Follow-The-Filings

Security

Fiserv Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

25 owners 2 new 3 exits max 15.4% (Jana Partners Management, LP)

owners 25
rank #75
master % 0.17%
max % 15.4%
tracked value $14.2B
qoq N 2 A 14 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jana Partners Management, LP 2026 Q1 15.4% New 15.4% 4,435,605 $248M hist
Hillman Capital Management, Inc. 2026 Q1 3.1% Add +1.51 pp 80,728 $4.5B hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 2.0% Add +1.30 pp 968,194 $54M hist
Vulcan Value Partners, LLC 2026 Q1 1.6% Reduce -0.15 pp 1,094,659 $61M hist
Dodge & Cox 2026 Q1 1.5% Add -0.25 pp 50,260,950 $2.8B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.5% Add +0.15 pp 19,737,630 $1.1B hist
Mairs & Power Inc. 2026 Q1 1.2% Add +0.17 pp 2,152,853 $120M hist
First Eagle Investment Management, LLC 2026 Q1 0.6% 7,495,234 $418M hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.3% Add +0.04 pp 432,559 $24M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Reduce -0.17 pp 5,907,462 $330M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.2% Add -0.02 pp 588,885 $33M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.13 pp 1,417,897 $95M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 548,284 $31M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 2,864,442 $159M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 8,276,976 $556M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 668,227 $37M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.04 pp 52,211,751 $3.5B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.01 pp 656,144 $37M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 86,000 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 238,119 $13M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 728,630 $41M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 479,075 $27M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 141,484 $8M hist
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 0.0% 3,990 $223 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,081 $60 hist
Seth Klarman - Baupost Group LLC/MA exited 2026 Q1 last 2025 Q4 2.8% Exit -2.80 pp 2,200,000 $148M hist
Lewis Sanders - Sanders Capital, LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.18 pp 2,292,304 $154M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 873,258 $59M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 5.02,7.01
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
8-K 1.01,2.03,8.01,9.01
4 FORM 4
4 FORM 4
424B5 424B5
8-K 1.01,9.01
424B5 424B5
8-K 7.01,9.01
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
8-K 5.02,7.01,9.01

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit
Gross margin
Net income $3.07B $3.13B $3.48B
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $34.81B $23.48B $24.65B
Total non-current assets * $56.08B $53.7B $55.48B
Total assets $90.89B $77.18B $80.13B
Total current liabilities $33.55B $22.16B $23.89B
Total non-current liabilities * $26.67B $27.33B $30.43B
Total equity $29.86B $27.07B $25.79B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.16B $6.63B $6.06B
Cash from investing -$1.07B -$2.4B -$2.52B
Cash from financing -$4.36B -$4.16B -$3.83B
Net change in cash -$229M $30M -$191M

ownership over time

filing count by report period · click a bar for that quarter’s holders