13F

Stock

Fiserv Inc

FISV · held by 19 managers

Reported value

$522.1M

Holders

19

+2 new · −0 exited

Holders’ est. mark

$64.2M

Price effect on 11 books still in the name

Largest holder

$245.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.2M$245.7M$30.8MCut−$57.1M
Danica Pension, Livsforsikringsaktieselskab809.3K$166.2M$20.9MCut−$12.2M
DANSKE BANK A/S393.1K$80.7M$10.1MAdded$8.35M
Swiss Life Asset Management Ltd73.3K$15M$1.01MAdded$7.96M
Marex Group plc24.5K$5.04M$631.7KAdded$589.1K
Altrafin AG20K$4.11M$515.4KAdded$515.4K
Leonteq Securities AG4.85K$997.1K$119.9KAdded$161.2K
Aventura Private Wealth, LLC4.39K$902KHeld
Roehl & Yi Investment Advisors, LLC4.38K$900.4KHeld
ELEVATION POINT WEALTH PARTNERS, LLC4.13K$847.6K$105KAdded$115.3K
ONTARIO TEACHERS PENSION PLAN BOARD3.98K$817.2KNew
Severin Investments, LLC1.55K$318.9KHeld
Finivi Inc.1.08K$221.2KNew
Evelyn Partners Investment Management LLP700$143.8KHeld
Medallion Wealth Advisors, LLC200$44.2KHeld
BROADWATER CAPITAL MANAGEMENT LLC200$41.1K$5.15KCut−$30.8K
Prestige Wealth Management Group LLC182$37.4K$4.69KAdded$4.69K
Clark Wealth Partners30$6.16KHeld
CHESAPEAKE ASSET MANAGEMENT LLC5$1.03K$129Added$129

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.