Public record / Tickers / FISV

FISV — FISERV INC

Both disclosure regimes on one name: who in Congress filed about FISV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
57
all PTR rows naming FISV
Members · 12m
5
6 buys · 7 sells · by trade date
Latest PTR
08-24
filed 2026-08-24
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $100K–$250K

Sale · traded 2019-06-20 → filed 2019-06-21. Ranked over every FISV row by the provable lower bound, never a point estimate.

5 members · 6 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

13 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FISV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FISV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-24John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 2025-11-21 LATE·276d$1K–$15Kamendment pending
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 57 ↗

Members active in FISV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing FISV in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-316−$26.0K to $58.0K2
John Boozman R–AR3−$45.0K to −$3.0K6
Julie Johnson D–TX-322−$14.0K to $14.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Thomas H. Kean, Jr. R–NJ-71−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · FISV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
2 John Boozman R–AR, Julie Johnson D–TX-32 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $30.6M held
Trimming
2 Caxton Associates, Baupost Group $2.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FISERV INC

Merged timeline of congressional filings and notable-manager moves on FISV
DateWhoChangeSize
2026-08-24John Boozman CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+112,360 sh
2026-05-14Caxton Associates 13Ftrim−11,760 sh
2026-05-14Baupost Group 13Fexit−2,200,000 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of FISV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$2.8B1
2BlackRock, Inc.$2.2B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
4STATE STREET CORP$1.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
6HARRIS ASSOCIATES L P$1.1B1
7Capital World Investors$776M1
8GEODE CAPITAL MANAGEMENT, LLC$731M1
9FEDERATED HERMES, INC.$483M1
10MORGAN STANLEY$443M1
11First Eagle Investment Management, LLC$418M1
12Invesco Ltd.$362M1
13Amundi$338M1
14D. E. Shaw & Co., Inc.$330M1
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$326M1
16FMR LLC$307M1
17FRANKLIN RESOURCES INC$301M1
18NORTHERN TRUST CORP$297M1
19JANA Partners Management, LP$248M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$239M1
21DEUTSCHE BANK AG\$208M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$207M1
23Legal & General Group Plc$200M1
24UBS Group AG$199M1
25VANGUARD FIDUCIARY TRUST CO$168M1
26FIL Ltd$166M1
27Longview Partners (Guernsey) LTD$162M1
28PITTENGER & ANDERSON INC$161M1
29AQR CAPITAL MANAGEMENT LLC$159M1
30DIMENSIONAL FUND ADVISORS LP$157M1
31Bank of New York Mellon Corp$154M1
32Turtle Creek Asset Management Inc.$148M1
33LAZARD ASSET MANAGEMENT LLC$143M1
34COOKE & BIELER LP$140M1
