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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
BIP Wealth, LLC1,082$222K0.01%new13F-HRTimeline
Clark Asset Management, LLC1,080$222K0.04%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,079$222K<0.01%new13F-HRTimeline
Finivi Inc.1,077$221K0.18%new13F-HRTimeline
GFS Advisors, LLC1,078$221K0.03%new13F-HRTimeline
New Republic Capital, LLC1,071$220K0.14%new13F-HRTimeline
Investment Partners Asset Management, I…1,067$219K0.17%new13F-HRTimeline
Five Oceans Advisors1,067$219K0.1%new13F-HRTimeline
Wilkinson Global Asset Management LLC1,065$219K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,064$219K0.02%new13F-HRTimeline
Larson Financial Group LLC1,063$218K0.01%-77313F-HRTimeline
Nicholas Wealth, LLC.1,083$218K0.12%new13F-HRTimeline
Virtue Capital Management, LLC1,062$218K0.04%-10413F-HRTimeline
CPA Asset Management Group, LLC1,058$217K0.1%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,058$217K0.05%new13F-HRTimeline
Caitlin John, LLC1,053$216K0.15%013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,051$216K0.18%-24213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,047$215K0.05%new13F-HRTimeline
FLOSSBACH VON STORCH SE1,040$214K<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,034$212K0.02%new13F-HRTimelineGroup
EVERETT HARRIS & CO /CA/1,032$212K<0.01%new13F-HRTimeline
Second Line Capital, LLC1,030$212K0.06%new13F-HRTimeline
Forthright Family Wealth Advisory LLC1,028$211K0.14%-4613F-HRTimeline
Financial Insights, Inc.1,025$211K0.08%-2,26813F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,025$211K0.17%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,025$211K0.01%new13F-HRTimelineGroup
Traveka Wealth, LLC1,023$210K0.12%new13F-HRTimeline
Holland Advisory Services, Inc.1,014$208K0.27%new13F-HRTimeline
RiverFront Investment Group, LLC1,013$208K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,009$207K0.01%+50213F-HRTimeline
Sonora Investment Management Group, LLC1,009$207K0.02%new13F-HRTimeline
Transce3nd, LLC1,007$207K0.07%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,147$206K0.02%013F-HRTimeline
1492 Capital Management LLC1,000$205K0.1%new13F-HRTimeline
Heartwood Wealth Advisors LLC1,000$205K0.02%new13F-HRTimeline
Cercano Management LLC1,000$205K0.01%new13F-HRTimeline
Borer Denton & Associates, Inc.1,000$205K0.07%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,000$205K0.15%new13F-HRTimeline
Challenger Wealth Management1,000$205K0.18%13F-HRTimeline
Proactive Wealth Strategies LLC1,000$205K0.11%new13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC991$204K<0.01%new13F-HRTimeline
Allen Capital Group, LLC985$202K0.02%new13F-HRTimeline
HCR Wealth Advisors984$202K0.03%new13F-HRTimeline
Fort Sheridan Advisors LLC975$200K0.03%new13F-HRTimeline
Financial Council, LLC975$200K0.1%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC974$200K0.03%new13F-HRTimeline
Evergreen Private Wealth LLC956$196K0.09%-113F-HRTimeline
Washington Trust Advisors, Inc.952$196K0.02%+70413F-HRTimeline
GHP Investment Advisors, Inc.917$188K0.01%-1713F-HRTimeline
Operose Advisors LLC917$188K0.06%013F-HRTimeline
Riverview Trust Co889$183K0.17%013F-HRTimeline
SBI Securities Co., Ltd.879$181K0.01%13F-HRTimeline
Tanglewood Legacy Advisors, LLC872$179K0.08%013F-HRTimeline
Hemington Wealth Management864$177K0.04%+5013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC859$176K0.03%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.836$172K0.15%13F-HRTimeline
Menard Financial Group LLC818$168K0.1%new13F-HRTimeline
Plante Moran Financial Advisors, LLC815$167K0.01%+3613F-HRTimeline
LRI Investments, LLC20,344$167K0.02%-8213F-HRTimeline
Hopwood Financial Services, Inc.800$164K0.12%13F-HRTimeline
Roble, Belko & Company, Inc800$164K0.03%013F-HRTimeline
Putney Financial Group LLC798$164K0.15%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI781$160K0.03%013F-HRTimeline
Covestor Ltd763$157K0.1%-6913F-HRTimeline
