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Fiserv shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Fiserv (FI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Fiserv

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All positions including Fiserv held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 136k 128.93
2025-06-30 $23M 136k 172.41
2025-03-31 $25M 112k 220.83
2024-12-31 $29M 139k 205.42
2024-09-30 $24M 136k 179.65
2024-06-30 $20M 136k 149.04
2024-03-31 $22M 139k 159.82
2023-12-31 $19M 139k 132.84
2023-09-30 $13M 116k 112.96
2023-06-30 $15M 116k 126.15
2023-03-31 $16M 141k 113.03
2022-12-31 $14M 143k 101.07
2022-09-30 $14M 150k 93.57
2022-06-30 $13M 151k 88.97
2022-03-31 $16M 154k 101.40
2021-12-31 $17M 162k 103.79
2021-09-30 $21M 197k 108.50
2021-06-30 $22M 204k 106.89
2021-03-31 $29M 244k 119.04
2020-12-31 $29M 258k 113.86
2020-09-30 $28M 273k 103.05
2020-06-30 $28M 287k 97.62
2020-03-31 $28M 295k 94.99
2019-12-31 $30M 257k 115.63
2019-09-30 $28M 270k 103.59
2019-06-30 $23M 256k 91.16
2019-03-31 $21M 237k 88.28
2018-12-31 $9.7M 132k 73.49
2018-09-30 $11M 128k 82.38
2018-06-30 $9.4M 127k 74.09
2018-03-31 $9.1M 127k 71.31
2017-12-31 $8.3M 64k 131.13
2017-09-30 $8.2M 64k 128.96
2017-06-30 $7.8M 64k 122.34
2017-03-31 $7.3M 64k 115.31
2016-12-31 $6.8M 64k 106.29
2016-09-30 $6.4M 64k 99.47
2016-06-30 $7.0M 64k 108.73
2016-03-31 $6.6M 64k 102.58
2015-12-31 $5.9M 65k 91.46
2015-09-30 $5.6M 65k 86.61
2015-06-30 $5.4M 65k 82.84
2015-03-31 $5.2M 66k 79.40
2014-12-31 $4.7M 66k 70.97
2014-09-30 $4.3M 66k 64.63
2014-06-30 $4.0M 66k 60.33
2014-03-31 $3.7M 66k 56.68
2013-12-31 $3.9M 66k 59.05
2013-09-30 $3.5M 34k 101.06
2013-06-30 $3.8M 44k 87.41
2013-03-31 $3.9M 45k 87.86
2012-12-31 $3.7M 47k 79.02
2012-09-30 $7.0M 94k 74.03
2012-06-30 $7.6M 105k 72.22
2012-03-31 $8.0M 116k 69.39
2011-12-31 $8.9M 151k 58.74
2011-09-30 $7.7M 151k 50.77
2011-06-30 $9.7M 155k 62.63
2011-03-31 $10M 163k 62.72

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View all positions for A. Montag and Associates

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
Massachusetts Financial Services
UBS Group
Ubs Global Asset Management Americas

View all funds holding Fiserv