35NORDEA INVESTMENT MANAGEMENT AB$124M1
36MAIRS & POWER INC$120M1
37BANK OF AMERICA CORP /DE/$120M1
38Nuveen, LLC$119M1
39Squarepoint Ops LLC$111M1
40BRANDES INVESTMENT PARTNERS, LP$108M1
41Qube Research & Technologies Ltd$106M1
42AustralianSuper Pty Ltd$103M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$103M1
44Swiss National Bank$88.1M1
45Assenagon Asset Management S.A.$79.1M1
46BARCLAYS PLC$78.4M1
47PRUDENTIAL FINANCIAL INC$78.0M1
48ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$77.5M1
49JANE STREET GROUP, LLC$72.6M1
50Vanguard Global Advisers, LLC$71.4M1
51Sumitomo Mitsui Trust Group, Inc.$68.5M1
52HSBC HOLDINGS PLC$68.0M1
53Mitsubishi UFJ Asset Management Co., Ltd.$67.5M1
54Swedbank AB$64.0M1
55CITIGROUP INC$63.4M1
56MASSACHUSETTS FINANCIAL SERVICES CO /MA/$61.9M1
57ROYAL BANK OF CANADA$59.4M1
58Bank Julius Baer & Co. Ltd, Zurich$58.1M1
59ALLIANCEBERNSTEIN L.P.$56.2M1
60National Pension Service$54.9M1
61Mondrian Investment Partners LTD$54.7M1
62Patient Capital Management, LLC$54.0M1
63SUMMITRY LLC$53.0M1
64NEW YORK STATE COMMON RETIREMENT FUND$52.0M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$51.8M1
66VANGUARD ASSET MANAGEMENT, Ltd$51.6M1
67Trexquant Investment LP$49.6M1
68CANADA PENSION PLAN INVESTMENT BOARD$46.7M1
69NEW SOUTH CAPITAL MANAGEMENT INC$45.8M1
70LPL Financial LLC$43.6M1
71RAYMOND JAMES FINANCIAL INC$41.8M1
72SEI INVESTMENTS CO$41.3M1
73CITADEL ADVISORS LLC$40.7M1
74RENAISSANCE TECHNOLOGIES LLC$37.3M1
75PRINCIPAL FINANCIAL GROUP INC$35.8M1
76Invenomic Capital Management LP$34.9M1
77OFI INVEST ASSET MANAGEMENT$34.0M1
78BNP Paribas Asset Management Holding S.A.$33.1M1
79MILFORD FUNDS LTD$32.8M1
80Quantinno Capital Management LP$31.6M1
81Junto Capital Management LP$31.6M1
82Prana Capital Management, LP$31.4M1
83Gotham Asset Management, LLC$30.6M1
84Birch Hill Investment Advisors LLC$29.5M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.8M1
86BANK OF MONTREAL /CAN/$28.7M1
87WELCH & FORBES LLC$28.3M1
88WELLS FARGO & COMPANY/MN$28.0M1
89AVIVA PLC$27.6M1
90Danica Pension, Livsforsikringsaktieselskab$27.3M1
91ADAGE CAPITAL PARTNERS GP, L.L.C.$26.9M1
92MILLENNIUM MANAGEMENT LLC$26.7M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.6M1
94CAPITOLIS LIQUID GLOBAL MARKETS LLC$25.0M1
95ARIEL INVESTMENTS, LLC$24.1M1
96Aberdeen Group plc$23.1M1
97Korea Investment CORP$22.9M1
98BLAIR WILLIAM & CO/IL$22.7M1
99America First Investment Advisors, LLC$22.4M1
100TWO SIGMA INVESTMENTS, LP$22.3M1
101FORA Capital, LLC$21.1M1
102Capital Research Global Investors$20.8M1
103Creative Planning$20.3M1
104Cornerstone Investment Partners, LLC$20.0M1
105APG Asset Management N.V.$19.8M1
106STATE OF WISCONSIN INVESTMENT BOARD$19.3M1
107United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$19.2M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$18.8M1
109NORTH STAR ASSET MANAGEMENT INC$18.6M1
110AMERIPRISE FINANCIAL INC$18.3M1
111DANSKE BANK A/S$17.9M1
112DISCOVERY CAPITAL MANAGEMENT, LLC / CT$17.3M1
113STIFEL FINANCIAL CORP$17.1M1
114TORONTO DOMINION BANK$17.1M1
