Wealth Management1,460$252K0.06%-4013F-HRTimeline
Capital Asset Advisory Services LLC1,456$251K0.01%-49613F-HRTimeline
S-Bank Fund Management Ltd1,443$249K0.04%-12313F-HRTimeline
AGH Wealth Advisors, LLC1,442$249K0.2%+2813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,440$248K0.15%+1213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,435$247K<0.01%-90313F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC1,435$247K0.17%+613F-HRTimeline
E Fund Management Co., Ltd.1,433$247K0.01%-3013F-HRTimeline
Claret Asset Management Corp1,433$247K0.03%+1413F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC1,432$247K0.19%new13F-HRTimeline
WOLVERINE TRADING, LLC1,431$247K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,429$246K0.03%-2,97213F-HRTimeline
USAdvisors Wealth Management, LLC1,428$246K0.09%-6513F-HRTimeline
RFG Advisory, LLC1,422$245K0.01%+17513F-HRTimeline
Relyea Zuckerberg Hanson LLC1,420$245K0.03%-7713F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,414$244K0.01%013F-HRTimeline
ISTHMUS PARTNERS, LLC1,408$243K0.03%-15013F-HRTimeline
CTC Alternative Strategies, Ltd.1,400$241K0.21%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,396$241K0.23%+26313F-HRTimeline
INGALLS & SNYDER LLC1,394$240K0.01%-15713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,385$239K0.01%-11413F-HRTimelineGroup
Compagnie Lombard Odier SCmA1,380$238K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,379$238K0.17%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,379$238K0.06%-35213F-HRTimeline
Ergawealth Advisors, Inc.1,378$238K0.11%013F-HRTimeline
Intrua Financial, LLC1,376$237K0.03%013F-HRTimeline
HUB Investment Partners, LLC1,371$236K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,371$236K0.03%013F-HRTimeline
UNION SAVINGS BANK1,700$236K0.11%013F-HRTimeline
Csenge Advisory Group1,446$235K0.01%-6713F-HRTimeline
Strategies Wealth Advisors, LLC1,365$235K0.03%+613F-HRTimeline
First Pacific Financial1,363$235K0.03%new13F-HRTimeline
Castleview Partners, LLC1,356$234K0.15%new13F-HRTimeline
Seed Wealth Management, Inc.1,350$233K0.17%013F-HRTimeline
City State Bank1,345$232K0.07%013F-HRTimeline
Raleigh Capital Management Inc.1,342$231K0.1%+8513F-HRTimeline
Baader Bank Aktiengesellschaft2,171$231K0.02%-1,21113F-HRTimeline
CoreCap Advisors, LLC1,331$229K0.01%-3,21213F-HRTimeline
IAM Advisory, LLC1,328$229K0.05%013F-HRTimeline
Tradition Wealth Management, LLC1,323$228K0.02%new13F-HRTimeline
Trust Co1,317$227K0.03%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,315$227K0.01%-2013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,311$226K0.02%-3113F-HR/ATimeline
WIMMER ASSOCIATES 1, LLC1,310$226K0.12%013F-HRTimeline
American Money Management, LLC1,309$226K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,299$224K0.03%-20213F-HRTimeline
Capital Advantage, Inc.1,295$223K0.04%+9313F-HRTimeline
Financial Partners Group, LLC1,293$223K0.08%013F-HRTimeline
Empirical Asset Management, LLC1,293$223K0.07%+18313F-HRTimeline
Fragasso Financial Advisors Inc1,292$223K0.02%-3413F-HRTimeline
bLong Financial, LLC1,288$222K0.17%013F-HRTimeline
McAdam, LLC1,287$222K0.01%+2413F-HRTimeline
Ipswich Investment Management Co., Inc.1,285$222K0.05%013F-HRTimeline
KITCHING PARTNERS, LLC1,284$221K0.22%+3113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,283$221K0.05%013F-HRTimeline
Pines Wealth Management, LLC1,258$221K0.08%-40213F-HRTimeline
Lion Street Advisors, LLC1,277$220K0.07%new13F-HRTimeline
Continuum Advisory, LLC1,277$220K0.03%+18513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,262$218K0.08%-313F-HRTimeline
