FISV
Fiserv Inc
11 super-investors hold FISV worth a combined $4.66B. The largest position: Hillman Capital Management at 3.1% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 37 — ranked #167 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own FISV
Eleven super-investors hold FISV with a combined $4.7B in exposure, though the cohort count history — which bottomed at 2 before rebounding to 5 and has since drifted back to 3 in recent trailing quarters — signals interest that is stabilizing rather than compounding. The bulk of that $4.7B sits with two large, low-concentration holders: Dodge & Cox ($2.8B, 1.5% of portfolio) and Bill Nygren ($1.1B, 1.5%), suggesting broad conviction rather than high-stakes bets. In 2026Q1, activity was muted: Samantha McLemore added to her position (2.0%, $54M) while Vulcan Value Partners trimmed its 1.6% stake. No new entrants or full exits were recorded. The overall picture is a steady, institutionally anchored holding with marginal adjustments at the edges.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.5% | 22q | $2.80B | 50,260,950 |
| 2 | Bill Nygren | 1.5% | 22q | $1.10B | 19,737,630 |
| 3 | First Eagle Investment Management | 0.6% | — 1q | $418M | 7,495,234 |
| 4 | Mairs & Power Funds | 1.2% | 40q | $120M | 2,152,853 |
| 5 | Vulcan Value Partners | 1.6% | 10q | $61M | 1,094,659 |
| 6 | Samantha McLemore | 2.0% | 15q | $54M | 968,194 |
| 7 | Joel Greenblatt | <0.1% | 36q | $41M | 728,630 |
| 8 | Christopher Davis | 0.2% | 2q | $33M | 588,885 |
| 9 | John Rogers | 0.3% | 17q | $24M | 432,559 |
| 10 | Hillman Capital Management | 3.1% | 3q | $5M | 80,728 |
| 11 | Mason Hawkins | <0.1% | 13q | $223K | 3,990 |
- 1Dodge & Cox Fundsport1.5%val$2.80B50,260,950 sh·22q held
- 2Bill Nygrenport1.5%val$1.10B19,737,630 sh·22q held
- 3First Eagle Investment Managementport0.6%val$418M7,495,234 sh·—1q held
- 4Mairs & Power Fundsport1.2%val$120M2,152,853 sh·40q held
- 5Vulcan Value Partnersport1.6%val$61M1,094,659 sh·10q held
- 6Samantha McLemoreport2.0%val$54M968,194 sh·15q held
- 7Joel Greenblattport<0.1%val$41M728,630 sh·36q held
- 8Christopher Davisport0.2%val$33M588,885 sh·2q held
- 9John Rogersport0.3%val$24M432,559 sh·17q held
- 10Hillman Capital Managementport3.1%val$5M80,728 sh·3q held
- 11Mason Hawkinsport<0.1%val$223K3,990 sh·13q held
Owners of FISV also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | ADD | 2.0% | +274% | $54M | May 14, 2026 |
| Vulcan Value Partners | TRIM | 1.6% | -24% | $61M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 337738108. Not investment advice.