115Mariner, LLC$17.0M1
116ENVESTNET ASSET MANAGEMENT INC$17.0M1
117Ensign Peak Advisors, Inc$16.8M1
118Pictet Asset Management Holding SA$16.8M1
119PFA Pension, Forsikringsaktieselskab$16.4M1
120NICHOLS & PRATT ADVISERS LLP /MA$16.0M1
121Applied Finance Capital Management, LLC$15.9M1
122Corus Family Wealth Advisors$15.4M1
123TD ASSET MANAGEMENT INC$15.2M1
124Saudi Central Bank$15.1M1
125Chevy Chase Trust Holdings, LLC$15.1M1
126Trajan Wealth LLC$15.1M1
127Vanguard Investments Australia, Ltd.$14.9M1
128MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.5M1
129Redwood Grove Capital, LLC$14.4M1
130ROYAL LONDON ASSET MANAGEMENT LTD$14.2M1
131Marble Harbor Investment Counsel, LLC$14.2M1
132VICTORY CAPITAL MANAGEMENT INC$14.0M1
133MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$13.8M1
134Connor, Clark & Lunn Investment Management Ltd.$13.6M1
135BALYASNY ASSET MANAGEMENT L.P.$13.3M1
136WORLDQUANT MILLENNIUM ADVISORS LLC$13.2M1
137BANK OF NOVA SCOTIA$13.1M1
138Asset Management One Co., Ltd.$13.1M1
139Quadrature Capital Ltd$13.1M1
140Two Point Capital Management, Inc.$13.0M1
141Cerity Partners LLC$13.0M1
142Mitsubishi UFJ Trust & Banking Corp$12.7M1
143Gator Capital Management, LLC$12.7M1
144Running Oak Capital LLC$12.5M1
145Poehling Capital Management, INC.$12.5M1
146COMMERCE BANK$12.5M1
147KLP KAPITALFORVALTNING AS$12.4M1
148Varma Mutual Pension Insurance Co$12.1M1
149Swiss Life Asset Management Ltd$12.0M1
150PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$11.9M1
151IEQ CAPITAL, LLC$11.7M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$11.7M1
153Aquatic Capital Management LLC$11.7M1
154Focus Partners Wealth$11.0M1
155NOMURA ASSET MANAGEMENT CO LTD$11.0M1
156FIRST TRUST ADVISORS LP$10.9M1
157NISA INVESTMENT ADVISORS, LLC$10.8M1
158COLRAIN CAPITAL LLC$10.7M1
159Corient Private Wealth LLC$10.4M1
160Lansforsakringar Fondforvaltning AB (publ)$10.2M1
161State of New Jersey Common Pension Fund D$10.1M1
162COERENTE CAPITAL MANAGEMENT$10.1M1
163AGF MANAGEMENT LTD$10.0M1
164Y-Intercept (Hong Kong) Ltd$9.9M1
165Optiver Holding B.V.$9.9M1
166EXCHANGE TRADED CONCEPTS, LLC$9.9M1
167CIBC Bancorp USA Inc.$9.8M1
168Baird Financial Group, Inc.$9.8M1
169CREDIT AGRICOLE S A$9.8M1
170ASSOCIATED BANC-CORP$9.7M1
171US BANCORP \DE\$9.6M1
172Resona Asset Management Co.,Ltd.$9.5M1
173Cetera Investment Advisers$9.2M1
174Taikang Asset Management (Hong Kong) Co Ltd$9.2M1
175Venator Management LLC$9.1M1
176PRUDENTIAL PLC$8.8M1
177FIFTH THIRD BANCORP$8.7M1
178STATE OF MICHIGAN RETIREMENT SYSTEM$8.4M1
179Tredje AP-fonden$8.4M1
180Czech National Bank$8.2M1
181Arizona State Retirement System$8.2M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.1M1
183Schonfeld Strategic Advisors LLC$8.1M1
184DUDLEY & SHANLEY, INC.$8.0M1
185NORTH POINT PORTFOLIO MANAGERS CORP/OH$8.0M1
186CHOREO, LLC$7.9M1
187SCHWERIN BOYLE CAPITAL MANAGEMENT INC$7.9M1
188Hemenway Trust Co LLC$7.9M1
189MCRAE CAPITAL MANAGEMENT INC$7.8M1
190Jain Global LLC$7.7M1
191MACKENZIE FINANCIAL CORP$7.5M1
192MetLife Investment Management, LLC$7.4M1