Laurel Wealth Advisors LLC729$150K0.02%-5013F-HRTimeline
WFA Asset Management Corp712$146K0.08%013F-HRTimeline
TOBAM712$146K0.04%-22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New Hampshire710$146K0.04%013F-HRTimeline
R Squared Ltd710$146K0.14%13F-HRTimeline
J.Safra Asset Management Corp705$145K0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd700$144K<0.01%13F-HRTimelineGroup
First PREMIER Bank658$135K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV654$134K0.03%new13F-HRTimeline
Parallax Volatility Advisers, L.P.653$134K<0.01%-4,72313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding649$133K-467Timeline
Accent Capital Management, LLC639$131K0.07%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.623$128K0.01%-613F-HRTimeline
Fairfield Financial Advisors, LTD620$127K0.04%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…617$127K0.05%+16313F-HRTimeline
Princeton Global Asset Management LLC617$127K0.02%013F-HRTimeline
Eagle Bay Advisors LLC613$126K0.08%-1813F-HRTimeline
Versant Capital Management, Inc610$125K0.03%+17513F-HRTimeline
Global Trust Asset Management, LLC606$124K0.05%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…570$117K0.04%013F-HRTimeline
ATWOOD & PALMER INC566$116K0.01%-50013F-HRTimeline
AllSquare Wealth Management LLC555$114K0.07%013F-HRTimeline
Hexagon Capital Partners LLC554$114K0.02%-2913F-HRTimeline
Financial Perspectives, Inc550$113K0.04%new13F-HRTimeline
XY Capital Ltd504$104K0.12%new13F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…500$103K0.06%-20013F-HRTimelineGroup
Rialto Wealth Management, LLC500$103K0.03%13F-HRTimeline
Empirical Asset Management, LLC62,522$95K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…457$93.9K0.02%new13F-HRTimeline
WPG Advisers, LLC418$85.9K0.08%13F-HRTimeline
CURIO WEALTH, LLC416$85.5K0.05%13F-HRTimeline
Bruce G. Allen Investments, LLC413$84.8K0.07%+1513F-HRTimeline
Crews Bank & Trust409$84K0.01%13F-HRTimeline
Hoese & Co LLP403$82.8K0.07%013F-HRTimeline
EnRich Financial Partners LLC402$82.6K0.03%013F-HRTimeline
Kimelman & Baird, LLC400$82.2K0.01%013F-HRTimeline
Ravenstone Capital Management Inc.400$82.2K0.05%new13F-HRTimeline
Piscataqua Savings Bank397$81.6K0.07%013F-HRTimeline
Natixis Investment Managers Internation…390$80.1K0.01%-44213F-HRTimeline
MilWealth Group LLC385$79.1K0.02%013F-HRTimeline
Centricity Wealth Management, LLC384$78.9K0.07%13F-HRTimeline
Deseret Mutual Benefit Administrators381$78.3K0.04%-613F-HRTimeline
Capital Advisors, Ltd. LLC382$78K0.01%+1413F-HRTimeline
Grove Bank & Trust379$77.9K0.01%+26313F-HRTimeline
PrairieView Partners, LLC375$77K0.01%013F-HRTimeline
Fortitude Family Office, LLC341$70K0.03%+1213F-HRTimeline
WEST PACES ADVISORS INC.334$68.6K0.02%013F-HRTimeline
IAG Wealth Partners, LLC331$68K0.01%+2613F-HRTimeline
Westside Investment Management, Inc.331$68K0.01%-2013F-HRTimeline
Davis Capital Management330$67.8K0.06%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P324$67K<0.01%-8413F-HRTimelineGroup
Rise Advisors, LLC317$65.1K0.03%+213F-HRTimeline
GW&K Investment Management, LLC314$65K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT309$63.5K<0.01%013F-HRTimeline
Atala Financial Inc300$61.6K0.04%13F-HRTimeline
Sunbelt Securities, Inc.294$60.6K0.01%+25013F-HRTimeline
Financial Network Wealth Advisors LLC291$59.8K0.11%-54513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.283$58.4K0.04%+22013F-HRTimeline
Bell Investment Advisors, Inc283$58.1K0.01%-1913F-HRTimeline
EASTERN BANK277$56.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC272$55.9K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC270$55.5K0.01%+24613F-HRTimeline
SIERRA OCEAN, LLC266$54.6K0.04%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC264$54.2K0.04%13F-HRTimeline
NFSG Corp260$53.4K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC251$51.6K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC250$51.4K0.01%013F-HRTimeline
Roxbury Financial LLC228$50.4K0.05%13F-HRTimeline
