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

Ticker: FISV · Form: SC 13G/A · Filed: 2024-02-13T00:00:00.000Z

Sentiment: neutral

Topics: institutional-ownership, amendment, SC-13G/A

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

FAQ

What type of filing is this document?

This document is an SC 13G/A, which is an amendment to a Schedule 13G filing, as indicated by 'FORM TYPE: SC 13G/A' and '(AMENDMENT NO. 2)*'.

Who is the reporting person in this filing?

The reporting person is Dodge & Cox, as stated under 'NAME OF REPORTING PERSON Dodge & Cox'.

What is the subject company whose securities are being reported?

The subject company is FISERV, INC., as listed under 'Name of Issuer FISERV, INC.'.

What was the date of the event that required this filing?

The date of the event which required the filing of this statement was December 31, 2023, as specified under 'Date of Event Which Requires Filing of this Statement'.

Where is Dodge & Cox organized?

Dodge & Cox is organized in California, as indicated under 'CITIZENSHIP OR PLACE OF ORGANIZATION California'.

From the Filing

0001193125-24-033395.txt : 20240213 0001193125-24-033395.hdr.sgml : 20240213 20240213133529 ACCESSION NUMBER: 0001193125-24-033395 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: FISERV INC CENTRAL INDEX KEY: 0000798354 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 391506125 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-37881 FILM NUMBER: 24624352 BUSINESS ADDRESS: STREET 1: 255 FISERV DR STREET 2: PO BOX 979 CITY: BROOKFIELD STATE: WI ZIP: 53045 BUSINESS PHONE: 4148795000 MAIL ADDRESS: STREET 1: 255 FISERV DRIVE CITY: BROOKFIELD STATE: WI ZIP: 53045 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: DODGE & COX CENTRAL INDEX KEY: 0000200217 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: 40TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4159811710 MAIL ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: 40TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94104 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 person’s 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 Item 1(a) Name of Issuer: FISERV, INC. Item 1 (b) Address of Issuer’s Principal Executive Offices : 255 Fiserv Drive Brookfield, Wisconsin 53045 Item 2(a) Name of Person Filing: Dodge & Cox Item 2(b) Address of the Principal Office or, if none, Residence : 555 California Street, 40th Floor San Francisco, CA 94104 Item 2(c) Citizenship : California - U.S.A. I

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