193Rafferty Asset Management, LLC$7.3M1
194CIBC Asset Management Inc$7.3M1
195Holocene Advisors, LP$7.2M1
196Tidal Investments LLC$7.1M1
197Man Group plc$7.1M1
198Stanley Capital Management, LLC$7.0M1
199COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
200Longaeva Partners L.P.$6.9M1
201Callan Family Office, LLC$6.6M1
202HUDSON EDGE INVESTMENT PARTNERS INC.$6.6M1
203Atlantic Union Bankshares Corp$6.6M1
204Blume Capital Management, Inc.$6.6M1
205Mirae Asset Global Investments Co., Ltd.$6.4M1
206DnB Asset Management AS$6.4M1
207Retirement Systems of Alabama$6.4M1
208Calamos Advisors LLC$6.3M1
209MERCER GLOBAL ADVISORS INC /ADV$6.3M1
210THOMPSON INVESTMENT MANAGEMENT, INC.$6.3M1
211IFM Investors Pty Ltd$6.2M1
212SEB Asset Management AB$6.2M1
213Dorsey & Whitney Trust CO LLC$6.2M1
214TOTH FINANCIAL ADVISORY CORP$6.2M1
215Madison Asset Management, LLC$6.2M1
216XPONANCE LLC$6.2M1
217STALEY CAPITAL ADVISERS INC$6.1M1
218NATIXIS$6.1M1
219GROUP ONE TRADING LLC$6.1M1
220ProShare Advisors LLC$6.1M1
221CIBC WORLD MARKET INC.$6.1M1
222INTECH INVESTMENT MANAGEMENT LLC$5.9M1
223Woodline Partners LP$5.9M1
224Sovereign's Capital Management, LLC$5.8M1
225Quinn Opportunity Partners LLC$5.8M1
226WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.7M1
227Intrinsic Edge Capital Management LLC$5.6M1
228CWM, LLC$5.6M1
229Marks Group Wealth Management, Inc$5.6M1
230Daiwa Securities Group Inc.$5.6M1
231Robertson Opportunity Capital, LLC$5.6M1
232USS Investment Management Ltd$5.5M1
233PUBLIC SECTOR PENSION INVESTMENT BOARD$5.4M1
234M&T BANK CORP$5.3M1
235VOYA INVESTMENT MANAGEMENT LLC$5.1M1
236ExodusPoint Capital Management, LP$5.1M1
237FARMERS & MERCHANTS INVESTMENTS INC$5.1M1
238Eurizon Capital SGR S.p.A.$4.9M1
239OSAIC HOLDINGS, INC.$4.9M1
240Utah Retirement Systems$4.9M1
241FARALLON CAPITAL MANAGEMENT, L.L.C.$4.8M1
242KLCM Advisors, Inc.$4.7M1
243ROMANO BROTHERS AND COMPANY$4.7M1
244IMC-Chicago, LLC$4.7M1
245Legal Advantage Investments, Inc.$4.7M1
246TAM Capital Management Inc.$4.6M1
247Edgestream Partners, L.P.$4.5M1
248CLOVERFIELDS CAPITAL GROUP, LP$4.5M1
249Hillman Capital Management, Inc.$4.5M1
250NEOS Investment Management LLC$4.5M1
251NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.5M1
252Broderick Brian C$4.4M1
253ING GROEP NV$4.4M1
254Rakuten Investment Management, Inc.$4.4M1
255Kestra Advisory Services, LLC$4.3M1
256BRADLEY FOSTER & SARGENT INC/CT$4.3M1
257EXENCIAL WEALTH ADVISORS, LLC$4.2M1
258Marex Group Ltd$4.2M1
259Vident Advisory, LLC$4.1M1
260BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
2611832 Asset Management L.P.$4.1M1
262BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.1M1
263Sumitomo Mitsui DS Asset Management Company, Ltd$4.1M1
264Quantbot Technologies LP$4.0M1
265ASSETMARK, INC$4.0M1
266Bragg Financial Advisors, Inc$4.0M1
267STOREBRAND ASSET MANAGEMENT AS$4.0M1
268Monaco Asset Management SAM$3.9M1
269NISSAY ASSET MANAGEMENT CORP /JAPAN$3.9M1
270CONTINENTAL ADVISORS LLC$3.9M1
271BUCKHEAD CAPITAL MANAGEMENT LLC$3.8M1
272Saranac Partners Ltd$3.8M1
