13F

Stock

Fiserv Inc

FISV · held by 26 managers

Reported value

$597.9M

Holders

26

+0 new · −3 exited

Holders’ est. mark

−$137.7M

Price effect on 21 books still in the name

Largest holder

$281.6M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.63M$281.6M−$66.4MCut−$21.1M
Danica Pension, Livsforsikringsaktieselskab1.06M$182.3M−$39.7MAdded$1.22M
DANSKE BANK A/S331.4K$57.1M−$16MCut−$41.4M
OP Asset Management Ltd117.4K$20.2M−$4.01MAdded$1.95M
Swiss Life Asset Management Ltd90.5K$15.6M−$4.38MCut−$10.4M
Explore Capital Management, LLC57.6K$9.93MHeld
Altrafin AG36.6K$6.31M−$1.26MAdded$561.6K
Sanctuary Advisors, LLC36.1K$6.23M−$1.75MCut−$3.62M
Saranac Partners Ltd25.2K$4.35M−$1.2MCut−$1.14M
FIRST NATIONAL BANK OF OMAHA22.9K$3.94M−$982.4KCut−$540.2K
Savant Capital, LLC17.7K$3.05M−$812.5KCut−$657.1K
Cresset Asset Management, LLC9.62K$1.66MHeld
Leonteq Securities AG4.61K$795.2K−$223.8KCut−$335K
ELEVATION POINT WEALTH PARTNERS, LLC4.57K$787.6K−$191.2KCut−$84.5K
Roehl & Yi Investment Advisors, LLC4K$690.2K−$193.8KCut−$209.9K
Alberta Investment Management Corp3.9K$672.4KHeld
NWAM LLC4.46K$660KHeld
Aventura Private Wealth, LLC3.28K$565.2K−$158.7KCut−$477.6K
ONTARIO TEACHERS PENSION PLAN BOARD2.74K$472.1K−$132.6KCut−$236.6K
INDEPENDENT FINANCIAL GROUP, LLC2.05K$354.1K−$52.8KAdded$113.2K
Blackston Financial Advisory Group, LLC1.18K$203.4K−$57.1KCut−$57.1K
Finivi Inc.1.16K$200.5K−$55.9KCut−$54.3K
Medallion Wealth Advisors, LLC236$40.7K−$11.5KCut−$11.5K
BROADWATER CAPITAL MANAGEMENT LLC34.5K$34.5K−$44KCut−$9.68K
Prestige Wealth Management Group LLC182$31.4K−$8.81KCut−$8.81K
Essential Partners LLC21$3.62KHeld

Who left

Positions as of Q2 2025. 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.