13F

Stock

Fiserv Inc

FISV · held by 47 managers

Reported value

$2.14B

Holders

47

+3 new · −5 exited

Holders’ est. mark

−$88.2M

Price effect on 17 books still in the name

Largest holder

$1.38B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY10.7M$1.38BHeld
BARCLAYS PLC3.53M$455M−$71MAdded$173.3M
BANK OF AMERICA CORP /DE/1.65M$212.1MHeld
TUDOR INVESTMENT CORP ET AL230.8K$29.8MHeld
OP Asset Management Ltd96K$12.4M−$4.17MCut−$7.86M
Swiss Life Asset Management Ltd89.9K$11.6M−$3.91MCut−$4.02M
Saranac Partners Ltd955.7K$7.07M−$4.16MAdded$2.72M
Alberta Investment Management Corp42.1K$5.43M−$169.6KAdded$4.76M
Altrafin AG38.2K$4.93M−$1.59MCut−$1.39M
Savant Capital, LLC37K$4.76M−$768.7KAdded$1.72M
Sanctuary Advisors, LLC32.3K$4.17M−$1.41MCut−$2.06M
Keel Point, LLC31.3K$4.04MHeld
SSA SWISS ADVISORS AG18.3K$2.38MHeld
Leonteq Securities AG13.9K$1.79M−$200.5KAdded$998K
PEAK6 LLC13.6K$1.75MNew
IFP Advisors, Inc10.4K$1.34MHeld
Cresset Asset Management, LLC9.88K$1.27M−$418.4KCut−$384.6K
Allworth Financial LP7.65K$986.1KHeld
Hudson Bay Capital Management LP6.72K$866.5KHeld
GROUPAMA ASSET MANAGMENT6.09K$785.7KHeld
AIA Group Ltd5.83K$751KHeld
Investment Research Partners LLC10.3K$726.8KHeld
Cape Investment Advisory, Inc.4.5K$579.9KHeld
NWAM LLC4.51K$566.2K−$100.5KCut−$93.8K
Roehl & Yi Investment Advisors, LLC3.66K$471.4K−$159KCut−$218.8K
RIA Advisory Group LLC2.84K$366.3KHeld
Tributary Capital Management, LLC2.84K$366.2KHeld
CTC Alternative Strategies, Ltd.2.2K$283.6KHeld
Aventura Private Wealth, LLC2.09K$268.9K−$90.7KCut−$296.2K
Essential Partners LLC1.75K$226.3K−$913Added$222.7K
Legacy Financial Group LLC1.56K$201.4KHeld
MV CAPITAL MANAGEMENT, INC.583$75.2KHeld
AllSquare Wealth Management LLC540$69.6KHeld
Medallion Wealth Advisors, LLC236$30.4K−$10.3KCut−$10.3K
BROADWATER CAPITAL MANAGEMENT LLC200$25.8K$25.6KCut−$8.7K
Prestige Wealth Management Group LLC182$23.5K−$7.91KCut−$7.91K
Painted Porch Advisors LLC177$22.8KHeld
KBC Group NV124.5K$16.1KHeld
Noble Wealth Management PBC91$11.7KHeld
Kilter Group LLC85$11KHeld
NEW MEXICO EDUCATIONAL RETIREMENT BOARD25K$3.23KHeld
Principia Wealth Advisory, LLC15$1.93KHeld
Lipe & Dalton7.01K$904Held
SkyView Investment Advisors, LLC6.85K$884Held
FNY Investment Advisers, LLC14$1Held

Who left

Positions as of Q3 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.