Dodge & Cox Amends Fiserv Inc. (FISV) Ownership Filing

TL;DR

**Dodge & Cox updated their Fiserv (FISV) ownership, signaling continued institutional interest.**

AI Summary

Dodge & Cox, a California-based investment manager, filed an amended SC 13G/A on February 13, 2024, indicating their ownership of Fiserv Inc. common stock as of December 31, 2023. This filing is an amendment (Amendment No. 2) to a previous disclosure, signaling a potential change in their holdings or reporting status. For investors, this matters because large institutional ownership changes can influence stock price and reflect a major fund's confidence (or lack thereof) in Fiserv's future performance.

Why It Matters

This filing shows that a significant institutional investor, Dodge & Cox, continues to hold a position in Fiserv, providing a signal of their ongoing investment interest in the company.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of institutional ownership and does not inherently indicate a high level of risk.

Analyst Insight

An investor should note that a major institutional investor like Dodge & Cox continues to hold Fiserv stock, but without specific share count changes in this snippet, it's hard to gauge a strong bullish or bearish signal. Further investigation into the exact change in their holdings from the previous filing would be prudent.

Key Players & Entities

• Dodge & Cox (company) — the reporting person and institutional investor
• Fiserv Inc. (company) — the subject company whose stock is being reported
• December 31, 2023 (date) — the date of the event requiring the filing
• February 13, 2024 (date) — the date the SC 13G/A was filed
• California (company) — place of organization for Dodge & Cox

FAQ

Filing Documents

• d771824dsc13ga.htm (SC 13G/A) — 35KB
• 0001193125-24-033395.txt ( ) — 37KB

From the Filing

SC 13G/A 1 d771824dsc13ga.htm SC 13G/A SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 2)* FISERV, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 337738108 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). PAGE 1 OF 4 PAGES CUSIP NO. 337738108 13G PAGE 2 OF 4 PAGES 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Dodge & Cox 94-1441976 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a)(b) N/A 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION California - U.S.A. NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER 32,930,620 6 SHARED VOTING POWER 0 7 SOLE DISPOSITIVE POWER 34,866,570 8 SHARED DISPOSITIVE POWER 0 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 34,866,570 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* N/A 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.8% 12 TYPE OF REPORTING PERSON* IA PAGE 2 OF 4 PAGES Item1(a) Name of Issuer: FISERV, INC. Item1(b) Address of Issuers Principal Executive Offices : 255 Fiserv Drive Brookfield, Wisconsin 53045 Item2(a) Name of Person Filing: Dodge & Cox Item2(b) Address of the Principal Office or, if none, Residence : 555 California Street, 40th Floor San Francisco, CA 94104 Item2(c) Citizenship : California - U.S.A. Item2(d) Title of Class of Securities : Common Stock Item2(e) CUSIP Number : 337738108 Item3 If the Statement is being filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a : (e) Investment Advisor registered under section 203 of the Investment Advisors Act of 1940 Item4 (a) Amount Beneficially Owned : 34,866,570 (b) Percent of Class : 5.8% PAGE 3 OF 4 PAGES (c) Number of shares as to which such person has : (i) sole power to vote or direct the vote: 32,930,620 (ii) shared power to vote or direct the vote: 0 (iii) sole power to dispose or to direct the disposition of: 34,866,570 (iv) shared power to dispose or to direct the disposition of: 0 Item5 Not applicable. Item6 The clients of Dodge & Cox, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or power to direct the receipt of dividends from, and the proceeds from the sale of, FISERV, INC. Item7 Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company : Not applicable. Item8 Identification and Classification of Members of the Group : Not applicable. Item9 Notice of Dissolution of a Group : Not applicable. Item10 Certification : By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: February 13, 2024 DODGE & COX By: /S/ Katherine M. Primas Name: Katherine M. Primas Title: Chief Compliance Officer PAGE 4 OF 4 PAGES

View Full Filing

View this SC 13G/A filing on SEC EDGAR