Fiserv, Inc.
CH ˙ BRSE ˙ US3377381088
SecurityCH:FIV / Fiserv, Inc.
InstitutionPuzo Michael J
Latest Disclosed Ownership43,973 shares
Latest Disclosed Value $ 2,453,693
Puzo Michael J reports 28.02% decrease in ownership of FIV / Fiserv, Inc.

On May 7, 2026 - Puzo Michael J filed a 13F-HR form disclosing ownership of 43,973 shares of Fiserv, Inc. (CH:FIV) valued at $2,453,693 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 61,088 shares of Fiserv, Inc.. This represents a change in shares of -28.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F FISERV COM 337738108 43,973 -17,115 -28.02 2,454 -40.21 0.7145
2026-02-14 2025-12-31 13F FISERV COM 337738108 61,088 -6,116 -9.10 4,103 -52.64 1.1170
2025-11-10 2025-09-30 13F FISERV COM 337738108 67,204 231 0.34 8,665 -24.96 2.3634
2025-07-23 2025-06-30 13F FISERV COM 337738108 66,973 -2,983 -4.26 11,547 -25.26 3.2899
2025-04-21 2025-03-31 13F FISERV COM 337738108 69,956 -4,565 -6.13 15,448 0.91 4.4270
2025-02-13 2024-12-31 13F FISERV COM 337738108 74,521 -6,057 -7.52 15,308 5.75 4.2796
2024-11-12 2024-09-30 13F FISERV COM 337738108 80,578 -379 -0.47 14,476 19.98 3.7841
2024-08-12 2024-06-30 13F FISERV COM 337738108 80,957 -4,232 -4.97 12,066 -11.38 3.3490
2024-05-13 2024-03-31 13F FISERV COM 337738108 85,189 5,003 6.24 13,615 27.82 3.7738
2024-02-14 2023-12-31 13F FISERV COM 337738108 80,186 -188 -0.23 10,652 17.31 3.3833
2023-11-14 2023-09-30 13F FISERV COM 337738108 80,374 300 0.37 9,079 -10.12 3.0795
2023-08-11 2023-06-30 13F FISERV COM 337738108 80,074 -155 -0.19 10,101 11.39 3.1976
2023-05-11 2023-03-31 13F FISERV COM 337738108 80,229 727 0.91 9,068 12.86 3.0252
2023-02-09 2022-12-31 13F FISERV COM 337738108 79,502 75 0.09 8,035 8.13 2.9015
2022-11-08 2022-09-30 13F FISERV COM 337738108 79,427 -435 -0.54 7,431 4.57 2.8245
2022-07-19 2022-06-30 13F FISERV COM 337738108 79,862 186 0.23 7,106 -12.04 2.5233
2022-05-17 2022-03-31 13F FISERV COM 337738108 79,676 136 0.17 8,079 -2.13 2.4314
2022-02-08 2021-12-31 13F FISERV COM 337738108 79,540 1,265 1.62 8,255 -2.80 2.3315
2021-11-10 2021-09-30 13F FISERV COM 337738108 78,275 -220 -0.28 8,493 1.23 2.6919
2021-08-09 2021-06-30 13F FISERV COM 337738108 78,495 -1,952 -2.43 8,390 -12.39 2.6069
2021-05-17 2021-03-31 13F FISERV COM 337738108 80,447 -621 -0.77 9,576 3.74 3.0486
2021-02-16 2020-12-31 13F FISERV COM 337738108 81,068 359 0.44 9,231 11.00 3.0138
2020-10-28 2020-09-30 13F FISERV COM 337738108 80,709 90 0.11 8,316 5.64 2.9596
2020-07-28 2020-06-30 13F FISERV COM 337738108 80,619 -879 -1.08 7,872 1.68 2.9450
2020-05-07 2020-03-31 13F FISERV COM 337738108 81,498 -3,917 -4.59 7,742 -21.62 3.4069
2020-01-15 2019-12-31 13F FISERV COM 337738108 85,415 -6,124 -6.69 9,877 4.15 3.5343
2019-11-06 2019-09-30 13F FISERV COM 337738108 91,539 -4,647 -4.83 9,483 8.14 3.5717
2019-07-24 2019-06-30 13F FISERV COM 337738108 96,186 254 0.26 8,769 3.54 3.2568
2019-05-01 2019-03-31 13F FISERV COM 337738108 95,932 -2,201 -2.24 8,469 17.40 3.3014
2019-01-24 2018-12-31 13F FISERV COM 337738108 98,133 -3,702 -3.64 7,214 -14.00 3.2049
2018-10-15 2018-09-30 13F FISERV COM 337738108 101,835 -2,476 -2.37 8,388 8.53 3.1645
2018-07-30 2018-06-30 13F FISERV COM 337738108 104,311 -1,943 -1.83 7,729 2.02 3.2724
2018-04-24 2018-03-31 13F FISERV COM 337738108 106,254 52,640 98.18 7,576 7.77 3.2271
2018-02-02 2017-12-31 13F FISERV COM 337738108 53,614 9,520 21.59 7,030 23.62 2.8971
2017-10-26 2017-09-30 13F FISERV COM 337738108 44,094 -490 -1.10 5,687 4.25 2.9595
2017-07-25 2017-06-30 13F FISERV COM 337738108 44,584 411 0.93 5,455 7.11 2.9440
2017-05-16 2017-03-31 13F FISERV COM 337738108 44,173 -140 -0.32 5,093 8.13 2.8287
2017-02-14 2016-12-31 13F FISERV Common Stock 337738108 44,313 -752 -1.67 4,710 5.04 2.7251
2016-11-16 2016-09-30 13F FISERV Common Stock 337738108 45,065 4,610 11.40 4,484 1.93 2.5857
2016-08-08 2016-06-30 13F FISERV Common Stock 337738108 40,455 300 0.75 4,399 6.82 2.9018
2016-05-27 2016-03-31 13F FISERV Common Stock 337738108 40,155 2,535 6.74 4,118 19.64 2.7320
2016-02-12 2015-12-31 13F FISERV Common Stock 337738108 37,620 1,470 4.07 3,442 9.97 2.4041
2015-11-13 2015-09-30 13F FISERV Common Stock 337738108 36,150 5 0.01 3,130 4.58 2.2236
2015-08-10 2015-06-30 13F FISERV Common Stock 337738108 36,145 350 0.98 2,993 5.28 1.9285
2015-05-22 2015-03-31 13F FISERV Common Stock 337738108 35,795 860 2.46 2,843 14.64 1.8159
2015-02-13 2014-12-31 13F FISERV Common Stock 337738108 34,935 640 1.87 2,480 11.86 1.6277
2014-11-24 2014-09-30 13F FISERV Common Stock 337738108 34,295 270 0.79 2,217 8.04 1.5212
2014-07-24 2014-06-30 13F FISERV Common Stock 337738108 34,025 4,834 16.56 2,052 23.99 1.4235
2014-05-30 2014-03-31 13F FISERV Common Stock 337738108 29,191 2,875 10.92 1,655 6.50 1.1913
2014-05-28 2013-12-31 13F FISERV Common Stock 337738108 26,316 14,648 125.54 1,554 31.92 1.1335
2013-11-18 2013-09-30 13F FISERV Common Stock 337738108 11,668 2,618 28.93 1,178 48.93 0.9849
2013-08-19 2013-06-30 13F FISERV Common Stock 337738108 9,050 1,530 20.35 791 19.67 0.6944
2013-08-16 2013-03-31 13F FISERV Common Stock 337738108 7,520 7,520 661 0.5762
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.