KOM Wealth Management Group, LLC1,261$217K0.17%013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…1,259$217K0.11%-10513F-HRTimeline
Aspen Grove Capital, LLC1,252$216K0.04%new13F-HRTimeline
Cascades Capital Asset Management, LLC1,250$216K0.11%013F-HRTimeline
Campbell Deegan Wealth Management, LLC1,249$215K0.21%013F-HRTimeline
Carrera Capital Advisors1,249$215K0.04%-17713F-HRTimeline
Monument Capital Management1,241$214K0.06%013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC1,236$213K0.16%-3413F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,228$212K0.07%new13F-HRTimeline
NORDEN GROUP LLC1,227$212K0.02%+813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,226$211K0.01%-1,68813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,217$210K0.04%-11213F-HRTimeline
SageView Advisory Group, LLC1,489$208K0.01%-10913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,204$208K0.17%new13F-HRTimeline
Boomfish Wealth Group, LLC1,201$207K0.12%013F-HRTimeline
FDx Advisors, Inc.1,200$207K0.06%+4313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,200$207K0.04%013F-HRTimeline
Security National Bank1,200$207K0.04%013F-HRTimeline
Integris Wealth Management, LLC1,200$207K0.05%new13F-HRTimeline
Richard P Slaughter Associates Inc1,200$207K0.04%013F-HRTimeline
Cross Staff Investments Inc1,200$207K0.15%013F-HRTimeline
Sulzberger Capital Advisors, Inc.1,200$207K0.24%013F-HRTimeline
AVISO WEALTH MANAGEMENT1,196$206K0.1%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,147$206K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,194$206K0.01%-20513F-HRTimeline
GSG Advisors LLC1,194$206K0.06%-9513F-HRTimeline
Physician Wealth Advisors, Inc.1,192$206K0.03%+12813F-HRTimeline
Apella Capital, LLC1,176$204K0.01%-7813F-HRTimeline
HMV Wealth Advisors, LLC1,182$204K0.13%-3,04613F-HRTimeline
Blackston Financial Advisory Group, LLC1,180$203K0.13%013F-HR/ATimeline
Waterloo Capital, L.P.1,177$203K0.02%-6513F-HRTimeline
MYECFO, LLC1,174$202K0.1%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,164$201K<0.01%-8,97413F-HRTimeline
Finivi Inc.1,163$201K0.14%+913F-HRTimeline
SBI Securities Co., Ltd.1,139$196K0.01%+20413F-HRTimeline
JNBA Financial Advisors1,138$196K0.02%013F-HRTimeline
Kiker Wealth Management, LLC1,106$191K0.11%+35413F-HRTimeline
Catalyst Capital Advisors LLC1,088$188K<0.01%-7413F-HRTimeline
FNY Investment Advisers, LLC1,069$184K0.08%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,018$176K0.01%-4713F-HRTimeline
Icon Wealth Advisors, LLC952$164K0.01%-95713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC920$159K0.04%new13F-HRTimeline
Operose Advisors LLC917$158K0.04%013F-HRTimeline
Western Pacific Wealth Management, LP877$151K0.15%013F-HRTimeline
Tanglewood Legacy Advisors, LLC872$150K0.06%013F-HRTimeline
Hemington Wealth Management859$148K0.02%-7713F-HRTimeline
GHP Investment Advisors, Inc.854$147K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC844$146K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.836$144K0.13%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…802$138K0.05%+9913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.800$138K<0.01%new13F-HRTimelineGroup
Hopwood Financial Services, Inc.800$138K0.11%013F-HRTimeline
Putney Financial Group LLC798$138K0.14%013F-HR/ATimeline
Evergreen Private Wealth LLC767$132K0.06%-18613F-HRTimeline
LRI Investments, LLC20,272$131K0.01%-44713F-HRTimeline
Washington Trust Advisors, Inc.757$131K0.01%-22813F-HRTimeline
Plante Moran Financial Advisors, LLC750$129K0.01%-22013F-HRTimeline