273SCOTIA CAPITAL INC.$3.8M1
274Inlet Private Wealth, LLC$3.8M1
275JB Capital LLC$3.8M1
276HighTower Advisors, LLC$3.8M1
277BROOKTREE CAPITAL MANAGEMENT$3.7M1
278Rockefeller Capital Management L.P.$3.7M1
279JACOBS LEVY EQUITY MANAGEMENT, INC$3.7M1
280COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
281Janus Henderson Group Ltd.$3.6M1
282D.A. DAVIDSON & CO.$3.6M1
283SMITHBRIDGE ASSET MANAGEMENT INC/DE$3.6M1
284Candriam S.C.A.$3.5M1
285Generali Asset Management SPA SGR$3.5M1
286LETSON INVESTMENT MANAGEMENT, INC.$3.5M1
287PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$3.5M1
288Vanguard Personalized Indexing Management, LLC$3.5M1
289OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
290Kidder Stephen W$3.4M1
291AUXIER ASSET MANAGEMENT LLC$3.4M1
292YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
293Pathstone Holdings, LLC$3.3M1
294Robeco Institutional Asset Management B.V.$3.3M1
295SIH Partners, LLLP$3.2M1
296Buttonwood Financial Advisors Inc.$3.2M1
297MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
298O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.2M1
299Ethic Inc.$3.2M1
300UniSuper Management Pty Ltd$3.2M1
301OP Asset Management Ltd$3.1M1
302TWINBEECH CAPITAL LP$3.0M1
303BALDWIN WEALTH PARTNERS LLC/MA$3.0M1
304Dana Investment Advisors, Inc.$3.0M1
305KEYBANK NATIONAL ASSOCIATION/OH$2.9M1
306Triad Investment Management$2.9M1
307Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.9M1
308Vontobel Holding Ltd.$2.9M1
309Gilman Hill Asset Management, LLC$2.8M1
310SOMERVILLE KURT F$2.8M1
311CAXTON ASSOCIATES LLP$2.8M1
312Caprock Group, LLC$2.7M1
313Curi Capital, LLC$2.7M1
314HEADINVEST, LLC$2.7M1
315TD Waterhouse Canada Inc.$2.6M1
316Delaney Dennis R$2.6M1
317Altrafin AG$2.6M1
318OpenArc Corporate Advisory, LLC$2.6M1
319Investment Management Corp of Ontario$2.6M1
320MONARCH CAPITAL MANAGEMENT INC$2.5M1
321Wealthfront Advisers LLC$2.5M1
322MML INVESTORS SERVICES, LLC$2.5M1
323Walleye Trading LLC$2.5M1
324Robinson Value Management, Ltd.$2.5M1
325PUZO MICHAEL J$2.5M1
326M&G Plc$2.4M1
327MACQUARIE GROUP LTD$2.4M1
328MONTAG A & ASSOCIATES INC$2.3M1
329BAHL & GAYNOR INC$2.3M1
330Chesley Taft & Associates LLC$2.3M1
331ASR Vermogensbeheer N.V.$2.3M1
332Legacy Private Trust Co.$2.3M1
333NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.3M1
334Osmosis Investment Management UK Ltd$2.2M1
335WELLINGTON MANAGEMENT GROUP LLP$2.2M1
336Federation des caisses Desjardins du Quebec$2.2M1
337Savant Capital, LLC$2.2M1
338BUILDER INVESTMENT GROUP INC /ADV$2.2M1
339TRUIST FINANCIAL CORP$2.2M1
340Hills Bank & Trust Co$2.2M1
341Vinva Investment Management Ltd$2.2M1
342ZWJ INVESTMENT COUNSEL INC$2.2M1
343WASATCH ADVISORS LP$2.2M1
344BENJAMIN EDWARDS INC$2.1M1
345Redmond Asset Management, LLC$2.1M1
346Leonteq Securities AG$2.1M1
347HARBER ASSET MANAGEMENT LLC$2.0M1
348World Investment Advisors$2.0M1
349Mork Capital Management, LLC$2.0M1
350QRG CAPITAL MANAGEMENT, INC.$1.9M1
351Murphy Pohlad Asset Management LLC$1.9M1
352Freestone Capital Holdings, LLC$1.9M1
353Pinnacle Financial Partners, Inc.$1.9M1
354HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
355SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
356Machina Capital S.A.S.$1.9M1
357Core Alternative Capital$1.9M1
358OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
359Norinchukin Bank, The$1.8M1
360Callahan Advisors, LLC$1.8M1
361Grantham, Mayo, Van Otterloo & Co. LLC$1.8M1
362MIZUHO SECURITIES USA LLC$1.8M1
363Verdence Capital Advisors LLC$1.8M1
364JONES FINANCIAL COMPANIES LLLP$1.8M1
365AMERICAN CENTURY COMPANIES INC$1.8M1
366Fisher Funds Management LTD$1.8M1
367Empowered Funds, LLC$1.8M1
368INVESTMENT HOUSE LLC$1.8M1
369Advisors Asset Management, Inc.$1.8M1
370ALBERT D MASON INC$1.8M1
371&PARTNERS$1.8M1
372Capital International Sarl$1.7M1
373HARTFORD INVESTMENT MANAGEMENT CO$1.7M1
374Taylor Financial Group, Inc.$1.7M1
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
376WP Advisors, LLC$1.7M1
377HB Wealth Management, LLC$1.7M1
378NewEdge Advisors, LLC$1.7M1
379Sagewood Asset Management LP$1.7M1
380Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1.6M1
381Fairbanks Capital Management, Inc.$1.6M1
382Perennial Advisors, LLC$1.6M1
383Summit Trail Advisors, LLC$1.6M1
384Merit Financial Group, LLC$1.6M1
385Badgley Phelps Wealth Managers, LLC$1.5M1
386Brooklyn Investment Group$1.5M1
387Atria Investments, Inc$1.5M1
388AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
389OMERS ADMINISTRATION Corp$1.5M1
390Maryland State Retirement & Pension System$1.5M1
391Equitable Holdings, Inc.$1.5M1
392LB Partners LLC$1.5M1
393GUGGENHEIM CAPITAL LLC$1.5M1
394Crossmark Global Holdings, Inc.$1.5M1
395Allspring Global Investments Holdings, LLC$1.5M1
396EAGLE ROCK INVESTMENT COMPANY, LLC$1.5M1
397OPPENHEIMER & CO INC$1.5M1
398B. Metzler seel. Sohn & Co. AG$1.5M1
399Cascade Investment Advisors, Inc.$1.4M1
400READYSTATE ASSET MANAGEMENT LP$1.4M1
401Sequoia Financial Advisors, LLC$1.4M1
402Allianz Asset Management GmbH$1.4M1
403SouthState Bank Corp$1.4M1
404NEXPOINT ASSET MANAGEMENT, L.P.$1.4M1
405CenterBook Partners LP$1.3M1
406FULTON BANK, N.A.$1.3M1
407Lido Advisors, LLC$1.3M1
408NATIONAL BANK OF CANADA /FI/$1.3M1
409FIDUCIARY TRUST CO$1.3M1
410Numerai GP LLC$1.3M1
411Linden Thomas Advisory Services, LLC$1.3M1
412Metis Global Partners, LLC$1.3M1
413Brevan Howard Capital Management LP$1.3M1
414Laurion Capital Management LP$1.3M1
415PEAK6 LLC$1.3M1
416Bleakley Financial Group, LLC$1.3M1
417TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
418LGT Group Foundation$1.2M1
419Private Advisor Group, LLC$1.2M1
420MUFG Securities EMEA plc$1.2M1
421Independent Advisor Alliance$1.2M1
422ABN AMRO INVESTMENT SOLUTIONS$1.2M1
423Palouse Capital Management, Inc.$1.2M1
424GLENMEDE TRUST CO NA$1.2M1
425Avior Wealth Management, LLC$1.2M1
426Elefante Mark B$1.2M1
427NOMURA HOLDINGS INC$1.1M1
428Dai-ichi Life Insurance Company, Ltd$1.1M1
429Illinois Municipal Retirement Fund$1.1M1
430RBF Capital, LLC$1.1M1
431Empirical Finance, LLC$1.1M1
432HUNTINGTON NATIONAL BANK$1.1M1
433COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
