Dodge & Cox discloses 7.1% in Fiserv (FI) — 38.63M shares
Dodge & Cox filed Amendment No. 3 to Schedule 13G reporting a passive stake in Fiserv, Inc. common stock.
Rhea-AI Filing Summary
Dodge & Cox filed Amendment No. 3 to Schedule 13G reporting a passive stake in Fiserv, Inc. common stock. The firm beneficially owned 38,634,009 shares, representing 7.1% of the class, as of the event date.
Dodge & Cox reported sole voting power over 36,698,484 shares and sole dispositive power over 38,634,009 shares. The date of event triggering the filing was 09/30/2025.
The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control. Clients of Dodge & Cox, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds associated with these shares.
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Insights
Passive 7.1% Fiserv stake disclosed by Dodge & Cox.
Dodge & Cox filed a Schedule 13G/A showing beneficial ownership of 7.1% of Fiserv, or 38,634,009 shares. The firm reports sole voting power over 36,698,484 shares and sole dispositive power over 38,634,009 shares, indicating centralized control of voting and selling decisions within its advisory mandate.
The 13G certification characterizes the position as held in the ordinary course and not to influence control, aligning with a passive filing status. Clients retain rights to dividends and proceeds, consistent with an investment adviser structure.
While a >5% stake is notable for float dynamics, actual impact depends on portfolio activity. The trigger date is 09/30/2025, and subsequent filings would update ownership if it changes.
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AI-generated analysis. How Rhea-AI works. Not financial advice.