Midwest Capital Advisors, LLC244$50.1K0.04%13F-HRTimeline
Friedenthal Financial240$49.3K0.03%new13F-HRTimeline
Canton Hathaway, LLC240$49K0.01%013F-HRTimeline
Private Wealth Management Group, LLC222$45.6K0.02%013F-HRTimeline
Mendota Financial Group, LLC221$45.4K0.03%-26213F-HRTimeline
Knuff & Co LLC220$45.2K0.01%new13F-HRTimeline
High Note Wealth, LLC218$44.8K0.01%new13F-HRTimeline
Kennebec Savings Bank220$44.3K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC200$44.2K0.02%13F-HRTimeline
Clean Yield Group214$44K0.01%+4413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC205$42.2K<0.01%+2213F-HRTimelineGroup
Quarry LP205$42.1K0.01%+7013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC200$41.1K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC200$41.1K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC200$41.1K0.03%-20013F-HR/ATimeline
Mowery & Schoenfeld Wealth Management, …198$40.7K0.08%+9813F-HRTimeline
SITTNER & NELSON, LLC192$39.4K0.02%013F-HRTimeline
Wiser Advisor Group LLC190$39K0.06%013F-HRTimeline
Prestige Wealth Management Group LLC182$37.4K0.01%013F-HR/ATimeline
Main Street Group, LTD181$37.2K0.01%013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC180$37K0.01%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…178$36.6K<0.01%-1,55213F-HRTimelineGroup
Painted Porch Advisors LLC177$36.4K0.02%+1013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…173$35.5K0.02%13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.171$35.1K0.02%013F-HRTimeline
STANCE CAPITAL LLC170$34.9K0.02%13F-HRTimeline
Dunhill Financial, LLC168$34.5K0.02%+3713F-HRTimeline
Pinnacle Bancorp, Inc.165$33.9K0.01%-7213F-HRTimeline
Cedar Mountain Advisors, LLC162$33.3K0.01%-2913F-HRTimeline
Bullock Wealth Management Group153$31.4K0.02%new13F-HRTimeline
Compass Financial Services Inc150$30.8K0.02%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH149$30.6K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…143$30K<0.01%013F-HRTimelineGroup
MCF Advisors LLC144$29.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC145$29K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management140$29K<0.01%013F-HRTimeline
Abound Wealth Management140$28.7K0.01%+313F-HRTimeline
West Branch Capital LLC136$27.9K0.01%+1613F-HRTimeline
CNB Bank135$27.7K0.01%-213F-HRTimeline
Park Square Financial Group, LLC134$27.5K0.02%13F-HRTimeline
Lummis Asset Management, LP128$26.3K0.03%-113F-HRTimeline
TSFG, LLC126$26K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC140$25.2K0.01%13F-HRTimeline
VEGA INVESTMENT SOLUTIONS122$25.1K0.02%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.119$24.4K<0.01%-813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$22.6K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC110$22K0.02%-51013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC107$22K0.01%+4413F-HRTimeline
Aspect Partners, LLC105$21.6K0.01%013F-HRTimeline
Noble Wealth Management PBC104$21.4K0.01%13F-HRTimeline
Sachetta, LLC103$21.2K0.01%-5113F-HRTimeline
Bellwether Advisors, LLC103$21.2K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…103$21K0.01%013F-HRTimeline
GODSEY & GIBB, INC100$20.5K<0.01%013F-HRTimeline
Altshuler Shaham Ltd100$20.5K<0.01%-2313F-HRTimeline
Silicon Valley Capital Partners100$20.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC100$20.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC96$19.7K<0.01%+2313F-HRTimelineGroup
Pineridge Advisors LLC94$19.3K0.01%-413F-HRTimeline
Whipplewood Advisors, LLC93$19.1K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN90$18.5K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.90$18.5K0.01%013F-HRTimeline
PFS Partners, LLC90$18.5K0.01%013F-HRTimeline
Tortoise Investment Management, LLC87$17.9K<0.01%+713F-HR/ATimeline
Asset Dedication, LLC84$17.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC76$15.6K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC73$15K0.04%13F-HRTimeline
Avion Wealth72$14K<0.01%+613F-HRTimeline