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Fiserv shares owned by LPL Financial

Quarter-by-quarter ownership of Fiserv (FI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Fiserv

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All positions including Fiserv held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $53M 333k 159.82
2023-09-30 $34M 299k 112.96
2023-06-30 $36M 288k 126.15
2023-03-31 $33M 288k 113.03
2022-12-31 $23M 226k 101.07
2022-09-30 $21M 223k 93.57
2022-06-30 $21M 230k 88.97
2022-03-31 $23M 231k 101.40
2021-12-31 $24M 230k 103.79
2021-09-30 $23M 210k 108.50
2021-06-30 $23M 215k 106.89
2021-03-31 $27M 226k 119.04
2020-12-31 $23M 205k 113.86
2020-09-30 $15M 149k 103.05
2020-06-30 $19M 196k 97.62
2020-03-31 $17M 180k 94.99
2019-12-31 $17M 149k 115.63
2019-09-30 $13M 128k 103.59
2019-06-30 $10M 111k 91.16
2019-03-31 $9.5M 108k 88.28
2018-12-31 $7.6M 103k 73.49
2018-09-30 $7.4M 90k 82.38
2018-06-30 $5.1M 69k 74.09
2018-03-31 $4.4M 62k 71.31
2017-12-31 $3.5M 27k 131.13
2017-09-30 $3.5M 27k 128.96
2017-06-30 $3.4M 28k 122.34
2017-03-31 $2.1M 18k 115.59
2016-12-31 $1.8M 17k 107.30
2016-09-30 $1.0M 10k 98.98
2016-06-30 $767k 7.1k 108.70
2016-03-31 $3.9M 38k 101.04
2015-12-31 $2.7M 30k 90.01
2015-09-30 $1.4M 16k 89.14
2015-06-30 $1.3M 16k 84.15
2015-03-31 $1.1M 13k 79.62
2014-12-31 $1.1M 16k 70.97
2014-09-30 $999k 16k 64.33
2014-06-30 $918k 15k 60.34
2014-03-31 $854k 15k 56.70
2013-12-31 $930k 16k 59.02
2013-09-30 $614k 6.0k 102.37
2013-06-30 $472k 5.4k 87.42
2012-12-31 $423k 5.2k 81.19
2012-09-30 $390k 5.3k 74.07
2011-09-30 $583k 12k 50.78
2011-03-31 $793k 13k 62.74