SEC ownership of FISERV INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000798354.

Comparable stake leader

DODGE & COX

Disclosed value leader

DODGE & COX

Comparable rows

50/50

Latest evidence

03 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
DODGE & COX
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
03 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000798354
Issuer location
Milwaukee, WI

Ownership snapshot

Top shareholders of FISERV INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
50/50
Latest evidence
03 Aug 2026
13D/G 13F 3/4/5 Lead comparable stake: 9.2% 13D/G row: DODGE & COX Showing 1-8 of 50 holder rows.

Quick read

DODGE & COX leads the comparable SEC ownership view at 9.2%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DODGE & COX's linked filing trail.
Comparable ownership Top 5
DODGE & COX 9.2%
VANGUARD CAPITAL MANAGEMENT LLC 7.2%
PRICE T ROWE ASSOCIATES INC /MD/ 3.4%
Frank Bisignano 0.6%
Michael P. Lyons 0.07%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DODGE & COX
13D/G 13F
Company
9.2%
$3,302,431,018
49,474,622 shares
+$723,610,918 31 Dec 2025
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
7.2%
$2,143,185,428
38,408,341 shares
$0 31 Mar 2026
PRICE T ROWE ASSOCIATES INC /MD/
13D/G 13F
T. Rowe Price Associates, Inc. · Company
3.4%
$3,096,412,930
18,707,183 shares
$0 30 Jun 2025
Frank Bisignano
3/4/5
Chairman and CEO, Director
0.6%
$675,615,803
3,211,407 shares
06 May 2025
Michael P. Lyons
3/4/5
Chief Executive Officer
0.07%
$22,284,037
351,317 shares
18 Feb 2026
Panagiotis Georgakopoulos
3/4/5
Chief Executive Officer, Director
0.06%
$16,955,834
303,868 shares
15 Jun 2026
Dhivya Suryadevara
3/4/5
Co-President
0.04%
$14,043,620
228,463 shares
20 Feb 2026
Paul M. Todd
3/4/5
Chief Financial Officer
0.03%
$9,150,117
184,107 shares
+$1,560,952 17 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$4,454,872.

Buys
$4,454,872
Insiders: 7
Sells
$0
Insiders: 0
Net
+$4,454,872
Shares: +79,681
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 79,681 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 44,781 0 $2,242,901 $0 +$2,242,901
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 34,900 0 $2,211,971 $0 +$2,211,971

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 34 reporting-owner rows connected to FISERV INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
34
Largest Forms 3/4/5 holder
Dylan G. Haggart
Net 12M change
+$4,454,872
Latest report
07 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Dylan G. Haggart Director, Other* $1,548,349,518 Mixed 17 May 2023
ValueAct Holdings, L.P. Director, Other* $1,003,089,992 Mixed 07 Aug 2023
Frank Bisignano Chairman and CEO, Director $675,615,803 Mixed 06 May 2025
Guy Chiarello Chief Operating Officer $57,343,371 Mixed 21 Feb 2025
Robert W. Hau Chief Financial Officer $41,140,908 Mixed 21 Feb 2025
Michael P. Lyons Chief Executive Officer $22,284,037 Mixed 18 Feb 2026
Panagiotis Georgakopoulos Chief Executive Officer, Director $16,955,834 Mixed 15 Jun 2026
Christopher M. Foskett Vice Chairman $14,314,580 Mixed 29 Jan 2024
Dhivya Suryadevara Co-President $14,043,620 Mixed 20 Feb 2026
Paul M. Todd Chief Financial Officer $9,150,117 +$1,560,952 +21% Filing P/S 17 Jun 2026
Adam L. Rosman Chief Admin. and Legal Officer $8,511,303 +$999,901 +13% Median 03 Aug 2026
Heidi Miller Director $7,830,544 Mixed 31 Mar 2025
Byron C. Vielehr Chief Strategy Officer $7,425,600 Mixed 31 Jul 2022
John Gibbons EVP, Head of Fin. Insts. Grp. $6,573,416 Filing P/S 03 Mar 2025
Doyle Simons Director $6,504,023 Mixed 31 Dec 2025
Suzan Kereere EVP, Head of GBS $6,350,601 Filing P/S 27 Dec 2023
Andrew Gelb EVP, Head of Fin. Sols. $5,808,031 Mixed 18 Feb 2026
Denis Oleary Director $5,309,083 Mixed 31 Mar 2022
Jennifer A. LaClair EVP, Head of Merchant Sols. $4,854,823 Mixed 17 Jul 2025
Kenneth Best Chief Accounting Officer $3,771,822 Mixed 23 Feb 2026

Recent insider transactions for FISERV INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Lance M. Fritz FISV Common Stock Purchase 58.1% $519,500 $51.95 10,000 27,207 07 Aug 2026 Direct
Adam L. Rosman FISV Common Stock Award 26.9% 36,799 173,523 03 Aug 2026 Direct
Charlotte Yarkoni FISV Deferred Compensation Notional Units Award 27.4% 663 3,083 30 Jun 2026 Direct
Gary Shedlin FISV Deferred Compensation Notional Units Award 113.8% 791 1,486 30 Jun 2026 Direct
Gordon M. Nixon FISV Deferred Compensation Notional Units Award 113.6% 892 1,677 30 Jun 2026 Direct
Wafaa Mamilli FISV Deferred Compensation Notional Units Award 40.8% 765 2,640 30 Jun 2026 Direct
Ajei Gopal FISV Deferred Compensation Notional Units Award 33.6% 765 3,044 30 Jun 2026 Direct
Lance M. Fritz FISV Deferred Compensation Notional Units Award 31% 765 3,231 30 Jun 2026 Direct
Celine S. Dufetel FISV Deferred Compensation Notional Units Award 113.7% 663 1,246 30 Jun 2026 Direct
Harry DiSimone FISV Deferred Compensation Notional Units Award 8.31% 663 8,645 30 Jun 2026 Direct
Henrique de Castro FISV Deferred Compensation Notional Units Award 10.7% 663 6,840 30 Jun 2026 Direct
Stephanie Cohen FISV Deferred Compensation Notional Units Award 113.7% 663 1,246 30 Jun 2026 Direct
Paul M. Todd FISV Common Stock Purchase 5.78% $499,982 $49.70 10,060 184,107 17 Jun 2026 Direct
Wafaa Mamilli FISV Common Stock Purchase 23.8% $149,746 $50.59 2,960 15,386 17 Jun 2026 Direct
Adam L. Rosman FISV Common Stock Purchase 8.02% $500,700 $49.33 10,150 136,724 16 Jun 2026 Direct
Charlotte Yarkoni FISV Common Stock Purchase 24.9% $100,118 $49.49 2,023 10,146 16 Jun 2026 Direct
Harry DiSimone FISV Common Stock Purchase 9.7% $101,080 $48.41 2,088 23,607 16 Jun 2026 Direct
Gordon M. Nixon FISV Common Stock Purchase 73.8% $371,775 $49.57 7,500 17,656 16 Jun 2026 Direct
Panagiotis Georgakopoulos FISV Common Stock Award 19.7% 50,094 303,868 15 Jun 2026 Direct
Paul M. Todd FISV Common Stock Award 149.8% 104,363 174,047 15 Jun 2026 Direct
Charlotte Yarkoni FISV Common Stock Award 103% 4,121 8,123 21 May 2026 Direct
Gary Shedlin FISV Common Stock Award 313.6% 4,121 5,435 21 May 2026 Direct
Gordon M. Nixon FISV Common Stock Award 139.4% 5,913 10,156 21 May 2026 Direct
Wafaa Mamilli FISV Common Stock Award 49.6% 4,121 12,426 21 May 2026 Direct
Ajei Gopal FISV Common Stock Award 128.5% 4,121 7,329 21 May 2026 Direct
Lance M. Fritz FISV Common Stock Award 31.5% 4,121 17,207 21 May 2026 Direct
Celine S. Dufetel FISV Common Stock Award 313.6% 4,121 5,435 21 May 2026 Direct
Harry DiSimone FISV Common Stock Award 23.7% 4,121 21,519 21 May 2026 Direct
Henrique de Castro FISV Common Stock Award 17.1% 4,121 28,233 21 May 2026 Direct
Stephanie Cohen FISV Common Stock Award 296.7% 4,121 5,510 21 May 2026 Direct
Charlotte Yarkoni FISV Deferred Compensation Notional Units Award 31.7% 583 2,420 31 Mar 2026 Direct
Gary Shedlin FISV Deferred Compensation Notional Units Award 695 695 31 Mar 2026 Direct
Wafaa Mamilli FISV Deferred Compensation Notional Units Award 56% 673 1,875 31 Mar 2026 Direct
Ajei Gopal FISV Deferred Compensation Notional Units Award 41.9% 673 2,279 31 Mar 2026 Direct
Gordon M. Nixon FISV Deferred Compensation Notional Units Award 785 785 31 Mar 2026 Direct
Lance M. Fritz FISV Deferred Compensation Notional Units Award 37.5% 673 2,466 31 Mar 2026 Direct
Celine S. Dufetel FISV Deferred Compensation Notional Units Award 583 583 31 Mar 2026 Direct
Harry DiSimone FISV Deferred Compensation Notional Units Award 7.88% 583 7,982 31 Mar 2026 Direct
Henrique de Castro FISV Deferred Compensation Notional Units Award 10.4% 583 6,177 31 Mar 2026 Direct
Stephanie Cohen FISV Deferred Compensation Notional Units Award 583 583 31 Mar 2026 Direct
Kenneth Best FISV Common Stock Tax liability -0.82% -531 64,586 23 Feb 2026 Direct
Adam L. Rosman FISV Common Stock Tax liability -1.71% -2,202 126,574 22 Feb 2026 Direct
Kenneth Best FISV Common Stock Tax liability -1.22% -802 65,117 22 Feb 2026 Direct
Adam L. Rosman FISV Common Stock Tax liability -1.12% -1,455 128,776 21 Feb 2026 Direct
Kenneth Best FISV Common Stock Tax liability -0.96% -642 65,919 21 Feb 2026 Direct
Dhivya Suryadevara FISV Common Stock Tax liability -11.5% -29,594 228,463 20 Feb 2026 Direct
Kenneth Best FISV Common Stock Award 31.3% 15,871 66,561 18 Feb 2026 Direct
Paul M. Todd FISV Common Stock Award 185% 45,231 69,684 18 Feb 2026 Direct
Adam L. Rosman FISV Common Stock Award 101.7% 65,665 130,231 18 Feb 2026 Direct
Andrew Gelb FISV Common Stock Award 210.7% 62,094 91,566 18 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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