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LPL Financial LLC

Position in FISV — Fiserv Inc

CIK 1403438 FORT MILL, SC

Position in FISV

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$39,996,105
-$3,571,530 QoQ
Shares Held
815,415
+4.4% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#76
of 1,143 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 25% Shared 0% None 75%

Common Shares in FISV Over Time

Shares Held

Position Value (USD)

Derivatives in FISV

reported options exposure · as of Jun 30, 2026
CallValue
$245,250
CallShares
5,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in FISV

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $245,250 5,000
2026-06-30 $39,996,105 815,415
2026-03-31 $43,567,635 780,782
2025-12-31 $51,227,737 762,658
2025-09-30 $81,940,043 635,539
2025-06-30 $123,493,834 716,280
2025-03-31 $130,161,176 589,418
2024-12-31 $103,672,187 504,684
2024-09-30 $70,519,811 392,540
2024-06-30 $54,048,908 362,647
2024-03-31 $53,150,857 332,567
2023-12-31 $41,415,393 311,769
2023-09-30 $33,796,276 299,188
2023-06-30 $36,277,712 287,576
2023-03-31 $32,494,881 287,489
2022-12-31 $22,801,189 225,598
2022-09-30 $20,849,735 222,825
2022-06-30 $20,465,947 230,032
2022-03-31 $23,378,175 230,554
2021-12-31 $23,891,523 230,191
2021-09-30 $22,794,548 210,088
2021-06-30 $22,940,731 214,620
2021-03-31 $26,925,776 226,191
2020-12-31 $23,323,082 204,840
2020-09-30 $15,318,897 148,655
2020-06-30 $19,096,814 195,624
2020-03-31 $17,120,997 180,240