434Banque Cantonale Vaudoise$1.1M1
435Richard W. Paul & Associates, LLC$1.1M1
436Stelac Advisory Services LLC$1.1M1
437Chicago Capital, LLC$1.1M1
438VARCOV Co.$1.1M1
439MAI Capital Management$1.1M1
440E. Ohman J:or Asset Management AB$1.0M1
441WHITEBOX ADVISORS LLC$1.0M1
442Siemens Fonds Invest GmbH$1.0M1
443BROWN ADVISORY INC$1.0M1
444Clearstead Advisors, LLC$1.0M1
445TECTONIC ADVISORS LLC$1.0M1
446Concurrent Investment Advisors, LLC$988K1
447Glenview Trust Co$982K1
448Laird Norton Wetherby Trust Company, LLC$979K1
449PATTON ALBERTSON MILLER GROUP, LLC$977K1
450Fairtree Asset Management (Pty) Ltd$968K1
451HM PAYSON & CO$966K1
452NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$960K1
453Fragasso Financial Advisors Inc$959K1
454WEALTHEDGE INVESTMENT ADVISORS, LLC$958K1
455CAMBIENT FAMILY OFFICE, LLC$954K1
456INTREPID CAPITAL MANAGEMENT INC$951K1
457Ellenbecker Investment Group$948K1
458Sanctuary Advisors, LLC$943K1
459Diversified Trust Co$942K1
460EVERGREEN CAPITAL MANAGEMENT LLC$926K1
461Dempze Nancy E$922K1
462WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$907K1
463Havemeyer Place LP$902K1
464Cannon Capital Management, Inc.$899K1
465AMG National Trust Bank$894K1
466Krane Funds Advisors LLC$874K1
467Argyle Capital Management, LLC$871K1
468Portfolio Design Labs, LLC$864K1
469WEBSTER BANK, N. A.$864K1
470North Dakota State Investment Board$863K1
471PANAGORA ASSET MANAGEMENT INC$859K1
472New Age Alpha Advisors, LLC$854K1
473Trinity Financial Advisors LLC$853K1
474Counterpoint Mutual Funds LLC$853K1
475SAXON INTERESTS, INC.$849K1
476Orion Porfolio Solutions, LLC$848K1
477Choate Investment Advisors$843K1
478Ascent Group, LLC$839K1
479AMI INVESTMENT MANAGEMENT INC$831K1
480MUFG SECURITIES AMERICAS INC.$830K1
481PEDDOCK CAPITAL ADVISORS, LLC$830K1
482Morningstar Investment Management LLC$824K1
483Retirement Planning Co of New England, Inc.$820K1
484SECURIAN ASSET MANAGEMENT, INC$810K1
485Baader Bank Aktiengesellschaft$809K1
486SteelPeak Wealth, LLC$807K1
487Berger Financial Group, Inc$797K1
488Atlantic Edge Private Wealth Management, LLC$796K1
489J. Safra Sarasin Holding AG$791K1
490Lombard Odier Asset Management (Switzerland) SA$769K1
491PRINCIPAL SECURITIES, INC.$767K1
492INTEGRAL INVESTMENT ADVISORS, INC.$761K1
493Central Pacific Bank - Trust Division$749K1
494Focus Financial Network, Inc.$747K1
495Mystic Asset Management, Inc.$746K1
496Hardy Reed LLC$741K1
497U.S. Capital Wealth Advisors, LLC$741K1
498Waverly Advisors, LLC$738K1
499Wilmington Savings Fund Society, FSB$737K1
500Robertson Stephens Wealth Management, LLC$733K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 7 sell
Congress net ($ bound)−$99.0K to $83.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FISV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming FISV
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for FISV · financials and macro

Financials — as filed PLANNED

FISV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FISV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing